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: 25,243 shares; 2024Q4: 242,261 shares; 2025Q1: 237,685 shares; 2025Q2: 173,956 shares; 2025Q3: 168,060 shares; 2025Q4: 162,136 shares 162,136 $56.1M 5.28% -5,924 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: 200,953 shares; 2024Q4: 205,967 shares; 2025Q1: 204,405 shares; 2025Q2: 205,135 shares; 2025Q3: 204,751 shares; 2025Q4: 202,383 shares 202,383 $55M 5.18% -2,368 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: 64,167 shares; 2024Q4: 69,806 shares; 2025Q1: 71,186 shares; 2025Q2: 129,044 shares; 2025Q3: 134,335 shares; 2025Q4: 129,750 shares 129,750 $40.6M 3.82% -4,585 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: 76,219 shares; 2024Q4: 78,561 shares; 2025Q1: 78,611 shares; 2025Q2: 82,131 shares; 2025Q3: 81,880 shares; 2025Q4: 81,707 shares 81,707 $39.5M 3.72% -173 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: 16,860 shares; 2024Q4: 161,255 shares; 2025Q1: 159,256 shares; 2025Q2: 203,343 shares; 2025Q3: 200,534 shares; 2025Q4: 199,347 shares 199,347 $37.2M 3.5% -1,187 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: 123,206 shares; 2024Q4: 126,045 shares; 2025Q1: 124,973 shares; 2025Q2: 111,909 shares; 2025Q3: 111,895 shares; 2025Q4: 110,099 shares 110,099 $35.5M 3.34% -1,796 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: 27,778 shares; 2024Q4: 29,126 shares; 2025Q1: 28,896 shares; 2025Q2: 40,809 shares; 2025Q3: 41,886 shares; 2025Q4: 40,854 shares 40,854 $27M 2.54% -1,032 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: not reported; 2025Q1: 145,355 shares; 2025Q2: 154,980 shares; 2025Q3: 156,690 shares; 2025Q4: 152,162 shares 152,162 $26M 2.45% -4,528 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: 249,773 shares; 2024Q4: 258,369 shares; 2025Q1: 258,310 shares; 2025Q2: 216,674 shares; 2025Q3: 220,025 shares; 2025Q4: 218,372 shares 218,372 $24.3M 2.29% -1,653 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: 91,052 shares; 2024Q4: 95,929 shares; 2025Q1: 99,074 shares; 2025Q2: 122,715 shares; 2025Q3: 123,265 shares; 2025Q4: 119,962 shares 119,962 $20.5M 1.93% -3,303 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: 229,155 shares; 2024Q4: 243,781 shares; 2025Q1: 246,153 shares; 2025Q2: 268,522 shares; 2025Q3: 270,185 shares; 2025Q4: 263,619 shares 263,619 $20.3M 1.91% -6,566 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: 48,840 shares; 2024Q4: 55,954 shares; 2025Q1: 61,879 shares; 2025Q2: 93,730 shares; 2025Q3: 95,129 shares; 2025Q4: 96,456 shares 96,456 $20M 1.88% +1,327 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: 46,162 shares; 2024Q4: 49,081 shares; 2025Q1: 49,494 shares; 2025Q2: 57,583 shares; 2025Q3: 58,022 shares; 2025Q4: 57,232 shares 57,232 $19.7M 1.85% -790 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,991 shares; 2024Q4: 125,839 shares; 2025Q1: 134,426 shares; 2025Q2: 182,798 shares; 2025Q3: 184,470 shares; 2025Q4: 182,075 shares 182,075 $19.2M 1.8% -2,395 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: 85,064 shares; 2024Q4: 93,636 shares; 2025Q1: 93,984 shares; 2025Q2: 79,043 shares; 2025Q3: 79,105 shares; 2025Q4: 81,424 shares 81,424 $18.8M 1.77% +2,319 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: 50,712 shares; 2024Q4: 51,613 shares; 2025Q1: 51,933 shares; 2025Q2: 49,640 shares; 2025Q3: 49,589 shares; 2025Q4: 48,322 shares 48,322 $18.5M 1.74% -1,267 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: 60,773 shares; 2024Q4: 65,382 shares; 2025Q1: 66,821 shares; 2025Q2: 67,123 shares; 2025Q3: 67,621 shares; 2025Q4: 67,261 shares 67,261 $18.4M 1.73% -360 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,729 shares; 2024Q4: 57,919 shares; 2025Q1: 59,008 shares; 2025Q2: 59,330 shares; 2025Q3: 59,862 shares; 2025Q4: 58,586 shares 58,586 $18.3M 1.72% -1,276 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 115,439 shares; 2025Q3: 123,548 shares; 2025Q4: 121,153 shares 121,153 $17.4M 1.64% -2,395 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: 13,306 shares; 2024Q4: 14,141 shares; 2025Q1: 14,345 shares; 2025Q2: 14,898 shares; 2025Q3: 15,267 shares; 2025Q4: 15,361 shares 15,361 $16.5M 1.55% +94 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: 11,408 shares; 2024Q4: 16,131 shares; 2025Q1: 18,090 shares; 2025Q2: 20,895 shares; 2025Q3: 34,447 shares; 2025Q4: 35,839 shares 35,839 $16.1M 1.52% +1,392 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: 77,727 shares; 2024Q4: 77,626 shares; 2025Q1: 77,833 shares; 2025Q2: 51,747 shares; 2025Q3: 51,212 shares; 2025Q4: 50,488 shares 50,488 $16.1M 1.51% -724 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,665 shares; 2025Q1: 1,688 shares; 2025Q2: 40,072 shares; 2025Q3: 42,156 shares; 2025Q4: 40,893 shares 40,893 $14.4M 1.36% -1,263 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: 6,697 shares; 2024Q4: 33,474 shares; 2025Q1: 33,585 shares; 2025Q2: 29,495 shares; 2025Q3: 29,980 shares; 2025Q4: 29,805 shares 29,805 $14M 1.32% -175 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,079 shares; 2025Q1: 112,021 shares; 2025Q2: 158,726 shares; 2025Q3: 216,579 shares; 2025Q4: 282,328 shares 282,328 $14M 1.32% +65,749 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,008 shares; 2024Q4: 155,428 shares; 2025Q1: 159,886 shares; 2025Q2: 120,052 shares; 2025Q3: 118,894 shares; 2025Q4: 115,912 shares 115,912 $13.9M 1.31% -2,982 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: 5,018 shares; 2024Q4: 9,365 shares; 2025Q1: 6,736 shares; 2025Q2: 10,357 shares; 2025Q3: 10,783 shares; 2025Q4: 18,233 shares 18,233 $12.4M 1.17% +7,450 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,404 shares; 2025Q1: 98,094 shares; 2025Q2: 137,491 shares; 2025Q3: 185,925 shares; 2025Q4: 239,159 shares 239,159 $11.9M 1.12% +53,234 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 304,836 shares 304,836 $11.8M 1.11% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923,703 shares; 2024Q4: 915,572 shares; 2025Q1: 903,097 shares; 2025Q2: 901,775 shares; 2025Q3: 897,282 shares; 2025Q4: 896,997 shares 896,997 $11.8M 1.11% -285 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,312 shares; 2025Q1: 94,266 shares; 2025Q2: 134,010 shares; 2025Q3: 183,979 shares; 2025Q4: 236,718 shares 236,718 $11.7M 1.1% +52,739 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,648 shares; 2024Q4: 67,487 shares; 2025Q1: 68,164 shares; 2025Q2: 71,093 shares; 2025Q3: 69,570 shares; 2025Q4: 68,666 shares 68,666 $11M 1.04% -904 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: 610 shares; 2024Q4: 670 shares; 2025Q1: 675 shares; 2025Q2: 12,799 shares; 2025Q3: 13,739 shares; 2025Q4: 12,389 shares 12,389 $10.7M 1.01% -1,350 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: 33,933 shares; 2024Q4: 36,411 shares; 2025Q1: 37,021 shares; 2025Q2: 39,884 shares; 2025Q3: 40,526 shares; 2025Q4: 40,302 shares 40,302 $10.7M 1.01% -224 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: 32,664 shares; 2024Q4: 35,606 shares; 2025Q1: 35,988 shares; 2025Q2: 28,873 shares; 2025Q3: 29,232 shares; 2025Q4: 29,560 shares 29,560 $10.4M 0.98% +328 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,323 shares; 2025Q4: 196,156 shares 196,156 $10.1M 0.95% +6,833 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,823 shares; 2024Q4: 53,265 shares; 2025Q1: 55,220 shares; 2025Q2: 46,897 shares; 2025Q3: 45,823 shares; 2025Q4: 43,173 shares 43,173 $9.99M 0.94% -2,650 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,520 shares; 2024Q4: 34,524 shares; 2025Q1: 35,030 shares; 2025Q2: 25,253 shares; 2025Q3: 25,405 shares; 2025Q4: 25,612 shares 25,612 $9.97M 0.94% +207 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,036 shares; 2024Q4: 32,730 shares; 2025Q1: 34,369 shares; 2025Q2: 45,074 shares; 2025Q3: 45,922 shares; 2025Q4: 45,559 shares 45,559 $9.89M 0.93% -363 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,817 shares; 2025Q1: 74,534 shares; 2025Q2: 113,004 shares; 2025Q3: 155,105 shares; 2025Q4: 199,054 shares 199,054 $9.86M 0.93% +43,949 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,162 shares; 2024Q4: 57,317 shares; 2025Q1: 58,312 shares; 2025Q2: 46,975 shares; 2025Q3: 47,219 shares; 2025Q4: 47,209 shares 47,209 $9.83M 0.93% -10 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: 23,320 shares; 2024Q4: 72,559 shares; 2025Q1: 73,129 shares; 2025Q2: 77,788 shares; 2025Q3: 78,584 shares; 2025Q4: 79,146 shares 79,146 $9.52M 0.9% +562 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,607 shares; 2024Q4: 32,392 shares; 2025Q1: 34,394 shares; 2025Q2: 31,801 shares; 2025Q3: 31,893 shares; 2025Q4: 31,566 shares 31,566 $9.27M 0.87% -327 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311,309 shares; 2025Q3: 338,484 shares; 2025Q4: 311,386 shares 311,386 $8.76M 0.82% -27,098 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,248 shares; 2025Q1: 42,899 shares; 2025Q2: 30,850 shares; 2025Q3: 30,618 shares; 2025Q4: 29,993 shares 29,993 $7.87M 0.74% -625 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: 18,217 shares; 2024Q4: 20,357 shares; 2025Q1: 20,347 shares; 2025Q2: 19,855 shares; 2025Q3: 40,430 shares; 2025Q4: 40,056 shares 40,056 $7.81M 0.74% -374 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: 12,710 shares; 2024Q4: 14,281 shares; 2025Q1: 13,837 shares; 2025Q2: 23,569 shares; 2025Q3: 23,100 shares; 2025Q4: 23,311 shares 23,311 $7.32M 0.69% +211 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,421 shares; 2024Q4: 15,923 shares; 2025Q1: 16,129 shares; 2025Q2: 13,151 shares; 2025Q3: 13,323 shares; 2025Q4: 13,190 shares 13,190 $6.89M 0.65% -133 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,535 shares; 2024Q4: 55,025 shares; 2025Q1: 56,310 shares; 2025Q2: 41,953 shares; 2025Q3: 42,119 shares; 2025Q4: 41,536 shares 41,536 $6.73M 0.63% -583 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: 31,828 shares; 2024Q4: 37,768 shares; 2025Q1: 39,375 shares; 2025Q2: 41,851 shares; 2025Q3: 42,529 shares; 2025Q4: 42,758 shares 42,758 $6.57M 0.62% +229 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,520 shares; 2024Q4: 16,412 shares; 2025Q1: 16,201 shares; 2025Q2: 15,500 shares; 2025Q3: 14,651 shares; 2025Q4: 15,192 shares 15,192 $5.62M 0.53% +541 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 12,551 shares; 2025Q3: 13,044 shares; 2025Q4: 13,268 shares 13,268 $5.6M 0.53% +224 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: 8,404 shares; 2024Q4: 8,974 shares; 2025Q1: 8,964 shares; 2025Q2: 5,389 shares; 2025Q3: 5,394 shares; 2025Q4: 7,935 shares 7,935 $5.43M 0.51% +2,541 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: 34,838 shares; 2024Q4: 34,299 shares; 2025Q1: 33,920 shares; 2025Q2: 31,122 shares; 2025Q3: 29,636 shares; 2025Q4: 29,456 shares 29,456 $5.4M 0.51% -180 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: 7,946 shares; 2024Q4: 10,624 shares; 2025Q1: 11,556 shares; 2025Q2: 27,147 shares; 2025Q3: 27,319 shares; 2025Q4: 27,680 shares 27,680 $4.92M 0.46% +361 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 883 shares; 2025Q1: 957 shares; 2025Q2: 1,034 shares; 2025Q3: 1,195 shares; 2025Q4: 13,855 shares 13,855 $4.65M 0.44% +12,660 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,837 shares; 2025Q1: 4,602 shares; 2025Q2: 4,551 shares; 2025Q3: 4,556 shares; 2025Q4: 46,123 shares 46,123 $4.32M 0.41% +41,567 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,134 shares 83,134 $4.18M 0.39% new 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: 316 shares; 2024Q4: 796 shares; 2025Q1: 739 shares; 2025Q2: 4,301 shares; 2025Q3: 4,337 shares; 2025Q4: 4,717 shares 4,717 $4.15M 0.39% +380 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,622 shares; 2024Q4: 6,745 shares; 2025Q1: 6,619 shares; 2025Q2: 6,923 shares; 2025Q3: 6,893 shares; 2025Q4: 6,877 shares 6,877 $3.94M 0.37% -16 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 3,718 shares; 2025Q1: 3,340 shares; 2025Q2: 14,780 shares; 2025Q3: 15,701 shares; 2025Q4: 15,858 shares 15,858 $3.62M 0.34% +157 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: 6,596 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 22,350 shares; 2025Q3: 26,508 shares; 2025Q4: 26,772 shares 26,772 $3.29M 0.31% +264 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,007 shares; 2025Q1: 6,921 shares; 2025Q2: 10,052 shares; 2025Q3: 10,030 shares; 2025Q4: 11,185 shares 11,185 $3.17M 0.3% +1,155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,312 shares; 2025Q3: 14,380 shares; 2025Q4: 14,225 shares 14,225 $2.97M 0.28% -155 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 33 shares; 2025Q1: 31 shares; 2025Q2: 8,334 shares; 2025Q3: 9,026 shares; 2025Q4: 8,263 shares 8,263 $2.68M 0.25% -763 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,858 shares; 2025Q1: 4,746 shares; 2025Q2: 5,723 shares; 2025Q3: 5,750 shares; 2025Q4: 5,737 shares 5,737 $2.6M 0.24% -13 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 12,462 shares; 2025Q1: 12,296 shares; 2025Q2: 14,687 shares; 2025Q3: 15,738 shares; 2025Q4: 15,558 shares 15,558 $2.53M 0.24% -180 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,390 shares; 2024Q4: 28,997 shares; 2025Q1: 28,523 shares; 2025Q2: 28,760 shares; 2025Q3: 29,638 shares; 2025Q4: 29,490 shares 29,490 $2.52M 0.24% -148 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,063 shares; 2024Q4: 22,998 shares; 2025Q1: 22,766 shares; 2025Q2: 30,619 shares; 2025Q3: 30,315 shares; 2025Q4: 29,910 shares 29,910 $2.52M 0.24% -405 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,019 shares; 2025Q1: 6,524 shares; 2025Q2: 15,241 shares; 2025Q3: 15,225 shares; 2025Q4: 15,204 shares 15,204 $2.45M 0.23% -21 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: 470 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 449 shares 449 $2.4M 0.23% +1 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 13,905 shares; 2025Q3: 14,751 shares; 2025Q4: 14,716 shares 14,716 $2.34M 0.22% -35 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,359 shares; 2024Q4: 31,916 shares; 2025Q1: 28,587 shares; 2025Q2: 14,130 shares; 2025Q3: 14,073 shares; 2025Q4: 13,960 shares 13,960 $2.27M 0.21% -113 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 10,711 shares; 2025Q3: 10,710 shares; 2025Q4: 10,632 shares 10,632 $2.18M 0.21% -78 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: 1,312 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 11,386 shares; 2025Q3: 11,326 shares; 2025Q4: 11,286 shares 11,286 $2.08M 0.2% -40 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: not reported; 2024Q4: 12,367 shares; 2025Q1: 14,532 shares; 2025Q2: 1,658 shares; 2025Q3: 5,410 shares; 2025Q4: 5,478 shares 5,478 $2.05M 0.19% +68 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: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15,723 shares 15,723 $1.91M 0.18% +15,708 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 14,083 shares; 2025Q1: 13,780 shares; 2025Q2: 11,122 shares; 2025Q3: 11,133 shares; 2025Q4: 11,078 shares 11,078 $1.88M 0.18% -55 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 7,814 shares; 2025Q1: 9,281 shares; 2025Q2: 10,922 shares; 2025Q3: 10,863 shares; 2025Q4: 12,452 shares 12,452 $1.85M 0.17% +1,589 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 2,964 shares; 2025Q3: 2,951 shares; 2025Q4: 3,139 shares 3,139 $1.82M 0.17% +188 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: 19,007 shares; 2024Q4: 23,659 shares; 2025Q1: 24,475 shares; 2025Q2: 20,344 shares; 2025Q3: 20,848 shares; 2025Q4: 21,585 shares 21,585 $1.76M 0.17% +737 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: 234 shares; 2024Q4: 970 shares; 2025Q1: 1,283 shares; 2025Q2: 10,167 shares; 2025Q3: 10,951 shares; 2025Q4: 8,521 shares 8,521 $1.73M 0.16% -2,430 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,217 shares; 2024Q4: 7,338 shares; 2025Q1: 7,265 shares; 2025Q2: 12,564 shares; 2025Q3: 12,596 shares; 2025Q4: 12,364 shares 12,364 $1.68M 0.16% -232 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 20,026 shares; 2025Q3: 20,103 shares; 2025Q4: 17,262 shares 17,262 $1.65M 0.15% -2,841 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,972 shares; 2025Q4: 32,233 shares 32,233 $1.62M 0.15% +12,261 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: 5,030 shares; 2024Q4: 5,613 shares; 2025Q1: 5,111 shares; 2025Q2: 5,106 shares; 2025Q3: 5,198 shares; 2025Q4: 10,683 shares 10,683 $1.54M 0.14% +5,485 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 172 shares; 2025Q1: 6,141 shares; 2025Q2: 13,954 shares; 2025Q3: 18,447 shares; 2025Q4: 18,290 shares 18,290 $1.47M 0.14% -157 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667 shares; 2025Q2: 954 shares; 2025Q3: 15,093 shares; 2025Q4: 19,058 shares 19,058 $1.41M 0.13% +3,965 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: 712 shares; 2024Q4: 1,136 shares; 2025Q1: 1,121 shares; 2025Q2: 2,240 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares 2,259 $1.39M 0.13% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,806 shares; 2024Q4: 27,027 shares; 2025Q1: 27,027 shares; 2025Q2: 26,733 shares; 2025Q3: 26,809 shares; 2025Q4: 25,568 shares 25,568 $1.38M 0.13% -1,241 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,346 shares; 2024Q4: 42,248 shares; 2025Q1: 47,080 shares; 2025Q2: 11,443 shares; 2025Q3: 6,661 shares; 2025Q4: 6,020 shares 6,020 $1.29M 0.12% -641 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,883 shares; 2025Q1: 3,774 shares; 2025Q2: 4,106 shares; 2025Q3: 4,213 shares; 2025Q4: 4,462 shares 4,462 $1.23M 0.12% +249 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 925 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 5,187 shares 5,187 $1.19M 0.11% +800 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,189 shares; 2024Q4: 220,189 shares; 2025Q1: 220,189 shares; 2025Q2: 220,189 shares; 2025Q3: 220,189 shares; 2025Q4: 220,189 shares 220,189 $1.13M 0.11% 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: 743 shares; 2024Q4: 1,357 shares; 2025Q1: 1,260 shares; 2025Q2: 1,264 shares; 2025Q3: 1,291 shares; 2025Q4: 1,758 shares 1,758 $1.1M 0.1% +467 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 12,104 shares; 2025Q1: 11,917 shares; 2025Q2: 7,942 shares; 2025Q3: 7,922 shares; 2025Q4: 7,888 shares 7,888 $1.07M 0.1% -34 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $1.07M 0.1% 0 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,316 shares; 2025Q1: 8,672 shares; 2025Q2: 11,496 shares; 2025Q3: 18,351 shares; 2025Q4: 21,802 shares 21,802 $1.05M 0.1% +3,451 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 775 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 12,328 shares 12,328 $1.04M 0.1% +11,510 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,349 shares; 2025Q1: 8,883 shares; 2025Q2: 11,841 shares; 2025Q3: 18,975 shares; 2025Q4: 22,523 shares 22,523 $1.04M 0.1% +3,548 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,202 shares 3,202 $1.02M 0.1% +2 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,922 shares; 2025Q1: 1,904 shares; 2025Q2: 1,880 shares; 2025Q3: 1,929 shares; 2025Q4: 2,010 shares 2,010 $1.01M 0.1% +81 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,841 shares; 2024Q4: 3,349 shares; 2025Q1: 3,313 shares; 2025Q2: 3,293 shares; 2025Q3: 3,244 shares; 2025Q4: 3,232 shares 3,232 $988K 0.09% -12 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,440 shares; 2025Q1: 2,406 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,482 shares 2,482 $984K 0.09% +63 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 6,170 shares; 2025Q1: 5,862 shares; 2025Q2: 6,589 shares; 2025Q3: 6,507 shares; 2025Q4: 6,456 shares 6,456 $970K 0.09% -51 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,155 shares; 2024Q4: 15,482 shares; 2025Q1: 14,987 shares; 2025Q2: 10,681 shares; 2025Q3: 10,992 shares; 2025Q4: 14,360 shares 14,360 $948K 0.09% +3,368 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: 2,836 shares; 2024Q4: 2,913 shares; 2025Q1: 2,917 shares; 2025Q2: 3,088 shares; 2025Q3: 3,092 shares; 2025Q4: 3,105 shares 3,105 $920K 0.09% +13 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,287 shares; 2025Q1: 7,792 shares; 2025Q2: 11,274 shares; 2025Q3: 11,865 shares; 2025Q4: 12,277 shares 12,277 $908K 0.09% +412 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,939 shares; 2025Q3: 14,356 shares; 2025Q4: 17,782 shares 17,782 $902K 0.08% +3,426 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: 7,529 shares; 2024Q4: 6,214 shares; 2025Q1: 5,582 shares; 2025Q2: 5,176 shares; 2025Q3: 5,903 shares; 2025Q4: 5,771 shares 5,771 $880K 0.08% -132 Timeline BILS 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: 4,548 shares; 2024Q4: 5,196 shares; 2025Q1: 5,914 shares; 2025Q2: 7,064 shares; 2025Q3: 7,544 shares; 2025Q4: 8,772 shares 8,772 $870K 0.08% +1,228 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: 2,670 shares; 2024Q4: 7,917 shares; 2025Q1: 7,124 shares; 2025Q2: 8,421 shares; 2025Q3: 8,890 shares; 2025Q4: 9,911 shares 9,911 $868K 0.08% +1,021 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: 8,143 shares; 2024Q4: 9,437 shares; 2025Q1: 8,679 shares; 2025Q2: 8,300 shares; 2025Q3: 6,700 shares; 2025Q4: 5,987 shares 5,987 $858K 0.08% -713 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares; 2025Q4: 5,174 shares 5,174 $761K 0.07% 0 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: 6,800 shares; 2025Q2: 8,193 shares; 2025Q3: 8,698 shares; 2025Q4: 8,740 shares 8,740 $751K 0.07% +42 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 737 shares; 2025Q1: 783 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 904 shares 904 $732K 0.07% +9 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,106 shares; 2025Q3: 18,055 shares; 2025Q4: 15,714 shares 15,714 $696K 0.07% -2,341 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 1,926 shares; 2025Q3: 6,023 shares; 2025Q4: 6,937 shares 6,937 $693K 0.07% +914 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,770 shares; 2025Q1: 1,671 shares; 2025Q2: 1,142 shares; 2025Q3: 1,138 shares; 2025Q4: 1,121 shares 1,121 $676K 0.06% -17 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: 12,011 shares; 2024Q4: 10,701 shares; 2025Q1: 10,197 shares; 2025Q2: 10,644 shares; 2025Q3: 9,891 shares; 2025Q4: 9,520 shares 9,520 $666K 0.06% -371 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,311 shares; 2025Q2: 5,325 shares; 2025Q3: 5,446 shares; 2025Q4: 4,792 shares 4,792 $628K 0.06% -654 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 3,143 shares; 2025Q1: 3,064 shares; 2025Q2: 2,753 shares; 2025Q3: 2,783 shares; 2025Q4: 2,776 shares 2,776 $609K 0.06% -7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 559 shares; 2025Q1: 615 shares; 2025Q2: 674 shares; 2025Q3: 718 shares; 2025Q4: 4,915 shares 4,915 $591K 0.06% +4,197 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,378 shares; 2024Q4: 7,188 shares; 2025Q1: 6,321 shares; 2025Q2: 6,198 shares; 2025Q3: 6,114 shares; 2025Q4: 6,088 shares 6,088 $585K 0.06% -26 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 6,852 shares; 2025Q1: 6,852 shares; 2025Q2: 6,930 shares; 2025Q3: 6,852 shares; 2025Q4: 6,982 shares 6,982 $567K 0.05% +130 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,464 shares; 2025Q1: 1,448 shares; 2025Q2: 1,635 shares; 2025Q3: 1,637 shares; 2025Q4: 1,773 shares 1,773 $546K 0.05% +136 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: 134 shares; 2024Q4: 656 shares; 2025Q1: 600 shares; 2025Q2: 714 shares; 2025Q3: 759 shares; 2025Q4: 951 shares 951 $543K 0.05% +192 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 3,836 shares; 2025Q1: 4,153 shares; 2025Q2: 5,274 shares; 2025Q3: 5,632 shares; 2025Q4: 5,879 shares 5,879 $537K 0.05% +247 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,950 shares; 2025Q1: 5,508 shares; 2025Q2: 3,839 shares; 2025Q3: 3,907 shares; 2025Q4: 4,044 shares 4,044 $522K 0.05% +137 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 1,229 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,000 shares; 2025Q4: 1,050 shares 1,050 $512K 0.05% +50 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,597 shares; 2024Q4: 15,904 shares; 2025Q1: 14,791 shares; 2025Q2: 9,215 shares; 2025Q3: 9,183 shares; 2025Q4: 8,956 shares 8,956 $510K 0.05% -227 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,644 shares; 2025Q3: 3,644 shares; 2025Q4: 3,695 shares 3,695 $509K 0.05% +51 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 1,129 shares; 2025Q1: 1,048 shares; 2025Q2: 1,467 shares; 2025Q3: 1,605 shares; 2025Q4: 1,871 shares 1,871 $507K 0.05% +266 Timeline DWAS 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: 8,354 shares; 2024Q4: 9,104 shares; 2025Q1: 8,465 shares; 2025Q2: 5,392 shares; 2025Q3: 5,366 shares; 2025Q4: 5,227 shares 5,227 $506K 0.05% -139 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 2,577 shares; 2025Q1: 2,413 shares; 2025Q2: 2,392 shares; 2025Q3: 2,334 shares; 2025Q4: 2,342 shares 2,342 $489K 0.05% +8 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 3,566 shares; 2025Q1: 3,559 shares; 2025Q2: 2,880 shares; 2025Q3: 2,944 shares; 2025Q4: 3,025 shares 3,025 $487K 0.05% +81 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,090 shares; 2025Q1: 1,956 shares; 2025Q2: 1,914 shares; 2025Q3: 1,869 shares; 2025Q4: 1,878 shares 1,878 $483K 0.05% +9 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 2,249 shares; 2025Q1: 3,749 shares; 2025Q2: 3,787 shares; 2025Q3: 3,837 shares; 2025Q4: 2,966 shares 2,966 $481K 0.05% -871 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: 1,820 shares; 2024Q4: 1,859 shares; 2025Q1: 1,859 shares; 2025Q2: 1,859 shares; 2025Q3: 1,859 shares; 2025Q4: 1,847 shares 1,847 $475K 0.04% -12 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: 167 shares; 2024Q4: 400 shares; 2025Q1: 503 shares; 2025Q2: 554 shares; 2025Q3: 558 shares; 2025Q4: 3,080 shares 3,080 $472K 0.04% +2,522 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: not reported; 2024Q4: 3,723 shares; 2025Q1: 3,616 shares; 2025Q2: 1,128 shares; 2025Q3: 1,234 shares; 2025Q4: 1,401 shares 1,401 $472K 0.04% +167 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 7,437 shares; 2025Q1: 6,612 shares; 2025Q2: 8,034 shares; 2025Q3: 8,785 shares; 2025Q4: 10,176 shares 10,176 $463K 0.04% +1,391 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,707 shares; 2024Q4: 6,707 shares; 2025Q1: 6,707 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares; 2025Q4: 6,707 shares 6,707 $454K 0.04% 0 Timeline MGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249 shares; 2025Q4: 3,130 shares 3,130 $442K 0.04% +2,881 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 100 shares; 2025Q1: 85 shares; 2025Q2: 2,719 shares; 2025Q3: 2,701 shares; 2025Q4: 2,727 shares 2,727 $437K 0.04% +26 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 2,750 shares; 2025Q1: 2,564 shares; 2025Q2: 2,549 shares; 2025Q3: 2,469 shares; 2025Q4: 2,449 shares 2,449 $425K 0.04% -20 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,489 shares 1,489 $410K 0.04% +17 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,663 shares; 2024Q4: 83,548 shares; 2025Q1: 83,548 shares; 2025Q2: 90,563 shares; 2025Q3: 26,811 shares; 2025Q4: 26,811 shares 26,811 $404K 0.04% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 2,272 shares; 2025Q1: 3,003 shares; 2025Q2: 3,714 shares; 2025Q3: 3,362 shares; 2025Q4: 4,193 shares 4,193 $394K 0.04% +831 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,713 shares; 2025Q1: 1,548 shares; 2025Q2: 2,125 shares; 2025Q3: 2,386 shares; 2025Q4: 3,038 shares 3,038 $387K 0.04% +652 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 6,997 shares; 2025Q1: 7,554 shares; 2025Q2: 8,431 shares; 2025Q3: 8,773 shares; 2025Q4: 12,927 shares 12,927 $378K 0.04% +4,154 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: 496 shares; 2024Q4: 4,252 shares; 2025Q1: 4,690 shares; 2025Q2: 5,477 shares; 2025Q3: 5,944 shares; 2025Q4: 4,374 shares 4,374 $378K 0.04% -1,570 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 4,650 shares; 2025Q1: 4,668 shares; 2025Q2: 4,448 shares; 2025Q3: 4,467 shares; 2025Q4: 4,494 shares 4,494 $375K 0.04% +27 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 7,844 shares; 2025Q1: 7,880 shares; 2025Q2: 7,373 shares; 2025Q3: 5,769 shares; 2025Q4: 5,769 shares 5,769 $372K 0.03% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares 1,102 $371K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,561 shares; 2025Q1: 3,372 shares; 2025Q2: 2,994 shares; 2025Q3: 2,910 shares; 2025Q4: 3,169 shares 3,169 $370K 0.03% +259 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: 481 shares; 2025Q1: 483 shares; 2025Q2: 485 shares; 2025Q3: 528 shares; 2025Q4: 2,928 shares 2,928 $369K 0.03% +2,400 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 2,545 shares; 2025Q1: 3,366 shares; 2025Q2: 4,078 shares; 2025Q3: 4,145 shares; 2025Q4: 5,144 shares 5,144 $366K 0.03% +999 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 4,860 shares; 2025Q1: 4,873 shares; 2025Q2: 4,780 shares; 2025Q3: 4,793 shares; 2025Q4: 5,102 shares 5,102 $354K 0.03% +309 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 3,308 shares; 2025Q1: 3,020 shares; 2025Q2: 2,587 shares; 2025Q3: 2,555 shares; 2025Q4: 2,823 shares 2,823 $354K 0.03% +268 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 4,412 shares; 2025Q1: 4,341 shares; 2025Q2: 5,896 shares; 2025Q3: 5,907 shares; 2025Q4: 6,038 shares 6,038 $348K 0.03% +131 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,111 shares; 2025Q1: 1,114 shares; 2025Q2: 1,118 shares; 2025Q3: 1,121 shares; 2025Q4: 1,124 shares 1,124 $347K 0.03% +3 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 1,139 shares; 2025Q1: 1,693 shares; 2025Q2: 1,745 shares; 2025Q3: 1,778 shares; 2025Q4: 2,126 shares 2,126 $344K 0.03% +348 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,961 shares; 2025Q1: 4,267 shares; 2025Q2: 4,270 shares; 2025Q3: 4,346 shares; 2025Q4: 4,541 shares 4,541 $342K 0.03% +195 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: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 1,196 shares; 2025Q4: 1,471 shares 1,471 $333K 0.03% +275 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 413 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 1,165 shares 1,165 $333K 0.03% +852 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 1,775 shares; 2025Q1: 1,665 shares; 2025Q2: 1,649 shares; 2025Q3: 1,613 shares; 2025Q4: 1,628 shares 1,628 $330K 0.03% +15 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 4,862 shares 4,862 $327K 0.03% +3,962 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 2,225 shares; 2025Q1: 2,896 shares; 2025Q2: 3,500 shares; 2025Q3: 3,429 shares; 2025Q4: 4,211 shares 4,211 $324K 0.03% +782 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: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 2,836 shares 2,836 $321K 0.03% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 1,890 shares 1,890 $320K 0.03% +1,884 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 621 shares; 2025Q1: 987 shares; 2025Q2: 1,015 shares; 2025Q3: 1,034 shares; 2025Q4: 1,112 shares 1,112 $317K 0.03% +78 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,330 shares; 2025Q1: 2,098 shares; 2025Q2: 1,973 shares; 2025Q3: 1,857 shares; 2025Q4: 1,613 shares 1,613 $315K 0.03% -244 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: 12,252 shares; 2024Q4: 9,189 shares; 2025Q1: 7,473 shares; 2025Q2: 6,595 shares; 2025Q3: 6,527 shares; 2025Q4: 7,681 shares 7,681 $313K 0.03% +1,154 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 259 shares; 2025Q1: 580 shares; 2025Q2: 628 shares; 2025Q3: 642 shares; 2025Q4: 547 shares 547 $307K 0.03% -95 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 761 shares; 2025Q1: 698 shares; 2025Q2: 972 shares; 2025Q3: 958 shares; 2025Q4: 1,262 shares 1,262 $304K 0.03% +304 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 1,320 shares; 2025Q1: 1,739 shares; 2025Q2: 6,897 shares; 2025Q3: 7,014 shares; 2025Q4: 4,637 shares 4,637 $298K 0.03% -2,377 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,985 shares; 2024Q4: 7,985 shares; 2025Q1: 7,985 shares; 2025Q2: 7,184 shares; 2025Q3: 7,184 shares; 2025Q4: 7,184 shares 7,184 $295K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 425 shares 425 $286K 0.03% +409 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: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,209 shares 5,209 $279K 0.03% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 3,095 shares 3,095 $277K 0.03% +1,438 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 3,881 shares; 2025Q1: 3,298 shares; 2025Q2: 2,487 shares; 2025Q3: 2,371 shares; 2025Q4: 1,905 shares 1,905 $273K 0.03% -466 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 2,104 shares; 2025Q1: 2,114 shares; 2025Q2: 1,993 shares; 2025Q3: 2,002 shares; 2025Q4: 2,028 shares 2,028 $262K 0.02% +26 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,165 shares; 2025Q1: 2,171 shares; 2025Q2: 2,163 shares; 2025Q3: 2,153 shares; 2025Q4: 2,150 shares 2,150 $260K 0.02% -3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,150 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,154 shares; 2025Q4: 1,156 shares 1,156 $254K 0.02% +2 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 323 shares; 2025Q4: 387 shares 387 $253K 0.02% +64 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,707 shares; 2025Q1: 1,712 shares; 2025Q2: 1,706 shares; 2025Q3: 1,698 shares; 2025Q4: 1,694 shares 1,694 $252K 0.02% -4 Timeline NYF 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: 3,132 shares; 2024Q4: 3,883 shares; 2025Q1: 3,901 shares; 2025Q2: 3,930 shares; 2025Q3: 4,202 shares; 2025Q4: 4,656 shares 4,656 $249K 0.02% +454 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: 278 shares; 2024Q4: 1,847 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,293 shares; 2025Q4: 1,304 shares 1,304 $249K 0.02% +11 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,968 shares; 2024Q4: 3,555 shares; 2025Q1: 3,156 shares; 2025Q2: 2,214 shares; 2025Q3: 2,205 shares; 2025Q4: 2,151 shares 2,151 $245K 0.02% -54 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,672 shares; 2024Q4: 126,861 shares; 2025Q1: 114,610 shares; 2025Q2: 28,544 shares; 2025Q3: 13,647 shares; 2025Q4: 9,684 shares 9,684 $241K 0.02% -3,963 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: 10 shares; 2024Q4: 191 shares; 2025Q1: 177 shares; 2025Q2: 710 shares; 2025Q3: 708 shares; 2025Q4: 785 shares 785 $239K 0.02% +77 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: 3,813 shares; 2024Q4: 4,707 shares; 2025Q1: 4,720 shares; 2025Q2: 3,641 shares; 2025Q3: 3,612 shares; 2025Q4: 4,257 shares 4,257 $234K 0.02% +645 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,018 shares; 2025Q1: 5,036 shares; 2025Q2: 5,013 shares; 2025Q3: 5,031 shares; 2025Q4: 4,029 shares 4,029 $232K 0.02% -1,002 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,130 shares 3,130 $224K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 210 shares; 2025Q3: 205 shares; 2025Q4: 209 shares 209 $224K 0.02% +4 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,632 shares; 2025Q1: 1,609 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,021 shares 1,021 $222K 0.02% +72 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 5,056 shares; 2025Q1: 5,007 shares; 2025Q2: 5,010 shares; 2025Q3: 5,013 shares; 2025Q4: 5,082 shares 5,082 $222K 0.02% +69 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 977 shares; 2025Q1: 980 shares; 2025Q2: 982 shares; 2025Q3: 985 shares; 2025Q4: 987 shares 987 $219K 0.02% +2 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,413 shares; 2025Q1: 1,418 shares; 2025Q2: 1,315 shares; 2025Q3: 1,304 shares; 2025Q4: 1,323 shares 1,323 $212K 0.02% +19 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,475 shares; 2025Q2: 921 shares; 2025Q3: 891 shares; 2025Q4: 925 shares 925 $210K 0.02% +34 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: 4,470 shares; 2024Q4: 4,721 shares; 2025Q1: 4,711 shares; 2025Q2: 4,461 shares; 2025Q3: 4,461 shares; 2025Q4: 5,694 shares 5,694 $210K 0.02% +1,233 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: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 365 shares 365 $208K 0.02% +8 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: 3,544 shares; 2024Q4: 2,919 shares; 2025Q1: 2,649 shares; 2025Q2: 1,366 shares; 2025Q3: 1,307 shares; 2025Q4: 1,607 shares 1,607 $205K 0.02% +300 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: 321 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 349 shares; 2025Q3: 344 shares; 2025Q4: 357 shares 357 $202K 0.02% +13 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: 39 shares; 2024Q4: 37,826 shares; 2025Q1: 34,144 shares; 2025Q2: 11,757 shares; 2025Q3: 11,019 shares; 2025Q4: 5,386 shares 5,386 $199K 0.02% -5,633 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: 8,894 shares; 2024Q4: 7,438 shares; 2025Q1: 7,888 shares; 2025Q2: 7,338 shares; 2025Q3: 7,609 shares; 2025Q4: 7,601 shares 7,601 $199K 0.02% -8 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,430 shares; 2024Q4: 35,777 shares; 2025Q1: 38,106 shares; 2025Q2: 13,273 shares; 2025Q3: 10,737 shares; 2025Q4: 2,953 shares 2,953 $198K 0.02% -7,784 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: 2,096 shares; 2024Q4: 2,579 shares; 2025Q1: 2,108 shares; 2025Q2: 3,076 shares; 2025Q3: 3,069 shares; 2025Q4: 3,561 shares 3,561 $195K 0.02% +492 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: 2,706 shares; 2024Q4: 2,617 shares; 2025Q1: 1,319 shares; 2025Q2: 1,082 shares; 2025Q3: 1,144 shares; 2025Q4: 1,226 shares 1,226 $190K 0.02% +82 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: 4,987 shares; 2024Q4: 4,077 shares; 2025Q1: 3,236 shares; 2025Q2: 2,227 shares; 2025Q3: 2,237 shares; 2025Q4: 2,354 shares 2,354 $189K 0.02% +117 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: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 164 shares; 2025Q3: 213 shares; 2025Q4: 248 shares 248 $187K 0.02% +35 Timeline IBTA IBOTTA INC More: the full row for IBOTTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,001 shares; 2025Q1: 8,001 shares; 2025Q2: 8,001 shares; 2025Q3: 8,001 shares; 2025Q4: 8,001 shares 8,001 $182K 0.02% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,168 shares 5,168 $182K 0.02% +68 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 5,621 shares; 2025Q3: 5,621 shares; 2025Q4: 5,621 shares 5,621 $180K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,106 shares; 2025Q1: 2,070 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,021 shares 2,021 $178K 0.02% +21 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,947 shares 3,947 $177K 0.02% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,460 shares; 2025Q1: 2,616 shares; 2025Q2: 1,400 shares; 2025Q3: 1,408 shares; 2025Q4: 1,468 shares 1,468 $176K 0.02% +60 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,118 shares; 2025Q1: 1,135 shares; 2025Q2: 1,155 shares; 2025Q3: 1,176 shares; 2025Q4: 1,194 shares 1,194 $171K 0.02% +18 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares 2,633 $170K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,186 shares; 2025Q1: 1,156 shares; 2025Q2: 1,166 shares; 2025Q3: 1,175 shares; 2025Q4: 1,447 shares 1,447 $170K 0.02% +272 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,513 shares; 2025Q3: 1,562 shares; 2025Q4: 1,560 shares 1,560 $169K 0.02% -2 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,133 shares; 2025Q1: 3,133 shares; 2025Q2: 3,133 shares; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares 3,133 $167K 0.02% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,011 shares 1,011 $160K 0.02% +11 Timeline XB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 3,927 shares; 2025Q4: 3,955 shares 3,955 $156K 0.01% +28 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: 5,703 shares; 2024Q4: 6,100 shares; 2025Q1: 6,019 shares; 2025Q2: 651 shares; 2025Q3: 261 shares; 2025Q4: 256 shares 256 $155K 0.01% -5 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,822 shares; 2025Q1: 1,828 shares; 2025Q2: 1,834 shares; 2025Q3: 1,840 shares; 2025Q4: 1,847 shares 1,847 $151K 0.01% +7 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,478 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,312 shares 1,312 $151K 0.01% +185 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,097 shares; 2025Q3: 14,097 shares; 2025Q4: 14,097 shares 14,097 $151K 0.01% 0 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 969 shares; 2025Q1: 2,453 shares; 2025Q2: 3,273 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares 3,611 $150K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 1,003 shares; 2025Q1: 1,110 shares; 2025Q2: 489 shares; 2025Q3: 611 shares; 2025Q4: 570 shares 570 $147K 0.01% -41 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares 3,725 $144K 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: 3,843 shares; 2024Q4: 3,902 shares; 2025Q1: 3,902 shares; 2025Q2: 3,769 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares 1,298 $139K 0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,410 shares 5,410 $138K 0.01% +10 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,740 shares; 2025Q3: 1,640 shares; 2025Q4: 1,722 shares 1,722 $137K 0.01% +82 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: 552 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 586 shares; 2025Q3: 642 shares; 2025Q4: 1,142 shares 1,142 $136K 0.01% +500 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 599 shares 599 $135K 0.01% +1 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,570 shares; 2025Q1: 9,726 shares; 2025Q2: 14,910 shares; 2025Q3: 3,076 shares; 2025Q4: 2,890 shares 2,890 $135K 0.01% -186 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: 1,812 shares; 2024Q4: 2,282 shares; 2025Q1: 2,582 shares; 2025Q2: 1,579 shares; 2025Q3: 1,697 shares; 2025Q4: 2,710 shares 2,710 $135K 0.01% +1,013 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,095 shares; 2025Q1: 1,088 shares; 2025Q2: 1,077 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares 1,277 $131K 0.01% 0 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares 2,543 $131K 0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150 $130K 0.01% 0 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: 1,686 shares; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,623 shares 1,623 $130K 0.01% +21 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,729 shares; 2024Q4: 7,729 shares; 2025Q1: 7,768 shares; 2025Q2: 7,729 shares; 2025Q3: 7,729 shares; 2025Q4: 7,729 shares 7,729 $127K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,440 shares 1,440 $127K 0.01% +12 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: 532 shares; 2024Q4: 607 shares; 2025Q1: 494 shares; 2025Q2: 280 shares; 2025Q3: 220 shares; 2025Q4: 261 shares 261 $126K 0.01% +41 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,024 shares; 2025Q1: 811 shares; 2025Q2: 341 shares; 2025Q3: 320 shares; 2025Q4: 320 shares 320 $124K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 257 shares; 2025Q3: 236 shares; 2025Q4: 262 shares 262 $122K 0.01% +26 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 3,599 shares; 2025Q1: 3,414 shares; 2025Q2: 3,454 shares; 2025Q3: 3,414 shares; 2025Q4: 3,506 shares 3,506 $122K 0.01% +92 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,379 shares; 2025Q1: 1,193 shares; 2025Q2: 1,126 shares; 2025Q3: 1,128 shares; 2025Q4: 1,480 shares 1,480 $120K 0.01% +352 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: 422 shares; 2024Q4: 419 shares; 2025Q1: 420 shares; 2025Q2: 421 shares; 2025Q3: 422 shares; 2025Q4: 408 shares 408 $118K 0.01% -14 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 230 shares 230 $117K 0.01% +74 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: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $115K 0.01% 0 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: 9 shares; 2025Q3: 261 shares; 2025Q4: 473 shares 473 $115K 0.01% +212 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 203 shares; 2025Q1: 4,889 shares; 2025Q2: 4,890 shares; 2025Q3: 4,891 shares; 2025Q4: 4,892 shares 4,892 $114K 0.01% +1 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: 1,761 shares; 2025Q2: 2,338 shares; 2025Q3: 2,607 shares; 2025Q4: 2,645 shares 2,645 $113K 0.01% +38 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 1,124 shares 1,124 $112K 0.01% +5 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 1,011 shares; 2025Q1: 1,014 shares; 2025Q2: 560 shares; 2025Q3: 562 shares; 2025Q4: 563 shares 563 $110K 0.01% +1 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: 113 shares; 2024Q4: 114 shares; 2025Q1: 115 shares; 2025Q2: 139 shares; 2025Q3: 117 shares; 2025Q4: 1,217 shares 1,217 $106K 0.01% +1,100 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,631 shares; 2025Q1: 2,251 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,425 shares 1,425 $105K 0.01% +20 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: 1,044 shares 1,044 $104K 0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,077 shares 3,077 $104K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares 727 $103K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 418 shares; 2025Q1: 419 shares; 2025Q2: 375 shares; 2025Q3: 368 shares; 2025Q4: 382 shares 382 $102K 0.01% +14 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 300 shares; 2025Q1: 288 shares; 2025Q2: 292 shares; 2025Q3: 288 shares; 2025Q4: 390 shares 390 $101K 0.01% +102 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,828 shares; 2025Q1: 2,981 shares; 2025Q2: 3,417 shares; 2025Q3: 2,182 shares; 2025Q4: 2,182 shares 2,182 $101K 0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: 3,597 shares; 2025Q2: 3,192 shares; 2025Q3: 3,343 shares; 2025Q4: 2,841 shares 2,841 $101K 0.01% -502 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 112 shares; 2025Q1: 481 shares; 2025Q2: 555 shares; 2025Q3: 613 shares; 2025Q4: 815 shares 815 $101K 0.01% +202 Timeline IDEV 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: 1,574 shares; 2024Q4: 1,063 shares; 2025Q1: 1,120 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares 1,204 $99.3K 0.01% 0 Timeline EFAV 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: 227 shares; 2025Q3: 227 shares; 2025Q4: 1,147 shares 1,147 $99K 0.01% +920 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 721 shares; 2025Q4: 813 shares 813 $94.4K 0.01% +92 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: 5,233 shares; 2024Q4: 3,797 shares; 2025Q1: 2,865 shares; 2025Q2: 2,018 shares; 2025Q3: 1,893 shares; 2025Q4: 1,902 shares 1,902 $93.6K 0.01% +9 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 1,961 shares; 2025Q1: 2,675 shares; 2025Q2: 2,314 shares; 2025Q3: 1,066 shares; 2025Q4: 910 shares 910 $92.8K 0.01% -156 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,338 shares; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares; 2025Q3: 2,324 shares; 2025Q4: 1,165 shares 1,165 $92.1K 0.01% -1,159 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $91.5K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 336 shares; 2025Q1: 343 shares; 2025Q2: 196 shares; 2025Q3: 260 shares; 2025Q4: 309 shares 309 $89.7K 0.01% +49 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 863 shares; 2025Q2: 887 shares; 2025Q3: 874 shares; 2025Q4: 880 shares 880 $87K 0.01% +6 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,454 shares; 2025Q1: 52,649 shares; 2025Q2: 64,942 shares; 2025Q3: 16,865 shares; 2025Q4: 1,461 shares 1,461 $85.7K 0.01% -15,404 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,267 shares; 2025Q3: 1,362 shares; 2025Q4: 1,359 shares 1,359 $85.6K 0.01% -3 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: not reported; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 514 shares; 2025Q3: 495 shares; 2025Q4: 1,407 shares 1,407 $84.3K 0.01% +912 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 486 shares; 2025Q4: 713 shares 713 $84K 0.01% +227 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: not reported; 2024Q4: 453 shares; 2025Q1: 455 shares; 2025Q2: 473 shares; 2025Q3: 464 shares; 2025Q4: 870 shares 870 $83.6K 0.01% +406 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 212 shares; 2025Q3: 1,080 shares; 2025Q4: 1,360 shares 1,360 $83.3K 0.01% +280 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,380 shares; 2025Q2: 1,954 shares; 2025Q3: 2,391 shares; 2025Q4: 2,538 shares 2,538 $83.1K 0.01% +147 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 334 shares; 2025Q1: 335 shares; 2025Q2: 339 shares; 2025Q3: 336 shares; 2025Q4: 533 shares 533 $82.2K 0.01% +197 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 635 shares; 2025Q1: 503 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 250 shares 250 $81.9K 0.01% +115 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,513 shares; 2024Q4: 118,392 shares; 2025Q1: 130,084 shares; 2025Q2: 22,211 shares; 2025Q3: 1,252 shares; 2025Q4: 1,221 shares 1,221 $81.7K 0.01% -31 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: not reported; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: 139 shares; 2025Q3: 168 shares; 2025Q4: 169 shares 169 $81.1K 0.01% +1 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 306 shares; 2025Q1: 1,040 shares; 2025Q2: 1,460 shares; 2025Q3: 1,631 shares; 2025Q4: 1,647 shares 1,647 $79.3K 0.01% +16 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,630 shares; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,161 shares 4,161 $79.2K 0.01% -469 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,664 shares; 2024Q4: 540 shares; 2025Q1: 621 shares; 2025Q2: 637 shares; 2025Q3: 437 shares; 2025Q4: 350 shares 350 $78.9K 0.01% -87 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: 28,314 shares; 2024Q4: 25,483 shares; 2025Q1: 25,186 shares; 2025Q2: 3,751 shares; 2025Q3: 1,221 shares; 2025Q4: 1,229 shares 1,229 $78.3K 0.01% +8 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $78.3K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 4,286 shares; 2025Q1: 3,048 shares; 2025Q2: 1,542 shares; 2025Q3: 1,406 shares; 2025Q4: 784 shares 784 $76.6K 0.01% -622 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,352 shares; 2025Q4: 3,352 shares 3,352 $75.2K 0.01% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 626 shares; 2025Q4: 626 shares 626 $71.7K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 636 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares 708 $71.4K 0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,688 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $71K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,909 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,185 shares 3,185 $71K 0.01% +29 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 800 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $70.9K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 458 shares; 2025Q3: 459 shares; 2025Q4: 460 shares 460 $70.5K 0.01% +1 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,641 shares; 2025Q1: 3,677 shares; 2025Q2: 3,712 shares; 2025Q3: 3,747 shares; 2025Q4: 3,783 shares 3,783 $70.1K 0.01% +36 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 1,391 shares 1,391 $69.9K 0.01% +397 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: not reported; 2024Q4: 370 shares; 2025Q1: 372 shares; 2025Q2: 375 shares; 2025Q3: 379 shares; 2025Q4: 579 shares 579 $69.1K 0.01% +200 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: 231 shares; 2024Q4: 262 shares; 2025Q1: 263 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 371 shares 371 $68.8K 0.01% +136 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,013 shares; 2025Q1: 1,026 shares; 2025Q2: 1,039 shares; 2025Q3: 1,051 shares; 2025Q4: 1,434 shares 1,434 $68.6K 0.01% +383 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 825 shares 825 $67.9K 0.01% +10 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,839 shares 1,839 $66.7K 0.01% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 514 shares 514 $66.4K 0.01% new Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 657 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares 823 $64.7K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 704 shares; 2025Q1: 657 shares; 2025Q2: 646 shares; 2025Q3: 627 shares; 2025Q4: 627 shares 627 $64.3K 0.01% 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: 47 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 414 shares; 2025Q3: 402 shares; 2025Q4: 431 shares 431 $63.2K 0.01% +29 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 912 shares; 2025Q1: 846 shares; 2025Q2: 1,127 shares; 2025Q3: 705 shares; 2025Q4: 1,148 shares 1,148 $61.8K 0.01% +443 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: 6,264 shares; 2024Q4: 3,579 shares; 2025Q1: 2,328 shares; 2025Q2: 2,273 shares; 2025Q3: 2,142 shares; 2025Q4: 2,053 shares 2,053 $61.4K 0.01% -89 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,718 shares; 2025Q1: 1,619 shares; 2025Q2: 1,624 shares; 2025Q3: 1,630 shares; 2025Q4: 1,683 shares 1,683 $61K 0.01% +53 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 204 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 209 shares 209 $60.6K 0.01% +18 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,387 shares; 2025Q3: 1,455 shares; 2025Q4: 1,587 shares 1,587 $60.3K 0.01% +132 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: 966 shares; 2024Q4: 856 shares; 2025Q1: 735 shares; 2025Q2: 669 shares; 2025Q3: 671 shares; 2025Q4: 1,349 shares 1,349 $60.3K 0.01% +678 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares 2,019 $60.2K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares 352 $59.1K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 48 shares 48 $58.3K 0.01% +7 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,301 shares; 2025Q2: 1,305 shares; 2025Q3: 1,300 shares; 2025Q4: 1,295 shares 1,295 $57.8K 0.01% -5 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,289 shares; 2025Q1: 1,293 shares; 2025Q2: 1,299 shares; 2025Q3: 1,294 shares; 2025Q4: 1,251 shares 1,251 $57.5K 0.01% -43 Timeline IUSB 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 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares 1,224 $57K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 174 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 266 shares 266 $56.3K 0.01% +90 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 160 shares 160 $56.3K 0.01% +5 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: 600 shares; 2025Q4: 611 shares 611 $55.9K 0.01% +11 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $55.1K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217 shares 217 $54.4K 0.01% new 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: 1,140 shares; 2024Q4: 1,147 shares; 2025Q1: 1,154 shares; 2025Q2: 1,161 shares; 2025Q3: 1,167 shares; 2025Q4: 1,175 shares 1,175 $54.1K 0.01% +8 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 70 shares; 2025Q3: 67 shares; 2025Q4: 154 shares 154 $54.1K 0.01% +87 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: 71 shares; 2024Q4: 84 shares; 2025Q1: 64 shares; 2025Q2: 46 shares; 2025Q3: 49 shares; 2025Q4: 70 shares 70 $53.6K 0.01% +21 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 521 shares 521 $53.6K 0.01% new Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $53.4K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 983 shares; 2025Q1: 903 shares; 2025Q2: 881 shares; 2025Q3: 828 shares; 2025Q4: 830 shares 830 $53K <0.01% +2 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 231 shares 231 $52.8K <0.01% +31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212 shares 212 $52.2K <0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 474 shares; 2025Q2: 640 shares; 2025Q3: 796 shares; 2025Q4: 875 shares 875 $52.1K <0.01% +79 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares 1,145 $52K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 326 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 320 shares; 2025Q4: 341 shares 341 $51.6K <0.01% +21 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares 1,240 $51.4K <0.01% 0 Timeline HYMB 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: 1,582 shares; 2024Q4: 3,436 shares; 2025Q1: 4,764 shares; 2025Q2: 4,819 shares; 2025Q3: 5,386 shares; 2025Q4: 2,057 shares 2,057 $51.3K <0.01% -3,329 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: 1,050 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $50.2K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 970 shares; 2025Q1: 602 shares; 2025Q2: 588 shares; 2025Q3: 552 shares; 2025Q4: 555 shares 555 $49.3K <0.01% +3 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 347 shares; 2025Q3: 342 shares; 2025Q4: 342 shares 342 $48.6K <0.01% 0 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 155 shares; 2025Q3: 136 shares; 2025Q4: 132 shares 132 $47.6K <0.01% -4 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 1,149 shares; 2025Q1: 1,155 shares; 2025Q2: 1,161 shares; 2025Q3: 1,167 shares; 2025Q4: 337 shares 337 $46.8K <0.01% -830 Timeline IAI 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: 258 shares 258 $46.3K <0.01% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 2,547 shares; 2025Q1: 818 shares; 2025Q2: 810 shares; 2025Q3: 608 shares; 2025Q4: 608 shares 608 $46.1K <0.01% 0 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: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $45.9K <0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,561 shares; 2025Q1: 2,535 shares; 2025Q2: 2,556 shares; 2025Q3: 2,581 shares; 2025Q4: 2,609 shares 2,609 $45.6K <0.01% +28 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 227 shares 227 $45.1K <0.01% +107 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 8,557 shares; 2025Q1: 1,526 shares; 2025Q2: 1,796 shares; 2025Q3: 1,526 shares; 2025Q4: 1,757 shares 1,757 $43.6K <0.01% +231 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,913 shares; 2024Q4: 6,399 shares; 2025Q1: 6,287 shares; 2025Q2: 1,114 shares; 2025Q3: 186 shares; 2025Q4: 175 shares 175 $43.2K <0.01% -11 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY 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: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $42.8K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 199 shares 199 $42.7K <0.01% -10 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares 397 $42.5K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 632 shares 632 $42.5K <0.01% +601 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: not reported; 2024Q4: 669 shares; 2025Q1: 378 shares; 2025Q2: 380 shares; 2025Q3: 383 shares; 2025Q4: 973 shares 973 $41.6K <0.01% +590 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: 14,256 shares; 2024Q4: 15,694 shares; 2025Q1: 15,962 shares; 2025Q2: 19,088 shares; 2025Q3: 113 shares; 2025Q4: 126 shares 126 $41.5K <0.01% +13 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 8,502 shares; 2025Q1: 8,414 shares; 2025Q2: 2,445 shares; 2025Q3: 2,368 shares; 2025Q4: 1,088 shares 1,088 $41.3K <0.01% -1,280 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: 1,133 shares; 2024Q4: 170 shares; 2025Q1: 572 shares; 2025Q2: 635 shares; 2025Q3: 637 shares; 2025Q4: 644 shares 644 $40.2K <0.01% +7 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: 2,620 shares; 2024Q4: 2,705 shares; 2025Q1: 2,671 shares; 2025Q2: 234 shares; 2025Q3: 209 shares; 2025Q4: 193 shares 193 $40.1K <0.01% -16 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118 shares 118 $39.9K <0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 193 shares; 2025Q3: 191 shares; 2025Q4: 205 shares 205 $39.9K <0.01% +14 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: 301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 412 shares 412 $39.6K <0.01% new Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $39.5K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 380 shares 380 $39.4K <0.01% +192 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $39.2K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 1,449 shares; 2025Q1: 1,451 shares; 2025Q2: 1,454 shares; 2025Q3: 1,456 shares; 2025Q4: 1,459 shares 1,459 $38.3K <0.01% +3 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 435 shares 435 $37.8K <0.01% +125 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $37.7K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 419 shares; 2025Q3: 316 shares; 2025Q4: 398 shares 398 $37.3K <0.01% +82 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: 1,099 shares 1,099 $36.6K <0.01% +925 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 343 shares; 2025Q1: 333 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $36.3K <0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares 417 $36.2K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $36.2K <0.01% 0 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: 1,101 shares; 2024Q4: 727 shares; 2025Q1: 386 shares; 2025Q2: 151 shares; 2025Q3: 222 shares; 2025Q4: 464 shares 464 $36K <0.01% +242 Timeline ICF 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 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares 602 $35.9K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,001 shares 1,001 $35.5K <0.01% +1 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 315 shares 315 $35.3K <0.01% +15 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 356 shares 356 $34.6K <0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 605 shares; 2025Q1: 704 shares; 2025Q2: 711 shares; 2025Q3: 716 shares; 2025Q4: 738 shares 738 $34.5K <0.01% +22 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 155 shares; 2025Q4: 361 shares 361 $34.4K <0.01% +206 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: 230 shares; 2024Q4: 172 shares; 2025Q1: 910 shares; 2025Q2: 624 shares; 2025Q3: 627 shares; 2025Q4: 638 shares 638 $34.3K <0.01% +11 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 81 shares 81 $34.2K <0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 365 shares 365 $33.3K <0.01% +50 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: 632 shares; 2025Q1: 600 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 411 shares 411 $33K <0.01% +11 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 426 shares; 2025Q4: 226 shares 226 $32.7K <0.01% -200 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 476 shares 476 $31.9K <0.01% +31 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 28 shares; 2025Q4: 36 shares 36 $31.6K <0.01% +8 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares 629 $31.6K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 136 shares; 2025Q3: 102 shares; 2025Q4: 109 shares 109 $31.5K <0.01% +7 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 1,598 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,298 shares 1,298 $31.2K <0.01% +49 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 149 shares; 2025Q4: 168 shares 168 $31.2K <0.01% +19 Timeline RSPT 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: 667 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 680 shares; 2025Q4: 680 shares 680 $30.9K <0.01% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares 275 $30.8K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 603 shares; 2025Q4: 603 shares 603 $30.7K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 290 shares 290 $30.5K <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: 30 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 291 shares; 2025Q4: 292 shares 292 $30.4K <0.01% +1 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: 104 shares; 2024Q4: 341 shares; 2025Q1: 104 shares; 2025Q2: 132 shares; 2025Q3: not reported; 2025Q4: 324 shares 324 $30.2K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 272 shares 272 $30K <0.01% +62 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 1,886 shares; 2025Q1: 1,904 shares; 2025Q2: 1,924 shares; 2025Q3: 1,940 shares; 2025Q4: 204 shares 204 $29.3K <0.01% -1,736 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 207 shares 207 $29.2K <0.01% +1 Timeline IMCG 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: 364 shares; 2025Q2: 364 shares; 2025Q3: 365 shares; 2025Q4: 366 shares 366 $29.2K <0.01% +1 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 703 shares; 2025Q4: 703 shares 703 $28.9K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 200 shares; 2025Q4: 217 shares 217 $28.8K <0.01% +17 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,293 shares; 2025Q1: 1,321 shares; 2025Q2: 1,350 shares; 2025Q3: 1,382 shares; 2025Q4: 1,415 shares 1,415 $28.6K <0.01% +33 Timeline IJK 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: 293 shares 293 $28.4K <0.01% new Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $27.7K <0.01% 0 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: 220 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 323 shares 323 $27.4K <0.01% +96 Timeline RSPM 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: 805 shares 805 $27.4K <0.01% new Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 3,381 shares; 2025Q1: 3,451 shares; 2025Q2: 3,519 shares; 2025Q3: 3,582 shares; 2025Q4: 3,657 shares 3,657 $27.2K <0.01% +75 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX 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: 104 shares 104 $27.2K <0.01% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares 444 $27K <0.01% new Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares 457 $26.8K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares 205 $26.8K <0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119 shares 119 $26.6K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 896 shares; 2025Q1: 760 shares; 2025Q2: 343 shares; 2025Q3: 333 shares; 2025Q4: 333 shares 333 $26.4K <0.01% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 507 shares 507 $26K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 191 shares 191 $26K <0.01% -9 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: 129 shares; 2024Q4: 85 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 359 shares 359 $25.7K <0.01% +174 Timeline ARTY 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: 123 shares; 2025Q4: 533 shares 533 $25.7K <0.01% +410 Timeline RJMI CARILLON SER TR More: the full row for CARILLON SER 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: 1,000 shares 1,000 $25.6K <0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 116 shares 116 $25.5K <0.01% +14 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 740 shares; 2025Q1: 744 shares; 2025Q2: 748 shares; 2025Q3: 752 shares; 2025Q4: 653 shares 653 $25K <0.01% -99 Timeline RJVI CARILLON SER TR More: the full row for CARILLON SER 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: 1,000 shares 1,000 $25K <0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $25K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares 314 $24.8K <0.01% 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: 100 shares; 2024Q4: 132 shares; 2025Q1: 102 shares; 2025Q2: 156 shares; 2025Q3: 103 shares; 2025Q4: 270 shares 270 $24.8K <0.01% +167 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 131 shares 131 $24.6K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,886 shares; 2025Q1: 3,825 shares; 2025Q2: 311 shares; 2025Q3: 312 shares; 2025Q4: 81 shares 81 $24.3K <0.01% -231 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: 670 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 365 shares; 2025Q3: 293 shares; 2025Q4: 306 shares 306 $24.3K <0.01% +13 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,074 shares; 2024Q4: 7,607 shares; 2025Q1: 7,490 shares; 2025Q2: 234 shares; 2025Q3: 203 shares; 2025Q4: 214 shares 214 $24.1K <0.01% +11 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares 487 $24.1K <0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,863 shares; 2024Q4: 10,164 shares; 2025Q1: 10,168 shares; 2025Q2: 1,325 shares; 2025Q3: 1,329 shares; 2025Q4: 248 shares 248 $23.9K <0.01% -1,081 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 775 shares 775 $23.7K <0.01% +75 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 396 shares 396 $23.6K <0.01% +144 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: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 15 shares; 2025Q3: 9 shares; 2025Q4: 22 shares 22 $23.5K <0.01% +13 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 161 shares; 2025Q1: 162 shares; 2025Q2: 153 shares; 2025Q3: 162 shares; 2025Q4: 55 shares 55 $23.5K <0.01% -107 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 1,600 shares 1,600 $23.3K <0.01% -12,500 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $23.3K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 239 shares; 2025Q1: 241 shares; 2025Q2: 243 shares; 2025Q3: 312 shares; 2025Q4: 314 shares 314 $23.2K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $23K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 376 shares; 2025Q1: 381 shares; 2025Q2: 386 shares; 2025Q3: 391 shares; 2025Q4: 356 shares 356 $22.9K <0.01% -35 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51 shares 51 $22.7K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 452 shares 452 $22K <0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 267 shares 267 $21.8K <0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares 303 $21.6K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 3,102 shares; 2025Q1: 2,848 shares; 2025Q2: 4,193 shares; 2025Q3: 502 shares; 2025Q4: 535 shares 535 $21.5K <0.01% +33 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares 225 $21.2K <0.01% new 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: 382 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $21.2K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 163 shares 163 $21K <0.01% +32 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares 94 $21K <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 395 shares 395 $20.9K <0.01% -200 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 137 shares 137 $20.8K <0.01% +1 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60 $20.6K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares 182 $20.4K <0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares 43 $20.4K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144 $20.3K <0.01% 0 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: 65 shares 65 $20.3K <0.01% +25 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 264 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 216 shares; 2025Q4: 200 shares 200 $20.2K <0.01% -16 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 31 shares; 2025Q3: 67 shares; 2025Q4: 113 shares 113 $20.1K <0.01% +46 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares 256 $19.8K <0.01% new 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: 262 shares; 2025Q2: 264 shares; 2025Q3: 265 shares; 2025Q4: 270 shares 270 $19.8K <0.01% +5 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 849 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 221 shares; 2025Q4: 237 shares 237 $19.4K <0.01% +16 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 280 shares; 2025Q1: 155 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 261 shares 261 $19.2K <0.01% +111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187 shares 187 $19K <0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,604 shares; 2024Q4: 84 shares; 2025Q1: 74 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $19K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $19K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 141 shares; 2025Q4: 132 shares 132 $18.8K <0.01% -9 Timeline PRHI PRESURANCE HOLDINGS INC More: the full row for PRESURANCE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,115 shares; 2025Q1: 45,933 shares; 2025Q2: 45,933 shares; 2025Q3: 36,189 shares; 2025Q4: 26,189 shares 26,189 $18.7K <0.01% -10,000 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: 2,286 shares; 2024Q4: 2,463 shares; 2025Q1: 2,422 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 53 shares 53 $18.5K <0.01% -71 Timeline VFH 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138 $18.4K <0.01% 0 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: 11 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 19 shares; 2025Q3: 17 shares; 2025Q4: 27 shares 27 $18K <0.01% +10 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $17.9K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 754 shares; 2025Q4: 756 shares 756 $17.8K <0.01% +2 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 272 shares 272 $17.7K <0.01% -111 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 314 shares; 2025Q3: 297 shares; 2025Q4: 197 shares 197 $17.2K <0.01% -100 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares 627 $17.2K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 132 shares; 2025Q4: 132 shares 132 $17.2K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 320 shares 320 $17.1K <0.01% +91 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 226 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 244 shares 244 $17.1K <0.01% +28 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY 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: 1,000 shares; 2025Q4: 1,000 shares 1,000 $16.9K <0.01% 0 Timeline VIS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 56 shares 56 $16.8K <0.01% -2 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares 1,033 $16.7K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 49 shares 49 $16.7K <0.01% +2 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,015 shares; 2025Q1: 1,030 shares; 2025Q2: 1,041 shares; 2025Q3: 1,052 shares; 2025Q4: 1,063 shares 1,063 $16.6K <0.01% +11 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 836 shares 836 $16.5K <0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares 520 $16.1K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 60 shares; 2025Q3: 78 shares; 2025Q4: 118 shares 118 $15.9K <0.01% +40 Timeline EEMV 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: 244 shares; 2025Q3: 244 shares; 2025Q4: 248 shares 248 $15.9K <0.01% +4 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 317 shares; 2025Q4: 321 shares 321 $15.3K <0.01% +4 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares 287 $15.1K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: 181 shares; 2025Q4: 178 shares 178 $15K <0.01% -3 Timeline REGL 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: 9 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares; 2025Q4: 177 shares 177 $14.9K <0.01% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $14.9K <0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $14.8K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,349 shares; 2025Q1: 1,354 shares; 2025Q2: 328 shares; 2025Q3: 329 shares; 2025Q4: 359 shares 359 $14.8K <0.01% +30 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $14.6K <0.01% 0 Timeline