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: 149,002 shares; 2024Q3: 153,538 shares; 2024Q4: 155,451 shares; 2025Q1: 158,669 shares; 2025Q2: 163,699 shares; 2025Q3: 164,953 shares; 2025Q4: 162,275 shares 162,275 $79.2M 7.35% -2,678 Timeline STXT 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: 2,549,761 shares; 2024Q3: 2,726,716 shares; 2024Q4: 2,954,699 shares; 2025Q1: 3,138,175 shares; 2025Q2: 3,191,948 shares; 2025Q3: 3,340,320 shares; 2025Q4: 3,491,661 shares 3,491,661 $70.2M 6.52% +151,341 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: 115,213 shares; 2024Q3: 180,825 shares; 2024Q4: 223,776 shares; 2025Q1: 236,503 shares; 2025Q2: 252,839 shares; 2025Q3: 270,407 shares; 2025Q4: 294,179 shares 294,179 $56.2M 5.22% +23,772 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: 53,399 shares; 2024Q3: 235,769 shares; 2024Q4: 410,508 shares; 2025Q1: 564,285 shares; 2025Q2: 651,308 shares; 2025Q3: 916,795 shares; 2025Q4: 1,131,781 shares 1,131,781 $54.3M 5.04% +214,986 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: 1,466,379 shares; 2024Q3: 1,383,022 shares; 2024Q4: 1,252,311 shares; 2025Q1: 1,332,768 shares; 2025Q2: 1,346,720 shares; 2025Q3: 1,378,934 shares; 2025Q4: 1,395,818 shares 1,395,818 $53.2M 4.94% +16,884 Timeline AVMC 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: 544,831 shares; 2024Q3: 593,143 shares; 2024Q4: 634,915 shares; 2025Q1: 656,907 shares; 2025Q2: 685,911 shares; 2025Q3: 711,152 shares; 2025Q4: 744,556 shares 744,556 $52.6M 4.89% +33,404 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: 105,486 shares; 2024Q3: 124,788 shares; 2024Q4: 78,349 shares; 2025Q1: 103,803 shares; 2025Q2: 39,106 shares; 2025Q3: 40,265 shares; 2025Q4: 106,416 shares 106,416 $51.5M 4.78% +66,151 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 116,489 shares; 2024Q3: 132,713 shares; 2024Q4: 137,698 shares; 2025Q1: 144,319 shares; 2025Q2: 135,139 shares; 2025Q3: 144,712 shares; 2025Q4: 124,823 shares 124,823 $39.3M 3.65% -19,889 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 504,144 shares; 2024Q3: 578,875 shares; 2024Q4: 615,628 shares; 2025Q1: 680,649 shares; 2025Q2: 709,671 shares; 2025Q3: 774,330 shares; 2025Q4: 680,694 shares 680,694 $38.6M 3.58% -93,636 Timeline BUXX 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: 1,823,587 shares; 2024Q3: 1,815,796 shares; 2024Q4: 1,844,142 shares; 2025Q1: 1,879,065 shares; 2025Q2: 1,841,993 shares; 2025Q3: 1,851,738 shares; 2025Q4: 1,815,141 shares 1,815,141 $36.7M 3.41% -36,597 Timeline STXE 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: 813,101 shares; 2024Q3: 859,178 shares; 2024Q4: 888,261 shares; 2025Q1: 898,491 shares; 2025Q2: 883,550 shares; 2025Q3: 889,184 shares; 2025Q4: 885,223 shares 885,223 $31.8M 2.95% -3,961 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 180,946 shares; 2024Q3: 210,473 shares; 2024Q4: 253,993 shares; 2025Q1: 295,327 shares; 2025Q2: 315,795 shares; 2025Q3: 346,365 shares; 2025Q4: 386,534 shares 386,534 $26.1M 2.42% +40,169 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: 72,004 shares; 2024Q3: 76,964 shares; 2024Q4: 79,323 shares; 2025Q1: 82,876 shares; 2025Q2: 77,165 shares; 2025Q3: 81,879 shares; 2025Q4: 87,637 shares 87,637 $25.4M 2.36% +5,758 Timeline IDMO 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,354 shares; 2025Q2: 356,399 shares; 2025Q3: 388,324 shares; 2025Q4: 441,833 shares 441,833 $24.6M 2.28% +53,509 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 554,995 shares; 2024Q3: 654,026 shares; 2024Q4: 1,489,378 shares; 2025Q1: 957,185 shares; 2025Q2: 835,711 shares; 2025Q3: 900,084 shares; 2025Q4: 1,003,572 shares 1,003,572 $24.1M 2.24% +103,488 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,291,077 shares; 2024Q3: 1,252,015 shares; 2024Q4: 1,234,675 shares; 2025Q1: 1,204,461 shares; 2025Q2: 1,168,716 shares; 2025Q3: 906,410 shares; 2025Q4: 878,176 shares 878,176 $22.8M 2.12% -28,234 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: 211,757 shares; 2024Q3: 220,200 shares; 2024Q4: 228,591 shares; 2025Q1: 202,599 shares; 2025Q2: 210,565 shares; 2025Q3: 220,981 shares; 2025Q4: 232,840 shares 232,840 $20.6M 1.91% +11,859 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 657,913 shares; 2024Q3: 601,320 shares; 2024Q4: 530,969 shares; 2025Q1: 503,660 shares; 2025Q2: 477,118 shares; 2025Q3: 453,808 shares; 2025Q4: 418,309 shares 418,309 $19.6M 1.82% -35,499 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: 288,923 shares; 2024Q3: 293,058 shares; 2024Q4: 279,375 shares; 2025Q1: 286,975 shares; 2025Q2: 283,739 shares; 2025Q3: 276,611 shares; 2025Q4: 254,481 shares 254,481 $19.3M 1.79% -22,130 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 46,036 shares; 2024Q3: 53,788 shares; 2024Q4: 54,964 shares; 2025Q1: 58,895 shares; 2025Q2: 59,184 shares; 2025Q3: 64,579 shares; 2025Q4: 69,557 shares 69,557 $17.9M 1.67% +4,978 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 102,384 shares; 2024Q4: 113,648 shares; 2025Q1: 122,904 shares; 2025Q2: 115,743 shares; 2025Q3: 156,794 shares; 2025Q4: 224,354 shares 224,354 $17.5M 1.62% +67,560 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353,055 shares; 2025Q3: 327,323 shares; 2025Q4: 242,170 shares 242,170 $16.4M 1.52% -85,153 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: 55,290 shares; 2024Q3: 56,230 shares; 2024Q4: 57,527 shares; 2025Q1: 54,003 shares; 2025Q2: 54,222 shares; 2025Q3: 55,290 shares; 2025Q4: 53,488 shares 53,488 $14.5M 1.35% -1,802 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: 17,451 shares; 2024Q3: 20,218 shares; 2024Q4: 20,420 shares; 2025Q1: 23,756 shares; 2025Q2: 25,725 shares; 2025Q3: 27,249 shares; 2025Q4: 23,635 shares 23,635 $14.5M 1.35% -3,614 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: 39,703 shares; 2024Q3: 60,969 shares; 2024Q4: 78,392 shares; 2025Q1: 90,363 shares; 2025Q2: 110,911 shares; 2025Q3: 118,943 shares; 2025Q4: 128,170 shares 128,170 $13.1M 1.21% +9,227 Timeline DEXC 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: not reported; 2024Q3: not reported; 2024Q4: 127,465 shares; 2025Q1: 151,197 shares; 2025Q2: 157,501 shares; 2025Q3: 167,033 shares; 2025Q4: 178,815 shares 178,815 $10.8M 1.01% +11,782 Timeline DFSV 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: 161,005 shares; 2024Q3: 179,884 shares; 2024Q4: 192,731 shares; 2025Q1: 210,853 shares; 2025Q2: 239,932 shares; 2025Q3: 272,041 shares; 2025Q4: 316,718 shares 316,718 $10.4M 0.97% +44,677 Timeline VEXC 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,068 shares 114,068 $9.09M 0.84% new Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 112,296 shares; 2024Q3: 119,585 shares; 2024Q4: 125,304 shares; 2025Q1: 121,278 shares; 2025Q2: 129,200 shares; 2025Q3: 136,118 shares; 2025Q4: 149,237 shares 149,237 $8.53M 0.79% +13,119 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,339 shares; 2024Q3: 21,382 shares; 2024Q4: 21,759 shares; 2025Q1: 22,329 shares; 2025Q2: 23,586 shares; 2025Q3: 24,836 shares; 2025Q4: 24,797 shares 24,797 $8.31M 0.77% -39 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 254 shares; 2024Q3: 254 shares; 2024Q4: 143 shares; 2025Q1: 243 shares; 2025Q2: 139 shares; 2025Q3: 157 shares; 2025Q4: 27,464 shares 27,464 $7.91M 0.73% +27,307 Timeline VPU 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: 195 shares; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 42,248 shares 42,248 $7.82M 0.73% +42,053 Timeline VDC 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: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 36,895 shares 36,895 $7.79M 0.72% +36,887 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 52,536 shares; 2025Q3: 60,125 shares; 2025Q4: 69,304 shares 69,304 $7.1M 0.66% +9,179 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: 9,228 shares; 2024Q3: 10,807 shares; 2024Q4: 10,846 shares; 2025Q1: 12,245 shares; 2025Q2: 12,779 shares; 2025Q3: 12,425 shares; 2025Q4: 12,983 shares 12,983 $6.53M 0.61% +558 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,599 shares; 2024Q3: 25,276 shares; 2024Q4: 25,696 shares; 2025Q1: 23,361 shares; 2025Q2: 26,562 shares; 2025Q3: 26,877 shares; 2025Q4: 22,834 shares 22,834 $6.32M 0.59% -4,043 Timeline VGSH 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: 59,423 shares; 2024Q3: 68,340 shares; 2024Q4: 74,130 shares; 2025Q1: 77,991 shares; 2025Q2: 69,997 shares; 2025Q3: 78,410 shares; 2025Q4: 95,569 shares 95,569 $5.61M 0.52% +17,159 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: 12,029 shares; 2024Q3: 13,575 shares; 2024Q4: 14,283 shares; 2025Q1: 15,891 shares; 2025Q2: 16,080 shares; 2025Q3: 15,462 shares; 2025Q4: 17,857 shares 17,857 $5.6M 0.52% +2,395 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: 6,501 shares; 2024Q3: 6,429 shares; 2024Q4: 2,726 shares; 2025Q1: 2,698 shares; 2025Q2: 6,228 shares; 2025Q3: 6,437 shares; 2025Q4: 6,421 shares 6,421 $5.54M 0.51% -16 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 135,413 shares; 2024Q3: 152,724 shares; 2024Q4: 172,639 shares; 2025Q1: 178,989 shares; 2025Q2: 174,727 shares; 2025Q3: 183,656 shares; 2025Q4: 70,111 shares 70,111 $5.1M 0.47% -113,545 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: 18,391 shares; 2024Q3: 17,008 shares; 2024Q4: 18,498 shares; 2025Q1: 16,176 shares; 2025Q2: 19,897 shares; 2025Q3: 19,929 shares; 2025Q4: 21,439 shares 21,439 $4.95M 0.46% +1,510 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 102,099 shares; 2024Q3: 102,322 shares; 2024Q4: 101,933 shares; 2025Q1: 266,398 shares; 2025Q2: 255,962 shares; 2025Q3: 256,937 shares; 2025Q4: 241,158 shares 241,158 $3.84M 0.36% -15,779 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: 17,151 shares; 2024Q3: 20,365 shares; 2024Q4: 20,177 shares; 2025Q1: 23,058 shares; 2025Q2: 22,540 shares; 2025Q3: 24,666 shares; 2025Q4: 19,063 shares 19,063 $3.56M 0.33% -5,603 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: 5,806 shares; 2024Q3: 6,048 shares; 2024Q4: 5,911 shares; 2025Q1: 5,893 shares; 2025Q2: 5,087 shares; 2025Q3: 5,120 shares; 2025Q4: 5,157 shares 5,157 $3.53M 0.33% +37 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: 10,447 shares; 2024Q3: 9,867 shares; 2024Q4: 10,070 shares; 2025Q1: 9,649 shares; 2025Q2: 9,713 shares; 2025Q3: 10,172 shares; 2025Q4: 10,147 shares 10,147 $3.18M 0.3% -25 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,186 shares; 2024Q3: 28,064 shares; 2024Q4: 25,346 shares; 2025Q1: 29,223 shares; 2025Q2: 24,046 shares; 2025Q3: 25,082 shares; 2025Q4: 28,010 shares 28,010 $3.07M 0.28% +2,928 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: 12,622 shares; 2024Q3: 12,706 shares; 2024Q4: 12,597 shares; 2025Q1: 12,476 shares; 2025Q2: 13,102 shares; 2025Q3: 13,586 shares; 2025Q4: 13,727 shares 13,727 $3.02M 0.28% +141 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: 5,703 shares; 2024Q3: 5,738 shares; 2024Q4: 5,313 shares; 2025Q1: 4,571 shares; 2025Q2: 4,452 shares; 2025Q3: 4,396 shares; 2025Q4: 4,250 shares 4,250 $2.9M 0.27% -146 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 42,140 shares; 2024Q3: 50,815 shares; 2024Q4: 56,224 shares; 2025Q1: 61,052 shares; 2025Q2: 40,573 shares; 2025Q3: 44,594 shares; 2025Q4: 52,823 shares 52,823 $2.64M 0.25% +8,229 Timeline CMF 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: 25,629 shares; 2024Q3: 29,140 shares; 2024Q4: 32,056 shares; 2025Q1: 30,486 shares; 2025Q2: 31,810 shares; 2025Q3: 34,975 shares; 2025Q4: 43,767 shares 43,767 $2.51M 0.23% +8,792 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,108 shares; 2024Q3: 25,741 shares; 2024Q4: 22,539 shares; 2025Q1: 21,386 shares; 2025Q2: 19,891 shares; 2025Q3: 19,362 shares; 2025Q4: 17,559 shares 17,559 $2.33M 0.22% -1,803 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,048 shares; 2024Q3: 2,293 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,491 shares; 2025Q3: 17,402 shares; 2025Q4: 47,895 shares 47,895 $2.31M 0.21% +30,493 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: 6,427 shares; 2024Q3: 6,247 shares; 2024Q4: 6,292 shares; 2025Q1: 6,517 shares; 2025Q2: 6,592 shares; 2025Q3: 6,721 shares; 2025Q4: 7,068 shares 7,068 $2.28M 0.21% +347 Timeline DUSB 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,429 shares 39,429 $2M 0.19% new 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: 3,209 shares; 2024Q3: 3,401 shares; 2024Q4: 4,207 shares; 2025Q1: 4,124 shares; 2025Q2: 3,150 shares; 2025Q3: 4,394 shares; 2025Q4: 4,284 shares 4,284 $1.93M 0.18% -110 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: 26,042 shares; 2024Q3: 30,055 shares; 2024Q4: 37,914 shares; 2025Q1: 35,525 shares; 2025Q2: 32,947 shares; 2025Q3: 36,233 shares; 2025Q4: 35,251 shares 35,251 $1.77M 0.16% -982 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: 2,151 shares; 2024Q3: 1,914 shares; 2024Q4: 2,012 shares; 2025Q1: 1,750 shares; 2025Q2: 1,842 shares; 2025Q3: 2,168 shares; 2025Q4: 2,264 shares 2,264 $1.49M 0.14% +96 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,926 shares; 2024Q3: 2,490 shares; 2024Q4: 14,519 shares; 2025Q1: 15,573 shares; 2025Q2: 15,585 shares; 2025Q3: 16,104 shares; 2025Q4: 13,529 shares 13,529 $1.49M 0.14% -2,575 Timeline FTWO 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,518 shares 31,518 $1.28M 0.12% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,351 shares; 2024Q3: 16,673 shares; 2024Q4: 16,953 shares; 2025Q1: 14,105 shares; 2025Q2: 13,776 shares; 2025Q3: 13,776 shares; 2025Q4: 14,067 shares 14,067 $1.19M 0.11% +291 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: 2,572 shares; 2024Q3: 2,687 shares; 2024Q4: 2,981 shares; 2025Q1: 3,021 shares; 2025Q2: 2,853 shares; 2025Q3: 3,247 shares; 2025Q4: 3,254 shares 3,254 $1.12M 0.1% +7 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: 21,780 shares; 2024Q3: 22,798 shares; 2024Q4: 21,935 shares; 2025Q1: 22,062 shares; 2025Q2: 28,455 shares; 2025Q3: 21,289 shares; 2025Q4: 21,076 shares 21,076 $1.05M 0.1% -213 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,802 shares; 2024Q3: 2,802 shares; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,802 shares; 2025Q4: 2,802 shares 2,802 $1.04M 0.1% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,101 shares; 2024Q3: 4,708 shares; 2024Q4: 4,687 shares; 2025Q1: 4,587 shares; 2025Q2: 4,423 shares; 2025Q3: 4,171 shares; 2025Q4: 4,516 shares 4,516 $980K 0.09% +345 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: 10,368 shares; 2024Q3: 11,063 shares; 2024Q4: 10,040 shares; 2025Q1: 10,031 shares; 2025Q2: 9,889 shares; 2025Q3: 9,957 shares; 2025Q4: 9,978 shares 9,978 $958K 0.09% +21 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: 1,634 shares; 2024Q3: 2,191 shares; 2024Q4: 2,013 shares; 2025Q1: 1,992 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 1,976 shares 1,976 $935K 0.09% -13 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: 692 shares; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 722 shares; 2025Q4: 1,448 shares 1,448 $908K 0.08% +726 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: 45 shares; 2024Q3: 402 shares; 2024Q4: 1,712 shares; 2025Q1: 1,738 shares; 2025Q2: 1,740 shares; 2025Q3: 1,947 shares; 2025Q4: 2,564 shares 2,564 $887K 0.08% +617 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: 42,704 shares; 2024Q3: 40,394 shares; 2024Q4: 20,272 shares; 2025Q1: 20,995 shares; 2025Q2: 16,263 shares; 2025Q3: 15,164 shares; 2025Q4: 15,890 shares 15,890 $874K 0.08% +726 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: 6,819 shares; 2024Q3: 6,847 shares; 2024Q4: 6,662 shares; 2025Q1: 5,025 shares; 2025Q2: 5,005 shares; 2025Q3: 5,649 shares; 2025Q4: 6,081 shares 6,081 $871K 0.08% +432 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: 11,389 shares; 2024Q3: 10,880 shares; 2024Q4: 9,941 shares; 2025Q1: 10,456 shares; 2025Q2: 10,611 shares; 2025Q3: 10,614 shares; 2025Q4: 10,890 shares 10,890 $839K 0.08% +276 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,923 shares; 2024Q3: 7,866 shares; 2024Q4: 3,466 shares; 2025Q1: 3,466 shares; 2025Q2: 3,466 shares; 2025Q3: 9,726 shares; 2025Q4: 9,726 shares 9,726 $734K 0.07% 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: 5,216 shares; 2024Q3: 5,603 shares; 2024Q4: 5,885 shares; 2025Q1: 6,317 shares; 2025Q2: 5,886 shares; 2025Q3: 5,860 shares; 2025Q4: 5,962 shares 5,962 $717K 0.07% +102 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,061 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 5,427 shares; 2025Q2: 21,084 shares; 2025Q3: 21,969 shares; 2025Q4: 21,384 shares 21,384 $686K 0.06% -585 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: 3,793 shares; 2024Q3: 3,542 shares; 2024Q4: 3,668 shares; 2025Q1: 1,884 shares; 2025Q2: 1,974 shares; 2025Q3: 1,872 shares; 2025Q4: 1,938 shares 1,938 $680K 0.06% +66 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: 7,004 shares; 2024Q3: 6,508 shares; 2024Q4: 6,542 shares; 2025Q1: 5,787 shares; 2025Q2: 5,806 shares; 2025Q3: 5,941 shares; 2025Q4: 5,641 shares 5,641 $678K 0.06% -300 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: 465 shares; 2024Q3: 481 shares; 2024Q4: 621 shares; 2025Q1: 722 shares; 2025Q2: 649 shares; 2025Q3: 729 shares; 2025Q4: 619 shares 619 $666K 0.06% -110 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,905 shares; 2024Q3: 5,067 shares; 2024Q4: 5,042 shares; 2025Q1: 5,143 shares; 2025Q2: 5,619 shares; 2025Q3: 6,040 shares; 2025Q4: 6,192 shares 6,192 $652K 0.06% +152 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 16,609 shares; 2025Q4: 27,840 shares 27,840 $651K 0.06% +11,231 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,953 shares; 2024Q3: 1,998 shares; 2024Q4: 2,030 shares; 2025Q1: 2,226 shares; 2025Q2: 2,306 shares; 2025Q3: 2,226 shares; 2025Q4: 2,194 shares 2,194 $650K 0.06% -32 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: 1,237 shares; 2024Q3: 1,234 shares; 2024Q4: 1,139 shares; 2025Q1: 1,120 shares; 2025Q2: 1,095 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $649K 0.06% 0 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: 7,662 shares; 2024Q3: 7,178 shares; 2024Q4: 7,137 shares; 2025Q1: 6,688 shares; 2025Q2: 6,653 shares; 2025Q3: 7,267 shares; 2025Q4: 7,645 shares 7,645 $644K 0.06% +378 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: 3,213 shares; 2024Q3: 2,848 shares; 2024Q4: 2,788 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 3,191 shares 3,191 $622K 0.06% +361 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: 1,077 shares; 2024Q3: 1,087 shares; 2024Q4: 734 shares; 2025Q1: 1,053 shares; 2025Q2: 1,900 shares; 2025Q3: 1,895 shares; 2025Q4: 1,896 shares 1,896 $621K 0.06% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,377 shares; 2024Q3: 1,537 shares; 2024Q4: 957 shares; 2025Q1: 1,335 shares; 2025Q2: 651 shares; 2025Q3: 1,455 shares; 2025Q4: 2,016 shares 2,016 $616K 0.06% +561 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,651 shares; 2024Q3: 4,665 shares; 2024Q4: 3,582 shares; 2025Q1: 5,298 shares; 2025Q2: 3,641 shares; 2025Q3: 3,613 shares; 2025Q4: 5,438 shares 5,438 $606K 0.06% +1,825 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 607 shares; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 2,904 shares; 2025Q2: 18,168 shares; 2025Q3: 17,482 shares; 2025Q4: 15,527 shares 15,527 $596K 0.06% -1,955 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,177 shares; 2024Q3: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,177 shares; 2025Q2: 2,177 shares; 2025Q3: 8,515 shares; 2025Q4: 12,201 shares 12,201 $550K 0.05% +3,686 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,962 shares; 2024Q3: 12,856 shares; 2024Q4: 12,849 shares; 2025Q1: 12,738 shares; 2025Q2: 12,553 shares; 2025Q3: 12,477 shares; 2025Q4: 12,477 shares 12,477 $544K 0.05% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,648 shares; 2024Q3: 1,648 shares; 2024Q4: 1,619 shares; 2025Q1: 1,863 shares; 2025Q2: 1,869 shares; 2025Q3: 1,870 shares; 2025Q4: 3,682 shares 3,682 $530K 0.05% +1,812 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: 7,397 shares; 2024Q3: 8,608 shares; 2024Q4: 8,396 shares; 2025Q1: 7,820 shares; 2025Q2: 7,715 shares; 2025Q3: 7,815 shares; 2025Q4: 7,970 shares 7,970 $526K 0.05% +155 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: 2,872 shares; 2024Q3: 4,877 shares; 2024Q4: 4,234 shares; 2025Q1: 4,250 shares; 2025Q2: 3,805 shares; 2025Q3: 6,212 shares; 2025Q4: 7,030 shares 7,030 $521K 0.05% +818 Timeline SBIL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,187 shares 5,187 $519K 0.05% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,008 shares; 2024Q3: 1,914 shares; 2024Q4: 2,088 shares; 2025Q1: 2,089 shares; 2025Q2: 2,087 shares; 2025Q3: 2,062 shares; 2025Q4: 2,063 shares 2,063 $508K 0.05% +1 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,878 shares; 2024Q3: 13,306 shares; 2024Q4: 12,472 shares; 2025Q1: 10,118 shares; 2025Q2: 9,552 shares; 2025Q3: 11,156 shares; 2025Q4: 10,657 shares 10,657 $499K 0.05% -499 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: 1,356 shares; 2024Q3: 1,434 shares; 2024Q4: 2,001 shares; 2025Q1: 2,706 shares; 2025Q2: 2,978 shares; 2025Q3: 3,197 shares; 2025Q4: 3,167 shares 3,167 $483K 0.04% -30 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: 2,844 shares; 2024Q3: 2,877 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,967 shares 1,967 $474K 0.04% +141 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 1,873 shares; 2025Q3: 2,205 shares; 2025Q4: 2,056 shares 2,056 $457K 0.04% -149 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,377 shares; 2024Q3: 4,289 shares; 2024Q4: 4,277 shares; 2025Q1: 2,777 shares; 2025Q2: 2,926 shares; 2025Q3: 3,030 shares; 2025Q4: 3,068 shares 3,068 $440K 0.04% +38 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: 2,593 shares; 2024Q3: 2,600 shares; 2024Q4: 2,513 shares; 2025Q1: 14,293 shares; 2025Q2: 7,369 shares; 2025Q3: 7,387 shares; 2025Q4: 5,719 shares 5,719 $424K 0.04% -1,668 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: 1,726 shares; 2024Q3: 2,037 shares; 2024Q4: 2,027 shares; 2025Q1: 1,794 shares; 2025Q2: 1,796 shares; 2025Q3: 1,797 shares; 2025Q4: 1,987 shares 1,987 $418K 0.04% +190 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 58 shares; 2024Q3: 68 shares; 2024Q4: 58 shares; 2025Q1: 5,519 shares; 2025Q2: 5,656 shares; 2025Q3: 6,422 shares; 2025Q4: 6,077 shares 6,077 $409K 0.04% -345 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,106 shares; 2024Q3: 6,166 shares; 2024Q4: 7,837 shares; 2025Q1: 8,677 shares; 2025Q2: 8,569 shares; 2025Q3: 6,059 shares; 2025Q4: 6,100 shares 6,100 $389K 0.04% +41 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,249 shares; 2024Q3: 6,018 shares; 2024Q4: 11,747 shares; 2025Q1: 11,918 shares; 2025Q2: 7,341 shares; 2025Q3: 7,332 shares; 2025Q4: 7,140 shares 7,140 $384K 0.04% -192 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: 1,112 shares; 2024Q3: 1,112 shares; 2024Q4: 932 shares; 2025Q1: 1,011 shares; 2025Q2: 804 shares; 2025Q3: 979 shares; 2025Q4: 1,236 shares 1,236 $381K 0.04% +257 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,517 shares; 2024Q3: 2,630 shares; 2024Q4: 2,499 shares; 2025Q1: 2,293 shares; 2025Q2: 2,293 shares; 2025Q3: 2,293 shares; 2025Q4: 2,361 shares 2,361 $376K 0.03% +68 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,436 shares; 2025Q4: 7,251 shares 7,251 $366K 0.03% +2,815 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,263 shares; 2024Q4: 3,374 shares; 2025Q1: 3,650 shares; 2025Q2: 2,922 shares; 2025Q3: 3,024 shares; 2025Q4: 3,591 shares 3,591 $365K 0.03% +567 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: 11,699 shares; 2024Q3: 9,746 shares; 2024Q4: 9,755 shares; 2025Q1: 14,837 shares; 2025Q2: 14,365 shares; 2025Q3: 15,556 shares; 2025Q4: 14,195 shares 14,195 $353K 0.03% -1,361 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: 448 shares; 2024Q3: 809 shares; 2024Q4: 1,823 shares; 2025Q1: 3,576 shares; 2025Q2: 3,623 shares; 2025Q3: 3,868 shares; 2025Q4: 3,449 shares 3,449 $344K 0.03% -419 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 405 shares; 2024Q3: 540 shares; 2024Q4: 871 shares; 2025Q1: 1,211 shares; 2025Q2: 1,340 shares; 2025Q3: 1,498 shares; 2025Q4: 2,436 shares 2,436 $344K 0.03% +938 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 676 shares; 2025Q4: 3,716 shares 3,716 $325K 0.03% +3,040 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,795 shares; 2024Q3: 1,760 shares; 2024Q4: 3,048 shares; 2025Q1: 3,147 shares; 2025Q2: 2,723 shares; 2025Q3: 2,906 shares; 2025Q4: 2,809 shares 2,809 $324K 0.03% -97 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 921 shares; 2025Q2: 1,120 shares; 2025Q3: 1,276 shares; 2025Q4: 1,198 shares 1,198 $313K 0.03% -78 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,605 shares; 2024Q3: 1,745 shares; 2024Q4: 2,186 shares; 2025Q1: 2,774 shares; 2025Q2: 5,190 shares; 2025Q3: 5,491 shares; 2025Q4: 5,413 shares 5,413 $312K 0.03% -78 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 956 shares; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 1,000 shares 1,000 $312K 0.03% +44 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: 1,208 shares; 2024Q3: 533 shares; 2024Q4: 707 shares; 2025Q1: 647 shares; 2025Q2: 3,383 shares; 2025Q3: 3,580 shares; 2025Q4: 3,769 shares 3,769 $299K 0.03% +189 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,502 shares 8,502 $294K 0.03% new Timeline IXG 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: 2,869 shares; 2024Q3: 2,769 shares; 2024Q4: 2,552 shares; 2025Q1: 2,588 shares; 2025Q2: 2,425 shares; 2025Q3: 2,512 shares; 2025Q4: 2,412 shares 2,412 $291K 0.03% -100 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: 668 shares; 2024Q3: 668 shares; 2024Q4: 571 shares; 2025Q1: 548 shares; 2025Q2: 523 shares; 2025Q3: 710 shares; 2025Q4: 710 shares 710 $281K 0.03% 0 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: 9,469 shares; 2024Q3: 9,469 shares; 2024Q4: 7,686 shares; 2025Q1: 9,469 shares; 2025Q2: 7,686 shares; 2025Q3: 3,971 shares; 2025Q4: 5,754 shares 5,754 $277K 0.03% +1,783 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,720 shares; 2024Q3: 1,731 shares; 2024Q4: 1,741 shares; 2025Q1: 3,392 shares; 2025Q2: 4,412 shares; 2025Q3: 2,669 shares; 2025Q4: 2,683 shares 2,683 $275K 0.03% +14 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: 646 shares; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 3,438 shares 3,438 $274K 0.03% +2,792 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: 1,801 shares; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares 1,780 $273K 0.03% 0 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: 5,744 shares; 2024Q3: 5,745 shares; 2024Q4: 21,391 shares; 2025Q1: 5,442 shares; 2025Q2: 4,644 shares; 2025Q3: 4,690 shares; 2025Q4: 4,370 shares 4,370 $273K 0.03% -320 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: 4,310 shares; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,700 shares; 2025Q3: 1,750 shares; 2025Q4: 1,657 shares 1,657 $267K 0.02% -93 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,202 shares 3,202 $266K 0.02% new 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: 898 shares; 2024Q3: 878 shares; 2024Q4: 818 shares; 2025Q1: 729 shares; 2025Q2: 1,163 shares; 2025Q3: 1,325 shares; 2025Q4: 1,300 shares 1,300 $264K 0.02% -25 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,334 shares; 2024Q4: 2,346 shares; 2025Q1: 2,355 shares; 2025Q2: 2,409 shares; 2025Q3: 7,436 shares; 2025Q4: 7,661 shares 7,661 $262K 0.02% +225 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: 979 shares; 2024Q3: 826 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 763 shares; 2025Q4: 1,138 shares 1,138 $260K 0.02% +375 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: 217 shares; 2024Q3: 247 shares; 2024Q4: 243 shares; 2025Q1: 306 shares; 2025Q2: 295 shares; 2025Q3: 265 shares; 2025Q4: 2,760 shares 2,760 $259K 0.02% +2,495 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 658 shares; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 761 shares; 2025Q4: 1,219 shares 1,219 $258K 0.02% +458 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,146 shares; 2024Q3: 1,382 shares; 2024Q4: 1,324 shares; 2025Q1: 2,492 shares; 2025Q2: 3,026 shares; 2025Q3: 3,385 shares; 2025Q4: 3,212 shares 3,212 $257K 0.02% -173 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: 1,264 shares; 2024Q3: 1,176 shares; 2024Q4: 998 shares; 2025Q1: 1,002 shares; 2025Q2: 1,007 shares; 2025Q3: 1,013 shares; 2025Q4: 952 shares 952 $255K 0.02% -61 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,490 shares; 2024Q3: 2,836 shares; 2024Q4: 2,298 shares; 2025Q1: 3,567 shares; 2025Q2: 3,547 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares 3,234 $255K 0.02% 0 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: 2,942 shares; 2024Q3: 2,894 shares; 2024Q4: 3,051 shares; 2025Q1: 2,391 shares; 2025Q2: 2,612 shares; 2025Q3: 2,427 shares; 2025Q4: 2,721 shares 2,721 $255K 0.02% +294 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 2,095 shares 2,095 $253K 0.02% +330 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: 616 shares; 2024Q3: 1,136 shares; 2024Q4: 1,192 shares; 2025Q1: 1,113 shares; 2025Q2: 1,060 shares; 2025Q3: 1,062 shares; 2025Q4: 1,026 shares 1,026 $253K 0.02% -36 Timeline DXIV 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: not reported; 2024Q3: 3,853 shares; 2024Q4: 3,853 shares; 2025Q1: 3,853 shares; 2025Q2: 3,853 shares; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares 3,853 $251K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 624 shares; 2024Q3: 625 shares; 2024Q4: 626 shares; 2025Q1: 627 shares; 2025Q2: 628 shares; 2025Q3: 630 shares; 2025Q4: 654 shares 654 $251K 0.02% +24 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: 794 shares; 2024Q3: 418 shares; 2024Q4: 368 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 409 shares; 2025Q4: 439 shares 439 $251K 0.02% +30 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: 150 shares; 2024Q3: 2,481 shares; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 2,483 shares; 2025Q4: 2,502 shares 2,502 $250K 0.02% +19 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 928 shares; 2024Q3: 932 shares; 2024Q4: 962 shares; 2025Q1: 650 shares; 2025Q2: 798 shares; 2025Q3: 427 shares; 2025Q4: 427 shares 427 $245K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 56 shares; 2024Q3: 61 shares; 2024Q4: 159 shares; 2025Q1: 66 shares; 2025Q2: 289 shares; 2025Q3: 266 shares; 2025Q4: 273 shares 273 $240K 0.02% +7 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,915 shares; 2025Q4: 4,997 shares 4,997 $228K 0.02% +82 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: 1,096 shares; 2024Q3: 1,122 shares; 2024Q4: 1,096 shares; 2025Q1: 967 shares; 2025Q2: 1,122 shares; 2025Q3: 1,096 shares; 2025Q4: 1,815 shares 1,815 $227K 0.02% +719 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: not reported; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 212 shares 212 $227K 0.02% +10 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,389 shares; 2025Q2: 5,087 shares; 2025Q3: 5,087 shares; 2025Q4: 5,087 shares 5,087 $226K 0.02% 0 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: 4,247 shares; 2024Q3: 5,942 shares; 2024Q4: 13,109 shares; 2025Q1: 13,225 shares; 2025Q2: 13,354 shares; 2025Q3: 12,918 shares; 2025Q4: 8,234 shares 8,234 $226K 0.02% -4,684 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 180 shares; 2025Q2: 381 shares; 2025Q3: 441 shares; 2025Q4: 637 shares 637 $225K 0.02% +196 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: 257 shares; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 3,215 shares 3,215 $223K 0.02% +2,958 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: 273 shares; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 236 shares; 2025Q3: 466 shares; 2025Q4: 698 shares 698 $222K 0.02% +232 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: 587 shares; 2024Q3: 635 shares; 2024Q4: 341 shares; 2025Q1: 330 shares; 2025Q2: 317 shares; 2025Q3: 646 shares; 2025Q4: 668 shares 668 $220K 0.02% +22 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: 203 shares; 2024Q3: 253 shares; 2024Q4: 263 shares; 2025Q1: 277 shares; 2025Q2: 889 shares; 2025Q3: 872 shares; 2025Q4: 907 shares 907 $220K 0.02% +35 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: 659 shares; 2024Q3: 659 shares; 2024Q4: 662 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares 637 $220K 0.02% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,016 shares; 2025Q1: 10,673 shares; 2025Q2: 10,319 shares; 2025Q3: 12,856 shares; 2025Q4: 11,456 shares 11,456 $219K 0.02% -1,400 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: 604 shares; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 604 shares; 2025Q4: 621 shares 621 $218K 0.02% +17 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 599 shares; 2024Q3: 814 shares; 2024Q4: 666 shares; 2025Q1: 702 shares; 2025Q2: 648 shares; 2025Q3: 1,793 shares; 2025Q4: 2,228 shares 2,228 $218K 0.02% +435 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,350 shares; 2024Q3: 1,400 shares; 2024Q4: 1,306 shares; 2025Q1: 1,286 shares; 2025Q2: 1,178 shares; 2025Q3: 1,286 shares; 2025Q4: 1,272 shares 1,272 $218K 0.02% -14 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,314 shares 3,314 $217K 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,585 shares; 2025Q2: 1,660 shares; 2025Q3: 1,663 shares; 2025Q4: 1,285 shares 1,285 $216K 0.02% -378 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares 1,434 $213K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,606 shares; 2024Q3: 6,860 shares; 2024Q4: 7,091 shares; 2025Q1: 1,736 shares; 2025Q2: 1,873 shares; 2025Q3: 1,873 shares; 2025Q4: 1,793 shares 1,793 $208K 0.02% -80 Timeline QQEW 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,452 shares 1,452 $206K 0.02% new Timeline IBHI 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,599 shares 8,599 $203K 0.02% 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: 421 shares; 2024Q3: 268 shares; 2024Q4: 289 shares; 2025Q1: 307 shares; 2025Q2: 291 shares; 2025Q3: 313 shares; 2025Q4: 653 shares 653 $198K 0.02% +340 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 341 shares; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 2,534 shares; 2025Q4: 2,327 shares 2,327 $198K 0.02% -207 Timeline XJH 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: 1,083 shares; 2024Q3: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 3,106 shares; 2025Q4: 4,414 shares 4,414 $197K 0.02% +1,308 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: 54 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 54 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 686 shares 686 $196K 0.02% +636 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 838 shares; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares 709 $195K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 280 shares; 2024Q3: 129 shares; 2024Q4: 330 shares; 2025Q1: 883 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 1,535 shares 1,535 $193K 0.02% +647 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 101 shares; 2024Q3: 101 shares; 2024Q4: 464 shares; 2025Q1: 10,952 shares; 2025Q2: 13,954 shares; 2025Q3: 30,356 shares; 2025Q4: 15,754 shares 15,754 $192K 0.02% -14,602 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: 178 shares; 2024Q3: 861 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 866 shares 866 $190K 0.02% +5 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,402 shares; 2024Q3: 4,231 shares; 2024Q4: 6,618 shares; 2025Q1: 6,560 shares; 2025Q2: 6,597 shares; 2025Q3: 7,133 shares; 2025Q4: 6,816 shares 6,816 $187K 0.02% -317 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 110 shares; 2025Q4: 943 shares 943 $181K 0.02% +833 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: 338 shares; 2024Q3: 341 shares; 2024Q4: 1,255 shares; 2025Q1: 1,535 shares; 2025Q2: 1,502 shares; 2025Q3: 1,499 shares; 2025Q4: 1,535 shares 1,535 $180K 0.02% +36 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: 1,194 shares; 2024Q3: 1,194 shares; 2024Q4: 1,898 shares; 2025Q1: 1,901 shares; 2025Q2: 1,905 shares; 2025Q3: 1,909 shares; 2025Q4: 1,913 shares 1,913 $178K 0.02% +4 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,784 shares; 2024Q3: 1,784 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,808 shares; 2025Q4: 1,936 shares 1,936 $175K 0.02% +128 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: 188 shares; 2024Q3: 188 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 1,959 shares 1,959 $175K 0.02% +1,765 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,200 shares; 2024Q4: 9,860 shares; 2025Q1: 9,860 shares; 2025Q2: 9,860 shares; 2025Q3: 10,056 shares; 2025Q4: 2,753 shares 2,753 $174K 0.02% -7,303 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: 237 shares; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 297 shares 297 $172K 0.02% +100 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,678 shares; 2024Q3: 3,678 shares; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,542 shares; 2025Q4: 3,420 shares 3,420 $171K 0.02% -122 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: 3,775 shares; 2024Q3: 3,660 shares; 2024Q4: 3,670 shares; 2025Q1: 8,195 shares; 2025Q2: 4,838 shares; 2025Q3: 2,899 shares; 2025Q4: 2,428 shares 2,428 $169K 0.02% -471 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,836 shares; 2025Q2: 1,630 shares; 2025Q3: 1,730 shares; 2025Q4: 1,630 shares 1,630 $169K 0.02% -100 Timeline IBDU 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,621 shares; 2025Q3: 2,652 shares; 2025Q4: 7,045 shares 7,045 $165K 0.02% +4,393 Timeline IBDT 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,401 shares; 2025Q3: 2,428 shares; 2025Q4: 6,468 shares 6,468 $165K 0.02% +4,040 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 165 shares; 2025Q1: 185 shares; 2025Q2: 148 shares; 2025Q3: 191 shares; 2025Q4: 251 shares 251 $164K 0.02% +60 Timeline HAWX 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,151 shares 4,151 $164K 0.02% new 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: 4,034 shares; 2024Q3: 4,034 shares; 2024Q4: 4,034 shares; 2025Q1: 4,034 shares; 2025Q2: 4,034 shares; 2025Q3: 4,034 shares; 2025Q4: 4,034 shares 4,034 $160K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 150 shares; 2025Q2: 198 shares; 2025Q3: 255 shares; 2025Q4: 744 shares 744 $159K 0.01% +489 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,880 shares 4,880 $159K 0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 555 shares; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 521 shares 521 $158K 0.01% -34 Timeline IVLU 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: 611 shares; 2024Q3: 611 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 4,139 shares 4,139 $157K 0.01% +3,502 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,483 shares; 2024Q3: 2,506 shares; 2024Q4: 2,469 shares; 2025Q1: 2,183 shares; 2025Q2: 2,829 shares; 2025Q3: 2,857 shares; 2025Q4: 2,858 shares 2,858 $157K 0.01% +1 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,715 shares; 2024Q3: 1,725 shares; 2024Q4: 1,732 shares; 2025Q1: 1,747 shares; 2025Q2: 1,752 shares; 2025Q3: 1,761 shares; 2025Q4: 2,591 shares 2,591 $156K 0.01% +830 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,725 shares; 2024Q3: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,712 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 680 shares 680 $156K 0.01% -115 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 697 shares 697 $156K 0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,107 shares; 2024Q3: 6,294 shares; 2024Q4: 5,698 shares; 2025Q1: 5,854 shares; 2025Q2: 4,427 shares; 2025Q3: 4,303 shares; 2025Q4: 6,186 shares 6,186 $154K 0.01% +1,883 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 347 shares; 2024Q3: 404 shares; 2024Q4: 406 shares; 2025Q1: 407 shares; 2025Q2: 508 shares; 2025Q3: 409 shares; 2025Q4: 410 shares 410 $153K 0.01% +1 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: 2,613 shares; 2024Q3: 2,892 shares; 2024Q4: 634 shares; 2025Q1: 651 shares; 2025Q2: 557 shares; 2025Q3: 540 shares; 2025Q4: 727 shares 727 $150K 0.01% +187 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 581 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares 580 $148K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,063 shares; 2024Q3: 3,080 shares; 2024Q4: 3,148 shares; 2025Q1: 3,148 shares; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 3,271 shares 3,271 $148K 0.01% +111 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,705 shares; 2024Q3: 1,705 shares; 2024Q4: 855 shares; 2025Q1: 1,105 shares; 2025Q2: 855 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105 $147K 0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 815 shares; 2025Q4: 856 shares 856 $147K 0.01% +41 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: 1,164 shares; 2024Q3: 1,166 shares; 2024Q4: 1,194 shares; 2025Q1: 983 shares; 2025Q2: 984 shares; 2025Q3: 1,084 shares; 2025Q4: 1,134 shares 1,134 $146K 0.01% +50 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,523 shares; 2024Q3: 1,530 shares; 2024Q4: 4,600 shares; 2025Q1: 4,611 shares; 2025Q2: 4,622 shares; 2025Q3: 4,890 shares; 2025Q4: 5,196 shares 5,196 $141K 0.01% +306 Timeline EASG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,310 shares; 2024Q3: 4,222 shares; 2024Q4: 4,388 shares; 2025Q1: 4,203 shares; 2025Q2: 3,951 shares; 2025Q3: 3,955 shares; 2025Q4: 4,014 shares 4,014 $141K 0.01% +59 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 1,152 shares 1,152 $139K 0.01% +570 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,677 shares; 2025Q4: 1,612 shares 1,612 $137K 0.01% -65 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,287 shares 11,287 $134K 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 369 shares; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 388 shares 388 $132K 0.01% +19 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,258 shares; 2024Q3: 3,161 shares; 2024Q4: 3,214 shares; 2025Q1: 3,294 shares; 2025Q2: 3,139 shares; 2025Q3: 3,065 shares; 2025Q4: 2,898 shares 2,898 $129K 0.01% -167 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,495 shares; 2024Q3: 1,497 shares; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 2,331 shares; 2025Q3: 2,243 shares; 2025Q4: 2,393 shares 2,393 $129K 0.01% +150 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 251 shares; 2024Q3: 251 shares; 2024Q4: 682 shares; 2025Q1: 684 shares; 2025Q2: 792 shares; 2025Q3: 689 shares; 2025Q4: 788 shares 788 $128K 0.01% +99 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: 261 shares; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares 261 $128K 0.01% 0 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,466 shares; 2025Q1: 5,274 shares; 2025Q2: 5,160 shares; 2025Q3: 5,517 shares; 2025Q4: 4,797 shares 4,797 $128K 0.01% -720 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares; 2025Q3: 940 shares; 2025Q4: 940 shares 940 $127K 0.01% 0 Timeline VUSB 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: 2,892 shares; 2024Q3: 2,774 shares; 2024Q4: 2,774 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares 2,542 $127K 0.01% 0 Timeline DISV 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: 3,770 shares; 2024Q3: 3,770 shares; 2024Q4: 3,770 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 3,819 shares; 2025Q4: 3,326 shares 3,326 $126K 0.01% -493 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 1,317 shares 1,317 $124K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 220 shares; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 220 shares; 2025Q2: 238 shares; 2025Q3: 252 shares; 2025Q4: 265 shares 265 $124K 0.01% +13 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: 1,841 shares; 2024Q3: 1,850 shares; 2024Q4: 1,715 shares; 2025Q1: 1,432 shares; 2025Q2: 1,138 shares; 2025Q3: 1,210 shares; 2025Q4: 1,240 shares 1,240 $123K 0.01% +30 Timeline SCHK 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: 1,869 shares; 2024Q3: 1,869 shares; 2024Q4: 3,738 shares; 2025Q1: 3,738 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,738 shares 3,738 $123K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 750 shares 750 $122K 0.01% +696 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: 445 shares; 2024Q3: 389 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 472 shares 472 $121K 0.01% +27 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: 358 shares; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 390 shares; 2025Q4: 645 shares 645 $118K 0.01% +255 Timeline XNTK 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: 425 shares; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $118K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,410 shares; 2024Q3: 1,410 shares; 2024Q4: 4,230 shares; 2025Q1: 4,482 shares; 2025Q2: 4,482 shares; 2025Q3: 4,482 shares; 2025Q4: 4,482 shares 4,482 $118K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,270 shares; 2024Q3: 3,270 shares; 2024Q4: 1,020 shares; 2025Q1: 3,239 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 3,239 shares 3,239 $117K 0.01% +2,250 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: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 533 shares 533 $111K 0.01% +20 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares 2,600 $110K 0.01% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,820 shares 3,820 $110K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 182 shares; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 1,144 shares 1,144 $110K 0.01% +962 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,712 shares; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares 1,574 $109K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 957 shares; 2024Q3: 1,019 shares; 2024Q4: 946 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares 702 $108K 0.01% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 374 shares; 2024Q3: 72 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 342 shares; 2025Q4: 342 shares 342 $107K 0.01% 0 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: 16 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 29 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 88 shares 88 $107K 0.01% +72 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: 275 shares; 2024Q3: 275 shares; 2024Q4: 125 shares; 2025Q1: 275 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 275 shares 275 $107K 0.01% +150 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,142 shares; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares 1,142 $104K 0.01% 0 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: 1,499 shares; 2024Q3: 742 shares; 2024Q4: 742 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 2,320 shares 2,320 $104K 0.01% +1,512 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares 177 $103K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares 401 $103K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 187 shares; 2025Q1: 286 shares; 2025Q2: 291 shares; 2025Q3: 296 shares; 2025Q4: 290 shares 290 $101K 0.01% -6 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 946 shares 946 $101K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 842 shares; 2024Q3: 1,208 shares; 2024Q4: 2,426 shares; 2025Q1: 2,430 shares; 2025Q2: 1,616 shares; 2025Q3: 1,618 shares; 2025Q4: 3,501 shares 3,501 $99.7K 0.01% +1,883 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: 2,007 shares; 2024Q3: 2,015 shares; 2024Q4: 2,022 shares; 2025Q1: 2,030 shares; 2025Q2: 1,113 shares; 2025Q3: 1,122 shares; 2025Q4: 1,129 shares 1,129 $99.7K 0.01% +7 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,160 shares; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 1,965 shares 1,965 $98.8K 0.01% -195 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: 4,215 shares; 2024Q3: 4,215 shares; 2024Q4: 4,215 shares; 2025Q1: 4,215 shares; 2025Q2: 4,215 shares; 2025Q3: 4,215 shares; 2025Q4: 4,215 shares 4,215 $96.5K 0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 2,430 shares; 2025Q4: 2,430 shares 2,430 $96K 0.01% 0 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,561 shares; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,561 shares 2,561 $95.4K 0.01% 0 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares 4,100 $94.6K 0.01% 0 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: 994 shares; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,079 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $93.3K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,183 shares; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares 1,352 $92.4K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,198 shares; 2024Q3: 2,487 shares; 2024Q4: 2,520 shares; 2025Q1: 2,548 shares; 2025Q2: 2,573 shares; 2025Q3: 2,610 shares; 2025Q4: 2,640 shares 2,640 $91.7K 0.01% +30 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 894 shares; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 735 shares; 2025Q4: 1,142 shares 1,142 $91.7K 0.01% +407 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: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $91.2K 0.01% 0 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: 70 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 26 shares; 2025Q4: 513 shares 513 $91.1K 0.01% +487 Timeline ITDD 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 19 shares; 2025Q3: 32 shares; 2025Q4: 2,577 shares 2,577 $90.7K 0.01% +2,545 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,691 shares; 2025Q4: 6,167 shares 6,167 $90.3K 0.01% +1,476 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,326 shares; 2024Q3: 1,277 shares; 2024Q4: 1,158 shares; 2025Q1: 1,198 shares; 2025Q2: 989 shares; 2025Q3: 977 shares; 2025Q4: 701 shares 701 $90.3K 0.01% -276 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,325 shares; 2024Q3: 1,220 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 922 shares; 2025Q4: 1,057 shares 1,057 $90.1K 0.01% +135 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: 396 shares; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 350 shares 350 $89.9K 0.01% -46 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,953 shares; 2024Q4: 7,953 shares; 2025Q1: 7,953 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,400 shares 10,400 $89.4K 0.01% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $88.8K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 876 shares; 2024Q3: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 844 shares 844 $88.6K 0.01% -32 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 464 shares; 2024Q3: 464 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 420 shares 420 $87.8K 0.01% +190 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: 2,034 shares; 2024Q3: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 1,773 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares; 2025Q4: 1,605 shares 1,605 $87.6K 0.01% -168 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,820 shares; 2024Q3: 2,820 shares; 2024Q4: 2,834 shares; 2025Q1: 2,834 shares; 2025Q2: 2,834 shares; 2025Q3: 2,834 shares; 2025Q4: 2,870 shares 2,870 $86.8K 0.01% +36 Timeline AOM 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: 4,328 shares; 2024Q3: 4,406 shares; 2024Q4: 1,759 shares; 2025Q1: 1,753 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,800 shares 1,800 $85.9K 0.01% +15 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $85.2K 0.01% new Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,538 shares; 2025Q4: 2,538 shares 2,538 $82.9K 0.01% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,320 shares 4,320 $82.6K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 816 shares; 2024Q3: 816 shares; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,448 shares; 2025Q3: 2,467 shares; 2025Q4: 3,021 shares 3,021 $81.3K 0.01% +554 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: 142 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 142 shares; 2025Q4: 142 shares 142 $80.4K 0.01% 0 Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,101 shares 1,101 $79.6K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $79.1K 0.01% 0 Timeline REM 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,540 shares 3,540 $78.5K 0.01% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,027 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 2,027 shares 2,027 $78.4K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,117 shares; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 2,477 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 982 shares 982 $78K 0.01% +180 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 822 shares 822 $77.2K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 491 shares; 2024Q3: 514 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 482 shares 482 $77.2K 0.01% -9 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,973 shares; 2025Q3: 1,973 shares; 2025Q4: 1,567 shares 1,567 $77.2K 0.01% -406 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 738 shares; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares 738 $76.8K 0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317 shares; 2025Q4: 297 shares 297 $76.7K 0.01% -20 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,096 shares; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares 1,626 $76.5K 0.01% 0 Timeline IBDR 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,913 shares; 2025Q3: 2,944 shares; 2025Q4: 3,151 shares 3,151 $76.4K 0.01% +207 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 148 shares; 2024Q3: 109 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares 364 $75.1K 0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,986 shares; 2024Q3: 1,986 shares; 2024Q4: 2,106 shares; 2025Q1: 2,106 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,293 shares 2,293 $74.9K 0.01% +135 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,095 shares; 2024Q3: 3,026 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 2,629 shares 2,629 $74.2K 0.01% -376 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 649 shares; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares 1,377 $73.5K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 684 shares; 2024Q3: 830 shares; 2024Q4: 831 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 833 shares; 2025Q4: 833 shares 833 $73K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 474 shares; 2024Q3: 563 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 514 shares 514 $72.5K 0.01% +1 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares 252 $72.4K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 585 shares; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares 585 $71.9K 0.01% 0 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 5,783 shares; 2025Q4: 5,481 shares 5,481 $70.9K 0.01% -302 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 393 shares; 2024Q3: 395 shares; 2024Q4: 336 shares; 2025Q1: 464 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares 458 $70.9K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,291 shares; 2024Q3: 644 shares; 2024Q4: 4,013 shares; 2025Q1: 4,013 shares; 2025Q2: 4,013 shares; 2025Q3: 4,013 shares; 2025Q4: 4,223 shares 4,223 $69.6K 0.01% +210 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 957 shares; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares 854 $69.4K 0.01% 0 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: 2,016 shares; 2024Q3: 2,030 shares; 2024Q4: 2,049 shares; 2025Q1: 2,055 shares; 2025Q2: 2,080 shares; 2025Q3: 2,093 shares; 2025Q4: 2,108 shares 2,108 $69K 0.01% +15 Timeline STXG 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: 953 shares; 2024Q3: 1,105 shares; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares 1,352 $68.8K 0.01% 0 Timeline STXV 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: 3,885 shares; 2024Q3: 2,318 shares; 2024Q4: 2,318 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,054 shares 2,054 $68.7K 0.01% -62 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 459 shares; 2025Q4: 561 shares 561 $68.3K 0.01% +102 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 849 shares; 2024Q3: 899 shares; 2024Q4: 852 shares; 2025Q1: 540 shares; 2025Q2: 466 shares; 2025Q3: 793 shares; 2025Q4: 456 shares 456 $67.8K 0.01% -337 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: 10,564 shares; 2024Q3: 12,244 shares; 2024Q4: 12,163 shares; 2025Q1: 10,281 shares; 2025Q2: 11,143 shares; 2025Q3: 11,184 shares; 2025Q4: 1,660 shares 1,660 $67.6K 0.01% -9,524 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: 405 shares; 2024Q3: 561 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 417 shares 417 $66.9K 0.01% +217 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: 208 shares; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208 $66.5K 0.01% 0 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: 977 shares; 2024Q3: 942 shares; 2024Q4: 942 shares; 2025Q1: 326 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 381 shares 381 $66.1K 0.01% +54 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: 656 shares; 2024Q3: 680 shares; 2024Q4: 685 shares; 2025Q1: 698 shares; 2025Q2: 809 shares; 2025Q3: 823 shares; 2025Q4: 872 shares 872 $64.5K 0.01% +49 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 622 shares; 2024Q3: 1,323 shares; 2024Q4: 1,324 shares; 2025Q1: 842 shares; 2025Q2: 1,327 shares; 2025Q3: 2,712 shares; 2025Q4: 2,013 shares 2,013 $64.5K 0.01% -699 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: 350 shares; 2024Q3: 350 shares; 2024Q4: 100 shares; 2025Q1: 350 shares; 2025Q2: 100 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares 1,265 $64.2K 0.01% 0 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: 223 shares; 2024Q3: 66 shares; 2024Q4: 41 shares; 2025Q1: 107 shares; 2025Q2: 84 shares; 2025Q3: 89 shares; 2025Q4: 132 shares 132 $64K 0.01% +43 Timeline IBDS 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: 2,535 shares; 2025Q4: 2,572 shares 2,572 $62.4K 0.01% +37 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: 488 shares; 2024Q3: 488 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares 488 $62.3K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 731 shares; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 704 shares; 2025Q2: 604 shares; 2025Q3: 531 shares; 2025Q4: 531 shares 531 $62K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 788 shares; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 737 shares 737 $61.6K 0.01% +33 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,870 shares; 2024Q3: 4,870 shares; 2024Q4: 4,870 shares; 2025Q1: 4,870 shares; 2025Q2: 4,870 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares 4,870 $61.5K 0.01% 0 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares 2,308 $60.9K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,560 shares; 2024Q3: 1,564 shares; 2024Q4: 1,568 shares; 2025Q1: 1,573 shares; 2025Q2: 1,577 shares; 2025Q3: 1,580 shares; 2025Q4: 1,584 shares 1,584 $60.5K 0.01% +4 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,757 shares; 2024Q3: 400 shares; 2024Q4: 249 shares; 2025Q1: 2,132 shares; 2025Q2: 2,134 shares; 2025Q3: 2,135 shares; 2025Q4: 2,136 shares 2,136 $60.4K 0.01% +1 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 316 shares; 2024Q3: 316 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares 293 $59.9K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,285 shares; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares 1,285 $59.9K 0.01% 0 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,117 shares 1,117 $59.3K 0.01% new Timeline UFEB 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: 1,591 shares; 2024Q3: 1,591 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares 1,591 $58.5K 0.01% 0 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: 437 shares; 2024Q3: 437 shares; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares; 2025Q4: 1,785 shares 1,785 $58.2K 0.01% +37 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: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 82 shares; 2025Q4: 200 shares 200 $58K 0.01% +118 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: 302 shares; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 371 shares; 2025Q3: 302 shares; 2025Q4: 733 shares 733 $57.8K 0.01% +431 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 559 shares; 2024Q3: 509 shares; 2024Q4: 522 shares; 2025Q1: 537 shares; 2025Q2: 570 shares; 2025Q3: 566 shares; 2025Q4: 571 shares 571 $57.3K 0.01% +5 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 20 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 202 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203 $56.7K 0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 876 shares; 2024Q3: 712 shares; 2024Q4: 903 shares; 2025Q1: 811 shares; 2025Q2: 865 shares; 2025Q3: 954 shares; 2025Q4: 325 shares 325 $56.6K 0.01% -629 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,132 shares; 2024Q3: 1,091 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 929 shares; 2025Q4: 929 shares 929 $56.5K 0.01% 0 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 1,323 shares 1,323 $56.4K 0.01% +578 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 91 shares; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 215 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares 1,239 $55.2K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 259 shares; 2024Q3: 259 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 260 shares 260 $55.1K 0.01% +37 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,733 shares; 2024Q3: 884 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,267 shares; 2025Q3: 2,815 shares; 2025Q4: 2,267 shares 2,267 $54.7K 0.01% -548 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 631 shares; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares 631 $54.5K 0.01% 0 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: 263 shares; 2024Q3: 272 shares; 2024Q4: 443 shares; 2025Q1: 212 shares; 2025Q2: 219 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205 $54.4K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 697 shares; 2024Q3: 704 shares; 2024Q4: 710 shares; 2025Q1: 716 shares; 2025Q2: 722 shares; 2025Q3: 728 shares; 2025Q4: 733 shares 733 $54.1K 0.01% +5 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 685 shares; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685 $54.1K 0.01% 0 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 312 shares 312 $53.9K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: 127 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182 $53.8K <0.01% 0 Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,062 shares; 2024Q3: 5,062 shares; 2024Q4: 5,062 shares; 2025Q1: 5,062 shares; 2025Q2: 5,062 shares; 2025Q3: 5,062 shares; 2025Q4: 4,117 shares 4,117 $53.5K <0.01% -945 Timeline CATH 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: 643 shares; 2024Q3: 643 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares 643 $52.9K <0.01% 0 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: 173 shares; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares 173 $52.3K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $51.7K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,363 shares; 2024Q3: 1,363 shares; 2024Q4: 1,310 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,070 shares; 2025Q4: 912 shares 912 $51.4K <0.01% -158 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 657 shares; 2024Q3: 657 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $50.8K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $50.2K <0.01% 0 Timeline DFSB 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: 946 shares; 2024Q3: 946 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 946 shares 946 $49K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,644 shares; 2024Q3: 5,644 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares 517 $48.7K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,372 shares; 2024Q3: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares 1,372 $48K <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $48K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,181 shares; 2024Q3: 1,132 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares 737 $47.9K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 189 shares; 2024Q3: 190 shares; 2024Q4: 266 shares; 2025Q1: 300 shares; 2025Q2: 301 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302 $46.9K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 71 shares; 2024Q3: 87 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 239 shares 239 $46.6K <0.01% +187 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724 $46.4K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,208 shares; 2024Q3: 2,210 shares; 2024Q4: 2,210 shares; 2025Q1: 1,962 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,611 shares 1,611 $46.4K <0.01% -45 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: 249 shares; 2024Q3: 170 shares; 2024Q4: 172 shares; 2025Q1: 1,650 shares; 2025Q2: 1,652 shares; 2025Q3: 548 shares; 2025Q4: 551 shares 551 $46.2K <0.01% +3 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,376 shares; 2024Q3: 718 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 786 shares; 2025Q4: 842 shares 842 $46.1K <0.01% +56 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: 390 shares; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 345 shares; 2025Q2: 279 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262 $46K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 991 shares; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares 991 $45.9K <0.01% 0 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: 394 shares; 2024Q3: 689 shares; 2024Q4: 693 shares; 2025Q1: 697 shares; 2025Q2: 1,264 shares; 2025Q3: 958 shares; 2025Q4: 958 shares 958 $45.8K <0.01% 0 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,756 shares; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,213 shares 1,213 $45.8K <0.01% -246 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,609 shares; 2025Q4: 4,624 shares 4,624 $45.7K <0.01% -985 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: 123 shares; 2024Q3: 97 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares 87 $45.5K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 962 shares; 2025Q1: 903 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares 429 $45.2K <0.01% 0 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: 140 shares; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares 139 $45.2K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,282 shares; 2024Q3: 1,133 shares; 2024Q4: 1,155 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080 $44.6K <0.01% 0 Timeline IMCV 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: 540 shares; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540 $44.5K <0.01% 0 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: 334 shares; 2024Q3: 238 shares; 2024Q4: 410 shares; 2025Q1: 481 shares; 2025Q2: 482 shares; 2025Q3: 405 shares; 2025Q4: 461 shares 461 $44.3K <0.01% +56 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,102 shares; 2024Q3: 1,058 shares; 2024Q4: 1,183 shares; 2025Q1: 1,160 shares; 2025Q2: 1,004 shares; 2025Q3: 991 shares; 2025Q4: 1,001 shares 1,001 $44.2K <0.01% +10 Timeline BKLN 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: 2,063 shares; 2024Q3: 2,063 shares; 2024Q4: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 2,063 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares 2,063 $43.3K <0.01% 0 Timeline OXSQ OXFORD SQUARE CAP CORP More: the full row for OXFORD SQUARE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,500 shares 24,500 $43.1K <0.01% new 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: 713 shares; 2024Q3: 714 shares; 2024Q4: 715 shares; 2025Q1: 716 shares; 2025Q2: 717 shares; 2025Q3: 1,224 shares; 2025Q4: 719 shares 719 $42.8K <0.01% -505 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 447 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 701 shares; 2025Q3: 849 shares; 2025Q4: 849 shares 849 $42.2K <0.01% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares 274 $42K <0.01% 0 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 676 shares; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 669 shares; 2025Q2: 655 shares; 2025Q3: 647 shares; 2025Q4: 647 shares 647 $42K <0.01% 0 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: 73 shares; 2024Q3: 73 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares 74 $42K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 241 shares; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 961 shares 961 $41.9K <0.01% +720 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413 shares; 2025Q4: 413 shares 413 $41.4K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 123 shares; 2024Q3: 27 shares; 2024Q4: 123 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 490 shares 490 $41.3K <0.01% new 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: 163 shares; 2024Q3: 163 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 89 shares; 2025Q3: 392 shares; 2025Q4: 392 shares 392 $41.2K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 997 shares; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares 997 $41K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 604 shares; 2024Q3: 742 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 196 shares 196 $40.8K <0.01% +184 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: 491 shares; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares 491 $40.7K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 249 shares; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares 249 $40.2K <0.01% 0 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,698 shares; 2024Q3: 1,698 shares; 2024Q4: 1,698 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 1,698 shares 1,698 $40.2K <0.01% 0 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: 683 shares; 2024Q3: 614 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares 614 $39.5K <0.01% 0 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: 3,845 shares; 2024Q3: 3,983 shares; 2024Q4: 3,885 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561 $39.2K <0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 52 shares 52 $39.2K <0.01% +3 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,200 shares; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $39K <0.01% 0 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: not reported; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares 171 $38.9K <0.01% 0 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: 5,727 shares; 2024Q3: 5,794 shares; 2024Q4: 5,856 shares; 2025Q1: 5,915 shares; 2025Q2: 6,573 shares; 2025Q3: 766 shares; 2025Q4: 766 shares 766 $38.8K <0.01% 0 Timeline MGK 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: 169 shares; 2024Q3: 169 shares; 2024Q4: 960 shares; 2025Q1: 92 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $38.7K <0.01% 0 Timeline SPLV 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: 879 shares; 2024Q3: 883 shares; 2024Q4: 883 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 541 shares 541 $38.6K <0.01% -129 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: 5,270 shares; 2024Q3: 5,058 shares; 2024Q4: 4,314 shares; 2025Q1: 3,207 shares; 2025Q2: 2,599 shares; 2025Q3: 2,418 shares; 2025Q4: 1,987 shares 1,987 $38K <0.01% -431 Timeline KBE 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: 623 shares; 2024Q3: 623 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares 623 $37.8K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 317 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 512 shares 512 $37.7K <0.01% +423 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 2,888 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 602 shares 602 $37.6K <0.01% -148 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 232 shares; 2024Q3: 40 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $37.3K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137 $37.3K <0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 175 shares 175 $37.1K <0.01% -10 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 165 shares; 2025Q4: 165 shares 165 $37.1K <0.01% 0 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 663 shares; 2024Q3: 663 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares 553 $37.1K <0.01% 0 Timeline STXF 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: 1,274 shares; 2024Q3: 1,298 shares; 2024Q4: 1,374 shares; 2025Q1: 981 shares; 2025Q2: 1,009 shares; 2025Q3: 1,026 shares; 2025Q4: 837 shares 837 $36.9K <0.01% -189 Timeline EAGG 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: 1,172 shares; 2024Q3: 1,218 shares; 2024Q4: 1,044 shares; 2025Q1: 998 shares; 2025Q2: 729 shares; 2025Q3: 730 shares; 2025Q4: 768 shares 768 $36.8K <0.01% +38 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $36.2K <0.01% 0 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: 1,017 shares; 2024Q3: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares 447 $36.1K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 555 shares; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 463 shares; 2025Q4: 463 shares 463 $35.9K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 399 shares; 2024Q3: 399 shares; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares 1,197 $35.4K <0.01% 0 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,605 shares; 2025Q3: 1,605 shares; 2025Q4: 1,605 shares 1,605 $35.3K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 456 shares; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares 456 $35.3K <0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,484 shares; 2024Q3: 1,165 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares 1,135 $34.9K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 824 shares; 2024Q3: 791 shares; 2024Q4: 684 shares; 2025Q1: 808 shares; 2025Q2: 557 shares; 2025Q3: 519 shares; 2025Q4: 519 shares 519 $34.8K <0.01% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 219 shares; 2024Q3: 189 shares; 2024Q4: 250 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares 134 $34.8K <0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132 shares; 2025Q3: 277 shares; 2025Q4: 277 shares 277 $34.4K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 599 shares; 2024Q3: 729 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 729 shares 729 $34.3K <0.01% +130 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: 122 shares; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $34.2K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 184 shares; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $34.2K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 185 shares; 2024Q3: 253 shares; 2024Q4: 408 shares; 2025Q1: 298 shares; 2025Q2: 268 shares; 2025Q3: 312 shares; 2025Q4: 241 shares 241 $34.1K <0.01% -71 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,025 shares; 2024Q3: 1,025 shares; 2024Q4: 449 shares; 2025Q1: 432 shares; 2025Q2: 433 shares; 2025Q3: 389 shares; 2025Q4: 348 shares 348 $34K <0.01% -41 Timeline SCMB 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,315 shares 1,315 $33.9K <0.01% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares 291 $33.5K <0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,185 shares; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares 1,185 $32.9K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 571 shares; 2024Q3: 600 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares 571 $32.8K <0.01% 0 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: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63 $32.2K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $32.2K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 334 shares 334 $32.1K <0.01% +300 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: 131 shares; 2024Q3: 131 shares; 2024Q4: 181 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 132 shares; 2025Q4: 321 shares 321 $32K <0.01% +189 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 604 shares; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604 $31.9K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 580 shares 580 $31.9K <0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares 183 $31.8K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96 $31.5K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 2,352 shares; 2025Q3: 357 shares; 2025Q4: 357 shares 357 $31.1K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 95 shares; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares 95 $30.7K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 365 shares; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares 365 $30.5K <0.01% 0 Timeline XJR 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 714 shares 714 $30.4K <0.01% +362 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 201 shares; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares 201 $30.3K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 52 shares; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $30.3K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 91 shares; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 65 shares 65 $30.3K <0.01% new 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: 423 shares; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares 423 $30.1K <0.01% 0 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: 970 shares; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares 970 $30K <0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 762 shares 762 $29.9K <0.01% 0 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,241 shares; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares 1,135 $29.7K <0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 142 shares; 2024Q3: 142 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 341 shares; 2025Q4: 341 shares 341 $29.6K <0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares 550 $29.6K <0.01% new Timeline FFTY 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: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $29.6K <0.01% 0 Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $28.8K <0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 194 shares; 2024Q3: 194 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,080 shares 3,080 $28.7K <0.01% 0 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: not reported; 2024Q3: 47 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 214 shares; 2025Q3: 124 shares; 2025Q4: 155 shares 155 $28.6K <0.01% +31 Timeline SJNK 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: 1,126 shares; 2024Q3: 1,126 shares; 2024Q4: 1,126 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares 1,126 $28.5K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 19 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 14 shares 14 $28.2K <0.01% +4 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 306 shares; 2024Q3: 306 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares 227 $28K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 883 shares 883 $27.8K <0.01% +169 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 276 shares; 2024Q3: 174 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 539 shares; 2025Q4: 376 shares 376 $27.7K <0.01% -163 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: 142 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares 142 $27.6K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 880 shares; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $27.5K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 131 shares; 2024Q3: 137 shares; 2024Q4: 219 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares 194 $27.4K <0.01% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,908 shares; 2024Q4: 12,865 shares; 2025Q1: 14,124 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790 $27.3K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $26.8K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,327 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 151 shares 151 $26.8K <0.01% +13 Timeline PGX 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: 2,386 shares; 2024Q3: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,176 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares 2,386 $26.8K <0.01% 0 Timeline DFEV 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: 793 shares; 2024Q3: 793 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares 793 $26.8K <0.01% 0 Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,024 shares; 2025Q1: 10,547 shares; 2025Q2: 10,547 shares; 2025Q3: 10,547 shares; 2025Q4: 4,931 shares 4,931 $26K <0.01% -5,616 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $25.9K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 274 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares 274 $25.8K <0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 687 shares; 2024Q3: 687 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 694 shares; 2025Q3: 904 shares; 2025Q4: 705 shares 705 $25.8K <0.01% -199 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015 $25.6K <0.01% 0 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: 282 shares; 2024Q3: 309 shares; 2024Q4: 322 shares; 2025Q1: 323 shares; 2025Q2: 324 shares; 2025Q3: 325 shares; 2025Q4: 327 shares 327 $25.5K <0.01% +2 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,446 shares; 2024Q3: 1,446 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 641 shares 641 $25.3K <0.01% +525 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 180 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares 155 $25.2K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 216 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares 181 $25.2K <0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,439 shares; 2024Q3: 1,439 shares; 2024Q4: 1,439 shares; 2025Q1: 1,439 shares; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares 1,439 $25.2K <0.01% 0 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 215 shares; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares 217 $25.1K <0.01% 0 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 231 shares; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares 231 $24.8K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 176 shares; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176 $24.8K <0.01% 0 Timeline IDV 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: 628 shares; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares 628 $24.8K <0.01% 0 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: 1,110 shares; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares 1,222 $24.7K <0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 121 shares 121 $24.7K <0.01% +1 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: 363 shares; 2024Q3: 363 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares 285 $24.6K <0.01% 0 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: 1,959 shares; 2024Q3: 1,856 shares; 2024Q4: 355 shares; 2025Q1: 372 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares 212 $24.1K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 145 shares; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 452 shares 452 $24.1K <0.01% +114 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares 648 $23.9K <0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 295 shares; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares 295 $23.8K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16 shares; 2024Q3: 20 shares; 2024Q4: 21 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $23.7K <0.01% 0 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 191 shares; 2025Q4: 191 shares 191 $23.4K <0.01% 0 Timeline TSBK TIMBERLAND BANCORP INC More: the full row for TIMBERLAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $23.3K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108 $23.1K <0.01% 0 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192 shares 192 $23K <0.01% new Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,648 shares; 2024Q4: 6,648 shares; 2025Q1: 6,648 shares; 2025Q2: 6,648 shares; 2025Q3: 6,648 shares; 2025Q4: 2,727 shares 2,727 $22.9K <0.01% -3,921 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183 shares; 2025Q3: 286 shares; 2025Q4: 183 shares 183 $22.5K <0.01% -103 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 934 shares; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 455 shares 455 $22.5K <0.01% -18 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 257 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 840 shares; 2025Q4: 905 shares 905 $22.4K <0.01% +65 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: 489 shares; 2024Q3: 806 shares; 2024Q4: 797 shares; 2025Q1: 869 shares; 2025Q2: 874 shares; 2025Q3: 879 shares; 2025Q4: 1,070 shares 1,070 $22.3K <0.01% +191 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: 454 shares; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154 $22.3K <0.01% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950 $22.1K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 160 shares; 2025Q1: 185 shares; 2025Q2: 135 shares; 2025Q3: 185 shares; 2025Q4: 263 shares 263 $21.6K <0.01% +78 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 315 shares 315 $21.5K <0.01% -117 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 849 shares; 2024Q3: 798 shares; 2024Q4: 802 shares; 2025Q1: 807 shares; 2025Q2: 618 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $21.5K <0.01% 0 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 427 shares 427 $21.4K <0.01% -398 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 71 shares; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 243 shares 243 $21.4K <0.01% +172 Timeline