TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,466,010 shares; 2024Q4: 26,035,422 shares; 2025Q1: 26,335,422 shares; 2025Q2: 28,685,422 shares; 2025Q3: 32,582,212 shares; 2025Q4: 37,402,212 shares 37,402,212 $1.17B 10.04% +4,820,000 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,913 shares; 2024Q4: 94,456 shares; 2025Q1: 96,160 shares; 2025Q2: 108,808 shares; 2025Q3: 92,907 shares; 2025Q4: 3,098,047 shares 3,098,047 $784M 6.74% +3,005,140 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,843 shares; 2024Q4: 973,094 shares; 2025Q1: 1,607,952 shares; 2025Q2: 2,603,396 shares; 2025Q3: 1,917,526 shares; 2025Q4: 5,053,446 shares 5,053,446 $728M 6.25% +3,135,920 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008,700 shares; 2024Q4: 3,245,130 shares; 2025Q1: 3,048,766 shares; 2025Q2: 3,609,306 shares; 2025Q3: 3,605,556 shares; 2025Q4: 3,262,446 shares 3,262,446 $506M 4.35% -343,110 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273,985 shares; 2024Q4: 1,370,985 shares; 2025Q1: 1,270,985 shares; 2025Q2: 1,437,657 shares; 2025Q3: 1,395,657 shares; 2025Q4: 1,493,657 shares 1,493,657 $491M 4.22% +98,000 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,571 shares; 2024Q4: 1,251,611 shares; 2025Q1: 1,247,125 shares; 2025Q2: 895,855 shares; 2025Q3: 1,008,416 shares; 2025Q4: 1,323,291 shares 1,323,291 $415M 3.57% +314,875 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492,015 shares; 2024Q4: 1,684,261 shares; 2025Q1: 2,432,256 shares; 2025Q2: 2,499,231 shares; 2025Q3: 1,774,700 shares; 2025Q4: 9,052,676 shares 9,052,676 $386M 3.32% +7,277,976 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079,900 shares; 2024Q4: 1,079,900 shares; 2025Q1: 1,300,900 shares; 2025Q2: 1,417,900 shares; 2025Q3: 1,417,900 shares; 2025Q4: 1,639,900 shares 1,639,900 $379M 3.25% +222,000 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,756 shares; 2024Q4: 875,756 shares; 2025Q1: 1,358,317 shares; 2025Q2: 1,209,557 shares; 2025Q3: 1,215,900 shares; 2025Q4: 1,207,805 shares 1,207,805 $368M 3.16% -8,095 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,142 shares; 2024Q4: 539,963 shares; 2025Q1: 428,591 shares; 2025Q2: 969,279 shares; 2025Q3: 1,763,667 shares; 2025Q4: 1,940,486 shares 1,940,486 $362M 3.11% +176,819 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,817 shares; 2025Q1: 3,151 shares; 2025Q2: 213,387 shares; 2025Q3: 474,944 shares; 2025Q4: 541,234 shares 541,234 $357M 3.07% +66,290 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297,806 shares; 2024Q4: 2,797,806 shares; 2025Q1: 2,777,806 shares; 2025Q2: 2,777,806 shares; 2025Q3: 2,977,806 shares; 2025Q4: 3,002,806 shares 3,002,806 $353M 3.03% +25,000 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,337 shares; 2024Q4: 698,457 shares; 2025Q1: 913,237 shares; 2025Q2: 1,160,634 shares; 2025Q3: 1,206,409 shares; 2025Q4: 2,841,292 shares 2,841,292 $339M 2.92% +1,634,883 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973,032 shares; 2024Q4: 2,311,990 shares; 2025Q1: 2,423,061 shares; 2025Q2: 2,591,768 shares; 2025Q3: 2,661,473 shares; 2025Q4: 2,791,284 shares 2,791,284 $329M 2.82% +129,811 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689,572 shares; 2024Q4: 2,814,572 shares; 2025Q1: 2,474,572 shares; 2025Q2: 2,719,572 shares; 2025Q3: 2,719,572 shares; 2025Q4: 2,719,572 shares 2,719,572 $287M 2.47% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921,651 shares; 2024Q4: 6,292,033 shares; 2025Q1: 7,202,847 shares; 2025Q2: 3,127,778 shares; 2025Q3: 3,647,049 shares; 2025Q4: 4,644,674 shares 4,644,674 $254M 2.19% +997,625 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180,000 shares; 2024Q4: 1,965,000 shares; 2025Q1: 1,965,000 shares; 2025Q2: 1,965,000 shares; 2025Q3: 1,965,000 shares; 2025Q4: 1,965,000 shares 1,965,000 $217M 1.86% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575,645 shares; 2024Q4: 1,573,270 shares; 2025Q1: 1,766,270 shares; 2025Q2: 1,831,690 shares; 2025Q3: 1,631,690 shares; 2025Q4: 1,646,690 shares 1,646,690 $186M 1.6% +15,000 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,700 shares; 2024Q4: 589,700 shares; 2025Q1: 973,700 shares; 2025Q2: 980,700 shares; 2025Q3: 914,700 shares; 2025Q4: 674,700 shares 674,700 $183M 1.58% -240,000 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,656 shares; 2024Q4: 188,235 shares; 2025Q1: 308,479 shares; 2025Q2: 250,522 shares; 2025Q3: 199,358 shares; 2025Q4: 377,607 shares 377,607 $183M 1.57% +178,249 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 2,670,150 shares; 2025Q1: 3,395,000 shares; 2025Q2: 5,595,000 shares; 2025Q3: 3,693,000 shares; 2025Q4: 2,163,750 shares 2,163,750 $182M 1.57% -1,529,250 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,564 shares; 2024Q4: 208,964 shares; 2025Q1: 14 shares; 2025Q2: 453,000 shares; 2025Q3: 233,715 shares; 2025Q4: 403,452 shares 403,452 $145M 1.25% +169,737 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856,453 shares; 2024Q4: 1,135,453 shares; 2025Q1: 1,448,441 shares; 2025Q2: 1,296,600 shares; 2025Q3: 1,177,600 shares; 2025Q4: 1,318,396 shares 1,318,396 $140M 1.21% +140,796 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,370 shares; 2024Q4: 152,414 shares; 2025Q1: 216,338 shares; 2025Q2: 214,440 shares; 2025Q3: 397,970 shares; 2025Q4: 390,416 shares 390,416 $135M 1.16% -7,554 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 260,000 shares; 2025Q1: 260,130 shares; 2025Q2: 260,000 shares; 2025Q3: 260,000 shares; 2025Q4: 514,000 shares 514,000 $132M 1.14% +254,000 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: 3,611,134 shares; 2025Q2: 3,611,134 shares; 2025Q3: 3,610,567 shares; 2025Q4: 3,623,034 shares 3,623,034 $123M 1.06% +12,467 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,338 shares; 2024Q4: 60,728 shares; 2025Q1: 90,635 shares; 2025Q2: 164,725 shares; 2025Q3: 180,040 shares; 2025Q4: 106,335 shares 106,335 $114M 0.98% -73,705 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,526 shares; 2024Q4: 496,526 shares; 2025Q1: 496,526 shares; 2025Q2: 496,526 shares; 2025Q3: 346,526 shares; 2025Q4: 886,526 shares 886,526 $97.9M 0.84% +540,000 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,149 shares; 2024Q4: 2,567,649 shares; 2025Q1: 2,561,219 shares; 2025Q2: 2,515,670 shares; 2025Q3: 2,094,319 shares; 2025Q4: 2,086,319 shares 2,086,319 $96.6M 0.83% -8,000 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825,600 shares 1,825,600 $94.9M 0.82% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,000 shares; 2025Q3: 239,000 shares; 2025Q4: 250,158 shares 250,158 $88.4M 0.76% +11,158 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,535 shares; 2024Q4: 253,704 shares; 2025Q1: 252,344 shares; 2025Q2: 251,992 shares; 2025Q3: 251,538 shares; 2025Q4: 251,424 shares 251,424 $81M 0.7% -114 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,036 shares; 2025Q1: 532 shares; 2025Q2: 130,575 shares; 2025Q3: 256,599 shares; 2025Q4: 331,702 shares 331,702 $75.8M 0.65% +75,103 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168,760 shares; 2024Q4: 1,160,000 shares; 2025Q1: 820,000 shares; 2025Q2: 820,000 shares; 2025Q3: 820,000 shares; 2025Q4: 1,640,000 shares 1,640,000 $74.4M 0.64% +820,000 Timeline ENLT ENLIGHT RENEWABLE ENERGY LTD More: the full row for ENLIGHT RENEWABLE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630,721 shares; 2024Q4: 1,630,721 shares; 2025Q1: 1,630,721 shares; 2025Q2: 1,630,721 shares; 2025Q3: 1,630,721 shares; 2025Q4: 1,630,721 shares 1,630,721 $74.1M 0.64% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 6,755 shares; 2025Q1: 80,687 shares; 2025Q2: 168,980 shares; 2025Q3: 167,560 shares; 2025Q4: 162,162 shares 162,162 $72.9M 0.63% -5,398 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370,000 shares; 2025Q4: 745,000 shares 745,000 $68.2M 0.59% +375,000 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530,000 shares; 2025Q4: 530,000 shares 530,000 $51M 0.44% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460,000 shares 460,000 $50.8M 0.44% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 400,013 shares; 2025Q1: 687,000 shares; 2025Q2: 298,004 shares; 2025Q3: 483,000 shares; 2025Q4: 256,587 shares 256,587 $50M 0.43% -226,413 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735,205 shares; 2024Q4: 373,125 shares; 2025Q1: 189,275 shares; 2025Q2: 701,569 shares; 2025Q3: 669,000 shares; 2025Q4: 320,504 shares 320,504 $49.6M 0.43% -348,496 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925,000 shares 925,000 $49.6M 0.43% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,000 shares 140,000 $48.2M 0.41% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410,867 shares; 2024Q4: 1,149,806 shares; 2025Q1: 1,150,124 shares; 2025Q2: 1,150,103 shares; 2025Q3: 1,150,480 shares; 2025Q4: 1,150,446 shares 1,150,446 $46.4M 0.4% -34 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235,490 shares; 2024Q4: 1,795,490 shares; 2025Q1: 1,765,490 shares; 2025Q2: 1,765,490 shares; 2025Q3: 1,145,000 shares; 2025Q4: 1,145,000 shares 1,145,000 $44.2M 0.38% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,178 shares; 2024Q4: 10,538 shares; 2025Q1: 9,498 shares; 2025Q2: 9,348 shares; 2025Q3: 288,948 shares; 2025Q4: 288,498 shares 288,498 $42.3M 0.36% -450 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,000 shares; 2024Q4: 730,000 shares; 2025Q1: 730,000 shares; 2025Q2: 730,308 shares; 2025Q3: 730,000 shares; 2025Q4: 730,000 shares 730,000 $40.1M 0.35% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475,000 shares 475,000 $38.8M 0.33% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares 200,000 $37.1M 0.32% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 9,367 shares; 2025Q2: 2,958 shares; 2025Q3: 3,065 shares; 2025Q4: 210,534 shares 210,534 $36M 0.31% +207,469 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,786 shares; 2024Q4: 214,828 shares; 2025Q1: 65,168 shares; 2025Q2: 95,655 shares; 2025Q3: 96,712 shares; 2025Q4: 97,458 shares 97,458 $34.2M 0.29% +746 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,500 shares; 2024Q4: 43,500 shares; 2025Q1: 43,500 shares; 2025Q2: 43,500 shares; 2025Q3: 43,500 shares; 2025Q4: 43,500 shares 43,500 $33.3M 0.29% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,404 shares; 2024Q4: 856,543 shares; 2025Q1: 820,706 shares; 2025Q2: 863,815 shares; 2025Q3: 881,666 shares; 2025Q4: 953,744 shares 953,744 $32.2M 0.28% +72,078 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,287 shares; 2024Q4: 183,590 shares; 2025Q1: 182,358 shares; 2025Q2: 181,692 shares; 2025Q3: 181,954 shares; 2025Q4: 181,397 shares 181,397 $32.2M 0.28% -557 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,077 shares; 2024Q4: 55,899 shares; 2025Q1: 48,928 shares; 2025Q2: 46,178 shares; 2025Q3: 45,420 shares; 2025Q4: 46,683 shares 46,683 $31.8M 0.27% +1,263 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259,000 shares; 2025Q4: 259,000 shares 259,000 $31.8M 0.27% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,017 shares; 2024Q4: 129,004 shares; 2025Q1: 38,512 shares; 2025Q2: 55,012 shares; 2025Q3: 55,108 shares; 2025Q4: 55,065 shares 55,065 $31.4M 0.27% -43 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,000 shares; 2024Q4: 180,000 shares; 2025Q1: 380,000 shares; 2025Q2: 515,000 shares; 2025Q3: 775,000 shares; 2025Q4: 775,000 shares 775,000 $30.5M 0.26% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,000 shares; 2024Q4: 425,000 shares; 2025Q1: 798,000 shares; 2025Q2: 798,000 shares; 2025Q3: 798,000 shares; 2025Q4: 398,000 shares 398,000 $24.7M 0.21% -400,000 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050,000 shares; 2025Q4: 1,350,000 shares 1,350,000 $24.3M 0.21% +300,000 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,281 shares; 2024Q4: 162,427 shares; 2025Q1: 163,661 shares; 2025Q2: 205,053 shares; 2025Q3: 133,225 shares; 2025Q4: 130,373 shares 130,373 $24M 0.21% -2,852 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,994 shares; 2024Q4: 35,602 shares; 2025Q1: 464,647 shares; 2025Q2: 528,189 shares; 2025Q3: 322,223 shares; 2025Q4: 732,189 shares 732,189 $24M 0.21% +409,966 Timeline SMWB SIMILARWEB LTD More: the full row for SIMILARWEB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712,557 shares; 2024Q4: 1,712,557 shares; 2025Q1: 2,762,557 shares; 2025Q2: 3,006,157 shares; 2025Q3: 3,106,157 shares; 2025Q4: 3,106,157 shares 3,106,157 $23.3M 0.2% 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: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,209 shares; 2025Q1: 62,790 shares; 2025Q2: 62,795 shares; 2025Q3: 62,601 shares; 2025Q4: 62,480 shares 62,480 $21.9M 0.19% -121 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 167,084 shares; 2025Q1: 891,779 shares; 2025Q2: 888,967 shares; 2025Q3: 1,999,090 shares; 2025Q4: 1,999,090 shares 1,999,090 $20.9M 0.18% 0 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,009 shares; 2024Q4: 46,009 shares; 2025Q1: 80,009 shares; 2025Q2: 67,009 shares; 2025Q3: 79,009 shares; 2025Q4: 139,009 shares 139,009 $20.5M 0.18% +60,000 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,078 shares; 2024Q4: 35,351 shares; 2025Q1: 34,867 shares; 2025Q2: 34,236 shares; 2025Q3: 32,047 shares; 2025Q4: 33,113 shares 33,113 $20.4M 0.17% +1,066 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 32,100 shares; 2025Q3: 32,100 shares; 2025Q4: 32,100 shares 32,100 $18.6M 0.16% 0 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,580 shares; 2024Q4: 1,153,580 shares; 2025Q1: 2,130,983 shares; 2025Q2: 2,130,983 shares; 2025Q3: 2,130,983 shares; 2025Q4: 2,130,983 shares 2,130,983 $18.5M 0.16% 0 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,472 shares; 2024Q4: 686,472 shares; 2025Q1: 786,472 shares; 2025Q2: 770,909 shares; 2025Q3: 770,909 shares; 2025Q4: 770,909 shares 770,909 $18.1M 0.16% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,000 shares; 2025Q4: 194,000 shares 194,000 $17.8M 0.15% 0 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,422 shares; 2025Q4: 386,996 shares 386,996 $17.3M 0.15% +185,574 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894,047 shares; 2024Q4: 894,047 shares; 2025Q1: 544,047 shares; 2025Q2: 529,047 shares; 2025Q3: 274,047 shares; 2025Q4: 274,047 shares 274,047 $17.1M 0.15% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,000 shares 52,000 $16.6M 0.14% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,656 shares; 2024Q4: 47,135 shares; 2025Q1: 44,401 shares; 2025Q2: 42,991 shares; 2025Q3: 80,536 shares; 2025Q4: 79,900 shares 79,900 $16M 0.14% -636 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,675 shares; 2024Q4: 10,941 shares; 2025Q1: 1,109,225 shares; 2025Q2: 1,018,345 shares; 2025Q3: 4,846 shares; 2025Q4: 544,846 shares 544,846 $15.7M 0.14% +540,000 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,714,179 shares; 2024Q4: 5,349,179 shares; 2025Q1: 5,349,179 shares; 2025Q2: 5,349,179 shares; 2025Q3: 4,349,179 shares; 2025Q4: 3,299,179 shares 3,299,179 $15.2M 0.13% -1,050,000 Timeline NYAX NAYAX LTD More: the full row for NAYAX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 300,000 shares; 2025Q2: 300,000 shares; 2025Q3: 300,000 shares; 2025Q4: 300,000 shares 300,000 $15.2M 0.13% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,245 shares; 2024Q4: 522,529 shares; 2025Q1: 487,374 shares; 2025Q2: 145,568 shares; 2025Q3: 132,098 shares; 2025Q4: 149,647 shares 149,647 $14.6M 0.13% +17,549 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: restricted; 2024Q3: 671,210 shares; 2024Q4: 671,210 shares; 2025Q1: 671,210 shares; 2025Q2: 671,210 shares; 2025Q3: 1,091,053 shares; 2025Q4: 1,091,053 shares 1,091,053 $14.1M 0.12% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909,903 shares; 2024Q4: 944,344 shares; 2025Q1: 870,906 shares; 2025Q2: 150,206 shares; 2025Q3: 131,712 shares; 2025Q4: 140,919 shares 140,919 $13.8M 0.12% +9,207 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,276 shares; 2024Q4: 251,199 shares; 2025Q1: 250,895 shares; 2025Q2: 254,045 shares; 2025Q3: 252,559 shares; 2025Q4: 261,919 shares 261,919 $12.6M 0.11% +9,360 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 6,071 shares; 2025Q1: 21,374 shares; 2025Q2: 488,549 shares; 2025Q3: 509,919 shares; 2025Q4: 539,160 shares 539,160 $12.6M 0.11% +29,241 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,973 shares; 2024Q4: 1,095,973 shares; 2025Q1: 1,095,973 shares; 2025Q2: 1,511,885 shares; 2025Q3: 1,511,885 shares; 2025Q4: 1,287,102 shares 1,287,102 $12.3M 0.11% -224,783 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,534 shares; 2024Q4: 120,534 shares; 2025Q1: 185,534 shares; 2025Q2: 130,534 shares; 2025Q3: 110,534 shares; 2025Q4: 110,534 shares 110,534 $11.5M 0.1% 0 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,764 shares; 2024Q4: 295,764 shares; 2025Q1: 255,764 shares; 2025Q2: 245,764 shares; 2025Q3: 280,764 shares; 2025Q4: 280,764 shares 280,764 $11.3M 0.1% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,297 shares; 2024Q4: 23,684 shares; 2025Q1: 26,143 shares; 2025Q2: 6,459 shares; 2025Q3: 20,409 shares; 2025Q4: 16,260 shares 16,260 $10.2M 0.09% -4,149 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,954 shares; 2024Q4: 10,916 shares; 2025Q1: 11,158 shares; 2025Q2: 10,981 shares; 2025Q3: 34,147 shares; 2025Q4: 49,513 shares 49,513 $9.46M 0.08% +15,366 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,658 shares; 2024Q4: 60,328 shares; 2025Q1: 81,467 shares; 2025Q2: 86,091 shares; 2025Q3: 87,356 shares; 2025Q4: 89,094 shares 89,094 $9.06M 0.08% +1,738 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,450 shares; 2024Q4: 70,179 shares; 2025Q1: 17,412 shares; 2025Q2: 79,035 shares; 2025Q3: 89,546 shares; 2025Q4: 120,788 shares 120,788 $7.54M 0.06% +31,242 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 6,623 shares; 2025Q1: 81,245 shares; 2025Q2: 94,752 shares; 2025Q3: 97,524 shares; 2025Q4: 115,241 shares 115,241 $7.42M 0.06% +17,717 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 8,451 shares; 2025Q1: 6,457 shares; 2025Q2: 4,503 shares; 2025Q3: 5,443 shares; 2025Q4: 111,148 shares 111,148 $6.59M 0.06% +105,705 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995,000 shares; 2024Q4: 6,805,731 shares; 2025Q1: 7,305,731 shares; 2025Q2: 7,305,731 shares; 2025Q3: 7,305,731 shares; 2025Q4: 7,305,731 shares 7,305,731 $6.23M 0.05% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679,562 shares; 2024Q4: 1,731,956 shares; 2025Q1: 1,471,330 shares; 2025Q2: 112,539 shares; 2025Q3: 142,500 shares; 2025Q4: 199,019 shares 199,019 $5.74M 0.05% +56,519 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,501 shares; 2024Q4: 43,037 shares; 2025Q1: 44,921 shares; 2025Q2: 47,036 shares; 2025Q3: 49,926 shares; 2025Q4: 51,280 shares 51,280 $5.64M 0.05% +1,354 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,466 shares; 2024Q4: 15,322 shares; 2025Q1: 14,843 shares; 2025Q2: 16,292 shares; 2025Q3: 16,097 shares; 2025Q4: 17,915 shares 17,915 $5.62M 0.05% +1,818 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,199 shares; 2024Q4: 21,138 shares; 2025Q1: 8,632 shares; 2025Q2: 46,059 shares; 2025Q3: 41,800 shares; 2025Q4: 22,602 shares 22,602 $5.45M 0.05% -19,198 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,975 shares; 2024Q4: not reported; 2025Q1: 47,700 shares; 2025Q2: 49,032 shares; 2025Q3: 50,617 shares; 2025Q4: 53,778 shares 53,778 $5.4M 0.05% +3,161 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,846 shares; 2025Q2: 61,274 shares; 2025Q3: 66,260 shares; 2025Q4: 72,392 shares 72,392 $5.33M 0.05% +6,132 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,259 shares; 2025Q4: 44,477 shares 44,477 $5.32M 0.05% +38,218 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,369 shares; 2024Q4: 82,467 shares; 2025Q1: 81,709 shares; 2025Q2: 80,532 shares; 2025Q3: 80,963 shares; 2025Q4: 82,374 shares 82,374 $4.12M 0.04% +1,411 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,319 shares; 2025Q3: 170,216 shares; 2025Q4: 159,152 shares 159,152 $3.98M 0.03% -11,064 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,968 shares; 2024Q4: 35,350 shares; 2025Q1: 37,949 shares; 2025Q2: 38,057 shares; 2025Q3: 48,600 shares; 2025Q4: 49,093 shares 49,093 $3.96M 0.03% +493 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,055 shares; 2024Q4: 63,015 shares; 2025Q1: 58,729 shares; 2025Q2: 57,502 shares; 2025Q3: 51,069 shares; 2025Q4: 50,433 shares 50,433 $3.89M 0.03% -636 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,867 shares; 2025Q2: 50,849 shares; 2025Q3: 48,898 shares; 2025Q4: 42,415 shares 42,415 $3.88M 0.03% -6,483 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 5,349 shares; 2025Q1: 4,349 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 19,755 shares 19,755 $3.78M 0.03% +17,506 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,763 shares; 2024Q4: 25,732 shares; 2025Q1: 29,800 shares; 2025Q2: 32,553 shares; 2025Q3: 37,005 shares; 2025Q4: 38,658 shares 38,658 $3.72M 0.03% +1,653 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,003 shares; 2024Q4: 22,347 shares; 2025Q1: 34,367 shares; 2025Q2: 34,598 shares; 2025Q3: 30,617 shares; 2025Q4: 26,807 shares 26,807 $3.46M 0.03% -3,810 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,867 shares; 2024Q4: 20,765 shares; 2025Q1: 21,339 shares; 2025Q2: 21,299 shares; 2025Q3: 21,870 shares; 2025Q4: 21,524 shares 21,524 $3.29M 0.03% -346 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,139 shares; 2024Q4: 37,904 shares; 2025Q1: 40,364 shares; 2025Q2: 41,852 shares; 2025Q3: 40,057 shares; 2025Q4: 38,466 shares 38,466 $3.06M 0.03% -1,591 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,337 shares; 2024Q4: 18,971 shares; 2025Q1: 63,698 shares; 2025Q2: 68,802 shares; 2025Q3: 68,408 shares; 2025Q4: 54,700 shares 54,700 $2.99M 0.03% -13,708 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,183 shares; 2024Q4: 45,379 shares; 2025Q1: 35,228 shares; 2025Q2: 35,191 shares; 2025Q3: 43,592 shares; 2025Q4: 39,179 shares 39,179 $2.8M 0.02% -4,413 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 14,171 shares; 2025Q1: 17,641 shares; 2025Q2: 21,930 shares; 2025Q3: 28,288 shares; 2025Q4: 34,370 shares 34,370 $2.74M 0.02% +6,082 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,960 shares; 2024Q4: 23,960 shares; 2025Q1: 23,100 shares; 2025Q2: 20,300 shares; 2025Q3: 15,600 shares; 2025Q4: 13,800 shares 13,800 $2.72M 0.02% -1,800 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 9,336 shares; 2025Q1: 9,424 shares; 2025Q2: 8,625 shares; 2025Q3: 7,299 shares; 2025Q4: 5,801 shares 5,801 $2.72M 0.02% -1,498 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,990 shares; 2025Q2: 2,386 shares; 2025Q3: 4,048 shares; 2025Q4: 1,957 shares 1,957 $2.1M 0.02% -2,091 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 9,794 shares; 2025Q1: 10,864 shares; 2025Q2: not reported; 2025Q3: 8,617 shares; 2025Q4: 8,490 shares 8,490 $1.91M 0.02% -127 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 21,963 shares; 2025Q1: 25,303 shares; 2025Q2: not reported; 2025Q3: 25,303 shares; 2025Q4: 30,053 shares 30,053 $1.88M 0.02% +4,750 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: restricted; 2024Q3: 9,663 shares; 2024Q4: 9,410 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 14,354 shares; 2025Q4: 7,200 shares 7,200 $1.84M 0.02% -7,154 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,000 shares 3,000 $1.71M 0.01% -500 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,560 shares; 2024Q4: 23,124 shares; 2025Q1: 234,005 shares; 2025Q2: 212,004 shares; 2025Q3: 20,653 shares; 2025Q4: 19,600 shares 19,600 $1.7M 0.01% -1,053 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,840 shares; 2025Q4: 70,840 shares 70,840 $1.63M 0.01% -19,000 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,779 shares; 2024Q4: 144,779 shares; 2025Q1: 106,179 shares; 2025Q2: 90,179 shares; 2025Q3: 90,179 shares; 2025Q4: 90,179 shares 90,179 $1.61M 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,233 shares; 2024Q4: 11,230 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,289 shares; 2025Q4: 8,700 shares 8,700 $1.57M 0.01% -1,589 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 6,178 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 4,900 shares; 2025Q4: 4,500 shares 4,500 $1.51M 0.01% -400 Timeline RSSL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,900 shares; 2024Q4: 14,775 shares; 2025Q1: 14,775 shares; 2025Q2: 14,775 shares; 2025Q3: 14,775 shares; 2025Q4: 14,775 shares 14,775 $1.44M 0.01% 0 Timeline ARBE ARBE ROBOTICS LTD More: the full row for ARBE ROBOTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400,000 shares; 2024Q4: 1,400,000 shares; 2025Q1: 1,200,000 shares; 2025Q2: 1,200,000 shares; 2025Q3: 1,200,000 shares; 2025Q4: 1,200,000 shares 1,200,000 $1.42M 0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,997 shares; 2024Q4: 59,416 shares; 2025Q1: 52,907 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $1.36M 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 5,956 shares; 2025Q1: 5,535 shares; 2025Q2: 5,523 shares; 2025Q3: 5,091 shares; 2025Q4: 4,301 shares 4,301 $1.29M 0.01% -790 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,144 shares; 2024Q4: 15,167 shares; 2025Q1: 13,214 shares; 2025Q2: 12,091 shares; 2025Q3: 12,529 shares; 2025Q4: 10,535 shares 10,535 $1.23M 0.01% -1,994 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,802 shares; 2024Q4: 460,529 shares; 2025Q1: 457,885 shares; 2025Q2: 205,160 shares; 2025Q3: 46,769 shares; 2025Q4: 36,856 shares 36,856 $1.2M 0.01% -9,913 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,123 shares; 2024Q4: 16,123 shares; 2025Q1: 18,623 shares; 2025Q2: 18,623 shares; 2025Q3: 22,229 shares; 2025Q4: 22,229 shares 22,229 $1.2M 0.01% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 19,724 shares; 2025Q1: 43,127 shares; 2025Q2: 50,773 shares; 2025Q3: 48,092 shares; 2025Q4: 58,494 shares 58,494 $1.16M 0.01% +10,402 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: restricted; 2024Q3: 8,161 shares; 2024Q4: 8,766 shares; 2025Q1: 9,126 shares; 2025Q2: 9,126 shares; 2025Q3: 9,128 shares; 2025Q4: 7,877 shares 7,877 $1.11M 0.01% -1,251 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,139 shares; 2024Q4: 21,807 shares; 2025Q1: 16,228 shares; 2025Q2: 19,655 shares; 2025Q3: 14,247 shares; 2025Q4: 11,472 shares 11,472 $1.11M 0.01% -2,775 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,529 shares; 2024Q4: 21,119 shares; 2025Q1: 20,074 shares; 2025Q2: 21,884 shares; 2025Q3: 22,774 shares; 2025Q4: 34,811 shares 34,811 $1.05M 0.01% +12,037 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,738 shares; 2024Q4: 18,230 shares; 2025Q1: 18,069 shares; 2025Q2: 18,004 shares; 2025Q3: 17,031 shares; 2025Q4: 16,727 shares 16,727 $985K 0.01% -304 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,312 shares; 2025Q1: 8,334 shares; 2025Q2: 8,345 shares; 2025Q3: 5,499 shares; 2025Q4: 4,249 shares 4,249 $978K 0.01% -1,250 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: restricted; 2024Q3: 10,011 shares; 2024Q4: 16,855 shares; 2025Q1: 32,048 shares; 2025Q2: 35,026 shares; 2025Q3: 35,068 shares; 2025Q4: 39,273 shares 39,273 $954K 0.01% +4,205 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: restricted; 2024Q3: 6 shares; 2024Q4: 472,000 shares; 2025Q1: 635,406 shares; 2025Q2: 432,855 shares; 2025Q3: 10,625 shares; 2025Q4: 11,047 shares 11,047 $949K 0.01% +422 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,438 shares; 2025Q1: 5,050 shares; 2025Q2: 4,829 shares; 2025Q3: 6,000 shares; 2025Q4: 8,406 shares 8,406 $937K 0.01% +2,406 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 294,093 shares; 2025Q1: 168,285 shares; 2025Q2: 6,626 shares; 2025Q3: 11,119 shares; 2025Q4: 3,234 shares 3,234 $923K 0.01% -7,885 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,125 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 12,000 shares 12,000 $918K 0.01% -1,000 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 1,141 shares; 2025Q1: 1,666 shares; 2025Q2: 1,141 shares; 2025Q3: 6,778 shares; 2025Q4: 10,946 shares 10,946 $879K 0.01% +4,168 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,799 shares; 2024Q4: 65,799 shares; 2025Q1: 44,799 shares; 2025Q2: 44,799 shares; 2025Q3: 31,799 shares; 2025Q4: 28,799 shares 28,799 $860K 0.01% -3,000 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 15,529 shares; 2025Q1: 12,235 shares; 2025Q2: 603 shares; 2025Q3: 10,362 shares; 2025Q4: 8,956 shares 8,956 $839K 0.01% -1,406 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 125 shares; 2025Q3: 2,441 shares; 2025Q4: 4,536 shares 4,536 $832K 0.01% +2,095 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: 190,317 shares; 2025Q2: 4,360 shares; 2025Q3: 4,161 shares; 2025Q4: 5,302 shares 5,302 $814K 0.01% +1,141 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,591 shares; 2024Q4: 8,532 shares; 2025Q1: 1,558,341 shares; 2025Q2: 665,958 shares; 2025Q3: 662,491 shares; 2025Q4: 18,122 shares 18,122 $810K 0.01% -644,369 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,226 shares; 2025Q1: 1,137 shares; 2025Q2: 1,142 shares; 2025Q3: 1,116 shares; 2025Q4: 5,240 shares 5,240 $806K 0.01% +4,124 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,377 shares; 2024Q4: 40,045 shares; 2025Q1: 36,500 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 34,000 shares 34,000 $800K 0.01% -1,000 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,360 shares; 2025Q1: 8,410 shares; 2025Q2: 8,410 shares; 2025Q3: 8,410 shares; 2025Q4: 8,410 shares 8,410 $797K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 6,679 shares; 2025Q1: 2,088 shares; 2025Q2: 1,023 shares; 2025Q3: 1,770 shares; 2025Q4: 3,101 shares 3,101 $763K 0.01% +1,331 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,294 shares; 2025Q2: 1,256 shares; 2025Q3: 1,284 shares; 2025Q4: 1,327 shares 1,327 $760K 0.01% +43 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,500 shares; 2024Q4: 175,500 shares; 2025Q1: 175,500 shares; 2025Q2: 175,500 shares; 2025Q3: not reported; 2025Q4: 5,859 shares 5,859 $748K 0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,724 shares; 2024Q4: 26,724 shares; 2025Q1: 16,724 shares; 2025Q2: 16,724 shares; 2025Q3: 27,448 shares; 2025Q4: 19,948 shares 19,948 $727K 0.01% -7,500 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,165 shares; 2025Q1: 2,355 shares; 2025Q2: 2,238 shares; 2025Q3: 2,250 shares; 2025Q4: 2,299 shares 2,299 $721K 0.01% +49 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,310 shares; 2025Q1: 2,305 shares; 2025Q2: 2,296 shares; 2025Q3: 5,696 shares; 2025Q4: 2,655 shares 2,655 $705K 0.01% -3,041 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 4,357 shares; 2025Q1: 5,478 shares; 2025Q2: 5,699 shares; 2025Q3: 7,130 shares; 2025Q4: 8,213 shares 8,213 $680K 0.01% +1,083 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 3,329 shares 3,329 $676K 0.01% +3,053 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 7,061 shares; 2025Q1: 8,135 shares; 2025Q2: 10,215 shares; 2025Q3: 11,590 shares; 2025Q4: 14,743 shares 14,743 $676K 0.01% +3,153 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,154 shares; 2025Q1: 6,805 shares; 2025Q2: 6,346 shares; 2025Q3: 5,411 shares; 2025Q4: 5,000 shares 5,000 $665K 0.01% -411 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,785 shares; 2025Q3: 9,066 shares; 2025Q4: 7,600 shares 7,600 $662K 0.01% -1,466 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,912 shares 6,912 $647K 0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,570 shares; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares; 2025Q4: 32,730 shares 32,730 $641K 0.01% +20,160 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,930 shares; 2024Q4: 17,740 shares; 2025Q1: 8,988 shares; 2025Q2: 8,174 shares; 2025Q3: 7,151 shares; 2025Q4: 6,117 shares 6,117 $628K 0.01% -1,034 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 8,795 shares; 2025Q1: 6,856 shares; 2025Q2: 4,654 shares; 2025Q3: 9,367 shares; 2025Q4: 3,602 shares 3,602 $617K 0.01% -5,765 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,876 shares; 2024Q4: 513,752 shares; 2025Q1: 313,752 shares; 2025Q2: not reported; 2025Q3: 213,752 shares; 2025Q4: 213,752 shares 213,752 $611K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: 2,353 shares; 2025Q2: 1,946 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares 1,946 $599K 0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares 11,100 $599K 0.01% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 209 shares; 2025Q1: 4,672 shares; 2025Q2: 6,659 shares; 2025Q3: 8,733 shares; 2025Q4: 12,265 shares 12,265 $583K 0.01% +3,532 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 4,475 shares; 2025Q2: 6,380 shares; 2025Q3: 8,360 shares; 2025Q4: 11,750 shares 11,750 $583K 0.01% +3,390 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 257 shares; 2025Q1: 5,737 shares; 2025Q2: 8,177 shares; 2025Q3: 10,726 shares; 2025Q4: 15,060 shares 15,060 $583K 0.01% +4,334 Timeline BRRR COINSHARES BITCOIN ETF More: the full row for COINSHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,988 shares; 2025Q2: not reported; 2025Q3: 16,809 shares; 2025Q4: 23,570 shares 23,570 $583K 0.01% +6,761 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,093 shares; 2025Q2: 3,840 shares; 2025Q3: 4,340 shares; 2025Q4: 4,340 shares 4,340 $555K <0.01% 0 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,173 shares; 2024Q4: 26,453 shares; 2025Q1: 21,259 shares; 2025Q2: 21,059 shares; 2025Q3: 19,015 shares; 2025Q4: 15,470 shares 15,470 $546K <0.01% -3,545 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: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,288 shares; 2025Q1: 5,511 shares; 2025Q2: 5,882 shares; 2025Q3: 6,382 shares; 2025Q4: 6,209 shares 6,209 $519K <0.01% -173 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,875 shares; 2024Q4: 12,261 shares; 2025Q1: 7,457 shares; 2025Q2: 6,644 shares; 2025Q3: 5,689 shares; 2025Q4: 4,710 shares 4,710 $508K <0.01% -979 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 100,000 shares; 2025Q1: 75,000 shares; 2025Q2: 55,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $492K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,739 shares; 2024Q4: 33,739 shares; 2025Q1: 27,239 shares; 2025Q2: 13,939 shares; 2025Q3: 21,290 shares; 2025Q4: 21,290 shares 21,290 $490K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,300 shares; 2024Q4: 1,827,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares 7,400 $484K <0.01% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 15,500 shares 15,500 $472K <0.01% -3,500 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 2,730 shares; 2025Q3: 800 shares; 2025Q4: 2,642 shares 2,642 $470K <0.01% +1,842 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 956 shares 956 $466K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 9,529 shares; 2025Q1: 8,238 shares; 2025Q2: 7,581 shares; 2025Q3: 5,786 shares; 2025Q4: 5,506 shares 5,506 $461K <0.01% -280 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 246 shares; 2025Q1: 916 shares; 2025Q2: 257 shares; 2025Q3: 267 shares; 2025Q4: 354 shares 354 $430K <0.01% +87 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,220 shares 16,220 $393K <0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 924 shares; 2025Q1: 998 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares 1,033 $386K <0.01% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,367 shares; 2025Q1: 3,036 shares; 2025Q2: 3,342 shares; 2025Q3: 2,386 shares; 2025Q4: 562 shares 562 $385K <0.01% -1,824 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,060 shares 7,060 $381K <0.01% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 9,184 shares; 2025Q1: 9,184 shares; 2025Q2: 9,184 shares; 2025Q3: 15,024 shares; 2025Q4: 13,024 shares 13,024 $374K <0.01% -2,000 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,338 shares; 2024Q4: 9,824 shares; 2025Q1: 6,000 shares; 2025Q2: 6,004 shares; 2025Q3: 6,000 shares; 2025Q4: 4,000 shares 4,000 $349K <0.01% -2,000 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $331K <0.01% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,281 shares; 2025Q1: 2,999 shares; 2025Q2: 2,301 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares 1,551 $321K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares 5,900 $298K <0.01% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,510 shares; 2025Q1: 3,680 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares 2,980 $294K <0.01% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,876 shares 4,876 $293K <0.01% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,710 shares 2,710 $280K <0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 4,194 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 2,095 shares 2,095 $275K <0.01% -575 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,780 shares; 2024Q4: 37,780 shares; 2025Q1: 13,280 shares; 2025Q2: 13,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,280 shares 4,280 $274K <0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,070 shares; 2024Q4: 629,168 shares; 2025Q1: 884,223 shares; 2025Q2: 985,092 shares; 2025Q3: 850,765 shares; 2025Q4: 18,000 shares 18,000 $270K <0.01% -832,765 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 5,820 shares; 2025Q1: 4,920 shares; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares; 2025Q4: 4,170 shares 4,170 $266K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 365 shares; 2025Q2: 357 shares; 2025Q3: 327 shares; 2025Q4: 2,760 shares 2,760 $259K <0.01% +2,433 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,897 shares; 2024Q4: 24,520 shares; 2025Q1: 21,245 shares; 2025Q2: 19,540 shares; 2025Q3: 19,000 shares; 2025Q4: 17,000 shares 17,000 $258K <0.01% -2,000 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,887 shares; 2025Q3: 1,303 shares; 2025Q4: 948 shares 948 $255K <0.01% -355 Timeline VLN VALENS SEMICONDUCTOR LTD More: the full row for VALENS SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,616 shares; 2024Q4: 179,616 shares; 2025Q1: 179,616 shares; 2025Q2: 179,616 shares; 2025Q3: 179,616 shares; 2025Q4: 179,616 shares 179,616 $255K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,825 shares; 2025Q1: 28,447 shares; 2025Q2: 3,771 shares; 2025Q3: 3,961 shares; 2025Q4: 6,879 shares 6,879 $254K <0.01% +2,918 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 494 shares; 2025Q3: 486 shares; 2025Q4: 439 shares 439 $249K <0.01% -47 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 649 shares; 2025Q1: 570 shares; 2025Q2: 620 shares; 2025Q3: 469 shares; 2025Q4: 511 shares 511 $240K <0.01% +42 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,955 shares; 2025Q2: 1,354 shares; 2025Q3: 5,948 shares; 2025Q4: 1,127 shares 1,127 $196K <0.01% -4,821 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 591 shares; 2025Q1: 1,396 shares; 2025Q2: 1,263 shares; 2025Q3: 591 shares; 2025Q4: 591 shares 591 $195K <0.01% 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: restricted; 2024Q3: 101,727 shares; 2024Q4: 41,255 shares; 2025Q1: 40,933 shares; 2025Q2: 40,767 shares; 2025Q3: 330 shares; 2025Q4: 218 shares 218 $192K <0.01% -112 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 6,315 shares; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,899 shares 2,899 $189K <0.01% +99 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: not reported; 2025Q4: 7,000 shares 7,000 $186K <0.01% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares 1,590 $181K <0.01% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,520 shares; 2025Q3: 1,599 shares; 2025Q4: 1,477 shares 1,477 $178K <0.01% -122 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,599 shares 5,599 $178K <0.01% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 193 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203 $175K <0.01% 0 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares 5,300 $175K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 3,350 shares; 2025Q4: 4,619 shares 4,619 $171K <0.01% +1,269 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares 1,109 $169K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 714 shares 714 $167K <0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 8 shares; 2025Q1: 896 shares; 2025Q2: 883 shares; 2025Q3: 788 shares; 2025Q4: 673 shares 673 $163K <0.01% -115 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 4,481 shares; 2025Q1: 4,481 shares; 2025Q2: not reported; 2025Q3: 3,231 shares; 2025Q4: 1,302 shares 1,302 $159K <0.01% -1,929 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 3,569 shares; 2025Q1: 343,389 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares 2,780 $141K <0.01% 0 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: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 2,689 shares; 2025Q2: 4,269 shares; 2025Q3: 6,502 shares; 2025Q4: 11,273 shares 11,273 $137K <0.01% +4,771 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,208 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,128 shares 2,128 $136K <0.01% -180 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,063 shares; 2025Q4: 3,063 shares 3,063 $135K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $134K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987,500 shares; 2024Q4: 1,050,637 shares; 2025Q1: 913,514 shares; 2025Q2: 898 shares; 2025Q3: 1,251 shares; 2025Q4: 2,240 shares 2,240 $134K <0.01% +989 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,929 shares; 2024Q4: 3,235 shares; 2025Q1: 3,110 shares; 2025Q2: 4,279 shares; 2025Q3: 1,667 shares; 2025Q4: 651 shares 651 $129K <0.01% -1,016 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares 1,765 $128K <0.01% 0 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: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 640 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares 1,240 $127K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,000 shares 61,000 $120K <0.01% new Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,000 shares; 2024Q4: 22,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $116K <0.01% 0 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,683 shares; 2024Q4: 14,993 shares; 2025Q1: 8,126 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,000 shares 4,000 $108K <0.01% -1,000 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,337 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares 721 $103K <0.01% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares 4,080 $103K <0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 3,935 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $102K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $101K <0.01% 0 Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,479 shares; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares 1,479 $95K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares 98 $86K <0.01% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,767 shares; 2025Q1: 2,153 shares; 2025Q2: 2,356 shares; 2025Q3: 2,496 shares; 2025Q4: 287 shares 287 $85K <0.01% -2,209 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 459 shares 459 $79K <0.01% new Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,777 shares; 2025Q2: 1,777 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares 1,777 $75K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares 356 $74K <0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 989 shares 989 $73K <0.01% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares 2,230 $71K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,306 shares 2,306 $69K <0.01% new Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,466 shares; 2025Q1: 1,466 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares 1,466 $69K <0.01% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 1,371 shares; 2025Q1: 1,111 shares; 2025Q2: 1,088 shares; 2025Q3: 738 shares; 2025Q4: 738 shares 738 $68K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,502 shares; 2025Q1: 2,449 shares; 2025Q2: 2,191 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares 1,483 $68K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $68K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares 358 $66K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 108 shares; 2025Q3: 123 shares; 2025Q4: 72 shares 72 $65K <0.01% -51 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364 shares 1,364 $64K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258 shares 258 $63K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021,163 shares; 2024Q4: 7,124 shares; 2025Q1: 1,448,648 shares; 2025Q2: 1,723 shares; 2025Q3: 1,120,841 shares; 2025Q4: 794 shares 794 $62K <0.01% -1,120,047 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 141 shares; 2025Q3: 25 shares; 2025Q4: 279 shares 279 $58K <0.01% +254 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares 1,960 $58K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197 shares 197 $57K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares 190 $57K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares 317 $57K <0.01% new Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 744 shares 744 $57K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: not reported; 2025Q4: 84 shares 84 $56K <0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $56K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares 40 $56K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,096 shares; 2025Q2: 482 shares; 2025Q3: 582 shares; 2025Q4: 871 shares 871 $56K <0.01% +289 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: 159 shares 159 $56K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares 203 $55K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares 91 $55K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 157 shares; 2025Q3: 196 shares; 2025Q4: 279 shares 279 $54K <0.01% +83 Timeline MOMO HELLO GROUP INC More: the full row for HELLO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,140 shares; 2025Q1: 8,140 shares; 2025Q2: 8,140 shares; 2025Q3: 8,140 shares; 2025Q4: 8,140 shares 8,140 $53K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226 shares; 2025Q1: 350 shares; 2025Q2: 418 shares; 2025Q3: not reported; 2025Q4: 484 shares 484 $52K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 528 shares; 2025Q1: 724 shares; 2025Q2: 639 shares; 2025Q3: not reported; 2025Q4: 683 shares 683 $52K <0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273 shares 273 $51K <0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 54 shares; 2025Q1: 84 shares; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 76 shares 76 $51K <0.01% -17 Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,038 shares; 2024Q4: 21,899 shares; 2025Q1: 11,154 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 4,000 shares 4,000 $51K <0.01% -2,000 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 548 shares 548 $50K <0.01% new Timeline ACSI TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares 735 $49K <0.01% 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: restricted; 2024Q3: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares 125 $48K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: not reported; 2025Q4: 724 shares 724 $48K <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 397 shares 397 $45K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 342 shares; 2025Q3: 577 shares; 2025Q4: 816 shares 816 $44K <0.01% +239 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 4,439 shares; 2025Q1: 4,423 shares; 2025Q2: 3,953 shares; 2025Q3: 1,324 shares; 2025Q4: 609 shares 609 $43K <0.01% -715 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189 shares 189 $43K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares 821 $43K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 536 shares 536 $41K <0.01% -7 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105 shares 105 $39K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,875 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares 460 $37K <0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134 shares; 2025Q1: not reported; 2025Q2: 221 shares; 2025Q3: not reported; 2025Q4: 329 shares 329 $37K <0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,565 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares 1,665 $36K <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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 394 shares 394 $35K <0.01% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $34K <0.01% 0 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 622 shares; 2025Q2: 540 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $34K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares 130 $33K <0.01% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $32K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares 359 $31K <0.01% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153 shares 153 $30K <0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares 140 $30K <0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,366 shares; 2025Q1: 1,046 shares; 2025Q2: 433 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $30K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $29K <0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 757 shares; 2025Q2: 436 shares; 2025Q3: not reported; 2025Q4: 346 shares 346 $29K <0.01% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347 shares 347 $26K <0.01% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 765 shares; 2025Q4: 765 shares 765 $26K <0.01% 0 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $26K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares 450 $24K <0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126 shares 126 $24K <0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,983 shares; 2024Q4: 151,712 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,267 shares 1,267 $23K <0.01% -106 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares; 2025Q4: 340 shares 340 $23K <0.01% -3,295 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571 shares 571 $22K <0.01% new 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares 266 $21K <0.01% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233 shares 233 $20K <0.01% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares 238 $19K <0.01% new Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284 shares 284 $18K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares 164 $18K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 1,173 shares; 2025Q1: 715 shares; 2025Q2: 457 shares; 2025Q3: 579 shares; 2025Q4: 84 shares 84 $18K <0.01% -495 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 4,864 shares; 2025Q1: 2,948 shares; 2025Q2: 1,883 shares; 2025Q3: 2,395 shares; 2025Q4: 324 shares 324 $17K <0.01% -2,071 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,330 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,296 shares 1,296 $17K <0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares 361 $17K <0.01% new 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: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $16K <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: restricted; 2024Q3: 58 shares; 2024Q4: 26 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $15K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares 64 $15K <0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 806 shares 806 $15K <0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,133 shares; 2024Q4: 1,773 shares; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 127 shares; 2025Q4: 127 shares 127 $15K <0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $15K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 4,645 shares; 2025Q1: 2,827 shares; 2025Q2: 1,819 shares; 2025Q3: 2,290 shares; 2025Q4: 288 shares 288 $14K <0.01% -2,002 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: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 2,540 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $13K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $11K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 785 shares; 2025Q1: 448 shares; 2025Q2: 277 shares; 2025Q3: 359 shares; 2025Q4: 52 shares 52 $10K <0.01% -307 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236 shares 236 $10K <0.01% new Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares 40 $9K <0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares 36 $9K <0.01% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $9K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124 shares 124 $9K <0.01% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,365 shares; 2024Q4: 9,565 shares; 2025Q1: 1,835 shares; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $9K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,600 shares; 2024Q4: 15,600 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $8K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares 78 $6K <0.01% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $6K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $5K <0.01% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 90 shares 90 $5K <0.01% -90 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $4K <0.01% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $3K <0.01% 0 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares 196 $3K <0.01% 0 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69 shares 69 $3K <0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 651,012 shares; 2025Q1: 1,012 shares; 2025Q2: 225,014 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $1K <0.01% 0 Timeline