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: 702,989 shares; 2024Q4: 727,922 shares; 2025Q1: 807,222 shares; 2025Q2: 871,095 shares; 2025Q3: 858,659 shares; 2025Q4: 795,893 shares 795,893 $267M 14.67% -62,766 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: 217,587 shares; 2024Q4: 205,612 shares; 2025Q1: 191,369 shares; 2025Q2: 330,527 shares; 2025Q3: 374,163 shares; 2025Q4: 363,997 shares 363,997 $206M 11.33% -10,166 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306,427 shares; 2024Q4: 3,929,103 shares; 2025Q1: 3,995,577 shares; 2025Q2: 4,002,592 shares; 2025Q3: 3,990,146 shares; 2025Q4: 3,974,977 shares 3,974,977 $177M 9.71% -15,169 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: 244,681 shares; 2024Q4: 242,217 shares; 2025Q1: 143,323 shares; 2025Q2: 153,782 shares; 2025Q3: 151,012 shares; 2025Q4: 136,148 shares 136,148 $146M 8.04% -14,864 Timeline GNR 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: 79,628 shares; 2024Q4: 70,455 shares; 2025Q1: 150,113 shares; 2025Q2: 1,690,960 shares; 2025Q3: 1,799,606 shares; 2025Q4: 1,862,224 shares 1,862,224 $116M 6.36% +62,618 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665,367 shares; 2024Q4: 1,624,792 shares; 2025Q1: 1,629,072 shares; 2025Q2: 1,668,041 shares; 2025Q3: 1,614,925 shares; 2025Q4: 1,581,999 shares 1,581,999 $93.2M 5.12% -32,926 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: 967,578 shares; 2024Q4: 955,656 shares; 2025Q1: 958,617 shares; 2025Q2: 946,873 shares; 2025Q3: 865,285 shares; 2025Q4: 836,123 shares 836,123 $89.6M 4.92% -29,162 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,340 shares; 2024Q4: 693,135 shares; 2025Q1: 705,715 shares; 2025Q2: 730,259 shares; 2025Q3: 692,014 shares; 2025Q4: 668,662 shares 668,662 $68.2M 3.75% -23,352 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: 96,983 shares; 2024Q4: 93,533 shares; 2025Q1: 91,669 shares; 2025Q2: 90,474 shares; 2025Q3: 89,621 shares; 2025Q4: 92,142 shares 92,142 $63.1M 3.47% +2,521 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: 288,210 shares; 2024Q4: 278,979 shares; 2025Q1: 270,947 shares; 2025Q2: 267,469 shares; 2025Q3: 271,967 shares; 2025Q4: 267,311 shares 267,311 $51.1M 2.81% -4,656 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,368 shares; 2024Q4: 130,357 shares; 2025Q1: 131,104 shares; 2025Q2: 133,060 shares; 2025Q3: 137,086 shares; 2025Q4: 159,149 shares 159,149 $43.3M 2.38% +22,063 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: 48,300 shares; 2024Q4: 50,110 shares; 2025Q1: 50,552 shares; 2025Q2: 49,582 shares; 2025Q3: 50,186 shares; 2025Q4: 52,480 shares 52,480 $35.8M 1.97% +2,294 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: 230,502 shares; 2024Q4: 236,967 shares; 2025Q1: 224,629 shares; 2025Q2: 218,468 shares; 2025Q3: 210,088 shares; 2025Q4: 199,890 shares 199,890 $28.3M 1.55% -10,198 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,365 shares; 2024Q4: 1,128,320 shares; 2025Q1: 1,102,654 shares; 2025Q2: 1,059,490 shares; 2025Q3: 982,083 shares; 2025Q4: 966,502 shares 966,502 $26.3M 1.45% -15,581 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: 79,019 shares; 2024Q4: 79,219 shares; 2025Q1: 79,474 shares; 2025Q2: 79,763 shares; 2025Q3: 80,279 shares; 2025Q4: 80,590 shares 80,590 $24.6M 1.35% +311 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: 135,810 shares; 2024Q4: 151,089 shares; 2025Q1: 129,572 shares; 2025Q2: 106,654 shares; 2025Q3: 129,814 shares; 2025Q4: 115,476 shares 115,476 $21.5M 1.18% -14,338 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: 59,902 shares; 2024Q4: 47,313 shares; 2025Q1: 44,710 shares; 2025Q2: 43,269 shares; 2025Q3: 45,532 shares; 2025Q4: 37,226 shares 37,226 $18M 0.99% -8,306 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,188 shares; 2024Q4: 80,383 shares; 2025Q1: 75,305 shares; 2025Q2: 71,411 shares; 2025Q3: 70,542 shares; 2025Q4: 69,366 shares 69,366 $17.4M 0.95% -1,176 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: 169,803 shares; 2024Q4: 173,338 shares; 2025Q1: 166,128 shares; 2025Q2: 163,867 shares; 2025Q3: 161,258 shares; 2025Q4: 157,858 shares 157,858 $15.2M 0.83% -3,400 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: 103,902 shares; 2024Q4: 102,134 shares; 2025Q1: 101,960 shares; 2025Q2: 102,303 shares; 2025Q3: 97,650 shares; 2025Q4: 96,266 shares 96,266 $13.6M 0.75% -1,384 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: 43,498 shares; 2024Q4: 43,525 shares; 2025Q1: 41,009 shares; 2025Q2: 40,072 shares; 2025Q3: 41,299 shares; 2025Q4: 40,611 shares 40,611 $13.1M 0.72% -688 Timeline JCPI 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: 360,445 shares; 2024Q4: 335,752 shares; 2025Q1: 322,520 shares; 2025Q2: 291,873 shares; 2025Q3: 280,326 shares; 2025Q4: 268,383 shares 268,383 $12.9M 0.71% -11,943 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,755 shares; 2024Q4: 32,277 shares; 2025Q1: 30,450 shares; 2025Q2: 30,050 shares; 2025Q3: 29,809 shares; 2025Q4: 29,731 shares 29,731 $11.1M 0.61% -78 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,460 shares; 2024Q4: 342,513 shares; 2025Q1: 342,460 shares; 2025Q2: 342,460 shares; 2025Q3: 342,460 shares; 2025Q4: 342,460 shares 342,460 $9.53M 0.52% 0 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,191 shares; 2024Q4: 146,259 shares; 2025Q1: 145,634 shares; 2025Q2: 145,756 shares; 2025Q3: 145,863 shares; 2025Q4: 146,124 shares 146,124 $9.49M 0.52% +261 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: 42,737 shares; 2024Q4: 41,389 shares; 2025Q1: 40,994 shares; 2025Q2: 43,422 shares; 2025Q3: 43,456 shares; 2025Q4: 42,167 shares 42,167 $8.87M 0.49% -1,289 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: 11,998 shares; 2024Q4: 11,837 shares; 2025Q1: 12,537 shares; 2025Q2: 12,675 shares; 2025Q3: 12,593 shares; 2025Q4: 12,591 shares 12,591 $7.9M 0.43% -2 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: 157,239 shares; 2024Q4: 173,468 shares; 2025Q1: 170,840 shares; 2025Q2: 167,200 shares; 2025Q3: 166,782 shares; 2025Q4: 162,591 shares 162,591 $7.18M 0.39% -4,191 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: 31,266 shares; 2024Q4: 38,261 shares; 2025Q1: 40,314 shares; 2025Q2: 39,102 shares; 2025Q3: 40,314 shares; 2025Q4: 43,847 shares 43,847 $5.4M 0.3% +3,533 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,211 shares; 2024Q4: 22,444 shares; 2025Q1: 21,010 shares; 2025Q2: 21,016 shares; 2025Q3: 21,348 shares; 2025Q4: 10,245 shares 10,245 $5.15M 0.28% -11,103 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,008 shares; 2024Q4: 20,028 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 12,279 shares 12,279 $5.12M 0.28% -7,721 Timeline IWL ISHARES 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: 5,697 shares; 2024Q4: 30,552 shares; 2025Q1: 29,484 shares; 2025Q2: 29,252 shares; 2025Q3: 29,252 shares; 2025Q4: 29,252 shares 29,252 $4.99M 0.27% 0 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: 33,586 shares; 2024Q4: 27,621 shares; 2025Q1: 27,576 shares; 2025Q2: 27,174 shares; 2025Q3: 27,140 shares; 2025Q4: 27,140 shares 27,140 $4.92M 0.27% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,431 shares; 2024Q4: 124,483 shares; 2025Q1: 124,000 shares; 2025Q2: 124,000 shares; 2025Q3: 124,112 shares; 2025Q4: 124,046 shares 124,046 $4.86M 0.27% -66 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,970 shares; 2024Q4: 26,221 shares; 2025Q1: 23,340 shares; 2025Q2: 21,190 shares; 2025Q3: 23,632 shares; 2025Q4: 20,952 shares 20,952 $4.84M 0.27% -2,680 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: 8,842 shares; 2024Q4: 8,842 shares; 2025Q1: 8,520 shares; 2025Q2: 8,455 shares; 2025Q3: 9,136 shares; 2025Q4: 9,138 shares 9,138 $4.33M 0.24% +2 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,480 shares; 2024Q4: 27,585 shares; 2025Q1: 26,463 shares; 2025Q2: 24,237 shares; 2025Q3: 23,494 shares; 2025Q4: 20,150 shares 20,150 $4.21M 0.23% -3,344 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: 5,525 shares; 2024Q4: 5,650 shares; 2025Q1: 5,673 shares; 2025Q2: 4,860 shares; 2025Q3: 6,012 shares; 2025Q4: 6,361 shares 6,361 $3.91M 0.21% +349 Timeline GII 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: 59,288 shares; 2024Q4: 59,116 shares; 2025Q1: 56,733 shares; 2025Q2: 56,516 shares; 2025Q3: 56,129 shares; 2025Q4: 55,893 shares 55,893 $3.9M 0.21% -236 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: 12,106 shares; 2024Q4: 12,024 shares; 2025Q1: 11,827 shares; 2025Q2: 11,788 shares; 2025Q3: 12,385 shares; 2025Q4: 11,966 shares 11,966 $3.81M 0.21% -419 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: 21,712 shares; 2024Q4: 27,372 shares; 2025Q1: 27,372 shares; 2025Q2: 27,619 shares; 2025Q3: 25,367 shares; 2025Q4: 25,259 shares 25,259 $3.76M 0.21% -108 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: 15,453 shares; 2024Q4: 16,495 shares; 2025Q1: 17,423 shares; 2025Q2: 17,519 shares; 2025Q3: 17,423 shares; 2025Q4: 17,423 shares 17,423 $3.69M 0.2% 0 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: 4,038 shares; 2024Q4: 4,242 shares; 2025Q1: 3,891 shares; 2025Q2: 3,827 shares; 2025Q3: 3,917 shares; 2025Q4: 3,994 shares 3,994 $3.44M 0.19% +77 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: 9,854 shares; 2024Q4: 8,806 shares; 2025Q1: 8,569 shares; 2025Q2: 9,134 shares; 2025Q3: 10,833 shares; 2025Q4: 9,800 shares 9,800 $3.07M 0.17% -1,033 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: 28,371 shares; 2024Q4: 76,243 shares; 2025Q1: 43,842 shares; 2025Q2: 43,044 shares; 2025Q3: 44,062 shares; 2025Q4: 48,792 shares 48,792 $3.05M 0.17% +4,730 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: 10,320 shares; 2024Q4: 8,687 shares; 2025Q1: 8,613 shares; 2025Q2: 9,797 shares; 2025Q3: 11,301 shares; 2025Q4: 11,816 shares 11,816 $3.05M 0.17% +515 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: 22,771 shares; 2024Q4: 36,812 shares; 2025Q1: 32,569 shares; 2025Q2: 32,569 shares; 2025Q3: 32,569 shares; 2025Q4: 28,952 shares 28,952 $2.79M 0.15% -3,617 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: 7,644 shares; 2024Q4: 7,405 shares; 2025Q1: 7,231 shares; 2025Q2: 10,322 shares; 2025Q3: 7,658 shares; 2025Q4: 7,646 shares 7,646 $2.65M 0.15% -12 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,640 shares; 2024Q4: 38,175 shares; 2025Q1: 37,805 shares; 2025Q2: 37,640 shares; 2025Q3: 43,902 shares; 2025Q4: 39,622 shares 39,622 $2.62M 0.14% -4,280 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: 2,865 shares; 2024Q4: 2,849 shares; 2025Q1: 2,993 shares; 2025Q2: 3,008 shares; 2025Q3: 5,352 shares; 2025Q4: 5,352 shares 5,352 $2.61M 0.14% 0 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: 9,588 shares; 2024Q4: 8,774 shares; 2025Q1: 8,168 shares; 2025Q2: 5,511 shares; 2025Q3: 5,678 shares; 2025Q4: 7,882 shares 7,882 $2.47M 0.14% +2,204 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: 6,122 shares; 2024Q4: 6,122 shares; 2025Q1: 6,080 shares; 2025Q2: 6,364 shares; 2025Q3: 6,331 shares; 2025Q4: 6,331 shares 6,331 $2.45M 0.13% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 20,671 shares; 2025Q1: 19,935 shares; 2025Q2: 19,595 shares; 2025Q3: 21,882 shares; 2025Q4: 20,038 shares 20,038 $2.41M 0.13% -1,844 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: 8,538 shares; 2024Q4: 11,140 shares; 2025Q1: 10,823 shares; 2025Q2: 10,861 shares; 2025Q3: 9,599 shares; 2025Q4: 9,747 shares 9,747 $2.4M 0.13% +148 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: 8,403 shares; 2024Q4: 7,352 shares; 2025Q1: 7,352 shares; 2025Q2: 7,352 shares; 2025Q3: 7,352 shares; 2025Q4: 7,352 shares 7,352 $2.31M 0.13% 0 Timeline HGTY HAGERTY INC More: the full row for HAGERTY 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: 170,000 shares; 2025Q4: 170,000 shares 170,000 $2.28M 0.13% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,875 shares; 2024Q4: 15,875 shares; 2025Q1: 15,875 shares; 2025Q2: 15,875 shares; 2025Q3: 15,875 shares; 2025Q4: 15,875 shares 15,875 $2.28M 0.13% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.12% 0 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: 16,033 shares; 2024Q4: 14,377 shares; 2025Q1: 13,472 shares; 2025Q2: 14,196 shares; 2025Q3: 14,794 shares; 2025Q4: 14,706 shares 14,706 $2.11M 0.12% -88 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,604 shares; 2024Q4: 22,271 shares; 2025Q1: 22,389 shares; 2025Q2: 22,274 shares; 2025Q3: 22,458 shares; 2025Q4: 22,319 shares 22,319 $1.95M 0.11% -139 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: 9,076 shares; 2024Q4: 7,453 shares; 2025Q1: 7,457 shares; 2025Q2: 7,487 shares; 2025Q3: 7,484 shares; 2025Q4: 6,628 shares 6,628 $1.92M 0.11% -856 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: 11,343 shares; 2024Q4: 9,674 shares; 2025Q1: 7,834 shares; 2025Q2: 9,032 shares; 2025Q3: 9,382 shares; 2025Q4: 9,143 shares 9,143 $1.89M 0.1% -239 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: not reported; 2025Q1: not reported; 2025Q2: 4,420 shares; 2025Q3: 19,617 shares; 2025Q4: 36,526 shares 36,526 $1.81M 0.1% +16,909 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: 12,757 shares; 2024Q4: 51,579 shares; 2025Q1: 51,730 shares; 2025Q2: 51,731 shares; 2025Q3: 51,733 shares; 2025Q4: 52,912 shares 52,912 $1.73M 0.09% +1,179 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: 4,658 shares; 2024Q4: 4,763 shares; 2025Q1: 2,127 shares; 2025Q2: 1,840 shares; 2025Q3: 4,358 shares; 2025Q4: 2,456 shares 2,456 $1.62M 0.09% -1,902 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,799 shares; 2024Q4: 33,992 shares; 2025Q1: 34,235 shares; 2025Q2: 34,470 shares; 2025Q3: 34,726 shares; 2025Q4: 35,006 shares 35,006 $1.47M 0.08% +280 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,045 shares; 2024Q4: 83,045 shares; 2025Q1: 83,045 shares; 2025Q2: 83,045 shares; 2025Q3: 83,045 shares; 2025Q4: 83,045 shares 83,045 $1.41M 0.08% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,563 shares; 2024Q4: 33,563 shares; 2025Q1: 33,563 shares; 2025Q2: 33,563 shares; 2025Q3: 33,563 shares; 2025Q4: 33,602 shares 33,602 $1.4M 0.08% +39 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: 2,199 shares; 2024Q4: 14,196 shares; 2025Q1: 9,230 shares; 2025Q2: 8,038 shares; 2025Q3: 388 shares; 2025Q4: 15,615 shares 15,615 $1.4M 0.08% +15,227 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 3,999 shares; 2025Q1: 4,703 shares; 2025Q2: 5,358 shares; 2025Q3: 5,488 shares; 2025Q4: 6,130 shares 6,130 $1.33M 0.07% +642 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: 907 shares; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,934 shares; 2025Q3: 3,312 shares; 2025Q4: 3,316 shares 3,316 $1.31M 0.07% +4 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: 1,634 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,608 shares; 2025Q3: 1,842 shares; 2025Q4: 1,713 shares 1,713 $1.29M 0.07% -129 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: 6,673 shares; 2024Q4: 6,507 shares; 2025Q1: 6,253 shares; 2025Q2: 6,317 shares; 2025Q3: 6,548 shares; 2025Q4: 6,501 shares 6,501 $1.27M 0.07% -47 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares 18,500 $1.25M 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,644 shares; 2025Q1: 3,739 shares; 2025Q2: 3,792 shares; 2025Q3: 3,969 shares; 2025Q4: 4,048 shares 4,048 $1.25M 0.07% +79 Timeline FV 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: 20,133 shares; 2024Q4: 20,133 shares; 2025Q1: 20,133 shares; 2025Q2: 19,763 shares; 2025Q3: 19,763 shares; 2025Q4: 19,763 shares 19,763 $1.24M 0.07% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,192 shares; 2025Q1: 3,192 shares; 2025Q2: 3,192 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares 2,055 $1.24M 0.07% 0 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: 5,912 shares; 2024Q4: 5,850 shares; 2025Q1: 5,466 shares; 2025Q2: 4,821 shares; 2025Q3: 5,120 shares; 2025Q4: 5,197 shares 5,197 $1.19M 0.07% +77 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares 12,800 $1.18M 0.07% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,285 shares; 2024Q4: 29,732 shares; 2025Q1: 23,495 shares; 2025Q2: 19,617 shares; 2025Q3: 24,510 shares; 2025Q4: 22,012 shares 22,012 $1.18M 0.07% -2,498 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: 6,871 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,705 shares; 2025Q4: 7,327 shares 7,327 $1.18M 0.06% -378 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: 14,484 shares; 2024Q4: 29,094 shares; 2025Q1: 29,094 shares; 2025Q2: 29,094 shares; 2025Q3: 29,094 shares; 2025Q4: 48,609 shares 48,609 $1.17M 0.06% +19,515 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: 2,543,260 shares; 2024Q4: 55,614 shares; 2025Q1: 55,614 shares; 2025Q2: 56,352 shares; 2025Q3: 54,852 shares; 2025Q4: 46,372 shares 46,372 $1.16M 0.06% -8,480 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: 14,573 shares; 2024Q4: 14,099 shares; 2025Q1: 14,214 shares; 2025Q2: 13,092 shares; 2025Q3: 13,462 shares; 2025Q4: 13,899 shares 13,899 $1.12M 0.06% +437 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: 4,022 shares; 2024Q4: 3,937 shares; 2025Q1: 3,570 shares; 2025Q2: 3,480 shares; 2025Q3: 3,302 shares; 2025Q4: 3,571 shares 3,571 $1.06M 0.06% +269 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,557 shares; 2024Q4: 4,196 shares; 2025Q1: 4,213 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,993 shares 2,993 $1.06M 0.06% +26 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: 24,660 shares; 2024Q4: 22,792 shares; 2025Q1: 22,792 shares; 2025Q2: 14,020 shares; 2025Q3: 14,020 shares; 2025Q4: 13,955 shares 13,955 $1.03M 0.06% -65 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: 40,695 shares; 2024Q4: 40,695 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,160 shares; 2025Q4: 31,160 shares 31,160 $1.02M 0.06% 0 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: 16,182 shares; 2024Q4: 15,551 shares; 2025Q1: 14,621 shares; 2025Q2: 14,621 shares; 2025Q3: 14,621 shares; 2025Q4: 14,621 shares 14,621 $1.02M 0.06% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,313 shares; 2025Q1: 2,303 shares; 2025Q2: 2,303 shares; 2025Q3: 2,303 shares; 2025Q4: 6,633 shares 6,633 $1.01M 0.06% +4,330 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,656 shares; 2024Q4: 9,634 shares; 2025Q1: 8,759 shares; 2025Q2: 8,659 shares; 2025Q3: 8,661 shares; 2025Q4: 8,726 shares 8,726 $1.01M 0.06% +65 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,499 shares; 2024Q4: 18,982 shares; 2025Q1: 18,950 shares; 2025Q2: 18,944 shares; 2025Q3: 18,990 shares; 2025Q4: 19,542 shares 19,542 $986K 0.05% +552 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: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 6,794 shares 6,794 $978K 0.05% +3,389 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: 13,511 shares; 2024Q4: 13,791 shares; 2025Q1: 9,451 shares; 2025Q2: 9,627 shares; 2025Q3: 9,542 shares; 2025Q4: 10,777 shares 10,777 $954K 0.05% +1,235 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: 1,597 shares; 2024Q4: 1,507 shares; 2025Q1: 1,392 shares; 2025Q2: 1,529 shares; 2025Q3: 1,690 shares; 2025Q4: 1,651 shares 1,651 $942K 0.05% -39 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: 3,546 shares; 2024Q4: 3,097 shares; 2025Q1: 2,909 shares; 2025Q2: 2,685 shares; 2025Q3: 2,810 shares; 2025Q4: 2,704 shares 2,704 $930K 0.05% -106 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: 14,438 shares; 2024Q4: 14,046 shares; 2025Q1: 14,009 shares; 2025Q2: 12,278 shares; 2025Q3: 12,819 shares; 2025Q4: 13,117 shares 13,117 $917K 0.05% +298 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: 3,156 shares; 2024Q4: 3,131 shares; 2025Q1: 3,198 shares; 2025Q2: 3,399 shares; 2025Q3: 3,435 shares; 2025Q4: 5,591 shares 5,591 $897K 0.05% +2,156 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: 2,414 shares; 2024Q4: 2,322 shares; 2025Q1: 2,560 shares; 2025Q2: 1,667 shares; 2025Q3: 2,509 shares; 2025Q4: 1,985 shares 1,985 $893K 0.05% -524 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: 13,841 shares; 2024Q4: 13,565 shares; 2025Q1: 8,246 shares; 2025Q2: 7,061 shares; 2025Q3: 8,148 shares; 2025Q4: 7,990 shares 7,990 $890K 0.05% -158 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: 3,149 shares; 2024Q4: 2,915 shares; 2025Q1: 981 shares; 2025Q2: 1,263 shares; 2025Q3: 907 shares; 2025Q4: 8,642 shares 8,642 $863K 0.05% +7,735 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: 4,661 shares; 2024Q4: 4,448 shares; 2025Q1: 4,484 shares; 2025Q2: 4,298 shares; 2025Q3: 5,242 shares; 2025Q4: 4,538 shares 4,538 $832K 0.05% -704 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,257 shares; 2025Q1: 7,090 shares; 2025Q2: 7,090 shares; 2025Q3: 7,374 shares; 2025Q4: 7,138 shares 7,138 $829K 0.05% -236 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: 3,967 shares; 2024Q4: 3,642 shares; 2025Q1: 3,025 shares; 2025Q2: 1,890 shares; 2025Q3: 2,320 shares; 2025Q4: 2,350 shares 2,350 $824K 0.05% +30 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: 10,570 shares; 2024Q4: 11,073 shares; 2025Q1: 10,633 shares; 2025Q2: 7,861 shares; 2025Q3: 8,367 shares; 2025Q4: 6,556 shares 6,556 $788K 0.04% -1,811 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,838 shares; 2025Q1: 10,838 shares; 2025Q2: 10,838 shares; 2025Q3: 10,838 shares; 2025Q4: 10,838 shares 10,838 $788K 0.04% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,272 shares; 2025Q1: 1,345 shares; 2025Q2: 1,312 shares; 2025Q3: 2,012 shares; 2025Q4: 2,112 shares 2,112 $781K 0.04% +100 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: 26,055 shares; 2024Q4: 26,037 shares; 2025Q1: 26,031 shares; 2025Q2: 24,031 shares; 2025Q3: 24,031 shares; 2025Q4: 4,869 shares 4,869 $751K 0.04% -19,162 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: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,462 shares; 2025Q3: 5,462 shares; 2025Q4: 5,462 shares 5,462 $748K 0.04% 0 Timeline UPGD 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $740K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,780 shares; 2024Q4: 10,181 shares; 2025Q1: 10,182 shares; 2025Q2: 8,868 shares; 2025Q3: 2,954 shares; 2025Q4: 13,460 shares 13,460 $737K 0.04% +10,506 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 3,279 shares; 2025Q1: 2,494 shares; 2025Q2: 2,665 shares; 2025Q3: 2,753 shares; 2025Q4: 1,115 shares 1,115 $729K 0.04% -1,638 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: 7,089 shares; 2024Q4: 7,805 shares; 2025Q1: 8,092 shares; 2025Q2: 7,786 shares; 2025Q3: 7,495 shares; 2025Q4: 8,100 shares 8,100 $725K 0.04% +605 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: 3,278 shares; 2024Q4: 3,278 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 2,878 shares; 2025Q4: 3,281 shares 3,281 $721K 0.04% +403 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: 4,446 shares; 2024Q4: 4,459 shares; 2025Q1: 4,391 shares; 2025Q2: 4,184 shares; 2025Q3: 6,430 shares; 2025Q4: 4,677 shares 4,677 $713K 0.04% -1,753 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,122 shares; 2025Q1: 1,035 shares; 2025Q2: 1,033 shares; 2025Q3: 1,183 shares; 2025Q4: 2,762 shares 2,762 $710K 0.04% +1,579 Timeline PEY 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: 43,928 shares; 2024Q4: 43,928 shares; 2025Q1: 38,114 shares; 2025Q2: 34,514 shares; 2025Q3: 34,514 shares; 2025Q4: 34,514 shares 34,514 $704K 0.04% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,249 shares; 2025Q1: 4,901 shares; 2025Q2: 4,813 shares; 2025Q3: 4,861 shares; 2025Q4: 4,902 shares 4,902 $703K 0.04% +41 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: 5,315 shares; 2024Q4: 5,157 shares; 2025Q1: 4,951 shares; 2025Q2: 5,303 shares; 2025Q3: 5,924 shares; 2025Q4: 6,056 shares 6,056 $689K 0.04% +132 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: 7,426 shares; 2024Q4: 8,183 shares; 2025Q1: 6,643 shares; 2025Q2: 6,343 shares; 2025Q3: 6,003 shares; 2025Q4: 6,003 shares 6,003 $684K 0.04% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 6,762 shares; 2025Q1: 6,762 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,769 shares 6,769 $676K 0.04% +7 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: 2,172 shares; 2024Q4: 767 shares; 2025Q1: 796 shares; 2025Q2: 962 shares; 2025Q3: 1,024 shares; 2025Q4: 1,013 shares 1,013 $671K 0.04% -11 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,622 shares; 2024Q4: 5,361 shares; 2025Q1: 3,622 shares; 2025Q2: 3,627 shares; 2025Q3: 3,622 shares; 2025Q4: 3,354 shares 3,354 $666K 0.04% -268 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,175 shares; 2024Q4: 17,175 shares; 2025Q1: 17,175 shares; 2025Q2: 17,175 shares; 2025Q3: 17,175 shares; 2025Q4: 17,175 shares 17,175 $659K 0.04% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 10,055 shares; 2025Q3: 10,055 shares; 2025Q4: 10,055 shares 10,055 $655K 0.04% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,936 shares; 2024Q4: 21,883 shares; 2025Q1: 21,883 shares; 2025Q2: 21,883 shares; 2025Q3: 21,883 shares; 2025Q4: 12,219 shares 12,219 $647K 0.04% -9,664 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,528 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 30,000 shares 30,000 $631K 0.03% -10,000 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: 11,887 shares; 2024Q4: 35,661 shares; 2025Q1: 35,661 shares; 2025Q2: 35,661 shares; 2025Q3: 35,661 shares; 2025Q4: 23,449 shares 23,449 $631K 0.03% -12,212 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: 6,788 shares; 2024Q4: 6,459 shares; 2025Q1: 7,393 shares; 2025Q2: 6,719 shares; 2025Q3: 7,703 shares; 2025Q4: 6,668 shares 6,668 $621K 0.03% -1,035 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: 2,665 shares; 2024Q4: 2,408 shares; 2025Q1: 2,438 shares; 2025Q2: 2,401 shares; 2025Q3: 2,507 shares; 2025Q4: 2,534 shares 2,534 $611K 0.03% +27 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: 1,330 shares; 2024Q4: 1,316 shares; 2025Q1: 1,294 shares; 2025Q2: 1,164 shares; 2025Q3: 1,277 shares; 2025Q4: 1,257 shares 1,257 $608K 0.03% -20 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: 926 shares; 2024Q4: 926 shares; 2025Q1: 1,178 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,767 shares 1,767 $606K 0.03% +223 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,262 shares; 2025Q1: 1,774 shares; 2025Q2: 1,747 shares; 2025Q3: 1,944 shares; 2025Q4: 1,821 shares 1,821 $596K 0.03% -123 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 3,090 shares; 2025Q1: 2,948 shares; 2025Q2: 2,936 shares; 2025Q3: 2,997 shares; 2025Q4: 3,038 shares 3,038 $562K 0.03% +41 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: not reported; 2024Q4: 645 shares; 2025Q1: 630 shares; 2025Q2: 455 shares; 2025Q3: 767 shares; 2025Q4: 637 shares 637 $560K 0.03% -130 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 3,836 shares; 2025Q1: 3,892 shares; 2025Q2: 3,397 shares; 2025Q3: 3,390 shares; 2025Q4: 3,456 shares 3,456 $556K 0.03% +66 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: 8,337 shares; 2024Q4: 8,405 shares; 2025Q1: 8,563 shares; 2025Q2: 8,509 shares; 2025Q3: 8,360 shares; 2025Q4: 8,405 shares 8,405 $546K 0.03% +45 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 9,455 shares; 2025Q1: 8,090 shares; 2025Q2: 6,965 shares; 2025Q3: 11,977 shares; 2025Q4: 9,792 shares 9,792 $539K 0.03% -2,185 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,134 shares; 2025Q1: 2,136 shares; 2025Q2: 2,040 shares; 2025Q3: 2,734 shares; 2025Q4: 2,508 shares 2,508 $537K 0.03% -226 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,314 shares 3,314 $528K 0.03% new 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: 1,653 shares; 2024Q4: 1,544 shares; 2025Q1: 1,537 shares; 2025Q2: 1,816 shares; 2025Q3: 2,054 shares; 2025Q4: 1,956 shares 1,956 $525K 0.03% -98 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: 5,854 shares; 2024Q4: 5,809 shares; 2025Q1: 4,538 shares; 2025Q2: 4,213 shares; 2025Q3: 5,161 shares; 2025Q4: 4,959 shares 4,959 $522K 0.03% -202 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: not reported; 2025Q4: 1,710 shares 1,710 $510K 0.03% new Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,511 shares 32,511 $493K 0.03% new 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 4,106 shares 4,106 $490K 0.03% +4,028 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,728 shares; 2024Q4: 9,309 shares; 2025Q1: 5,205 shares; 2025Q2: 5,026 shares; 2025Q3: 5,150 shares; 2025Q4: 5,868 shares 5,868 $477K 0.03% +718 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: 1,010 shares; 2024Q4: 962 shares; 2025Q1: 979 shares; 2025Q2: 995 shares; 2025Q3: 1,033 shares; 2025Q4: 1,012 shares 1,012 $471K 0.03% -21 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: 14,925 shares; 2024Q4: 8,426 shares; 2025Q1: 8,204 shares; 2025Q2: 8,204 shares; 2025Q3: 8,706 shares; 2025Q4: 8,805 shares 8,805 $470K 0.03% +99 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: 344 shares; 2024Q4: 315 shares; 2025Q1: 299 shares; 2025Q2: 658 shares; 2025Q3: 683 shares; 2025Q4: 3,060 shares 3,060 $469K 0.03% +2,377 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,330 shares; 2024Q4: 14,330 shares; 2025Q1: 14,330 shares; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 10,040 shares 10,040 $468K 0.03% -4,290 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: 1,565 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,469 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares 1,446 $467K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 10,341 shares; 2025Q1: 9,432 shares; 2025Q2: 9,337 shares; 2025Q3: 9,807 shares; 2025Q4: 9,585 shares 9,585 $449K 0.02% -222 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares; 2025Q2: 3,430 shares; 2025Q3: 3,430 shares; 2025Q4: 3,430 shares 3,430 $446K 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: 19,744 shares; 2024Q4: 19,940 shares; 2025Q1: 15,500 shares; 2025Q2: 15,384 shares; 2025Q3: 15,806 shares; 2025Q4: 16,075 shares 16,075 $442K 0.02% +269 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 9,395 shares; 2025Q1: 9,379 shares; 2025Q2: 9,379 shares; 2025Q3: 9,379 shares; 2025Q4: 9,379 shares 9,379 $440K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,534 shares; 2025Q1: 5,504 shares; 2025Q2: 5,405 shares; 2025Q3: 5,565 shares; 2025Q4: 5,434 shares 5,434 $436K 0.02% -131 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: 8,075 shares; 2025Q1: 8,077 shares; 2025Q2: 10,668 shares; 2025Q3: 10,668 shares; 2025Q4: 10,718 shares 10,718 $434K 0.02% +50 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,139 shares; 2025Q1: 4,139 shares; 2025Q2: 4,139 shares; 2025Q3: 4,222 shares; 2025Q4: 4,139 shares 4,139 $431K 0.02% -83 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: 1,813 shares; 2024Q4: 1,783 shares; 2025Q1: 1,832 shares; 2025Q2: 1,785 shares; 2025Q3: 1,861 shares; 2025Q4: 1,892 shares 1,892 $431K 0.02% +31 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: 16,676 shares; 2024Q4: 1,842 shares; 2025Q1: 3,998 shares; 2025Q2: 3,954 shares; 2025Q3: 3,913 shares; 2025Q4: 3,358 shares 3,358 $428K 0.02% -555 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: 1,668 shares; 2024Q4: 1,050 shares; 2025Q1: 914 shares; 2025Q2: 706 shares; 2025Q3: 707 shares; 2025Q4: 745 shares 745 $427K 0.02% +38 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,998 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,998 shares; 2025Q4: 2,998 shares 2,998 $418K 0.02% 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: 229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 389 shares 389 $416K 0.02% -14 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,611 shares 3,611 $405K 0.02% new 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: 1,237 shares; 2024Q4: 1,177 shares; 2025Q1: 1,176 shares; 2025Q2: 950 shares; 2025Q3: 959 shares; 2025Q4: 949 shares 949 $405K 0.02% -10 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 1,962 shares; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 2,033 shares; 2025Q4: 2,030 shares 2,030 $396K 0.02% -3 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: 1,766 shares; 2024Q4: 1,703 shares; 2025Q1: 1,677 shares; 2025Q2: 1,694 shares; 2025Q3: 1,725 shares; 2025Q4: 1,718 shares 1,718 $393K 0.02% -7 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,852 shares; 2025Q3: 3,940 shares; 2025Q4: 3,852 shares 3,852 $393K 0.02% -88 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,155 shares; 2025Q1: 2,786 shares; 2025Q2: 2,285 shares; 2025Q3: 2,782 shares; 2025Q4: 2,667 shares 2,667 $383K 0.02% -115 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: 1,803 shares; 2024Q4: 1,732 shares; 2025Q1: 1,803 shares; 2025Q2: 1,658 shares; 2025Q3: 1,964 shares; 2025Q4: 1,439 shares 1,439 $381K 0.02% -525 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,137 shares; 2025Q3: 11,137 shares; 2025Q4: 11,137 shares 11,137 $379K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,235 shares; 2025Q1: 9,235 shares; 2025Q2: 9,132 shares; 2025Q3: 9,692 shares; 2025Q4: 9,771 shares 9,771 $375K 0.02% +79 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: 1,599 shares; 2024Q4: 1,489 shares; 2025Q1: 1,428 shares; 2025Q2: 1,000 shares; 2025Q3: 1,136 shares; 2025Q4: 1,065 shares 1,065 $374K 0.02% -71 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: 2,270 shares; 2024Q4: 1,846 shares; 2025Q1: not reported; 2025Q2: 1,488 shares; 2025Q3: 3,776 shares; 2025Q4: 2,097 shares 2,097 $372K 0.02% -1,679 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 1,261 shares 1,261 $363K 0.02% +1,155 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: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 1,891 shares 1,891 $362K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 362 shares; 2025Q1: 410 shares; 2025Q2: 375 shares; 2025Q3: 433 shares; 2025Q4: 3,850 shares 3,850 $361K 0.02% +3,417 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: 10,102 shares; 2024Q4: 9,937 shares; 2025Q1: 4,238 shares; 2025Q2: 3,913 shares; 2025Q3: 4,704 shares; 2025Q4: 4,565 shares 4,565 $352K 0.02% -139 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: 3,296 shares; 2024Q4: 3,224 shares; 2025Q1: 3,226 shares; 2025Q2: 3,216 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares 3,180 $350K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,278 shares; 2025Q4: 9,454 shares 9,454 $349K 0.02% -824 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,877 shares; 2025Q3: 2,062 shares; 2025Q4: 2,081 shares 2,081 $349K 0.02% +19 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 949 shares; 2025Q1: 1,064 shares; 2025Q2: 911 shares; 2025Q3: 1,028 shares; 2025Q4: 966 shares 966 $341K 0.02% -62 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,014 shares; 2025Q1: 1,084 shares; 2025Q2: 923 shares; 2025Q3: 1,173 shares; 2025Q4: 1,024 shares 1,024 $338K 0.02% -149 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 2,884 shares; 2025Q3: 3,589 shares; 2025Q4: 3,589 shares 3,589 $338K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,626 shares; 2025Q2: 974 shares; 2025Q3: 1,063 shares; 2025Q4: 1,078 shares 1,078 $328K 0.02% +15 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: 11,503 shares; 2024Q4: not reported; 2025Q1: 4,119 shares; 2025Q2: 4,219 shares; 2025Q3: 4,219 shares; 2025Q4: 3,384 shares 3,384 $322K 0.02% -835 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,615 shares; 2025Q4: 1,624 shares 1,624 $317K 0.02% +9 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares 4,440 $313K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares 2,600 $306K 0.02% new 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: 1,205 shares; 2024Q4: 1,077 shares; 2025Q1: 563 shares; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: 629 shares 629 $302K 0.02% 0 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: 4,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares 4,637 $301K 0.02% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,811 shares; 2025Q3: 2,811 shares; 2025Q4: 2,842 shares 2,842 $292K 0.02% +31 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,224 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,282 shares 10,282 $288K 0.02% +282 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,854 shares; 2025Q4: 9,854 shares 9,854 $287K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 8,272 shares; 2025Q1: 8,480 shares; 2025Q2: 8,272 shares; 2025Q3: 8,272 shares; 2025Q4: 8,182 shares 8,182 $284K 0.02% -90 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: 7,480 shares; 2024Q4: 7,436 shares; 2025Q1: 7,100 shares; 2025Q2: 7,034 shares; 2025Q3: 7,787 shares; 2025Q4: 7,771 shares 7,771 $282K 0.02% -16 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL 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: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,354 shares 1,354 $278K 0.02% +15 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,095 shares 2,095 $275K 0.02% new Timeline ICLN ISHARES 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: 31,930 shares; 2024Q4: 31,930 shares; 2025Q1: 15,965 shares; 2025Q2: 16,601 shares; 2025Q3: 16,601 shares; 2025Q4: 16,601 shares 16,601 $273K 0.01% 0 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: 47,056 shares; 2024Q4: 48,993 shares; 2025Q1: 44,766 shares; 2025Q2: 45,190 shares; 2025Q3: 45,711 shares; 2025Q4: 20,310 shares 20,310 $266K 0.01% -25,401 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,422 shares; 2025Q2: 1,335 shares; 2025Q3: 1,395 shares; 2025Q4: 1,432 shares 1,432 $266K 0.01% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,355 shares 3,355 $261K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 5,236 shares; 2025Q1: 4,925 shares; 2025Q2: 4,836 shares; 2025Q3: 4,836 shares; 2025Q4: 4,780 shares 4,780 $258K 0.01% -56 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: 20,487 shares; 2025Q2: 20,487 shares; 2025Q3: 20,487 shares; 2025Q4: 20,487 shares 20,487 $255K 0.01% 0 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: 3,448 shares; 2024Q4: 3,494 shares; 2025Q1: 3,371 shares; 2025Q2: 3,382 shares; 2025Q3: 3,502 shares; 2025Q4: 3,418 shares 3,418 $251K 0.01% -84 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: 3,174 shares; 2024Q4: 2,919 shares; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares; 2025Q4: 3,249 shares 3,249 $250K 0.01% +330 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: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,451 shares; 2025Q4: 3,451 shares 3,451 $246K 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,285 shares 5,285 $246K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,317 shares; 2025Q1: 3,349 shares; 2025Q2: 2,947 shares; 2025Q3: 3,004 shares; 2025Q4: 2,979 shares 2,979 $244K 0.01% -25 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,319 shares 2,319 $244K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,973 shares 2,973 $241K 0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,981 shares 1,981 $240K 0.01% -16 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $240K 0.01% 0 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 1,535 shares 1,535 $238K 0.01% +1,175 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 6,915 shares; 2025Q1: 6,965 shares; 2025Q2: 7,017 shares; 2025Q3: 7,324 shares; 2025Q4: 7,380 shares 7,380 $237K 0.01% +56 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: 2,383 shares; 2024Q4: 1,875 shares; 2025Q1: 1,375 shares; 2025Q2: 1,264 shares; 2025Q3: 1,427 shares; 2025Q4: 1,371 shares 1,371 $235K 0.01% -56 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: 2,078 shares; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 1,985 shares 1,985 $233K 0.01% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,992 shares 3,992 $230K 0.01% new Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL 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: 7,101 shares 7,101 $227K 0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: 3,454 shares; 2025Q1: 3,060 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,669 shares 2,669 $225K 0.01% -331 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: not reported; 2024Q4: not reported; 2025Q1: 8,324 shares; 2025Q2: 7,322 shares; 2025Q3: 8,736 shares; 2025Q4: 8,889 shares 8,889 $221K 0.01% +153 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: 3,900 shares; 2024Q4: 3,590 shares; 2025Q1: 3,650 shares; 2025Q2: 3,030 shares; 2025Q3: not reported; 2025Q4: 4,330 shares 4,330 $220K 0.01% new 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: not reported; 2025Q4: 755 shares 755 $215K 0.01% new Timeline VDE 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 1,700 shares 1,700 $214K 0.01% +1,600 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: 1,764 shares; 2024Q4: 1,660 shares; 2025Q1: 1,688 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,313 shares 1,313 $214K 0.01% -286 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: 3,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,354 shares; 2025Q4: 3,627 shares 3,627 $213K 0.01% +273 Timeline SPHY 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: 8,895 shares 8,895 $211K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: 1,166 shares; 2025Q4: 445 shares 445 $209K 0.01% -721 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: 3,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,510 shares 4,510 $207K 0.01% new Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 13,034 shares; 2025Q1: 13,034 shares; 2025Q2: 13,034 shares; 2025Q3: 9,834 shares; 2025Q4: 9,834 shares 9,834 $205K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,110 shares; 2025Q1: 1,138 shares; 2025Q2: 1,136 shares; 2025Q3: 1,197 shares; 2025Q4: 581 shares 581 $204K 0.01% -616 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: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,699 shares 1,699 $195K 0.01% +263 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: 157 shares; 2024Q4: 157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,670 shares 3,670 $194K 0.01% new 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: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 3,085 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,528 shares 3,528 $193K 0.01% +433 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: 226 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,207 shares 2,207 $189K 0.01% +1 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,025 shares; 2025Q4: 1,184 shares 1,184 $185K 0.01% +159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares 1,300 $181K 0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,069 shares; 2025Q1: 1,072 shares; 2025Q2: 1,074 shares; 2025Q3: 1,077 shares; 2025Q4: 1,080 shares 1,080 $179K 0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 555 shares 555 $167K 0.01% new 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: 1,074 shares; 2024Q4: 1,075 shares; 2025Q1: 1,076 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,079 shares 1,079 $152K 0.01% +2 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares 950 $127K 0.01% new Timeline ARKF 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: 2,537 shares; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,537 shares; 2025Q3: 2,537 shares; 2025Q4: 2,537 shares 2,537 $121K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares 775 $120K 0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,790 shares 2,790 $119K 0.01% new Timeline VSGX 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: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,613 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares 1,635 $117K 0.01% 0 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: 1,106 shares; 2024Q4: 1,119 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares 537 $114K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440 shares 2,440 $111K 0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares 835 $102K 0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $97.1K 0.01% 0 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $90.4K <0.01% 0 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: 704 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 684 shares 684 $90K <0.01% +275 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $84.1K <0.01% 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: 386 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $66.4K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares 2,136 $58.6K <0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $58.1K <0.01% 0 Timeline IVVD INVIVYD INC More: the full row for INVIVYD 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: 23,094 shares; 2025Q2: 23,094 shares; 2025Q3: 23,094 shares; 2025Q4: 23,094 shares 23,094 $57K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $46.6K <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: 4,338 shares; 2024Q4: 4,338 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 305 shares 305 $43K <0.01% -18 Timeline ARKG 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: 1,099 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares 1,099 $31.8K <0.01% 0 Timeline MOO 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares 415 $30.2K <0.01% 0 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: 606 shares; 2024Q4: 2,563 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $27.3K <0.01% 0 Timeline IXC ISHARES 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: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares 617 $25.9K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 8,695 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $21.2K <0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,630 shares; 2024Q4: 12,630 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares; 2025Q4: 12,630 shares 12,630 $21.1K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $20.2K <0.01% 0 Timeline ACWX ISHARES 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: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares 286 $19.2K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 2,934 shares; 2025Q1: 2,544 shares; 2025Q2: 2,730 shares; 2025Q3: 2,544 shares; 2025Q4: 251 shares 251 $16.9K <0.01% -2,293 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: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares 152 $15.6K <0.01% 0 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: 65 shares; 2024Q4: 66 shares; 2025Q1: 64 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 66 shares 66 $13.8K <0.01% +1 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 400 shares 400 $12.4K <0.01% -300 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: 13,440 shares; 2024Q4: 13,440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 271 shares 271 $12.3K <0.01% 0 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $12.3K <0.01% 0 Timeline VLU 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: 57 shares 57 $12K <0.01% new 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares 68 $9.3K <0.01% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 3,083 shares; 2025Q4: 183 shares 183 $9.13K <0.01% -2,900 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares 79 $7.42K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 2,205 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $6.72K <0.01% 0 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: 651 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 94 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $6.21K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 991 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 73 shares 73 $6.18K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 4,501 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55 $5.64K <0.01% 0 Timeline DRIV 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: 156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 159 shares 159 $4.7K <0.01% 0 Timeline PGF 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: 241 shares; 2024Q4: 245 shares; 2025Q1: 248 shares; 2025Q2: 252 shares; 2025Q3: 256 shares; 2025Q4: 260 shares 260 $3.68K <0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares 45 $3.61K <0.01% new 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: 1,406 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares 106 $3.11K <0.01% 0 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: 25 shares 25 $3.05K <0.01% new Timeline SPAB 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: 116 shares 116 $2.99K <0.01% new Timeline ISTB ISHARES 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: 28 shares; 2025Q4: 28 shares 28 $1.36K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares 13 $1.07K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $98 <0.01% 0 Timeline