JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,711,342 shares; 2025Q3: 8,284,236 shares; 2025Q4: 9,072,433 shares 9,072,433 $463M 7.83% +788,197 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: 124,102 shares; 2024Q4: 112,632 shares; 2025Q1: 111,129 shares; 2025Q2: 109,115 shares; 2025Q3: 468,305 shares; 2025Q4: 554,355 shares 554,355 $348M 5.87% +86,050 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: 2,844 shares; 2024Q4: 3,219,273 shares; 2025Q1: 3,395,605 shares; 2025Q2: 3,632,364 shares; 2025Q3: 3,697,745 shares; 2025Q4: 3,809,436 shares 3,809,436 $306M 5.16% +111,691 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791,820 shares; 2024Q4: 3,608,308 shares; 2025Q1: 3,859,957 shares; 2025Q2: 4,103,319 shares; 2025Q3: 4,390,569 shares; 2025Q4: 4,732,147 shares 4,732,147 $278M 4.7% +341,578 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,326,914 shares; 2024Q4: 4,398,254 shares; 2025Q1: 4,445,021 shares; 2025Q2: 4,625,524 shares; 2025Q3: 4,436,679 shares; 2025Q4: 4,417,191 shares 4,417,191 $251M 4.24% -19,488 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: 22,487 shares; 2024Q4: 21,128 shares; 2025Q1: 21,434 shares; 2025Q2: 20,943 shares; 2025Q3: 304,852 shares; 2025Q4: 375,518 shares 375,518 $231M 3.9% +70,666 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989,364 shares; 2024Q4: 1,993,705 shares; 2025Q1: 2,031,903 shares; 2025Q2: 2,187,721 shares; 2025Q3: 2,133,192 shares; 2025Q4: 2,095,412 shares 2,095,412 $224M 3.78% -37,780 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669,502 shares; 2024Q4: 1,694,757 shares; 2025Q1: 1,691,613 shares; 2025Q2: 1,742,085 shares; 2025Q3: 1,882,125 shares; 2025Q4: 2,019,427 shares 2,019,427 $203M 3.42% +137,302 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: 732,173 shares; 2024Q4: 716,555 shares; 2025Q1: 713,415 shares; 2025Q2: 729,644 shares; 2025Q3: 852,751 shares; 2025Q4: 730,854 shares 730,854 $199M 3.36% -121,897 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: 720,737 shares; 2024Q4: 359,434 shares; 2025Q1: 325,159 shares; 2025Q2: 320,128 shares; 2025Q3: 304,545 shares; 2025Q4: 289,992 shares 289,992 $198M 3.34% -14,553 Timeline HEFA 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: 653 shares; 2024Q4: 653 shares; 2025Q1: 797 shares; 2025Q2: not reported; 2025Q3: 1,794,056 shares; 2025Q4: 2,712,794 shares 2,712,794 $112M 1.9% +918,738 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: 77,464 shares; 2024Q4: 74,188 shares; 2025Q1: 72,605 shares; 2025Q2: 75,691 shares; 2025Q3: 80,644 shares; 2025Q4: 298,766 shares 298,766 $112M 1.89% +218,122 Timeline MDYV 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: 1,315,905 shares; 2024Q4: 1,328,415 shares; 2025Q1: 1,328,221 shares; 2025Q2: 1,369,003 shares; 2025Q3: 1,320,638 shares; 2025Q4: 1,303,671 shares 1,303,671 $110M 1.86% -16,967 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979,419 shares; 2024Q4: 997,608 shares; 2025Q1: 1,021,776 shares; 2025Q2: 1,069,712 shares; 2025Q3: 1,057,787 shares; 2025Q4: 1,054,792 shares 1,054,792 $97.5M 1.65% -2,995 Timeline IGF 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: 1,444,781 shares 1,444,781 $88.7M 1.5% new Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,639,891 shares; 2025Q4: 1,339,244 shares 1,339,244 $77.3M 1.31% -300,647 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: 144,761 shares; 2024Q4: 140,684 shares; 2025Q1: 140,116 shares; 2025Q2: 148,504 shares; 2025Q3: 174,619 shares; 2025Q4: 148,675 shares 148,675 $71.9M 1.21% -25,944 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,519 shares; 2024Q4: 739,385 shares; 2025Q1: 751,823 shares; 2025Q2: 788,734 shares; 2025Q3: 788,199 shares; 2025Q4: 781,673 shares 781,673 $71.1M 1.2% -6,526 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: 34,042 shares; 2024Q4: 30,723 shares; 2025Q1: 29,895 shares; 2025Q2: 38,211 shares; 2025Q3: 533,490 shares; 2025Q4: 718,922 shares 718,922 $69.2M 1.17% +185,432 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: 429,790 shares; 2024Q4: 372,137 shares; 2025Q1: 340,318 shares; 2025Q2: 332,831 shares; 2025Q3: 310,830 shares; 2025Q4: 682,820 shares 682,820 $65.6M 1.11% +371,990 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,013 shares; 2024Q4: 630,468 shares; 2025Q1: 639,123 shares; 2025Q2: 669,084 shares; 2025Q3: 660,330 shares; 2025Q4: 660,442 shares 660,442 $62.2M 1.05% +112 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,905 shares; 2024Q4: 685,120 shares; 2025Q1: 822,298 shares; 2025Q2: 904,286 shares; 2025Q3: 1,036,537 shares; 2025Q4: 1,184,016 shares 1,184,016 $60.3M 1.02% +147,479 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: 507,926 shares; 2024Q4: 430,349 shares; 2025Q1: 430,220 shares; 2025Q2: 445,110 shares; 2025Q3: 555,666 shares; 2025Q4: 322,653 shares 322,653 $60.2M 1.02% -233,013 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: 3,880 shares; 2024Q4: 383,174 shares; 2025Q1: 409,933 shares; 2025Q2: 524,672 shares; 2025Q3: 567,504 shares; 2025Q4: 849,669 shares 849,669 $57.1M 0.96% +282,165 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: 296 shares; 2024Q4: 296 shares; 2025Q1: 1,418 shares; 2025Q2: not reported; 2025Q3: 888,108 shares; 2025Q4: 1,162,266 shares 1,162,266 $54.1M 0.91% +274,158 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,101 shares; 2025Q1: 3,068 shares; 2025Q2: not reported; 2025Q3: 1,106,095 shares; 2025Q4: 1,126,823 shares 1,126,823 $52.7M 0.89% +20,728 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: 122,318 shares; 2024Q4: 120,295 shares; 2025Q1: 114,193 shares; 2025Q2: 118,040 shares; 2025Q3: 110,933 shares; 2025Q4: 99,437 shares 99,437 $47.1M 0.8% -11,496 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: 21,389 shares; 2024Q4: 5,765 shares; 2025Q1: 6,512 shares; 2025Q2: 10,555 shares; 2025Q3: 14,103 shares; 2025Q4: 190,506 shares 190,506 $46.9M 0.79% +176,403 Timeline VMBS 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: 159 shares; 2024Q4: 367 shares; 2025Q1: 251 shares; 2025Q2: not reported; 2025Q3: 290,491 shares; 2025Q4: 957,676 shares 957,676 $45.1M 0.76% +667,185 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: 13,095 shares; 2024Q4: 12,237 shares; 2025Q1: 12,944 shares; 2025Q2: 13,878 shares; 2025Q3: 305,205 shares; 2025Q4: 455,861 shares 455,861 $43.4M 0.73% +150,656 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,406 shares; 2024Q4: 760,803 shares; 2025Q1: 839,200 shares; 2025Q2: 909,213 shares; 2025Q3: 943,161 shares; 2025Q4: 1,192,856 shares 1,192,856 $40.9M 0.69% +249,695 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: 2,687 shares; 2024Q4: 1,005 shares; 2025Q1: 1,316 shares; 2025Q2: not reported; 2025Q3: 12,405 shares; 2025Q4: 408,193 shares 408,193 $39.3M 0.66% +395,788 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: 431,238 shares; 2025Q4: 573,058 shares 573,058 $34.8M 0.59% +141,820 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: 1,454 shares; 2024Q4: 1,480 shares; 2025Q1: 2,921 shares; 2025Q2: 1,641 shares; 2025Q3: 99,896 shares; 2025Q4: 163,462 shares 163,462 $34.7M 0.59% +63,566 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: 23,174 shares; 2024Q4: 21,463 shares; 2025Q1: 25,904 shares; 2025Q2: 24,083 shares; 2025Q3: 220,112 shares; 2025Q4: 277,566 shares 277,566 $33.4M 0.56% +57,454 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,412,105 shares; 2025Q3: 1,339,891 shares; 2025Q4: 1,272,801 shares 1,272,801 $32.4M 0.55% -67,090 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,023 shares; 2024Q4: 13,833 shares; 2025Q1: 13,183 shares; 2025Q2: 9,857 shares; 2025Q3: 888,742 shares; 2025Q4: 1,091,131 shares 1,091,131 $31.5M 0.53% +202,389 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,175 shares; 2024Q4: 18,962 shares; 2025Q1: 19,131 shares; 2025Q2: 160,566 shares; 2025Q3: 160,763 shares; 2025Q4: 134,285 shares 134,285 $30.6M 0.52% -26,478 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: 2,948 shares; 2024Q4: 3,412 shares; 2025Q1: 1,391 shares; 2025Q2: not reported; 2025Q3: 6,160 shares; 2025Q4: 303,725 shares 303,725 $30.3M 0.51% +297,565 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: 276,262 shares; 2025Q4: 335,693 shares 335,693 $30.2M 0.51% +59,431 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: 222,161 shares; 2024Q4: 211,565 shares; 2025Q1: 206,626 shares; 2025Q2: 193,145 shares; 2025Q3: 190,207 shares; 2025Q4: 180,219 shares 180,219 $28.9M 0.49% -9,988 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: 58,032 shares; 2024Q4: 62,005 shares; 2025Q1: 66,793 shares; 2025Q2: 68,304 shares; 2025Q3: 124,035 shares; 2025Q4: 461,848 shares 461,848 $28.9M 0.49% +337,813 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: 550,863 shares; 2024Q4: 542,880 shares; 2025Q1: 546,355 shares; 2025Q2: 530,842 shares; 2025Q3: 530,849 shares; 2025Q4: 518,150 shares 518,150 $27.9M 0.47% -12,699 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: 55,530 shares; 2024Q4: 57,829 shares; 2025Q1: 61,283 shares; 2025Q2: 62,981 shares; 2025Q3: 62,551 shares; 2025Q4: 83,144 shares 83,144 $27.9M 0.47% +20,593 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 1,011 shares; 2025Q1: 432 shares; 2025Q2: not reported; 2025Q3: 935,642 shares; 2025Q4: 1,185,787 shares 1,185,787 $27.7M 0.47% +250,145 Timeline BDYN 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: 859,511 shares; 2025Q4: 1,076,818 shares 1,076,818 $27.6M 0.47% +217,307 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 1,145 shares; 2025Q3: 3,279 shares; 2025Q4: 107,902 shares 107,902 $27.3M 0.46% +104,623 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: 152,495 shares; 2024Q4: 146,911 shares; 2025Q1: 148,041 shares; 2025Q2: 162,008 shares; 2025Q3: 195,586 shares; 2025Q4: 113,315 shares 113,315 $26.2M 0.44% -82,271 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: 1,743 shares; 2024Q4: 1,675 shares; 2025Q1: 1,650 shares; 2025Q2: 2,784 shares; 2025Q3: 49,282 shares; 2025Q4: 70,565 shares 70,565 $24.2M 0.41% +21,283 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: 34,191 shares; 2024Q4: 35,156 shares; 2025Q1: 39,069 shares; 2025Q2: 38,350 shares; 2025Q3: 366,432 shares; 2025Q4: 445,838 shares 445,838 $24M 0.4% +79,406 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: 51,021 shares; 2024Q4: 48,191 shares; 2025Q1: 49,102 shares; 2025Q2: 50,174 shares; 2025Q3: 176,076 shares; 2025Q4: 163,324 shares 163,324 $23.4M 0.4% -12,752 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219,624 shares 219,624 $22.5M 0.38% new 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: 154,000 shares; 2024Q4: 169,139 shares; 2025Q1: 139,747 shares; 2025Q2: 141,734 shares; 2025Q3: 263,587 shares; 2025Q4: 236,491 shares 236,491 $21.6M 0.37% -27,096 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: 43,683 shares; 2024Q4: 41,649 shares; 2025Q1: 42,811 shares; 2025Q2: 49,398 shares; 2025Q3: 55,640 shares; 2025Q4: 41,725 shares 41,725 $21M 0.35% -13,915 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: 126,562 shares; 2024Q4: 120,075 shares; 2025Q1: 119,563 shares; 2025Q2: 128,956 shares; 2025Q3: 149,175 shares; 2025Q4: 65,751 shares 65,751 $20.6M 0.35% -83,424 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,140 shares; 2025Q2: not reported; 2025Q3: 385,604 shares; 2025Q4: 273,638 shares 273,638 $20.5M 0.35% -111,966 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: 67,799 shares; 2024Q4: 63,853 shares; 2025Q1: 64,377 shares; 2025Q2: 67,031 shares; 2025Q3: 77,640 shares; 2025Q4: 62,290 shares 62,290 $19.5M 0.33% -15,350 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: 17,815 shares; 2024Q4: 18,082 shares; 2025Q1: 18,632 shares; 2025Q2: 18,496 shares; 2025Q3: 24,549 shares; 2025Q4: 28,087 shares 28,087 $19.2M 0.33% +3,538 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: 60,978 shares; 2024Q4: 59,692 shares; 2025Q1: 55,688 shares; 2025Q2: 59,027 shares; 2025Q3: 71,641 shares; 2025Q4: 42,511 shares 42,511 $19.1M 0.32% -29,130 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: 16,861 shares; 2024Q4: 14,648 shares; 2025Q1: 14,088 shares; 2025Q2: 13,795 shares; 2025Q3: 34,161 shares; 2025Q4: 125,435 shares 125,435 $18.1M 0.31% +91,274 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: 218,663 shares; 2025Q4: 338,397 shares 338,397 $17.9M 0.3% +119,734 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: 58,765 shares; 2024Q4: 60,661 shares; 2025Q1: 61,338 shares; 2025Q2: 68,583 shares; 2025Q3: 75,102 shares; 2025Q4: 48,619 shares 48,619 $15.7M 0.26% -26,483 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: 74,003 shares; 2024Q4: 72,864 shares; 2025Q1: 75,038 shares; 2025Q2: 76,797 shares; 2025Q3: 83,067 shares; 2025Q4: 63,868 shares 63,868 $14.6M 0.25% -19,199 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: 159 shares; 2024Q4: 118 shares; 2025Q1: 1,907 shares; 2025Q2: 2,555 shares; 2025Q3: 36,040 shares; 2025Q4: 57,712 shares 57,712 $14.4M 0.24% +21,672 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: 1,440 shares; 2024Q4: 1,449 shares; 2025Q1: 1,437 shares; 2025Q2: 1,154 shares; 2025Q3: 2,514 shares; 2025Q4: 54,025 shares 54,025 $13.9M 0.24% +51,511 Timeline VGLT 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: 627 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: not reported; 2025Q3: 223,563 shares; 2025Q4: 233,126 shares 233,126 $13M 0.22% +9,563 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: 2,812 shares; 2024Q4: 2,812 shares; 2025Q1: 4,108 shares; 2025Q2: 4,040 shares; 2025Q3: 151,061 shares; 2025Q4: 229,936 shares 229,936 $12.6M 0.21% +78,875 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,603 shares; 2024Q4: 96,521 shares; 2025Q1: 89,940 shares; 2025Q2: 92,991 shares; 2025Q3: 92,507 shares; 2025Q4: 90,582 shares 90,582 $12.4M 0.21% -1,925 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: 164,902 shares; 2025Q4: 354,467 shares 354,467 $11.8M 0.2% +189,565 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: 238,230 shares; 2024Q4: 228,872 shares; 2025Q1: 224,795 shares; 2025Q2: 217,788 shares; 2025Q3: 214,938 shares; 2025Q4: 204,382 shares 204,382 $11.8M 0.2% -10,556 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 947 shares; 2025Q1: 247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,493 shares 146,493 $11.7M 0.2% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,272 shares; 2024Q4: 456,524 shares; 2025Q1: 400,090 shares; 2025Q2: 402,523 shares; 2025Q3: 411,380 shares; 2025Q4: 425,946 shares 425,946 $11.5M 0.19% +14,566 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162,906 shares; 2025Q4: 307,711 shares 307,711 $11.3M 0.19% +144,805 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: 41,600 shares; 2024Q4: 39,664 shares; 2025Q1: 39,797 shares; 2025Q2: 48,825 shares; 2025Q3: 50,006 shares; 2025Q4: 51,399 shares 51,399 $11.3M 0.19% +1,393 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,820 shares; 2024Q4: 405,382 shares; 2025Q1: 404,570 shares; 2025Q2: 406,281 shares; 2025Q3: 413,254 shares; 2025Q4: 400,469 shares 400,469 $11.2M 0.19% -12,785 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: 33,411 shares; 2024Q4: 30,928 shares; 2025Q1: 32,173 shares; 2025Q2: 34,417 shares; 2025Q3: 39,384 shares; 2025Q4: 16,828 shares 16,828 $11.1M 0.19% -22,556 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 12,586 shares; 2025Q1: 11,319 shares; 2025Q2: 18,030 shares; 2025Q3: 33,758 shares; 2025Q4: 107,102 shares 107,102 $10.6M 0.18% +73,344 Timeline BDVL 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: 316,056 shares; 2025Q4: 426,717 shares 426,717 $10.6M 0.18% +110,661 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,982 shares; 2025Q4: 190,872 shares 190,872 $10.3M 0.17% +42,890 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: 200 shares; 2024Q4: 398 shares; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,699 shares 68,699 $10.2M 0.17% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,100 shares; 2024Q4: 4,227 shares; 2025Q1: 4,656 shares; 2025Q2: 4,100 shares; 2025Q3: 95,995 shares; 2025Q4: 124,996 shares 124,996 $10.1M 0.17% +29,001 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,741 shares; 2024Q4: 36,312 shares; 2025Q1: 33,106 shares; 2025Q2: 37,777 shares; 2025Q3: 37,255 shares; 2025Q4: 45,783 shares 45,783 $9.63M 0.16% +8,528 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,626 shares; 2025Q1: 6,167 shares; 2025Q2: 11,336 shares; 2025Q3: 12,439 shares; 2025Q4: 108,817 shares 108,817 $9.63M 0.16% +96,378 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,829 shares; 2025Q4: 197,322 shares 197,322 $9.53M 0.16% +46,493 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,663 shares; 2024Q4: 49,198 shares; 2025Q1: 49,638 shares; 2025Q2: 56,815 shares; 2025Q3: 69,689 shares; 2025Q4: 26,824 shares 26,824 $9.28M 0.16% -42,865 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: 5,440 shares; 2024Q4: 4,163 shares; 2025Q1: 5,044 shares; 2025Q2: 5,172 shares; 2025Q3: 10,628 shares; 2025Q4: 12,274 shares 12,274 $9.25M 0.16% +1,646 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: 26,691 shares; 2024Q4: 25,155 shares; 2025Q1: 25,744 shares; 2025Q2: 37,279 shares; 2025Q3: 42,170 shares; 2025Q4: 25,906 shares 25,906 $9.09M 0.15% -16,264 Timeline SOXQ 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: 320 shares; 2025Q2: not reported; 2025Q3: 131,611 shares; 2025Q4: 161,837 shares 161,837 $9.03M 0.15% +30,226 Timeline IGEB 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: 33,484 shares; 2025Q2: 6,441 shares; 2025Q3: 172,190 shares; 2025Q4: 193,093 shares 193,093 $8.82M 0.15% +20,903 Timeline IEUR 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: 66 shares; 2025Q2: not reported; 2025Q3: 91,476 shares; 2025Q4: 118,183 shares 118,183 $8.39M 0.14% +26,707 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: 68,437 shares; 2024Q4: 66,093 shares; 2025Q1: 64,646 shares; 2025Q2: 61,204 shares; 2025Q3: 60,361 shares; 2025Q4: 64,154 shares 64,154 $7.91M 0.13% +3,793 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: 8,706 shares; 2024Q4: 8,102 shares; 2025Q1: 10,419 shares; 2025Q2: 10,571 shares; 2025Q3: 14,602 shares; 2025Q4: 15,027 shares 15,027 $7.33M 0.12% +425 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: 13,244 shares; 2024Q4: 13,022 shares; 2025Q1: 13,321 shares; 2025Q2: 14,419 shares; 2025Q3: 15,361 shares; 2025Q4: 6,683 shares 6,683 $7.18M 0.12% -8,678 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 244 shares; 2025Q1: 376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,620 shares 83,620 $7M 0.12% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,415 shares; 2024Q4: 26,278 shares; 2025Q1: 10,058 shares; 2025Q2: 10,955 shares; 2025Q3: 14,942 shares; 2025Q4: 14,221 shares 14,221 $6.97M 0.12% -721 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: 33,362 shares; 2024Q4: 31,489 shares; 2025Q1: 32,891 shares; 2025Q2: 36,032 shares; 2025Q3: 44,580 shares; 2025Q4: 35,695 shares 35,695 $6.96M 0.12% -8,885 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: 117,015 shares; 2024Q4: 103,892 shares; 2025Q1: 101,357 shares; 2025Q2: 99,321 shares; 2025Q3: 97,949 shares; 2025Q4: 96,916 shares 96,916 $6.92M 0.12% -1,033 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 407 shares; 2025Q1: 857 shares; 2025Q2: not reported; 2025Q3: 16,029 shares; 2025Q4: 31,580 shares 31,580 $6.78M 0.11% +15,551 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: 47,159 shares; 2024Q4: 41,793 shares; 2025Q1: 45,183 shares; 2025Q2: 45,862 shares; 2025Q3: 48,919 shares; 2025Q4: 32,513 shares 32,513 $6.73M 0.11% -16,406 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: 39,994 shares; 2024Q4: 39,959 shares; 2025Q1: 41,086 shares; 2025Q2: 38,841 shares; 2025Q3: 53,329 shares; 2025Q4: 43,802 shares 43,802 $6.68M 0.11% -9,527 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: 22,164 shares; 2024Q4: 21,938 shares; 2025Q1: 22,735 shares; 2025Q2: 19,481 shares; 2025Q3: 27,131 shares; 2025Q4: 21,533 shares 21,533 $6.58M 0.11% -5,598 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,030 shares; 2024Q4: 51,680 shares; 2025Q1: 43,650 shares; 2025Q2: 41,969 shares; 2025Q3: 83,314 shares; 2025Q4: 56,325 shares 56,325 $6.42M 0.11% -26,989 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,654 shares; 2025Q1: 3,860 shares; 2025Q2: 4,979 shares; 2025Q3: 27,970 shares; 2025Q4: 40,961 shares 40,961 $6.35M 0.11% +12,991 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: 6,244 shares; 2024Q4: 6,468 shares; 2025Q1: 6,109 shares; 2025Q2: 5,420 shares; 2025Q3: 9,350 shares; 2025Q4: 136,990 shares 136,990 $6.3M 0.11% +127,640 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: 103,940 shares; 2025Q4: 130,110 shares 130,110 $6.27M 0.11% +26,170 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: 11,042 shares; 2024Q4: 10,733 shares; 2025Q1: 10,712 shares; 2025Q2: 11,375 shares; 2025Q3: 11,666 shares; 2025Q4: 7,155 shares 7,155 $6.17M 0.1% -4,511 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,060 shares; 2024Q4: 16,319 shares; 2025Q1: 14,472 shares; 2025Q2: 13,798 shares; 2025Q3: 19,571 shares; 2025Q4: 64,556 shares 64,556 $6.14M 0.1% +44,985 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: 60,972 shares; 2024Q4: 51,994 shares; 2025Q1: 54,348 shares; 2025Q2: 55,936 shares; 2025Q3: 75,940 shares; 2025Q4: 49,565 shares 49,565 $5.96M 0.1% -26,375 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,360 shares; 2024Q4: 68,530 shares; 2025Q1: 67,305 shares; 2025Q2: 66,905 shares; 2025Q3: 66,905 shares; 2025Q4: 179,217 shares 179,217 $5.88M 0.1% +112,312 Timeline TECB 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: 75,490 shares; 2025Q4: 95,175 shares 95,175 $5.79M 0.1% +19,685 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: 6,264 shares; 2024Q4: 4,384 shares; 2025Q1: 4,593 shares; 2025Q2: 4,205 shares; 2025Q3: 21,389 shares; 2025Q4: 36,624 shares 36,624 $5.67M 0.1% +15,235 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,809 shares; 2024Q4: 99,625 shares; 2025Q1: 95,309 shares; 2025Q2: 81,940 shares; 2025Q3: 77,292 shares; 2025Q4: 77,905 shares 77,905 $5.66M 0.1% +613 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: 16,703 shares; 2024Q4: 26,913 shares; 2025Q1: 29,246 shares; 2025Q2: 37,682 shares; 2025Q3: 49,532 shares; 2025Q4: 31,698 shares 31,698 $5.63M 0.1% -17,834 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,429 shares; 2024Q4: 249,168 shares; 2025Q1: 239,670 shares; 2025Q2: 235,172 shares; 2025Q3: 234,892 shares; 2025Q4: 229,744 shares 229,744 $5.57M 0.09% -5,148 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: 17,698 shares; 2024Q4: 16,793 shares; 2025Q1: 17,405 shares; 2025Q2: 18,206 shares; 2025Q3: 21,673 shares; 2025Q4: 14,409 shares 14,409 $5.33M 0.09% -7,264 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: 19,562 shares; 2024Q4: 20,785 shares; 2025Q1: 20,202 shares; 2025Q2: 20,837 shares; 2025Q3: 25,866 shares; 2025Q4: 17,731 shares 17,731 $5.25M 0.09% -8,135 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: 9,609 shares; 2024Q4: 8,193 shares; 2025Q1: 8,216 shares; 2025Q2: 8,956 shares; 2025Q3: 9,875 shares; 2025Q4: 55,037 shares 55,037 $5.16M 0.09% +45,162 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: 76,934 shares; 2024Q4: 73,933 shares; 2025Q1: 83,157 shares; 2025Q2: 83,501 shares; 2025Q3: 88,324 shares; 2025Q4: 54,025 shares 54,025 $5.04M 0.09% -34,299 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: 10,264 shares; 2024Q4: 10,071 shares; 2025Q1: 10,348 shares; 2025Q2: 10,041 shares; 2025Q3: 12,540 shares; 2025Q4: 8,744 shares 8,744 $5.01M 0.08% -3,796 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: 29,453 shares; 2024Q4: 42,465 shares; 2025Q1: 48,455 shares; 2025Q2: 46,713 shares; 2025Q3: 49,563 shares; 2025Q4: 55,142 shares 55,142 $4.93M 0.08% +5,579 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: 47,403 shares; 2024Q4: 46,127 shares; 2025Q1: 46,801 shares; 2025Q2: 51,228 shares; 2025Q3: 54,754 shares; 2025Q4: 38,751 shares 38,751 $4.86M 0.08% -16,003 Timeline SPBO 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: 136,765 shares; 2025Q4: 163,984 shares 163,984 $4.81M 0.08% +27,219 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 5,493 shares; 2025Q1: 5,576 shares; 2025Q2: 5,516 shares; 2025Q3: 45,241 shares; 2025Q4: 24,087 shares 24,087 $4.81M 0.08% -21,154 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 2,522 shares; 2025Q4: 21,463 shares 21,463 $4.79M 0.08% +18,941 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.08% 0 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: 16,490 shares; 2024Q4: 15,625 shares; 2025Q1: 15,945 shares; 2025Q2: 15,986 shares; 2025Q3: 17,393 shares; 2025Q4: 12,768 shares 12,768 $4.48M 0.08% -4,625 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,408 shares; 2024Q4: 18,418 shares; 2025Q1: 20,298 shares; 2025Q2: 20,100 shares; 2025Q3: 19,935 shares; 2025Q4: 21,307 shares 21,307 $4.46M 0.08% +1,372 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,866 shares; 2024Q4: 27,866 shares; 2025Q1: 30,596 shares; 2025Q2: 27,866 shares; 2025Q3: 27,866 shares; 2025Q4: 112,300 shares 112,300 $4.45M 0.08% +84,434 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: 30,387 shares; 2024Q4: 26,259 shares; 2025Q1: 29,034 shares; 2025Q2: 31,330 shares; 2025Q3: 35,430 shares; 2025Q4: 20,551 shares 20,551 $4.4M 0.07% -14,879 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: 67,785 shares; 2024Q4: 62,582 shares; 2025Q1: 65,539 shares; 2025Q2: 58,994 shares; 2025Q3: 80,550 shares; 2025Q4: 39,254 shares 39,254 $4.36M 0.07% -41,296 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: 99,533 shares; 2024Q4: 91,580 shares; 2025Q1: 100,600 shares; 2025Q2: 112,003 shares; 2025Q3: 132,855 shares; 2025Q4: 79,020 shares 79,020 $4.35M 0.07% -53,835 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: 34,602 shares; 2024Q4: 32,781 shares; 2025Q1: 30,616 shares; 2025Q2: 28,335 shares; 2025Q3: 29,797 shares; 2025Q4: 30,162 shares 30,162 $4.2M 0.07% +365 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 2,477 shares; 2025Q1: 1,508 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,642 shares 87,642 $4.19M 0.07% new Timeline EMB 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: 769 shares; 2024Q4: 465 shares; 2025Q1: 452 shares; 2025Q2: not reported; 2025Q3: 28,108 shares; 2025Q4: 42,134 shares 42,134 $4.06M 0.07% +14,026 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: 3,382 shares; 2024Q4: 3,268 shares; 2025Q1: 3,025 shares; 2025Q2: 3,219 shares; 2025Q3: 9,874 shares; 2025Q4: 8,101 shares 8,101 $3.92M 0.07% -1,773 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: 20,050 shares; 2024Q4: 22,924 shares; 2025Q1: 21,390 shares; 2025Q2: 17,814 shares; 2025Q3: 24,450 shares; 2025Q4: 18,022 shares 18,022 $3.91M 0.07% -6,428 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,705 shares; 2024Q4: 44,705 shares; 2025Q1: 46,476 shares; 2025Q2: 41,544 shares; 2025Q3: 27,129 shares; 2025Q4: 27,127 shares 27,127 $3.85M 0.07% -2 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,269 shares; 2025Q4: 48,720 shares 48,720 $3.82M 0.06% +5,451 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: 532 shares; 2024Q4: 670 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: 120,833 shares; 2025Q4: 165,640 shares 165,640 $3.81M 0.06% +44,807 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 37,395 shares; 2025Q4: 31,873 shares 31,873 $3.75M 0.06% -5,522 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,150 shares; 2024Q4: 17,520 shares; 2025Q1: 17,708 shares; 2025Q2: 17,959 shares; 2025Q3: 18,201 shares; 2025Q4: 26,848 shares 26,848 $3.74M 0.06% +8,647 Timeline SCHO 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: 927 shares; 2024Q4: 1,793 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 145,507 shares; 2025Q4: 150,313 shares 150,313 $3.66M 0.06% +4,806 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: 54,755 shares; 2024Q4: 55,146 shares; 2025Q1: 55,530 shares; 2025Q2: 59,993 shares; 2025Q3: 66,831 shares; 2025Q4: 46,824 shares 46,824 $3.61M 0.06% -20,007 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: 33,787 shares; 2024Q4: 29,101 shares; 2025Q1: 31,540 shares; 2025Q2: 36,934 shares; 2025Q3: 43,370 shares; 2025Q4: 25,193 shares 25,193 $3.58M 0.06% -18,177 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: 17,256 shares; 2024Q4: 16,258 shares; 2025Q1: 16,172 shares; 2025Q2: 17,663 shares; 2025Q3: 21,291 shares; 2025Q4: 10,342 shares 10,342 $3.56M 0.06% -10,949 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,417 shares; 2024Q4: 73,421 shares; 2025Q1: 61,226 shares; 2025Q2: 59,607 shares; 2025Q3: 115,542 shares; 2025Q4: 115,967 shares 115,967 $3.49M 0.06% +425 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 1,144 shares; 2025Q1: 16,017 shares; 2025Q2: 18,640 shares; 2025Q3: 68,210 shares; 2025Q4: 48,678 shares 48,678 $3.38M 0.06% -19,532 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: 6,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,406 shares; 2025Q4: 64,756 shares 64,756 $3.26M 0.06% +16,350 Timeline FLOT 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 521 shares; 2025Q2: not reported; 2025Q3: 53,264 shares; 2025Q4: 63,887 shares 63,887 $3.25M 0.05% +10,623 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 8,299 shares; 2025Q1: 8,959 shares; 2025Q2: 16,500 shares; 2025Q3: 40,492 shares; 2025Q4: 60,725 shares 60,725 $3.2M 0.05% +20,233 Timeline SYSB 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: 35,633 shares 35,633 $3.2M 0.05% new 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: 22,593 shares; 2024Q4: 20,653 shares; 2025Q1: 21,000 shares; 2025Q2: 17,581 shares; 2025Q3: 21,740 shares; 2025Q4: 11,870 shares 11,870 $3.14M 0.05% -9,870 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: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 10,498 shares; 2025Q4: 25,865 shares 25,865 $3.09M 0.05% +15,367 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: 26,902 shares; 2024Q4: 25,631 shares; 2025Q1: 25,909 shares; 2025Q2: 26,946 shares; 2025Q3: 30,540 shares; 2025Q4: 16,518 shares 16,518 $3.03M 0.05% -14,022 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,112 shares; 2024Q4: 15,993 shares; 2025Q1: 13,907 shares; 2025Q2: 14,574 shares; 2025Q3: 35,781 shares; 2025Q4: 33,143 shares 33,143 $3.01M 0.05% -2,638 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: 2,736 shares; 2024Q4: 3,485 shares; 2025Q1: 2,931 shares; 2025Q2: 3,319 shares; 2025Q3: 5,461 shares; 2025Q4: 10,296 shares 10,296 $2.99M 0.05% +4,835 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: 5,871 shares; 2024Q4: 5,610 shares; 2025Q1: 6,842 shares; 2025Q2: 6,302 shares; 2025Q3: 20,089 shares; 2025Q4: 66,776 shares 66,776 $2.99M 0.05% +46,687 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,276 shares; 2024Q4: 42,931 shares; 2025Q1: 42,931 shares; 2025Q2: 42,931 shares; 2025Q3: 42,932 shares; 2025Q4: 40,930 shares 40,930 $2.98M 0.05% -2,002 Timeline FDIV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,796 shares; 2025Q3: 108,246 shares; 2025Q4: 108,919 shares 108,919 $2.95M 0.05% +673 Timeline PAVE 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: 102 shares; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 46,621 shares; 2025Q4: 59,087 shares 59,087 $2.82M 0.05% +12,466 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,338 shares; 2024Q4: 17,158 shares; 2025Q1: 16,790 shares; 2025Q2: 16,790 shares; 2025Q3: 16,790 shares; 2025Q4: 16,944 shares 16,944 $2.81M 0.05% +154 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: 12,187 shares; 2024Q4: 9,365 shares; 2025Q1: 14,439 shares; 2025Q2: 15,649 shares; 2025Q3: 15,441 shares; 2025Q4: 14,100 shares 14,100 $2.8M 0.05% -1,341 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: 25,827 shares; 2024Q4: 26,311 shares; 2025Q1: 25,967 shares; 2025Q2: 27,230 shares; 2025Q3: 27,341 shares; 2025Q4: 20,422 shares 20,422 $2.77M 0.05% -6,919 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,500 shares; 2024Q4: 180,000 shares; 2025Q1: 180,000 shares; 2025Q2: 180,000 shares; 2025Q3: 182,850 shares; 2025Q4: 180,000 shares 180,000 $2.7M 0.05% -2,850 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: 28,793 shares; 2024Q4: 28,245 shares; 2025Q1: 27,598 shares; 2025Q2: 29,906 shares; 2025Q3: 36,405 shares; 2025Q4: 23,315 shares 23,315 $2.64M 0.04% -13,090 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: 10,841 shares; 2024Q4: 10,046 shares; 2025Q1: 10,308 shares; 2025Q2: 11,190 shares; 2025Q3: 13,554 shares; 2025Q4: 4,611 shares 4,611 $2.63M 0.04% -8,943 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: 13,223 shares; 2024Q4: 13,008 shares; 2025Q1: 13,882 shares; 2025Q2: 15,658 shares; 2025Q3: 21,013 shares; 2025Q4: 8,391 shares 8,391 $2.58M 0.04% -12,622 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,748 shares; 2024Q4: 21,105 shares; 2025Q1: 19,103 shares; 2025Q2: 19,106 shares; 2025Q3: 18,585 shares; 2025Q4: 18,179 shares 18,179 $2.57M 0.04% -406 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 4,661 shares; 2025Q1: 5,987 shares; 2025Q2: 4,883 shares; 2025Q3: 6,384 shares; 2025Q4: 34,556 shares 34,556 $2.56M 0.04% +28,172 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,198 shares; 2024Q4: 7,506 shares; 2025Q1: 4,541 shares; 2025Q2: 55,201 shares; 2025Q3: 57,655 shares; 2025Q4: 54,997 shares 54,997 $2.56M 0.04% -2,658 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: 29,151 shares; 2024Q4: 26,547 shares; 2025Q1: 46,588 shares; 2025Q2: 36,319 shares; 2025Q3: 43,665 shares; 2025Q4: 38,555 shares 38,555 $2.54M 0.04% -5,110 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: 6,597 shares; 2024Q4: 5,925 shares; 2025Q1: 5,930 shares; 2025Q2: 5,705 shares; 2025Q3: 31,102 shares; 2025Q4: 28,424 shares 28,424 $2.49M 0.04% -2,678 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,570 shares; 2025Q4: 51,503 shares 51,503 $2.48M 0.04% +14,933 Timeline SUSB 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: 97,838 shares 97,838 $2.47M 0.04% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,771 shares; 2024Q4: 51,651 shares; 2025Q1: 51,282 shares; 2025Q2: 51,387 shares; 2025Q3: 51,860 shares; 2025Q4: 52,318 shares 52,318 $2.45M 0.04% +458 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: 3,734 shares; 2024Q4: 3,511 shares; 2025Q1: 3,602 shares; 2025Q2: 4,170 shares; 2025Q3: 3,599 shares; 2025Q4: 4,063 shares 4,063 $2.45M 0.04% +464 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,972 shares; 2025Q1: 2,083 shares; 2025Q2: 2,187 shares; 2025Q3: 2,791 shares; 2025Q4: 2,726 shares 2,726 $2.4M 0.04% -65 Timeline IHAK 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: 147 shares; 2025Q2: not reported; 2025Q3: 36,809 shares; 2025Q4: 47,293 shares 47,293 $2.28M 0.04% +10,484 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: 15,756 shares; 2024Q4: 13,873 shares; 2025Q1: 10,822 shares; 2025Q2: 11,668 shares; 2025Q3: 17,702 shares; 2025Q4: 6,804 shares 6,804 $2.25M 0.04% -10,898 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: 97,848 shares; 2024Q4: 96,766 shares; 2025Q1: 103,001 shares; 2025Q2: 98,939 shares; 2025Q3: 31,511 shares; 2025Q4: 22,847 shares 22,847 $2.23M 0.04% -8,664 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,956 shares; 2024Q4: 17,941 shares; 2025Q1: 18,153 shares; 2025Q2: 17,776 shares; 2025Q3: 17,579 shares; 2025Q4: 17,186 shares 17,186 $2.23M 0.04% -393 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,507 shares; 2024Q4: 12,180 shares; 2025Q1: 11,699 shares; 2025Q2: 11,179 shares; 2025Q3: 12,349 shares; 2025Q4: 8,885 shares 8,885 $2.18M 0.04% -3,464 Timeline DMXF 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: 1,513 shares; 2024Q4: 1,801 shares; 2025Q1: 1,513 shares; 2025Q2: not reported; 2025Q3: 2,689 shares; 2025Q4: 28,307 shares 28,307 $2.13M 0.04% +25,618 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,379 shares; 2025Q4: 65,689 shares 65,689 $2.08M 0.04% +36,310 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,308 shares; 2025Q1: 26,822 shares; 2025Q2: 25,590 shares; 2025Q3: 25,876 shares; 2025Q4: 27,442 shares 27,442 $2.07M 0.03% +1,566 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: 4,102 shares; 2024Q4: 4,085 shares; 2025Q1: 4,695 shares; 2025Q2: 4,991 shares; 2025Q3: 5,450 shares; 2025Q4: 4,434 shares 4,434 $2.06M 0.03% -1,016 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: 9,775 shares; 2024Q4: 9,596 shares; 2025Q1: 9,663 shares; 2025Q2: 10,644 shares; 2025Q3: 11,885 shares; 2025Q4: 14,348 shares 14,348 $2.03M 0.03% +2,463 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: 39,547 shares; 2024Q4: 36,259 shares; 2025Q1: 32,714 shares; 2025Q2: 39,328 shares; 2025Q3: 45,059 shares; 2025Q4: 19,276 shares 19,276 $1.99M 0.03% -25,783 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: 81 shares; 2024Q4: 48 shares; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: 8,392 shares; 2025Q4: 19,492 shares 19,492 $1.98M 0.03% +11,100 Timeline XVV 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: 19,765 shares; 2024Q4: 26,941 shares; 2025Q1: 26,160 shares; 2025Q2: 32,506 shares; 2025Q3: 33,352 shares; 2025Q4: 37,353 shares 37,353 $1.97M 0.03% +4,001 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: 3,490 shares; 2024Q4: 3,589 shares; 2025Q1: 3,481 shares; 2025Q2: 4,112 shares; 2025Q3: 4,407 shares; 2025Q4: 4,915 shares 4,915 $1.95M 0.03% +508 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: 4,516 shares; 2024Q4: 4,555 shares; 2025Q1: 5,000 shares; 2025Q2: 6,471 shares; 2025Q3: 6,666 shares; 2025Q4: 4,125 shares 4,125 $1.93M 0.03% -2,541 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: 37,082 shares; 2024Q4: 75,354 shares; 2025Q1: 66,795 shares; 2025Q2: 65,807 shares; 2025Q3: 61,523 shares; 2025Q4: 79,681 shares 79,681 $1.92M 0.03% +18,158 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: 50,774 shares; 2024Q4: 47,559 shares; 2025Q1: 48,317 shares; 2025Q2: 50,458 shares; 2025Q3: 55,682 shares; 2025Q4: 27,128 shares 27,128 $1.9M 0.03% -28,554 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 2,169 shares; 2025Q2: 2,140 shares; 2025Q3: 14,477 shares; 2025Q4: 17,884 shares 17,884 $1.89M 0.03% +3,407 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,303 shares; 2025Q1: 3,455 shares; 2025Q2: 4,610 shares; 2025Q3: 8,286 shares; 2025Q4: 9,837 shares 9,837 $1.88M 0.03% +1,551 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,729 shares; 2024Q4: 23,201 shares; 2025Q1: 20,830 shares; 2025Q2: 19,818 shares; 2025Q3: 19,741 shares; 2025Q4: 19,044 shares 19,044 $1.86M 0.03% -697 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 3,199 shares; 2025Q1: 6,046 shares; 2025Q2: 8,312 shares; 2025Q3: 9,141 shares; 2025Q4: 8,780 shares 8,780 $1.86M 0.03% -361 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: 13,782 shares; 2024Q4: 15,119 shares; 2025Q1: 15,417 shares; 2025Q2: 17,265 shares; 2025Q3: 17,780 shares; 2025Q4: 11,496 shares 11,496 $1.84M 0.03% -6,284 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: 3,246 shares; 2024Q4: 4,200 shares; 2025Q1: 4,274 shares; 2025Q2: 4,799 shares; 2025Q3: 6,366 shares; 2025Q4: 2,808 shares 2,808 $1.84M 0.03% -3,558 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH 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: 39,231 shares 39,231 $1.82M 0.03% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 73,916 shares; 2025Q2: 28,152 shares; 2025Q3: 21,956 shares; 2025Q4: 22,416 shares 22,416 $1.82M 0.03% +460 Timeline VCLT 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: 120 shares; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: 22,665 shares; 2025Q4: 23,830 shares 23,830 $1.81M 0.03% +1,165 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 11,018 shares; 2025Q1: 15,114 shares; 2025Q2: 13,968 shares; 2025Q3: 14,416 shares; 2025Q4: 21,476 shares 21,476 $1.8M 0.03% +7,060 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: 18,182 shares; 2024Q4: 18,449 shares; 2025Q1: 19,281 shares; 2025Q2: 19,067 shares; 2025Q3: 25,423 shares; 2025Q4: 20,457 shares 20,457 $1.78M 0.03% -4,966 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: 42,009 shares; 2024Q4: 42,767 shares; 2025Q1: 42,188 shares; 2025Q2: 42,657 shares; 2025Q3: 62,650 shares; 2025Q4: 33,665 shares 33,665 $1.78M 0.03% -28,985 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,048 shares; 2025Q4: 13,388 shares 13,388 $1.78M 0.03% -2,660 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,134 shares; 2025Q1: 3,304 shares; 2025Q2: 4,717 shares; 2025Q3: 18,216 shares; 2025Q4: 14,329 shares 14,329 $1.76M 0.03% -3,887 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: 20,177 shares; 2024Q4: 16,014 shares; 2025Q1: 15,968 shares; 2025Q2: 14,536 shares; 2025Q3: 18,307 shares; 2025Q4: 18,693 shares 18,693 $1.76M 0.03% +386 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,356 shares 12,356 $1.76M 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,346 shares; 2025Q1: 1,331 shares; 2025Q2: 1,515 shares; 2025Q3: 2,237 shares; 2025Q4: 2,122 shares 2,122 $1.74M 0.03% -115 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: 21,948 shares; 2024Q4: 19,026 shares; 2025Q1: 19,786 shares; 2025Q2: 20,990 shares; 2025Q3: 24,677 shares; 2025Q4: 9,704 shares 9,704 $1.72M 0.03% -14,973 Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares 14,400 $1.7M 0.03% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,749 shares 20,749 $1.68M 0.03% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,205 shares; 2025Q4: 6,875 shares 6,875 $1.66M 0.03% +1,670 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,711 shares; 2025Q4: 26,466 shares 26,466 $1.65M 0.03% +2,755 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 14,628 shares; 2025Q4: 108,825 shares 108,825 $1.58M 0.03% +94,197 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: 1,569 shares; 2024Q4: 1,380 shares; 2025Q1: 1,384 shares; 2025Q2: 1,570 shares; 2025Q3: 4,683 shares; 2025Q4: 2,723 shares 2,723 $1.55M 0.03% -1,960 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: 1,541 shares; 2024Q4: 1,326 shares; 2025Q1: 594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,828 shares 25,828 $1.55M 0.03% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,643 shares; 2024Q4: 11,531 shares; 2025Q1: 9,590 shares; 2025Q2: 8,393 shares; 2025Q3: 18,070 shares; 2025Q4: 34,970 shares 34,970 $1.54M 0.03% +16,900 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: 2,694 shares; 2024Q4: 2,380 shares; 2025Q1: 2,573 shares; 2025Q2: 2,623 shares; 2025Q3: 3,354 shares; 2025Q4: 1,253 shares 1,253 $1.52M 0.03% -2,101 Timeline IYR 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: 184 shares; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,206 shares 16,206 $1.52M 0.03% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 8,798 shares; 2025Q1: 6,898 shares; 2025Q2: 8,687 shares; 2025Q3: 7,982 shares; 2025Q4: 7,134 shares 7,134 $1.49M 0.03% -848 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: 3,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,029 shares; 2025Q4: 22,897 shares 22,897 $1.47M 0.02% +2,868 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,070 shares; 2024Q4: 9,183 shares; 2025Q1: 8,146 shares; 2025Q2: 8,086 shares; 2025Q3: 7,874 shares; 2025Q4: 11,400 shares 11,400 $1.47M 0.02% +3,526 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: 29,290 shares; 2024Q4: 25,882 shares; 2025Q1: 26,389 shares; 2025Q2: 25,082 shares; 2025Q3: 29,683 shares; 2025Q4: 17,390 shares 17,390 $1.46M 0.02% -12,293 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 4,456 shares; 2025Q1: 4,516 shares; 2025Q2: 4,147 shares; 2025Q3: 6,227 shares; 2025Q4: 2,480 shares 2,480 $1.44M 0.02% -3,747 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: 11,225 shares; 2024Q4: 10,069 shares; 2025Q1: 9,457 shares; 2025Q2: 8,490 shares; 2025Q3: 12,069 shares; 2025Q4: 5,910 shares 5,910 $1.43M 0.02% -6,159 Timeline SMLV 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: 9,421 shares; 2025Q4: 10,811 shares 10,811 $1.42M 0.02% +1,390 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,057 shares; 2024Q4: 20,097 shares; 2025Q1: 20,055 shares; 2025Q2: 22,705 shares; 2025Q3: 25,527 shares; 2025Q4: 16,605 shares 16,605 $1.42M 0.02% -8,922 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: 50,904 shares; 2024Q4: 47,179 shares; 2025Q1: 51,177 shares; 2025Q2: 53,470 shares; 2025Q3: 62,637 shares; 2025Q4: 34,667 shares 34,667 $1.41M 0.02% -27,970 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: 13,113 shares; 2024Q4: 12,950 shares; 2025Q1: 12,911 shares; 2025Q2: 13,475 shares; 2025Q3: 14,864 shares; 2025Q4: 5,457 shares 5,457 $1.4M 0.02% -9,407 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,139 shares; 2024Q4: 14,050 shares; 2025Q1: 13,809 shares; 2025Q2: 22,121 shares; 2025Q3: 16,392 shares; 2025Q4: 16,791 shares 16,791 $1.39M 0.02% +399 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,362 shares; 2024Q4: 48,987 shares; 2025Q1: 40,567 shares; 2025Q2: 38,915 shares; 2025Q3: 39,809 shares; 2025Q4: 48,639 shares 48,639 $1.39M 0.02% +8,830 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: 2,452 shares; 2024Q4: 4,416 shares; 2025Q1: 5,528 shares; 2025Q2: 5,954 shares; 2025Q3: 8,353 shares; 2025Q4: 9,281 shares 9,281 $1.38M 0.02% +928 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,176 shares; 2025Q1: 7,312 shares; 2025Q2: 11,265 shares; 2025Q3: 13,819 shares; 2025Q4: 27,755 shares 27,755 $1.38M 0.02% +13,936 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: 6,777 shares; 2024Q4: 6,523 shares; 2025Q1: 6,422 shares; 2025Q2: 6,056 shares; 2025Q3: 6,293 shares; 2025Q4: 15,273 shares 15,273 $1.33M 0.02% +8,980 Timeline ICVT 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: 6,832 shares; 2025Q4: 13,431 shares 13,431 $1.32M 0.02% +6,599 Timeline QUS 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: 6,221 shares; 2025Q2: 3,600 shares; 2025Q3: 6,398 shares; 2025Q4: 7,531 shares 7,531 $1.31M 0.02% +1,133 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,141 shares; 2024Q4: 58,141 shares; 2025Q1: 58,167 shares; 2025Q2: 58,464 shares; 2025Q3: 48,833 shares; 2025Q4: 43,447 shares 43,447 $1.27M 0.02% -5,386 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: 35,081 shares; 2024Q4: 35,350 shares; 2025Q1: 37,941 shares; 2025Q2: 33,582 shares; 2025Q3: 37,618 shares; 2025Q4: 38,734 shares 38,734 $1.24M 0.02% +1,116 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 27,339 shares; 2025Q3: 27,429 shares; 2025Q4: 27,472 shares 27,472 $1.24M 0.02% +43 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: 6,680 shares; 2024Q4: 6,658 shares; 2025Q1: 6,524 shares; 2025Q2: 6,923 shares; 2025Q3: 9,749 shares; 2025Q4: 5,948 shares 5,948 $1.23M 0.02% -3,801 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 9,658 shares; 2025Q1: 9,748 shares; 2025Q2: 22,860 shares; 2025Q3: 23,624 shares; 2025Q4: 22,510 shares 22,510 $1.23M 0.02% -1,114 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: 3,877 shares; 2024Q4: 3,891 shares; 2025Q1: 4,747 shares; 2025Q2: 12,156 shares; 2025Q3: 16,043 shares; 2025Q4: 4,993 shares 4,993 $1.21M 0.02% -11,050 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: 10,855 shares; 2024Q4: 9,501 shares; 2025Q1: 9,120 shares; 2025Q2: 9,785 shares; 2025Q3: 13,188 shares; 2025Q4: 6,166 shares 6,166 $1.2M 0.02% -7,022 Timeline VONV 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: 14,493 shares; 2024Q4: 14,521 shares; 2025Q1: 14,356 shares; 2025Q2: 13,009 shares; 2025Q3: 12,746 shares; 2025Q4: 12,931 shares 12,931 $1.19M 0.02% +185 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,288 shares; 2025Q4: 43,642 shares 43,642 $1.19M 0.02% -54,646 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,644 shares; 2024Q4: 8,330 shares; 2025Q1: 7,012 shares; 2025Q2: 12,248 shares; 2025Q3: 12,241 shares; 2025Q4: 5,190 shares 5,190 $1.19M 0.02% -7,051 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: 11,791 shares; 2024Q4: 11,930 shares; 2025Q1: 11,534 shares; 2025Q2: 13,417 shares; 2025Q3: 17,466 shares; 2025Q4: 12,303 shares 12,303 $1.18M 0.02% -5,163 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: 53,016 shares; 2024Q4: 40,956 shares; 2025Q1: 50,170 shares; 2025Q2: 54,742 shares; 2025Q3: 83,031 shares; 2025Q4: 31,454 shares 31,454 $1.16M 0.02% -51,577 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: 4,822 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,817 shares; 2025Q3: 5,605 shares; 2025Q4: 2,191 shares 2,191 $1.14M 0.02% -3,414 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 11,137 shares; 2025Q1: 12,030 shares; 2025Q2: 12,332 shares; 2025Q3: 17,457 shares; 2025Q4: 10,817 shares 10,817 $1.14M 0.02% -6,640 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: 4,208 shares; 2024Q4: 3,646 shares; 2025Q1: 3,648 shares; 2025Q2: 4,599 shares; 2025Q3: 5,151 shares; 2025Q4: 3,155 shares 3,155 $1.11M 0.02% -1,996 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: 16,190 shares; 2024Q4: 13,489 shares; 2025Q1: 12,877 shares; 2025Q2: 14,249 shares; 2025Q3: 16,306 shares; 2025Q4: 6,508 shares 6,508 $1.11M 0.02% -9,798 Timeline IYH 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: 20,585 shares; 2024Q4: 20,585 shares; 2025Q1: 19,770 shares; 2025Q2: 18,360 shares; 2025Q3: 17,725 shares; 2025Q4: 16,975 shares 16,975 $1.11M 0.02% -750 Timeline CLOA 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: 8,299 shares; 2025Q4: 21,184 shares 21,184 $1.1M 0.02% +12,885 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: not reported; 2024Q4: not reported; 2025Q1: 546 shares; 2025Q2: 624 shares; 2025Q3: 970 shares; 2025Q4: 1,887 shares 1,887 $1.1M 0.02% +917 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: 3,922 shares; 2024Q4: 4,104 shares; 2025Q1: 4,134 shares; 2025Q2: 3,226 shares; 2025Q3: 4,883 shares; 2025Q4: 3,590 shares 3,590 $1.09M 0.02% -1,293 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: 8,319 shares; 2024Q4: 6,861 shares; 2025Q1: 6,582 shares; 2025Q2: 5,567 shares; 2025Q3: 6,505 shares; 2025Q4: 3,097 shares 3,097 $1.08M 0.02% -3,408 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 8,049 shares; 2025Q1: 5,839 shares; 2025Q2: 7,549 shares; 2025Q3: 7,772 shares; 2025Q4: 7,647 shares 7,647 $1.08M 0.02% -125 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT 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: 12,648 shares 12,648 $1.06M 0.02% new 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: 12,497 shares; 2024Q4: 7,051 shares; 2025Q1: 6,899 shares; 2025Q2: 6,599 shares; 2025Q3: 8,044 shares; 2025Q4: 7,335 shares 7,335 $1.05M 0.02% -709 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: 9,066 shares; 2024Q4: 7,433 shares; 2025Q1: 7,761 shares; 2025Q2: 7,444 shares; 2025Q3: 10,177 shares; 2025Q4: 4,536 shares 4,536 $1.05M 0.02% -5,641 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: 10,663 shares; 2024Q4: 10,283 shares; 2025Q1: 9,921 shares; 2025Q2: 11,225 shares; 2025Q3: 14,068 shares; 2025Q4: 6,766 shares 6,766 $1.04M 0.02% -7,302 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 11,318 shares; 2025Q1: 11,701 shares; 2025Q2: 11,073 shares; 2025Q3: 15,044 shares; 2025Q4: 15,153 shares 15,153 $1.04M 0.02% +109 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: 6,498 shares; 2024Q4: 6,148 shares; 2025Q1: 6,072 shares; 2025Q2: 6,406 shares; 2025Q3: 8,698 shares; 2025Q4: 3,804 shares 3,804 $1.03M 0.02% -4,894 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: 83,876 shares; 2024Q4: 79,127 shares; 2025Q1: 80,465 shares; 2025Q2: 81,435 shares; 2025Q3: 100,293 shares; 2025Q4: 41,053 shares 41,053 $1.02M 0.02% -59,240 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,589 shares; 2025Q1: 2,295 shares; 2025Q2: not reported; 2025Q3: 17,628 shares; 2025Q4: 19,585 shares 19,585 $1.01M 0.02% +1,957 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,374 shares; 2025Q4: 10,633 shares 10,633 $1.01M 0.02% -741 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 3,381 shares; 2025Q1: 3,463 shares; 2025Q2: 3,111 shares; 2025Q3: 5,716 shares; 2025Q4: 5,302 shares 5,302 $1.01M 0.02% -414 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: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: not reported; 2025Q3: 10,839 shares; 2025Q4: 11,884 shares 11,884 $1.01M 0.02% +1,045 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: 8,657 shares; 2024Q4: 8,282 shares; 2025Q1: 8,392 shares; 2025Q2: 9,264 shares; 2025Q3: 9,131 shares; 2025Q4: 5,337 shares 5,337 $1M 0.02% -3,794 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 24,993 shares; 2025Q1: 40,446 shares; 2025Q2: 32,793 shares; 2025Q3: 33,780 shares; 2025Q4: 30,428 shares 30,428 $993K 0.02% -3,352 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,999 shares 29,999 $985K 0.02% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,107 shares; 2025Q3: 18,276 shares; 2025Q4: 18,501 shares 18,501 $983K 0.02% +225 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,773 shares; 2025Q2: 17,374 shares; 2025Q3: 33,705 shares; 2025Q4: 37,498 shares 37,498 $982K 0.02% +3,793 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: 6,378 shares; 2024Q4: 5,999 shares; 2025Q1: 6,893 shares; 2025Q2: 5,981 shares; 2025Q3: 7,824 shares; 2025Q4: 6,062 shares 6,062 $976K 0.02% -1,762 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 2,125 shares; 2025Q1: 1,698 shares; 2025Q2: 1,674 shares; 2025Q3: 2,100 shares; 2025Q4: 3,074 shares 3,074 $968K 0.02% +974 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,201 shares; 2025Q4: 20,780 shares 20,780 $966K 0.02% +15,579 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: 11,245 shares; 2024Q4: 10,291 shares; 2025Q1: 11,071 shares; 2025Q2: 11,338 shares; 2025Q3: 8,354 shares; 2025Q4: 2,928 shares 2,928 $959K 0.02% -5,426 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,433 shares; 2025Q1: 2,433 shares; 2025Q2: 3,040 shares; 2025Q3: 2,970 shares; 2025Q4: 2,901 shares 2,901 $937K 0.02% -69 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,185 shares; 2025Q1: 3,374 shares; 2025Q2: 3,852 shares; 2025Q3: 5,350 shares; 2025Q4: 3,201 shares 3,201 $929K 0.02% -2,149 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: 459 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 494 shares; 2025Q3: 576 shares; 2025Q4: 172 shares 172 $921K 0.02% -404 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: 10,954 shares; 2024Q4: 10,993 shares; 2025Q1: 11,018 shares; 2025Q2: 11,048 shares; 2025Q3: 11,075 shares; 2025Q4: 12,289 shares 12,289 $911K 0.02% +1,214 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 3,090 shares; 2025Q1: 2,746 shares; 2025Q2: 4,527 shares; 2025Q3: 3,934 shares; 2025Q4: 5,028 shares 5,028 $911K 0.02% +1,094 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: 20,010 shares; 2024Q4: 20,187 shares; 2025Q1: 21,227 shares; 2025Q2: 18,870 shares; 2025Q3: 19,777 shares; 2025Q4: 12,171 shares 12,171 $896K 0.02% -7,606 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: 11,289 shares; 2024Q4: 11,311 shares; 2025Q1: 12,331 shares; 2025Q2: 19,837 shares; 2025Q3: 23,692 shares; 2025Q4: 7,674 shares 7,674 $896K 0.02% -16,018 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: 14,926 shares; 2024Q4: 13,451 shares; 2025Q1: 13,452 shares; 2025Q2: 15,861 shares; 2025Q3: 18,563 shares; 2025Q4: 9,508 shares 9,508 $890K 0.02% -9,055 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: 55,193 shares; 2025Q4: 17,962 shares 17,962 $888K 0.02% -37,231 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: 29,210 shares; 2024Q4: 26,954 shares; 2025Q1: 27,548 shares; 2025Q2: 27,782 shares; 2025Q3: 31,862 shares; 2025Q4: 10,935 shares 10,935 $878K 0.01% -20,927 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: 2,193 shares; 2024Q4: 1,990 shares; 2025Q1: 2,028 shares; 2025Q2: 2,052 shares; 2025Q3: 2,196 shares; 2025Q4: 2,242 shares 2,242 $873K 0.01% +46 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: 4,702 shares; 2024Q4: 4,542 shares; 2025Q1: 4,686 shares; 2025Q2: 4,711 shares; 2025Q3: 4,320 shares; 2025Q4: 1,515 shares 1,515 $858K 0.01% -2,805 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: not reported; 2025Q3: 16,511 shares; 2025Q4: 18,909 shares 18,909 $855K 0.01% +2,398 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: 11,172 shares; 2025Q1: 11,170 shares; 2025Q2: 11,169 shares; 2025Q3: 11,150 shares; 2025Q4: 10,897 shares 10,897 $855K 0.01% -253 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,273 shares; 2024Q4: 22,980 shares; 2025Q1: 22,368 shares; 2025Q2: 19,369 shares; 2025Q3: 18,896 shares; 2025Q4: 18,871 shares 18,871 $850K 0.01% -25 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,286 shares; 2025Q2: 3,522 shares; 2025Q3: 5,081 shares; 2025Q4: 8,061 shares 8,061 $849K 0.01% +2,980 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,285 shares; 2024Q4: 11,285 shares; 2025Q1: 11,285 shares; 2025Q2: 11,285 shares; 2025Q3: 13,862 shares; 2025Q4: 18,092 shares 18,092 $843K 0.01% +4,230 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,116 shares; 2025Q4: 11,695 shares 11,695 $835K 0.01% +3,579 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,602 shares; 2025Q1: 29,289 shares; 2025Q2: 30,477 shares; 2025Q3: 28,917 shares; 2025Q4: 28,876 shares 28,876 $825K 0.01% -41 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: 1,602 shares; 2025Q1: 1,588 shares; 2025Q2: 1,630 shares; 2025Q3: 2,013 shares; 2025Q4: 748 shares 748 $801K 0.01% -1,265 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: 13,731 shares; 2024Q4: 12,884 shares; 2025Q1: 11,854 shares; 2025Q2: 20,595 shares; 2025Q3: 24,206 shares; 2025Q4: 11,368 shares 11,368 $789K 0.01% -12,838 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,339 shares; 2024Q4: 14,801 shares; 2025Q1: 16,164 shares; 2025Q2: 19,758 shares; 2025Q3: 29,042 shares; 2025Q4: 13,824 shares 13,824 $775K 0.01% -15,218 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares; 2025Q2: 4,128 shares; 2025Q3: 3,945 shares; 2025Q4: 3,212 shares 3,212 $774K 0.01% -733 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,977 shares; 2024Q4: 6,849 shares; 2025Q1: 6,595 shares; 2025Q2: 9,383 shares; 2025Q3: 14,740 shares; 2025Q4: 7,701 shares 7,701 $769K 0.01% -7,039 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: 3,768 shares; 2024Q4: 3,522 shares; 2025Q1: 3,790 shares; 2025Q2: 4,138 shares; 2025Q3: 4,702 shares; 2025Q4: 2,169 shares 2,169 $766K 0.01% -2,533 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 17,521 shares; 2025Q4: 19,969 shares 19,969 $764K 0.01% +2,448 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: 4,538 shares; 2024Q4: 9,332 shares; 2025Q1: 9,978 shares; 2025Q2: 10,886 shares; 2025Q3: 11,326 shares; 2025Q4: 4,097 shares 4,097 $755K 0.01% -7,229 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: 5,753 shares; 2024Q4: 17,338 shares; 2025Q1: 17,350 shares; 2025Q2: 21,613 shares; 2025Q3: 20,069 shares; 2025Q4: 28,585 shares 28,585 $750K 0.01% +8,516 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: 6,269 shares; 2024Q4: 6,827 shares; 2025Q1: 7,367 shares; 2025Q2: 9,277 shares; 2025Q3: 12,708 shares; 2025Q4: 6,344 shares 6,344 $744K 0.01% -6,364 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: 4,682 shares; 2024Q4: 5,554 shares; 2025Q1: 6,243 shares; 2025Q2: 6,754 shares; 2025Q3: 9,522 shares; 2025Q4: 5,733 shares 5,733 $740K 0.01% -3,789 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: 4,165 shares; 2024Q4: 3,695 shares; 2025Q1: 3,790 shares; 2025Q2: 4,587 shares; 2025Q3: 4,698 shares; 2025Q4: 2,674 shares 2,674 $736K 0.01% -2,024 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,545 shares; 2024Q4: 14,993 shares; 2025Q1: 16,226 shares; 2025Q2: 18,774 shares; 2025Q3: 21,612 shares; 2025Q4: 11,513 shares 11,513 $729K 0.01% -10,099 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 11,192 shares; 2025Q1: 13,115 shares; 2025Q2: 11,517 shares; 2025Q3: 11,727 shares; 2025Q4: 11,727 shares 11,727 $729K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,967 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,010 shares; 2025Q4: 2,576 shares 2,576 $719K 0.01% +566 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: 6,846 shares; 2024Q4: 6,649 shares; 2025Q1: 6,647 shares; 2025Q2: 6,909 shares; 2025Q3: 8,039 shares; 2025Q4: 3,500 shares 3,500 $711K 0.01% -4,539 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: 5,820 shares; 2024Q4: 5,865 shares; 2025Q1: 5,780 shares; 2025Q2: 6,200 shares; 2025Q3: 6,858 shares; 2025Q4: 2,690 shares 2,690 $703K 0.01% -4,168 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: 14,408 shares; 2024Q4: 15,849 shares; 2025Q1: 15,506 shares; 2025Q2: 16,030 shares; 2025Q3: 15,177 shares; 2025Q4: 15,545 shares 15,545 $694K 0.01% +368 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: 8,196 shares; 2024Q4: 7,222 shares; 2025Q1: 7,120 shares; 2025Q2: 7,288 shares; 2025Q3: 9,519 shares; 2025Q4: 5,183 shares 5,183 $688K 0.01% -4,336 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 14,856 shares; 2025Q2: 14,610 shares; 2025Q3: 14,610 shares; 2025Q4: 14,854 shares 14,854 $688K 0.01% +244 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: 6,403 shares; 2024Q4: 6,048 shares; 2025Q1: 5,919 shares; 2025Q2: 6,068 shares; 2025Q3: 6,637 shares; 2025Q4: 3,112 shares 3,112 $684K 0.01% -3,525 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,001 shares; 2025Q4: 5,000 shares 5,000 $672K 0.01% -1 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 8,464 shares; 2025Q1: 8,304 shares; 2025Q2: 8,284 shares; 2025Q3: 8,272 shares; 2025Q4: 8,237 shares 8,237 $666K 0.01% -35 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 14,882 shares; 2025Q1: not reported; 2025Q2: 35,168 shares; 2025Q3: 93,489 shares; 2025Q4: 41,698 shares 41,698 $665K 0.01% -51,791 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,000 shares; 2025Q1: 1,036 shares; 2025Q2: 1,906 shares; 2025Q3: 2,104 shares; 2025Q4: 981 shares 981 $664K 0.01% -1,123 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: 8,633 shares; 2024Q4: 8,409 shares; 2025Q1: 8,409 shares; 2025Q2: 9,383 shares; 2025Q3: 15,282 shares; 2025Q4: 8,388 shares 8,388 $663K 0.01% -6,894 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: 2,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,829 shares 1,829 $659K 0.01% new 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: 6,674 shares; 2024Q4: 6,784 shares; 2025Q1: 5,538 shares; 2025Q2: 7,778 shares; 2025Q3: 12,842 shares; 2025Q4: 7,418 shares 7,418 $651K 0.01% -5,424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,507 shares; 2025Q3: 8,998 shares; 2025Q4: 7,863 shares 7,863 $645K 0.01% -1,135 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: 9,852 shares; 2024Q4: 9,185 shares; 2025Q1: 9,287 shares; 2025Q2: 13,830 shares; 2025Q3: 22,879 shares; 2025Q4: 4,721 shares 4,721 $633K 0.01% -18,158 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 34,998 shares; 2025Q3: 34,998 shares; 2025Q4: 34,998 shares 34,998 $632K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,386 shares; 2025Q1: 3,364 shares; 2025Q2: 3,136 shares; 2025Q3: 3,683 shares; 2025Q4: 1,593 shares 1,593 $608K 0.01% -2,090 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 7,171 shares; 2025Q1: 7,195 shares; 2025Q2: 6,795 shares; 2025Q3: not reported; 2025Q4: 18,497 shares 18,497 $606K 0.01% new 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: 3,815 shares; 2024Q4: 3,727 shares; 2025Q1: 3,501 shares; 2025Q2: 3,706 shares; 2025Q3: 3,345 shares; 2025Q4: 2,208 shares 2,208 $606K 0.01% -1,137 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: 4,309 shares; 2024Q4: 3,858 shares; 2025Q1: 4,145 shares; 2025Q2: 4,402 shares; 2025Q3: 5,955 shares; 2025Q4: 1,414 shares 1,414 $603K 0.01% -4,541 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,521 shares 1,521 $600K 0.01% new Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 9,879 shares; 2025Q1: 9,879 shares; 2025Q2: 9,879 shares; 2025Q3: 9,879 shares; 2025Q4: 9,879 shares 9,879 $598K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,998 shares; 2025Q2: 8,128 shares; 2025Q3: 7,868 shares; 2025Q4: 6,675 shares 6,675 $597K 0.01% -1,193 Timeline HDV 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: 4,637 shares; 2024Q4: 4,637 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 4,862 shares; 2025Q4: 4,862 shares 4,862 $591K 0.01% 0 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: 6,491 shares; 2024Q4: 5,790 shares; 2025Q1: 5,520 shares; 2025Q2: 7,707 shares; 2025Q3: 14,767 shares; 2025Q4: 6,074 shares 6,074 $590K 0.01% -8,693 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: 11,399 shares; 2024Q4: 10,817 shares; 2025Q1: 10,860 shares; 2025Q2: 10,819 shares; 2025Q3: 8,178 shares; 2025Q4: 5,852 shares 5,852 $590K 0.01% -2,326 Timeline SHV 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: 1,019 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 4,597 shares; 2025Q4: 5,337 shares 5,337 $588K 0.01% +740 Timeline SPYD 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: 13,535 shares; 2024Q4: 13,566 shares; 2025Q1: 13,590 shares; 2025Q2: 11,793 shares; 2025Q3: 13,533 shares; 2025Q4: 13,562 shares 13,562 $587K 0.01% +29 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,408 shares 6,408 $579K 0.01% new 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: not reported; 2025Q3: 2,473 shares; 2025Q4: 4,447 shares 4,447 $574K 0.01% +1,974 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: 662 shares; 2024Q4: 638 shares; 2025Q1: 642 shares; 2025Q2: 592 shares; 2025Q3: 677 shares; 2025Q4: 530 shares 530 $567K 0.01% -147 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,341 shares; 2025Q2: 5,358 shares; 2025Q3: 7,663 shares; 2025Q4: 8,154 shares 8,154 $564K 0.01% +491 Timeline CGW 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: 2,155 shares; 2025Q2: not reported; 2025Q3: 4,475 shares; 2025Q4: 8,890 shares 8,890 $560K 0.01% +4,415 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 1,705 shares; 2025Q1: 1,716 shares; 2025Q2: not reported; 2025Q3: 7,983 shares; 2025Q4: 22,325 shares 22,325 $560K 0.01% +14,342 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: 11,986 shares; 2024Q4: 12,200 shares; 2025Q1: 11,960 shares; 2025Q2: 8,268 shares; 2025Q3: 7,980 shares; 2025Q4: 7,604 shares 7,604 $559K 0.01% -376 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 7,122 shares; 2025Q1: 6,695 shares; 2025Q2: 6,695 shares; 2025Q3: 4,411 shares; 2025Q4: 4,530 shares 4,530 $549K 0.01% +119 Timeline INSM INSMED INC More: the full row for INSMED 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: 3,118 shares 3,118 $543K 0.01% new Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $541K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 7,439 shares; 2025Q1: 6,981 shares; 2025Q2: 6,942 shares; 2025Q3: 6,870 shares; 2025Q4: 11,711 shares 11,711 $532K 0.01% +4,841 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 3,704 shares; 2025Q1: 3,724 shares; 2025Q2: not reported; 2025Q3: 17,890 shares; 2025Q4: 17,911 shares 17,911 $530K 0.01% +21 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: 1,276 shares; 2024Q4: 1,280 shares; 2025Q1: 1,295 shares; 2025Q2: 1,280 shares; 2025Q3: 1,286 shares; 2025Q4: 1,754 shares 1,754 $530K 0.01% +468 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: 4,730 shares; 2024Q4: 3,998 shares; 2025Q1: 4,025 shares; 2025Q2: 4,547 shares; 2025Q3: 5,986 shares; 2025Q4: 1,654 shares 1,654 $527K 0.01% -4,332 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: 14,537 shares; 2024Q4: 16,405 shares; 2025Q1: 18,821 shares; 2025Q2: 22,782 shares; 2025Q3: 31,411 shares; 2025Q4: 6,398 shares 6,398 $523K 0.01% -25,013 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 1,266 shares 1,266 $523K 0.01% +559 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: 70,464 shares; 2024Q4: 50,150 shares; 2025Q1: 48,328 shares; 2025Q2: 66,651 shares; 2025Q3: 76,478 shares; 2025Q4: 20,833 shares 20,833 $519K 0.01% -55,645 Timeline MGC 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: 277 shares; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 2,044 shares 2,044 $513K 0.01% +764 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: 2,469 shares; 2024Q4: 2,350 shares; 2025Q1: 2,542 shares; 2025Q2: 3,363 shares; 2025Q3: 5,109 shares; 2025Q4: 1,487 shares 1,487 $501K 0.01% -3,622 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: 717 shares; 2024Q4: 476 shares; 2025Q1: 2,024 shares; 2025Q2: not reported; 2025Q3: 2,949 shares; 2025Q4: 4,648 shares 4,648 $498K 0.01% +1,699 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: 7,396 shares; 2024Q4: 5,771 shares; 2025Q1: 6,718 shares; 2025Q2: 6,452 shares; 2025Q3: 8,935 shares; 2025Q4: 2,853 shares 2,853 $495K 0.01% -6,082 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: 3,302 shares; 2024Q4: 2,925 shares; 2025Q1: 3,274 shares; 2025Q2: 3,176 shares; 2025Q3: 3,452 shares; 2025Q4: 1,085 shares 1,085 $492K 0.01% -2,367 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,187 shares; 2024Q4: 79,074 shares; 2025Q1: 80,213 shares; 2025Q2: 81,363 shares; 2025Q3: 82,453 shares; 2025Q4: 79,689 shares 79,689 $492K 0.01% -2,764 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,760 shares; 2025Q4: 2,754 shares 2,754 $489K 0.01% -6 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 4,510 shares; 2025Q4: 4,427 shares 4,427 $486K 0.01% -83 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 229 shares; 2025Q1: 209 shares; 2025Q2: 230 shares; 2025Q3: 253 shares; 2025Q4: 240 shares 240 $485K 0.01% -13 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,067 shares; 2025Q1: 2,069 shares; 2025Q2: 2,275 shares; 2025Q3: 3,198 shares; 2025Q4: 1,872 shares 1,872 $484K 0.01% -1,326 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 5,954 shares; 2025Q4: 4,854 shares 4,854 $484K 0.01% -1,100 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,621 shares; 2025Q4: 32,676 shares 32,676 $484K 0.01% -945 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: 3,651 shares; 2024Q4: 3,293 shares; 2025Q1: 3,410 shares; 2025Q2: 3,644 shares; 2025Q3: 4,629 shares; 2025Q4: 728 shares 728 $482K 0.01% -3,901 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,551 shares; 2025Q1: 3,701 shares; 2025Q2: 3,701 shares; 2025Q3: 3,738 shares; 2025Q4: 3,737 shares 3,737 $482K 0.01% -1 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,022 shares; 2025Q1: 827 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,806 shares 4,806 $480K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 5,810 shares; 2025Q1: 5,403 shares; 2025Q2: 6,832 shares; 2025Q3: 5,697 shares; 2025Q4: 5,573 shares 5,573 $474K 0.01% -124 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,902 shares 8,902 $472K 0.01% new 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: 8,935 shares; 2024Q4: 7,013 shares; 2025Q1: 9,728 shares; 2025Q2: 7,367 shares; 2025Q3: 11,712 shares; 2025Q4: 3,695 shares 3,695 $472K 0.01% -8,017 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP 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: 838 shares; 2025Q3: 2,833 shares; 2025Q4: 1,871 shares 1,871 $469K 0.01% -962 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: 13,616 shares; 2025Q1: 13,642 shares; 2025Q2: 16,732 shares; 2025Q3: 19,994 shares; 2025Q4: 3,569 shares 3,569 $468K 0.01% -16,425 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: 5,065 shares; 2024Q4: 4,921 shares; 2025Q1: 4,967 shares; 2025Q2: 5,170 shares; 2025Q3: 4,280 shares; 2025Q4: 1,832 shares 1,832 $466K 0.01% -2,448 Timeline IGOV 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: 11,154 shares 11,154 $465K 0.01% new Timeline BALI 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: 10,836 shares; 2025Q4: 14,621 shares 14,621 $463K 0.01% +3,785 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: 729 shares; 2024Q4: 784 shares; 2025Q1: 961 shares; 2025Q2: 1,290 shares; 2025Q3: 2,130 shares; 2025Q4: 905 shares 905 $462K 0.01% -1,225 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: 6,653 shares; 2024Q4: 5,041 shares; 2025Q1: 5,279 shares; 2025Q2: 5,772 shares; 2025Q3: 7,510 shares; 2025Q4: 2,468 shares 2,468 $458K 0.01% -5,042 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: 42,169 shares; 2024Q4: 37,330 shares; 2025Q1: 28,577 shares; 2025Q2: 35,070 shares; 2025Q3: 42,878 shares; 2025Q4: 17,752 shares 17,752 $456K 0.01% -25,126 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 5,566 shares; 2025Q1: 6,393 shares; 2025Q2: 7,250 shares; 2025Q3: 7,673 shares; 2025Q4: 2,673 shares 2,673 $456K 0.01% -5,000 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,393 shares; 2025Q1: 2,420 shares; 2025Q2: 2,696 shares; 2025Q3: 5,261 shares; 2025Q4: 3,412 shares 3,412 $452K 0.01% -1,849 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: 30,730 shares; 2024Q4: 30,423 shares; 2025Q1: 30,986 shares; 2025Q2: 29,782 shares; 2025Q3: 33,741 shares; 2025Q4: 29,920 shares 29,920 $449K 0.01% -3,821 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: 3,339 shares; 2024Q4: 3,403 shares; 2025Q1: 3,520 shares; 2025Q2: 4,079 shares; 2025Q3: 3,177 shares; 2025Q4: 1,643 shares 1,643 $449K 0.01% -1,534 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: 7,963 shares; 2024Q4: 8,135 shares; 2025Q1: 10,221 shares; 2025Q2: 10,830 shares; 2025Q3: 16,102 shares; 2025Q4: 1,562 shares 1,562 $444K 0.01% -14,540 Timeline EMLC 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: 771 shares; 2024Q4: 1,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,155 shares 17,155 $443K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,150 shares; 2025Q1: 4,793 shares; 2025Q2: 5,260 shares; 2025Q3: 8,577 shares; 2025Q4: 2,454 shares 2,454 $442K 0.01% -6,123 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 8,064 shares; 2025Q4: 7,251 shares 7,251 $438K 0.01% -813 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,541 shares; 2025Q1: 3,201 shares; 2025Q2: 3,747 shares; 2025Q3: 4,743 shares; 2025Q4: 1,411 shares 1,411 $438K 0.01% -3,332 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,380 shares 3,380 $430K 0.01% 0 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: 16,315 shares; 2024Q4: 15,770 shares; 2025Q1: 16,168 shares; 2025Q2: 17,326 shares; 2025Q3: 14,743 shares; 2025Q4: 8,112 shares 8,112 $429K 0.01% -6,631 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: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: 1,775 shares; 2025Q3: 2,895 shares; 2025Q4: 2,916 shares 2,916 $427K 0.01% +21 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: 3,498 shares; 2024Q4: 3,328 shares; 2025Q1: 2,912 shares; 2025Q2: 2,540 shares; 2025Q3: 4,143 shares; 2025Q4: 1,313 shares 1,313 $426K 0.01% -2,830 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: 3,403 shares 3,403 $425K 0.01% +886 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,844 shares 7,844 $421K 0.01% new 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: 7,785 shares; 2024Q4: 6,710 shares; 2025Q1: 6,770 shares; 2025Q2: 7,788 shares; 2025Q3: 8,620 shares; 2025Q4: 2,552 shares 2,552 $415K 0.01% -6,068 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: 6,013 shares; 2024Q4: 5,110 shares; 2025Q1: 4,863 shares; 2025Q2: 4,176 shares; 2025Q3: 4,931 shares; 2025Q4: 1,542 shares 1,542 $414K 0.01% -3,389 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: 6,479 shares; 2024Q4: 3,548 shares; 2025Q1: 4,577 shares; 2025Q2: 8,600 shares; 2025Q3: 9,272 shares; 2025Q4: 6,336 shares 6,336 $412K 0.01% -2,936 Timeline PHO 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: 1,921 shares; 2024Q4: 1,921 shares; 2025Q1: 5,346 shares; 2025Q2: 5,347 shares; 2025Q3: 5,347 shares; 2025Q4: 5,846 shares 5,846 $412K 0.01% +499 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: 1,158 shares; 2024Q4: 954 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: 1,055 shares 1,055 $411K 0.01% +13 Timeline EMHY 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: not reported; 2025Q3: 22,363 shares; 2025Q4: 10,144 shares 10,144 $410K 0.01% -12,219 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,519 shares; 2025Q1: 1,667 shares; 2025Q2: 1,276 shares; 2025Q3: 2,573 shares; 2025Q4: 1,593 shares 1,593 $408K 0.01% -980 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 7,284 shares; 2025Q1: 6,807 shares; 2025Q2: 7,773 shares; 2025Q3: 8,417 shares; 2025Q4: 5,218 shares 5,218 $404K 0.01% -3,199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,471 shares 5,471 $402K 0.01% new Timeline SPYX 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: 7,141 shares; 2024Q4: 7,141 shares; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares; 2025Q3: 7,154 shares; 2025Q4: 7,154 shares 7,154 $402K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,688 shares; 2024Q4: 18,252 shares; 2025Q1: 14,575 shares; 2025Q2: 23,228 shares; 2025Q3: 31,825 shares; 2025Q4: 7,888 shares 7,888 $401K 0.01% -23,937 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: 3,198 shares; 2024Q4: 3,045 shares; 2025Q1: 3,058 shares; 2025Q2: 4,782 shares; 2025Q3: 6,543 shares; 2025Q4: 1,301 shares 1,301 $397K 0.01% -5,242 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,481 shares; 2024Q4: 22,253 shares; 2025Q1: 22,045 shares; 2025Q2: 25,804 shares; 2025Q3: 27,090 shares; 2025Q4: 6,757 shares 6,757 $396K 0.01% -20,333 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,670 shares; 2025Q3: 5,566 shares; 2025Q4: 5,676 shares 5,676 $396K 0.01% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,632 shares; 2025Q3: 5,328 shares; 2025Q4: 1,789 shares 1,789 $392K 0.01% -3,539 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: 38,524 shares; 2024Q4: 38,528 shares; 2025Q1: 40,466 shares; 2025Q2: 39,192 shares; 2025Q3: 41,350 shares; 2025Q4: 23,794 shares 23,794 $392K 0.01% -17,556 Timeline IWV 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: 80 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,000 shares 1,000 $387K 0.01% -120 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: 10,697 shares; 2024Q4: 11,394 shares; 2025Q1: 13,058 shares; 2025Q2: 17,952 shares; 2025Q3: 17,776 shares; 2025Q4: 10,435 shares 10,435 $386K 0.01% -7,341 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: 3,185 shares; 2024Q4: 2,840 shares; 2025Q1: 2,778 shares; 2025Q2: 3,091 shares; 2025Q3: 3,760 shares; 2025Q4: 4,941 shares 4,941 $384K 0.01% +1,181 Timeline GIB CGI INC More: the full row for CGI 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: 4,127 shares; 2025Q4: 4,127 shares 4,127 $381K 0.01% 0 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: 8,558 shares; 2024Q4: 7,527 shares; 2025Q1: 7,518 shares; 2025Q2: 7,950 shares; 2025Q3: 9,622 shares; 2025Q4: 2,337 shares 2,337 $379K 0.01% -7,285 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: 7,277 shares; 2024Q4: 12,614 shares; 2025Q1: 13,573 shares; 2025Q2: 12,960 shares; 2025Q3: 13,918 shares; 2025Q4: 13,741 shares 13,741 $377K 0.01% -177 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 3,652 shares; 2025Q1: 3,851 shares; 2025Q2: 4,178 shares; 2025Q3: 5,439 shares; 2025Q4: 3,359 shares 3,359 $377K 0.01% -2,080 Timeline QAI NYLIM ETF TR More: the full row for NYLIM 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: 12,553 shares; 2025Q2: 11,075 shares; 2025Q3: 11,060 shares; 2025Q4: 11,226 shares 11,226 $376K 0.01% +166 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 2,011 shares; 2025Q4: 3,199 shares 3,199 $376K 0.01% +1,188 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: 8,654 shares; 2024Q4: 8,776 shares; 2025Q1: 9,265 shares; 2025Q2: 10,497 shares; 2025Q3: 11,417 shares; 2025Q4: 3,237 shares 3,237 $376K 0.01% -8,180 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,038 shares; 2024Q4: 9,605 shares; 2025Q1: 9,619 shares; 2025Q2: 10,777 shares; 2025Q3: 12,126 shares; 2025Q4: 5,971 shares 5,971 $376K 0.01% -6,155 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,090 shares; 2025Q1: 1,174 shares; 2025Q2: 1,050 shares; 2025Q3: 950 shares; 2025Q4: 984 shares 984 $374K 0.01% +34 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: 11,598 shares; 2024Q4: 11,605 shares; 2025Q1: 10,393 shares; 2025Q2: 9,626 shares; 2025Q3: 8,655 shares; 2025Q4: 8,180 shares 8,180 $372K 0.01% -475 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: 26,742 shares; 2024Q4: 27,432 shares; 2025Q1: 19,295 shares; 2025Q2: 19,295 shares; 2025Q3: 17,965 shares; 2025Q4: 18,308 shares 18,308 $370K 0.01% +343 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,299 shares; 2025Q1: 6,732 shares; 2025Q2: 8,574 shares; 2025Q3: 10,508 shares; 2025Q4: 4,162 shares 4,162 $364K 0.01% -6,346 Timeline LRGF 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: 5,618 shares; 2024Q4: 5,618 shares; 2025Q1: 5,618 shares; 2025Q2: 5,618 shares; 2025Q3: 5,218 shares; 2025Q4: 5,217 shares 5,217 $362K 0.01% -1 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 284 shares; 2025Q1: 26,986 shares; 2025Q2: not reported; 2025Q3: 6,855 shares; 2025Q4: 11,493 shares 11,493 $362K 0.01% +4,638 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND 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: 5,696 shares; 2025Q4: 7,467 shares 7,467 $361K 0.01% +1,771 Timeline XMMO 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: 1,489 shares; 2025Q1: 1,322 shares; 2025Q2: not reported; 2025Q3: 2,598 shares; 2025Q4: 2,597 shares 2,597 $360K 0.01% -1 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,432 shares; 2024Q4: 10,744 shares; 2025Q1: 11,246 shares; 2025Q2: 21,018 shares; 2025Q3: 21,310 shares; 2025Q4: 13,576 shares 13,576 $351K 0.01% -7,734 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 13,051 shares; 2025Q1: 13,074 shares; 2025Q2: not reported; 2025Q3: 7,596 shares; 2025Q4: 13,715 shares 13,715 $351K 0.01% +6,119 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 778 shares; 2025Q3: 747 shares; 2025Q4: 345 shares 345 $348K 0.01% -402 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 21,297 shares; 2025Q2: 6,864 shares; 2025Q3: 6,865 shares; 2025Q4: 5,540 shares 5,540 $345K 0.01% -1,325 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,870 shares; 2025Q1: 3,870 shares; 2025Q2: 11,795 shares; 2025Q3: 11,860 shares; 2025Q4: 11,860 shares 11,860 $344K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares 815 $344K 0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,625 shares; 2025Q1: 3,599 shares; 2025Q2: 3,648 shares; 2025Q3: 4,058 shares; 2025Q4: 2,512 shares 2,512 $343K 0.01% -1,546 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 243 shares; 2025Q1: 244 shares; 2025Q2: not reported; 2025Q3: 1,368 shares; 2025Q4: 1,622 shares 1,622 $343K 0.01% +254 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: 26,165 shares; 2024Q4: 26,759 shares; 2025Q1: 28,735 shares; 2025Q2: 27,676 shares; 2025Q3: 32,902 shares; 2025Q4: 6,308 shares 6,308 $340K 0.01% -26,594 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,342 shares; 2025Q4: 3,455 shares 3,455 $338K 0.01% +1,113 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: 3,070 shares; 2024Q4: 2,489 shares; 2025Q1: 2,567 shares; 2025Q2: 2,587 shares; 2025Q3: 3,385 shares; 2025Q4: 1,163 shares 1,163 $336K 0.01% -2,222 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 14,590 shares; 2025Q3: 16,679 shares; 2025Q4: 14,122 shares 14,122 $336K 0.01% -2,557 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 169 shares; 2025Q1: 3,389 shares; 2025Q2: not reported; 2025Q3: 11,170 shares; 2025Q4: 5,172 shares 5,172 $333K 0.01% -5,998 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 2,033 shares; 2025Q3: 2,494 shares; 2025Q4: 649 shares 649 $332K 0.01% -1,845 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: 11,468 shares; 2024Q4: 10,398 shares; 2025Q1: 11,157 shares; 2025Q2: 11,570 shares; 2025Q3: 17,780 shares; 2025Q4: 2,157 shares 2,157 $331K 0.01% -15,623 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,096 shares; 2025Q1: 2,329 shares; 2025Q2: 3,314 shares; 2025Q3: 4,237 shares; 2025Q4: 1,275 shares 1,275 $331K 0.01% -2,962 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: 3,794 shares; 2024Q4: 3,736 shares; 2025Q1: 4,634 shares; 2025Q2: 2,767 shares; 2025Q3: 2,936 shares; 2025Q4: 2,711 shares 2,711 $330K 0.01% -225 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,846 shares; 2025Q1: 1,947 shares; 2025Q2: 1,915 shares; 2025Q3: 1,924 shares; 2025Q4: 1,838 shares 1,838 $329K 0.01% -86 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,067 shares; 2025Q2: 6,066 shares; 2025Q3: not reported; 2025Q4: 6,081 shares 6,081 $328K 0.01% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,148 shares 13,148 $327K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 5,208 shares; 2025Q1: 3,059 shares; 2025Q2: 3,084 shares; 2025Q3: 2,874 shares; 2025Q4: 2,874 shares 2,874 $327K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,768 shares; 2025Q3: 3,254 shares; 2025Q4: 2,010 shares 2,010 $326K 0.01% -1,244 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,913 shares; 2025Q4: 2,353 shares 2,353 $324K 0.01% +440 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,201 shares; 2024Q4: 9,456 shares; 2025Q1: 9,911 shares; 2025Q2: 12,327 shares; 2025Q3: 16,233 shares; 2025Q4: 5,507 shares 5,507 $323K 0.01% -10,726 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,286 shares; 2025Q1: 4,120 shares; 2025Q2: not reported; 2025Q3: 5,903 shares; 2025Q4: 5,514 shares 5,514 $319K 0.01% -389 Timeline IYM 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: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,443 shares; 2025Q3: 2,068 shares; 2025Q4: 2,067 shares 2,067 $318K 0.01% -1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 5,233 shares; 2025Q1: 5,443 shares; 2025Q2: 6,115 shares; 2025Q3: 8,111 shares; 2025Q4: 2,516 shares 2,516 $317K 0.01% -5,595 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,971 shares; 2025Q1: 3,977 shares; 2025Q2: 3,984 shares; 2025Q3: 3,992 shares; 2025Q4: 4,541 shares 4,541 $316K 0.01% +549 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: 10,287 shares; 2024Q4: 11,207 shares; 2025Q1: 11,632 shares; 2025Q2: 12,922 shares; 2025Q3: 15,718 shares; 2025Q4: 2,574 shares 2,574 $316K 0.01% -13,144 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: 2,667 shares 2,667 $316K 0.01% -9 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,870 shares; 2025Q3: 5,337 shares; 2025Q4: 6,188 shares 6,188 $315K 0.01% +851 Timeline SPGP 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: 2,758 shares 2,758 $314K 0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,577 shares; 2024Q4: 4,633 shares; 2025Q1: 4,523 shares; 2025Q2: 4,694 shares; 2025Q3: 4,845 shares; 2025Q4: 1,672 shares 1,672 $310K 0.01% -3,173 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,077 shares; 2025Q4: 640 shares 640 $308K 0.01% -437 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,364 shares; 2025Q1: 3,590 shares; 2025Q2: not reported; 2025Q3: 6,402 shares; 2025Q4: 5,356 shares 5,356 $307K 0.01% -1,046 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: 5,990 shares; 2024Q4: 5,551 shares; 2025Q1: 5,242 shares; 2025Q2: 6,422 shares; 2025Q3: 7,287 shares; 2025Q4: 2,686 shares 2,686 $303K 0.01% -4,601 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 2,990 shares; 2025Q1: 2,992 shares; 2025Q2: 3,093 shares; 2025Q3: 3,378 shares; 2025Q4: 1,225 shares 1,225 $303K 0.01% -2,153 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: 2,677 shares; 2024Q4: 2,653 shares; 2025Q1: 2,653 shares; 2025Q2: 2,653 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares 2,705 $302K 0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,616 shares; 2024Q4: 15,769 shares; 2025Q1: 17,054 shares; 2025Q2: 17,707 shares; 2025Q3: 19,353 shares; 2025Q4: 15,603 shares 15,603 $298K 0.01% -3,750 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: 3,839 shares; 2024Q4: 3,367 shares; 2025Q1: 3,028 shares; 2025Q2: 3,457 shares; 2025Q3: 4,064 shares; 2025Q4: 952 shares 952 $298K 0.01% -3,112 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,319 shares 1,319 $296K 0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 4,070 shares 4,070 $296K <0.01% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,554 shares; 2024Q4: 7,554 shares; 2025Q1: 7,554 shares; 2025Q2: 7,554 shares; 2025Q3: 7,554 shares; 2025Q4: 6,648 shares 6,648 $295K <0.01% -906 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: 11,034 shares; 2024Q4: 10,220 shares; 2025Q1: 10,430 shares; 2025Q2: 11,101 shares; 2025Q3: 12,094 shares; 2025Q4: 3,442 shares 3,442 $294K <0.01% -8,652 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: 1,418 shares; 2025Q1: 1,586 shares; 2025Q2: 2,499 shares; 2025Q3: 2,032 shares; 2025Q4: 1,312 shares 1,312 $292K <0.01% -720 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: 9,901 shares; 2024Q4: 8,178 shares; 2025Q1: 8,283 shares; 2025Q2: 9,155 shares; 2025Q3: 11,561 shares; 2025Q4: 4,319 shares 4,319 $291K <0.01% -7,242 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,638 shares; 2024Q4: 14,007 shares; 2025Q1: 7,704 shares; 2025Q2: 7,275 shares; 2025Q3: 3,908 shares; 2025Q4: 3,510 shares 3,510 $291K <0.01% -398 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,026 shares; 2025Q4: 12,026 shares 12,026 $291K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,378 shares; 2025Q1: 2,503 shares; 2025Q2: 2,719 shares; 2025Q3: 3,159 shares; 2025Q4: 857 shares 857 $289K <0.01% -2,302 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: 16,426 shares; 2024Q4: 14,233 shares; 2025Q1: 14,138 shares; 2025Q2: 25,943 shares; 2025Q3: 26,859 shares; 2025Q4: 3,549 shares 3,549 $289K <0.01% -23,310 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 779 shares; 2025Q1: 3,079 shares; 2025Q2: 6,919 shares; 2025Q3: 5,786 shares; 2025Q4: 5,590 shares 5,590 $288K <0.01% -196 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,824 shares; 2025Q1: 3,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,527 shares 6,527 $287K <0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 1,955 shares; 2025Q2: 2,195 shares; 2025Q3: 2,197 shares; 2025Q4: 1,554 shares 1,554 $287K <0.01% -643 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: not reported; 2025Q3: 4,198 shares; 2025Q4: 4,198 shares 4,198 $286K <0.01% 0 Timeline HYDB 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: 11,958 shares; 2025Q4: 6,040 shares 6,040 $286K <0.01% -5,918 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 15,400 shares; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares 15,400 $283K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,162 shares; 2025Q1: 2,043 shares; 2025Q2: 1,636 shares; 2025Q3: 2,577 shares; 2025Q4: 1,235 shares 1,235 $281K <0.01% -1,342 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: 12,481 shares; 2024Q4: not reported; 2025Q1: 14,237 shares; 2025Q2: 11,984 shares; 2025Q3: 14,552 shares; 2025Q4: 3,538 shares 3,538 $281K <0.01% -11,014 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: 5,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,329 shares; 2025Q3: 15,500 shares; 2025Q4: 12,743 shares 12,743 $279K <0.01% -2,757 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,857 shares; 2025Q4: 2,823 shares 2,823 $278K <0.01% -1,034 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,017 shares; 2025Q4: 11,551 shares 11,551 $275K <0.01% -466 Timeline ACWV 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: 749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,296 shares 2,296 $273K <0.01% new 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: 9,145 shares; 2024Q4: 9,300 shares; 2025Q1: 9,082 shares; 2025Q2: 11,682 shares; 2025Q3: 13,076 shares; 2025Q4: 2,312 shares 2,312 $272K <0.01% -10,764 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,350 shares; 2025Q1: 7,270 shares; 2025Q2: 5,516 shares; 2025Q3: 5,620 shares; 2025Q4: 2,637 shares 2,637 $269K <0.01% -2,983 Timeline