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: 4,491,249 shares; 2024Q4: 4,548,612 shares; 2025Q1: 4,561,937 shares; 2025Q2: 4,525,841 shares; 2025Q3: 5,008,290 shares; 2025Q4: 5,293,249 shares 5,293,249 $285M 8.61% +284,959 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: 1,239,116 shares; 2024Q4: 1,196,525 shares; 2025Q1: 1,274,502 shares; 2025Q2: 1,165,061 shares; 2025Q3: 1,373,348 shares; 2025Q4: 1,499,828 shares 1,499,828 $161M 4.85% +126,480 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT 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: 4,675,942 shares; 2025Q3: 5,088,013 shares; 2025Q4: 5,493,862 shares 5,493,862 $150M 4.52% +405,849 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,050 shares; 2024Q4: 422,081 shares; 2025Q1: 684,015 shares; 2025Q2: 1,049,873 shares; 2025Q3: 2,616,558 shares; 2025Q4: 2,820,648 shares 2,820,648 $107M 3.25% +204,090 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: 413,197 shares; 2024Q4: 386,853 shares; 2025Q1: 454,724 shares; 2025Q2: 537,157 shares; 2025Q3: 540,970 shares; 2025Q4: 547,377 shares 547,377 $102M 3.08% +6,407 Timeline USHY 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: 1,582,681 shares; 2024Q4: 1,656,964 shares; 2025Q1: 1,714,716 shares; 2025Q2: 1,767,633 shares; 2025Q3: 2,107,182 shares; 2025Q4: 2,341,985 shares 2,341,985 $87.6M 2.64% +234,803 Timeline FFND NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: 2,281,134 shares; 2025Q2: 2,565,078 shares; 2025Q3: 3,113,799 shares; 2025Q4: 2,740,760 shares 2,740,760 $82.4M 2.49% -373,039 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175,262 shares; 2024Q4: 1,197,002 shares; 2025Q1: 1,182,222 shares; 2025Q2: 1,191,950 shares; 2025Q3: 1,280,454 shares; 2025Q4: 1,375,500 shares 1,375,500 $72.7M 2.2% +95,046 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: 82,294 shares; 2024Q4: 78,031 shares; 2025Q1: 99,671 shares; 2025Q2: 123,322 shares; 2025Q3: 125,189 shares; 2025Q4: 130,200 shares 130,200 $63M 1.9% +5,011 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,678 shares; 2024Q4: 1,016,160 shares; 2025Q1: 1,324,825 shares; 2025Q2: 1,135,739 shares; 2025Q3: 1,134,920 shares; 2025Q4: 1,263,061 shares 1,263,061 $57.9M 1.75% +128,141 Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952,386 shares; 2024Q4: 902,086 shares; 2025Q1: 835,759 shares; 2025Q2: 732,747 shares; 2025Q3: 658,418 shares; 2025Q4: 643,393 shares 643,393 $51.7M 1.56% -15,025 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: 118,536 shares; 2024Q4: 116,722 shares; 2025Q1: 129,307 shares; 2025Q2: 151,362 shares; 2025Q3: 149,856 shares; 2025Q4: 147,368 shares 147,368 $46.2M 1.4% -2,488 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: 1,271,133 shares; 2024Q4: 1,276,622 shares; 2025Q1: 854,469 shares; 2025Q2: 682,623 shares; 2025Q3: 641,853 shares; 2025Q4: 516,715 shares 516,715 $46.2M 1.4% -125,138 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: 199,403 shares; 2024Q4: 194,643 shares; 2025Q1: 173,855 shares; 2025Q2: 165,799 shares; 2025Q3: 169,323 shares; 2025Q4: 175,968 shares 175,968 $44.2M 1.33% +6,645 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,060 shares; 2024Q4: 331,740 shares; 2025Q1: 339,161 shares; 2025Q2: 342,316 shares; 2025Q3: 371,868 shares; 2025Q4: 401,700 shares 401,700 $44.2M 1.33% +29,832 Timeline JQUA 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: 623,150 shares; 2024Q4: 600,430 shares; 2025Q1: 709,310 shares; 2025Q2: 693,251 shares; 2025Q3: 694,562 shares; 2025Q4: 666,136 shares 666,136 $42.1M 1.27% -28,426 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: 118,796 shares; 2024Q4: 84,469 shares; 2025Q1: 80,603 shares; 2025Q2: 69,414 shares; 2025Q3: 69,515 shares; 2025Q4: 68,429 shares 68,429 $42M 1.27% -1,086 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: 48,776 shares; 2024Q4: 48,274 shares; 2025Q1: 48,324 shares; 2025Q2: 40,544 shares; 2025Q3: 41,763 shares; 2025Q4: 60,762 shares 60,762 $41.6M 1.26% +18,999 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,691 shares; 2024Q4: 621,774 shares; 2025Q1: 624,098 shares; 2025Q2: 852,185 shares; 2025Q3: 773,610 shares; 2025Q4: 809,643 shares 809,643 $40.7M 1.23% +36,033 Timeline DGRE 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: 1,253,917 shares; 2024Q4: 1,224,565 shares; 2025Q1: 1,130,942 shares; 2025Q2: 1,117,610 shares; 2025Q3: 1,153,758 shares; 2025Q4: 1,196,197 shares 1,196,197 $37.5M 1.13% +42,439 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: 281,543 shares; 2024Q4: 264,634 shares; 2025Q1: 307,356 shares; 2025Q2: 284,658 shares; 2025Q3: 286,577 shares; 2025Q4: 354,636 shares 354,636 $32.4M 0.98% +68,059 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: 40,820 shares; 2024Q4: 39,170 shares; 2025Q1: 39,757 shares; 2025Q2: 40,732 shares; 2025Q3: 42,909 shares; 2025Q4: 45,962 shares 45,962 $30.3M 0.92% +3,053 Timeline FFLS NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,152 shares; 2024Q4: 1,091,249 shares; 2025Q1: 1,126,037 shares; 2025Q2: 1,170,316 shares; 2025Q3: 1,215,695 shares; 2025Q4: 1,296,842 shares 1,296,842 $30.1M 0.91% +81,147 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: 28,140 shares; 2024Q4: 51,940 shares; 2025Q1: 31,293 shares; 2025Q2: 45,874 shares; 2025Q3: 42,429 shares; 2025Q4: 277,017 shares 277,017 $27.7M 0.84% +234,588 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: 59,931 shares; 2024Q4: 56,118 shares; 2025Q1: 55,532 shares; 2025Q2: 55,371 shares; 2025Q3: 54,018 shares; 2025Q4: 52,838 shares 52,838 $24.8M 0.75% -1,180 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,315 shares; 2024Q4: 235,714 shares; 2025Q1: 226,215 shares; 2025Q2: 62,066 shares; 2025Q3: 50,788 shares; 2025Q4: 84,343 shares 84,343 $23.4M 0.71% +33,555 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: 71,427 shares; 2024Q4: 71,140 shares; 2025Q1: 103,432 shares; 2025Q2: 74,414 shares; 2025Q3: 67,065 shares; 2025Q4: 67,958 shares 67,958 $23.3M 0.7% +893 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: 109,463 shares; 2024Q4: 105,556 shares; 2025Q1: 103,748 shares; 2025Q2: 38,996 shares; 2025Q3: 39,461 shares; 2025Q4: 44,408 shares 44,408 $21.7M 0.65% +4,947 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: 68,748 shares; 2024Q4: 63,675 shares; 2025Q1: 63,802 shares; 2025Q2: 66,932 shares; 2025Q3: 66,589 shares; 2025Q4: 66,839 shares 66,839 $21.5M 0.65% +250 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: 432,037 shares; 2024Q4: 423,652 shares; 2025Q1: 399,205 shares; 2025Q2: 163,251 shares; 2025Q3: 143,331 shares; 2025Q4: 170,656 shares 170,656 $20.8M 0.63% +27,325 Timeline XFLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089,553 shares; 2024Q4: 2,049,895 shares; 2025Q1: 1,946,714 shares; 2025Q2: 1,781,338 shares; 2025Q3: 1,747,332 shares; 2025Q4: 902,866 shares 902,866 $20.2M 0.61% -844,466 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: 22,600 shares; 2024Q4: 21,005 shares; 2025Q1: 20,526 shares; 2025Q2: 22,676 shares; 2025Q3: 29,223 shares; 2025Q4: 29,424 shares 29,424 $20.1M 0.61% +201 Timeline TFI 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: 595,626 shares; 2024Q4: 524,300 shares; 2025Q1: 489,070 shares; 2025Q2: 461,780 shares; 2025Q3: 440,744 shares; 2025Q4: 434,688 shares 434,688 $19.9M 0.6% -6,056 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: 135,659 shares; 2024Q4: 135,440 shares; 2025Q1: 132,291 shares; 2025Q2: 43,134 shares; 2025Q3: 41,483 shares; 2025Q4: 41,800 shares 41,800 $19.8M 0.6% +317 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: 187,232 shares; 2024Q4: 170,889 shares; 2025Q1: 169,862 shares; 2025Q2: 170,556 shares; 2025Q3: 173,706 shares; 2025Q4: 177,529 shares 177,529 $19.8M 0.6% +3,823 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: 167,929 shares; 2024Q4: 163,721 shares; 2025Q1: 160,656 shares; 2025Q2: 171,765 shares; 2025Q3: 163,399 shares; 2025Q4: 163,503 shares 163,503 $19.1M 0.58% +104 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: 58,757 shares; 2024Q4: 54,434 shares; 2025Q1: 56,251 shares; 2025Q2: 62,449 shares; 2025Q3: 67,980 shares; 2025Q4: 71,551 shares 71,551 $19M 0.57% +3,571 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,996 shares; 2025Q3: 276,523 shares; 2025Q4: 392,108 shares 392,108 $18.2M 0.55% +115,585 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,844 shares; 2024Q4: 46,575 shares; 2025Q1: 46,560 shares; 2025Q2: 47,553 shares; 2025Q3: 49,549 shares; 2025Q4: 51,234 shares 51,234 $18M 0.54% +1,685 Timeline SUB 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: 136,017 shares; 2024Q4: 132,529 shares; 2025Q1: 138,811 shares; 2025Q2: 142,680 shares; 2025Q3: 158,730 shares; 2025Q4: 168,082 shares 168,082 $17.9M 0.54% +9,352 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: 106,437 shares; 2024Q4: 107,027 shares; 2025Q1: 112,859 shares; 2025Q2: 126,731 shares; 2025Q3: 135,500 shares; 2025Q4: 146,881 shares 146,881 $17.7M 0.53% +11,381 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: 12,284 shares; 2024Q4: 11,043 shares; 2025Q1: 32,895 shares; 2025Q2: 43,752 shares; 2025Q3: 41,457 shares; 2025Q4: 38,738 shares 38,738 $17.4M 0.53% -2,719 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: 353,520 shares; 2024Q4: 348,231 shares; 2025Q1: 324,457 shares; 2025Q2: 155,540 shares; 2025Q3: 133,471 shares; 2025Q4: 126,367 shares 126,367 $17.3M 0.52% -7,104 Timeline GIGL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335,038 shares 335,038 $17.1M 0.52% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,176 shares; 2024Q4: 12,486 shares; 2025Q1: 14,823 shares; 2025Q2: 19,720 shares; 2025Q3: 20,860 shares; 2025Q4: 21,625 shares 21,625 $16.7M 0.5% +765 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: 98,354 shares; 2024Q4: 101,556 shares; 2025Q1: 116,346 shares; 2025Q2: 133,828 shares; 2025Q3: 148,333 shares; 2025Q4: 158,176 shares 158,176 $16.6M 0.5% +9,843 Timeline GSST 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325,677 shares 325,677 $16.4M 0.5% new 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: 199,002 shares; 2024Q4: 190,943 shares; 2025Q1: 190,496 shares; 2025Q2: 197,816 shares; 2025Q3: 203,458 shares; 2025Q4: 207,285 shares 207,285 $16M 0.48% +3,827 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: 81,891 shares; 2024Q4: 79,667 shares; 2025Q1: 82,996 shares; 2025Q2: 91,827 shares; 2025Q3: 96,800 shares; 2025Q4: 102,899 shares 102,899 $15.7M 0.47% +6,099 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: 39,060 shares; 2024Q4: 35,761 shares; 2025Q1: 39,129 shares; 2025Q2: 43,567 shares; 2025Q3: 49,007 shares; 2025Q4: 49,826 shares 49,826 $15.6M 0.47% +819 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: 39,773 shares; 2024Q4: 37,684 shares; 2025Q1: 39,091 shares; 2025Q2: 41,290 shares; 2025Q3: 42,615 shares; 2025Q4: 45,133 shares 45,133 $15.5M 0.47% +2,518 Timeline IQDG 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: 2,485,859 shares; 2024Q4: 2,525,684 shares; 2025Q1: 2,242,032 shares; 2025Q2: 1,936,126 shares; 2025Q3: 614,616 shares; 2025Q4: 371,208 shares 371,208 $15.4M 0.46% -243,408 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: 172,237 shares; 2024Q4: 168,193 shares; 2025Q1: 167,823 shares; 2025Q2: 146,038 shares; 2025Q3: 143,875 shares; 2025Q4: 140,748 shares 140,748 $15M 0.45% -3,127 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: 34,842 shares; 2024Q4: 34,869 shares; 2025Q1: 38,339 shares; 2025Q2: 41,138 shares; 2025Q3: 42,078 shares; 2025Q4: 43,746 shares 43,746 $14.7M 0.44% +1,668 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: 40,674 shares; 2024Q4: 40,556 shares; 2025Q1: 41,594 shares; 2025Q2: 46,459 shares; 2025Q3: 56,507 shares; 2025Q4: 160,598 shares 160,598 $14.4M 0.43% +104,091 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979,138 shares; 2024Q4: 964,964 shares; 2025Q1: 928,681 shares; 2025Q2: 286,865 shares; 2025Q3: 238,579 shares; 2025Q4: 242,124 shares 242,124 $14.4M 0.43% +3,545 Timeline XRLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,868 shares; 2024Q4: 483,066 shares; 2025Q1: 457,664 shares; 2025Q2: 390,832 shares; 2025Q3: 319,885 shares; 2025Q4: 306,392 shares 306,392 $14.1M 0.43% -13,493 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: 42,458 shares; 2024Q4: 42,362 shares; 2025Q1: 45,901 shares; 2025Q2: 48,258 shares; 2025Q3: 47,089 shares; 2025Q4: 45,194 shares 45,194 $13.7M 0.41% -1,895 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: 526,282 shares; 2024Q4: 2,116,636 shares; 2025Q1: 700,495 shares; 2025Q2: 518,991 shares; 2025Q3: 455,103 shares; 2025Q4: 419,379 shares 419,379 $13.7M 0.41% -35,724 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,555 shares; 2024Q4: 99,802 shares; 2025Q1: 105,445 shares; 2025Q2: 115,914 shares; 2025Q3: 119,666 shares; 2025Q4: 127,419 shares 127,419 $13.3M 0.4% +7,753 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: 10,563 shares; 2024Q4: 11,220 shares; 2025Q1: 11,432 shares; 2025Q2: 11,846 shares; 2025Q3: 12,263 shares; 2025Q4: 11,987 shares 11,987 $12.8M 0.39% -276 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: 338,213 shares; 2024Q4: 321,755 shares; 2025Q1: 303,559 shares; 2025Q2: 255,878 shares; 2025Q3: 257,943 shares; 2025Q4: 89,833 shares 89,833 $12.7M 0.38% -168,110 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,363 shares; 2024Q4: 124,726 shares; 2025Q1: 126,866 shares; 2025Q2: 138,120 shares; 2025Q3: 149,054 shares; 2025Q4: 159,714 shares 159,714 $12.6M 0.38% +10,660 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,381 shares 131,381 $12.5M 0.38% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,141 shares; 2025Q1: 2,235 shares; 2025Q2: 2,112 shares; 2025Q3: 2,054 shares; 2025Q4: 133,268 shares 133,268 $12.5M 0.38% +131,214 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: 23,564 shares; 2024Q4: 22,910 shares; 2025Q1: 27,470 shares; 2025Q2: 33,261 shares; 2025Q3: 35,365 shares; 2025Q4: 35,131 shares 35,131 $12.3M 0.37% -234 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: 160,084 shares; 2024Q4: 154,623 shares; 2025Q1: 166,208 shares; 2025Q2: 179,958 shares; 2025Q3: 190,786 shares; 2025Q4: 205,439 shares 205,439 $12M 0.36% +14,653 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: 343,094 shares; 2024Q4: 326,766 shares; 2025Q1: 308,506 shares; 2025Q2: 125,080 shares; 2025Q3: 96,448 shares; 2025Q4: 84,228 shares 84,228 $11.9M 0.36% -12,220 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321,222 shares; 2025Q3: 300,539 shares; 2025Q4: 299,631 shares 299,631 $11.8M 0.36% -908 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,672 shares; 2024Q4: 58,610 shares; 2025Q1: 68,164 shares; 2025Q2: 76,588 shares; 2025Q3: 77,909 shares; 2025Q4: 82,043 shares 82,043 $11.8M 0.36% +4,134 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: 29,999 shares; 2024Q4: 29,973 shares; 2025Q1: 31,883 shares; 2025Q2: 32,938 shares; 2025Q3: 33,573 shares; 2025Q4: 33,369 shares 33,369 $11.5M 0.35% -204 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: 155,674 shares; 2024Q4: 149,540 shares; 2025Q1: 202,473 shares; 2025Q2: 175,273 shares; 2025Q3: 168,989 shares; 2025Q4: 159,919 shares 159,919 $11.1M 0.34% -9,070 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: 437,312 shares; 2024Q4: 416,416 shares; 2025Q1: 389,340 shares; 2025Q2: 330,573 shares; 2025Q3: 328,958 shares; 2025Q4: 95,924 shares 95,924 $10.9M 0.33% -233,034 Timeline VLUE 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: 79,610 shares 79,610 $10.9M 0.33% new 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: 45,301 shares; 2024Q4: 45,851 shares; 2025Q1: 46,727 shares; 2025Q2: 33,601 shares; 2025Q3: 31,957 shares; 2025Q4: 31,620 shares 31,620 $10.6M 0.32% -337 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: 148,206 shares; 2024Q4: 131,669 shares; 2025Q1: 126,681 shares; 2025Q2: 122,045 shares; 2025Q3: 119,674 shares; 2025Q4: 109,772 shares 109,772 $10.5M 0.32% -9,902 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: 27,940 shares; 2024Q4: 31,725 shares; 2025Q1: 32,073 shares; 2025Q2: 38,307 shares; 2025Q3: 40,876 shares; 2025Q4: 53,869 shares 53,869 $10.3M 0.31% +12,993 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,607 shares; 2024Q4: 177,632 shares; 2025Q1: 188,058 shares; 2025Q2: 191,252 shares; 2025Q3: 199,857 shares; 2025Q4: 201,934 shares 201,934 $10.2M 0.31% +2,077 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: 69,246 shares; 2024Q4: 68,346 shares; 2025Q1: 77,829 shares; 2025Q2: 84,229 shares; 2025Q3: 124,509 shares; 2025Q4: 135,244 shares 135,244 $9.95M 0.3% +10,735 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,083 shares 118,083 $9.64M 0.29% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,837 shares; 2025Q2: 28,472 shares; 2025Q3: not reported; 2025Q4: 197,788 shares 197,788 $9.46M 0.29% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,910 shares; 2024Q4: 40,063 shares; 2025Q1: 36,370 shares; 2025Q2: 34,581 shares; 2025Q3: 35,450 shares; 2025Q4: 37,422 shares 37,422 $9.09M 0.27% +1,972 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: 212,572 shares; 2024Q4: 296,822 shares; 2025Q1: 305,834 shares; 2025Q2: 347,032 shares; 2025Q3: 291,673 shares; 2025Q4: 90,532 shares 90,532 $9.05M 0.27% -201,141 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: not reported; 2025Q4: 191,199 shares 191,199 $8.89M 0.27% new 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: 107,506 shares; 2024Q4: 99,375 shares; 2025Q1: 100,896 shares; 2025Q2: 100,111 shares; 2025Q3: 100,171 shares; 2025Q4: 129,512 shares 129,512 $8.71M 0.26% +29,341 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: 11,051 shares; 2024Q4: 10,390 shares; 2025Q1: 10,603 shares; 2025Q2: 10,980 shares; 2025Q3: 10,518 shares; 2025Q4: 10,059 shares 10,059 $8.67M 0.26% -459 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,978 shares; 2024Q4: 126,208 shares; 2025Q1: 135,607 shares; 2025Q2: 160,555 shares; 2025Q3: 170,964 shares; 2025Q4: 210,121 shares 210,121 $8.45M 0.26% +39,157 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,767 shares 126,767 $8.29M 0.25% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 619,331 shares; 2025Q2: 619,332 shares; 2025Q3: 619,732 shares; 2025Q4: 619,733 shares 619,733 $8.13M 0.25% +1 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,171 shares; 2024Q4: 233,766 shares; 2025Q1: 223,564 shares; 2025Q2: 200,371 shares; 2025Q3: 193,722 shares; 2025Q4: 192,901 shares 192,901 $8.07M 0.24% -821 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: 56,121 shares; 2024Q4: 44,728 shares; 2025Q1: 46,425 shares; 2025Q2: 50,481 shares; 2025Q3: 49,308 shares; 2025Q4: 41,293 shares 41,293 $7.48M 0.23% -8,015 Timeline IWX 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: 79,573 shares 79,573 $7.31M 0.22% new 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: 27,819 shares; 2024Q4: 31,335 shares; 2025Q1: 28,233 shares; 2025Q2: 14,032 shares; 2025Q3: 12,635 shares; 2025Q4: 11,588 shares 11,588 $7.27M 0.22% -1,047 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: 52,086 shares; 2024Q4: 51,970 shares; 2025Q1: 51,790 shares; 2025Q2: 51,790 shares; 2025Q3: 51,734 shares; 2025Q4: 77,179 shares 77,179 $7.12M 0.22% +25,445 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: 59,208 shares; 2024Q4: 57,143 shares; 2025Q1: 47,329 shares; 2025Q2: 33,936 shares; 2025Q3: 34,539 shares; 2025Q4: 68,761 shares 68,761 $6.72M 0.2% +34,222 Timeline XNAV FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,849 shares; 2024Q4: 135,173 shares; 2025Q1: 125,661 shares; 2025Q2: 107,734 shares; 2025Q3: 81,416 shares; 2025Q4: 80,966 shares 80,966 $6.55M 0.2% -450 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,064 shares; 2024Q4: 87,081 shares; 2025Q1: 94,777 shares; 2025Q2: 94,532 shares; 2025Q3: 114,824 shares; 2025Q4: 124,162 shares 124,162 $6.28M 0.19% +9,338 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: 7,162 shares; 2024Q4: 5,283 shares; 2025Q1: 8,067 shares; 2025Q2: 7,499 shares; 2025Q3: 12,863 shares; 2025Q4: 40,866 shares 40,866 $6.09M 0.18% +28,003 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: 22,544 shares; 2024Q4: 22,434 shares; 2025Q1: 23,428 shares; 2025Q2: 23,491 shares; 2025Q3: 19,616 shares; 2025Q4: 20,680 shares 20,680 $6M 0.18% +1,064 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: 23,756 shares; 2024Q4: 23,436 shares; 2025Q1: 33,948 shares; 2025Q2: 32,324 shares; 2025Q3: 37,308 shares; 2025Q4: 62,881 shares 62,881 $5.98M 0.18% +25,573 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: 11,881 shares; 2024Q4: 10,611 shares; 2025Q1: 10,857 shares; 2025Q2: 10,435 shares; 2025Q3: 10,468 shares; 2025Q4: 10,193 shares 10,193 $5.82M 0.18% -275 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: 17,936 shares; 2024Q4: 17,942 shares; 2025Q1: 17,946 shares; 2025Q2: 18,046 shares; 2025Q3: 18,050 shares; 2025Q4: 17,786 shares 17,786 $5.6M 0.17% -264 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: 19,885 shares; 2024Q4: 19,748 shares; 2025Q1: 22,864 shares; 2025Q2: 24,260 shares; 2025Q3: 20,012 shares; 2025Q4: 21,447 shares 21,447 $5.53M 0.17% +1,435 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: 64,523 shares; 2024Q4: 66,589 shares; 2025Q1: 32,394 shares; 2025Q2: 21,519 shares; 2025Q3: 21,015 shares; 2025Q4: 56,850 shares 56,850 $5.47M 0.17% +35,835 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,653 shares; 2024Q4: 60,693 shares; 2025Q1: 58,431 shares; 2025Q2: 57,790 shares; 2025Q3: 55,644 shares; 2025Q4: 51,863 shares 51,863 $5.4M 0.16% -3,781 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,791 shares; 2024Q4: 13,770 shares; 2025Q1: 12,039 shares; 2025Q2: 11,551 shares; 2025Q3: 11,159 shares; 2025Q4: 34,498 shares 34,498 $5.34M 0.16% +23,339 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: 35,434 shares; 2024Q4: 34,091 shares; 2025Q1: 34,482 shares; 2025Q2: 35,262 shares; 2025Q3: 38,445 shares; 2025Q4: 98,319 shares 98,319 $5.29M 0.16% +59,874 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: 30,689 shares; 2024Q4: 33,041 shares; 2025Q1: 28,340 shares; 2025Q2: 30,739 shares; 2025Q3: 31,099 shares; 2025Q4: 84,480 shares 84,480 $5.28M 0.16% +53,381 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: 19,438 shares; 2024Q4: 16,504 shares; 2025Q1: 55,527 shares; 2025Q2: 52,067 shares; 2025Q3: 57,303 shares; 2025Q4: 116,314 shares 116,314 $5.24M 0.16% +59,011 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: 57,826 shares; 2024Q4: 55,293 shares; 2025Q1: 57,016 shares; 2025Q2: 66,378 shares; 2025Q3: 67,122 shares; 2025Q4: 64,324 shares 64,324 $5.22M 0.16% -2,798 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: 8,596 shares; 2024Q4: 8,352 shares; 2025Q1: 8,304 shares; 2025Q2: 8,258 shares; 2025Q3: 8,255 shares; 2025Q4: 28,944 shares 28,944 $5.08M 0.15% +20,689 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: 10,488 shares; 2024Q4: 10,400 shares; 2025Q1: 10,299 shares; 2025Q2: 10,322 shares; 2025Q3: 10,325 shares; 2025Q4: 10,166 shares 10,166 $4.92M 0.15% -159 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: 46,283 shares; 2024Q4: 33,050 shares; 2025Q1: 35,947 shares; 2025Q2: 30,575 shares; 2025Q3: 171,115 shares; 2025Q4: 96,241 shares 96,241 $4.9M 0.15% -74,874 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,228 shares; 2024Q4: 656,869 shares; 2025Q1: 387,510 shares; 2025Q2: 123,872 shares; 2025Q3: 93,290 shares; 2025Q4: 62,207 shares 62,207 $4.83M 0.15% -31,083 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 6,536 shares; 2025Q1: 14,831 shares; 2025Q2: 13,646 shares; 2025Q3: 12,898 shares; 2025Q4: 12,174 shares 12,174 $4.82M 0.15% -724 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: 72,746 shares; 2024Q4: 221,627 shares; 2025Q1: 202,709 shares; 2025Q2: 198,393 shares; 2025Q3: 186,082 shares; 2025Q4: 156,831 shares 156,831 $4.64M 0.14% -29,251 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,186 shares; 2024Q4: 69,803 shares; 2025Q1: 66,239 shares; 2025Q2: 64,240 shares; 2025Q3: 58,573 shares; 2025Q4: 57,461 shares 57,461 $4.63M 0.14% -1,112 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,251 shares; 2024Q4: 9,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,585 shares; 2025Q4: 149,964 shares 149,964 $4.4M 0.13% +12,379 Timeline SHYG 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: 84,916 shares; 2024Q4: 85,561 shares; 2025Q1: 95,755 shares; 2025Q2: 92,809 shares; 2025Q3: 95,202 shares; 2025Q4: 101,091 shares 101,091 $4.33M 0.13% +5,889 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: 12,760 shares; 2024Q4: 11,852 shares; 2025Q1: 16,242 shares; 2025Q2: 16,638 shares; 2025Q3: 15,533 shares; 2025Q4: 17,194 shares 17,194 $4.23M 0.13% +1,661 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,326 shares; 2025Q3: 3,311 shares; 2025Q4: 3,310 shares 3,310 $4.02M 0.12% -1 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: 41,716 shares; 2024Q4: 41,363 shares; 2025Q1: 21,690 shares; 2025Q2: 7,986 shares; 2025Q3: 11,005 shares; 2025Q4: 11,036 shares 11,036 $3.97M 0.12% +31 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: 34,798 shares; 2024Q4: 33,715 shares; 2025Q1: 33,215 shares; 2025Q2: 36,791 shares; 2025Q3: 33,123 shares; 2025Q4: 30,919 shares 30,919 $3.95M 0.12% -2,204 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: 4,367 shares; 2024Q4: 4,367 shares; 2025Q1: 4,791 shares; 2025Q2: 4,719 shares; 2025Q3: 19,104 shares; 2025Q4: 20,360 shares 20,360 $3.9M 0.12% +1,256 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,027 shares 190,027 $3.85M 0.12% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,087 shares; 2024Q4: 13,882 shares; 2025Q1: 13,431 shares; 2025Q2: 13,122 shares; 2025Q3: 13,184 shares; 2025Q4: 12,656 shares 12,656 $3.81M 0.12% -528 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT 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: 22,084 shares; 2025Q3: 31,640 shares; 2025Q4: 37,181 shares 37,181 $3.8M 0.11% +5,541 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: 23,639 shares; 2024Q4: 23,175 shares; 2025Q1: 23,779 shares; 2025Q2: 23,305 shares; 2025Q3: 16,911 shares; 2025Q4: 17,981 shares 17,981 $3.78M 0.11% +1,070 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,120 shares; 2024Q4: 23,970 shares; 2025Q1: 23,970 shares; 2025Q2: 25,370 shares; 2025Q3: 65,164 shares; 2025Q4: 73,965 shares 73,965 $3.78M 0.11% +8,801 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 29,865 shares; 2025Q3: 36,426 shares; 2025Q4: 46,121 shares 46,121 $3.65M 0.11% +9,695 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 3,975 shares; 2025Q3: 6,204 shares; 2025Q4: 11,629 shares 11,629 $3.62M 0.11% +5,425 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 16,729 shares; 2025Q3: 29,023 shares; 2025Q4: 41,053 shares 41,053 $3.58M 0.11% +12,030 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: 69,445 shares; 2024Q4: 68,945 shares; 2025Q1: 69,972 shares; 2025Q2: 72,022 shares; 2025Q3: 50,740 shares; 2025Q4: 16,954 shares 16,954 $3.51M 0.11% -33,786 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: not reported; 2025Q2: 27,876 shares; 2025Q3: 44,278 shares; 2025Q4: 62,959 shares 62,959 $3.49M 0.11% +18,681 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: 28,020 shares; 2024Q4: 28,006 shares; 2025Q1: 28,773 shares; 2025Q2: 13,528 shares; 2025Q3: 12,604 shares; 2025Q4: 13,733 shares 13,733 $3.47M 0.1% +1,129 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,600 shares; 2024Q4: 380,906 shares; 2025Q1: 411,623 shares; 2025Q2: 136,330 shares; 2025Q3: 117,896 shares; 2025Q4: 27,850 shares 27,850 $3.32M 0.1% -90,046 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: 101,059 shares; 2024Q4: 99,347 shares; 2025Q1: 97,582 shares; 2025Q2: 5,837 shares; 2025Q3: 7,415 shares; 2025Q4: 8,050 shares 8,050 $3.32M 0.1% +635 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,040 shares; 2025Q3: 51,528 shares; 2025Q4: 73,819 shares 73,819 $3.29M 0.1% +22,291 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,476 shares; 2025Q1: 1,282 shares; 2025Q2: 1,952 shares; 2025Q3: 14,903 shares; 2025Q4: 14,919 shares 14,919 $3.28M 0.1% +16 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,687 shares; 2024Q4: 56,429 shares; 2025Q1: 57,155 shares; 2025Q2: 56,861 shares; 2025Q3: 56,626 shares; 2025Q4: 73,176 shares 73,176 $3.25M 0.1% +16,550 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 22,001 shares; 2025Q3: 33,558 shares; 2025Q4: 46,806 shares 46,806 $3.15M 0.1% +13,248 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,540 shares; 2025Q3: 15,008 shares; 2025Q4: 21,502 shares 21,502 $3.11M 0.09% +6,494 Timeline GDX 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: 59,660 shares; 2024Q4: 58,750 shares; 2025Q1: 56,449 shares; 2025Q2: 45,354 shares; 2025Q3: 42,243 shares; 2025Q4: 36,298 shares 36,298 $3.11M 0.09% -5,945 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,845 shares; 2024Q4: 37,520 shares; 2025Q1: 37,520 shares; 2025Q2: 53,172 shares; 2025Q3: 51,752 shares; 2025Q4: 54,118 shares 54,118 $3.11M 0.09% +2,366 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,354 shares; 2025Q3: 9,818 shares; 2025Q4: 13,559 shares 13,559 $3.11M 0.09% +3,741 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: 61,835 shares; 2024Q4: 62,936 shares; 2025Q1: 118,851 shares; 2025Q2: 113,713 shares; 2025Q3: 122,856 shares; 2025Q4: 121,159 shares 121,159 $3.06M 0.09% -1,697 Timeline DFCA 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: 10,925 shares; 2024Q4: 13,535 shares; 2025Q1: 46,730 shares; 2025Q2: 30,995 shares; 2025Q3: 46,995 shares; 2025Q4: 60,129 shares 60,129 $3.01M 0.09% +13,134 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: 22,828 shares; 2024Q4: 22,587 shares; 2025Q1: 22,851 shares; 2025Q2: 22,531 shares; 2025Q3: 25,890 shares; 2025Q4: 25,919 shares 25,919 $2.95M 0.09% +29 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: 15,528 shares; 2024Q4: 15,486 shares; 2025Q1: 17,881 shares; 2025Q2: 18,105 shares; 2025Q3: 18,053 shares; 2025Q4: 17,964 shares 17,964 $2.88M 0.09% -89 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: 10,642 shares; 2024Q4: 9,036 shares; 2025Q1: 8,628 shares; 2025Q2: 8,581 shares; 2025Q3: 8,535 shares; 2025Q4: 7,206 shares 7,206 $2.84M 0.09% -1,329 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,056 shares 36,056 $2.84M 0.09% new 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: 39,015 shares; 2024Q4: 39,339 shares; 2025Q1: 39,482 shares; 2025Q2: 37,904 shares; 2025Q3: 40,417 shares; 2025Q4: 10,301 shares 10,301 $2.84M 0.09% -30,116 Timeline REET 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: 594,790 shares; 2024Q4: 573,651 shares; 2025Q1: 573,949 shares; 2025Q2: 577,488 shares; 2025Q3: 618,609 shares; 2025Q4: 113,175 shares 113,175 $2.82M 0.09% -505,434 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: 99,873 shares; 2024Q4: 92,138 shares; 2025Q1: 61,399 shares; 2025Q2: 62,685 shares; 2025Q3: 55,162 shares; 2025Q4: 22,960 shares 22,960 $2.76M 0.08% -32,202 Timeline ILCG 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: 57,446 shares; 2024Q4: 64,456 shares; 2025Q1: 55,994 shares; 2025Q2: 15,895 shares; 2025Q3: 26,371 shares; 2025Q4: 26,299 shares 26,299 $2.74M 0.08% -72 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST 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: 7,973 shares; 2025Q3: 13,749 shares; 2025Q4: 19,559 shares 19,559 $2.73M 0.08% +5,810 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: 10,019 shares; 2025Q3: 16,027 shares; 2025Q4: 22,634 shares 22,634 $2.72M 0.08% +6,607 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,995 shares; 2025Q3: 46,401 shares; 2025Q4: 77,093 shares 77,093 $2.66M 0.08% +30,692 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,551 shares; 2025Q3: 45,251 shares; 2025Q4: 59,917 shares 59,917 $2.65M 0.08% +14,666 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM 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: 6,608 shares; 2025Q3: 10,399 shares; 2025Q4: 14,777 shares 14,777 $2.62M 0.08% +4,378 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,583 shares; 2025Q3: 16,689 shares; 2025Q4: 23,872 shares 23,872 $2.59M 0.08% +7,183 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 3,693 shares; 2025Q3: 5,691 shares; 2025Q4: 8,015 shares 8,015 $2.55M 0.08% +2,324 Timeline IJJ 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: 47,750 shares; 2024Q4: 43,459 shares; 2025Q1: 42,407 shares; 2025Q2: 45,068 shares; 2025Q3: 41,791 shares; 2025Q4: 19,260 shares 19,260 $2.53M 0.08% -22,531 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,479 shares; 2024Q4: 50,394 shares; 2025Q1: 33,738 shares; 2025Q2: 32,563 shares; 2025Q3: 31,657 shares; 2025Q4: 30,505 shares 30,505 $2.53M 0.08% -1,152 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: 732 shares; 2024Q4: 937 shares; 2025Q1: 882 shares; 2025Q2: 975 shares; 2025Q3: 3,250 shares; 2025Q4: 3,245 shares 3,245 $2.45M 0.07% -5 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: 27,700 shares; 2024Q4: 22,018 shares; 2025Q1: 23,682 shares; 2025Q2: 24,507 shares; 2025Q3: 25,706 shares; 2025Q4: 27,612 shares 27,612 $2.44M 0.07% +1,906 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: 11,725 shares; 2024Q4: 9,797 shares; 2025Q1: 9,141 shares; 2025Q2: 8,971 shares; 2025Q3: 8,906 shares; 2025Q4: 10,552 shares 10,552 $2.41M 0.07% +1,646 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: 45,251 shares; 2024Q4: 41,052 shares; 2025Q1: 35,348 shares; 2025Q2: 43,910 shares; 2025Q3: 42,089 shares; 2025Q4: 42,368 shares 42,368 $2.41M 0.07% +279 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: 1,976 shares; 2024Q4: 1,868 shares; 2025Q1: 2,272 shares; 2025Q2: 2,231 shares; 2025Q3: 2,189 shares; 2025Q4: 2,235 shares 2,235 $2.4M 0.07% +46 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,517 shares; 2025Q3: 42,224 shares; 2025Q4: 71,040 shares 71,040 $2.38M 0.07% +28,816 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH 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: 6,608 shares; 2025Q3: 10,414 shares; 2025Q4: 14,865 shares 14,865 $2.37M 0.07% +4,451 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS 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: 240,903 shares 240,903 $2.36M 0.07% new 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: 30,665 shares; 2024Q4: 28,395 shares; 2025Q1: 28,349 shares; 2025Q2: 26,746 shares; 2025Q3: 26,139 shares; 2025Q4: 7,292 shares 7,292 $2.36M 0.07% -18,847 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 14,779 shares 14,779 $2.33M 0.07% new 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: 6,109 shares; 2024Q4: 5,257 shares; 2025Q1: 4,989 shares; 2025Q2: 5,088 shares; 2025Q3: 7,519 shares; 2025Q4: 7,582 shares 7,582 $2.32M 0.07% +63 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: 4,245 shares; 2024Q4: 4,195 shares; 2025Q1: 7,843 shares; 2025Q2: 8,098 shares; 2025Q3: 8,279 shares; 2025Q4: 15,795 shares 15,795 $2.27M 0.07% +7,516 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: 23,097 shares; 2024Q4: 22,345 shares; 2025Q1: 18,556 shares; 2025Q2: 18,117 shares; 2025Q3: 17,053 shares; 2025Q4: 19,390 shares 19,390 $2.21M 0.07% +2,337 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: 330,759 shares; 2024Q4: 257,642 shares; 2025Q1: 213,632 shares; 2025Q2: not reported; 2025Q3: 6,590 shares; 2025Q4: 42,287 shares 42,287 $2.19M 0.07% +35,697 Timeline RWO 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: 114,871 shares; 2024Q4: 88,406 shares; 2025Q1: 74,328 shares; 2025Q2: 72,421 shares; 2025Q3: 69,078 shares; 2025Q4: 48,362 shares 48,362 $2.18M 0.07% -20,716 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 7,501 shares; 2025Q3: 15,053 shares; 2025Q4: 23,695 shares 23,695 $2.17M 0.07% +8,642 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,581 shares; 2025Q4: 12,113 shares 12,113 $2.17M 0.07% +6,532 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,952 shares; 2025Q3: 24,621 shares; 2025Q4: 47,359 shares 47,359 $2.17M 0.07% +22,738 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,318 shares; 2025Q3: 21,354 shares; 2025Q4: 30,270 shares 30,270 $2.16M 0.07% +8,916 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,216 shares; 2025Q4: 22,586 shares 22,586 $2.15M 0.06% +16,370 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: not reported; 2024Q4: not reported; 2025Q1: 6,708 shares; 2025Q2: 22,774 shares; 2025Q3: 22,177 shares; 2025Q4: 21,656 shares 21,656 $2.15M 0.06% -521 Timeline EZA 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: 27,800 shares; 2025Q3: 28,060 shares; 2025Q4: 31,141 shares 31,141 $2.14M 0.06% +3,081 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY 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: 19,929 shares; 2025Q3: 20,407 shares; 2025Q4: 29,300 shares 29,300 $2.14M 0.06% +8,893 Timeline IOO 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: 229,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,825 shares 16,825 $2.13M 0.06% new Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 20,460 shares; 2025Q3: 34,751 shares; 2025Q4: 56,737 shares 56,737 $2.13M 0.06% +21,986 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: 22,476 shares; 2024Q4: 22,476 shares; 2025Q1: 23,804 shares; 2025Q2: 22,726 shares; 2025Q3: 23,554 shares; 2025Q4: 22,787 shares 22,787 $2.12M 0.06% -767 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,822 shares; 2025Q3: 15,617 shares; 2025Q4: 22,296 shares 22,296 $2.09M 0.06% +6,679 Timeline TIPZ 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: 77,739 shares; 2025Q4: 39,668 shares 39,668 $2.08M 0.06% -38,071 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS 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: 26,364 shares; 2025Q3: 41,768 shares; 2025Q4: 59,048 shares 59,048 $2.06M 0.06% +17,280 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,379 shares; 2025Q3: 27,757 shares; 2025Q4: 38,009 shares 38,009 $2.06M 0.06% +10,252 Timeline DAVE DAVE INC More: the full row for DAVE 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: 9,280 shares 9,280 $2.05M 0.06% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,311 shares 17,311 $2.02M 0.06% new Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY 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: 39,784 shares; 2025Q3: 63,073 shares; 2025Q4: 90,174 shares 90,174 $2.02M 0.06% +27,101 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 4,150 shares; 2025Q4: 5,941 shares 5,941 $2.02M 0.06% +1,791 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: not reported; 2025Q2: 13,148 shares; 2025Q3: 22,402 shares; 2025Q4: 31,296 shares 31,296 $2.01M 0.06% +8,894 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: 9,309 shares; 2024Q4: 9,422 shares; 2025Q1: 9,928 shares; 2025Q2: 10,367 shares; 2025Q3: 10,523 shares; 2025Q4: 10,172 shares 10,172 $1.98M 0.06% -351 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: 35,309 shares; 2024Q4: 113,042 shares; 2025Q1: 166,862 shares; 2025Q2: 84,381 shares; 2025Q3: 80,356 shares; 2025Q4: 75,520 shares 75,520 $1.98M 0.06% -4,836 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,908 shares; 2025Q3: 18,881 shares; 2025Q4: 27,300 shares 27,300 $1.97M 0.06% +8,419 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: 9,681 shares; 2024Q4: 9,636 shares; 2025Q1: 9,380 shares; 2025Q2: 9,296 shares; 2025Q3: 9,317 shares; 2025Q4: 8,959 shares 8,959 $1.97M 0.06% -358 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: 68,240 shares; 2024Q4: 67,084 shares; 2025Q1: 44,041 shares; 2025Q2: 17,337 shares; 2025Q3: 16,366 shares; 2025Q4: 13,723 shares 13,723 $1.97M 0.06% -2,643 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,646 shares; 2025Q3: 11,562 shares; 2025Q4: 16,508 shares 16,508 $1.96M 0.06% +4,946 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,060 shares 54,060 $1.95M 0.06% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 7,211 shares; 2025Q3: 11,044 shares; 2025Q4: 15,466 shares 15,466 $1.94M 0.06% +4,422 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $1.93M 0.06% new Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,535 shares; 2025Q3: 13,215 shares; 2025Q4: 18,909 shares 18,909 $1.92M 0.06% +5,694 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,575 shares; 2025Q4: 37,204 shares 37,204 $1.9M 0.06% +629 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,479 shares; 2025Q4: 108,269 shares 108,269 $1.9M 0.06% -1,210 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY 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: 16,644 shares; 2025Q3: 26,055 shares; 2025Q4: 37,435 shares 37,435 $1.89M 0.06% +11,380 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,776 shares; 2024Q4: 200,285 shares; 2025Q1: 201,752 shares; 2025Q2: 196,169 shares; 2025Q3: 202,301 shares; 2025Q4: 28,882 shares 28,882 $1.87M 0.06% -173,419 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: 6,080 shares; 2024Q4: 6,297 shares; 2025Q1: 7,269 shares; 2025Q2: 6,163 shares; 2025Q3: 10,048 shares; 2025Q4: 42,353 shares 42,353 $1.87M 0.06% +32,305 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: 9,806 shares; 2024Q4: 8,958 shares; 2025Q1: 8,831 shares; 2025Q2: 8,338 shares; 2025Q3: 8,180 shares; 2025Q4: 7,746 shares 7,746 $1.87M 0.06% -434 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,067 shares 41,067 $1.87M 0.06% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest 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: 4,066 shares 4,066 $1.85M 0.06% new 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: 97,149 shares; 2024Q4: 99,769 shares; 2025Q1: 108,028 shares; 2025Q2: 31,109 shares; 2025Q3: 22,260 shares; 2025Q4: 22,852 shares 22,852 $1.83M 0.06% +592 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 18,671 shares; 2025Q3: 29,475 shares; 2025Q4: 41,873 shares 41,873 $1.81M 0.05% +12,398 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,589 shares; 2025Q3: 27,178 shares; 2025Q4: 38,645 shares 38,645 $1.8M 0.05% +11,467 Timeline SGHC SUPER GROUP SGHC LIMITED More: the full row for SUPER GROUP SGHC LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,542 shares; 2025Q4: 149,469 shares 149,469 $1.79M 0.05% +44,927 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,053 shares; 2025Q3: 32,049 shares; 2025Q4: 45,151 shares 45,151 $1.77M 0.05% +13,102 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,625 shares; 2025Q3: 10,526 shares; 2025Q4: 27,050 shares 27,050 $1.76M 0.05% +16,524 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS 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: 9,287 shares 9,287 $1.76M 0.05% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS 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: 26,789 shares; 2025Q3: 46,540 shares; 2025Q4: 74,973 shares 74,973 $1.75M 0.05% +28,433 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 3,728 shares; 2025Q3: 5,791 shares; 2025Q4: 5,519 shares 5,519 $1.74M 0.05% -272 Timeline EWW 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: 26,892 shares; 2025Q3: 24,613 shares; 2025Q4: 24,612 shares 24,612 $1.71M 0.05% -1 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,065 shares; 2025Q3: 12,575 shares; 2025Q4: 17,885 shares 17,885 $1.7M 0.05% +5,310 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: 25,436 shares; 2024Q4: 1,961 shares; 2025Q1: 1,961 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,491 shares 8,491 $1.69M 0.05% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,973 shares; 2025Q3: 5,042 shares; 2025Q4: 5,481 shares 5,481 $1.68M 0.05% +439 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER 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: 10,177 shares; 2025Q3: 16,155 shares; 2025Q4: 23,369 shares 23,369 $1.64M 0.05% +7,214 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,822 shares; 2025Q3: 16,494 shares; 2025Q4: 16,494 shares 16,494 $1.64M 0.05% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,769 shares; 2025Q3: 10,463 shares; 2025Q4: 14,884 shares 14,884 $1.63M 0.05% +4,421 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,343 shares; 2025Q3: 8,526 shares; 2025Q4: 12,033 shares 12,033 $1.62M 0.05% +3,507 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 2,411 shares; 2025Q2: 3,777 shares; 2025Q3: 12,461 shares; 2025Q4: 10,838 shares 10,838 $1.6M 0.05% -1,623 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: 56,610 shares; 2024Q4: 32,076 shares; 2025Q1: 36,768 shares; 2025Q2: 34,439 shares; 2025Q3: 31,703 shares; 2025Q4: 28,954 shares 28,954 $1.59M 0.05% -2,749 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,053 shares 12,053 $1.57M 0.05% new Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES 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: 5,266 shares; 2025Q3: 8,298 shares; 2025Q4: 11,878 shares 11,878 $1.55M 0.05% +3,580 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,296 shares; 2025Q3: 33,406 shares; 2025Q4: 59,603 shares 59,603 $1.54M 0.05% +26,197 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE 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: 6,657 shares; 2025Q3: 10,528 shares; 2025Q4: 15,333 shares 15,333 $1.5M 0.05% +4,805 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: 110,870 shares; 2024Q4: 111,416 shares; 2025Q1: 101,237 shares; 2025Q2: 52,404 shares; 2025Q3: 28,220 shares; 2025Q4: 24,034 shares 24,034 $1.5M 0.05% -4,186 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS 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: 8,796 shares; 2025Q3: 14,184 shares; 2025Q4: 19,986 shares 19,986 $1.47M 0.04% +5,802 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: not reported; 2025Q2: 4,017 shares; 2025Q3: 5,296 shares; 2025Q4: 7,456 shares 7,456 $1.46M 0.04% +2,160 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: 4,697 shares; 2024Q4: 3,401 shares; 2025Q1: 3,575 shares; 2025Q2: 3,620 shares; 2025Q3: 4,268 shares; 2025Q4: 4,410 shares 4,410 $1.46M 0.04% +142 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY 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: 17,327 shares; 2025Q3: 26,813 shares; 2025Q4: 37,931 shares 37,931 $1.45M 0.04% +11,118 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: 42,664 shares; 2024Q4: 80,871 shares; 2025Q1: 76,498 shares; 2025Q2: 75,924 shares; 2025Q3: 68,042 shares; 2025Q4: 59,867 shares 59,867 $1.44M 0.04% -8,175 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,384 shares; 2025Q4: 8,329 shares 8,329 $1.43M 0.04% -55 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,588 shares; 2025Q1: 2,013 shares; 2025Q2: 2,246 shares; 2025Q3: 2,321 shares; 2025Q4: 2,459 shares 2,459 $1.41M 0.04% +138 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: 6,989 shares; 2024Q4: 7,018 shares; 2025Q1: 7,502 shares; 2025Q2: 7,355 shares; 2025Q3: 7,570 shares; 2025Q4: 7,633 shares 7,633 $1.4M 0.04% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,624 shares; 2025Q4: 6,624 shares 6,624 $1.4M 0.04% 0 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: 493,193 shares; 2024Q4: 470,477 shares; 2025Q1: 298,509 shares; 2025Q2: 114,870 shares; 2025Q3: 88,373 shares; 2025Q4: 56,286 shares 56,286 $1.4M 0.04% -32,087 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: 18,613 shares; 2024Q4: 19,118 shares; 2025Q1: 18,972 shares; 2025Q2: 15,096 shares; 2025Q3: 14,069 shares; 2025Q4: 30,311 shares 30,311 $1.39M 0.04% +16,242 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 14,609 shares; 2025Q3: 14,750 shares; 2025Q4: 20,755 shares 20,755 $1.39M 0.04% +6,005 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,740 shares; 2024Q4: 17,615 shares; 2025Q1: 18,543 shares; 2025Q2: 633 shares; 2025Q3: 3,116 shares; 2025Q4: 3,085 shares 3,085 $1.37M 0.04% -31 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,935 shares; 2025Q2: 20,480 shares; 2025Q3: 26,715 shares; 2025Q4: 28,320 shares 28,320 $1.36M 0.04% +1,605 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: 4,959 shares; 2024Q4: 4,690 shares; 2025Q1: 278,249 shares; 2025Q2: 164,386 shares; 2025Q3: 11,351 shares; 2025Q4: 19,094 shares 19,094 $1.36M 0.04% +7,743 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,884 shares; 2025Q3: 10,688 shares; 2025Q4: 15,075 shares 15,075 $1.36M 0.04% +4,387 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,097 shares; 2025Q4: 2,968 shares 2,968 $1.32M 0.04% +871 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: 8,503 shares; 2024Q4: 8,265 shares; 2025Q1: 8,350 shares; 2025Q2: 8,665 shares; 2025Q3: 9,675 shares; 2025Q4: 9,180 shares 9,180 $1.32M 0.04% -495 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 17,214 shares; 2025Q3: 27,396 shares; 2025Q4: 39,187 shares 39,187 $1.3M 0.04% +11,791 Timeline IHE 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: 25,749 shares; 2024Q4: 29,526 shares; 2025Q1: 22,943 shares; 2025Q2: 19,866 shares; 2025Q3: 16,994 shares; 2025Q4: 15,252 shares 15,252 $1.29M 0.04% -1,742 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,859 shares; 2024Q4: 39,665 shares; 2025Q1: 64,157 shares; 2025Q2: 33,141 shares; 2025Q3: 24,217 shares; 2025Q4: 26,986 shares 26,986 $1.29M 0.04% +2,769 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: 22,240 shares; 2024Q4: 22,240 shares; 2025Q1: 22,240 shares; 2025Q2: 22,240 shares; 2025Q3: 22,490 shares; 2025Q4: 22,240 shares 22,240 $1.28M 0.04% -250 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 14,329 shares; 2025Q1: 16,533 shares; 2025Q2: 17,189 shares; 2025Q3: 16,824 shares; 2025Q4: 17,814 shares 17,814 $1.27M 0.04% +990 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,213 shares 36,213 $1.27M 0.04% new 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: 5,596 shares; 2024Q4: 5,487 shares; 2025Q1: 6,441 shares; 2025Q2: 6,679 shares; 2025Q3: 6,569 shares; 2025Q4: 6,459 shares 6,459 $1.26M 0.04% -110 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,290 shares; 2025Q3: 9,707 shares; 2025Q4: 54,706 shares 54,706 $1.26M 0.04% +44,999 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,608 shares; 2025Q3: 10,383 shares; 2025Q4: 15,221 shares 15,221 $1.24M 0.04% +4,838 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: 9,704 shares; 2024Q4: 7,358 shares; 2025Q1: 7,463 shares; 2025Q2: 7,328 shares; 2025Q3: 11,203 shares; 2025Q4: 11,073 shares 11,073 $1.22M 0.04% -130 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 1,527 shares; 2025Q1: 1,453 shares; 2025Q2: 1,495 shares; 2025Q3: 1,440 shares; 2025Q4: 1,385 shares 1,385 $1.22M 0.04% -55 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: 3,649 shares; 2024Q4: 3,649 shares; 2025Q1: 3,944 shares; 2025Q2: 5,371 shares; 2025Q3: 5,371 shares; 2025Q4: 6,852 shares 6,852 $1.22M 0.04% +1,481 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,598 shares; 2024Q4: 87,598 shares; 2025Q1: 87,598 shares; 2025Q2: 87,598 shares; 2025Q3: 102,950 shares; 2025Q4: 102,950 shares 102,950 $1.2M 0.04% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,932 shares; 2025Q3: 3,428 shares; 2025Q4: 4,915 shares 4,915 $1.17M 0.04% +1,487 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: 40,286 shares; 2024Q4: 39,980 shares; 2025Q1: 36,325 shares; 2025Q2: 13,051 shares; 2025Q3: 10,532 shares; 2025Q4: 9,037 shares 9,037 $1.16M 0.04% -1,495 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: 7,833 shares; 2024Q4: 6,105 shares; 2025Q1: 6,313 shares; 2025Q2: 6,235 shares; 2025Q3: 6,107 shares; 2025Q4: 6,160 shares 6,160 $1.16M 0.03% +53 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL 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: 33,312 shares; 2025Q3: 53,276 shares; 2025Q4: 83,702 shares 83,702 $1.16M 0.03% +30,426 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: 6,947 shares; 2024Q4: 11,973 shares; 2025Q1: 11,988 shares; 2025Q2: 11,464 shares; 2025Q3: 13,469 shares; 2025Q4: 13,785 shares 13,785 $1.15M 0.03% +316 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,680 shares; 2025Q3: 10,286 shares; 2025Q4: 15,038 shares 15,038 $1.14M 0.03% +4,752 Timeline AOR 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: 160,514 shares; 2024Q4: 157,940 shares; 2025Q1: 174,297 shares; 2025Q2: 21,150 shares; 2025Q3: 16,658 shares; 2025Q4: 17,434 shares 17,434 $1.13M 0.03% +776 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,635 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,626 shares 6,626 $1.13M 0.03% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,649 shares; 2024Q4: 25,544 shares; 2025Q1: 35,891 shares; 2025Q2: 35,810 shares; 2025Q3: 35,859 shares; 2025Q4: 40,065 shares 40,065 $1.13M 0.03% +4,206 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,253 shares; 2024Q4: 17,247 shares; 2025Q1: 22,597 shares; 2025Q2: 20,914 shares; 2025Q3: 19,995 shares; 2025Q4: 25,187 shares 25,187 $1.12M 0.03% +5,192 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: 13,751 shares; 2024Q4: 11,956 shares; 2025Q1: 13,858 shares; 2025Q2: 13,740 shares; 2025Q3: 13,793 shares; 2025Q4: 13,973 shares 13,973 $1.12M 0.03% +180 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 10,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,333 shares; 2025Q4: 21,965 shares 21,965 $1.11M 0.03% +632 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,946 shares; 2025Q4: 47,211 shares 47,211 $1.1M 0.03% -2,735 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY 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: 13,267 shares; 2025Q3: 21,392 shares; 2025Q4: 30,369 shares 30,369 $1.1M 0.03% +8,977 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,814 shares; 2024Q4: 7,821 shares; 2025Q1: 7,704 shares; 2025Q2: 7,709 shares; 2025Q3: 7,719 shares; 2025Q4: 7,805 shares 7,805 $1.1M 0.03% +86 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: 2,220 shares; 2024Q4: 1,928 shares; 2025Q1: 2,115 shares; 2025Q2: 2,082 shares; 2025Q3: 1,883 shares; 2025Q4: 1,897 shares 1,897 $1.1M 0.03% +14 Timeline JPRE 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: not reported; 2025Q3: not reported; 2025Q4: 23,395 shares 23,395 $1.09M 0.03% new Timeline WEEK ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 9,472 shares; 2025Q4: 10,793 shares 10,793 $1.08M 0.03% +1,321 Timeline LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,092 shares; 2024Q4: 25,092 shares; 2025Q1: 22,892 shares; 2025Q2: 22,892 shares; 2025Q3: 22,892 shares; 2025Q4: 22,892 shares 22,892 $1.08M 0.03% 0 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: 975 shares; 2024Q4: 713 shares; 2025Q1: 741 shares; 2025Q2: 628 shares; 2025Q3: 573 shares; 2025Q4: 2,820 shares 2,820 $1.05M 0.03% +2,247 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,291 shares 44,291 $1.05M 0.03% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,969 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,956 shares 30,956 $1.05M 0.03% new 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: 6,489 shares; 2024Q4: 6,508 shares; 2025Q1: 6,501 shares; 2025Q2: 6,917 shares; 2025Q3: 6,965 shares; 2025Q4: 7,039 shares 7,039 $1.05M 0.03% +74 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,166 shares; 2025Q2: 2,226 shares; 2025Q3: 2,250 shares; 2025Q4: 2,222 shares 2,222 $1.04M 0.03% -28 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 53,943 shares; 2025Q2: 54,183 shares; 2025Q3: 54,658 shares; 2025Q4: 53,686 shares 53,686 $1.02M 0.03% -972 EFIV 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: 54,741 shares; 2024Q4: 49,190 shares; 2025Q1: 47,914 shares; 2025Q2: 33,289 shares; 2025Q3: 19,630 shares; 2025Q4: 15,387 shares 15,387 $1.02M 0.03% -4,243 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: 1,797 shares; 2024Q4: 1,797 shares; 2025Q1: 1,653 shares; 2025Q2: 1,182 shares; 2025Q3: 1,183 shares; 2025Q4: 1,226 shares 1,226 $1.01M 0.03% +43 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: 4,388 shares; 2024Q4: 4,347 shares; 2025Q1: 4,506 shares; 2025Q2: 4,642 shares; 2025Q3: 4,455 shares; 2025Q4: 4,321 shares 4,321 $989K 0.03% -134 Timeline MUNI 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: 13,991 shares; 2025Q3: 18,347 shares; 2025Q4: 18,652 shares 18,652 $978K 0.03% +305 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: 6,129 shares; 2024Q4: 5,124 shares; 2025Q1: 4,874 shares; 2025Q2: 4,717 shares; 2025Q3: 4,238 shares; 2025Q4: 3,614 shares 3,614 $970K 0.03% -624 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: 4,023 shares; 2024Q4: 3,200 shares; 2025Q1: 3,504 shares; 2025Q2: 3,362 shares; 2025Q3: 3,086 shares; 2025Q4: 3,072 shares 3,072 $959K 0.03% -14 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 5,983 shares; 2025Q1: 5,793 shares; 2025Q2: 5,793 shares; 2025Q3: 5,818 shares; 2025Q4: 12,959 shares 12,959 $952K 0.03% +7,141 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: 3,489 shares; 2024Q4: 6,903 shares; 2025Q1: 10,175 shares; 2025Q2: 10,573 shares; 2025Q3: 11,223 shares; 2025Q4: 11,624 shares 11,624 $950K 0.03% +401 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,849 shares 9,849 $948K 0.03% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,346 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,144 shares 21,144 $940K 0.03% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 2,796 shares; 2025Q1: 3,083 shares; 2025Q2: 3,040 shares; 2025Q3: 3,069 shares; 2025Q4: 3,149 shares 3,149 $933K 0.03% +80 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 5,827 shares; 2025Q1: 6,343 shares; 2025Q2: 6,342 shares; 2025Q3: 6,324 shares; 2025Q4: 7,266 shares 7,266 $926K 0.03% +942 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: 18,905 shares; 2024Q4: 55,518 shares; 2025Q1: 48,450 shares; 2025Q2: 44,997 shares; 2025Q3: 42,633 shares; 2025Q4: 30,444 shares 30,444 $915K 0.03% -12,189 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: 9,248 shares; 2024Q4: 9,248 shares; 2025Q1: 9,156 shares; 2025Q2: 9,158 shares; 2025Q3: 9,025 shares; 2025Q4: 9,115 shares 9,115 $911K 0.03% +90 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: 308,190 shares; 2024Q4: 301,521 shares; 2025Q1: 325,386 shares; 2025Q2: 360,905 shares; 2025Q3: 390,837 shares; 2025Q4: 35,812 shares 35,812 $892K 0.03% -355,025 Timeline HYXF 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: 6,537 shares; 2024Q4: 6,537 shares; 2025Q1: 18,270 shares; 2025Q2: 17,585 shares; 2025Q3: 17,766 shares; 2025Q4: 18,753 shares 18,753 $886K 0.03% +987 Timeline ULTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,734 shares 23,734 $886K 0.03% new Timeline AOA 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: 17,283 shares; 2024Q4: 17,229 shares; 2025Q1: 22,455 shares; 2025Q2: 11,116 shares; 2025Q3: 7,081 shares; 2025Q4: 9,863 shares 9,863 $883K 0.03% +2,782 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: 7,742 shares; 2024Q4: 7,756 shares; 2025Q1: 8,171 shares; 2025Q2: 8,547 shares; 2025Q3: 12,149 shares; 2025Q4: 12,305 shares 12,305 $860K 0.03% +156 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: 3,200 shares; 2024Q4: 3,011 shares; 2025Q1: 3,158 shares; 2025Q2: 3,084 shares; 2025Q3: 2,840 shares; 2025Q4: 2,629 shares 2,629 $852K 0.03% -211 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: 12,791 shares; 2024Q4: 12,772 shares; 2025Q1: 12,696 shares; 2025Q2: 12,547 shares; 2025Q3: 12,337 shares; 2025Q4: 8,769 shares 8,769 $826K 0.02% -3,568 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 3,850 shares 3,850 $815K 0.02% +2,016 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,047 shares; 2024Q4: 14,047 shares; 2025Q1: 12,917 shares; 2025Q2: 13,260 shares; 2025Q3: 13,260 shares; 2025Q4: 13,466 shares 13,466 $809K 0.02% +206 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: 19,150 shares; 2024Q4: 15,783 shares; 2025Q1: 14,619 shares; 2025Q2: 13,911 shares; 2025Q3: 13,655 shares; 2025Q4: 17,262 shares 17,262 $808K 0.02% +3,607 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: not reported; 2025Q4: 12,950 shares 12,950 $799K 0.02% new 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: 10,442 shares; 2024Q4: 10,428 shares; 2025Q1: 10,410 shares; 2025Q2: 10,260 shares; 2025Q3: 10,057 shares; 2025Q4: 8,775 shares 8,775 $798K 0.02% -1,282 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: not reported; 2024Q4: 5,845 shares; 2025Q1: 6,900 shares; 2025Q2: 7,135 shares; 2025Q3: 7,260 shares; 2025Q4: 7,534 shares 7,534 $796K 0.02% +274 Timeline PBE 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: 24,353 shares; 2024Q4: 24,139 shares; 2025Q1: 23,863 shares; 2025Q2: 12,830 shares; 2025Q3: 10,200 shares; 2025Q4: 9,687 shares 9,687 $796K 0.02% -513 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: 1,351 shares; 2024Q4: not reported; 2025Q1: 1,702 shares; 2025Q2: 1,609 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares 4,782 $778K 0.02% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,805 shares 8,805 $767K 0.02% new 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: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 1,801 shares; 2025Q2: 1,919 shares; 2025Q3: 1,991 shares; 2025Q4: 4,319 shares 4,319 $766K 0.02% +2,328 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 2,976 shares; 2025Q1: 3,409 shares; 2025Q2: 3,559 shares; 2025Q3: 3,548 shares; 2025Q4: 3,562 shares 3,562 $743K 0.02% +14 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,633 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,948 shares 15,948 $732K 0.02% new Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 38,626 shares; 2025Q2: 38,491 shares; 2025Q3: 38,491 shares; 2025Q4: 37,841 shares 37,841 $721K 0.02% -650 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: 17,389 shares; 2024Q4: 16,967 shares; 2025Q1: 15,658 shares; 2025Q2: 18,153 shares; 2025Q3: 17,400 shares; 2025Q4: 10,893 shares 10,893 $719K 0.02% -6,507 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,781 shares; 2025Q2: 21,920 shares; 2025Q3: 17,986 shares; 2025Q4: 17,882 shares 17,882 $718K 0.02% -104 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: 10,604 shares; 2024Q4: 8,648 shares; 2025Q1: 8,371 shares; 2025Q2: 8,466 shares; 2025Q3: 6,665 shares; 2025Q4: 5,130 shares 5,130 $714K 0.02% -1,535 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,500 shares 21,500 $710K 0.02% new 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: 1,170 shares; 2024Q4: 1,102 shares; 2025Q1: 1,239 shares; 2025Q2: 1,260 shares; 2025Q3: 1,254 shares; 2025Q4: 1,243 shares 1,243 $709K 0.02% -11 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,051 shares; 2024Q4: 19,051 shares; 2025Q1: 19,533 shares; 2025Q2: 19,768 shares; 2025Q3: 19,705 shares; 2025Q4: 19,542 shares 19,542 $708K 0.02% -163 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 49,825 shares; 2025Q1: 53,425 shares; 2025Q2: 52,325 shares; 2025Q3: 52,325 shares; 2025Q4: 49,325 shares 49,325 $707K 0.02% -3,000 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,611 shares; 2025Q2: 6,798 shares; 2025Q3: 6,154 shares; 2025Q4: 6,150 shares 6,150 $705K 0.02% -4 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 5,488 shares; 2025Q1: 5,488 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares; 2025Q4: 5,688 shares 5,688 $705K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,947 shares; 2025Q1: 2,683 shares; 2025Q2: 3,549 shares; 2025Q3: 3,717 shares; 2025Q4: 3,927 shares 3,927 $698K 0.02% +210 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 10,579 shares; 2025Q1: 11,973 shares; 2025Q2: 9,170 shares; 2025Q3: 8,416 shares; 2025Q4: 16,278 shares 16,278 $695K 0.02% +7,862 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 752 shares; 2025Q2: 879 shares; 2025Q3: 867 shares; 2025Q4: 788 shares 788 $693K 0.02% -79 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,453 shares; 2025Q4: 2,400 shares 2,400 $691K 0.02% -53 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: 11,401 shares; 2024Q4: 10,646 shares; 2025Q1: 12,075 shares; 2025Q2: 11,462 shares; 2025Q3: 11,301 shares; 2025Q4: 10,765 shares 10,765 $686K 0.02% -536 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,893 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares 7,269 $686K 0.02% new 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: 67,037 shares; 2024Q4: 63,810 shares; 2025Q1: 42,296 shares; 2025Q2: 14,307 shares; 2025Q3: 11,813 shares; 2025Q4: 8,087 shares 8,087 $681K 0.02% -3,726 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,120 shares; 2025Q2: 2,872 shares; 2025Q3: 2,913 shares; 2025Q4: 2,794 shares 2,794 $677K 0.02% -119 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: not reported; 2024Q4: not reported; 2025Q1: 2,315 shares; 2025Q2: 1,953 shares; 2025Q3: 1,740 shares; 2025Q4: 1,720 shares 1,720 $669K 0.02% -20 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,086 shares; 2025Q4: 6,844 shares 6,844 $665K 0.02% +758 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: not reported; 2024Q4: not reported; 2025Q1: 3,847 shares; 2025Q2: 3,939 shares; 2025Q3: 3,925 shares; 2025Q4: 3,878 shares 3,878 $663K 0.02% -47 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: not reported; 2025Q4: 13,713 shares 13,713 $663K 0.02% new Timeline DFAE 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: 133,529 shares; 2024Q4: 134,592 shares; 2025Q1: 23,420 shares; 2025Q2: 20,816 shares; 2025Q3: 20,609 shares; 2025Q4: 20,147 shares 20,147 $656K 0.02% -462 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,580 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,022 shares 18,022 $655K 0.02% new Timeline PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,608 shares; 2025Q1: 4,993 shares; 2025Q2: 4,949 shares; 2025Q3: 4,949 shares; 2025Q4: 4,949 shares 4,949 $652K 0.02% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $650K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,144 shares; 2025Q1: 3,927 shares; 2025Q2: 3,730 shares; 2025Q3: 3,677 shares; 2025Q4: 3,695 shares 3,695 $641K 0.02% +18 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 12,044 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,167 shares 10,167 $635K 0.02% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,322 shares; 2025Q1: 2,132 shares; 2025Q2: 2,354 shares; 2025Q3: 2,727 shares; 2025Q4: 2,270 shares 2,270 $634K 0.02% -457 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: 2,634 shares; 2024Q4: 3,128 shares; 2025Q1: 3,336 shares; 2025Q2: 3,637 shares; 2025Q3: 3,558 shares; 2025Q4: 3,360 shares 3,360 $619K 0.02% -198 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: 3,337 shares; 2024Q4: 3,309 shares; 2025Q1: 3,710 shares; 2025Q2: 3,909 shares; 2025Q3: 3,885 shares; 2025Q4: 4,017 shares 4,017 $617K 0.02% +132 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: 5,800 shares; 2024Q4: 5,806 shares; 2025Q1: 4,980 shares; 2025Q2: 5,078 shares; 2025Q3: 5,090 shares; 2025Q4: 5,017 shares 5,017 $616K 0.02% -73 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,692 shares; 2024Q4: 11,432 shares; 2025Q1: 10,679 shares; 2025Q2: 10,224 shares; 2025Q3: 10,258 shares; 2025Q4: 10,149 shares 10,149 $606K 0.02% -109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 543 shares; 2025Q3: 1,804 shares; 2025Q4: 1,717 shares 1,717 $604K 0.02% -87 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: 8,743 shares; 2024Q4: 8,250 shares; 2025Q1: 8,050 shares; 2025Q2: 7,145 shares; 2025Q3: 7,115 shares; 2025Q4: 7,115 shares 7,115 $589K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 4,277 shares; 2025Q1: 5,228 shares; 2025Q2: 5,326 shares; 2025Q3: 4,811 shares; 2025Q4: 3,741 shares 3,741 $580K 0.02% -1,070 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: 2,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares 2,099 $578K 0.02% 0 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: 2,905 shares; 2024Q4: 2,690 shares; 2025Q1: 2,630 shares; 2025Q2: 2,415 shares; 2025Q3: 2,434 shares; 2025Q4: 2,197 shares 2,197 $570K 0.02% -237 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,769 shares; 2025Q4: 5,903 shares 5,903 $568K 0.02% +3,134 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: 3,275 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 4,990 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares 4,595 $566K 0.02% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,590 shares; 2024Q4: 32,148 shares; 2025Q1: 12,631 shares; 2025Q2: 12,605 shares; 2025Q3: 11,768 shares; 2025Q4: 11,726 shares 11,726 $563K 0.02% -42 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: 34,549 shares; 2024Q4: 4,516 shares; 2025Q1: 4,516 shares; 2025Q2: 1,824 shares; 2025Q3: 2,801 shares; 2025Q4: 2,801 shares 2,801 $559K 0.02% 0 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: 8,984 shares; 2025Q1: 9,123 shares; 2025Q2: 9,986 shares; 2025Q3: 9,952 shares; 2025Q4: 11,137 shares 11,137 $553K 0.02% +1,185 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: not reported; 2024Q4: not reported; 2025Q1: 3,995 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,415 shares 3,415 $550K 0.02% new 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: 11,277 shares; 2024Q4: 11,277 shares; 2025Q1: 10,300 shares; 2025Q2: 10,227 shares; 2025Q3: 10,314 shares; 2025Q4: 9,443 shares 9,443 $541K 0.02% -871 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares 1,378 $533K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,419 shares; 2025Q3: 1,484 shares; 2025Q4: 3,440 shares 3,440 $530K 0.02% +1,956 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,917 shares; 2024Q4: 14,300 shares; 2025Q1: 20,908 shares; 2025Q2: 11,282 shares; 2025Q3: 7,732 shares; 2025Q4: 7,732 shares 7,732 $529K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,185 shares; 2024Q4: 23,185 shares; 2025Q1: 20,025 shares; 2025Q2: 20,025 shares; 2025Q3: 20,025 shares; 2025Q4: 19,157 shares 19,157 $527K 0.02% -868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,542 shares; 2025Q4: 1,551 shares 1,551 $524K 0.02% +9 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: 2,068 shares; 2024Q4: 2,038 shares; 2025Q1: 2,026 shares; 2025Q2: 1,911 shares; 2025Q3: 1,869 shares; 2025Q4: 1,682 shares 1,682 $522K 0.02% -187 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: 3,707 shares; 2024Q4: 3,633 shares; 2025Q1: 3,575 shares; 2025Q2: 16,675 shares; 2025Q3: 9,413 shares; 2025Q4: 5,122 shares 5,122 $514K 0.02% -4,291 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: 19,982 shares; 2024Q4: 18,031 shares; 2025Q1: 18,203 shares; 2025Q2: 18,174 shares; 2025Q3: 17,403 shares; 2025Q4: 15,595 shares 15,595 $511K 0.02% -1,808 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: 4,402 shares; 2024Q4: 4,402 shares; 2025Q1: 8,799 shares; 2025Q2: 9,021 shares; 2025Q3: 8,612 shares; 2025Q4: 9,563 shares 9,563 $510K 0.02% +951 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 659 shares; 2025Q2: 635 shares; 2025Q3: 614 shares; 2025Q4: 614 shares 614 $497K 0.02% 0 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: 2,660 shares; 2024Q4: 2,647 shares; 2025Q1: 2,342 shares; 2025Q2: 2,549 shares; 2025Q3: 2,433 shares; 2025Q4: 2,167 shares 2,167 $493K 0.01% -266 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: 4,006 shares; 2024Q4: 4,010 shares; 2025Q1: 4,004 shares; 2025Q2: 4,011 shares; 2025Q3: 4,011 shares; 2025Q4: 4,161 shares 4,161 $488K 0.01% +150 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $484K 0.01% 0 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: 5,468 shares; 2024Q4: 5,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,775 shares 8,775 $480K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,821 shares 4,821 $477K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,287 shares; 2024Q4: 15,313 shares; 2025Q1: 15,301 shares; 2025Q2: 15,588 shares; 2025Q3: 15,585 shares; 2025Q4: 15,253 shares 15,253 $472K 0.01% -332 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 15,575 shares; 2025Q3: 15,575 shares; 2025Q4: 9,950 shares 9,950 $456K 0.01% -5,625 Timeline NUDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,574 shares 12,574 $455K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,062 shares; 2025Q1: 1,200 shares; 2025Q2: 1,109 shares; 2025Q3: 878 shares; 2025Q4: 802 shares 802 $454K 0.01% -76 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: 2,824 shares; 2024Q4: 2,854 shares; 2025Q1: 3,960 shares; 2025Q2: 4,763 shares; 2025Q3: 4,699 shares; 2025Q4: 4,695 shares 4,695 $451K 0.01% -4 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,382 shares; 2025Q4: 1,573 shares 1,573 $449K 0.01% +191 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,043 shares; 2025Q1: 1,530 shares; 2025Q2: 1,610 shares; 2025Q3: 1,529 shares; 2025Q4: 1,408 shares 1,408 $448K 0.01% -121 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: 46,236 shares; 2024Q4: 133,649 shares; 2025Q1: 132,345 shares; 2025Q2: 24,187 shares; 2025Q3: 33,694 shares; 2025Q4: 16,654 shares 16,654 $448K 0.01% -17,040 Timeline QDF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,539 shares 5,539 $448K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,011 shares; 2025Q4: 7,959 shares 7,959 $447K 0.01% +948 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,260 shares; 2025Q1: 4,185 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 3,898 shares 3,898 $441K 0.01% -252 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: 2,147 shares; 2024Q4: not reported; 2025Q1: 7,445 shares; 2025Q2: 7,373 shares; 2025Q3: 7,168 shares; 2025Q4: 8,634 shares 8,634 $439K 0.01% +1,466 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,958 shares; 2024Q4: 780,407 shares; 2025Q1: 44,370 shares; 2025Q2: 40,461 shares; 2025Q3: 40,000 shares; 2025Q4: 39,044 shares 39,044 $439K 0.01% -956 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 663 shares; 2025Q3: 681 shares; 2025Q4: 660 shares 660 $437K 0.01% -21 Timeline SCHC 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: 205,838 shares; 2024Q4: 182,006 shares; 2025Q1: 96,249 shares; 2025Q2: 47,445 shares; 2025Q3: 38,475 shares; 2025Q4: 9,479 shares 9,479 $432K 0.01% -28,996 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: 890 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares 890 $428K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,363 shares; 2025Q4: 5,363 shares 5,363 $418K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 6,413 shares; 2025Q1: 8,393 shares; 2025Q2: 8,740 shares; 2025Q3: 7,377 shares; 2025Q4: 6,546 shares 6,546 $417K 0.01% -831 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE 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: 10,968 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,915 shares 10,915 $415K 0.01% new 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: 11,100 shares; 2024Q4: 22,200 shares; 2025Q1: 22,200 shares; 2025Q2: 22,200 shares; 2025Q3: 18,240 shares; 2025Q4: 17,740 shares 17,740 $415K 0.01% -500 Timeline KOMP 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: 5,773 shares; 2025Q4: 6,933 shares 6,933 $414K 0.01% +1,160 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: 330,107 shares; 2024Q4: 318,819 shares; 2025Q1: 8,510 shares; 2025Q2: 9,119 shares; 2025Q3: 6,244 shares; 2025Q4: 5,342 shares 5,342 $401K 0.01% -902 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: 985 shares; 2024Q4: 955 shares; 2025Q1: 2,131 shares; 2025Q2: 2,371 shares; 2025Q3: 1,518 shares; 2025Q4: 1,730 shares 1,730 $400K 0.01% +212 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: 3,473 shares; 2024Q4: 2,024 shares; 2025Q1: 3,365 shares; 2025Q2: 3,205 shares; 2025Q3: 2,986 shares; 2025Q4: 2,578 shares 2,578 $399K 0.01% -408 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: 1,955 shares; 2024Q4: 1,946 shares; 2025Q1: 2,439 shares; 2025Q2: 2,774 shares; 2025Q3: 2,594 shares; 2025Q4: 2,454 shares 2,454 $398K 0.01% -140 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: 8,499 shares; 2024Q4: 8,499 shares; 2025Q1: 11,288 shares; 2025Q2: 4,155 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares 3,082 $397K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,697 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares 4,200 $384K 0.01% new 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: 2,769 shares; 2024Q4: 2,689 shares; 2025Q1: 2,489 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares; 2025Q4: 2,889 shares 2,889 $383K 0.01% +400 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares 2,047 $379K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 12,003 shares; 2025Q1: 13,259 shares; 2025Q2: 14,912 shares; 2025Q3: 13,807 shares; 2025Q4: 12,575 shares 12,575 $376K 0.01% -1,232 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: 6,405 shares; 2024Q4: 4,283 shares; 2025Q1: 4,597 shares; 2025Q2: 4,574 shares; 2025Q3: 5,141 shares; 2025Q4: 6,964 shares 6,964 $375K 0.01% +1,823 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,163 shares; 2024Q4: 21,464 shares; 2025Q1: 22,814 shares; 2025Q2: 21,849 shares; 2025Q3: 20,711 shares; 2025Q4: 3,847 shares 3,847 $373K 0.01% -16,864 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,417 shares 2,417 $370K 0.01% new 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: 3,195 shares; 2024Q4: not reported; 2025Q1: 3,218 shares; 2025Q2: 3,108 shares; 2025Q3: 4,625 shares; 2025Q4: 4,600 shares 4,600 $365K 0.01% -25 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: 11,750 shares; 2024Q4: 10,984 shares; 2025Q1: 15,315 shares; 2025Q2: 15,030 shares; 2025Q3: 11,392 shares; 2025Q4: 8,957 shares 8,957 $365K 0.01% -2,435 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925 shares; 2025Q4: 1,207 shares 1,207 $360K 0.01% +282 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: 4,834 shares; 2024Q4: 4,834 shares; 2025Q1: 4,834 shares; 2025Q2: 4,834 shares; 2025Q3: 4,833 shares; 2025Q4: 4,833 shares 4,833 $359K 0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 9,319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,454 shares 7,454 $357K 0.01% new 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: 3,798 shares; 2024Q4: 3,802 shares; 2025Q1: 3,944 shares; 2025Q2: 3,922 shares; 2025Q3: 4,483 shares; 2025Q4: 4,423 shares 4,423 $350K 0.01% -60 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: not reported; 2024Q4: not reported; 2025Q1: 1,462 shares; 2025Q2: 1,507 shares; 2025Q3: 1,563 shares; 2025Q4: 2,922 shares 2,922 $349K 0.01% +1,359 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: 1,876 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,798 shares; 2025Q3: 1,715 shares; 2025Q4: 1,635 shares 1,635 $347K 0.01% -80 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,620 shares; 2025Q2: 4,920 shares; 2025Q3: 4,638 shares; 2025Q4: 4,475 shares 4,475 $344K 0.01% -163 Timeline GWX 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: 17,869 shares; 2024Q4: 17,137 shares; 2025Q1: 16,095 shares; 2025Q2: 14,748 shares; 2025Q3: 11,445 shares; 2025Q4: 8,403 shares 8,403 $343K 0.01% -3,042 Timeline SUSL 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: 9,086 shares; 2024Q4: 9,099 shares; 2025Q1: 7,760 shares; 2025Q2: 7,760 shares; 2025Q3: 7,760 shares; 2025Q4: 2,797 shares 2,797 $339K 0.01% -4,963 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,369 shares; 2024Q4: 270,137 shares; 2025Q1: 164,276 shares; 2025Q2: 55,287 shares; 2025Q3: 28,986 shares; 2025Q4: 12,482 shares 12,482 $338K 0.01% -16,504 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,490 shares; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares 1,482 $337K 0.01% 0 Timeline SMB 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: 25,710 shares; 2024Q4: 25,710 shares; 2025Q1: 25,710 shares; 2025Q2: 25,710 shares; 2025Q3: 19,270 shares; 2025Q4: 19,270 shares 19,270 $335K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,233 shares; 2025Q3: 1,222 shares; 2025Q4: 1,271 shares 1,271 $334K 0.01% +49 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: 682 shares; 2024Q4: 660 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 641 shares; 2025Q4: 653 shares 653 $333K 0.01% +12 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: 11,341 shares; 2024Q4: 6,727 shares; 2025Q1: 7,741 shares; 2025Q2: 7,135 shares; 2025Q3: 6,242 shares; 2025Q4: 4,292 shares 4,292 $333K 0.01% -1,950 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,836 shares; 2025Q1: 2,879 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 3,143 shares 3,143 $325K 0.01% +455 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,980 shares 10,980 $325K 0.01% new Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO 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: 6,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,304 shares 5,304 $325K 0.01% new Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,374 shares 1,374 $317K 0.01% +179 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,761 shares; 2024Q4: 10,521 shares; 2025Q1: 10,519 shares; 2025Q2: 10,519 shares; 2025Q3: 10,519 shares; 2025Q4: 10,601 shares 10,601 $317K 0.01% +82 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,587 shares 2,587 $315K 0.01% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 8,029 shares; 2025Q1: 8,029 shares; 2025Q2: 8,029 shares; 2025Q3: 8,029 shares; 2025Q4: 8,029 shares 8,029 $309K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,267 shares; 2025Q4: 2,187 shares 2,187 $309K 0.01% -80 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: 4,012 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,327 shares 3,327 $308K 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest 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: 8,851 shares 8,851 $307K 0.01% new 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: 4,790 shares; 2024Q4: 4,790 shares; 2025Q1: 4,790 shares; 2025Q2: 4,720 shares; 2025Q3: 4,885 shares; 2025Q4: 6,385 shares 6,385 $306K 0.01% +1,500 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,930 shares; 2025Q2: 2,002 shares; 2025Q3: 1,981 shares; 2025Q4: 1,930 shares 1,930 $292K 0.01% -51 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: not reported; 2024Q4: not reported; 2025Q1: 562 shares; 2025Q2: 766 shares; 2025Q3: 656 shares; 2025Q4: 641 shares 641 $291K 0.01% -15 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 4,735 shares; 2025Q2: 8,215 shares; 2025Q3: 8,215 shares; 2025Q4: 7,915 shares 7,915 $290K 0.01% -300 Timeline JMUB 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: not reported; 2025Q3: not reported; 2025Q4: 5,641 shares 5,641 $285K 0.01% new Timeline DLS 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: 11,305 shares; 2024Q4: 10,827 shares; 2025Q1: 6,147 shares; 2025Q2: 5,437 shares; 2025Q3: 4,273 shares; 2025Q4: 3,423 shares 3,423 $277K 0.01% -850 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 4,085 shares; 2025Q4: 4,085 shares 4,085 $274K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,044 shares; 2025Q1: 2,292 shares; 2025Q2: 2,292 shares; 2025Q3: 2,044 shares; 2025Q4: 2,121 shares 2,121 $267K 0.01% +77 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: 95,820 shares; 2025Q3: 87,502 shares; 2025Q4: 5,397 shares 5,397 $267K 0.01% -82,105 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $266K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $266K 0.01% 0 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: 807 shares; 2024Q4: 525 shares; 2025Q1: 568 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares 619 $264K 0.01% new 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: 4,930 shares; 2024Q4: 4,695 shares; 2025Q1: 7,802 shares; 2025Q2: 4,735 shares; 2025Q3: 3,921 shares; 2025Q4: 3,685 shares 3,685 $263K 0.01% -236 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,562 shares; 2025Q2: 4,093 shares; 2025Q3: 3,941 shares; 2025Q4: 3,919 shares 3,919 $263K 0.01% -22 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: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,048 shares; 2025Q3: 897 shares; 2025Q4: 902 shares 902 $262K 0.01% +5 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 2,288 shares; 2025Q1: 2,198 shares; 2025Q2: 2,110 shares; 2025Q3: 2,079 shares; 2025Q4: 2,006 shares 2,006 $261K 0.01% -73 Timeline VIGI 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: not reported; 2025Q2: not reported; 2025Q3: 2,772 shares; 2025Q4: 2,772 shares 2,772 $254K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,664 shares; 2025Q3: 2,852 shares; 2025Q4: 2,463 shares 2,463 $252K 0.01% -389 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,700 shares; 2025Q3: 2,625 shares; 2025Q4: 2,500 shares 2,500 $252K 0.01% -125 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 4,420 shares; 2025Q1: 4,282 shares; 2025Q2: 4,211 shares; 2025Q3: 4,191 shares; 2025Q4: 2,610 shares 2,610 $251K 0.01% -1,581 Timeline IAT 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: 5,616 shares; 2024Q4: 4,976 shares; 2025Q1: 4,976 shares; 2025Q2: 5,804 shares; 2025Q3: 5,756 shares; 2025Q4: 4,538 shares 4,538 $250K 0.01% -1,218 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 10,482 shares; 2025Q1: 10,482 shares; 2025Q2: 10,482 shares; 2025Q3: 10,482 shares; 2025Q4: 10,482 shares 10,482 $250K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 2,785 shares 2,785 $246K 0.01% -765 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,955 shares 4,955 $245K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,312 shares 3,312 $244K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,697 shares 1,697 $242K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,155 shares; 2025Q4: 2,155 shares 2,155 $241K 0.01% 0 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: 279 shares; 2025Q1: 309 shares; 2025Q2: 363 shares; 2025Q3: 259 shares; 2025Q4: 224 shares 224 $240K 0.01% -35 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,157 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares 1,581 $240K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,335 shares; 2024Q4: 67,537 shares; 2025Q1: 81,713 shares; 2025Q2: 99,303 shares; 2025Q3: 9,838 shares; 2025Q4: 2,425 shares 2,425 $237K 0.01% -7,413 Timeline IBB 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: 2,295 shares; 2024Q4: 1,766 shares; 2025Q1: 1,765 shares; 2025Q2: 1,688 shares; 2025Q3: 1,602 shares; 2025Q4: 1,401 shares 1,401 $237K 0.01% -201 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,538 shares 4,538 $236K 0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,440 shares; 2025Q1: 5,240 shares; 2025Q2: 5,240 shares; 2025Q3: 5,040 shares; 2025Q4: 4,062 shares 4,062 $234K 0.01% -978 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,641 shares; 2025Q1: 1,641 shares; 2025Q2: 1,641 shares; 2025Q3: 1,641 shares; 2025Q4: 1,641 shares 1,641 $232K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 372 shares; 2025Q4: 369 shares 369 $230K 0.01% -3 Timeline LIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,523 shares 3,523 $229K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $228K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 728 shares; 2025Q1: 723 shares; 2025Q2: 591 shares; 2025Q3: 605 shares; 2025Q4: 490 shares 490 $228K 0.01% -115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 739 shares 739 $228K 0.01% new 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: 1,886 shares; 2024Q4: not reported; 2025Q1: 1,754 shares; 2025Q2: 2,115 shares; 2025Q3: 2,239 shares; 2025Q4: 1,783 shares 1,783 $224K 0.01% -456 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 554 shares; 2025Q4: 476 shares 476 $224K 0.01% -78 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: 2,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,381 shares; 2025Q3: 1,481 shares; 2025Q4: 1,382 shares 1,382 $221K 0.01% -99 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,280 shares; 2025Q1: 1,288 shares; 2025Q2: 1,338 shares; 2025Q3: 1,281 shares; 2025Q4: 365 shares 365 $221K 0.01% -916 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,779 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares 2,775 $220K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,268 shares 5,268 $218K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,287 shares; 2025Q1: 2,415 shares; 2025Q2: 2,418 shares; 2025Q3: 2,376 shares; 2025Q4: 2,173 shares 2,173 $217K 0.01% -203 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: 3,449 shares; 2024Q4: 3,394 shares; 2025Q1: 3,294 shares; 2025Q2: 3,244 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares 3,062 $213K 0.01% 0 Timeline IWC 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: 22,125 shares; 2024Q4: 16,056 shares; 2025Q1: 12,590 shares; 2025Q2: 11,111 shares; 2025Q3: 4,634 shares; 2025Q4: 1,329 shares 1,329 $210K 0.01% -3,305 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 866 shares; 2025Q3: 827 shares; 2025Q4: 927 shares 927 $210K 0.01% +100 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,479 shares 1,479 $209K 0.01% new Timeline