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: 1,935,921 shares; 2024Q4: 1,079,870 shares; 2025Q1: 2,087,173 shares; 2025Q2: 815,096 shares; 2025Q3: 769,341 shares; 2025Q4: 867,648 shares 867,648 $594M 22.14% +98,307 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,952,286 shares; 2024Q4: 2,474,288 shares; 2025Q1: 4,493,517 shares; 2025Q2: 2,618,804 shares; 2025Q3: 2,470,830 shares; 2025Q4: 2,899,929 shares 2,899,929 $170M 6.35% +429,099 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905,490 shares; 2024Q4: 2,267,240 shares; 2025Q1: 6,089,415 shares; 2025Q2: 3,190,737 shares; 2025Q3: 3,334,727 shares; 2025Q4: 3,442,271 shares 3,442,271 $142M 5.31% +107,544 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596,516 shares; 2024Q4: 2,195,128 shares; 2025Q1: 4,339,839 shares; 2025Q2: 2,278,484 shares; 2025Q3: 2,087,514 shares; 2025Q4: 2,114,082 shares 2,114,082 $142M 5.3% +26,568 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: 958,807 shares; 2024Q4: 654,868 shares; 2025Q1: 994,985 shares; 2025Q2: 816,725 shares; 2025Q3: 923,723 shares; 2025Q4: 1,290,115 shares 1,290,115 $132M 4.92% +366,392 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: 1,348,267 shares; 2024Q4: 806,119 shares; 2025Q1: 1,663,047 shares; 2025Q2: 662,810 shares; 2025Q3: 616,349 shares; 2025Q4: 609,367 shares 609,367 $116M 4.34% -6,982 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: 816,296 shares; 2024Q4: 519,543 shares; 2025Q1: 724,788 shares; 2025Q2: 202,662 shares; 2025Q3: 197,963 shares; 2025Q4: 182,948 shares 182,948 $115M 4.28% -15,015 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: 6,530,686 shares; 2024Q4: 3,566,652 shares; 2025Q1: 4,000,438 shares; 2025Q2: 1,449,780 shares; 2025Q3: 1,081,293 shares; 2025Q4: 1,155,424 shares 1,155,424 $84M 3.13% +74,131 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: 2,409,575 shares; 2024Q4: 1,527,156 shares; 2025Q1: 2,420,527 shares; 2025Q2: 645,450 shares; 2025Q3: 586,353 shares; 2025Q4: 572,306 shares 572,306 $80.7M 3.01% -14,047 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: 1,261,536 shares; 2024Q4: 567,366 shares; 2025Q1: 1,023,999 shares; 2025Q2: 524,888 shares; 2025Q3: 571,851 shares; 2025Q4: 722,269 shares 722,269 $79.4M 2.96% +150,418 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: 875,843 shares; 2024Q4: 502,555 shares; 2025Q1: 1,168,032 shares; 2025Q2: 582,276 shares; 2025Q3: 526,649 shares; 2025Q4: 466,334 shares 466,334 $69.3M 2.58% -60,315 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: 221,011 shares; 2024Q4: 192,658 shares; 2025Q1: 344,447 shares; 2025Q2: 852,010 shares; 2025Q3: 698,646 shares; 2025Q4: 760,649 shares 760,649 $68M 2.54% +62,003 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560,617 shares; 2024Q4: 1,026,489 shares; 2025Q1: 1,735,374 shares; 2025Q2: 702,840 shares; 2025Q3: 691,554 shares; 2025Q4: 672,898 shares 672,898 $63.7M 2.37% -18,656 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,123 shares; 2024Q4: 566,767 shares; 2025Q1: 948,296 shares; 2025Q2: 396,173 shares; 2025Q3: 424,554 shares; 2025Q4: 500,192 shares 500,192 $48.1M 1.79% +75,638 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: 259,976 shares; 2024Q4: 93,021 shares; 2025Q1: 256,859 shares; 2025Q2: 385,120 shares; 2025Q3: 405,964 shares; 2025Q4: 288,213 shares 288,213 $40.8M 1.52% -117,751 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: 2,291,594 shares; 2024Q4: 1,950,914 shares; 2025Q1: 3,171,017 shares; 2025Q2: 1,338,032 shares; 2025Q3: 1,413,342 shares; 2025Q4: 1,563,807 shares 1,563,807 $39M 1.45% +150,465 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: 226,462 shares; 2024Q4: 113,436 shares; 2025Q1: 217,409 shares; 2025Q2: 56,706 shares; 2025Q3: 56,862 shares; 2025Q4: 57,015 shares 57,015 $38.9M 1.45% +153 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,231 shares; 2024Q4: not reported; 2025Q1: 88,464 shares; 2025Q2: 56,706 shares; 2025Q3: 56,862 shares; 2025Q4: 57,015 shares 57,015 $38.9M 1.45% +153 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038,227 shares; 2024Q4: 1,001,497 shares; 2025Q1: 647,546 shares; 2025Q2: 344,943 shares; 2025Q3: 326,064 shares; 2025Q4: 546,946 shares 546,946 $32.8M 1.22% +220,882 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,057 shares; 2024Q4: 42,088 shares; 2025Q1: 267,057 shares; 2025Q2: 349,933 shares; 2025Q3: 349,933 shares; 2025Q4: 376,393 shares 376,393 $30.6M 1.14% +26,460 SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827,447 shares; 2024Q4: 1,751,363 shares; 2025Q1: 1,536,118 shares; 2025Q2: 262,451 shares; 2025Q3: 311,037 shares; 2025Q4: 287,091 shares 287,091 $28.8M 1.07% -23,946 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906,594 shares; 2024Q4: 600,051 shares; 2025Q1: 839,585 shares; 2025Q2: 192,077 shares; 2025Q3: 285,493 shares; 2025Q4: 356,322 shares 356,322 $20M 0.75% +70,829 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004,811 shares; 2024Q4: 912,397 shares; 2025Q1: 1,353,974 shares; 2025Q2: 454,634 shares; 2025Q3: 436,920 shares; 2025Q4: 361,583 shares 361,583 $19.1M 0.71% -75,337 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,659 shares; 2024Q4: 354,351 shares; 2025Q1: 619,425 shares; 2025Q2: 327,359 shares; 2025Q3: 253,972 shares; 2025Q4: 212,681 shares 212,681 $17.2M 0.64% -41,291 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,578 shares; 2024Q4: not reported; 2025Q1: 366,467 shares; 2025Q2: 397,056 shares; 2025Q3: 421,211 shares; 2025Q4: 434,639 shares 434,639 $17.2M 0.64% +13,428 Timeline DXJ 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: 334,256 shares; 2024Q4: 153,325 shares; 2025Q1: 280,853 shares; 2025Q2: 126,036 shares; 2025Q3: 118,241 shares; 2025Q4: 118,546 shares 118,546 $17.1M 0.64% +305 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,427 shares; 2024Q4: 24,372 shares; 2025Q1: 193,892 shares; 2025Q2: 157,870 shares; 2025Q3: 213,956 shares; 2025Q4: 159,194 shares 159,194 $17M 0.63% -54,762 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385,814 shares 385,814 $16M 0.6% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,230 shares; 2024Q4: not reported; 2025Q1: 144,494 shares; 2025Q2: 145,718 shares; 2025Q3: 146,916 shares; 2025Q4: 296,295 shares 296,295 $13.2M 0.49% +149,379 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: 251,006 shares; 2024Q4: 115,159 shares; 2025Q1: 257,341 shares; 2025Q2: 138,725 shares; 2025Q3: 141,786 shares; 2025Q4: 143,402 shares 143,402 $12.7M 0.47% +1,616 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: 546,304 shares; 2024Q4: 153,312 shares; 2025Q1: 559,637 shares; 2025Q2: 406,326 shares; 2025Q3: 406,326 shares; 2025Q4: 320,043 shares 320,043 $12.3M 0.46% -86,283 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,048 shares; 2024Q4: 508,437 shares; 2025Q1: 590,499 shares; 2025Q2: 294,974 shares; 2025Q3: 161,239 shares; 2025Q4: 118,527 shares 118,527 $11.8M 0.44% -42,712 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: 35,305 shares; 2024Q4: 5,858 shares; 2025Q1: 35,654 shares; 2025Q2: 29,690 shares; 2025Q3: 29,764 shares; 2025Q4: 29,847 shares 29,847 $11.5M 0.43% +83 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340,560 shares; 2025Q3: 130,751 shares; 2025Q4: 119,137 shares 119,137 $11.4M 0.43% -11,614 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,396 shares; 2024Q4: 138,580 shares; 2025Q1: 278,280 shares; 2025Q2: 113,810 shares; 2025Q3: 114,119 shares; 2025Q4: 114,466 shares 114,466 $11.4M 0.42% +347 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,705 shares; 2025Q3: 105,340 shares; 2025Q4: 105,340 shares 105,340 $10.1M 0.38% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,555 shares; 2024Q4: 164,071 shares; 2025Q1: 330,341 shares; 2025Q2: 167,230 shares; 2025Q3: 167,230 shares; 2025Q4: 168,407 shares 168,407 $10.1M 0.38% +1,177 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715,964 shares; 2024Q4: 850,775 shares; 2025Q1: 1,228,973 shares; 2025Q2: 498,961 shares; 2025Q3: 504,949 shares; 2025Q4: 258,826 shares 258,826 $9.68M 0.36% -246,123 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: 36,347 shares; 2024Q4: 38,608 shares; 2025Q1: 62,911 shares; 2025Q2: 26,595 shares; 2025Q3: 34,255 shares; 2025Q4: 37,199 shares 37,199 $9.16M 0.34% +2,944 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,477 shares; 2024Q4: 266,643 shares; 2025Q1: 348,651 shares; 2025Q2: 104,613 shares; 2025Q3: 91,729 shares; 2025Q4: 106,376 shares 106,376 $8.81M 0.33% +14,647 Timeline ISRA 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: 143,407 shares; 2024Q4: 145,123 shares; 2025Q1: 290,246 shares; 2025Q2: 145,123 shares; 2025Q3: 145,123 shares; 2025Q4: 147,257 shares 147,257 $8.66M 0.32% +2,134 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,720 shares; 2024Q4: 30,504 shares; 2025Q1: 226,059 shares; 2025Q2: 152,638 shares; 2025Q3: 143,246 shares; 2025Q4: 175,554 shares 175,554 $8.45M 0.31% +32,308 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334,628 shares; 2024Q4: 2,162,143 shares; 2025Q1: 2,812,458 shares; 2025Q2: 123,000 shares; 2025Q3: 78,679 shares; 2025Q4: 82,502 shares 82,502 $7.54M 0.28% +3,823 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: 18,842 shares; 2024Q4: not reported; 2025Q1: 18,215 shares; 2025Q2: 16,878 shares; 2025Q3: 17,053 shares; 2025Q4: 15,328 shares 15,328 $7.41M 0.28% -1,725 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: 17,852 shares; 2024Q4: 9,116 shares; 2025Q1: 20,142 shares; 2025Q2: 10,922 shares; 2025Q3: 11,090 shares; 2025Q4: 11,106 shares 11,106 $6.82M 0.25% +16 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,969 shares; 2024Q4: 50,438 shares; 2025Q1: 120,599 shares; 2025Q2: 60,905 shares; 2025Q3: 61,490 shares; 2025Q4: 57,618 shares 57,618 $6.35M 0.24% -3,872 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,523 shares; 2024Q4: 17,986 shares; 2025Q1: 36,217 shares; 2025Q2: 18,213 shares; 2025Q3: 18,267 shares; 2025Q4: 18,369 shares 18,369 $6.16M 0.23% +102 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: not reported; 2024Q4: not reported; 2025Q1: 50,220 shares; 2025Q2: 28,448 shares; 2025Q3: 28,572 shares; 2025Q4: 31,350 shares 31,350 $6.01M 0.22% +2,778 Timeline EPP 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: 296,703 shares; 2024Q4: 135,331 shares; 2025Q1: 267,073 shares; 2025Q2: 138,569 shares; 2025Q3: 116,360 shares; 2025Q4: 118,784 shares 118,784 $6M 0.22% +2,424 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: 62,615 shares; 2024Q4: 26,385 shares; 2025Q1: 101,407 shares; 2025Q2: 29,658 shares; 2025Q3: 29,716 shares; 2025Q4: 29,789 shares 29,789 $5.92M 0.22% +73 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 9,237 shares; 2025Q1: 19,235 shares; 2025Q2: 9,855 shares; 2025Q3: 9,855 shares; 2025Q4: 8,925 shares 8,925 $5.89M 0.22% -930 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: 65,947 shares; 2024Q4: 31,748 shares; 2025Q1: 59,259 shares; 2025Q2: 25,276 shares; 2025Q3: 25,276 shares; 2025Q4: 18,077 shares 18,077 $5.66M 0.21% -7,199 Timeline URTH 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: 105,621 shares; 2024Q4: 23,734 shares; 2025Q1: 175,970 shares; 2025Q2: 28,981 shares; 2025Q3: 28,943 shares; 2025Q4: 26,420 shares 26,420 $4.91M 0.18% -2,523 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: 24,620 shares; 2024Q4: 12,310 shares; 2025Q1: 24,620 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares; 2025Q4: 12,310 shares 12,310 $4.88M 0.18% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497,458 shares; 2024Q4: 1,158,679 shares; 2025Q1: 1,618,507 shares; 2025Q2: 133,464 shares; 2025Q3: 109,234 shares; 2025Q4: 111,806 shares 111,806 $4.61M 0.17% +2,572 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 769 shares; 2025Q2: 9,296 shares; 2025Q3: 9,599 shares; 2025Q4: 10,698 shares 10,698 $4.56M 0.17% +1,099 MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,623 shares 20,623 $4.48M 0.17% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,139 shares; 2024Q4: 15,985 shares; 2025Q1: 30,226 shares; 2025Q2: 13,075 shares; 2025Q3: 13,075 shares; 2025Q4: 16,907 shares 16,907 $4.48M 0.17% +3,832 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: 19,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,306 shares; 2025Q4: 81,461 shares 81,461 $4.46M 0.17% +1,155 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,202 shares 18,202 $4.41M 0.16% new 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: not reported; 2024Q4: 16,921 shares; 2025Q1: 32,501 shares; 2025Q2: 14,363 shares; 2025Q3: 14,364 shares; 2025Q4: 12,356 shares 12,356 $4.33M 0.16% -2,008 Timeline NVSEF NOVARTIS AG-REG More: the full row for NOVARTIS AG-REG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,696 shares; 2024Q4: not reported; 2025Q1: 46,107 shares; 2025Q2: 42,461 shares; 2025Q3: 42,461 shares; 2025Q4: 31,324 shares 31,324 $4.32M 0.16% -11,137 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,093 shares; 2025Q3: 53,093 shares; 2025Q4: 43,137 shares 43,137 $4.31M 0.16% -9,956 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: 170,975 shares; 2024Q4: 88,770 shares; 2025Q1: 167,419 shares; 2025Q2: 72,210 shares; 2025Q3: 72,210 shares; 2025Q4: 78,972 shares 78,972 $4.26M 0.16% +6,762 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: 58,481 shares; 2024Q4: 28,932 shares; 2025Q1: 52,823 shares; 2025Q2: 21,935 shares; 2025Q3: 21,935 shares; 2025Q4: 14,007 shares 14,007 $4.26M 0.16% -7,928 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,402 shares; 2024Q4: not reported; 2025Q1: 163,778 shares; 2025Q2: 150,884 shares; 2025Q3: 150,884 shares; 2025Q4: 159,129 shares 159,129 $4.16M 0.15% +8,245 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 4,288 shares; 2025Q1: 8,241 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,097 shares 3,097 $4.12M 0.15% -551 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,158 shares; 2025Q4: 7,809 shares 7,809 $4.08M 0.15% +651 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,364 shares; 2025Q2: 30,404 shares; 2025Q3: 30,404 shares; 2025Q4: 24,959 shares 24,959 $4.04M 0.15% -5,445 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,135 shares; 2024Q4: 18,565 shares; 2025Q1: 35,650 shares; 2025Q2: 15,741 shares; 2025Q3: 15,741 shares; 2025Q4: 14,099 shares 14,099 $4.02M 0.15% -1,642 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,053 shares; 2025Q4: 13,757 shares 13,757 $3.95M 0.15% -4,296 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,492 shares; 2024Q4: not reported; 2025Q1: 48,649 shares; 2025Q2: 39,385 shares; 2025Q3: 39,623 shares; 2025Q4: 42,905 shares 42,905 $3.88M 0.14% +3,282 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,022 shares; 2025Q4: 4,782 shares 4,782 $3.87M 0.14% -240 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,197 shares; 2025Q3: 9,197 shares; 2025Q4: 8,402 shares 8,402 $3.81M 0.14% -795 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,230 shares; 2025Q1: 145,787 shares; 2025Q2: 63,878 shares; 2025Q3: 63,878 shares; 2025Q4: 53,939 shares 53,939 $3.68M 0.14% -9,939 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: not reported; 2024Q4: 11,531 shares; 2025Q1: 22,477 shares; 2025Q2: 9,328 shares; 2025Q3: 9,328 shares; 2025Q4: 7,843 shares 7,843 $3.65M 0.14% -1,485 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,091 shares; 2024Q4: 547,958 shares; 2025Q1: 583,245 shares; 2025Q2: 23,873 shares; 2025Q3: 23,933 shares; 2025Q4: 24,006 shares 24,006 $3.58M 0.13% +73 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: not reported; 2024Q4: not reported; 2025Q1: 23,606 shares; 2025Q2: 10,834 shares; 2025Q3: 16,249 shares; 2025Q4: 10,288 shares 10,288 $3.56M 0.13% -5,961 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,835 shares; 2025Q3: 17,835 shares; 2025Q4: 15,873 shares 15,873 $3.53M 0.13% -1,962 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: 32,800 shares; 2024Q4: not reported; 2025Q1: 13,525 shares; 2025Q2: 12,620 shares; 2025Q3: 12,423 shares; 2025Q4: 12,565 shares 12,565 $3.42M 0.13% +142 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: not reported; 2024Q4: not reported; 2025Q1: 91,634 shares; 2025Q2: 29,222 shares; 2025Q3: 30,632 shares; 2025Q4: 30,959 shares 30,959 $3.32M 0.12% +327 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,194 shares; 2024Q4: 84,622 shares; 2025Q1: 160,858 shares; 2025Q2: 90,998 shares; 2025Q3: 73,209 shares; 2025Q4: 65,740 shares 65,740 $3.16M 0.12% -7,469 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: 7,849 shares; 2024Q4: 2,618 shares; 2025Q1: 6,337 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 19,165 shares 19,165 $2.94M 0.11% +15,630 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: 33,271 shares; 2024Q4: not reported; 2025Q1: 29,005 shares; 2025Q2: 29,108 shares; 2025Q3: 29,220 shares; 2025Q4: 29,341 shares 29,341 $2.76M 0.1% +121 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: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 7,760 shares 7,760 $2.43M 0.09% +6,033 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,597 shares; 2024Q4: 8,121 shares; 2025Q1: 26,224 shares; 2025Q2: 57,514 shares; 2025Q3: 51,649 shares; 2025Q4: 48,597 shares 48,597 $2.4M 0.09% -3,052 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,980 shares; 2024Q4: 28,990 shares; 2025Q1: 57,980 shares; 2025Q2: 28,990 shares; 2025Q3: 28,990 shares; 2025Q4: 28,990 shares 28,990 $2.4M 0.09% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,400 shares; 2024Q4: 41,894 shares; 2025Q1: 83,788 shares; 2025Q2: 41,894 shares; 2025Q3: 41,894 shares; 2025Q4: 41,894 shares 41,894 $2.26M 0.08% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,927 shares; 2025Q1: 40,717 shares; 2025Q2: 17,252 shares; 2025Q3: 17,252 shares; 2025Q4: 13,816 shares 13,816 $2.08M 0.08% -3,436 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,937 shares; 2024Q4: not reported; 2025Q1: 6,359 shares; 2025Q2: 5,839 shares; 2025Q3: 5,839 shares; 2025Q4: 4,076 shares 4,076 $1.99M 0.07% -1,763 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,298 shares; 2024Q4: 4,309 shares; 2025Q1: 8,124 shares; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares; 2025Q4: 2,159 shares 2,159 $1.82M 0.07% -1,345 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,632 shares; 2024Q4: not reported; 2025Q1: 32,216 shares; 2025Q2: 29,579 shares; 2025Q3: 29,579 shares; 2025Q4: 18,253 shares 18,253 $1.8M 0.07% -11,326 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,441 shares; 2024Q4: not reported; 2025Q1: 142,441 shares; 2025Q2: 142,441 shares; 2025Q3: 218,359 shares; 2025Q4: 218,359 shares 218,359 $1.76M 0.07% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,626 shares; 2025Q3: 11,626 shares; 2025Q4: 13,547 shares 13,547 $1.75M 0.07% +1,921 Timeline IGIFF IGM FINANCIAL INC More: the full row for IGM FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,626 shares; 2025Q3: 11,626 shares; 2025Q4: 13,547 shares 13,547 $1.75M 0.07% +1,921 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: not reported; 2025Q1: 23,936 shares; 2025Q2: 10,360 shares; 2025Q3: 10,360 shares; 2025Q4: 5,744 shares 5,744 $1.75M 0.07% -4,616 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,780 shares; 2024Q4: 46,890 shares; 2025Q1: 93,780 shares; 2025Q2: 46,890 shares; 2025Q3: 46,890 shares; 2025Q4: 46,890 shares 46,890 $1.6M 0.06% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 12,358 shares; 2025Q1: 24,850 shares; 2025Q2: 12,534 shares; 2025Q3: 12,644 shares; 2025Q4: 12,797 shares 12,797 $1.53M 0.06% +153 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 7,200 shares; 2025Q1: 14,400 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares 7,200 $1.48M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 31,682 shares; 2025Q2: 17,823 shares; 2025Q3: 15,178 shares; 2025Q4: 15,239 shares 15,239 $1.47M 0.05% +61 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS 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: 180,445 shares 180,445 $1.45M 0.05% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares; 2025Q4: 13,169 shares 13,169 $1.39M 0.05% +7,044 Timeline TIPX 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: 72,114 shares 72,114 $1.38M 0.05% new Timeline VNQI 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: 37,411 shares; 2024Q4: 9,213 shares; 2025Q1: 39,710 shares; 2025Q2: 21,861 shares; 2025Q3: 22,943 shares; 2025Q4: 28,136 shares 28,136 $1.29M 0.05% +5,193 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: 3,183 shares; 2025Q3: 3,189 shares; 2025Q4: 4,016 shares 4,016 $1.21M 0.05% +827 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: 27,187 shares; 2024Q4: 13,669 shares; 2025Q1: 27,446 shares; 2025Q2: not reported; 2025Q3: 4,361 shares; 2025Q4: 5,332 shares 5,332 $1.13M 0.04% +971 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: 3,569 shares; 2024Q4: not reported; 2025Q1: 5,052 shares; 2025Q2: 5,052 shares; 2025Q3: 5,073 shares; 2025Q4: 5,114 shares 5,114 $1.12M 0.04% +41 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,669 shares; 2024Q4: 96,583 shares; 2025Q1: 140,611 shares; 2025Q2: 29,769 shares; 2025Q3: 24,734 shares; 2025Q4: 25,206 shares 25,206 $1.11M 0.04% +472 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: not reported; 2025Q1: 7,391 shares; 2025Q2: 7,391 shares; 2025Q3: 7,391 shares; 2025Q4: 7,391 shares 7,391 $1.07M 0.04% 0 NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,788 shares; 2024Q4: not reported; 2025Q1: 67,788 shares; 2025Q2: 67,788 shares; 2025Q3: 67,788 shares; 2025Q4: 58,993 shares 58,993 $988K 0.04% -8,795 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,546 shares; 2024Q4: 40,282 shares; 2025Q1: 82,637 shares; 2025Q2: 42,373 shares; 2025Q3: 43,375 shares; 2025Q4: 44,466 shares 44,466 $851K 0.03% +1,091 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: 13,868 shares; 2024Q4: 6,934 shares; 2025Q1: 13,868 shares; 2025Q2: 6,934 shares; 2025Q3: 6,934 shares; 2025Q4: 6,934 shares 6,934 $845K 0.03% 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: 58,180 shares; 2024Q4: 42,607 shares; 2025Q1: 54,830 shares; 2025Q2: 12,398 shares; 2025Q3: 12,398 shares; 2025Q4: 12,594 shares 12,594 $845K 0.03% +196 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,546 shares; 2025Q2: 12,479 shares; 2025Q3: 12,479 shares; 2025Q4: 12,749 shares 12,749 $663K 0.02% +270 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,429 shares; 2024Q4: 22,714 shares; 2025Q1: 45,429 shares; 2025Q2: 22,714 shares; 2025Q3: 22,714 shares; 2025Q4: 22,714 shares 22,714 $651K 0.02% 0 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: 4,041 shares; 2024Q4: not reported; 2025Q1: 4,051 shares; 2025Q2: 4,176 shares; 2025Q3: 4,181 shares; 2025Q4: 4,189 shares 4,189 $646K 0.02% +8 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,274 shares; 2024Q4: 17,137 shares; 2025Q1: 34,274 shares; 2025Q2: 17,137 shares; 2025Q3: 17,137 shares; 2025Q4: 17,137 shares 17,137 $629K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares 2,254 $621K 0.02% 0 Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares 2,254 $621K 0.02% 0 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,209 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,204 shares 1,204 $615K 0.02% -125 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: 773 shares; 2024Q4: not reported; 2025Q1: 751 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 6,460 shares 6,460 $606K 0.02% +5,734 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: not reported; 2024Q4: not reported; 2025Q1: 7,813 shares; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares; 2025Q4: 7,310 shares 7,310 $594K 0.02% -1,478 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,668 shares 7,668 $498K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,208 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares; 2025Q4: 3,581 shares 3,581 $475K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 4,543 shares; 2025Q1: 9,086 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares 4,543 $473K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares 1,212 $472K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,838 shares; 2025Q3: 3,281 shares; 2025Q4: 2,820 shares 2,820 $457K 0.02% -461 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: 12,647 shares; 2024Q4: 6,324 shares; 2025Q1: 12,647 shares; 2025Q2: 6,324 shares; 2025Q3: 6,324 shares; 2025Q4: 6,324 shares 6,324 $452K 0.02% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL 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: 8,105 shares; 2025Q2: 8,733 shares; 2025Q3: 10,507 shares; 2025Q4: 10,507 shares 10,507 $451K 0.02% 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: 76,489 shares; 2024Q4: 95,221 shares; 2025Q1: 122,847 shares; 2025Q2: 7,825 shares; 2025Q3: 7,865 shares; 2025Q4: 8,017 shares 8,017 $431K 0.02% +152 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,801 shares; 2025Q2: 26,066 shares; 2025Q3: 26,066 shares; 2025Q4: 26,066 shares 26,066 $419K 0.02% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 11,000 shares 11,000 $415K 0.02% -5,000 Timeline SAFRF SAFRAN SA More: the full row for SAFRAN SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares 1,158 $404K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,998 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $395K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: not reported; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,738 shares 1,738 $393K 0.01% -120 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,609 shares; 2025Q2: 1,681 shares; 2025Q3: 2,095 shares; 2025Q4: 1,836 shares 1,836 $389K 0.01% -259 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,112 shares; 2025Q4: 10,112 shares 10,112 $388K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,211 shares; 2025Q4: 5,211 shares 5,211 $385K 0.01% 0 Timeline IBBQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,833 shares; 2024Q4: 12,917 shares; 2025Q1: 25,833 shares; 2025Q2: 12,917 shares; 2025Q3: 12,917 shares; 2025Q4: 12,917 shares 12,917 $367K 0.01% 0 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: not reported; 2025Q1: 15,384 shares; 2025Q2: 15,384 shares; 2025Q3: 15,384 shares; 2025Q4: 15,384 shares 15,384 $360K 0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 2,697 shares 2,697 $335K 0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 1,254 shares 1,254 $328K 0.01% new 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: 117,451 shares; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares 2,529 $322K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 978 shares 978 $312K 0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: not reported; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares 1,529 $307K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,432 shares; 2025Q3: 2,432 shares; 2025Q4: 2,432 shares 2,432 $284K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,795 shares; 2025Q3: 2,219 shares; 2025Q4: 1,224 shares 1,224 $269K 0.01% -995 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,384 shares; 2024Q4: 112,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,509 shares; 2025Q4: 3,509 shares 3,509 $256K 0.01% 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: 2,407 shares; 2024Q4: not reported; 2025Q1: 2,424 shares; 2025Q2: 2,435 shares; 2025Q3: 2,446 shares; 2025Q4: 2,455 shares 2,455 $252K 0.01% +9 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,147 shares; 2024Q4: not reported; 2025Q1: 13,147 shares; 2025Q2: 13,147 shares; 2025Q3: 13,147 shares; 2025Q4: 13,147 shares 13,147 $252K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $252K 0.01% new 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: 1,877 shares; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares 1,877 $251K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 3,063 shares 3,063 $250K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares 1,484 $239K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,283 shares; 2024Q4: 24,088 shares; 2025Q1: 27,250 shares; 2025Q2: 3,041 shares; 2025Q3: 2,835 shares; 2025Q4: 2,890 shares 2,890 $233K 0.01% +55 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: 459 shares; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 490 shares; 2025Q3: 459 shares; 2025Q4: 459 shares 459 $231K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares 1,254 $223K 0.01% 0 Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,845 shares; 2024Q4: 93,248 shares; 2025Q1: 254,845 shares; 2025Q2: 161,597 shares; 2025Q3: 161,597 shares; 2025Q4: 161,597 shares 161,597 $221K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 492 shares 492 $221K 0.01% -550 Timeline FC FRANKLIN COVEY CO More: the full row for FRANKLIN COVEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: not reported; 2025Q1: 11,924 shares; 2025Q2: 11,924 shares; 2025Q3: 11,924 shares; 2025Q4: 11,924 shares 11,924 $200K 0.01% 0 Timeline TEAD TEADS HLDG CO More: the full row for TEADS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,407 shares; 2024Q4: not reported; 2025Q1: 209,407 shares; 2025Q2: 209,407 shares; 2025Q3: 209,407 shares; 2025Q4: 209,407 shares 209,407 $147K 0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,000 shares 23,000 $146K 0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,322 shares; 2024Q4: 37,998 shares; 2025Q1: 92,322 shares; 2025Q2: 54,324 shares; 2025Q3: 41,326 shares; 2025Q4: 21,326 shares 21,326 $124K <0.01% -20,000 Timeline CANGO INC/KY - ADR CANGO INC/KY - ADR More: the full row for CANGO INC/KY - ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares 75,000 $112K <0.01% new BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $47K <0.01% new Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL 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: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 10,000 shares 10,000 $18.9K <0.01% -20,000 Timeline