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: 494,698 shares; 2024Q4: 510,079 shares; 2025Q1: 515,890 shares; 2025Q2: 526,414 shares; 2025Q3: 529,223 shares; 2025Q4: 522,881 shares 522,881 $58.3M 12.5% -6,342 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,654 shares; 2024Q4: 119,333 shares; 2025Q1: 119,333 shares; 2025Q2: 119,333 shares; 2025Q3: 119,383 shares; 2025Q4: 119,383 shares 119,383 $23.2M 4.98% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 3,169 shares; 2025Q1: 2,699 shares; 2025Q2: 32,469 shares; 2025Q3: 28,875 shares; 2025Q4: 24,579 shares 24,579 $11.1M 2.37% -4,296 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: 242,768 shares; 2024Q4: 192,074 shares; 2025Q1: 167,108 shares; 2025Q2: 158,580 shares; 2025Q3: 156,653 shares; 2025Q4: 150,627 shares 150,627 $9.93M 2.13% -6,026 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: 155,129 shares; 2024Q4: 78,678 shares; 2025Q1: 75,690 shares; 2025Q2: 63,014 shares; 2025Q3: 61,969 shares; 2025Q4: 65,862 shares 65,862 $9.8M 2.1% +3,893 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,403 shares; 2024Q4: 226,025 shares; 2025Q1: 683,271 shares; 2025Q2: 582,356 shares; 2025Q3: 382,356 shares; 2025Q4: 378,581 shares 378,581 $9.69M 2.08% -3,775 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: 14,636 shares; 2024Q4: 13,931 shares; 2025Q1: 14,989 shares; 2025Q2: 14,015 shares; 2025Q3: 13,163 shares; 2025Q4: 12,259 shares 12,259 $8.4M 1.8% -904 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,036 shares; 2025Q3: 151,428 shares; 2025Q4: 140,953 shares 140,953 $8.04M 1.73% -10,475 Timeline RWL 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: 114,415 shares; 2024Q4: 93,525 shares; 2025Q1: 80,370 shares; 2025Q2: 75,944 shares; 2025Q3: 75,347 shares; 2025Q4: 72,517 shares 72,517 $7.63M 1.64% -2,830 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: 15,069 shares; 2024Q4: 14,611 shares; 2025Q1: 13,485 shares; 2025Q2: 12,886 shares; 2025Q3: 11,950 shares; 2025Q4: 11,493 shares 11,493 $7.21M 1.55% -457 Timeline PKW 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: 100,315 shares; 2024Q4: 80,538 shares; 2025Q1: 69,638 shares; 2025Q2: 65,461 shares; 2025Q3: 64,552 shares; 2025Q4: 58,755 shares 58,755 $7.1M 1.52% -5,797 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: 132,110 shares; 2024Q4: 59,798 shares; 2025Q1: 42,046 shares; 2025Q2: 40,387 shares; 2025Q3: 38,149 shares; 2025Q4: 37,903 shares 37,903 $7.07M 1.52% -246 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: 26,346 shares; 2024Q4: 23,856 shares; 2025Q1: 24,485 shares; 2025Q2: 25,204 shares; 2025Q3: 24,210 shares; 2025Q4: 24,491 shares 24,491 $6.66M 1.43% +281 Timeline FAUG 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: 191,952 shares; 2024Q4: 146,930 shares; 2025Q1: 125,862 shares; 2025Q2: 123,141 shares; 2025Q3: 120,037 shares; 2025Q4: 110,793 shares 110,793 $5.87M 1.26% -9,244 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,031 shares; 2024Q4: 60,281 shares; 2025Q1: 60,434 shares; 2025Q2: 59,316 shares; 2025Q3: 53,105 shares; 2025Q4: 53,116 shares 53,116 $5.58M 1.2% +11 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: 8,655 shares; 2024Q4: 9,009 shares; 2025Q1: 9,016 shares; 2025Q2: 9,019 shares; 2025Q3: 9,554 shares; 2025Q4: 9,544 shares 9,544 $4.62M 0.99% -10 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,909 shares; 2024Q4: 61,633 shares; 2025Q1: 69,626 shares; 2025Q2: 69,981 shares; 2025Q3: 73,404 shares; 2025Q4: 83,344 shares 83,344 $4.22M 0.9% +9,940 Timeline YMAR 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: 264,939 shares; 2024Q4: 197,365 shares; 2025Q1: 171,579 shares; 2025Q2: 165,480 shares; 2025Q3: 164,757 shares; 2025Q4: 154,010 shares 154,010 $4.09M 0.88% -10,747 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: 18,201 shares; 2024Q4: 17,892 shares; 2025Q1: 17,986 shares; 2025Q2: 18,836 shares; 2025Q3: 17,900 shares; 2025Q4: 17,553 shares 17,553 $4.05M 0.87% -347 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,190 shares; 2025Q3: 71,934 shares; 2025Q4: 76,078 shares 76,078 $4M 0.86% +4,144 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,338 shares; 2024Q4: 4,077 shares; 2025Q1: 14,687 shares; 2025Q2: 71,633 shares; 2025Q3: 92,092 shares; 2025Q4: 42,259 shares 42,259 $3.86M 0.83% -49,833 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,408 shares; 2025Q3: 86,899 shares; 2025Q4: 86,010 shares 86,010 $3.41M 0.73% -889 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: 31,766 shares; 2024Q4: 32,568 shares; 2025Q1: 32,769 shares; 2025Q2: 32,922 shares; 2025Q3: 36,425 shares; 2025Q4: 38,950 shares 38,950 $3.33M 0.71% +2,525 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,827 shares; 2025Q3: 73,233 shares; 2025Q4: 69,992 shares 69,992 $3.28M 0.7% -3,241 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: 8,304 shares; 2024Q4: 8,697 shares; 2025Q1: 8,832 shares; 2025Q2: 8,971 shares; 2025Q3: 10,120 shares; 2025Q4: 10,377 shares 10,377 $3.25M 0.7% +257 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,114 shares; 2024Q4: 49,114 shares; 2025Q1: 49,114 shares; 2025Q2: 53,174 shares; 2025Q3: 53,174 shares; 2025Q4: 53,174 shares 53,174 $3.16M 0.68% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,836 shares; 2024Q4: 61,793 shares; 2025Q1: 61,727 shares; 2025Q2: 61,775 shares; 2025Q3: 61,838 shares; 2025Q4: 61,794 shares 61,794 $2.84M 0.61% -44 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: 6,410 shares; 2024Q4: 3,832 shares; 2025Q1: 3,802 shares; 2025Q2: 3,887 shares; 2025Q3: 4,011 shares; 2025Q4: 4,193 shares 4,193 $2.77M 0.59% +182 Timeline BILZ 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: 26,771 shares; 2024Q4: 26,804 shares; 2025Q1: 26,834 shares; 2025Q2: 26,865 shares; 2025Q3: 26,897 shares; 2025Q4: 26,931 shares 26,931 $2.71M 0.58% +34 Timeline GMOV GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,066 shares; 2025Q1: 75,616 shares; 2025Q2: 85,715 shares; 2025Q3: 90,348 shares; 2025Q4: 96,504 shares 96,504 $2.65M 0.57% +6,156 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,083 shares; 2025Q3: 78,963 shares; 2025Q4: 78,481 shares 78,481 $2.57M 0.55% -482 Timeline ACIO 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: 6,942 shares; 2024Q4: 11,608 shares; 2025Q1: 62,735 shares; 2025Q2: 53,243 shares; 2025Q3: 53,417 shares; 2025Q4: 53,688 shares 53,688 $2.35M 0.5% +271 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: 74,304 shares; 2024Q4: 37,154 shares; 2025Q1: 34,677 shares; 2025Q2: 36,085 shares; 2025Q3: 37,578 shares; 2025Q4: 40,850 shares 40,850 $2.34M 0.5% +3,272 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,350 shares; 2024Q4: 65,898 shares; 2025Q1: 61,218 shares; 2025Q2: 63,474 shares; 2025Q3: 66,063 shares; 2025Q4: 71,190 shares 71,190 $2.2M 0.47% +5,127 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,067 shares; 2024Q4: 54,067 shares; 2025Q1: 58,079 shares; 2025Q2: 55,324 shares; 2025Q3: 55,324 shares; 2025Q4: 54,879 shares 54,879 $2.2M 0.47% -445 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: 11,870 shares; 2024Q4: 6,487 shares; 2025Q1: 6,309 shares; 2025Q2: 6,221 shares; 2025Q3: 6,253 shares; 2025Q4: 6,182 shares 6,182 $2.17M 0.47% -71 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,115 shares; 2024Q4: 46,714 shares; 2025Q1: 45,743 shares; 2025Q2: 41,439 shares; 2025Q3: 40,963 shares; 2025Q4: 20,652 shares 20,652 $2.07M 0.44% -20,311 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,334 shares; 2025Q1: 17,031 shares; 2025Q2: 18,154 shares; 2025Q3: 18,445 shares; 2025Q4: 19,618 shares 19,618 $2M 0.43% +1,173 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: 11,023 shares; 2024Q4: 5,497 shares; 2025Q1: 5,461 shares; 2025Q2: 5,884 shares; 2025Q3: 6,013 shares; 2025Q4: 5,715 shares 5,715 $1.98M 0.42% -298 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,660 shares; 2025Q2: 48,587 shares; 2025Q3: 50,569 shares; 2025Q4: 49,261 shares 49,261 $1.88M 0.4% -1,308 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: 14,620 shares; 2024Q4: 7,365 shares; 2025Q1: 7,006 shares; 2025Q2: 6,260 shares; 2025Q3: 5,968 shares; 2025Q4: 5,825 shares 5,825 $1.88M 0.4% -143 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,501 shares; 2024Q4: 32,007 shares; 2025Q1: 29,460 shares; 2025Q2: 29,246 shares; 2025Q3: 29,929 shares; 2025Q4: 30,718 shares 30,718 $1.86M 0.4% +789 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,213 shares; 2025Q1: 14,820 shares; 2025Q2: 14,105 shares; 2025Q3: 16,256 shares; 2025Q4: 25,120 shares 25,120 $1.78M 0.38% +8,864 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: 9,166 shares; 2024Q4: 10,929 shares; 2025Q1: 10,126 shares; 2025Q2: 10,516 shares; 2025Q3: 10,804 shares; 2025Q4: 10,957 shares 10,957 $1.76M 0.38% +153 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: 16,197 shares; 2024Q4: 17,061 shares; 2025Q1: 23,151 shares; 2025Q2: 17,979 shares; 2025Q3: 18,051 shares; 2025Q4: 18,242 shares 18,242 $1.75M 0.38% +191 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,980 shares; 2025Q3: 41,923 shares; 2025Q4: 41,923 shares 41,923 $1.75M 0.37% 0 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: 215,115 shares; 2024Q4: 204,959 shares; 2025Q1: 207,671 shares; 2025Q2: 14,259 shares; 2025Q3: 14,124 shares; 2025Q4: 14,162 shares 14,162 $1.7M 0.37% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,715 shares; 2025Q3: 35,275 shares; 2025Q4: 44,456 shares 44,456 $1.69M 0.36% +9,181 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,527 shares; 2024Q4: 9,539 shares; 2025Q1: 14,003 shares; 2025Q2: 18,077 shares; 2025Q3: 17,875 shares; 2025Q4: 17,638 shares 17,638 $1.69M 0.36% -237 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,211 shares; 2024Q4: 88,934 shares; 2025Q1: 84,602 shares; 2025Q2: 82,035 shares; 2025Q3: 81,662 shares; 2025Q4: 89,597 shares 89,597 $1.69M 0.36% +7,935 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: 69,067 shares; 2024Q4: 32,018 shares; 2025Q1: 27,433 shares; 2025Q2: 26,250 shares; 2025Q3: 25,648 shares; 2025Q4: 27,586 shares 27,586 $1.67M 0.36% +1,938 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: 12,162 shares; 2024Q4: 11,882 shares; 2025Q1: 12,133 shares; 2025Q2: 10,213 shares; 2025Q3: 10,865 shares; 2025Q4: 10,652 shares 10,652 $1.62M 0.35% -213 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: 2,700 shares; 2024Q4: 7,357 shares; 2025Q1: 8,111 shares; 2025Q2: 8,421 shares; 2025Q3: 8,422 shares; 2025Q4: 8,429 shares 8,429 $1.61M 0.35% +7 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,230 shares; 2024Q4: 119,800 shares; 2025Q1: 110,979 shares; 2025Q2: 107,781 shares; 2025Q3: 106,258 shares; 2025Q4: 117,221 shares 117,221 $1.59M 0.34% +10,963 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,619 shares; 2025Q1: 4,030 shares; 2025Q2: 3,908 shares; 2025Q3: 4,466 shares; 2025Q4: 4,981 shares 4,981 $1.56M 0.34% +515 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,589 shares; 2024Q4: 94,856 shares; 2025Q1: 106,088 shares; 2025Q2: 102,257 shares; 2025Q3: 101,206 shares; 2025Q4: 111,329 shares 111,329 $1.56M 0.33% +10,123 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,698 shares; 2024Q4: 67,031 shares; 2025Q1: 63,971 shares; 2025Q2: 61,987 shares; 2025Q3: 61,259 shares; 2025Q4: 68,082 shares 68,082 $1.48M 0.32% +6,823 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: not reported; 2024Q4: 22,836 shares; 2025Q1: 20,670 shares; 2025Q2: 20,658 shares; 2025Q3: 20,155 shares; 2025Q4: 19,904 shares 19,904 $1.47M 0.32% -251 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,164 shares; 2024Q4: 62,302 shares; 2025Q1: 60,238 shares; 2025Q2: 59,024 shares; 2025Q3: 58,639 shares; 2025Q4: 66,218 shares 66,218 $1.47M 0.31% +7,579 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: 77,681 shares; 2024Q4: 70,034 shares; 2025Q1: 66,796 shares; 2025Q2: 64,767 shares; 2025Q3: 64,344 shares; 2025Q4: 72,298 shares 72,298 $1.46M 0.31% +7,954 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: 27,577 shares; 2024Q4: 25,924 shares; 2025Q1: 24,138 shares; 2025Q2: 27,650 shares; 2025Q3: 27,991 shares; 2025Q4: 27,281 shares 27,281 $1.46M 0.31% -710 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,970 shares; 2024Q4: 94,385 shares; 2025Q1: 92,094 shares; 2025Q2: 89,257 shares; 2025Q3: 87,998 shares; 2025Q4: 98,286 shares 98,286 $1.44M 0.31% +10,288 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,719 shares; 2024Q4: 70,897 shares; 2025Q1: 67,859 shares; 2025Q2: 66,037 shares; 2025Q3: 65,449 shares; 2025Q4: 72,921 shares 72,921 $1.41M 0.3% +7,472 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,624 shares; 2024Q4: 51,073 shares; 2025Q1: 48,937 shares; 2025Q2: 47,467 shares; 2025Q3: 47,139 shares; 2025Q4: 53,413 shares 53,413 $1.41M 0.3% +6,274 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,062 shares; 2025Q1: 14,894 shares; 2025Q2: 14,264 shares; 2025Q3: 15,089 shares; 2025Q4: 14,953 shares 14,953 $1.38M 0.3% -136 Timeline HYLS 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: 46,775 shares; 2024Q4: 46,184 shares; 2025Q1: 31,512 shares; 2025Q2: 30,019 shares; 2025Q3: 32,750 shares; 2025Q4: 33,268 shares 33,268 $1.36M 0.29% +518 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: 67,185 shares; 2024Q4: 29,330 shares; 2025Q1: 38,213 shares; 2025Q2: 34,404 shares; 2025Q3: 33,418 shares; 2025Q4: 33,174 shares 33,174 $1.35M 0.29% -244 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 2,001 shares; 2025Q1: 2,022 shares; 2025Q2: 2,121 shares; 2025Q3: 2,218 shares; 2025Q4: 2,684 shares 2,684 $1.35M 0.29% +466 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 2,211 shares; 2025Q1: 2,197 shares; 2025Q2: 2,156 shares; 2025Q3: 2,201 shares; 2025Q4: 2,338 shares 2,338 $1.33M 0.29% +137 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: 6,167 shares; 2025Q1: 6,513 shares; 2025Q2: 6,644 shares; 2025Q3: 7,033 shares; 2025Q4: 7,723 shares 7,723 $1.32M 0.28% +690 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,466 shares; 2025Q1: 3,427 shares; 2025Q2: 3,539 shares; 2025Q3: 3,761 shares; 2025Q4: 3,832 shares 3,832 $1.32M 0.28% +71 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: 6,682 shares; 2024Q4: 3,374 shares; 2025Q1: 3,326 shares; 2025Q2: 3,308 shares; 2025Q3: 3,308 shares; 2025Q4: 3,313 shares 3,313 $1.31M 0.28% +5 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: 71,870 shares; 2024Q4: 68,517 shares; 2025Q1: 51,038 shares; 2025Q2: 48,029 shares; 2025Q3: 50,229 shares; 2025Q4: 51,772 shares 51,772 $1.3M 0.28% +1,543 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 13,658 shares; 2025Q1: not reported; 2025Q2: 12,092 shares; 2025Q3: 21,937 shares; 2025Q4: 22,025 shares 22,025 $1.29M 0.28% +88 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,588 shares; 2025Q1: 5,168 shares; 2025Q2: 5,177 shares; 2025Q3: 7,816 shares; 2025Q4: 8,379 shares 8,379 $1.29M 0.28% +563 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,826 shares; 2025Q2: 71,091 shares; 2025Q3: 70,827 shares; 2025Q4: 76,982 shares 76,982 $1.27M 0.27% +6,155 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,617 shares; 2024Q4: 97,395 shares; 2025Q1: 93,508 shares; 2025Q2: 91,136 shares; 2025Q3: 90,388 shares; 2025Q4: 101,735 shares 101,735 $1.26M 0.27% +11,347 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,534 shares; 2024Q4: 66,565 shares; 2025Q1: 54,755 shares; 2025Q2: 52,709 shares; 2025Q3: 52,407 shares; 2025Q4: 60,644 shares 60,644 $1.25M 0.27% +8,237 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,064 shares; 2024Q4: 13,753 shares; 2025Q1: 23,414 shares; 2025Q2: 25,661 shares; 2025Q3: 24,985 shares; 2025Q4: 24,778 shares 24,778 $1.24M 0.27% -207 Timeline CWB 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: 8,273 shares; 2024Q4: 8,220 shares; 2025Q1: 7,249 shares; 2025Q2: 6,811 shares; 2025Q3: 7,981 shares; 2025Q4: 13,559 shares 13,559 $1.21M 0.26% +5,578 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,224 shares; 2025Q3: 52,725 shares; 2025Q4: 43,738 shares 43,738 $1.2M 0.26% -8,987 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: 2,041 shares; 2024Q4: 1,267 shares; 2025Q1: 1,202 shares; 2025Q2: 1,072 shares; 2025Q3: 1,139 shares; 2025Q4: 12,669 shares 12,669 $1.19M 0.25% +11,530 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,845 shares; 2024Q4: 34,720 shares; 2025Q1: 24,975 shares; 2025Q2: 22,922 shares; 2025Q3: 24,351 shares; 2025Q4: 25,462 shares 25,462 $1.17M 0.25% +1,111 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: 7,295 shares; 2024Q4: 6,368 shares; 2025Q1: 5,920 shares; 2025Q2: 5,671 shares; 2025Q3: 5,798 shares; 2025Q4: 5,634 shares 5,634 $1.17M 0.25% -164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,222 shares; 2025Q3: 16,598 shares; 2025Q4: 18,520 shares 18,520 $1.1M 0.24% +1,922 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,029 shares; 2025Q1: 972 shares; 2025Q2: 988 shares; 2025Q3: 1,039 shares; 2025Q4: 1,084 shares 1,084 $1.09M 0.23% +45 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: 4,468 shares; 2024Q4: 4,673 shares; 2025Q1: 4,220 shares; 2025Q2: 3,928 shares; 2025Q3: 5,244 shares; 2025Q4: 5,845 shares 5,845 $1.08M 0.23% +601 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: 4,729 shares; 2024Q4: 5,166 shares; 2025Q1: 5,159 shares; 2025Q2: 4,755 shares; 2025Q3: 4,744 shares; 2025Q4: 4,624 shares 4,624 $1.07M 0.23% -120 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: 16,331 shares 16,331 $1.07M 0.23% new 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: 4,953 shares; 2024Q4: 3,929 shares; 2025Q1: 4,058 shares; 2025Q2: 3,160 shares; 2025Q3: 3,420 shares; 2025Q4: 3,431 shares 3,431 $1.04M 0.22% +11 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: 1,180 shares; 2024Q4: 638 shares; 2025Q1: 648 shares; 2025Q2: 9,968 shares; 2025Q3: 10,606 shares; 2025Q4: 11,375 shares 11,375 $1.04M 0.22% +769 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: 15,386 shares; 2024Q4: 19,686 shares; 2025Q1: 19,557 shares; 2025Q2: 11,536 shares; 2025Q3: 13,107 shares; 2025Q4: 12,455 shares 12,455 $1.03M 0.22% -652 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: not reported; 2024Q4: 9,160 shares; 2025Q1: 8,847 shares; 2025Q2: 8,882 shares; 2025Q3: 9,043 shares; 2025Q4: 9,010 shares 9,010 $1.03M 0.22% -33 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,653 shares; 2024Q4: 23,190 shares; 2025Q1: 21,815 shares; 2025Q2: 18,425 shares; 2025Q3: 14,160 shares; 2025Q4: 12,787 shares 12,787 $1.03M 0.22% -1,373 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: 11,635 shares; 2024Q4: 11,620 shares; 2025Q1: 13,851 shares; 2025Q2: 12,800 shares; 2025Q3: 14,932 shares; 2025Q4: 15,679 shares 15,679 $979K 0.21% +747 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,769 shares; 2024Q4: 16,088 shares; 2025Q1: 21,866 shares; 2025Q2: 21,614 shares; 2025Q3: 21,674 shares; 2025Q4: 19,786 shares 19,786 $970K 0.21% -1,888 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,083 shares; 2025Q1: 7,141 shares; 2025Q2: 7,169 shares; 2025Q3: 7,009 shares; 2025Q4: 7,070 shares 7,070 $968K 0.21% +61 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: 12,978 shares; 2024Q4: 11,762 shares; 2025Q1: 10,805 shares; 2025Q2: 10,436 shares; 2025Q3: 10,155 shares; 2025Q4: 10,049 shares 10,049 $965K 0.21% -106 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 1,563 shares; 2025Q1: 1,531 shares; 2025Q2: 3,827 shares; 2025Q3: 5,194 shares; 2025Q4: 5,215 shares 5,215 $950K 0.2% +21 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 12,425 shares; 2025Q4: 37,305 shares 37,305 $948K 0.2% +24,880 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: 3,942 shares; 2024Q4: 4,202 shares; 2025Q1: 3,826 shares; 2025Q2: 3,974 shares; 2025Q3: 4,411 shares; 2025Q4: 5,464 shares 5,464 $948K 0.2% +1,053 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: 24,904 shares; 2024Q4: 16,614 shares; 2025Q1: 15,063 shares; 2025Q2: 13,577 shares; 2025Q3: 14,014 shares; 2025Q4: 15,749 shares 15,749 $947K 0.2% +1,735 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: 914 shares; 2024Q4: 1,148 shares; 2025Q1: 1,252 shares; 2025Q2: 1,234 shares; 2025Q3: 1,350 shares; 2025Q4: 1,418 shares 1,418 $939K 0.2% +68 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,033 shares; 2025Q3: 23,879 shares; 2025Q4: 34,871 shares 34,871 $925K 0.2% +10,992 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,915 shares; 2025Q1: 6,708 shares; 2025Q2: 8,477 shares; 2025Q3: 6,904 shares; 2025Q4: 5,194 shares 5,194 $923K 0.2% -1,710 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: 4,469 shares; 2024Q4: 4,150 shares; 2025Q1: 4,302 shares; 2025Q2: 4,597 shares; 2025Q3: 4,530 shares; 2025Q4: 4,034 shares 4,034 $922K 0.2% -496 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 5,161 shares; 2025Q1: 5,341 shares; 2025Q2: 5,545 shares; 2025Q3: 5,947 shares; 2025Q4: 6,554 shares 6,554 $903K 0.19% +607 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: 6,504 shares; 2024Q4: 5,512 shares; 2025Q1: 4,304 shares; 2025Q2: 3,848 shares; 2025Q3: 3,785 shares; 2025Q4: 3,741 shares 3,741 $902K 0.19% -44 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,667 shares; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 5,532 shares; 2025Q4: 4,288 shares 4,288 $902K 0.19% -1,244 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: not reported; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 464 shares; 2025Q3: 935 shares; 2025Q4: 1,010 shares 1,010 $888K 0.19% +75 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: 6,357 shares; 2025Q1: 6,809 shares; 2025Q2: 6,293 shares; 2025Q3: 5,838 shares; 2025Q4: 6,701 shares 6,701 $878K 0.19% +863 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,435 shares; 2025Q1: 33,435 shares; 2025Q2: 34,873 shares; 2025Q3: 34,873 shares; 2025Q4: 33,627 shares 33,627 $877K 0.19% -1,246 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: 5,060 shares; 2024Q4: 5,706 shares; 2025Q1: 5,716 shares; 2025Q2: 5,416 shares; 2025Q3: 5,335 shares; 2025Q4: 6,106 shares 6,106 $875K 0.19% +771 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: 331 shares; 2024Q4: 511 shares; 2025Q1: 528 shares; 2025Q2: 559 shares; 2025Q3: 621 shares; 2025Q4: 718 shares 718 $873K 0.19% +97 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: 41,984 shares; 2024Q4: 20,003 shares; 2025Q1: 18,494 shares; 2025Q2: 17,886 shares; 2025Q3: 17,682 shares; 2025Q4: 17,567 shares 17,567 $864K 0.19% -115 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: 6,368 shares; 2024Q4: 4,547 shares; 2025Q1: 7,776 shares; 2025Q2: 6,788 shares; 2025Q3: 5,825 shares; 2025Q4: 8,667 shares 8,667 $860K 0.18% +2,842 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,658 shares; 2025Q2: 10,543 shares; 2025Q3: 12,048 shares; 2025Q4: 12,030 shares 12,030 $857K 0.18% -18 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: 1,285 shares; 2024Q4: 718 shares; 2025Q1: 790 shares; 2025Q2: 836 shares; 2025Q3: 913 shares; 2025Q4: 1,043 shares 1,043 $856K 0.18% +130 Timeline PSP 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: 21,861 shares; 2024Q4: 22,050 shares; 2025Q1: 15,525 shares; 2025Q2: 12,978 shares; 2025Q3: 12,279 shares; 2025Q4: 12,723 shares 12,723 $853K 0.18% +444 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: not reported; 2024Q4: 1,103 shares; 2025Q1: 906 shares; 2025Q2: 1,796 shares; 2025Q3: 1,778 shares; 2025Q4: 1,780 shares 1,780 $843K 0.18% +2 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 6,297 shares; 2025Q1: 6,827 shares; 2025Q2: 6,800 shares; 2025Q3: 6,732 shares; 2025Q4: 6,765 shares 6,765 $832K 0.18% +33 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: 1,836 shares; 2024Q4: 1,391 shares; 2025Q1: 1,392 shares; 2025Q2: 1,312 shares; 2025Q3: 1,428 shares; 2025Q4: 1,454 shares 1,454 $823K 0.18% +26 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: 12,580 shares; 2024Q4: 12,595 shares; 2025Q1: 8,518 shares; 2025Q2: 8,439 shares; 2025Q3: 8,832 shares; 2025Q4: 8,756 shares 8,756 $816K 0.18% -76 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: 601 shares; 2024Q4: 794 shares; 2025Q1: 1,250 shares; 2025Q2: 1,307 shares; 2025Q3: 1,876 shares; 2025Q4: 1,725 shares 1,725 $810K 0.17% -151 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares 2,882 $804K 0.17% 0 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: 545 shares; 2024Q4: 842 shares; 2025Q1: 1,101 shares; 2025Q2: 898 shares; 2025Q3: 688 shares; 2025Q4: 746 shares 746 $801K 0.17% +58 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: 26,074 shares; 2024Q4: 25,471 shares; 2025Q1: 36,909 shares; 2025Q2: 27,889 shares; 2025Q3: 27,167 shares; 2025Q4: 29,971 shares 29,971 $800K 0.17% +2,804 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: 3,989 shares; 2024Q4: 3,887 shares; 2025Q1: 3,756 shares; 2025Q2: 3,858 shares; 2025Q3: 3,865 shares; 2025Q4: 3,822 shares 3,822 $798K 0.17% -43 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,507 shares; 2025Q1: 2,988 shares; 2025Q2: 2,527 shares; 2025Q3: 2,678 shares; 2025Q4: 3,086 shares 3,086 $793K 0.17% +408 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 888 shares; 2025Q1: 950 shares; 2025Q2: 1,000 shares; 2025Q3: 1,503 shares; 2025Q4: 1,727 shares 1,727 $783K 0.17% +224 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: 3,261 shares; 2024Q4: 1,676 shares; 2025Q1: 1,201 shares; 2025Q2: 1,200 shares; 2025Q3: 1,282 shares; 2025Q4: 1,262 shares 1,262 $775K 0.17% -20 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: 1,712 shares; 2024Q4: 1,642 shares; 2025Q1: 1,209 shares; 2025Q2: 947 shares; 2025Q3: 1,378 shares; 2025Q4: 1,327 shares 1,327 $769K 0.17% -51 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: 2,122 shares; 2024Q4: 2,077 shares; 2025Q1: 2,052 shares; 2025Q2: 3,336 shares; 2025Q3: 3,390 shares; 2025Q4: 3,145 shares 3,145 $762K 0.16% -245 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: 3,809 shares; 2024Q4: 3,689 shares; 2025Q1: 3,628 shares; 2025Q2: 3,447 shares; 2025Q3: 2,920 shares; 2025Q4: 2,625 shares 2,625 $761K 0.16% -295 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: 1,155 shares; 2024Q4: 695 shares; 2025Q1: 752 shares; 2025Q2: 815 shares; 2025Q3: 873 shares; 2025Q4: 879 shares 879 $758K 0.16% +6 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 29,931 shares; 2025Q4: 29,931 shares 29,931 $755K 0.16% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,070 shares; 2024Q4: 22,812 shares; 2025Q1: 27,859 shares; 2025Q2: 19,268 shares; 2025Q3: 20,381 shares; 2025Q4: 19,069 shares 19,069 $751K 0.16% -1,312 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,526 shares; 2025Q1: 9,415 shares; 2025Q2: 8,444 shares; 2025Q3: 8,787 shares; 2025Q4: 7,992 shares 7,992 $735K 0.16% -795 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: 1,772 shares; 2024Q4: 1,511 shares; 2025Q1: 1,369 shares; 2025Q2: 1,377 shares; 2025Q3: 1,560 shares; 2025Q4: 1,519 shares 1,519 $735K 0.16% -41 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,109 shares; 2024Q4: 11,264 shares; 2025Q1: 11,327 shares; 2025Q2: 11,107 shares; 2025Q3: 11,094 shares; 2025Q4: 11,367 shares 11,367 $732K 0.16% +273 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: 14,881 shares; 2024Q4: 12,511 shares; 2025Q1: 11,018 shares; 2025Q2: 10,969 shares; 2025Q3: 10,978 shares; 2025Q4: 10,394 shares 10,394 $727K 0.16% -584 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: 8,851 shares; 2024Q4: 7,991 shares; 2025Q1: 6,881 shares; 2025Q2: 6,766 shares; 2025Q3: 6,674 shares; 2025Q4: 6,358 shares 6,358 $723K 0.16% -316 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,273 shares; 2025Q3: 18,642 shares; 2025Q4: 21,705 shares 21,705 $718K 0.15% +3,063 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 4,935 shares; 2025Q1: 3,750 shares; 2025Q2: 4,304 shares; 2025Q3: 4,248 shares; 2025Q4: 3,968 shares 3,968 $715K 0.15% -280 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,506 shares; 2025Q1: 8,021 shares; 2025Q2: 7,255 shares; 2025Q3: 7,384 shares; 2025Q4: 7,473 shares 7,473 $712K 0.15% +89 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: 4,033 shares; 2024Q4: 3,239 shares; 2025Q1: 2,560 shares; 2025Q2: 2,251 shares; 2025Q3: 2,181 shares; 2025Q4: 2,102 shares 2,102 $710K 0.15% -79 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: 626 shares; 2024Q4: 655 shares; 2025Q1: 614 shares; 2025Q2: 581 shares; 2025Q3: 616 shares; 2025Q4: 656 shares 656 $702K 0.15% +40 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,348 shares; 2025Q1: 1,404 shares; 2025Q2: 2,608 shares; 2025Q3: 2,508 shares; 2025Q4: 2,374 shares 2,374 $697K 0.15% -134 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,194 shares; 2025Q3: 3,872 shares; 2025Q4: 3,799 shares 3,799 $691K 0.15% -73 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,965 shares; 2025Q2: 20,509 shares; 2025Q3: 20,535 shares; 2025Q4: 19,032 shares 19,032 $682K 0.15% -1,503 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,311 shares; 2025Q4: 30,311 shares 30,311 $680K 0.15% +14,000 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: 2,050 shares; 2024Q4: 1,662 shares; 2025Q1: 1,536 shares; 2025Q2: 1,312 shares; 2025Q3: 1,169 shares; 2025Q4: 986 shares 986 $664K 0.14% -183 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: 4,805 shares; 2024Q4: 4,229 shares; 2025Q1: 4,106 shares; 2025Q2: 4,131 shares; 2025Q3: 2,518 shares; 2025Q4: 2,453 shares 2,453 $658K 0.14% -65 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: 37,356 shares; 2024Q4: 36,624 shares; 2025Q1: 26,087 shares; 2025Q2: 27,868 shares; 2025Q3: 26,933 shares; 2025Q4: 26,492 shares 26,492 $658K 0.14% -441 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 918 shares; 2025Q1: 803 shares; 2025Q2: 757 shares; 2025Q3: 740 shares; 2025Q4: 2,273 shares 2,273 $653K 0.14% +1,533 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 3,250 shares; 2025Q1: 3,119 shares; 2025Q2: 3,025 shares; 2025Q3: 2,948 shares; 2025Q4: 2,913 shares 2,913 $650K 0.14% -35 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,992 shares; 2025Q1: 2,194 shares; 2025Q2: 2,285 shares; 2025Q3: 2,517 shares; 2025Q4: 2,838 shares 2,838 $646K 0.14% +321 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,348 shares; 2024Q4: 22,561 shares; 2025Q1: 22,686 shares; 2025Q2: 22,818 shares; 2025Q3: 22,945 shares; 2025Q4: 23,093 shares 23,093 $642K 0.14% +148 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: 3,575 shares; 2024Q4: 1,700 shares; 2025Q1: 1,483 shares; 2025Q2: 1,343 shares; 2025Q3: 1,322 shares; 2025Q4: 1,225 shares 1,225 $640K 0.14% -97 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 1,538 shares; 2025Q1: 1,496 shares; 2025Q2: 1,446 shares; 2025Q3: 1,454 shares; 2025Q4: 1,492 shares 1,492 $636K 0.14% +38 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,766 shares; 2025Q3: 33,396 shares; 2025Q4: 27,539 shares 27,539 $631K 0.14% -5,857 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: 683 shares; 2024Q4: 501 shares; 2025Q1: 560 shares; 2025Q2: 538 shares; 2025Q3: 581 shares; 2025Q4: 4,077 shares 4,077 $625K 0.13% +3,496 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,282 shares; 2025Q3: 9,607 shares; 2025Q4: 8,883 shares 8,883 $619K 0.13% -724 Timeline VOE 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: 3,530 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares 3,483 $618K 0.13% 0 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: not reported; 2024Q4: 9,262 shares; 2025Q1: 11,939 shares; 2025Q2: 8,271 shares; 2025Q3: 9,309 shares; 2025Q4: 8,136 shares 8,136 $616K 0.13% -1,173 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 1,053 shares; 2025Q1: 1,089 shares; 2025Q2: 1,154 shares; 2025Q3: 1,221 shares; 2025Q4: 1,443 shares 1,443 $609K 0.13% +222 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,296 shares 9,296 $608K 0.13% new Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,992 shares; 2025Q4: 8,152 shares 8,152 $603K 0.13% +5,160 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,374 shares; 2025Q3: 14,802 shares; 2025Q4: 13,833 shares 13,833 $602K 0.13% -969 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: 2,289 shares; 2024Q4: 2,087 shares; 2025Q1: 1,603 shares; 2025Q2: 1,496 shares; 2025Q3: 1,628 shares; 2025Q4: 2,427 shares 2,427 $600K 0.13% +799 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,274 shares; 2024Q4: 12,157 shares; 2025Q1: 13,563 shares; 2025Q2: 12,609 shares; 2025Q3: 11,934 shares; 2025Q4: 12,354 shares 12,354 $599K 0.13% +420 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,748 shares; 2025Q4: 4,416 shares 4,416 $597K 0.13% +668 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 65,149 shares; 2025Q3: 65,972 shares; 2025Q4: 65,972 shares 65,972 $596K 0.13% 0 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: 1,959 shares; 2024Q4: 1,819 shares; 2025Q1: 1,782 shares; 2025Q2: 1,760 shares; 2025Q3: 1,778 shares; 2025Q4: 1,762 shares 1,762 $593K 0.13% -16 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,157 shares; 2025Q1: 1,231 shares; 2025Q2: 1,199 shares; 2025Q3: 1,155 shares; 2025Q4: 1,152 shares 1,152 $588K 0.13% -3 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: 7,023 shares; 2024Q4: 3,104 shares; 2025Q1: 2,599 shares; 2025Q2: 2,369 shares; 2025Q3: 2,649 shares; 2025Q4: 2,966 shares 2,966 $578K 0.12% +317 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,170 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,883 shares; 2025Q4: 6,883 shares 6,883 $576K 0.12% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,466 shares; 2024Q4: 23,329 shares; 2025Q1: 21,749 shares; 2025Q2: 21,508 shares; 2025Q3: 21,801 shares; 2025Q4: 21,743 shares 21,743 $572K 0.12% -58 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: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,813 shares; 2025Q2: 1,844 shares; 2025Q3: 1,867 shares; 2025Q4: 1,888 shares 1,888 $570K 0.12% +21 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: 9,315 shares; 2024Q4: 4,612 shares; 2025Q1: 4,470 shares; 2025Q2: 3,849 shares; 2025Q3: 3,629 shares; 2025Q4: 3,043 shares 3,043 $558K 0.12% -586 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: 3,293 shares; 2024Q4: 4,555 shares; 2025Q1: 4,721 shares; 2025Q2: 5,021 shares; 2025Q3: 5,372 shares; 2025Q4: 6,142 shares 6,142 $544K 0.12% +770 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,555 shares 17,555 $539K 0.12% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,411 shares; 2025Q3: 8,959 shares; 2025Q4: 7,243 shares 7,243 $537K 0.12% -1,716 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,988 shares; 2024Q4: 16,373 shares; 2025Q1: 22,664 shares; 2025Q2: 16,763 shares; 2025Q3: 16,299 shares; 2025Q4: 15,231 shares 15,231 $537K 0.12% -1,068 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,932 shares; 2025Q2: 12,929 shares; 2025Q3: 12,868 shares; 2025Q4: 11,617 shares 11,617 $535K 0.11% -1,251 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,361 shares; 2025Q2: 1,864 shares; 2025Q3: 1,866 shares; 2025Q4: 1,867 shares 1,867 $533K 0.11% +1 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 4,138 shares; 2025Q3: 3,870 shares; 2025Q4: 4,009 shares 4,009 $532K 0.11% +139 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: 8,290 shares; 2024Q4: 8,060 shares; 2025Q1: 8,005 shares; 2025Q2: 5,228 shares; 2025Q3: 5,298 shares; 2025Q4: 5,315 shares 5,315 $531K 0.11% +17 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: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 897 shares; 2025Q3: 891 shares; 2025Q4: 874 shares 874 $527K 0.11% -17 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: 7,422 shares; 2024Q4: 3,701 shares; 2025Q1: 3,407 shares; 2025Q2: 3,561 shares; 2025Q3: 2,462 shares; 2025Q4: 1,586 shares 1,586 $523K 0.11% -876 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: 8,536 shares; 2024Q4: 8,914 shares; 2025Q1: 8,754 shares; 2025Q2: 9,174 shares; 2025Q3: 9,325 shares; 2025Q4: 9,506 shares 9,506 $523K 0.11% +181 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 114 shares; 2025Q2: 125 shares; 2025Q3: 137 shares; 2025Q4: 154 shares 154 $522K 0.11% +17 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 10,482 shares; 2025Q1: 10,672 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares 10,300 $521K 0.11% 0 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: 1,468 shares; 2024Q4: 1,524 shares; 2025Q1: 1,625 shares; 2025Q2: 1,588 shares; 2025Q3: 1,593 shares; 2025Q4: 1,499 shares 1,499 $517K 0.11% -94 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 425 shares; 2025Q1: 459 shares; 2025Q2: 493 shares; 2025Q3: 545 shares; 2025Q4: 637 shares 637 $516K 0.11% +92 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: 26,467 shares; 2024Q4: 12,939 shares; 2025Q1: 7,617 shares; 2025Q2: 6,896 shares; 2025Q3: 6,940 shares; 2025Q4: 6,690 shares 6,690 $515K 0.11% -250 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: 6,628 shares; 2024Q4: 4,300 shares; 2025Q1: 4,626 shares; 2025Q2: 5,125 shares; 2025Q3: 5,263 shares; 2025Q4: 11,960 shares 11,960 $511K 0.11% +6,697 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,707 shares; 2025Q1: 1,617 shares; 2025Q2: 1,624 shares; 2025Q3: 1,597 shares; 2025Q4: 1,591 shares 1,591 $509K 0.11% -6 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: 39,339 shares; 2024Q4: 46,126 shares; 2025Q1: 32,231 shares; 2025Q2: 32,125 shares; 2025Q3: 24,871 shares; 2025Q4: 29,359 shares 29,359 $506K 0.11% +4,488 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,042 shares; 2025Q1: 2,796 shares; 2025Q2: 1,636 shares; 2025Q3: 1,617 shares; 2025Q4: 1,546 shares 1,546 $506K 0.11% -71 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: 9,047 shares; 2024Q4: 5,880 shares; 2025Q1: 5,897 shares; 2025Q2: 6,002 shares; 2025Q3: 5,165 shares; 2025Q4: 11,312 shares 11,312 $506K 0.11% +6,147 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: 896 shares; 2024Q4: 1,181 shares; 2025Q1: 1,214 shares; 2025Q2: 1,278 shares; 2025Q3: 1,403 shares; 2025Q4: 1,607 shares 1,607 $502K 0.11% +204 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,968 shares 19,968 $500K 0.11% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,008 shares; 2025Q1: 1,125 shares; 2025Q2: 1,046 shares; 2025Q3: 1,227 shares; 2025Q4: 1,562 shares 1,562 $497K 0.11% +335 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,015 shares; 2025Q2: 15,015 shares; 2025Q3: 15,015 shares; 2025Q4: 15,015 shares 15,015 $496K 0.11% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 2,141 shares; 2025Q1: 2,134 shares; 2025Q2: 2,131 shares; 2025Q3: 1,512 shares; 2025Q4: 1,471 shares 1,471 $495K 0.11% -41 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: 2,261 shares; 2024Q4: 2,268 shares; 2025Q1: 2,355 shares; 2025Q2: 2,937 shares; 2025Q3: 2,148 shares; 2025Q4: 2,542 shares 2,542 $493K 0.11% +394 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,185 shares; 2024Q4: 11,624 shares; 2025Q1: 11,264 shares; 2025Q2: 11,106 shares; 2025Q3: 9,874 shares; 2025Q4: 8,346 shares 8,346 $487K 0.1% -1,528 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: 514 shares; 2025Q1: 487 shares; 2025Q2: 499 shares; 2025Q3: 483 shares; 2025Q4: 446 shares 446 $477K 0.1% -37 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,911 shares; 2025Q1: 2,015 shares; 2025Q2: 1,963 shares; 2025Q3: 1,964 shares; 2025Q4: 1,841 shares 1,841 $476K 0.1% -123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,541 shares; 2025Q3: 13,588 shares; 2025Q4: 14,364 shares 14,364 $473K 0.1% +776 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 225 shares; 2025Q1: 226 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 218 shares 218 $469K 0.1% -12 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: 100,841 shares; 2024Q4: 98,883 shares; 2025Q1: 12,763 shares; 2025Q2: 10,826 shares; 2025Q3: 12,162 shares; 2025Q4: 12,526 shares 12,526 $468K 0.1% +364 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 2,300 shares; 2025Q1: 3,420 shares; 2025Q2: 2,939 shares; 2025Q3: 4,430 shares; 2025Q4: 5,399 shares 5,399 $466K 0.1% +969 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: 5,724 shares; 2024Q4: 2,908 shares; 2025Q1: 4,343 shares; 2025Q2: 4,248 shares; 2025Q3: 4,243 shares; 2025Q4: 3,643 shares 3,643 $465K 0.1% -600 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: 9,159 shares; 2024Q4: 14,350 shares; 2025Q1: 16,353 shares; 2025Q2: 11,738 shares; 2025Q3: 11,637 shares; 2025Q4: 11,890 shares 11,890 $459K 0.1% +253 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: not reported; 2024Q4: 3,107 shares; 2025Q1: 3,374 shares; 2025Q2: 3,725 shares; 2025Q3: 4,183 shares; 2025Q4: 4,813 shares 4,813 $459K 0.1% +630 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: 15,575 shares; 2024Q4: 8,138 shares; 2025Q1: 8,060 shares; 2025Q2: 7,873 shares; 2025Q3: 5,878 shares; 2025Q4: 5,685 shares 5,685 $456K 0.1% -193 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 22,533 shares; 2025Q4: 28,214 shares 28,214 $454K 0.1% +5,681 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: 1,574 shares; 2024Q4: 1,560 shares; 2025Q1: 1,781 shares; 2025Q2: 2,032 shares; 2025Q3: 2,036 shares; 2025Q4: 2,060 shares 2,060 $453K 0.1% +24 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 3,648 shares; 2025Q1: 3,759 shares; 2025Q2: 3,917 shares; 2025Q3: 4,278 shares; 2025Q4: 9,947 shares 9,947 $451K 0.1% +5,669 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 5,981 shares; 2025Q1: 5,939 shares; 2025Q2: 5,693 shares; 2025Q3: 5,759 shares; 2025Q4: 6,138 shares 6,138 $451K 0.1% +379 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 10,415 shares; 2025Q1: 10,339 shares; 2025Q2: 10,398 shares; 2025Q3: 9,391 shares; 2025Q4: 8,989 shares 8,989 $450K 0.1% -402 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: 6,171 shares; 2024Q4: 6,430 shares; 2025Q1: 6,187 shares; 2025Q2: 11,542 shares; 2025Q3: 11,207 shares; 2025Q4: 11,109 shares 11,109 $446K 0.1% -98 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,361 shares; 2025Q1: 5,990 shares; 2025Q2: 6,112 shares; 2025Q3: 3,665 shares; 2025Q4: 3,514 shares 3,514 $440K 0.09% -151 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,362 shares; 2024Q4: 8,290 shares; 2025Q1: 6,664 shares; 2025Q2: 5,398 shares; 2025Q3: 6,272 shares; 2025Q4: 5,921 shares 5,921 $436K 0.09% -351 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,210 shares; 2025Q2: 13,210 shares; 2025Q3: 13,210 shares; 2025Q4: 13,210 shares 13,210 $434K 0.09% 0 Timeline ISTB 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: 9,117 shares; 2024Q4: 8,867 shares; 2025Q1: 8,867 shares; 2025Q2: 8,867 shares; 2025Q3: 8,867 shares; 2025Q4: 8,867 shares 8,867 $432K 0.09% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,386 shares; 2025Q1: 2,050 shares; 2025Q2: 2,071 shares; 2025Q3: 1,910 shares; 2025Q4: 2,115 shares 2,115 $429K 0.09% +205 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,614 shares; 2025Q1: 12,614 shares; 2025Q2: 12,614 shares; 2025Q3: 12,614 shares; 2025Q4: 12,614 shares 12,614 $426K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,063 shares; 2025Q4: 1,087 shares 1,087 $423K 0.09% +24 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: 5,514 shares; 2024Q4: 2,434 shares; 2025Q1: 3,709 shares; 2025Q2: 3,730 shares; 2025Q3: 3,751 shares; 2025Q4: 4,202 shares 4,202 $420K 0.09% +451 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 5,963 shares; 2025Q1: 5,339 shares; 2025Q2: 5,183 shares; 2025Q3: 5,077 shares; 2025Q4: 5,202 shares 5,202 $415K 0.09% +125 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,326 shares; 2025Q3: 8,569 shares; 2025Q4: 8,586 shares 8,586 $414K 0.09% +17 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: 6,373 shares; 2024Q4: 3,006 shares; 2025Q1: 2,762 shares; 2025Q2: 2,851 shares; 2025Q3: 2,753 shares; 2025Q4: 2,744 shares 2,744 $413K 0.09% -9 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: 1,022 shares; 2024Q4: 1,005 shares; 2025Q1: 1,015 shares; 2025Q2: 1,032 shares; 2025Q3: 910 shares; 2025Q4: 839 shares 839 $412K 0.09% -71 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,798 shares; 2025Q1: 1,642 shares; 2025Q2: 1,646 shares; 2025Q3: 1,624 shares; 2025Q4: 1,621 shares 1,621 $409K 0.09% -3 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: 1,949 shares; 2024Q4: 1,916 shares; 2025Q1: 1,913 shares; 2025Q2: 1,967 shares; 2025Q3: 1,960 shares; 2025Q4: 1,860 shares 1,860 $409K 0.09% -100 Timeline PULS 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: 8,282 shares; 2024Q4: 8,110 shares; 2025Q1: 8,209 shares; 2025Q2: 8,183 shares; 2025Q3: 8,110 shares; 2025Q4: 8,110 shares 8,110 $402K 0.09% 0 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: 2,843 shares; 2024Q4: 3,131 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares 3,320 $402K 0.09% 0 Timeline JHMB 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: not reported; 2024Q4: 17,029 shares; 2025Q1: 17,875 shares; 2025Q2: 18,481 shares; 2025Q3: 18,481 shares; 2025Q4: 18,113 shares 18,113 $401K 0.09% -368 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 2,356 shares; 2025Q3: 2,317 shares; 2025Q4: 2,289 shares 2,289 $397K 0.09% -28 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,357 shares; 2024Q4: 26,136 shares; 2025Q1: 28,219 shares; 2025Q2: 33,213 shares; 2025Q3: 36,213 shares; 2025Q4: 36,790 shares 36,790 $394K 0.08% +577 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: 3,947 shares; 2024Q4: not reported; 2025Q1: 7,976 shares; 2025Q2: 3,952 shares; 2025Q3: 3,952 shares; 2025Q4: 3,947 shares 3,947 $394K 0.08% -5 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: 6,268 shares; 2024Q4: 6,029 shares; 2025Q1: 5,025 shares; 2025Q2: 4,829 shares; 2025Q3: 4,872 shares; 2025Q4: 4,745 shares 4,745 $393K 0.08% -127 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,116 shares; 2025Q4: 1,428 shares 1,428 $390K 0.08% +312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares; 2025Q4: 11,926 shares 11,926 $389K 0.08% +1,858 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,715 shares; 2025Q1: 6,116 shares; 2025Q2: 5,734 shares; 2025Q3: 5,643 shares; 2025Q4: 5,503 shares 5,503 $386K 0.08% -140 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: 5,744 shares; 2024Q4: 6,651 shares; 2025Q1: 6,892 shares; 2025Q2: 6,466 shares; 2025Q3: 7,062 shares; 2025Q4: 7,035 shares 7,035 $385K 0.08% -27 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: 12,989 shares; 2024Q4: 12,707 shares; 2025Q1: 12,400 shares; 2025Q2: 12,933 shares; 2025Q3: 12,794 shares; 2025Q4: 8,039 shares 8,039 $384K 0.08% -4,755 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,481 shares; 2024Q4: 5,020 shares; 2025Q1: 4,608 shares; 2025Q2: 4,397 shares; 2025Q3: 4,243 shares; 2025Q4: 4,237 shares 4,237 $384K 0.08% -6 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 1,396 shares; 2025Q1: 1,456 shares; 2025Q2: 1,604 shares; 2025Q3: 1,460 shares; 2025Q4: 1,443 shares 1,443 $382K 0.08% -17 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,243 shares; 2025Q3: 16,665 shares; 2025Q4: 5,477 shares 5,477 $382K 0.08% -11,188 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: 5,678 shares; 2024Q4: 3,820 shares; 2025Q1: 3,202 shares; 2025Q2: 2,952 shares; 2025Q3: 2,682 shares; 2025Q4: 2,630 shares 2,630 $381K 0.08% -52 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,627 shares; 2025Q1: 3,633 shares; 2025Q2: 3,699 shares; 2025Q3: 3,718 shares; 2025Q4: 3,356 shares 3,356 $377K 0.08% -362 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: 1,280 shares; 2024Q4: 1,450 shares; 2025Q1: 2,525 shares; 2025Q2: 1,519 shares; 2025Q3: 1,522 shares; 2025Q4: 1,526 shares 1,526 $376K 0.08% +4 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 8,445 shares; 2025Q1: 7,536 shares; 2025Q2: 7,137 shares; 2025Q3: 7,033 shares; 2025Q4: 6,800 shares 6,800 $371K 0.08% -233 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 750 shares; 2025Q1: 784 shares; 2025Q2: 844 shares; 2025Q3: 822 shares; 2025Q4: 829 shares 829 $369K 0.08% +7 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 7,539 shares; 2025Q3: 7,539 shares; 2025Q4: 7,539 shares 7,539 $368K 0.08% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,158 shares; 2025Q1: 4,194 shares; 2025Q2: 4,110 shares; 2025Q3: 2,647 shares; 2025Q4: 2,623 shares 2,623 $367K 0.08% -24 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: not reported; 2024Q4: 4,318 shares; 2025Q1: 5,294 shares; 2025Q2: 5,137 shares; 2025Q3: 5,087 shares; 2025Q4: 4,074 shares 4,074 $366K 0.08% -1,013 Timeline PAAA 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: 7,095 shares; 2025Q2: 7,095 shares; 2025Q3: 7,095 shares; 2025Q4: 7,095 shares 7,095 $364K 0.08% 0 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,834 shares; 2025Q4: 16,321 shares 16,321 $363K 0.08% +3,487 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: 7,149 shares; 2024Q4: 6,907 shares; 2025Q1: 7,216 shares; 2025Q2: 7,277 shares; 2025Q3: 6,460 shares; 2025Q4: 4,107 shares 4,107 $363K 0.08% -2,353 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: 1,746 shares; 2024Q4: 1,620 shares; 2025Q1: 3,053 shares; 2025Q2: 1,655 shares; 2025Q3: 1,679 shares; 2025Q4: 1,819 shares 1,819 $361K 0.08% +140 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,173 shares; 2025Q2: 4,710 shares; 2025Q3: 4,677 shares; 2025Q4: 4,542 shares 4,542 $360K 0.08% -135 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,009 shares; 2025Q3: 13,981 shares; 2025Q4: 13,829 shares 13,829 $360K 0.08% -152 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: 3,746 shares; 2024Q4: 3,936 shares; 2025Q1: 3,860 shares; 2025Q2: 3,911 shares; 2025Q3: 3,261 shares; 2025Q4: 2,877 shares 2,877 $360K 0.08% -384 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,178 shares; 2024Q4: 32,062 shares; 2025Q1: 30,614 shares; 2025Q2: 31,252 shares; 2025Q3: 36,184 shares; 2025Q4: 35,339 shares 35,339 $357K 0.08% -845 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: not reported; 2024Q4: not reported; 2025Q1: 15,516 shares; 2025Q2: 15,516 shares; 2025Q3: 14,515 shares; 2025Q4: 14,471 shares 14,471 $354K 0.08% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376 shares 1,376 $354K 0.08% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 2,325 shares; 2025Q1: 2,478 shares; 2025Q2: 2,663 shares; 2025Q3: 2,977 shares; 2025Q4: 3,431 shares 3,431 $353K 0.08% +454 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares 7,700 $346K 0.07% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 3,172 shares; 2025Q1: 3,028 shares; 2025Q2: 2,906 shares; 2025Q3: 2,915 shares; 2025Q4: 2,705 shares 2,705 $345K 0.07% -210 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: 846 shares; 2024Q4: 1,772 shares; 2025Q1: 1,644 shares; 2025Q2: 1,627 shares; 2025Q3: 1,961 shares; 2025Q4: 1,870 shares 1,870 $344K 0.07% -91 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: 160 shares; 2024Q4: 72 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64 $343K 0.07% 0 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,773 shares 11,773 $342K 0.07% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,135 shares; 2025Q3: 1,438 shares; 2025Q4: 1,333 shares 1,333 $338K 0.07% -105 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 928 shares; 2025Q1: 853 shares; 2025Q2: 872 shares; 2025Q3: 839 shares; 2025Q4: 790 shares 790 $338K 0.07% -49 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: 7,185 shares; 2024Q4: 6,219 shares; 2025Q1: 4,596 shares; 2025Q2: 4,431 shares; 2025Q3: 4,379 shares; 2025Q4: 4,274 shares 4,274 $333K 0.07% -105 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,046 shares; 2025Q1: 3,202 shares; 2025Q2: 3,434 shares; 2025Q3: 2,600 shares; 2025Q4: 2,573 shares 2,573 $332K 0.07% -27 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 14,156 shares; 2025Q1: 14,230 shares; 2025Q2: 14,426 shares; 2025Q3: 5,768 shares; 2025Q4: 6,523 shares 6,523 $328K 0.07% +755 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,504 shares; 2025Q1: 1,345 shares; 2025Q2: 1,199 shares; 2025Q3: 1,352 shares; 2025Q4: 1,349 shares 1,349 $328K 0.07% -3 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 9,460 shares; 2025Q1: 11,300 shares; 2025Q2: 11,125 shares; 2025Q3: 11,275 shares; 2025Q4: 11,082 shares 11,082 $327K 0.07% -193 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: not reported; 2024Q4: 4,091 shares; 2025Q1: 4,091 shares; 2025Q2: 3,884 shares; 2025Q3: 3,884 shares; 2025Q4: 4,933 shares 4,933 $326K 0.07% +1,049 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,273 shares; 2025Q3: 12,273 shares; 2025Q4: 10,643 shares 10,643 $323K 0.07% -1,630 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,310 shares; 2025Q3: 6,046 shares; 2025Q4: 7,579 shares 7,579 $323K 0.07% +1,533 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 943 shares; 2025Q4: 1,236 shares 1,236 $321K 0.07% +293 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 2,436 shares; 2025Q1: 2,731 shares; 2025Q2: 2,586 shares; 2025Q3: 3,151 shares; 2025Q4: 3,038 shares 3,038 $320K 0.07% -113 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,881 shares; 2025Q4: 1,804 shares 1,804 $320K 0.07% -77 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: 3,212 shares; 2024Q4: 1,670 shares; 2025Q1: 5,608 shares; 2025Q2: 3,897 shares; 2025Q3: 2,263 shares; 2025Q4: 3,230 shares 3,230 $316K 0.07% +967 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 3,453 shares; 2025Q1: 2,701 shares; 2025Q2: 2,552 shares; 2025Q3: 2,485 shares; 2025Q4: 2,441 shares 2,441 $315K 0.07% -44 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: 999 shares; 2024Q4: 1,028 shares; 2025Q1: 1,112 shares; 2025Q2: 1,077 shares; 2025Q3: 998 shares; 2025Q4: 962 shares 962 $312K 0.07% -36 Timeline SCHH 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: 14,251 shares; 2024Q4: 14,413 shares; 2025Q1: 14,937 shares; 2025Q2: 14,584 shares; 2025Q3: 14,689 shares; 2025Q4: 14,845 shares 14,845 $310K 0.07% +156 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 6,173 shares; 2025Q1: 8,746 shares; 2025Q2: 6,724 shares; 2025Q3: 6,724 shares; 2025Q4: 6,724 shares 6,724 $307K 0.07% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,543 shares; 2025Q1: 4,690 shares; 2025Q2: not reported; 2025Q3: 778 shares; 2025Q4: 629 shares 629 $307K 0.07% -149 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,448 shares; 2025Q1: 4,126 shares; 2025Q2: 3,428 shares; 2025Q3: 3,155 shares; 2025Q4: 2,987 shares 2,987 $306K 0.07% -168 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,536 shares; 2025Q1: 1,517 shares; 2025Q2: 1,175 shares; 2025Q3: 1,097 shares; 2025Q4: 1,066 shares 1,066 $304K 0.07% -31 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,190 shares; 2025Q3: 14,805 shares; 2025Q4: 14,594 shares 14,594 $304K 0.07% -211 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 4,362 shares; 2025Q1: 4,218 shares; 2025Q2: 4,355 shares; 2025Q3: 4,249 shares; 2025Q4: 3,810 shares 3,810 $301K 0.06% -439 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,233 shares; 2025Q3: 28,840 shares; 2025Q4: 11,648 shares 11,648 $300K 0.06% -17,192 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,193 shares; 2025Q1: 1,698 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares 1,632 $298K 0.06% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,493 shares; 2025Q1: 1,592 shares; 2025Q2: 1,730 shares; 2025Q3: 1,723 shares; 2025Q4: 1,679 shares 1,679 $295K 0.06% -44 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,464 shares; 2025Q1: 1,420 shares; 2025Q2: 1,712 shares; 2025Q3: 1,869 shares; 2025Q4: 1,626 shares 1,626 $295K 0.06% -243 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares 5,950 $292K 0.06% 0 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,437 shares; 2025Q4: 12,721 shares 12,721 $291K 0.06% +2,284 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,682 shares; 2024Q4: 5,994 shares; 2025Q1: 5,031 shares; 2025Q2: 4,295 shares; 2025Q3: 4,226 shares; 2025Q4: 6,325 shares 6,325 $290K 0.06% +2,099 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,789 shares; 2024Q4: 15,395 shares; 2025Q1: 13,880 shares; 2025Q2: 11,528 shares; 2025Q3: 16,097 shares; 2025Q4: 15,150 shares 15,150 $290K 0.06% -947 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,102 shares; 2025Q3: 7,445 shares; 2025Q4: 6,893 shares 6,893 $286K 0.06% -552 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: 2,741 shares; 2024Q4: 2,986 shares; 2025Q1: 3,058 shares; 2025Q2: 4,124 shares; 2025Q3: 4,636 shares; 2025Q4: 3,366 shares 3,366 $283K 0.06% -1,270 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 1,692 shares; 2025Q1: 1,595 shares; 2025Q2: 1,581 shares; 2025Q3: 1,543 shares; 2025Q4: 1,460 shares 1,460 $282K 0.06% -83 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,570 shares; 2025Q4: 1,235 shares 1,235 $281K 0.06% -335 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: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,244 shares 4,244 $278K 0.06% -46 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,392 shares 10,392 $277K 0.06% new 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: 9,232 shares; 2024Q4: 7,448 shares; 2025Q1: 6,295 shares; 2025Q2: 5,926 shares; 2025Q3: 5,786 shares; 2025Q4: 5,136 shares 5,136 $276K 0.06% -650 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 1,456 shares; 2025Q1: 1,685 shares; 2025Q2: 1,340 shares; 2025Q3: not reported; 2025Q4: 2,188 shares 2,188 $275K 0.06% new 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: 2,056 shares; 2024Q4: 1,995 shares; 2025Q1: 2,114 shares; 2025Q2: 2,187 shares; 2025Q3: 2,424 shares; 2025Q4: 2,322 shares 2,322 $272K 0.06% -102 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: 2,114 shares; 2024Q4: 2,163 shares; 2025Q1: 2,391 shares; 2025Q2: 22,147 shares; 2025Q3: 2,837 shares; 2025Q4: 2,534 shares 2,534 $271K 0.06% -303 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,051 shares; 2025Q1: 1,061 shares; 2025Q2: 1,089 shares; 2025Q3: 977 shares; 2025Q4: 930 shares 930 $269K 0.06% -47 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,029 shares; 2025Q3: 7,714 shares; 2025Q4: 5,592 shares 5,592 $268K 0.06% -2,122 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 2,626 shares; 2025Q1: 2,624 shares; 2025Q2: 2,487 shares; 2025Q3: 2,498 shares; 2025Q4: 2,419 shares 2,419 $267K 0.06% -79 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: not reported; 2025Q1: 3,801 shares; 2025Q2: 3,972 shares; 2025Q3: 3,887 shares; 2025Q4: 3,976 shares 3,976 $266K 0.06% +89 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: 13,792 shares; 2024Q4: 14,092 shares; 2025Q1: 13,931 shares; 2025Q2: 14,423 shares; 2025Q3: 10,617 shares; 2025Q4: 8,884 shares 8,884 $266K 0.06% -1,733 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: 449 shares; 2024Q4: 624 shares; 2025Q1: 796 shares; 2025Q2: 707 shares; 2025Q3: 538 shares; 2025Q4: 464 shares 464 $264K 0.06% -74 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 58,972 shares; 2025Q1: 58,972 shares; 2025Q2: 58,972 shares; 2025Q3: 62,172 shares; 2025Q4: 58,322 shares 58,322 $261K 0.06% -3,850 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: 11,799 shares; 2024Q4: not reported; 2025Q1: 13,497 shares; 2025Q2: 11,199 shares; 2025Q3: 16,684 shares; 2025Q4: 6,921 shares 6,921 $255K 0.05% -9,763 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,096 shares; 2025Q1: 2,059 shares; 2025Q2: 2,107 shares; 2025Q3: 2,112 shares; 2025Q4: 2,010 shares 2,010 $254K 0.05% -102 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: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,943 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares 2,435 $252K 0.05% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,831 shares; 2025Q4: 1,849 shares 1,849 $251K 0.05% +18 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,512 shares 5,512 $249K 0.05% +495 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: 4,045 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,638 shares; 2025Q3: not reported; 2025Q4: 4,859 shares 4,859 $247K 0.05% new Timeline DJUL 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: 5,137 shares; 2024Q4: 5,137 shares; 2025Q1: 5,137 shares; 2025Q2: 5,137 shares; 2025Q3: 5,137 shares; 2025Q4: 5,137 shares 5,137 $244K 0.05% 0 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,142 shares; 2025Q2: 9,142 shares; 2025Q3: 9,328 shares; 2025Q4: 9,521 shares 9,521 $244K 0.05% +193 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 2,325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares 1,412 $239K 0.05% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 306 shares; 2025Q1: 332 shares; 2025Q2: 326 shares; 2025Q3: 316 shares; 2025Q4: 309 shares 309 $237K 0.05% -7 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,367 shares; 2025Q2: 1,556 shares; 2025Q3: 1,528 shares; 2025Q4: 1,721 shares 1,721 $234K 0.05% +193 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 5,631 shares; 2025Q1: 5,969 shares; 2025Q2: 6,430 shares; 2025Q3: not reported; 2025Q4: 6,310 shares 6,310 $233K 0.05% new Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,201 shares 5,201 $230K 0.05% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,763 shares; 2025Q2: 3,763 shares; 2025Q3: 3,169 shares; 2025Q4: 2,837 shares 2,837 $230K 0.05% -332 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: 11,936 shares; 2024Q4: 9,491 shares; 2025Q1: 5,455 shares; 2025Q2: 5,014 shares; 2025Q3: 4,752 shares; 2025Q4: 3,603 shares 3,603 $230K 0.05% -1,149 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 947 shares; 2025Q4: 903 shares 903 $228K 0.05% -44 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: 8,053 shares; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: 3,051 shares; 2025Q3: 2,891 shares; 2025Q4: 2,789 shares 2,789 $228K 0.05% -102 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,398 shares; 2025Q1: 2,399 shares; 2025Q2: 2,400 shares; 2025Q3: 2,401 shares; 2025Q4: 2,392 shares 2,392 $223K 0.05% -9 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: 2,085 shares; 2024Q4: 2,206 shares; 2025Q1: 4,217 shares; 2025Q2: 2,285 shares; 2025Q3: 2,371 shares; 2025Q4: 2,376 shares 2,376 $222K 0.05% +5 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 5,337 shares; 2025Q1: 6,578 shares; 2025Q2: 6,174 shares; 2025Q3: 5,151 shares; 2025Q4: 4,363 shares 4,363 $222K 0.05% -788 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,860 shares; 2025Q1: 8,881 shares; 2025Q2: not reported; 2025Q3: 6,525 shares; 2025Q4: 6,172 shares 6,172 $222K 0.05% -353 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 1,253 shares; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,135 shares; 2025Q4: 1,033 shares 1,033 $221K 0.05% -102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432 shares 432 $220K 0.05% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,834 shares; 2025Q1: 2,511 shares; 2025Q2: 2,349 shares; 2025Q3: 2,111 shares; 2025Q4: 2,003 shares 2,003 $220K 0.05% -108 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 3,313 shares; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: 3,330 shares; 2025Q4: 3,173 shares 3,173 $218K 0.05% -157 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,434 shares; 2025Q1: 10,854 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,706 shares 7,706 $216K 0.05% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,553 shares; 2025Q1: 5,184 shares; 2025Q2: 5,263 shares; 2025Q3: 5,277 shares; 2025Q4: 5,025 shares 5,025 $213K 0.05% -252 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: 697 shares; 2024Q4: 683 shares; 2025Q1: 780 shares; 2025Q2: 735 shares; 2025Q3: 717 shares; 2025Q4: 605 shares 605 $213K 0.05% -112 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 448 shares; 2025Q4: 397 shares 397 $212K 0.05% -51 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: 2,581 shares; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares 2,643 $211K 0.05% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,724 shares; 2025Q1: 1,645 shares; 2025Q2: 1,677 shares; 2025Q3: 1,686 shares; 2025Q4: 1,660 shares 1,660 $210K 0.05% -26 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: 3,248 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,296 shares 1,296 $209K 0.04% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,110 shares; 2025Q1: 1,071 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares 1,024 $208K 0.04% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,231 shares; 2025Q4: 2,574 shares 2,574 $208K 0.04% -1,657 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,225 shares; 2025Q4: 5,879 shares 5,879 $208K 0.04% -346 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 614 shares 614 $207K 0.04% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 3,933 shares; 2025Q1: 3,926 shares; 2025Q2: 3,886 shares; 2025Q3: 3,118 shares; 2025Q4: 2,656 shares 2,656 $204K 0.04% -462 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,240 shares 5,240 $203K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares 657 $203K 0.04% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares 1,378 $202K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,553 shares 3,553 $201K 0.04% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,399 shares; 2024Q4: 28,800 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares; 2025Q4: 28,800 shares 28,800 $181K 0.04% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,591 shares 10,591 $170K 0.04% new 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: 18,184 shares; 2024Q4: 11,908 shares; 2025Q1: 12,440 shares; 2025Q2: 12,391 shares; 2025Q3: 12,485 shares; 2025Q4: 11,944 shares 11,944 $168K 0.04% -541 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,454 shares; 2024Q4: 26,165 shares; 2025Q1: 36,105 shares; 2025Q2: 36,128 shares; 2025Q3: 38,926 shares; 2025Q4: 33,453 shares 33,453 $136K 0.03% -5,473 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,783 shares; 2025Q3: 34,783 shares; 2025Q4: 34,783 shares 34,783 $97.7K 0.02% 0 Timeline MSOX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,580 shares 17,580 $78.8K 0.02% new Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,279 shares; 2025Q4: 11,279 shares 11,279 $62.9K 0.01% 0 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares 14,500 $42.2K 0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,837 shares 41,837 $41.8K 0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $19.7K <0.01% new Timeline