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: 396,269 shares; 2024Q4: 370,321 shares; 2025Q1: 469,636 shares; 2025Q2: 1,627,089 shares; 2025Q3: 2,078,730 shares; 2025Q4: 2,282,787 shares 2,282,787 $183M 6.12% +204,057 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,014 shares; 2024Q4: 546,174 shares; 2025Q1: 597,040 shares; 2025Q2: 603,287 shares; 2025Q3: 593,036 shares; 2025Q4: 689,367 shares 689,367 $129M 4.3% +96,331 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,001 shares; 2024Q4: 290,632 shares; 2025Q1: 325,700 shares; 2025Q2: 376,225 shares; 2025Q3: 428,800 shares; 2025Q4: 423,382 shares 423,382 $115M 3.85% -5,418 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: 49,917 shares; 2024Q4: 106,099 shares; 2025Q1: 223,946 shares; 2025Q2: 638,089 shares; 2025Q3: 894,688 shares; 2025Q4: 1,016,282 shares 1,016,282 $90.9M 3.04% +121,594 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,121 shares; 2024Q4: 102,862 shares; 2025Q1: 194,712 shares; 2025Q2: 516,628 shares; 2025Q3: 694,924 shares; 2025Q4: 774,632 shares 774,632 $88.7M 2.97% +79,708 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: 233,947 shares; 2024Q4: 266,228 shares; 2025Q1: 289,989 shares; 2025Q2: 161,294 shares; 2025Q3: 128,967 shares; 2025Q4: 115,783 shares 115,783 $72.6M 2.43% -13,184 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: 357,381 shares; 2024Q4: 325,661 shares; 2025Q1: 305,786 shares; 2025Q2: 254,419 shares; 2025Q3: 202,289 shares; 2025Q4: 186,368 shares 186,368 $54.1M 1.81% -15,921 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: 86,935 shares; 2024Q4: 81,063 shares; 2025Q1: 184,679 shares; 2025Q2: 216,264 shares; 2025Q3: 218,601 shares; 2025Q4: 230,702 shares 230,702 $53.3M 1.78% +12,101 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: 131,734 shares; 2024Q4: 124,012 shares; 2025Q1: 117,909 shares; 2025Q2: 97,616 shares; 2025Q3: 77,329 shares; 2025Q4: 74,962 shares 74,962 $46M 1.54% -2,367 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 877 shares; 2025Q1: 77,852 shares; 2025Q2: 803,591 shares; 2025Q3: 1,197,467 shares; 2025Q4: 1,363,320 shares 1,363,320 $43.1M 1.44% +165,853 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 29,511 shares; 2025Q2: 502,712 shares; 2025Q3: 672,283 shares; 2025Q4: 763,243 shares 763,243 $42.9M 1.44% +90,960 Timeline PRF 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: 112,897 shares; 2024Q4: 230,708 shares; 2025Q1: 404,439 shares; 2025Q2: 607,164 shares; 2025Q3: 799,726 shares; 2025Q4: 870,722 shares 870,722 $40.9M 1.37% +70,996 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: 38,621 shares; 2024Q4: 50,341 shares; 2025Q1: 62,062 shares; 2025Q2: 72,616 shares; 2025Q3: 81,499 shares; 2025Q4: 79,542 shares 79,542 $38.5M 1.29% -1,957 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,834 shares; 2024Q4: 4,854 shares; 2025Q1: 36,689 shares; 2025Q2: 532,582 shares; 2025Q3: 673,091 shares; 2025Q4: 740,494 shares 740,494 $33.7M 1.13% +67,403 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,491 shares; 2024Q4: 124,972 shares; 2025Q1: 224,017 shares; 2025Q2: 379,409 shares; 2025Q3: 547,165 shares; 2025Q4: 608,573 shares 608,573 $32.9M 1.1% +61,408 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: 71,210 shares; 2024Q4: 69,779 shares; 2025Q1: 72,201 shares; 2025Q2: 75,826 shares; 2025Q3: 121,881 shares; 2025Q4: 122,269 shares 122,269 $31.4M 1.05% +388 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: 62,439 shares; 2024Q4: 61,344 shares; 2025Q1: 72,354 shares; 2025Q2: 80,642 shares; 2025Q3: 85,247 shares; 2025Q4: 89,110 shares 89,110 $30.8M 1.03% +3,863 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,504 shares; 2024Q4: 216,240 shares; 2025Q1: 324,286 shares; 2025Q2: 466,096 shares; 2025Q3: 604,585 shares; 2025Q4: 652,668 shares 652,668 $30M 1% +48,083 Timeline PAB PGIM ETF TR More: the full row for PGIM 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: 36,160 shares; 2025Q2: 381,294 shares; 2025Q3: 595,402 shares; 2025Q4: 689,207 shares 689,207 $29.5M 0.99% +93,805 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: 16,391 shares; 2024Q4: 21,282 shares; 2025Q1: 25,651 shares; 2025Q2: 29,447 shares; 2025Q3: 30,604 shares; 2025Q4: 36,674 shares 36,674 $25M 0.84% +6,070 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: 25,777 shares; 2024Q4: 30,166 shares; 2025Q1: 35,689 shares; 2025Q2: 41,006 shares; 2025Q3: 46,180 shares; 2025Q4: 48,058 shares 48,058 $24.2M 0.81% +1,878 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: 51,922 shares; 2024Q4: 54,405 shares; 2025Q1: 64,108 shares; 2025Q2: 78,536 shares; 2025Q3: 78,478 shares; 2025Q4: 76,627 shares 76,627 $24M 0.8% -1,851 Timeline XSHQ 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: 98,962 shares; 2024Q4: 214,212 shares; 2025Q1: 386,545 shares; 2025Q2: 527,455 shares; 2025Q3: 552,120 shares; 2025Q4: 563,884 shares 563,884 $23.7M 0.79% +11,764 Timeline JMUB 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: 9,791 shares; 2024Q4: 45,567 shares; 2025Q1: 111,780 shares; 2025Q2: 380,476 shares; 2025Q3: 406,410 shares; 2025Q4: 435,288 shares 435,288 $22M 0.74% +28,878 Timeline BSJR 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: 9,083 shares; 2024Q4: 8,732 shares; 2025Q1: 212,020 shares; 2025Q2: 387,566 shares; 2025Q3: 670,294 shares; 2025Q4: 965,131 shares 965,131 $21.8M 0.73% +294,837 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,831 shares; 2025Q2: 659,187 shares; 2025Q3: 811,812 shares; 2025Q4: 900,674 shares 900,674 $21.7M 0.72% +88,862 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,334 shares; 2025Q2: 280,140 shares; 2025Q3: 341,649 shares; 2025Q4: 368,134 shares 368,134 $21.3M 0.71% +26,485 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: 687,848 shares; 2024Q4: 771,927 shares; 2025Q1: 762,353 shares; 2025Q2: 430,010 shares; 2025Q3: 326,535 shares; 2025Q4: 288,048 shares 288,048 $20.6M 0.69% -38,487 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: 680,396 shares; 2024Q4: 772,318 shares; 2025Q1: 798,618 shares; 2025Q2: 447,896 shares; 2025Q3: 380,514 shares; 2025Q4: 357,866 shares 357,866 $19.2M 0.64% -22,648 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: 23,596 shares; 2024Q4: 26,573 shares; 2025Q1: 45,094 shares; 2025Q2: 60,941 shares; 2025Q3: 56,419 shares; 2025Q4: 61,301 shares 61,301 $19.2M 0.64% +4,882 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,014 shares; 2025Q2: 572,383 shares; 2025Q3: 892,450 shares; 2025Q4: 953,156 shares 953,156 $18.9M 0.63% +60,706 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 52,332 shares; 2025Q1: 113,019 shares; 2025Q2: 219,449 shares; 2025Q3: 301,024 shares; 2025Q4: 352,308 shares 352,308 $18.5M 0.62% +51,284 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 34,108 shares; 2025Q2: 333,125 shares; 2025Q3: 550,795 shares; 2025Q4: 655,490 shares 655,490 $18.4M 0.61% +104,695 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,314 shares; 2024Q4: 45,521 shares; 2025Q1: 43,110 shares; 2025Q2: 41,947 shares; 2025Q3: 41,525 shares; 2025Q4: 41,271 shares 41,271 $18.3M 0.61% -254 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: 112,992 shares; 2024Q4: 115,525 shares; 2025Q1: 116,519 shares; 2025Q2: 112,693 shares; 2025Q3: 92,781 shares; 2025Q4: 87,812 shares 87,812 $18.1M 0.6% -4,969 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,306 shares; 2025Q2: 377,603 shares; 2025Q3: 557,932 shares; 2025Q4: 649,681 shares 649,681 $17.8M 0.59% +91,749 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 35,767 shares; 2025Q1: 83,923 shares; 2025Q2: 383,736 shares; 2025Q3: 556,285 shares; 2025Q4: 641,247 shares 641,247 $17.1M 0.57% +84,962 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: 44,304 shares; 2025Q1: 43,304 shares; 2025Q2: 42,332 shares; 2025Q3: 111,689 shares; 2025Q4: 98,633 shares 98,633 $16.9M 0.56% -13,056 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,829 shares; 2024Q4: 243,972 shares; 2025Q1: 237,905 shares; 2025Q2: 233,876 shares; 2025Q3: 229,578 shares; 2025Q4: 226,576 shares 226,576 $16.8M 0.56% -3,002 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: 16,792 shares; 2024Q4: 17,222 shares; 2025Q1: 31,190 shares; 2025Q2: 34,539 shares; 2025Q3: 36,956 shares; 2025Q4: 36,698 shares 36,698 $16.5M 0.55% -258 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,323 shares; 2024Q4: 417,018 shares; 2025Q1: 378,545 shares; 2025Q2: 303,156 shares; 2025Q3: 231,368 shares; 2025Q4: 204,163 shares 204,163 $15.7M 0.53% -27,205 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: 14,844 shares; 2024Q4: 15,355 shares; 2025Q1: 16,183 shares; 2025Q2: 16,518 shares; 2025Q3: 16,761 shares; 2025Q4: 14,006 shares 14,006 $15.1M 0.5% -2,755 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,000 shares; 2024Q4: 349,002 shares; 2025Q1: 343,605 shares; 2025Q2: 333,026 shares; 2025Q3: 326,739 shares; 2025Q4: 321,383 shares 321,383 $15M 0.5% -5,356 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: 23,425 shares; 2024Q4: 33,994 shares; 2025Q1: 36,149 shares; 2025Q2: 36,497 shares; 2025Q3: 35,358 shares; 2025Q4: 36,051 shares 36,051 $14.3M 0.48% +693 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,285 shares; 2024Q4: 337,395 shares; 2025Q1: 324,440 shares; 2025Q2: 273,448 shares; 2025Q3: 242,212 shares; 2025Q4: 229,914 shares 229,914 $13.7M 0.46% -12,298 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: 24,697 shares; 2024Q4: 30,883 shares; 2025Q1: 33,783 shares; 2025Q2: 37,634 shares; 2025Q3: 40,356 shares; 2025Q4: 42,051 shares 42,051 $13.5M 0.45% +1,695 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,235 shares; 2025Q2: 182,907 shares; 2025Q3: 282,269 shares; 2025Q4: 326,298 shares 326,298 $13.5M 0.45% +44,029 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,443 shares; 2024Q4: 608,258 shares; 2025Q1: 561,564 shares; 2025Q2: 487,771 shares; 2025Q3: 377,809 shares; 2025Q4: 354,263 shares 354,263 $13.5M 0.45% -23,546 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,055 shares; 2024Q4: 475,614 shares; 2025Q1: 473,156 shares; 2025Q2: 240,785 shares; 2025Q3: 174,856 shares; 2025Q4: 149,733 shares 149,733 $13.4M 0.45% -25,123 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,917 shares; 2024Q4: 167,464 shares; 2025Q1: 162,209 shares; 2025Q2: 147,044 shares; 2025Q3: 141,669 shares; 2025Q4: 140,194 shares 140,194 $13.2M 0.44% -1,475 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: 41,363 shares; 2024Q4: 45,790 shares; 2025Q1: 47,779 shares; 2025Q2: 46,125 shares; 2025Q3: 43,936 shares; 2025Q4: 91,125 shares 91,125 $13.1M 0.44% +47,189 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: 849,195 shares; 2024Q4: 784,985 shares; 2025Q1: 733,481 shares; 2025Q2: 641,901 shares; 2025Q3: 540,751 shares; 2025Q4: 513,565 shares 513,565 $12.9M 0.43% -27,186 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: 91,359 shares; 2024Q4: 105,499 shares; 2025Q1: 146,811 shares; 2025Q2: 189,659 shares; 2025Q3: 209,376 shares; 2025Q4: 224,486 shares 224,486 $12.8M 0.43% +15,110 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: 36,220 shares; 2024Q4: 38,285 shares; 2025Q1: 46,169 shares; 2025Q2: 52,236 shares; 2025Q3: 55,680 shares; 2025Q4: 59,949 shares 59,949 $12.8M 0.43% +4,269 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: 337,353 shares; 2024Q4: 305,542 shares; 2025Q1: 289,287 shares; 2025Q2: 259,141 shares; 2025Q3: 224,300 shares; 2025Q4: 216,610 shares 216,610 $12.3M 0.41% -7,690 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: 27,232 shares; 2024Q4: 30,533 shares; 2025Q1: 32,739 shares; 2025Q2: 38,539 shares; 2025Q3: 39,661 shares; 2025Q4: 39,282 shares 39,282 $12.1M 0.4% -379 Timeline BSJQ 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: 240,119 shares; 2024Q4: 333,668 shares; 2025Q1: 566,966 shares; 2025Q2: 568,763 shares; 2025Q3: 547,414 shares; 2025Q4: 517,592 shares 517,592 $12.1M 0.4% -29,822 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,161 shares; 2024Q4: 464,498 shares; 2025Q1: 437,704 shares; 2025Q2: 395,679 shares; 2025Q3: 371,195 shares; 2025Q4: 365,207 shares 365,207 $12M 0.4% -5,988 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,917 shares; 2025Q1: 9,153 shares; 2025Q2: 9,879 shares; 2025Q3: 10,796 shares; 2025Q4: 13,198 shares 13,198 $11.4M 0.38% +2,402 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest 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: 530,815 shares; 2025Q4: 436,235 shares 436,235 $11M 0.37% -94,580 Timeline SCHM 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: 155,399 shares; 2024Q4: 443,600 shares; 2025Q1: 428,532 shares; 2025Q2: 355,046 shares; 2025Q3: 338,857 shares; 2025Q4: 346,685 shares 346,685 $10.4M 0.35% +7,828 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: 10,756 shares; 2024Q4: 138,353 shares; 2025Q1: 142,940 shares; 2025Q2: 142,478 shares; 2025Q3: 171,940 shares; 2025Q4: 58,458 shares 58,458 $10.4M 0.35% -113,482 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: 527,438 shares; 2024Q4: 601,905 shares; 2025Q1: 585,545 shares; 2025Q2: 297,891 shares; 2025Q3: 199,136 shares; 2025Q4: 226,523 shares 226,523 $10M 0.34% +27,387 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: 9,088 shares; 2024Q4: 6,915 shares; 2025Q1: 10,077 shares; 2025Q2: 12,448 shares; 2025Q3: 14,875 shares; 2025Q4: 15,034 shares 15,034 $9.92M 0.33% +159 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: 228,586 shares; 2024Q4: 224,337 shares; 2025Q1: 210,443 shares; 2025Q2: 196,581 shares; 2025Q3: 183,845 shares; 2025Q4: 181,287 shares 181,287 $9.59M 0.32% -2,558 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,030 shares; 2024Q4: 17,005 shares; 2025Q1: 21,107 shares; 2025Q2: 25,336 shares; 2025Q3: 27,069 shares; 2025Q4: 26,906 shares 26,906 $9.44M 0.32% -163 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,195 shares; 2024Q4: 170,748 shares; 2025Q1: 176,452 shares; 2025Q2: 182,426 shares; 2025Q3: 185,389 shares; 2025Q4: 188,161 shares 188,161 $9.26M 0.31% +2,772 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,641 shares; 2024Q4: 77,424 shares; 2025Q1: 72,065 shares; 2025Q2: 51,460 shares; 2025Q3: 34,080 shares; 2025Q4: 30,261 shares 30,261 $9.14M 0.31% -3,819 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 7,518 shares; 2025Q1: 8,868 shares; 2025Q2: 9,791 shares; 2025Q3: 9,854 shares; 2025Q4: 9,985 shares 9,985 $9.05M 0.3% +131 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,618 shares; 2024Q4: 24,784 shares; 2025Q1: 26,481 shares; 2025Q2: 30,006 shares; 2025Q3: 30,342 shares; 2025Q4: 29,025 shares 29,025 $8.77M 0.29% -1,317 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: 9,472 shares; 2024Q4: 9,104 shares; 2025Q1: 11,081 shares; 2025Q2: 11,640 shares; 2025Q3: 11,754 shares; 2025Q4: 11,908 shares 11,908 $8.16M 0.27% +154 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: 7,364 shares; 2024Q4: 7,641 shares; 2025Q1: 8,134 shares; 2025Q2: 9,329 shares; 2025Q3: 9,468 shares; 2025Q4: 9,186 shares 9,186 $8.07M 0.27% -282 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: 40,292 shares; 2024Q4: 59,971 shares; 2025Q1: 79,428 shares; 2025Q2: 144,043 shares; 2025Q3: 130,576 shares; 2025Q4: 137,415 shares 137,415 $7.99M 0.27% +6,839 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: 485,874 shares; 2024Q4: 584,711 shares; 2025Q1: 597,913 shares; 2025Q2: 245,987 shares; 2025Q3: 192,370 shares; 2025Q4: 172,682 shares 172,682 $7.96M 0.27% -19,688 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,268 shares; 2024Q4: 487,070 shares; 2025Q1: 453,506 shares; 2025Q2: 394,466 shares; 2025Q3: 351,176 shares; 2025Q4: 332,361 shares 332,361 $7.77M 0.26% -18,815 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,328 shares; 2024Q4: 189,244 shares; 2025Q1: 179,965 shares; 2025Q2: 143,984 shares; 2025Q3: 119,638 shares; 2025Q4: 110,869 shares 110,869 $7.72M 0.26% -8,769 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,363 shares; 2024Q4: 112,167 shares; 2025Q1: 108,953 shares; 2025Q2: 99,690 shares; 2025Q3: 93,514 shares; 2025Q4: 92,181 shares 92,181 $7.59M 0.25% -1,333 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: 4,333 shares; 2024Q4: 4,430 shares; 2025Q1: 4,923 shares; 2025Q2: 5,798 shares; 2025Q3: 7,439 shares; 2025Q4: 12,915 shares 12,915 $7.4M 0.25% +5,476 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,433 shares; 2024Q4: 4,721 shares; 2025Q1: 17,802 shares; 2025Q2: 31,627 shares; 2025Q3: 37,060 shares; 2025Q4: 60,531 shares 60,531 $7.23M 0.24% +23,471 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,170 shares; 2024Q4: 91,795 shares; 2025Q1: 96,510 shares; 2025Q2: 97,311 shares; 2025Q3: 95,152 shares; 2025Q4: 94,829 shares 94,829 $7.04M 0.24% -323 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,587 shares; 2024Q4: 150,931 shares; 2025Q1: 172,650 shares; 2025Q2: 85,945 shares; 2025Q3: 71,662 shares; 2025Q4: 64,861 shares 64,861 $6.92M 0.23% -6,801 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: 60,626 shares; 2024Q4: 103,377 shares; 2025Q1: 105,422 shares; 2025Q2: 109,320 shares; 2025Q3: 113,611 shares; 2025Q4: 112,695 shares 112,695 $6.77M 0.23% -916 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,663 shares; 2024Q4: 128,579 shares; 2025Q1: 117,908 shares; 2025Q2: 105,733 shares; 2025Q3: 86,727 shares; 2025Q4: 80,704 shares 80,704 $6.66M 0.22% -6,023 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,812 shares; 2024Q4: 23,899 shares; 2025Q1: 23,419 shares; 2025Q2: 24,269 shares; 2025Q3: 26,256 shares; 2025Q4: 29,114 shares 29,114 $6.65M 0.22% +2,858 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,584 shares; 2024Q4: 139,729 shares; 2025Q1: 136,993 shares; 2025Q2: 135,028 shares; 2025Q3: 132,875 shares; 2025Q4: 131,782 shares 131,782 $6.58M 0.22% -1,093 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: 102,433 shares; 2024Q4: 105,929 shares; 2025Q1: 102,674 shares; 2025Q2: 102,625 shares; 2025Q3: 99,515 shares; 2025Q4: 92,156 shares 92,156 $6.3M 0.21% -7,359 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: 38,525 shares; 2024Q4: 33,776 shares; 2025Q1: 45,028 shares; 2025Q2: 49,705 shares; 2025Q3: 58,223 shares; 2025Q4: 55,229 shares 55,229 $6.15M 0.21% -2,994 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: 28,581 shares; 2024Q4: 32,102 shares; 2025Q1: 43,746 shares; 2025Q2: 57,308 shares; 2025Q3: 58,598 shares; 2025Q4: 56,740 shares 56,740 $5.97M 0.2% -1,858 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: 16,324 shares; 2024Q4: 16,597 shares; 2025Q1: 20,785 shares; 2025Q2: 24,480 shares; 2025Q3: 25,555 shares; 2025Q4: 27,283 shares 27,283 $5.92M 0.2% +1,728 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: 601,607 shares; 2024Q4: 529,191 shares; 2025Q1: 486,079 shares; 2025Q2: 377,793 shares; 2025Q3: 250,802 shares; 2025Q4: 228,835 shares 228,835 $5.89M 0.2% -21,967 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: 47,810 shares; 2024Q4: 52,409 shares; 2025Q1: 54,556 shares; 2025Q2: 63,337 shares; 2025Q3: 64,645 shares; 2025Q4: 61,716 shares 61,716 $5.88M 0.2% -2,929 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,029 shares; 2024Q4: 40,175 shares; 2025Q1: 41,752 shares; 2025Q2: 87,268 shares; 2025Q3: 87,450 shares; 2025Q4: 84,467 shares 84,467 $5.86M 0.2% -2,983 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: 14,796 shares; 2024Q4: 16,522 shares; 2025Q1: 20,440 shares; 2025Q2: 50,700 shares; 2025Q3: 51,466 shares; 2025Q4: 51,400 shares 51,400 $5.85M 0.2% -66 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: 32,723 shares; 2024Q4: 16,319 shares; 2025Q1: 26,512 shares; 2025Q2: 8,988 shares; 2025Q3: 11,202 shares; 2025Q4: 37,762 shares 37,762 $5.85M 0.2% +26,560 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,157 shares; 2024Q4: 36,695 shares; 2025Q1: 38,726 shares; 2025Q2: 44,482 shares; 2025Q3: 45,016 shares; 2025Q4: 49,465 shares 49,465 $5.8M 0.19% +4,449 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,843 shares; 2024Q4: 82,852 shares; 2025Q1: 81,855 shares; 2025Q2: 77,347 shares; 2025Q3: 76,709 shares; 2025Q4: 76,520 shares 76,520 $5.8M 0.19% -189 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,054 shares; 2024Q4: 250,622 shares; 2025Q1: 234,908 shares; 2025Q2: 212,612 shares; 2025Q3: 175,711 shares; 2025Q4: 169,446 shares 169,446 $5.8M 0.19% -6,265 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: 4,889 shares; 2024Q4: 5,412 shares; 2025Q1: 7,257 shares; 2025Q2: 9,545 shares; 2025Q3: 10,405 shares; 2025Q4: 9,965 shares 9,965 $5.77M 0.19% -440 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: 70,879 shares; 2024Q4: 104,156 shares; 2025Q1: 108,991 shares; 2025Q2: 35,782 shares; 2025Q3: 27,121 shares; 2025Q4: 22,977 shares 22,977 $5.66M 0.19% -4,144 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,178 shares; 2024Q4: 141,540 shares; 2025Q1: 127,658 shares; 2025Q2: 100,102 shares; 2025Q3: 78,082 shares; 2025Q4: 70,725 shares 70,725 $5.64M 0.19% -7,357 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,182 shares; 2024Q4: 38,710 shares; 2025Q1: 45,455 shares; 2025Q2: 48,664 shares; 2025Q3: 50,687 shares; 2025Q4: 50,727 shares 50,727 $5.59M 0.19% +40 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 14,243 shares; 2025Q1: 15,521 shares; 2025Q2: 17,659 shares; 2025Q3: 16,773 shares; 2025Q4: 17,442 shares 17,442 $5.56M 0.19% +669 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,267 shares; 2024Q4: 22,203 shares; 2025Q1: 23,965 shares; 2025Q2: 27,385 shares; 2025Q3: 30,034 shares; 2025Q4: 32,030 shares 32,030 $5.55M 0.19% +1,996 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: 9,802 shares; 2024Q4: 10,294 shares; 2025Q1: 12,934 shares; 2025Q2: 14,865 shares; 2025Q3: 16,404 shares; 2025Q4: 15,672 shares 15,672 $5.51M 0.18% -732 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,198 shares; 2024Q4: 18,972 shares; 2025Q1: 24,741 shares; 2025Q2: 26,639 shares; 2025Q3: 28,564 shares; 2025Q4: 26,424 shares 26,424 $5.47M 0.18% -2,140 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: 20,500 shares; 2024Q4: 19,473 shares; 2025Q1: 25,629 shares; 2025Q2: 34,645 shares; 2025Q3: 32,086 shares; 2025Q4: 44,687 shares 44,687 $5.38M 0.18% +12,601 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: 14,777 shares; 2024Q4: 15,986 shares; 2025Q1: 16,582 shares; 2025Q2: 18,047 shares; 2025Q3: 18,530 shares; 2025Q4: 17,859 shares 17,859 $5.29M 0.18% -671 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,804 shares; 2025Q1: 2,829 shares; 2025Q2: 10,947 shares; 2025Q3: 11,445 shares; 2025Q4: 10,339 shares 10,339 $5.28M 0.18% -1,106 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: 14,659 shares; 2024Q4: 12,399 shares; 2025Q1: 12,911 shares; 2025Q2: 14,791 shares; 2025Q3: 15,589 shares; 2025Q4: 15,739 shares 15,739 $5.28M 0.18% +150 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: 7,236 shares; 2024Q4: 8,855 shares; 2025Q1: 12,665 shares; 2025Q2: 14,679 shares; 2025Q3: 14,324 shares; 2025Q4: 14,650 shares 14,650 $5.28M 0.18% +326 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,272 shares; 2024Q4: 34,588 shares; 2025Q1: 36,413 shares; 2025Q2: 38,206 shares; 2025Q3: 38,983 shares; 2025Q4: 40,497 shares 40,497 $5.16M 0.17% +1,514 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,721 shares; 2024Q4: 9,509 shares; 2025Q1: 10,051 shares; 2025Q2: 10,862 shares; 2025Q3: 9,172 shares; 2025Q4: 8,940 shares 8,940 $5.02M 0.17% -232 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,158 shares; 2024Q4: 261,158 shares; 2025Q1: 234,463 shares; 2025Q2: 183,032 shares; 2025Q3: 128,623 shares; 2025Q4: 119,284 shares 119,284 $4.96M 0.17% -9,339 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: 11,537 shares; 2024Q4: 68,401 shares; 2025Q1: 54,113 shares; 2025Q2: 64,281 shares; 2025Q3: 65,121 shares; 2025Q4: 66,562 shares 66,562 $4.92M 0.16% +1,441 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: 13,901 shares; 2024Q4: 15,309 shares; 2025Q1: 16,551 shares; 2025Q2: 18,631 shares; 2025Q3: 19,306 shares; 2025Q4: 20,034 shares 20,034 $4.83M 0.16% +728 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 8,660 shares; 2025Q1: 8,677 shares; 2025Q2: 12,955 shares; 2025Q3: 14,481 shares; 2025Q4: 13,957 shares 13,957 $4.8M 0.16% -524 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: 14,463 shares; 2024Q4: 14,732 shares; 2025Q1: 16,132 shares; 2025Q2: 27,857 shares; 2025Q3: 32,924 shares; 2025Q4: 33,291 shares 33,291 $4.78M 0.16% +367 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,258 shares; 2024Q4: 106,682 shares; 2025Q1: 102,205 shares; 2025Q2: 66,481 shares; 2025Q3: 62,072 shares; 2025Q4: 61,488 shares 61,488 $4.77M 0.16% -584 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,258 shares; 2024Q4: 173,016 shares; 2025Q1: 173,016 shares; 2025Q2: 172,826 shares; 2025Q3: 171,252 shares; 2025Q4: 171,252 shares 171,252 $4.76M 0.16% 0 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: 168,624 shares; 2024Q4: 159,308 shares; 2025Q1: 148,324 shares; 2025Q2: 126,845 shares; 2025Q3: 109,686 shares; 2025Q4: 101,047 shares 101,047 $4.74M 0.16% -8,639 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,090 shares; 2024Q4: 53,748 shares; 2025Q1: 56,929 shares; 2025Q2: 63,949 shares; 2025Q3: 66,274 shares; 2025Q4: 68,464 shares 68,464 $4.62M 0.15% +2,190 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,063 shares; 2024Q4: 41,446 shares; 2025Q1: 43,807 shares; 2025Q2: 51,182 shares; 2025Q3: 50,290 shares; 2025Q4: 51,382 shares 51,382 $4.62M 0.15% +1,092 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,551 shares; 2024Q4: 242,946 shares; 2025Q1: 256,999 shares; 2025Q2: 276,922 shares; 2025Q3: 287,938 shares; 2025Q4: 282,111 shares 282,111 $4.54M 0.15% -5,827 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,254 shares; 2024Q4: 11,507 shares; 2025Q1: 12,327 shares; 2025Q2: 14,606 shares; 2025Q3: 15,828 shares; 2025Q4: 15,818 shares 15,818 $4.51M 0.15% -10 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: 5,359 shares; 2024Q4: 5,675 shares; 2025Q1: 6,014 shares; 2025Q2: 6,312 shares; 2025Q3: 6,369 shares; 2025Q4: 6,894 shares 6,894 $4.51M 0.15% +525 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,748 shares; 2025Q1: 35,615 shares; 2025Q2: 44,798 shares; 2025Q3: 51,129 shares; 2025Q4: 61,077 shares 61,077 $4.38M 0.15% +9,948 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: 12,908 shares; 2024Q4: 14,986 shares; 2025Q1: 16,198 shares; 2025Q2: 18,460 shares; 2025Q3: 20,310 shares; 2025Q4: 20,667 shares 20,667 $4.31M 0.14% +357 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,305 shares; 2024Q4: 61,591 shares; 2025Q1: 102,980 shares; 2025Q2: 136,146 shares; 2025Q3: 131,915 shares; 2025Q4: 144,046 shares 144,046 $4.31M 0.14% +12,131 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,357 shares; 2024Q4: 50,748 shares; 2025Q1: 49,566 shares; 2025Q2: 49,279 shares; 2025Q3: 48,253 shares; 2025Q4: 47,184 shares 47,184 $4.29M 0.14% -1,069 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,086 shares; 2024Q4: 188,407 shares; 2025Q1: 201,077 shares; 2025Q2: 226,221 shares; 2025Q3: 246,566 shares; 2025Q4: 246,392 shares 246,392 $4.27M 0.14% -174 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 12,387 shares; 2025Q1: 13,070 shares; 2025Q2: 14,511 shares; 2025Q3: 14,797 shares; 2025Q4: 14,872 shares 14,872 $4.27M 0.14% +75 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,620 shares; 2024Q4: 38,257 shares; 2025Q1: 47,760 shares; 2025Q2: 48,467 shares; 2025Q3: 40,365 shares; 2025Q4: 41,819 shares 41,819 $4.26M 0.14% +1,454 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,775 shares; 2024Q4: 79,626 shares; 2025Q1: 85,315 shares; 2025Q2: 107,674 shares; 2025Q3: 116,848 shares; 2025Q4: 122,614 shares 122,614 $4.26M 0.14% +5,766 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,004 shares; 2025Q1: 5,674 shares; 2025Q2: 26,716 shares; 2025Q3: 26,828 shares; 2025Q4: 27,415 shares 27,415 $4.21M 0.14% +587 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: 24,319 shares; 2024Q4: 22,794 shares; 2025Q1: 22,270 shares; 2025Q2: 20,707 shares; 2025Q3: 16,870 shares; 2025Q4: 16,314 shares 16,314 $4.21M 0.14% -556 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,451 shares; 2024Q4: 23,319 shares; 2025Q1: 21,287 shares; 2025Q2: 21,419 shares; 2025Q3: 27,478 shares; 2025Q4: 26,038 shares 26,038 $4.17M 0.14% -1,440 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,844 shares; 2024Q4: 18,907 shares; 2025Q1: 19,115 shares; 2025Q2: 19,072 shares; 2025Q3: 19,041 shares; 2025Q4: 24,498 shares 24,498 $4.15M 0.14% +5,457 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: 14,633 shares; 2024Q4: 15,039 shares; 2025Q1: 15,897 shares; 2025Q2: 19,287 shares; 2025Q3: 21,785 shares; 2025Q4: 20,144 shares 20,144 $4.09M 0.14% -1,641 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: 15,490 shares; 2024Q4: 15,318 shares; 2025Q1: 14,546 shares; 2025Q2: 12,948 shares; 2025Q3: 12,507 shares; 2025Q4: 12,432 shares 12,432 $4.02M 0.13% -75 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,412 shares; 2025Q1: 3,218 shares; 2025Q2: 3,997 shares; 2025Q3: 4,361 shares; 2025Q4: 42,741 shares 42,741 $4.01M 0.13% +38,380 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: 114,678 shares; 2024Q4: 103,763 shares; 2025Q1: 104,071 shares; 2025Q2: 110,830 shares; 2025Q3: 97,538 shares; 2025Q4: 89,745 shares 89,745 $3.99M 0.13% -7,793 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: 16,379 shares; 2024Q4: 22,434 shares; 2025Q1: 22,723 shares; 2025Q2: 21,610 shares; 2025Q3: 21,154 shares; 2025Q4: 26,113 shares 26,113 $3.98M 0.13% +4,959 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: 215,764 shares; 2024Q4: 233,588 shares; 2025Q1: 245,436 shares; 2025Q2: 272,946 shares; 2025Q3: 285,776 shares; 2025Q4: 283,232 shares 283,232 $3.97M 0.13% -2,544 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,432 shares; 2024Q4: 116,544 shares; 2025Q1: 122,419 shares; 2025Q2: 130,258 shares; 2025Q3: 134,440 shares; 2025Q4: 135,146 shares 135,146 $3.95M 0.13% +706 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,382 shares; 2024Q4: 53,424 shares; 2025Q1: 62,852 shares; 2025Q2: 59,321 shares; 2025Q3: 64,457 shares; 2025Q4: 71,692 shares 71,692 $3.94M 0.13% +7,235 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: 30,156 shares; 2024Q4: 30,993 shares; 2025Q1: 43,624 shares; 2025Q2: 51,554 shares; 2025Q3: 71,121 shares; 2025Q4: 74,421 shares 74,421 $3.84M 0.13% +3,300 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: 24,675 shares; 2024Q4: 29,635 shares; 2025Q1: 34,582 shares; 2025Q2: 38,035 shares; 2025Q3: 39,594 shares; 2025Q4: 39,717 shares 39,717 $3.82M 0.13% +123 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,225 shares; 2024Q4: 223,043 shares; 2025Q1: 201,988 shares; 2025Q2: 165,556 shares; 2025Q3: 127,466 shares; 2025Q4: 115,783 shares 115,783 $3.77M 0.13% -11,683 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,859 shares; 2024Q4: 40,610 shares; 2025Q1: 42,443 shares; 2025Q2: 46,605 shares; 2025Q3: 47,307 shares; 2025Q4: 46,143 shares 46,143 $3.75M 0.13% -1,164 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,436 shares; 2024Q4: 10,862 shares; 2025Q1: 26,486 shares; 2025Q2: 26,968 shares; 2025Q3: 26,786 shares; 2025Q4: 26,804 shares 26,804 $3.73M 0.12% +18 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: 7,791 shares; 2024Q4: 7,363 shares; 2025Q1: 8,476 shares; 2025Q2: 9,715 shares; 2025Q3: 27,846 shares; 2025Q4: 34,375 shares 34,375 $3.68M 0.12% +6,529 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,891 shares; 2024Q4: 201,678 shares; 2025Q1: 218,196 shares; 2025Q2: 249,905 shares; 2025Q3: 263,489 shares; 2025Q4: 263,192 shares 263,192 $3.66M 0.12% -297 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,690 shares; 2024Q4: 13,467 shares; 2025Q1: 15,596 shares; 2025Q2: 18,598 shares; 2025Q3: 21,297 shares; 2025Q4: 19,527 shares 19,527 $3.62M 0.12% -1,770 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: 16,199 shares; 2024Q4: 17,716 shares; 2025Q1: 19,305 shares; 2025Q2: 22,336 shares; 2025Q3: 24,497 shares; 2025Q4: 23,990 shares 23,990 $3.61M 0.12% -507 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: 44,356 shares; 2024Q4: 35,981 shares; 2025Q1: 36,899 shares; 2025Q2: 35,631 shares; 2025Q3: 33,617 shares; 2025Q4: 33,713 shares 33,713 $3.6M 0.12% +96 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: 1,483 shares; 2024Q4: 1,841 shares; 2025Q1: 2,164 shares; 2025Q2: 69,357 shares; 2025Q3: 64,776 shares; 2025Q4: 72,341 shares 72,341 $3.56M 0.12% +7,565 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,007 shares; 2024Q4: 94,360 shares; 2025Q1: 94,250 shares; 2025Q2: 105,121 shares; 2025Q3: 107,296 shares; 2025Q4: 108,289 shares 108,289 $3.53M 0.12% +993 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,968 shares; 2024Q4: 53,237 shares; 2025Q1: 55,740 shares; 2025Q2: 58,991 shares; 2025Q3: 59,343 shares; 2025Q4: 58,280 shares 58,280 $3.52M 0.12% -1,063 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: 5,710 shares; 2024Q4: 6,457 shares; 2025Q1: 7,162 shares; 2025Q2: 8,622 shares; 2025Q3: 9,550 shares; 2025Q4: 9,584 shares 9,584 $3.38M 0.11% +34 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: 89,289 shares; 2024Q4: 96,666 shares; 2025Q1: 104,071 shares; 2025Q2: 125,462 shares; 2025Q3: 131,407 shares; 2025Q4: 135,516 shares 135,516 $3.37M 0.11% +4,109 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: 3,284 shares; 2024Q4: 2,661 shares; 2025Q1: 7,470 shares; 2025Q2: 12,675 shares; 2025Q3: 27,431 shares; 2025Q4: 40,653 shares 40,653 $3.32M 0.11% +13,222 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: 166,996 shares; 2024Q4: 191,966 shares; 2025Q1: 188,186 shares; 2025Q2: 74,342 shares; 2025Q3: 48,651 shares; 2025Q4: 39,685 shares 39,685 $3.29M 0.11% -8,966 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,049 shares; 2024Q4: 33,707 shares; 2025Q1: 36,149 shares; 2025Q2: 43,377 shares; 2025Q3: 42,594 shares; 2025Q4: 44,557 shares 44,557 $3.27M 0.11% +1,963 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,942 shares; 2024Q4: 19,021 shares; 2025Q1: 22,267 shares; 2025Q2: 24,318 shares; 2025Q3: 24,870 shares; 2025Q4: 25,317 shares 25,317 $3.23M 0.11% +447 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: 28,457 shares; 2024Q4: 31,110 shares; 2025Q1: 34,952 shares; 2025Q2: 38,681 shares; 2025Q3: 41,670 shares; 2025Q4: 46,388 shares 46,388 $3.22M 0.11% +4,718 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: 109,214 shares; 2024Q4: 119,068 shares; 2025Q1: 126,431 shares; 2025Q2: 134,709 shares; 2025Q3: 139,970 shares; 2025Q4: 137,463 shares 137,463 $3.22M 0.11% -2,507 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: 32,462 shares; 2024Q4: 37,123 shares; 2025Q1: 36,737 shares; 2025Q2: 41,182 shares; 2025Q3: 38,670 shares; 2025Q4: 45,952 shares 45,952 $3.21M 0.11% +7,282 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: 23,659 shares; 2024Q4: 27,978 shares; 2025Q1: 32,000 shares; 2025Q2: 33,539 shares; 2025Q3: 36,708 shares; 2025Q4: 34,216 shares 34,216 $3.2M 0.11% -2,492 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: 18,664 shares; 2024Q4: 22,226 shares; 2025Q1: 27,736 shares; 2025Q2: 29,913 shares; 2025Q3: 39,025 shares; 2025Q4: 40,753 shares 40,753 $3.14M 0.1% +1,728 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: 42,787 shares; 2024Q4: 56,052 shares; 2025Q1: 24,045 shares; 2025Q2: 20,610 shares; 2025Q3: 19,242 shares; 2025Q4: 57,068 shares 57,068 $3.13M 0.1% +37,826 Timeline SLYV 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: 43,556 shares; 2024Q4: 42,616 shares; 2025Q1: 41,658 shares; 2025Q2: 35,619 shares; 2025Q3: 34,685 shares; 2025Q4: 33,832 shares 33,832 $3.08M 0.1% -853 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 479 shares; 2025Q1: 543 shares; 2025Q2: 472 shares; 2025Q3: 19,487 shares; 2025Q4: 18,500 shares 18,500 $3.02M 0.1% -987 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 4 shares 4 $3.02M 0.1% +1 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: 2,215 shares; 2024Q4: 2,240 shares; 2025Q1: 4,086 shares; 2025Q2: 5,157 shares; 2025Q3: 5,362 shares; 2025Q4: 5,285 shares 5,285 $3.02M 0.1% -77 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: 26,047 shares; 2024Q4: 91,447 shares; 2025Q1: 101,641 shares; 2025Q2: 112,768 shares; 2025Q3: 116,908 shares; 2025Q4: 109,836 shares 109,836 $3.01M 0.1% -7,072 Timeline SSO 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 3,286 shares; 2025Q4: 51,965 shares 51,965 $3.01M 0.1% +48,679 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: 9,364 shares; 2024Q4: 13,357 shares; 2025Q1: 13,718 shares; 2025Q2: 14,798 shares; 2025Q3: 15,550 shares; 2025Q4: 16,351 shares 16,351 $3M 0.1% +801 Timeline TQQQ 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: 26,336 shares; 2024Q4: 1,751 shares; 2025Q1: 6,716 shares; 2025Q2: 35,459 shares; 2025Q3: 28,852 shares; 2025Q4: 56,505 shares 56,505 $2.98M 0.1% +27,653 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: 1,272 shares; 2024Q4: 1,360 shares; 2025Q1: 2,356 shares; 2025Q2: 3,554 shares; 2025Q3: 4,561 shares; 2025Q4: 6,283 shares 6,283 $2.95M 0.1% +1,722 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: 854 shares; 2024Q4: 4,097 shares; 2025Q1: 4,456 shares; 2025Q2: 4,391 shares; 2025Q3: 4,757 shares; 2025Q4: 5,195 shares 5,195 $2.94M 0.1% +438 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 37,198 shares; 2025Q2: 37,014 shares; 2025Q3: 37,705 shares; 2025Q4: 37,864 shares 37,864 $2.93M 0.1% +159 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: 22,279 shares; 2024Q4: 22,407 shares; 2025Q1: 22,152 shares; 2025Q2: 28,452 shares; 2025Q3: 33,347 shares; 2025Q4: 34,353 shares 34,353 $2.89M 0.1% +1,006 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,915 shares; 2024Q4: 18,769 shares; 2025Q1: 19,884 shares; 2025Q2: 21,743 shares; 2025Q3: 22,920 shares; 2025Q4: 21,815 shares 21,815 $2.88M 0.1% -1,105 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,686 shares; 2024Q4: 80,661 shares; 2025Q1: 80,126 shares; 2025Q2: 94,315 shares; 2025Q3: 99,782 shares; 2025Q4: 99,395 shares 99,395 $2.81M 0.09% -387 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,666 shares; 2024Q4: 88,735 shares; 2025Q1: 167,564 shares; 2025Q2: 106,311 shares; 2025Q3: 106,678 shares; 2025Q4: 102,494 shares 102,494 $2.76M 0.09% -4,184 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: 7,982 shares; 2024Q4: 13,619 shares; 2025Q1: 13,250 shares; 2025Q2: 20,998 shares; 2025Q3: 19,071 shares; 2025Q4: 19,209 shares 19,209 $2.76M 0.09% +138 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: 13,384 shares; 2024Q4: 17,045 shares; 2025Q1: 50,252 shares; 2025Q2: 21,143 shares; 2025Q3: 24,771 shares; 2025Q4: 64,509 shares 64,509 $2.75M 0.09% +39,738 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,967 shares; 2024Q4: 47,111 shares; 2025Q1: 50,282 shares; 2025Q2: 58,816 shares; 2025Q3: 62,608 shares; 2025Q4: 61,386 shares 61,386 $2.75M 0.09% -1,222 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: 45,953 shares; 2024Q4: 43,882 shares; 2025Q1: 32,732 shares; 2025Q2: 28,331 shares; 2025Q3: 27,486 shares; 2025Q4: 27,755 shares 27,755 $2.67M 0.09% +269 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: 630 shares; 2024Q4: 763 shares; 2025Q1: 1,820 shares; 2025Q2: 5,550 shares; 2025Q3: 5,503 shares; 2025Q4: 5,474 shares 5,474 $2.65M 0.09% -29 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: 5,153 shares; 2024Q4: 9,445 shares; 2025Q1: 10,159 shares; 2025Q2: 13,010 shares; 2025Q3: 13,555 shares; 2025Q4: 17,160 shares 17,160 $2.64M 0.09% +3,605 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,972 shares; 2024Q4: 15,586 shares; 2025Q1: 16,945 shares; 2025Q2: 19,528 shares; 2025Q3: 21,179 shares; 2025Q4: 20,494 shares 20,494 $2.64M 0.09% -685 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,817 shares; 2024Q4: 111,421 shares; 2025Q1: 118,836 shares; 2025Q2: 130,585 shares; 2025Q3: 136,999 shares; 2025Q4: 130,255 shares 130,255 $2.64M 0.09% -6,744 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: 12,313 shares; 2024Q4: 12,187 shares; 2025Q1: 12,195 shares; 2025Q2: 12,195 shares; 2025Q3: 12,209 shares; 2025Q4: 12,506 shares 12,506 $2.62M 0.09% +297 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,889 shares; 2024Q4: 177,074 shares; 2025Q1: 176,864 shares; 2025Q2: 176,521 shares; 2025Q3: 107,800 shares; 2025Q4: 108,829 shares 108,829 $2.57M 0.09% +1,029 Timeline SLYG 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: 21,669 shares; 2024Q4: 21,368 shares; 2025Q1: 21,102 shares; 2025Q2: 20,060 shares; 2025Q3: 26,529 shares; 2025Q4: 26,748 shares 26,748 $2.52M 0.08% +219 Timeline IGRO 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: 578 shares; 2024Q4: 947 shares; 2025Q1: 9,616 shares; 2025Q2: 15,070 shares; 2025Q3: 27,461 shares; 2025Q4: 30,438 shares 30,438 $2.52M 0.08% +2,977 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: 6,458 shares; 2024Q4: 4,601 shares; 2025Q1: 5,393 shares; 2025Q2: 5,900 shares; 2025Q3: 8,251 shares; 2025Q4: 8,199 shares 8,199 $2.51M 0.08% -52 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: 4,167 shares; 2024Q4: 51,990 shares; 2025Q1: 58,531 shares; 2025Q2: 76,000 shares; 2025Q3: 76,628 shares; 2025Q4: 72,035 shares 72,035 $2.48M 0.08% -4,593 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,200 shares; 2024Q4: 72,358 shares; 2025Q1: 79,030 shares; 2025Q2: 87,349 shares; 2025Q3: 90,417 shares; 2025Q4: 86,547 shares 86,547 $2.43M 0.08% -3,870 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,766 shares; 2024Q4: 123,416 shares; 2025Q1: 147,148 shares; 2025Q2: 178,422 shares; 2025Q3: 183,332 shares; 2025Q4: 164,061 shares 164,061 $2.43M 0.08% -19,271 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: 1,360 shares; 2024Q4: 1,063 shares; 2025Q1: 3,970 shares; 2025Q2: 4,133 shares; 2025Q3: 9,257 shares; 2025Q4: 8,502 shares 8,502 $2.43M 0.08% -755 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: 19,645 shares; 2024Q4: 22,082 shares; 2025Q1: 28,341 shares; 2025Q2: 51,814 shares; 2025Q3: 39,666 shares; 2025Q4: 41,438 shares 41,438 $2.39M 0.08% +1,772 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 5,897 shares; 2025Q1: 65,467 shares; 2025Q2: 101,839 shares; 2025Q3: 190,039 shares; 2025Q4: 206,868 shares 206,868 $2.38M 0.08% +16,829 Timeline DIVB 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: 26,728 shares; 2024Q4: 32,006 shares; 2025Q1: 35,345 shares; 2025Q2: 38,352 shares; 2025Q3: 41,245 shares; 2025Q4: 44,769 shares 44,769 $2.38M 0.08% +3,524 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: 28,675 shares; 2024Q4: 29,512 shares; 2025Q1: 31,179 shares; 2025Q2: 27,098 shares; 2025Q3: 35,220 shares; 2025Q4: 38,045 shares 38,045 $2.38M 0.08% +2,825 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 3,414 shares; 2025Q1: 8,352 shares; 2025Q2: 9,357 shares; 2025Q3: 11,590 shares; 2025Q4: 13,814 shares 13,814 $2.36M 0.08% +2,224 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,818 shares; 2024Q4: 116,054 shares; 2025Q1: 103,857 shares; 2025Q2: 99,830 shares; 2025Q3: 87,646 shares; 2025Q4: 82,699 shares 82,699 $2.36M 0.08% -4,947 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,087 shares; 2025Q1: 4,132 shares; 2025Q2: 4,766 shares; 2025Q3: 6,601 shares; 2025Q4: 6,699 shares 6,699 $2.34M 0.08% +98 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,112 shares; 2024Q4: 174,762 shares; 2025Q1: 188,864 shares; 2025Q2: 208,160 shares; 2025Q3: 212,604 shares; 2025Q4: 213,056 shares 213,056 $2.32M 0.08% +452 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 17,762 shares; 2025Q1: 21,548 shares; 2025Q2: 31,199 shares; 2025Q3: 33,550 shares; 2025Q4: 34,492 shares 34,492 $2.31M 0.08% +942 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: 1,761 shares; 2024Q4: 1,991 shares; 2025Q1: 4,431 shares; 2025Q2: 5,528 shares; 2025Q3: 4,619 shares; 2025Q4: 4,709 shares 4,709 $2.3M 0.08% +90 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 3,237 shares; 2025Q2: 2,257 shares; 2025Q3: 4,976 shares; 2025Q4: 26,623 shares 26,623 $2.27M 0.08% +21,647 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: 85,701 shares; 2024Q4: 68,499 shares; 2025Q1: 62,993 shares; 2025Q2: 48,937 shares; 2025Q3: 34,967 shares; 2025Q4: 28,948 shares 28,948 $2.25M 0.08% -6,019 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: 15,016 shares; 2024Q4: 15,100 shares; 2025Q1: 14,096 shares; 2025Q2: 15,553 shares; 2025Q3: 16,590 shares; 2025Q4: 15,566 shares 15,566 $2.23M 0.07% -1,024 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: 18,226 shares; 2024Q4: 19,787 shares; 2025Q1: 20,893 shares; 2025Q2: 20,296 shares; 2025Q3: 22,083 shares; 2025Q4: 22,320 shares 22,320 $2.23M 0.07% +237 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,854 shares; 2024Q4: 22,360 shares; 2025Q1: 21,904 shares; 2025Q2: 19,906 shares; 2025Q3: 19,608 shares; 2025Q4: 19,576 shares 19,576 $2.23M 0.07% -32 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,580 shares; 2024Q4: 52,682 shares; 2025Q1: 52,769 shares; 2025Q2: 52,762 shares; 2025Q3: 55,599 shares; 2025Q4: 55,714 shares 55,714 $2.21M 0.07% +115 Timeline EFIV 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: 1,349 shares; 2024Q4: 2,066 shares; 2025Q1: 21,791 shares; 2025Q2: 24,622 shares; 2025Q3: 24,821 shares; 2025Q4: 32,920 shares 32,920 $2.18M 0.07% +8,099 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: 11,857 shares; 2024Q4: 11,995 shares; 2025Q1: 13,309 shares; 2025Q2: 11,913 shares; 2025Q3: 11,284 shares; 2025Q4: 11,333 shares 11,333 $2.16M 0.07% +49 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,039 shares; 2025Q1: 3,616 shares; 2025Q2: 6,569 shares; 2025Q3: 6,507 shares; 2025Q4: 6,606 shares 6,606 $2.16M 0.07% +99 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,649 shares; 2024Q4: 29,504 shares; 2025Q1: 39,644 shares; 2025Q2: 47,110 shares; 2025Q3: 36,905 shares; 2025Q4: 43,525 shares 43,525 $2.16M 0.07% +6,620 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 9,433 shares; 2025Q1: 10,063 shares; 2025Q2: 10,797 shares; 2025Q3: 10,249 shares; 2025Q4: 10,487 shares 10,487 $2.16M 0.07% +238 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,127 shares; 2024Q4: 170,753 shares; 2025Q1: 280,702 shares; 2025Q2: 73,708 shares; 2025Q3: 51,640 shares; 2025Q4: 32,908 shares 32,908 $2.15M 0.07% -18,732 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: 2,038 shares; 2024Q4: 11,044 shares; 2025Q1: 11,699 shares; 2025Q2: 16,022 shares; 2025Q3: 17,861 shares; 2025Q4: 18,450 shares 18,450 $2.13M 0.07% +589 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: 12,344 shares; 2024Q4: 16,349 shares; 2025Q1: 13,683 shares; 2025Q2: 14,853 shares; 2025Q3: 16,031 shares; 2025Q4: 16,866 shares 16,866 $2.11M 0.07% +835 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,611 shares; 2024Q4: 107,541 shares; 2025Q1: 114,837 shares; 2025Q2: 141,964 shares; 2025Q3: 161,964 shares; 2025Q4: 141,907 shares 141,907 $2.11M 0.07% -20,057 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: 4,835 shares; 2024Q4: 5,009 shares; 2025Q1: 5,674 shares; 2025Q2: 6,523 shares; 2025Q3: 10,977 shares; 2025Q4: 10,736 shares 10,736 $2.09M 0.07% -241 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: 27,829 shares; 2024Q4: 28,341 shares; 2025Q1: 25,879 shares; 2025Q2: 26,162 shares; 2025Q3: 28,589 shares; 2025Q4: 30,709 shares 30,709 $2.06M 0.07% +2,120 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: 3,917 shares; 2024Q4: 4,282 shares; 2025Q1: 7,637 shares; 2025Q2: 10,692 shares; 2025Q3: 11,659 shares; 2025Q4: 11,595 shares 11,595 $2.06M 0.07% -64 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: 2,510 shares; 2024Q4: 2,483 shares; 2025Q1: 2,638 shares; 2025Q2: 3,233 shares; 2025Q3: 3,890 shares; 2025Q4: 4,377 shares 4,377 $2.04M 0.07% +487 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 10,172 shares; 2025Q4: 16,249 shares 16,249 $2.02M 0.07% +6,077 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 24 shares; 2025Q1: 185,024 shares; 2025Q2: 185,024 shares; 2025Q3: 185,034 shares; 2025Q4: 185,109 shares 185,109 $2.02M 0.07% +75 Timeline SPMD 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: 41,268 shares; 2024Q4: 36,262 shares; 2025Q1: 35,894 shares; 2025Q2: 39,175 shares; 2025Q3: 32,410 shares; 2025Q4: 33,941 shares 33,941 $1.97M 0.07% +1,531 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: 2,542 shares; 2024Q4: 2,543 shares; 2025Q1: 4,586 shares; 2025Q2: 4,098 shares; 2025Q3: 4,047 shares; 2025Q4: 4,042 shares 4,042 $1.94M 0.06% -5 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: 2,252 shares; 2024Q4: 3,329 shares; 2025Q1: 4,597 shares; 2025Q2: 4,873 shares; 2025Q3: 36,860 shares; 2025Q4: 37,717 shares 37,717 $1.92M 0.06% +857 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: 12,686 shares; 2024Q4: 13,020 shares; 2025Q1: 11,229 shares; 2025Q2: 6,740 shares; 2025Q3: 5,730 shares; 2025Q4: 5,781 shares 5,781 $1.91M 0.06% +51 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: 2,368 shares; 2024Q4: 1,969 shares; 2025Q1: 2,410 shares; 2025Q2: 4,352 shares; 2025Q3: 2,453 shares; 2025Q4: 2,527 shares 2,527 $1.9M 0.06% +74 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,743 shares; 2024Q4: 97,743 shares; 2025Q1: 97,973 shares; 2025Q2: 87,533 shares; 2025Q3: 54,939 shares; 2025Q4: 57,676 shares 57,676 $1.9M 0.06% +2,737 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: 64,601 shares; 2024Q4: 59,504 shares; 2025Q1: 56,948 shares; 2025Q2: 52,079 shares; 2025Q3: 43,519 shares; 2025Q4: 40,629 shares 40,629 $1.9M 0.06% -2,890 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,879 shares; 2024Q4: 61,695 shares; 2025Q1: 60,846 shares; 2025Q2: 55,223 shares; 2025Q3: 52,652 shares; 2025Q4: 50,438 shares 50,438 $1.85M 0.06% -2,214 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: 1,536 shares; 2024Q4: 1,628 shares; 2025Q1: 1,675 shares; 2025Q2: 3,199 shares; 2025Q3: 2,357 shares; 2025Q4: 2,066 shares 2,066 $1.82M 0.06% -291 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: 9,100 shares; 2024Q4: 9,513 shares; 2025Q1: 9,824 shares; 2025Q2: 12,424 shares; 2025Q3: 10,956 shares; 2025Q4: 11,296 shares 11,296 $1.81M 0.06% +340 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 8,691 shares; 2025Q1: 9,512 shares; 2025Q2: 10,136 shares; 2025Q3: 10,181 shares; 2025Q4: 10,228 shares 10,228 $1.77M 0.06% +47 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,880 shares; 2024Q4: 22,124 shares; 2025Q1: 21,012 shares; 2025Q2: 19,408 shares; 2025Q3: 17,309 shares; 2025Q4: 16,090 shares 16,090 $1.77M 0.06% -1,219 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,495 shares; 2024Q4: 34,267 shares; 2025Q1: 43,401 shares; 2025Q2: 68,257 shares; 2025Q3: 76,322 shares; 2025Q4: 74,763 shares 74,763 $1.75M 0.06% -1,559 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,746 shares; 2024Q4: 60,385 shares; 2025Q1: 65,272 shares; 2025Q2: 73,869 shares; 2025Q3: 80,039 shares; 2025Q4: 72,011 shares 72,011 $1.71M 0.06% -8,028 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: 1,141 shares; 2024Q4: 1,232 shares; 2025Q1: 1,517 shares; 2025Q2: 1,806 shares; 2025Q3: 2,081 shares; 2025Q4: 2,066 shares 2,066 $1.7M 0.06% -15 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: 7,124 shares; 2024Q4: 7,152 shares; 2025Q1: 7,267 shares; 2025Q2: 7,246 shares; 2025Q3: 6,747 shares; 2025Q4: 7,666 shares 7,666 $1.68M 0.06% +919 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: 4,269 shares; 2024Q4: 3,749 shares; 2025Q1: 3,736 shares; 2025Q2: 4,240 shares; 2025Q3: 6,801 shares; 2025Q4: 6,345 shares 6,345 $1.68M 0.06% -456 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: 5,536 shares; 2025Q1: 9,797 shares; 2025Q2: 8,846 shares; 2025Q3: 8,850 shares; 2025Q4: 12,637 shares 12,637 $1.66M 0.06% +3,787 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,030 shares; 2025Q1: 2,033 shares; 2025Q2: 3,468 shares; 2025Q3: 4,995 shares; 2025Q4: 6,539 shares 6,539 $1.65M 0.06% +1,544 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,699 shares; 2024Q4: 34,841 shares; 2025Q1: 37,251 shares; 2025Q2: 45,882 shares; 2025Q3: 48,002 shares; 2025Q4: 39,344 shares 39,344 $1.6M 0.05% -8,658 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,668 shares; 2025Q1: 5,644 shares; 2025Q2: 9,169 shares; 2025Q3: 10,238 shares; 2025Q4: 10,590 shares 10,590 $1.6M 0.05% +352 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: 565 shares; 2024Q4: 673 shares; 2025Q1: 1,125 shares; 2025Q2: 3,483 shares; 2025Q3: 4,355 shares; 2025Q4: 5,121 shares 5,121 $1.6M 0.05% +766 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 9,467 shares; 2025Q1: 16,228 shares; 2025Q2: 15,712 shares; 2025Q3: 13,937 shares; 2025Q4: 13,678 shares 13,678 $1.6M 0.05% -259 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: 3,212 shares; 2024Q4: 3,212 shares; 2025Q1: 3,281 shares; 2025Q2: 3,212 shares; 2025Q3: 5,500 shares; 2025Q4: 5,050 shares 5,050 $1.59M 0.05% -450 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: 8,185 shares; 2024Q4: 8,185 shares; 2025Q1: 11,849 shares; 2025Q2: 12,076 shares; 2025Q3: 9,840 shares; 2025Q4: 19,567 shares 19,567 $1.59M 0.05% +9,727 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: 17,100 shares; 2025Q1: 29,031 shares; 2025Q2: 32,429 shares; 2025Q3: 28,255 shares; 2025Q4: 28,890 shares 28,890 $1.56M 0.05% +635 Timeline DLS 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: 27,076 shares; 2024Q4: 26,419 shares; 2025Q1: 25,367 shares; 2025Q2: 21,331 shares; 2025Q3: 20,204 shares; 2025Q4: 19,183 shares 19,183 $1.55M 0.05% -1,021 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: 11,389 shares; 2024Q4: 12,479 shares; 2025Q1: 13,895 shares; 2025Q2: 14,109 shares; 2025Q3: 16,042 shares; 2025Q4: 19,158 shares 19,158 $1.54M 0.05% +3,116 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: 10,883 shares; 2024Q4: 37,589 shares; 2025Q1: 58,673 shares; 2025Q2: 63,414 shares; 2025Q3: 58,059 shares; 2025Q4: 57,971 shares 57,971 $1.52M 0.05% -88 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 152 shares; 2025Q1: 25,170 shares; 2025Q2: 24,285 shares; 2025Q3: 23,876 shares; 2025Q4: 22,150 shares 22,150 $1.52M 0.05% -1,726 Timeline SPHQ 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: 4,203 shares; 2024Q4: 4,224 shares; 2025Q1: 3,824 shares; 2025Q2: 3,517 shares; 2025Q3: 3,507 shares; 2025Q4: 20,097 shares 20,097 $1.51M 0.05% +16,590 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,320 shares; 2025Q1: 4,234 shares; 2025Q2: 4,407 shares; 2025Q3: 4,836 shares; 2025Q4: 4,075 shares 4,075 $1.51M 0.05% -761 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: 10,800 shares; 2024Q4: 15,629 shares; 2025Q1: 25,603 shares; 2025Q2: 30,143 shares; 2025Q3: 29,069 shares; 2025Q4: 27,420 shares 27,420 $1.46M 0.05% -1,649 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: 8,170 shares; 2024Q4: 7,881 shares; 2025Q1: 7,722 shares; 2025Q2: 7,204 shares; 2025Q3: 7,004 shares; 2025Q4: 6,866 shares 6,866 $1.44M 0.05% -138 Timeline RLY 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: 88,765 shares; 2024Q4: 242,987 shares; 2025Q1: 205,693 shares; 2025Q2: 127,870 shares; 2025Q3: 131,429 shares; 2025Q4: 45,851 shares 45,851 $1.44M 0.05% -85,578 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 208 shares; 2025Q2: 225 shares; 2025Q3: 256 shares; 2025Q4: 269 shares 269 $1.44M 0.05% +13 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 215 shares; 2025Q1: 806 shares; 2025Q2: 797 shares; 2025Q3: 1,670 shares; 2025Q4: 2,132 shares 2,132 $1.44M 0.05% +462 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: 35,135 shares; 2024Q4: 36,042 shares; 2025Q1: 36,826 shares; 2025Q2: 37,530 shares; 2025Q3: 40,520 shares; 2025Q4: 41,763 shares 41,763 $1.43M 0.05% +1,243 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 58,301 shares; 2025Q1: 56,769 shares; 2025Q2: 77,951 shares; 2025Q3: 61,791 shares; 2025Q4: 51,219 shares 51,219 $1.39M 0.05% -10,572 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: 4,909 shares; 2024Q4: 5,273 shares; 2025Q1: 22,885 shares; 2025Q2: 12,857 shares; 2025Q3: 10,980 shares; 2025Q4: 8,976 shares 8,976 $1.39M 0.05% -2,004 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: 1,377 shares; 2024Q4: 1,284 shares; 2025Q1: 1,391 shares; 2025Q2: 2,171 shares; 2025Q3: 2,469 shares; 2025Q4: 3,892 shares 3,892 $1.37M 0.05% +1,423 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: 7,871 shares; 2024Q4: 10,194 shares; 2025Q1: 11,425 shares; 2025Q2: 11,595 shares; 2025Q3: 16,461 shares; 2025Q4: 15,748 shares 15,748 $1.37M 0.05% -713 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,760 shares; 2024Q4: 7,763 shares; 2025Q1: 6,433 shares; 2025Q2: 6,378 shares; 2025Q3: 12,248 shares; 2025Q4: 13,647 shares 13,647 $1.36M 0.05% +1,399 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: 39,481 shares; 2024Q4: 42,273 shares; 2025Q1: 43,351 shares; 2025Q2: 50,096 shares; 2025Q3: 54,483 shares; 2025Q4: 54,110 shares 54,110 $1.34M 0.04% -373 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,635 shares; 2024Q4: 39,635 shares; 2025Q1: 43,535 shares; 2025Q2: 51,865 shares; 2025Q3: 56,490 shares; 2025Q4: 60,740 shares 60,740 $1.34M 0.04% +4,250 Timeline IUS 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: 15,412 shares; 2024Q4: 16,618 shares; 2025Q1: 29,025 shares; 2025Q2: 28,893 shares; 2025Q3: 21,488 shares; 2025Q4: 23,127 shares 23,127 $1.32M 0.04% +1,639 Timeline ESGV 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: 20,078 shares; 2024Q4: 20,488 shares; 2025Q1: 12,989 shares; 2025Q2: 12,788 shares; 2025Q3: 12,661 shares; 2025Q4: 10,838 shares 10,838 $1.31M 0.04% -1,823 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: 3,852 shares; 2024Q4: 1,392 shares; 2025Q1: 1,575 shares; 2025Q2: 3,697 shares; 2025Q3: 7,712 shares; 2025Q4: 9,674 shares 9,674 $1.31M 0.04% +1,962 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,424 shares; 2024Q4: 40,638 shares; 2025Q1: 29,103 shares; 2025Q2: 29,052 shares; 2025Q3: 33,161 shares; 2025Q4: 35,428 shares 35,428 $1.31M 0.04% +2,267 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,064 shares; 2024Q4: 86,261 shares; 2025Q1: 77,391 shares; 2025Q2: 67,014 shares; 2025Q3: 61,820 shares; 2025Q4: 55,379 shares 55,379 $1.29M 0.04% -6,441 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: 2,444 shares; 2024Q4: 2,381 shares; 2025Q1: 2,605 shares; 2025Q2: 2,945 shares; 2025Q3: 5,317 shares; 2025Q4: 5,660 shares 5,660 $1.29M 0.04% +343 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 492 shares; 2025Q1: 610 shares; 2025Q2: 10,384 shares; 2025Q3: 14,016 shares; 2025Q4: 14,016 shares 14,016 $1.28M 0.04% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 12,129 shares; 2025Q1: 11,952 shares; 2025Q2: 13,763 shares; 2025Q3: 20,228 shares; 2025Q4: 19,623 shares 19,623 $1.26M 0.04% -605 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: 6,129 shares; 2024Q4: 6,808 shares; 2025Q1: 9,122 shares; 2025Q2: 12,157 shares; 2025Q3: 12,367 shares; 2025Q4: 13,299 shares 13,299 $1.24M 0.04% +932 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,682 shares; 2024Q4: 61,359 shares; 2025Q1: 49,900 shares; 2025Q2: 65,386 shares; 2025Q3: 55,582 shares; 2025Q4: 51,416 shares 51,416 $1.24M 0.04% -4,166 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 15 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 2,013 shares 2,013 $1.22M 0.04% +2,000 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: 20,512 shares; 2024Q4: 18,508 shares; 2025Q1: 17,851 shares; 2025Q2: 14,437 shares; 2025Q3: 12,410 shares; 2025Q4: 13,636 shares 13,636 $1.21M 0.04% +1,226 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,558 shares; 2024Q4: 28,558 shares; 2025Q1: 38,558 shares; 2025Q2: 28,557 shares; 2025Q3: 28,552 shares; 2025Q4: 28,560 shares 28,560 $1.2M 0.04% +8 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: 17,216 shares; 2024Q4: 16,664 shares; 2025Q1: 16,677 shares; 2025Q2: 17,113 shares; 2025Q3: 15,026 shares; 2025Q4: 15,235 shares 15,235 $1.2M 0.04% +209 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: 4,206 shares; 2024Q4: 4,624 shares; 2025Q1: 3,894 shares; 2025Q2: 4,818 shares; 2025Q3: 4,922 shares; 2025Q4: 5,941 shares 5,941 $1.16M 0.04% +1,019 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: 7,835 shares; 2024Q4: 9,205 shares; 2025Q1: 11,476 shares; 2025Q2: 13,172 shares; 2025Q3: 8,313 shares; 2025Q4: 9,401 shares 9,401 $1.15M 0.04% +1,088 Timeline VSS 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: 9,776 shares; 2024Q4: 9,099 shares; 2025Q1: 9,033 shares; 2025Q2: 8,111 shares; 2025Q3: 7,900 shares; 2025Q4: 8,000 shares 8,000 $1.15M 0.04% +100 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 38,330 shares; 2025Q1: 40,199 shares; 2025Q2: 39,999 shares; 2025Q3: 39,343 shares; 2025Q4: 38,378 shares 38,378 $1.14M 0.04% -965 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,171 shares; 2025Q1: 5,517 shares; 2025Q2: 4,332 shares; 2025Q3: 5,313 shares; 2025Q4: 4,956 shares 4,956 $1.13M 0.04% -357 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 3,351 shares; 2025Q1: 2,792 shares; 2025Q2: 3,051 shares; 2025Q3: 2,911 shares; 2025Q4: 4,068 shares 4,068 $1.12M 0.04% +1,157 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 11,635 shares; 2025Q1: 10,572 shares; 2025Q2: 11,832 shares; 2025Q3: 12,423 shares; 2025Q4: 20,911 shares 20,911 $1.12M 0.04% +8,488 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: 5,117 shares; 2024Q4: 5,279 shares; 2025Q1: 5,690 shares; 2025Q2: 7,309 shares; 2025Q3: 6,467 shares; 2025Q4: 6,832 shares 6,832 $1.11M 0.04% +365 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,588 shares; 2025Q1: 1,651 shares; 2025Q2: 1,390 shares; 2025Q3: 2,957 shares; 2025Q4: 2,959 shares 2,959 $1.11M 0.04% +2 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 3,272 shares; 2025Q1: 3,488 shares; 2025Q2: 4,174 shares; 2025Q3: 4,808 shares; 2025Q4: 3,801 shares 3,801 $1.1M 0.04% -1,007 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,987 shares; 2025Q1: 5,181 shares; 2025Q2: 5,994 shares; 2025Q3: 6,904 shares; 2025Q4: 5,646 shares 5,646 $1.09M 0.04% -1,258 Timeline MDYG 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: 6,803 shares; 2024Q4: 2,171 shares; 2025Q1: 2,168 shares; 2025Q2: 1,871 shares; 2025Q3: 10,838 shares; 2025Q4: 11,760 shares 11,760 $1.09M 0.04% +922 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: 1,900 shares; 2024Q4: 1,726 shares; 2025Q1: 2,276 shares; 2025Q2: 2,771 shares; 2025Q3: 3,215 shares; 2025Q4: 3,209 shares 3,209 $1.08M 0.04% -6 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: 31,829 shares; 2024Q4: 29,373 shares; 2025Q1: 18,067 shares; 2025Q2: 17,467 shares; 2025Q3: 30,166 shares; 2025Q4: 33,624 shares 33,624 $1.08M 0.04% +3,458 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 82 shares; 2025Q1: 498 shares; 2025Q2: 483 shares; 2025Q3: 915 shares; 2025Q4: 1,007 shares 1,007 $1.08M 0.04% +92 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 8,684 shares; 2025Q1: 9,499 shares; 2025Q2: 11,042 shares; 2025Q3: 9,156 shares; 2025Q4: 13,266 shares 13,266 $1.07M 0.04% +4,110 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 6,909 shares; 2025Q1: 12,668 shares; 2025Q2: 12,668 shares; 2025Q3: 8,305 shares; 2025Q4: 24,636 shares 24,636 $1.07M 0.04% +16,331 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,000 shares; 2025Q1: 2,220 shares; 2025Q2: 2,150 shares; 2025Q3: 14,424 shares; 2025Q4: 14,385 shares 14,385 $1.03M 0.03% -39 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: 2,204 shares; 2024Q4: 2,272 shares; 2025Q1: 2,210 shares; 2025Q2: 2,240 shares; 2025Q3: 2,221 shares; 2025Q4: 2,179 shares 2,179 $1.03M 0.03% -42 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 265 shares; 2025Q1: 294 shares; 2025Q2: 4,530 shares; 2025Q3: 3,388 shares; 2025Q4: 3,142 shares 3,142 $1M 0.03% -246 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: 7,280 shares; 2024Q4: 7,990 shares; 2025Q1: 9,217 shares; 2025Q2: 8,784 shares; 2025Q3: 9,977 shares; 2025Q4: 11,393 shares 11,393 $998K 0.03% +1,416 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: 9,541 shares; 2024Q4: 9,938 shares; 2025Q1: 7,095 shares; 2025Q2: 8,234 shares; 2025Q3: 7,629 shares; 2025Q4: 7,455 shares 7,455 $989K 0.03% -174 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 582 shares; 2025Q1: 546 shares; 2025Q2: 562 shares; 2025Q3: 727 shares; 2025Q4: 808 shares 808 $981K 0.03% +81 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 85 shares; 2025Q1: 176 shares; 2025Q2: 6,969 shares; 2025Q3: 6,906 shares; 2025Q4: 7,008 shares 7,008 $974K 0.03% +102 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: 19,889 shares; 2024Q4: 19,919 shares; 2025Q1: 21,779 shares; 2025Q2: 20,129 shares; 2025Q3: 20,213 shares; 2025Q4: 21,818 shares 21,818 $967K 0.03% +1,605 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 8,220 shares; 2025Q1: 9,746 shares; 2025Q2: 9,473 shares; 2025Q3: 10,165 shares; 2025Q4: 9,694 shares 9,694 $962K 0.03% -471 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,550 shares; 2025Q1: 2,907 shares; 2025Q2: 3,280 shares; 2025Q3: 3,120 shares; 2025Q4: 2,788 shares 2,788 $948K 0.03% -332 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: 1,329 shares; 2024Q4: 1,244 shares; 2025Q1: 1,523 shares; 2025Q2: 1,705 shares; 2025Q3: 1,898 shares; 2025Q4: 1,934 shares 1,934 $948K 0.03% +36 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,636 shares; 2024Q4: 23,364 shares; 2025Q1: 23,042 shares; 2025Q2: 22,999 shares; 2025Q3: 19,817 shares; 2025Q4: 19,032 shares 19,032 $941K 0.03% -785 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: 8,803 shares; 2024Q4: 9,465 shares; 2025Q1: 18,608 shares; 2025Q2: 10,697 shares; 2025Q3: 10,149 shares; 2025Q4: 9,622 shares 9,622 $941K 0.03% -527 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: 848 shares; 2024Q4: 2,752 shares; 2025Q1: 2,991 shares; 2025Q2: 2,878 shares; 2025Q3: 3,944 shares; 2025Q4: 5,047 shares 5,047 $930K 0.03% +1,103 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 10,751 shares; 2025Q1: 9,476 shares; 2025Q2: 11,515 shares; 2025Q3: 11,510 shares; 2025Q4: 11,661 shares 11,661 $926K 0.03% +151 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 543 shares; 2025Q1: 1,865 shares; 2025Q2: 2,012 shares; 2025Q3: 3,430 shares; 2025Q4: 4,679 shares 4,679 $922K 0.03% +1,249 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,437 shares; 2025Q1: 5,991 shares; 2025Q2: 6,647 shares; 2025Q3: 7,235 shares; 2025Q4: 6,761 shares 6,761 $920K 0.03% -474 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: 4,077 shares; 2024Q4: 3,481 shares; 2025Q1: 4,416 shares; 2025Q2: 3,933 shares; 2025Q3: 3,732 shares; 2025Q4: 3,479 shares 3,479 $913K 0.03% -253 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 4,856 shares; 2025Q1: 4,640 shares; 2025Q2: 6,565 shares; 2025Q3: 7,744 shares; 2025Q4: 7,752 shares 7,752 $909K 0.03% +8 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,239 shares; 2025Q2: 3,413 shares; 2025Q3: 3,268 shares; 2025Q4: 3,269 shares 3,269 $905K 0.03% +1 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,954 shares; 2025Q1: 5,112 shares; 2025Q2: 6,036 shares; 2025Q3: 5,716 shares; 2025Q4: 6,041 shares 6,041 $898K 0.03% +325 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,423 shares; 2025Q1: 676 shares; 2025Q2: 639 shares; 2025Q3: 657 shares; 2025Q4: 1,471 shares 1,471 $888K 0.03% +814 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: 4,995 shares; 2024Q4: 5,221 shares; 2025Q1: 10,819 shares; 2025Q2: 11,803 shares; 2025Q3: 10,208 shares; 2025Q4: 9,912 shares 9,912 $875K 0.03% -296 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: 6,394 shares; 2024Q4: 6,311 shares; 2025Q1: 6,178 shares; 2025Q2: 9,555 shares; 2025Q3: 9,670 shares; 2025Q4: 19,556 shares 19,556 $874K 0.03% +9,886 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: 1,247 shares; 2024Q4: 1,688 shares; 2025Q1: 1,820 shares; 2025Q2: 3,972 shares; 2025Q3: 4,219 shares; 2025Q4: 4,199 shares 4,199 $874K 0.03% -20 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: 907 shares; 2024Q4: 1,810 shares; 2025Q1: 3,942 shares; 2025Q2: 4,045 shares; 2025Q3: 4,112 shares; 2025Q4: 4,023 shares 4,023 $873K 0.03% -89 Timeline FNDF 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: 22,237 shares; 2024Q4: 29,146 shares; 2025Q1: 26,033 shares; 2025Q2: 29,411 shares; 2025Q3: 24,947 shares; 2025Q4: 19,152 shares 19,152 $866K 0.03% -5,795 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: 16,747 shares; 2024Q4: 16,707 shares; 2025Q1: 16,450 shares; 2025Q2: 16,507 shares; 2025Q3: 15,401 shares; 2025Q4: 15,121 shares 15,121 $861K 0.03% -280 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,807 shares; 2025Q1: 8,275 shares; 2025Q2: 10,516 shares; 2025Q3: 10,680 shares; 2025Q4: 10,487 shares 10,487 $860K 0.03% -193 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: 541 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 751 shares; 2025Q4: 803 shares 803 $859K 0.03% +52 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 4,111 shares; 2025Q1: 7,690 shares; 2025Q2: 8,822 shares; 2025Q3: 8,810 shares; 2025Q4: 8,145 shares 8,145 $853K 0.03% -665 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 2,748 shares; 2025Q1: 3,084 shares; 2025Q2: 3,693 shares; 2025Q3: 4,011 shares; 2025Q4: 3,831 shares 3,831 $842K 0.03% -180 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: 2,362 shares; 2024Q4: 2,327 shares; 2025Q1: 2,694 shares; 2025Q2: 2,707 shares; 2025Q3: 2,878 shares; 2025Q4: 2,997 shares 2,997 $836K 0.03% +119 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 380 shares; 2025Q1: 446 shares; 2025Q2: 1,074 shares; 2025Q3: 1,744 shares; 2025Q4: 1,760 shares 1,760 $827K 0.03% +16 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: 16,948 shares; 2024Q4: 19,174 shares; 2025Q1: 9,405 shares; 2025Q2: 7,566 shares; 2025Q3: 7,412 shares; 2025Q4: 6,870 shares 6,870 $826K 0.03% -542 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: 2,139 shares; 2024Q4: 2,706 shares; 2025Q1: 3,111 shares; 2025Q2: 3,055 shares; 2025Q3: 3,582 shares; 2025Q4: 3,194 shares 3,194 $822K 0.03% -388 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: 806 shares; 2024Q4: 2,121 shares; 2025Q1: 3,226 shares; 2025Q2: 5,649 shares; 2025Q3: 4,952 shares; 2025Q4: 5,050 shares 5,050 $813K 0.03% +98 Timeline REET 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: 47,819 shares; 2024Q4: 44,406 shares; 2025Q1: 41,827 shares; 2025Q2: 33,349 shares; 2025Q3: 33,384 shares; 2025Q4: 31,918 shares 31,918 $796K 0.03% -1,466 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: 5,357 shares; 2024Q4: 6,917 shares; 2025Q1: 5,928 shares; 2025Q2: 9,746 shares; 2025Q3: 13,803 shares; 2025Q4: 16,632 shares 16,632 $796K 0.03% +2,829 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: 56,342 shares; 2024Q4: 48,688 shares; 2025Q1: 42,661 shares; 2025Q2: 34,419 shares; 2025Q3: 27,877 shares; 2025Q4: 26,307 shares 26,307 $794K 0.03% -1,570 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 13,556 shares; 2025Q1: 12,947 shares; 2025Q2: 14,207 shares; 2025Q3: 13,842 shares; 2025Q4: 12,387 shares 12,387 $789K 0.03% -1,455 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,346 shares; 2025Q1: 3,492 shares; 2025Q2: 3,747 shares; 2025Q3: 4,363 shares; 2025Q4: 4,015 shares 4,015 $780K 0.03% -348 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 6,370 shares; 2025Q1: 21,536 shares; 2025Q2: 21,536 shares; 2025Q3: 46,754 shares; 2025Q4: 31,369 shares 31,369 $776K 0.03% -15,385 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,419 shares; 2024Q4: 8,617 shares; 2025Q1: 9,374 shares; 2025Q2: 8,494 shares; 2025Q3: 8,356 shares; 2025Q4: 7,482 shares 7,482 $775K 0.03% -874 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 4,878 shares; 2025Q1: 4,718 shares; 2025Q2: 4,680 shares; 2025Q3: 4,588 shares; 2025Q4: 3,657 shares 3,657 $775K 0.03% -931 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,297 shares; 2025Q1: 1,338 shares; 2025Q2: 1,931 shares; 2025Q3: 1,997 shares; 2025Q4: 1,959 shares 1,959 $762K 0.03% -38 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,763 shares; 2025Q1: 6,507 shares; 2025Q2: 7,154 shares; 2025Q3: 7,559 shares; 2025Q4: 8,713 shares 8,713 $761K 0.03% +1,154 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: 2,035 shares; 2024Q4: 1,880 shares; 2025Q1: 2,024 shares; 2025Q2: 2,282 shares; 2025Q3: 2,542 shares; 2025Q4: 2,492 shares 2,492 $757K 0.03% -50 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,357 shares; 2025Q4: 70,075 shares 70,075 $757K 0.03% +68,718 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: 14,304 shares; 2024Q4: 9,139 shares; 2025Q1: 6,446 shares; 2025Q2: 12,427 shares; 2025Q3: 50,545 shares; 2025Q4: 45,672 shares 45,672 $753K 0.03% -4,873 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 227 shares; 2025Q1: 315 shares; 2025Q2: 343 shares; 2025Q3: 383 shares; 2025Q4: 445 shares 445 $752K 0.03% +62 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,170 shares; 2025Q1: 3,866 shares; 2025Q2: 6,904 shares; 2025Q3: 6,767 shares; 2025Q4: 7,522 shares 7,522 $751K 0.03% +755 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 13,083 shares; 2025Q1: 12,472 shares; 2025Q2: 16,148 shares; 2025Q3: 13,816 shares; 2025Q4: 13,246 shares 13,246 $750K 0.03% -570 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: 2,320 shares; 2024Q4: 2,845 shares; 2025Q1: 1,622 shares; 2025Q2: 1,768 shares; 2025Q3: 2,115 shares; 2025Q4: 2,740 shares 2,740 $748K 0.03% +625 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 2,864 shares; 2025Q1: 5,219 shares; 2025Q2: 11,138 shares; 2025Q3: 14,928 shares; 2025Q4: 18,568 shares 18,568 $745K 0.02% +3,640 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,577 shares; 2025Q1: 2,579 shares; 2025Q2: 2,758 shares; 2025Q3: 2,366 shares; 2025Q4: 2,107 shares 2,107 $745K 0.02% -259 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 4,722 shares; 2025Q1: 5,323 shares; 2025Q2: 4,741 shares; 2025Q3: 1,915 shares; 2025Q4: 2,516 shares 2,516 $744K 0.02% +601 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,275 shares 37,275 $742K 0.02% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,908 shares; 2025Q1: 7,400 shares; 2025Q2: 7,857 shares; 2025Q3: 8,729 shares; 2025Q4: 13,066 shares 13,066 $741K 0.02% +4,337 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: 339 shares; 2024Q4: 413 shares; 2025Q1: 671 shares; 2025Q2: 1,277 shares; 2025Q3: 3,523 shares; 2025Q4: 3,349 shares 3,349 $735K 0.02% -174 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: 4,383 shares; 2024Q4: 7,895 shares; 2025Q1: 10,488 shares; 2025Q2: 10,351 shares; 2025Q3: 10,777 shares; 2025Q4: 11,129 shares 11,129 $735K 0.02% +352 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: 6,698 shares; 2024Q4: 7,847 shares; 2025Q1: 7,045 shares; 2025Q2: 8,706 shares; 2025Q3: 7,641 shares; 2025Q4: 7,599 shares 7,599 $732K 0.02% -42 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 2,458 shares; 2025Q1: 3,677 shares; 2025Q2: 3,615 shares; 2025Q3: 4,273 shares; 2025Q4: 4,811 shares 4,811 $731K 0.02% +538 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,333 shares; 2025Q1: 3,068 shares; 2025Q2: 2,516 shares; 2025Q3: 3,156 shares; 2025Q4: 3,160 shares 3,160 $731K 0.02% +4 Timeline PRFZ 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: 12,198 shares; 2024Q4: 14,599 shares; 2025Q1: 14,603 shares; 2025Q2: 15,372 shares; 2025Q3: 15,381 shares; 2025Q4: 15,900 shares 15,900 $730K 0.02% +519 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,128 shares 11,128 $728K 0.02% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 305 shares; 2025Q1: 415 shares; 2025Q2: 447 shares; 2025Q3: 453 shares; 2025Q4: 518 shares 518 $722K 0.02% +65 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 228 shares; 2025Q1: 670 shares; 2025Q2: 1,155 shares; 2025Q3: 1,134 shares; 2025Q4: 1,378 shares 1,378 $720K 0.02% +244 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: 64,934 shares; 2024Q4: 71,695 shares; 2025Q1: 86,158 shares; 2025Q2: 43,211 shares; 2025Q3: 38,369 shares; 2025Q4: 54,860 shares 54,860 $720K 0.02% +16,491 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,967 shares; 2025Q1: 5,321 shares; 2025Q2: 6,046 shares; 2025Q3: 6,153 shares; 2025Q4: 6,066 shares 6,066 $714K 0.02% -87 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,778 shares; 2025Q1: 4,728 shares; 2025Q2: 5,996 shares; 2025Q3: 6,889 shares; 2025Q4: 6,614 shares 6,614 $708K 0.02% -275 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,521 shares; 2025Q1: 1,044 shares; 2025Q2: 947 shares; 2025Q3: 2,212 shares; 2025Q4: 2,360 shares 2,360 $699K 0.02% +148 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 63 shares; 2025Q1: 2,223 shares; 2025Q2: 2,607 shares; 2025Q3: 2,802 shares; 2025Q4: 2,532 shares 2,532 $697K 0.02% -270 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: 2,278 shares; 2024Q4: 2,416 shares; 2025Q1: 2,566 shares; 2025Q2: 3,611 shares; 2025Q3: 4,215 shares; 2025Q4: 2,860 shares 2,860 $693K 0.02% -1,355 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,234 shares; 2025Q1: 3,333 shares; 2025Q2: 3,683 shares; 2025Q3: 3,714 shares; 2025Q4: 3,754 shares 3,754 $693K 0.02% +40 Timeline SDG 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: 5,968 shares; 2025Q2: 6,834 shares; 2025Q3: 6,834 shares; 2025Q4: 7,998 shares 7,998 $674K 0.02% +1,164 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: 8,583 shares; 2024Q4: 12,896 shares; 2025Q1: 12,162 shares; 2025Q2: 6,375 shares; 2025Q3: 9,905 shares; 2025Q4: 9,084 shares 9,084 $673K 0.02% -821 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: 300 shares; 2024Q4: 208 shares; 2025Q1: 436 shares; 2025Q2: 743 shares; 2025Q3: 1,037 shares; 2025Q4: 1,013 shares 1,013 $671K 0.02% -24 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: 3,922 shares; 2024Q4: 3,199 shares; 2025Q1: 3,187 shares; 2025Q2: 3,217 shares; 2025Q3: 3,555 shares; 2025Q4: 3,485 shares 3,485 $668K 0.02% -70 Timeline FMB 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: 190,756 shares; 2024Q4: 276,049 shares; 2025Q1: 317,203 shares; 2025Q2: 19,658 shares; 2025Q3: 14,496 shares; 2025Q4: 13,054 shares 13,054 $667K 0.02% -1,442 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,375 shares; 2025Q2: 1,623 shares; 2025Q3: 1,463 shares; 2025Q4: 1,579 shares 1,579 $666K 0.02% +116 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 557 shares; 2025Q1: 1,345 shares; 2025Q2: 1,701 shares; 2025Q3: 1,223 shares; 2025Q4: 1,158 shares 1,158 $660K 0.02% -65 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: 448 shares; 2024Q4: 566 shares; 2025Q1: 2,801 shares; 2025Q2: 3,112 shares; 2025Q3: 2,249 shares; 2025Q4: 2,428 shares 2,428 $658K 0.02% +179 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,770 shares; 2025Q1: 4,342 shares; 2025Q2: 4,834 shares; 2025Q3: 4,620 shares; 2025Q4: 4,109 shares 4,109 $654K 0.02% -511 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,982 shares; 2025Q1: 2,072 shares; 2025Q2: 2,110 shares; 2025Q3: 2,243 shares; 2025Q4: 2,262 shares 2,262 $653K 0.02% +19 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 281 shares; 2025Q1: 356 shares; 2025Q2: 4,122 shares; 2025Q3: 4,866 shares; 2025Q4: 4,254 shares 4,254 $652K 0.02% -612 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 4,209 shares; 2025Q1: 7,078 shares; 2025Q2: 8,133 shares; 2025Q3: 7,972 shares; 2025Q4: 7,547 shares 7,547 $647K 0.02% -425 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: 4,086 shares; 2024Q4: 6,831 shares; 2025Q1: 7,443 shares; 2025Q2: 7,747 shares; 2025Q3: 8,085 shares; 2025Q4: 8,464 shares 8,464 $645K 0.02% +379 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 1,967 shares; 2025Q1: 3,441 shares; 2025Q2: 3,581 shares; 2025Q3: 2,406 shares; 2025Q4: 2,207 shares 2,207 $640K 0.02% -199 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: 1,626 shares; 2024Q4: 1,242 shares; 2025Q1: 1,234 shares; 2025Q2: 2,663 shares; 2025Q3: 2,825 shares; 2025Q4: 8,475 shares 8,475 $639K 0.02% +5,650 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,876 shares; 2025Q1: 18,789 shares; 2025Q2: 18,240 shares; 2025Q3: 18,614 shares; 2025Q4: 16,428 shares 16,428 $636K 0.02% -2,186 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: 1,114 shares; 2024Q4: 1,300 shares; 2025Q1: 1,806 shares; 2025Q2: 1,965 shares; 2025Q3: 1,851 shares; 2025Q4: 2,363 shares 2,363 $634K 0.02% +512 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 144 shares; 2025Q1: 410 shares; 2025Q2: 631 shares; 2025Q3: 736 shares; 2025Q4: 1,089 shares 1,089 $632K 0.02% +353 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: 211 shares; 2024Q4: 217 shares; 2025Q1: 911 shares; 2025Q2: 830 shares; 2025Q3: 781 shares; 2025Q4: 1,104 shares 1,104 $627K 0.02% +323 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,458 shares; 2025Q1: 2,391 shares; 2025Q2: 2,935 shares; 2025Q3: 3,177 shares; 2025Q4: 3,230 shares 3,230 $627K 0.02% +53 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 4,429 shares; 2025Q3: 4,448 shares; 2025Q4: 4,546 shares 4,546 $621K 0.02% +98 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 565 shares; 2025Q1: 939 shares; 2025Q2: 1,407 shares; 2025Q3: 1,594 shares; 2025Q4: 3,010 shares 3,010 $617K 0.02% +1,416 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 1,017 shares; 2025Q1: 1,264 shares; 2025Q2: 1,446 shares; 2025Q3: 1,365 shares; 2025Q4: 1,478 shares 1,478 $616K 0.02% +113 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 336 shares; 2025Q1: 386 shares; 2025Q2: 2,341 shares; 2025Q3: 3,141 shares; 2025Q4: 2,787 shares 2,787 $615K 0.02% -354 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 496 shares; 2025Q1: 613 shares; 2025Q2: 742 shares; 2025Q3: 887 shares; 2025Q4: 892 shares 892 $613K 0.02% +5 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,687 shares; 2025Q1: 2,734 shares; 2025Q2: 7,297 shares; 2025Q3: 7,630 shares; 2025Q4: 3,758 shares 3,758 $611K 0.02% -3,872 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: 738 shares; 2024Q4: 923 shares; 2025Q1: 1,598 shares; 2025Q2: 4,143 shares; 2025Q3: 4,716 shares; 2025Q4: 5,082 shares 5,082 $609K 0.02% +366 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 2,532 shares; 2025Q1: 4,492 shares; 2025Q2: 4,364 shares; 2025Q3: 5,953 shares; 2025Q4: 6,875 shares 6,875 $605K 0.02% +922 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: 500 shares; 2024Q4: 166 shares; 2025Q1: 149 shares; 2025Q2: 583 shares; 2025Q3: 2,004 shares; 2025Q4: 1,916 shares 1,916 $599K 0.02% -88 Timeline IYY 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: 3,564 shares; 2024Q4: 3,574 shares; 2025Q1: 3,581 shares; 2025Q2: 3,589 shares; 2025Q3: 3,596 shares; 2025Q4: 3,605 shares 3,605 $598K 0.02% +9 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,820 shares; 2025Q1: 1,921 shares; 2025Q2: 2,185 shares; 2025Q3: 2,594 shares; 2025Q4: 3,019 shares 3,019 $598K 0.02% +425 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: 986 shares; 2024Q4: 1,160 shares; 2025Q1: 1,319 shares; 2025Q2: 1,743 shares; 2025Q3: 1,966 shares; 2025Q4: 1,397 shares 1,397 $596K 0.02% -569 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,926 shares; 2025Q1: 2,926 shares; 2025Q2: 3,009 shares; 2025Q3: 15,821 shares; 2025Q4: 15,849 shares 15,849 $594K 0.02% +28 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,585 shares; 2025Q1: 2,216 shares; 2025Q2: 2,140 shares; 2025Q3: 2,549 shares; 2025Q4: 2,405 shares 2,405 $592K 0.02% -144 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: 410 shares; 2024Q4: 440 shares; 2025Q1: 745 shares; 2025Q2: 1,975 shares; 2025Q3: 857 shares; 2025Q4: 3,846 shares 3,846 $589K 0.02% +2,989 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: 19,783 shares; 2024Q4: 20,940 shares; 2025Q1: 22,110 shares; 2025Q2: 20,810 shares; 2025Q3: 17,599 shares; 2025Q4: 19,390 shares 19,390 $580K 0.02% +1,791 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,733 shares; 2025Q1: 4,421 shares; 2025Q2: 4,952 shares; 2025Q3: 5,858 shares; 2025Q4: 7,415 shares 7,415 $578K 0.02% +1,557 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,830 shares; 2024Q4: 23,040 shares; 2025Q1: 34,608 shares; 2025Q2: 32,835 shares; 2025Q3: 21,017 shares; 2025Q4: 33,512 shares 33,512 $578K 0.02% +12,495 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 1,894 shares; 2025Q1: 2,120 shares; 2025Q2: 2,338 shares; 2025Q3: 2,777 shares; 2025Q4: 3,191 shares 3,191 $570K 0.02% +414 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,806 shares; 2025Q1: 13,563 shares; 2025Q2: 16,442 shares; 2025Q3: 10,797 shares; 2025Q4: 10,494 shares 10,494 $565K 0.02% -303 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 918 shares; 2025Q1: 1,524 shares; 2025Q2: 1,860 shares; 2025Q3: 4,558 shares; 2025Q4: 4,920 shares 4,920 $556K 0.02% +362 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,609 shares; 2025Q1: 2,559 shares; 2025Q2: 2,913 shares; 2025Q3: 2,779 shares; 2025Q4: 3,044 shares 3,044 $552K 0.02% +265 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 5,605 shares; 2025Q1: 6,639 shares; 2025Q2: 12,230 shares; 2025Q3: 14,667 shares; 2025Q4: 15,036 shares 15,036 $545K 0.02% +369 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 896 shares; 2025Q1: 163 shares; 2025Q2: 80 shares; 2025Q3: 3,250 shares; 2025Q4: 3,056 shares 3,056 $544K 0.02% -194 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 3,366 shares; 2025Q1: 13,176 shares; 2025Q2: 13,417 shares; 2025Q3: 7,860 shares; 2025Q4: 8,531 shares 8,531 $544K 0.02% +671 Timeline VSGX 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: 14,592 shares; 2024Q4: 16,096 shares; 2025Q1: 9,767 shares; 2025Q2: 9,633 shares; 2025Q3: 9,602 shares; 2025Q4: 7,581 shares 7,581 $543K 0.02% -2,021 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,644 shares; 2025Q1: 1,919 shares; 2025Q2: 2,165 shares; 2025Q3: 2,481 shares; 2025Q4: 2,629 shares 2,629 $543K 0.02% +148 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: 6,283 shares; 2024Q4: 6,709 shares; 2025Q1: 5,157 shares; 2025Q2: 36,598 shares; 2025Q3: 43,444 shares; 2025Q4: 6,980 shares 6,980 $542K 0.02% -36,464 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,752 shares; 2025Q1: 4,011 shares; 2025Q2: 4,299 shares; 2025Q3: 3,900 shares; 2025Q4: 3,234 shares 3,234 $542K 0.02% -666 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 388 shares; 2025Q1: 3,707 shares; 2025Q2: 4,485 shares; 2025Q3: 4,766 shares; 2025Q4: 4,128 shares 4,128 $539K 0.02% -638 Timeline MDIV 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: 42,835 shares; 2024Q4: 42,335 shares; 2025Q1: 37,335 shares; 2025Q2: 36,835 shares; 2025Q3: 34,619 shares; 2025Q4: 34,219 shares 34,219 $538K 0.02% -400 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: 11,864 shares; 2024Q4: 10,214 shares; 2025Q1: 9,235 shares; 2025Q2: 8,033 shares; 2025Q3: 5,993 shares; 2025Q4: 4,715 shares 4,715 $537K 0.02% -1,278 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 6,759 shares; 2025Q1: 7,023 shares; 2025Q2: 7,872 shares; 2025Q3: 8,292 shares; 2025Q4: 8,360 shares 8,360 $534K 0.02% +68 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,054 shares; 2025Q1: 41,486 shares; 2025Q2: 38,002 shares; 2025Q3: 37,743 shares; 2025Q4: 27,001 shares 27,001 $531K 0.02% -10,742 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,204 shares; 2024Q4: 26,608 shares; 2025Q1: 28,194 shares; 2025Q2: 27,773 shares; 2025Q3: 15,774 shares; 2025Q4: 8,179 shares 8,179 $530K 0.02% -7,595 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: 2,981 shares; 2024Q4: 3,230 shares; 2025Q1: 3,842 shares; 2025Q2: 4,660 shares; 2025Q3: 6,081 shares; 2025Q4: 6,048 shares 6,048 $527K 0.02% -33 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 543 shares; 2025Q1: 9,511 shares; 2025Q2: 11,145 shares; 2025Q3: 10,393 shares; 2025Q4: 9,082 shares 9,082 $522K 0.02% -1,311 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: 705 shares; 2024Q4: 707 shares; 2025Q1: 939 shares; 2025Q2: 1,205 shares; 2025Q3: 1,326 shares; 2025Q4: 1,550 shares 1,550 $522K 0.02% +224 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 673 shares; 2025Q1: 913 shares; 2025Q2: 954 shares; 2025Q3: 1,677 shares; 2025Q4: 1,599 shares 1,599 $518K 0.02% -78 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,769 shares; 2025Q1: 5,767 shares; 2025Q2: 6,338 shares; 2025Q3: 6,209 shares; 2025Q4: 5,761 shares 5,761 $518K 0.02% -448 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: 2,423 shares; 2024Q4: 2,439 shares; 2025Q1: 3,210 shares; 2025Q2: 4,160 shares; 2025Q3: 4,069 shares; 2025Q4: 4,406 shares 4,406 $514K 0.02% +337 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,544 shares; 2025Q1: 23,677 shares; 2025Q2: 26,764 shares; 2025Q3: 28,174 shares; 2025Q4: 30,701 shares 30,701 $514K 0.02% +2,527 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 17,747 shares; 2025Q4: 25,233 shares 25,233 $513K 0.02% +7,486 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: 2,086 shares; 2024Q4: 2,128 shares; 2025Q1: 2,729 shares; 2025Q2: 5,215 shares; 2025Q3: 5,124 shares; 2025Q4: 4,423 shares 4,423 $513K 0.02% -701 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 197 shares; 2025Q1: 246 shares; 2025Q2: 354 shares; 2025Q3: 5,042 shares; 2025Q4: 11,701 shares 11,701 $512K 0.02% +6,659 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,632 shares; 2025Q1: 1,764 shares; 2025Q2: 1,912 shares; 2025Q3: 1,625 shares; 2025Q4: 1,479 shares 1,479 $510K 0.02% -146 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,831 shares; 2025Q1: 6,611 shares; 2025Q2: 7,613 shares; 2025Q3: 7,433 shares; 2025Q4: 7,533 shares 7,533 $508K 0.02% +100 Timeline PXF 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: 2,641 shares; 2024Q4: 5,255 shares; 2025Q1: 5,273 shares; 2025Q2: 7,368 shares; 2025Q3: 7,711 shares; 2025Q4: 7,737 shares 7,737 $507K 0.02% +26 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,159 shares; 2025Q1: 3,148 shares; 2025Q2: 2,553 shares; 2025Q3: 2,555 shares; 2025Q4: 2,548 shares 2,548 $506K 0.02% -7 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,937 shares; 2025Q1: 20,732 shares; 2025Q2: 23,389 shares; 2025Q3: 19,811 shares; 2025Q4: 18,641 shares 18,641 $505K 0.02% -1,170 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: 7,834 shares; 2024Q4: 6,917 shares; 2025Q1: 6,896 shares; 2025Q2: 6,676 shares; 2025Q3: 6,415 shares; 2025Q4: 6,539 shares 6,539 $503K 0.02% +124 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,172 shares; 2025Q1: 6,376 shares; 2025Q2: 7,881 shares; 2025Q3: 8,830 shares; 2025Q4: 11,517 shares 11,517 $503K 0.02% +2,687 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: 3,384 shares; 2024Q4: 3,274 shares; 2025Q1: 2,844 shares; 2025Q2: 2,959 shares; 2025Q3: 2,569 shares; 2025Q4: 2,030 shares 2,030 $501K 0.02% -539 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 71 shares; 2025Q1: 3,408 shares; 2025Q2: 3,615 shares; 2025Q3: 3,517 shares; 2025Q4: 3,610 shares 3,610 $498K 0.02% +93 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 6,969 shares; 2025Q1: 8,169 shares; 2025Q2: 16,651 shares; 2025Q3: 19,023 shares; 2025Q4: 20,434 shares 20,434 $498K 0.02% +1,411 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,683 shares; 2024Q4: 17,916 shares; 2025Q1: 16,466 shares; 2025Q2: 16,477 shares; 2025Q3: 13,984 shares; 2025Q4: 13,464 shares 13,464 $498K 0.02% -520 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 433 shares; 2025Q1: 584 shares; 2025Q2: 717 shares; 2025Q3: 784 shares; 2025Q4: 1,414 shares 1,414 $496K 0.02% +630 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: 3,712 shares; 2024Q4: 6,392 shares; 2025Q1: 9,736 shares; 2025Q2: 7,431 shares; 2025Q3: 7,652 shares; 2025Q4: 7,908 shares 7,908 $494K 0.02% +256 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: 2,254 shares; 2024Q4: 609 shares; 2025Q1: 670 shares; 2025Q2: 851 shares; 2025Q3: 349 shares; 2025Q4: 730 shares 730 $494K 0.02% +381 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 486 shares; 2025Q1: 836 shares; 2025Q2: 811 shares; 2025Q3: 863 shares; 2025Q4: 1,087 shares 1,087 $493K 0.02% +224 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 5,412 shares; 2025Q1: 10,237 shares; 2025Q2: 14,439 shares; 2025Q3: 17,301 shares; 2025Q4: 18,318 shares 18,318 $493K 0.02% +1,017 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,725 shares; 2025Q1: 2,965 shares; 2025Q2: 3,047 shares; 2025Q3: 3,364 shares; 2025Q4: 3,361 shares 3,361 $487K 0.02% -3 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 37 shares; 2025Q1: 353 shares; 2025Q2: 243 shares; 2025Q3: 1,796 shares; 2025Q4: 1,314 shares 1,314 $484K 0.02% -482 Timeline IGV 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: 2,941 shares; 2024Q4: 3,431 shares; 2025Q1: 3,572 shares; 2025Q2: 3,790 shares; 2025Q3: 4,080 shares; 2025Q4: 4,563 shares 4,563 $482K 0.02% +483 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,798 shares; 2024Q4: 32,447 shares; 2025Q1: 34,896 shares; 2025Q2: 14,927 shares; 2025Q3: 10,703 shares; 2025Q4: 9,618 shares 9,618 $481K 0.02% -1,085 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: 839 shares; 2024Q4: 1,095 shares; 2025Q1: 2,347 shares; 2025Q2: 2,189 shares; 2025Q3: 2,761 shares; 2025Q4: 2,960 shares 2,960 $480K 0.02% +199 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: 3,270 shares; 2024Q4: 5,588 shares; 2025Q1: 5,350 shares; 2025Q2: 5,003 shares; 2025Q3: 5,075 shares; 2025Q4: 5,092 shares 5,092 $479K 0.02% +17 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: 699 shares; 2024Q4: 166 shares; 2025Q1: 870 shares; 2025Q2: 348 shares; 2025Q3: 2,926 shares; 2025Q4: 3,793 shares 3,793 $477K 0.02% +867 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 4,113 shares; 2025Q1: 7,488 shares; 2025Q2: 6,031 shares; 2025Q3: 4,585 shares; 2025Q4: 4,724 shares 4,724 $477K 0.02% +139 Timeline FNDA 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: 4,088 shares; 2024Q4: 15,907 shares; 2025Q1: 11,282 shares; 2025Q2: 17,997 shares; 2025Q3: 13,740 shares; 2025Q4: 15,122 shares 15,122 $477K 0.02% +1,382 Timeline SCHE 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: 4,981 shares; 2024Q4: 9,039 shares; 2025Q1: 6,317 shares; 2025Q2: 16,999 shares; 2025Q3: 14,455 shares; 2025Q4: 14,495 shares 14,495 $475K 0.02% +40 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,983 shares; 2024Q4: 16,397 shares; 2025Q1: 13,391 shares; 2025Q2: 12,516 shares; 2025Q3: 11,698 shares; 2025Q4: 11,615 shares 11,615 $475K 0.02% -83 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: 104 shares; 2024Q4: 142 shares; 2025Q1: 427 shares; 2025Q2: 658 shares; 2025Q3: 2,511 shares; 2025Q4: 2,561 shares 2,561 $466K 0.02% +50 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 605 shares; 2025Q1: 728 shares; 2025Q2: 838 shares; 2025Q3: 1,028 shares; 2025Q4: 1,577 shares 1,577 $463K 0.02% +549 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,738 shares; 2024Q4: 16,275 shares; 2025Q1: 14,736 shares; 2025Q2: 14,363 shares; 2025Q3: 13,033 shares; 2025Q4: 10,452 shares 10,452 $462K 0.02% -2,581 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: 1,651 shares; 2024Q4: 1,753 shares; 2025Q1: 1,906 shares; 2025Q2: 2,400 shares; 2025Q3: 2,657 shares; 2025Q4: 2,717 shares 2,717 $458K 0.02% +60 Timeline MNSO MINISO GROUP HLDG LTD More: the full row for MINISO GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 24,400 shares; 2025Q4: 24,420 shares 24,420 $458K 0.02% +20 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,005 shares; 2024Q4: 12,518 shares; 2025Q1: 20,014 shares; 2025Q2: 19,870 shares; 2025Q3: 20,022 shares; 2025Q4: 22,142 shares 22,142 $456K 0.02% +2,120 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,343 shares; 2025Q1: 1,636 shares; 2025Q2: 1,874 shares; 2025Q3: 1,644 shares; 2025Q4: 1,902 shares 1,902 $456K 0.02% +258 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,709 shares; 2024Q4: 38,540 shares; 2025Q1: 36,107 shares; 2025Q2: 33,775 shares; 2025Q3: 31,100 shares; 2025Q4: 21,794 shares 21,794 $454K 0.02% -9,306 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $452K 0.02% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,444 shares; 2025Q1: 2,437 shares; 2025Q2: 2,757 shares; 2025Q3: 2,509 shares; 2025Q4: 2,494 shares 2,494 $450K 0.02% -15 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: 144 shares; 2024Q4: 164 shares; 2025Q1: 315 shares; 2025Q2: 574 shares; 2025Q3: 1,409 shares; 2025Q4: 1,755 shares 1,755 $449K 0.02% +346 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 4,889 shares; 2025Q1: 5,323 shares; 2025Q2: 6,174 shares; 2025Q3: 6,320 shares; 2025Q4: 6,472 shares 6,472 $449K 0.02% +152 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: 3,542 shares; 2024Q4: 2,985 shares; 2025Q1: 4,126 shares; 2025Q2: 4,823 shares; 2025Q3: 4,795 shares; 2025Q4: 5,634 shares 5,634 $447K 0.01% +839 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: 524 shares; 2024Q4: 740 shares; 2025Q1: 5,619 shares; 2025Q2: 14,825 shares; 2025Q3: 8,444 shares; 2025Q4: 9,807 shares 9,807 $447K 0.01% +1,363 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 4,413 shares; 2025Q1: 4,429 shares; 2025Q2: 4,476 shares; 2025Q3: 4,489 shares; 2025Q4: 3,557 shares 3,557 $445K 0.01% -932 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 5,339 shares; 2025Q1: 1,881 shares; 2025Q2: 2,000 shares; 2025Q3: 3,755 shares; 2025Q4: 4,452 shares 4,452 $442K 0.01% +697 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: 10,780 shares; 2024Q4: 10,247 shares; 2025Q1: 10,179 shares; 2025Q2: 10,190 shares; 2025Q3: 10,046 shares; 2025Q4: 9,989 shares 9,989 $440K 0.01% -57 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 8 shares; 2025Q2: 7,130 shares; 2025Q3: 7,200 shares; 2025Q4: 7,513 shares 7,513 $440K 0.01% +313 Timeline IYF 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: 2,768 shares; 2024Q4: 2,793 shares; 2025Q1: 2,895 shares; 2025Q2: 3,079 shares; 2025Q3: 3,388 shares; 2025Q4: 3,406 shares 3,406 $439K 0.01% +18 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,806 shares; 2025Q1: 6,729 shares; 2025Q2: 7,330 shares; 2025Q3: 5,909 shares; 2025Q4: 2,367 shares 2,367 $438K 0.01% -3,542 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: 6,300 shares; 2025Q1: 8,038 shares; 2025Q2: 8,242 shares; 2025Q3: 8,646 shares; 2025Q4: 5,417 shares 5,417 $435K 0.01% -3,229 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: 1,428 shares; 2024Q4: 1,442 shares; 2025Q1: 1,503 shares; 2025Q2: 1,591 shares; 2025Q3: 1,803 shares; 2025Q4: 1,728 shares 1,728 $432K 0.01% -75 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,236 shares; 2025Q1: 1,630 shares; 2025Q2: 1,880 shares; 2025Q3: 2,227 shares; 2025Q4: 2,604 shares 2,604 $432K 0.01% +377 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: 6,504 shares; 2024Q4: 26,684 shares; 2025Q1: 16,616 shares; 2025Q2: 23,424 shares; 2025Q3: 18,064 shares; 2025Q4: 17,234 shares 17,234 $432K 0.01% -830 Timeline