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: 1,536,455 shares; 2024Q4: 1,506,931 shares; 2025Q1: 2,098,708 shares; 2025Q2: 3,199,109 shares; 2025Q3: 3,412,915 shares; 2025Q4: 4,905,406 shares 4,905,406 $490M 5.97% +1,492,491 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: 1,289,732 shares; 2024Q4: 1,254,866 shares; 2025Q1: 1,246,448 shares; 2025Q2: 1,192,935 shares; 2025Q3: 1,180,530 shares; 2025Q4: 1,113,796 shares 1,113,796 $373M 4.55% -66,734 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: 3,839,386 shares; 2024Q4: 11,136,452 shares; 2025Q1: 15,935,064 shares; 2025Q2: 11,090,995 shares; 2025Q3: 10,183,018 shares; 2025Q4: 10,005,831 shares 10,005,831 $269M 3.28% -177,187 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: 1,558,260 shares; 2024Q4: 1,555,823 shares; 2025Q1: 2,007,444 shares; 2025Q2: 1,566,681 shares; 2025Q3: 1,560,683 shares; 2025Q4: 1,547,706 shares 1,547,706 $230M 2.8% -12,977 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: 808,421 shares; 2024Q4: 815,335 shares; 2025Q1: 1,032,106 shares; 2025Q2: 800,659 shares; 2025Q3: 819,084 shares; 2025Q4: 803,181 shares 803,181 $218M 2.66% -15,903 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: 1,091,408 shares; 2024Q4: 1,111,482 shares; 2025Q1: 1,418,036 shares; 2025Q2: 1,154,222 shares; 2025Q3: 1,136,105 shares; 2025Q4: 1,121,227 shares 1,121,227 $209M 2.55% -14,878 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815,674 shares; 2024Q4: 806,825 shares; 2025Q1: 2,191,250 shares; 2025Q2: 2,086,490 shares; 2025Q3: 2,115,202 shares; 2025Q4: 2,038,194 shares 2,038,194 $170M 2.08% -77,008 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: 157,927 shares; 2024Q4: 203,159 shares; 2025Q1: 286,112 shares; 2025Q2: 219,209 shares; 2025Q3: 212,508 shares; 2025Q4: 236,187 shares 236,187 $162M 1.97% +23,679 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: 332,251 shares; 2024Q4: 338,433 shares; 2025Q1: 417,520 shares; 2025Q2: 325,731 shares; 2025Q3: 324,930 shares; 2025Q4: 331,452 shares 331,452 $160M 1.95% +6,522 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: 2,853,710 shares; 2024Q4: 5,621,313 shares; 2025Q1: 10,027,415 shares; 2025Q2: 6,553,549 shares; 2025Q3: 6,382,545 shares; 2025Q4: 5,833,417 shares 5,833,417 $140M 1.71% -549,128 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,832 shares; 2024Q4: 704,125 shares; 2025Q1: 1,008,304 shares; 2025Q2: 1,401,381 shares; 2025Q3: 1,393,857 shares; 2025Q4: 1,535,309 shares 1,535,309 $137M 1.67% +141,452 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: 737,124 shares; 2024Q4: 725,286 shares; 2025Q1: 982,415 shares; 2025Q2: 716,208 shares; 2025Q3: 721,058 shares; 2025Q4: 696,914 shares 696,914 $133M 1.62% -24,144 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: 242,195 shares; 2024Q4: 233,662 shares; 2025Q1: 277,385 shares; 2025Q2: 218,102 shares; 2025Q3: 215,544 shares; 2025Q4: 205,731 shares 205,731 $129M 1.57% -9,813 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: 237,073 shares; 2024Q4: 236,598 shares; 2025Q1: 279,953 shares; 2025Q2: 212,121 shares; 2025Q3: 210,308 shares; 2025Q4: 202,044 shares 202,044 $124M 1.51% -8,264 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: 525,823 shares; 2024Q4: 536,932 shares; 2025Q1: 637,717 shares; 2025Q2: 523,916 shares; 2025Q3: 525,074 shares; 2025Q4: 529,331 shares 529,331 $122M 1.49% +4,257 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: 327,900 shares; 2024Q4: 233,315 shares; 2025Q1: 229,900 shares; 2025Q2: 185,751 shares; 2025Q3: 161,471 shares; 2025Q4: 146,138 shares 146,138 $99.7M 1.21% -15,333 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,436 shares; 2024Q4: 1,320,908 shares; 2025Q1: 1,384,530 shares; 2025Q2: 1,274,541 shares; 2025Q3: 1,285,890 shares; 2025Q4: 1,324,196 shares 1,324,196 $98.1M 1.19% +38,306 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: 1,084,114 shares; 2024Q4: 1,119,827 shares; 2025Q1: 1,285,792 shares; 2025Q2: 1,127,400 shares; 2025Q3: 1,175,924 shares; 2025Q4: 1,155,197 shares 1,155,197 $97.8M 1.19% -20,727 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570,305 shares; 2024Q4: 1,511,839 shares; 2025Q1: not reported; 2025Q2: 1,540,491 shares; 2025Q3: 1,538,675 shares; 2025Q4: 1,272,001 shares 1,272,001 $96.4M 1.17% -266,674 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874,956 shares; 2024Q4: 1,975,205 shares; 2025Q1: 2,013,306 shares; 2025Q2: 1,984,644 shares; 2025Q3: 1,935,795 shares; 2025Q4: 1,911,373 shares 1,911,373 $96.1M 1.17% -24,422 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: 486,369 shares; 2024Q4: 475,731 shares; 2025Q1: 666,512 shares; 2025Q2: 464,670 shares; 2025Q3: 462,533 shares; 2025Q4: 483,014 shares 483,014 $95.9M 1.17% +20,481 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: 272,139 shares; 2024Q4: 270,201 shares; 2025Q1: 320,984 shares; 2025Q2: 275,036 shares; 2025Q3: 266,061 shares; 2025Q4: 264,656 shares 264,656 $91.6M 1.12% -1,405 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911,090 shares; 2024Q4: 889,325 shares; 2025Q1: 885,958 shares; 2025Q2: 855,227 shares; 2025Q3: 833,295 shares; 2025Q4: 784,680 shares 784,680 $89.2M 1.09% -48,615 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: 273,195 shares; 2024Q4: 265,187 shares; 2025Q1: 319,888 shares; 2025Q2: 260,079 shares; 2025Q3: 270,163 shares; 2025Q4: 270,832 shares 270,832 $84.8M 1.03% +669 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: 64,372 shares; 2024Q4: 60,893 shares; 2025Q1: 83,007 shares; 2025Q2: 64,204 shares; 2025Q3: 68,978 shares; 2025Q4: 70,722 shares 70,722 $76M 0.93% +1,744 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,474 shares; 2024Q4: 321,569 shares; 2025Q1: 350,962 shares; 2025Q2: 337,161 shares; 2025Q3: 301,428 shares; 2025Q4: 182,928 shares 182,928 $75.5M 0.92% -118,500 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: 969,484 shares; 2024Q4: 956,543 shares; 2025Q1: 1,233,627 shares; 2025Q2: 1,078,386 shares; 2025Q3: 1,056,136 shares; 2025Q4: 727,507 shares 727,507 $74.2M 0.9% -328,629 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: 593,569 shares; 2024Q4: 597,523 shares; 2025Q1: 637,399 shares; 2025Q2: 563,950 shares; 2025Q3: 587,138 shares; 2025Q4: 644,467 shares 644,467 $69M 0.84% +57,329 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914,870 shares; 2024Q4: 2,448,299 shares; 2025Q1: 3,459,499 shares; 2025Q2: 1,373,413 shares; 2025Q3: 1,434,353 shares; 2025Q4: 1,467,742 shares 1,467,742 $67.8M 0.83% +33,389 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: 202,723 shares; 2024Q4: 213,444 shares; 2025Q1: 294,703 shares; 2025Q2: 221,090 shares; 2025Q3: 216,535 shares; 2025Q4: 210,862 shares 210,862 $66.2M 0.81% -5,673 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: 113,028 shares; 2024Q4: 121,248 shares; 2025Q1: 158,602 shares; 2025Q2: 117,335 shares; 2025Q3: 123,476 shares; 2025Q4: 127,473 shares 127,473 $64.1M 0.78% +3,997 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: 558,174 shares; 2024Q4: 560,069 shares; 2025Q1: 709,393 shares; 2025Q2: 579,896 shares; 2025Q3: 587,231 shares; 2025Q4: 571,497 shares 571,497 $63.7M 0.78% -15,734 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: 635,309 shares; 2024Q4: 628,960 shares; 2025Q1: 839,827 shares; 2025Q2: 682,883 shares; 2025Q3: 692,611 shares; 2025Q4: 696,351 shares 696,351 $62.3M 0.76% +3,740 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204,043 shares; 2024Q4: 1,239,395 shares; 2025Q1: 1,265,818 shares; 2025Q2: 1,218,267 shares; 2025Q3: 1,242,993 shares; 2025Q4: 1,281,859 shares 1,281,859 $61.9M 0.75% +38,866 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: 749,414 shares; 2024Q4: 744,770 shares; 2025Q1: 737,224 shares; 2025Q2: 715,865 shares; 2025Q3: 707,468 shares; 2025Q4: 675,459 shares 675,459 $61.1M 0.74% -32,009 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,029 shares; 2024Q4: 18,597 shares; 2025Q1: 24,290 shares; 2025Q2: 936,819 shares; 2025Q3: 1,046,655 shares; 2025Q4: 1,044,278 shares 1,044,278 $58.3M 0.71% -2,377 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: 8,735 shares; 2024Q4: 8,834 shares; 2025Q1: 23,826 shares; 2025Q2: 7,978 shares; 2025Q3: 7,728 shares; 2025Q4: 595,881 shares 595,881 $57.2M 0.7% +588,153 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,401 shares; 2024Q4: 748,125 shares; 2025Q1: 832,842 shares; 2025Q2: 707,235 shares; 2025Q3: 749,856 shares; 2025Q4: 722,408 shares 722,408 $56.9M 0.69% -27,448 Timeline SCHP 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: 976,331 shares; 2024Q4: 2,020,567 shares; 2025Q1: 2,150,883 shares; 2025Q2: 2,009,989 shares; 2025Q3: 2,056,282 shares; 2025Q4: 2,141,039 shares 2,141,039 $56.7M 0.69% +84,757 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: 73,750 shares; 2024Q4: 74,860 shares; 2025Q1: 98,210 shares; 2025Q2: 76,441 shares; 2025Q3: 81,981 shares; 2025Q4: 84,327 shares 84,327 $55.7M 0.68% +2,346 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: 493,267 shares; 2024Q4: 1,905,763 shares; 2025Q1: 2,780,742 shares; 2025Q2: 1,787,599 shares; 2025Q3: 1,604,808 shares; 2025Q4: 1,540,446 shares 1,540,446 $50.2M 0.61% -64,362 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,723 shares; 2024Q4: 2,090,777 shares; 2025Q1: 2,972,884 shares; 2025Q2: 2,066,956 shares; 2025Q3: 1,968,099 shares; 2025Q4: 1,644,012 shares 1,644,012 $49.4M 0.6% -324,087 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: 149,919 shares; 2024Q4: 166,811 shares; 2025Q1: 208,395 shares; 2025Q2: 160,923 shares; 2025Q3: 145,699 shares; 2025Q4: 146,075 shares 146,075 $47.1M 0.57% +376 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: 307,449 shares; 2024Q4: 320,030 shares; 2025Q1: 334,190 shares; 2025Q2: 273,639 shares; 2025Q3: 261,684 shares; 2025Q4: 238,647 shares 238,647 $42.4M 0.52% -23,037 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: 188,000 shares; 2024Q4: 186,109 shares; 2025Q1: 205,386 shares; 2025Q2: 182,703 shares; 2025Q3: 182,879 shares; 2025Q4: 188,762 shares 188,762 $41.5M 0.51% +5,883 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: 106,983 shares; 2024Q4: 111,189 shares; 2025Q1: 141,850 shares; 2025Q2: 112,498 shares; 2025Q3: 117,918 shares; 2025Q4: 119,043 shares 119,043 $41M 0.5% +1,125 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: 45,777 shares; 2024Q4: 46,633 shares; 2025Q1: 56,353 shares; 2025Q2: 44,893 shares; 2025Q3: 45,722 shares; 2025Q4: 45,728 shares 45,728 $39.4M 0.48% +6 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: 980,014 shares; 2024Q4: 1,006,844 shares; 2025Q1: 1,043,564 shares; 2025Q2: 990,338 shares; 2025Q3: 1,002,331 shares; 2025Q4: 1,027,420 shares 1,027,420 $38.4M 0.47% +25,089 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: 74,669 shares; 2024Q4: 72,272 shares; 2025Q1: 91,534 shares; 2025Q2: 75,600 shares; 2025Q3: 79,767 shares; 2025Q4: 83,695 shares 83,695 $37.6M 0.46% +3,928 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296,440 shares; 2024Q4: 6,195,577 shares; 2025Q1: 5,984,198 shares; 2025Q2: 2,036,185 shares; 2025Q3: 1,903,120 shares; 2025Q4: 1,584,253 shares 1,584,253 $36.5M 0.44% -318,867 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: 328,379 shares; 2024Q4: 325,065 shares; 2025Q1: 427,395 shares; 2025Q2: 291,609 shares; 2025Q3: 304,799 shares; 2025Q4: 295,703 shares 295,703 $35.6M 0.43% -9,096 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: 104,515 shares; 2024Q4: 105,657 shares; 2025Q1: 140,379 shares; 2025Q2: 97,577 shares; 2025Q3: 97,563 shares; 2025Q4: 97,535 shares 97,535 $34.2M 0.42% -28 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: 190,959 shares; 2024Q4: 189,166 shares; 2025Q1: 210,539 shares; 2025Q2: 179,418 shares; 2025Q3: 179,767 shares; 2025Q4: 178,753 shares 178,753 $32.8M 0.4% -1,014 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: 397,777 shares; 2024Q4: 387,304 shares; 2025Q1: 409,309 shares; 2025Q2: 369,145 shares; 2025Q3: 359,940 shares; 2025Q4: 349,943 shares 349,943 $31M 0.38% -9,997 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: 179,682 shares; 2024Q4: 197,060 shares; 2025Q1: 254,315 shares; 2025Q2: 256,033 shares; 2025Q3: 265,028 shares; 2025Q4: 289,510 shares 289,510 $29.6M 0.36% +24,482 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: 134,524 shares; 2024Q4: 126,820 shares; 2025Q1: 155,398 shares; 2025Q2: 124,831 shares; 2025Q3: 128,590 shares; 2025Q4: 129,618 shares 129,618 $29.6M 0.36% +1,028 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: 218,891 shares; 2024Q4: 253,104 shares; 2025Q1: 828,976 shares; 2025Q2: 544,773 shares; 2025Q3: 544,306 shares; 2025Q4: 554,652 shares 554,652 $29.3M 0.36% +10,346 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: 8,137 shares; 2024Q4: 27,733 shares; 2025Q1: 39,393 shares; 2025Q2: 38,543 shares; 2025Q3: 41,364 shares; 2025Q4: 43,311 shares 43,311 $28.3M 0.34% +1,947 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: 128,991 shares; 2024Q4: 138,167 shares; 2025Q1: 217,349 shares; 2025Q2: 221,596 shares; 2025Q3: 242,403 shares; 2025Q4: 256,364 shares 256,364 $28.2M 0.34% +13,961 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: 883,660 shares; 2024Q4: 914,556 shares; 2025Q1: 917,767 shares; 2025Q2: 879,739 shares; 2025Q3: 875,531 shares; 2025Q4: 860,897 shares 860,897 $28M 0.34% -14,634 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,578 shares; 2024Q4: 753,704 shares; 2025Q1: 928,205 shares; 2025Q2: 500,070 shares; 2025Q3: 509,651 shares; 2025Q4: 535,598 shares 535,598 $26.8M 0.33% +25,947 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: 15,645 shares; 2024Q4: 17,444 shares; 2025Q1: 22,053 shares; 2025Q2: 19,065 shares; 2025Q3: 20,046 shares; 2025Q4: 280,025 shares 280,025 $26.3M 0.32% +259,979 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: 185,178 shares; 2024Q4: 178,641 shares; 2025Q1: 225,770 shares; 2025Q2: 139,831 shares; 2025Q3: 123,863 shares; 2025Q4: 120,313 shares 120,313 $25.8M 0.31% -3,550 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: 74,262 shares; 2024Q4: 73,086 shares; 2025Q1: 75,384 shares; 2025Q2: 77,845 shares; 2025Q3: 83,438 shares; 2025Q4: 84,558 shares 84,558 $25.7M 0.31% +1,120 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,017 shares; 2024Q4: 306,634 shares; 2025Q1: 305,755 shares; 2025Q2: 292,219 shares; 2025Q3: 285,856 shares; 2025Q4: 273,326 shares 273,326 $25.7M 0.31% -12,530 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: 209,426 shares; 2024Q4: 220,710 shares; 2025Q1: 256,157 shares; 2025Q2: 298,223 shares; 2025Q3: 309,211 shares; 2025Q4: 312,009 shares 312,009 $25.3M 0.31% +2,798 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: 54,200 shares; 2024Q4: 57,360 shares; 2025Q1: 72,010 shares; 2025Q2: 66,538 shares; 2025Q3: 68,933 shares; 2025Q4: 68,254 shares 68,254 $25.3M 0.31% -679 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,985 shares; 2024Q4: 217,218 shares; 2025Q1: 318,984 shares; 2025Q2: 233,236 shares; 2025Q3: 233,010 shares; 2025Q4: 231,958 shares 231,958 $24.7M 0.3% -1,052 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: 151,203 shares; 2024Q4: 156,209 shares; 2025Q1: 222,654 shares; 2025Q2: 166,753 shares; 2025Q3: 158,323 shares; 2025Q4: 162,592 shares 162,592 $23.3M 0.28% +4,269 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: 145,003 shares; 2024Q4: 145,990 shares; 2025Q1: 172,574 shares; 2025Q2: 140,367 shares; 2025Q3: 135,553 shares; 2025Q4: 142,807 shares 142,807 $21.8M 0.27% +7,254 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,141 shares; 2024Q4: 910,701 shares; 2025Q1: 1,563,008 shares; 2025Q2: 802,341 shares; 2025Q3: 777,108 shares; 2025Q4: 708,702 shares 708,702 $21M 0.26% -68,406 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: 57,322 shares; 2024Q4: 165,295 shares; 2025Q1: 370,093 shares; 2025Q2: 290,266 shares; 2025Q3: 257,150 shares; 2025Q4: 253,518 shares 253,518 $20.7M 0.25% -3,632 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: 48,320 shares; 2024Q4: 45,251 shares; 2025Q1: 89,186 shares; 2025Q2: 41,549 shares; 2025Q3: 41,749 shares; 2025Q4: 42,275 shares 42,275 $20.6M 0.25% +526 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 7,891 shares; 2025Q1: 32,604 shares; 2025Q2: 25,676 shares; 2025Q3: 33,657 shares; 2025Q4: 33,974 shares 33,974 $19.7M 0.24% +317 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,547 shares; 2024Q4: 150,945 shares; 2025Q1: 265,496 shares; 2025Q2: 255,747 shares; 2025Q3: 262,148 shares; 2025Q4: 272,582 shares 272,582 $19.3M 0.24% +10,434 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: 77,868 shares; 2024Q4: 73,814 shares; 2025Q1: 311,537 shares; 2025Q2: 443,464 shares; 2025Q3: 272,048 shares; 2025Q4: 195,185 shares 195,185 $18.8M 0.23% -76,863 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,109 shares; 2024Q4: 272,595 shares; 2025Q1: 309,435 shares; 2025Q2: 249,313 shares; 2025Q3: 250,068 shares; 2025Q4: 237,572 shares 237,572 $18.5M 0.23% -12,496 Timeline JEPQ 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: 357,569 shares; 2024Q4: 354,701 shares; 2025Q1: 367,326 shares; 2025Q2: 323,218 shares; 2025Q3: 318,206 shares; 2025Q4: 312,367 shares 312,367 $18.2M 0.22% -5,839 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: 143,587 shares; 2024Q4: 137,369 shares; 2025Q1: 107,035 shares; 2025Q2: 83,719 shares; 2025Q3: 84,956 shares; 2025Q4: 86,807 shares 86,807 $18M 0.22% +1,851 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,744 shares; 2024Q4: 34,567 shares; 2025Q1: 40,971 shares; 2025Q2: 37,027 shares; 2025Q3: 36,407 shares; 2025Q4: 37,929 shares 37,929 $18M 0.22% +1,522 Timeline QSIG 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: 230,535 shares; 2024Q4: 235,135 shares; 2025Q1: 316,415 shares; 2025Q2: 316,592 shares; 2025Q3: 325,847 shares; 2025Q4: 352,206 shares 352,206 $17.3M 0.21% +26,359 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,271 shares; 2024Q4: 36,263 shares; 2025Q1: 118,482 shares; 2025Q2: 73,527 shares; 2025Q3: 88,932 shares; 2025Q4: 92,391 shares 92,391 $17M 0.21% +3,459 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,530 shares; 2024Q4: 13,451 shares; 2025Q1: 426,216 shares; 2025Q2: 300,474 shares; 2025Q3: 299,212 shares; 2025Q4: 299,123 shares 299,123 $17M 0.21% -89 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: 34,885 shares; 2024Q4: 34,203 shares; 2025Q1: 61,689 shares; 2025Q2: 36,806 shares; 2025Q3: 29,904 shares; 2025Q4: 29,655 shares 29,655 $16.9M 0.21% -249 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: 15,208 shares; 2024Q4: 15,441 shares; 2025Q1: 23,810 shares; 2025Q2: 43,060 shares; 2025Q3: 46,199 shares; 2025Q4: 52,936 shares 52,936 $16.9M 0.21% +6,737 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,689 shares; 2024Q4: 406,563 shares; 2025Q1: 563,624 shares; 2025Q2: 353,940 shares; 2025Q3: 396,937 shares; 2025Q4: 424,183 shares 424,183 $16.8M 0.2% +27,246 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: 35,225 shares; 2024Q4: 37,256 shares; 2025Q1: 40,912 shares; 2025Q2: 41,355 shares; 2025Q3: 51,105 shares; 2025Q4: 53,639 shares 53,639 $16.5M 0.2% +2,534 Timeline BGIG 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: 95,039 shares; 2024Q4: 93,145 shares; 2025Q1: 76,547 shares; 2025Q2: 88,558 shares; 2025Q3: 88,584 shares; 2025Q4: 506,621 shares 506,621 $16.4M 0.2% +418,037 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: 160,672 shares; 2024Q4: 160,122 shares; 2025Q1: 244,803 shares; 2025Q2: 147,130 shares; 2025Q3: 144,862 shares; 2025Q4: 135,645 shares 135,645 $16.3M 0.2% -9,217 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,070 shares; 2025Q1: 17,040 shares; 2025Q2: 564,607 shares; 2025Q3: 590,871 shares; 2025Q4: 612,237 shares 612,237 $16.1M 0.2% +21,366 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: 29,069 shares; 2024Q4: 25,736 shares; 2025Q1: 29,982 shares; 2025Q2: 28,287 shares; 2025Q3: 25,547 shares; 2025Q4: 27,344 shares 27,344 $15.7M 0.19% +1,797 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,999 shares; 2024Q4: 17,469 shares; 2025Q1: 89,270 shares; 2025Q2: 53,052 shares; 2025Q3: 63,349 shares; 2025Q4: 67,690 shares 67,690 $15.7M 0.19% +4,341 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: 95,511 shares; 2024Q4: 96,462 shares; 2025Q1: 105,725 shares; 2025Q2: 134,037 shares; 2025Q3: 141,259 shares; 2025Q4: 146,677 shares 146,677 $15.7M 0.19% +5,418 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: 7,117 shares; 2024Q4: 6,814 shares; 2025Q1: 9,433 shares; 2025Q2: 6,613 shares; 2025Q3: 28,094 shares; 2025Q4: 29,348 shares 29,348 $15.3M 0.19% +1,254 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,324 shares; 2024Q4: 34,250 shares; 2025Q1: 48,627 shares; 2025Q2: 34,349 shares; 2025Q3: 31,871 shares; 2025Q4: 118,698 shares 118,698 $14.9M 0.18% +86,827 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: 56,373 shares; 2024Q4: 55,065 shares; 2025Q1: 77,323 shares; 2025Q2: 54,699 shares; 2025Q3: 54,882 shares; 2025Q4: 102,536 shares 102,536 $14.8M 0.18% +47,654 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839,122 shares; 2024Q4: 864,848 shares; 2025Q1: 919,592 shares; 2025Q2: 882,978 shares; 2025Q3: 902,766 shares; 2025Q4: 885,577 shares 885,577 $14.6M 0.18% -17,189 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: 2,001 shares; 2024Q4: 54,043 shares; 2025Q1: 68,840 shares; 2025Q2: 63,112 shares; 2025Q3: 68,019 shares; 2025Q4: 69,403 shares 69,403 $14.2M 0.17% +1,384 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,262 shares; 2024Q4: 548,859 shares; 2025Q1: 746,525 shares; 2025Q2: 536,870 shares; 2025Q3: 521,308 shares; 2025Q4: 498,581 shares 498,581 $14.2M 0.17% -22,727 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: 35,155 shares; 2025Q1: 47,978 shares; 2025Q2: 35,974 shares; 2025Q3: 100,289 shares; 2025Q4: 106,044 shares 106,044 $13.9M 0.17% +5,755 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 564,464 shares; 2025Q2: 363,126 shares; 2025Q3: 358,155 shares; 2025Q4: 367,737 shares 367,737 $13.9M 0.17% +9,582 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: 85,014 shares; 2024Q4: 89,865 shares; 2025Q1: 99,285 shares; 2025Q2: 88,409 shares; 2025Q3: 87,851 shares; 2025Q4: 89,382 shares 89,382 $13.8M 0.17% +1,531 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: 1,830,335 shares; 2024Q4: 628,710 shares; 2025Q1: 471,948 shares; 2025Q2: 360,693 shares; 2025Q3: 352,476 shares; 2025Q4: 327,606 shares 327,606 $13.5M 0.17% -24,870 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,178 shares; 2024Q4: 305,222 shares; 2025Q1: 411,143 shares; 2025Q2: 409,743 shares; 2025Q3: 426,229 shares; 2025Q4: 436,804 shares 436,804 $13.4M 0.16% +10,575 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,718 shares; 2024Q4: 38,445 shares; 2025Q1: 49,329 shares; 2025Q2: 46,930 shares; 2025Q3: 46,868 shares; 2025Q4: 48,212 shares 48,212 $13.4M 0.16% +1,344 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,681 shares; 2025Q1: 109,037 shares; 2025Q2: 101,784 shares; 2025Q3: 113,103 shares; 2025Q4: 117,871 shares 117,871 $13.3M 0.16% +4,768 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,153 shares; 2025Q3: 136,676 shares; 2025Q4: 189,475 shares 189,475 $13.2M 0.16% +52,799 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: 68,094 shares; 2024Q4: 42,209 shares; 2025Q1: 47,426 shares; 2025Q2: 39,090 shares; 2025Q3: 41,654 shares; 2025Q4: 42,884 shares 42,884 $13.1M 0.16% +1,230 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: 1,450 shares; 2024Q4: 1,072 shares; 2025Q1: 1,178 shares; 2025Q2: 1,058 shares; 2025Q3: 27,993 shares; 2025Q4: 27,436 shares 27,436 $12.9M 0.16% -557 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: 214,200 shares; 2024Q4: 203,219 shares; 2025Q1: 240,938 shares; 2025Q2: 190,282 shares; 2025Q3: 186,246 shares; 2025Q4: 187,738 shares 187,738 $12.6M 0.15% +1,492 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: 12,925 shares; 2024Q4: 13,576 shares; 2025Q1: 14,485 shares; 2025Q2: 13,244 shares; 2025Q3: 19,297 shares; 2025Q4: 81,880 shares 81,880 $12.5M 0.15% +62,583 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,036 shares; 2024Q4: 60,539 shares; 2025Q1: 97,807 shares; 2025Q2: 68,461 shares; 2025Q3: 54,592 shares; 2025Q4: 47,135 shares 47,135 $12.5M 0.15% -7,457 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,891 shares; 2024Q4: 214,699 shares; 2025Q1: 313,846 shares; 2025Q2: 241,612 shares; 2025Q3: 225,821 shares; 2025Q4: 246,557 shares 246,557 $12.5M 0.15% +20,736 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: 197,861 shares; 2024Q4: 192,772 shares; 2025Q1: 220,680 shares; 2025Q2: 199,831 shares; 2025Q3: 201,952 shares; 2025Q4: 221,769 shares 221,769 $12.2M 0.15% +19,817 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,858 shares; 2024Q4: 107,379 shares; 2025Q1: 160,628 shares; 2025Q2: 114,106 shares; 2025Q3: 116,385 shares; 2025Q4: 116,897 shares 116,897 $12.2M 0.15% +512 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: 36,052 shares; 2024Q4: 35,277 shares; 2025Q1: 49,207 shares; 2025Q2: 37,578 shares; 2025Q3: 38,178 shares; 2025Q4: 39,725 shares 39,725 $11.8M 0.14% +1,547 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,895 shares; 2024Q4: 160,402 shares; 2025Q1: 160,172 shares; 2025Q2: 163,593 shares; 2025Q3: 164,747 shares; 2025Q4: 151,159 shares 151,159 $11.4M 0.14% -13,588 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,377 shares; 2024Q4: 200,329 shares; 2025Q1: 651,257 shares; 2025Q2: 213,669 shares; 2025Q3: 204,409 shares; 2025Q4: 209,508 shares 209,508 $11.3M 0.14% +5,099 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: 9,980 shares; 2024Q4: 14,015 shares; 2025Q1: 14,874 shares; 2025Q2: 13,329 shares; 2025Q3: 13,119 shares; 2025Q4: 12,759 shares 12,759 $11.2M 0.14% -360 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 7,684 shares; 2025Q1: 9,276 shares; 2025Q2: 107,892 shares; 2025Q3: 107,952 shares; 2025Q4: 122,883 shares 122,883 $11.2M 0.14% +14,931 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: 113,396 shares; 2024Q4: 108,866 shares; 2025Q1: 107,905 shares; 2025Q2: 93,704 shares; 2025Q3: 87,243 shares; 2025Q4: 89,658 shares 89,658 $11.1M 0.13% +2,415 Timeline JNK 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: 127,210 shares; 2024Q4: 127,598 shares; 2025Q1: 158,030 shares; 2025Q2: 121,322 shares; 2025Q3: 123,567 shares; 2025Q4: 113,651 shares 113,651 $11M 0.13% -9,916 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: 55,020 shares; 2024Q4: 50,510 shares; 2025Q1: 57,738 shares; 2025Q2: 54,658 shares; 2025Q3: 52,193 shares; 2025Q4: 56,185 shares 56,185 $11M 0.13% +3,992 Timeline JPEM 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: 155,892 shares; 2024Q4: 156,677 shares; 2025Q1: 243,067 shares; 2025Q2: 173,935 shares; 2025Q3: 179,311 shares; 2025Q4: 179,244 shares 179,244 $10.9M 0.13% -67 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,203 shares; 2024Q4: 509,105 shares; 2025Q1: 936,022 shares; 2025Q2: 231,368 shares; 2025Q3: 200,323 shares; 2025Q4: 188,249 shares 188,249 $10.8M 0.13% -12,074 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: 26,147 shares; 2024Q4: 25,692 shares; 2025Q1: 54,402 shares; 2025Q2: 24,723 shares; 2025Q3: 24,985 shares; 2025Q4: 27,148 shares 27,148 $10.8M 0.13% +2,163 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,792 shares; 2024Q4: 305,102 shares; 2025Q1: 351,476 shares; 2025Q2: 253,667 shares; 2025Q3: 250,449 shares; 2025Q4: 222,619 shares 222,619 $10.7M 0.13% -27,830 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: 152,013 shares; 2024Q4: 421,532 shares; 2025Q1: 425,329 shares; 2025Q2: 413,848 shares; 2025Q3: 412,663 shares; 2025Q4: 406,173 shares 406,173 $10.7M 0.13% -6,490 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: 380,180 shares; 2024Q4: 371,422 shares; 2025Q1: 682,274 shares; 2025Q2: 348,518 shares; 2025Q3: 342,913 shares; 2025Q4: 324,351 shares 324,351 $10.6M 0.13% -18,562 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: 97,404 shares; 2024Q4: 98,765 shares; 2025Q1: 133,578 shares; 2025Q2: 115,795 shares; 2025Q3: 116,628 shares; 2025Q4: 109,275 shares 109,275 $10.5M 0.13% -7,353 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,149 shares; 2024Q4: 371,889 shares; 2025Q1: 471,521 shares; 2025Q2: 228,688 shares; 2025Q3: 224,480 shares; 2025Q4: 223,647 shares 223,647 $10.5M 0.13% -833 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: 163,936 shares; 2024Q4: 114,229 shares; 2025Q1: 124,345 shares; 2025Q2: 94,233 shares; 2025Q3: 85,522 shares; 2025Q4: 72,854 shares 72,854 $10.5M 0.13% -12,668 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: 135,549 shares; 2024Q4: 132,989 shares; 2025Q1: 162,588 shares; 2025Q2: 152,916 shares; 2025Q3: 146,564 shares; 2025Q4: 146,130 shares 146,130 $10.2M 0.12% -434 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,030 shares; 2024Q4: 121,516 shares; 2025Q1: 198,778 shares; 2025Q2: 179,379 shares; 2025Q3: 197,157 shares; 2025Q4: 215,677 shares 215,677 $9.93M 0.12% +18,520 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: 142,027 shares; 2024Q4: 144,649 shares; 2025Q1: 251,059 shares; 2025Q2: 140,004 shares; 2025Q3: 140,308 shares; 2025Q4: 149,926 shares 149,926 $9.9M 0.12% +9,618 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 499 shares; 2025Q1: 1,095 shares; 2025Q2: 639 shares; 2025Q3: 12,474 shares; 2025Q4: 12,783 shares 12,783 $9.87M 0.12% +309 Timeline PPH 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: 129,444 shares; 2024Q4: 126,798 shares; 2025Q1: 131,675 shares; 2025Q2: 96,870 shares; 2025Q3: 96,865 shares; 2025Q4: 94,123 shares 94,123 $9.71M 0.12% -2,742 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 34,097 shares; 2025Q1: 28,702 shares; 2025Q2: 31,588 shares; 2025Q3: 30,807 shares; 2025Q4: 30,797 shares 30,797 $9.55M 0.12% -10 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: 65,067 shares; 2024Q4: 66,429 shares; 2025Q1: 95,143 shares; 2025Q2: 67,137 shares; 2025Q3: 27,028 shares; 2025Q4: 28,610 shares 28,610 $9.44M 0.12% +1,582 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: 44,534 shares; 2024Q4: 48,369 shares; 2025Q1: 50,162 shares; 2025Q2: 48,305 shares; 2025Q3: 48,478 shares; 2025Q4: 46,988 shares 46,988 $9.38M 0.11% -1,490 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,551 shares; 2024Q4: 52,870 shares; 2025Q1: 73,119 shares; 2025Q2: 57,772 shares; 2025Q3: 58,447 shares; 2025Q4: 61,057 shares 61,057 $9.38M 0.11% +2,610 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,245 shares; 2024Q4: 185,555 shares; 2025Q1: 195,320 shares; 2025Q2: 219,574 shares; 2025Q3: 223,215 shares; 2025Q4: 224,503 shares 224,503 $9.31M 0.11% +1,288 Timeline SMIG 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: 33,850 shares; 2024Q4: 40,409 shares; 2025Q1: 65,901 shares; 2025Q2: 295,975 shares; 2025Q3: 316,849 shares; 2025Q4: 319,621 shares 319,621 $9.21M 0.11% +2,772 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: 51,120 shares; 2024Q4: 49,638 shares; 2025Q1: 66,172 shares; 2025Q2: 46,418 shares; 2025Q3: 33,540 shares; 2025Q4: 33,209 shares 33,209 $9.15M 0.11% -331 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: 168,011 shares; 2024Q4: 159,585 shares; 2025Q1: 168,999 shares; 2025Q2: 118,700 shares; 2025Q3: 118,271 shares; 2025Q4: 116,573 shares 116,573 $9.06M 0.11% -1,698 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: 92,906 shares; 2024Q4: 93,393 shares; 2025Q1: 155,507 shares; 2025Q2: 89,732 shares; 2025Q3: 97,078 shares; 2025Q4: 144,245 shares 144,245 $9.01M 0.11% +47,167 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: 151,672 shares; 2024Q4: 142,511 shares; 2025Q1: 154,633 shares; 2025Q2: 105,458 shares; 2025Q3: 104,413 shares; 2025Q4: 210,716 shares 210,716 $9M 0.11% +106,303 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: 220,315 shares; 2024Q4: 212,660 shares; 2025Q1: 280,940 shares; 2025Q2: 187,874 shares; 2025Q3: 182,520 shares; 2025Q4: 182,812 shares 182,812 $8.8M 0.11% +292 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 23,011 shares; 2025Q1: 231,569 shares; 2025Q2: 164,134 shares; 2025Q3: 164,926 shares; 2025Q4: 166,738 shares 166,738 $8.48M 0.1% +1,812 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest 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: 127,172 shares 127,172 $8.33M 0.1% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,134 shares; 2024Q4: 69,166 shares; 2025Q1: 60,709 shares; 2025Q2: 45,642 shares; 2025Q3: 44,091 shares; 2025Q4: 42,359 shares 42,359 $8.26M 0.1% -1,732 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,050 shares; 2024Q4: 126,487 shares; 2025Q1: 159,095 shares; 2025Q2: 129,512 shares; 2025Q3: 139,873 shares; 2025Q4: 164,055 shares 164,055 $8.24M 0.1% +24,182 Timeline RWL 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: 57,408 shares; 2024Q4: 62,337 shares; 2025Q1: 68,677 shares; 2025Q2: 67,682 shares; 2025Q3: 68,377 shares; 2025Q4: 70,648 shares 70,648 $8.09M 0.1% +2,271 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,242 shares; 2024Q4: 257,582 shares; 2025Q1: 567,301 shares; 2025Q2: 315,920 shares; 2025Q3: 335,819 shares; 2025Q4: 320,964 shares 320,964 $7.88M 0.1% -14,855 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: 45,403 shares; 2024Q4: 34,586 shares; 2025Q1: 64,797 shares; 2025Q2: 21,203 shares; 2025Q3: 21,476 shares; 2025Q4: 27,302 shares 27,302 $7.79M 0.09% +5,826 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,119 shares; 2024Q4: 25,044 shares; 2025Q1: 25,113 shares; 2025Q2: 20,264 shares; 2025Q3: 19,682 shares; 2025Q4: 19,490 shares 19,490 $7.58M 0.09% -192 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,269 shares; 2025Q1: 110,138 shares; 2025Q2: 48,096 shares; 2025Q3: 44,891 shares; 2025Q4: 44,179 shares 44,179 $7.56M 0.09% -712 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: 33,332 shares; 2024Q4: 32,316 shares; 2025Q1: 33,053 shares; 2025Q2: 26,847 shares; 2025Q3: 26,294 shares; 2025Q4: 25,782 shares 25,782 $7.48M 0.09% -512 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: 31,009 shares; 2024Q4: 29,019 shares; 2025Q1: 31,409 shares; 2025Q2: 28,542 shares; 2025Q3: 28,586 shares; 2025Q4: 28,843 shares 28,843 $7.42M 0.09% +257 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,286 shares; 2024Q4: 112,286 shares; 2025Q1: 112,292 shares; 2025Q2: 112,291 shares; 2025Q3: 112,309 shares; 2025Q4: 112,278 shares 112,278 $7.41M 0.09% -31 Timeline ACIO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,567 shares; 2025Q3: 111,485 shares; 2025Q4: 168,645 shares 168,645 $7.37M 0.09% +57,160 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 5,324 shares; 2025Q1: 5,932 shares; 2025Q2: 7,896 shares; 2025Q3: 7,777 shares; 2025Q4: 6,635 shares 6,635 $7.1M 0.09% -1,142 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: 50,121 shares; 2024Q4: 50,880 shares; 2025Q1: 56,392 shares; 2025Q2: 48,489 shares; 2025Q3: 48,646 shares; 2025Q4: 49,005 shares 49,005 $7.03M 0.09% +359 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: 9,086 shares; 2024Q4: 10,218 shares; 2025Q1: 12,942 shares; 2025Q2: 8,920 shares; 2025Q3: 8,893 shares; 2025Q4: 9,190 shares 9,190 $6.93M 0.08% +297 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: 27,740 shares; 2024Q4: 31,581 shares; 2025Q1: 38,810 shares; 2025Q2: 24,620 shares; 2025Q3: 26,489 shares; 2025Q4: 27,967 shares 27,967 $6.88M 0.08% +1,478 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,266 shares; 2024Q4: 42,303 shares; 2025Q1: 64,096 shares; 2025Q2: 86,255 shares; 2025Q3: 143,646 shares; 2025Q4: 157,021 shares 157,021 $6.85M 0.08% +13,375 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: 23,380 shares; 2024Q4: 16,190 shares; 2025Q1: 29,948 shares; 2025Q2: 31,766 shares; 2025Q3: 33,431 shares; 2025Q4: 31,430 shares 31,430 $6.82M 0.08% -2,001 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,809 shares; 2024Q4: 34,184 shares; 2025Q1: 39,413 shares; 2025Q2: 33,818 shares; 2025Q3: 32,660 shares; 2025Q4: 32,328 shares 32,328 $6.75M 0.08% -332 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: 58,830 shares; 2024Q4: 73,068 shares; 2025Q1: 86,488 shares; 2025Q2: 60,030 shares; 2025Q3: 74,712 shares; 2025Q4: 82,730 shares 82,730 $6.64M 0.08% +8,018 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: 15,502 shares; 2024Q4: 18,112 shares; 2025Q1: 64,832 shares; 2025Q2: 42,375 shares; 2025Q3: 61,997 shares; 2025Q4: 82,458 shares 82,458 $6.61M 0.08% +20,461 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: 4,267 shares; 2024Q4: 4,204 shares; 2025Q1: 5,734 shares; 2025Q2: 18,278 shares; 2025Q3: 20,568 shares; 2025Q4: 24,878 shares 24,878 $6.5M 0.08% +4,310 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,736 shares; 2024Q4: 144,383 shares; 2025Q1: 143,373 shares; 2025Q2: 144,189 shares; 2025Q3: 143,506 shares; 2025Q4: 142,366 shares 142,366 $6.48M 0.08% -1,140 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: 29,152 shares; 2024Q4: 31,578 shares; 2025Q1: 47,527 shares; 2025Q2: 30,138 shares; 2025Q3: 30,921 shares; 2025Q4: 30,891 shares 30,891 $6.46M 0.08% -30 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 510,705 shares; 2025Q2: 277,694 shares; 2025Q3: 290,908 shares; 2025Q4: 289,332 shares 289,332 $6.44M 0.08% -1,576 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: 31,626 shares; 2024Q4: 33,800 shares; 2025Q1: 15,147 shares; 2025Q2: 13,373 shares; 2025Q3: 13,075 shares; 2025Q4: 13,764 shares 13,764 $6.41M 0.08% +689 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: 5,740 shares; 2024Q4: 5,409 shares; 2025Q1: 7,002 shares; 2025Q2: 5,630 shares; 2025Q3: 5,822 shares; 2025Q4: 11,238 shares 11,238 $6.37M 0.08% +5,416 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: 55,888 shares; 2024Q4: 55,081 shares; 2025Q1: 72,079 shares; 2025Q2: 47,872 shares; 2025Q3: 45,630 shares; 2025Q4: 45,090 shares 45,090 $6.36M 0.08% -540 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: 48,421 shares; 2024Q4: 45,028 shares; 2025Q1: 26,508 shares; 2025Q2: 17,941 shares; 2025Q3: 15,607 shares; 2025Q4: 19,318 shares 19,318 $6.32M 0.08% +3,711 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,160 shares; 2024Q4: 39,219 shares; 2025Q1: 45,318 shares; 2025Q2: 45,686 shares; 2025Q3: 45,065 shares; 2025Q4: 46,947 shares 46,947 $6.31M 0.08% +1,882 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: 25,575 shares; 2024Q4: 25,204 shares; 2025Q1: 32,543 shares; 2025Q2: 23,729 shares; 2025Q3: 23,558 shares; 2025Q4: 25,183 shares 25,183 $6.3M 0.08% +1,625 Timeline DRSK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,958 shares; 2025Q3: 187,865 shares; 2025Q4: 220,211 shares 220,211 $6.27M 0.08% +32,346 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: 53,749 shares; 2024Q4: 48,851 shares; 2025Q1: 60,285 shares; 2025Q2: 43,585 shares; 2025Q3: 43,207 shares; 2025Q4: 40,025 shares 40,025 $6.2M 0.08% -3,182 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: 14,439 shares; 2024Q4: 14,243 shares; 2025Q1: 16,105 shares; 2025Q2: 14,915 shares; 2025Q3: 13,502 shares; 2025Q4: 13,192 shares 13,192 $6.18M 0.08% -310 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,475 shares; 2024Q4: 70,752 shares; 2025Q1: 92,695 shares; 2025Q2: 68,835 shares; 2025Q3: 69,295 shares; 2025Q4: 63,771 shares 63,771 $6.07M 0.07% -5,524 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: 28,489 shares; 2024Q4: 35,271 shares; 2025Q1: 41,491 shares; 2025Q2: 33,776 shares; 2025Q3: 34,508 shares; 2025Q4: 33,869 shares 33,869 $6.01M 0.07% -639 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,221 shares; 2024Q4: 57,684 shares; 2025Q1: 52,627 shares; 2025Q2: 52,614 shares; 2025Q3: 30,437 shares; 2025Q4: 30,206 shares 30,206 $5.86M 0.07% -231 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: 31,149 shares; 2024Q4: 31,259 shares; 2025Q1: 46,664 shares; 2025Q2: 14,556 shares; 2025Q3: 12,895 shares; 2025Q4: 11,807 shares 11,807 $5.71M 0.07% -1,088 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,364 shares; 2024Q4: 23,480 shares; 2025Q1: 77,253 shares; 2025Q2: 26,491 shares; 2025Q3: 26,433 shares; 2025Q4: 26,694 shares 26,694 $5.61M 0.07% +261 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: 76,579 shares; 2024Q4: 69,124 shares; 2025Q1: 91,405 shares; 2025Q2: 70,360 shares; 2025Q3: 71,415 shares; 2025Q4: 72,795 shares 72,795 $5.61M 0.07% +1,380 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: 36,783 shares; 2024Q4: 36,371 shares; 2025Q1: 40,399 shares; 2025Q2: 36,590 shares; 2025Q3: 33,685 shares; 2025Q4: 32,419 shares 32,419 $5.55M 0.07% -1,266 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: 32,968 shares; 2024Q4: 30,402 shares; 2025Q1: 35,987 shares; 2025Q2: 27,226 shares; 2025Q3: 26,547 shares; 2025Q4: 26,078 shares 26,078 $5.52M 0.07% -469 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,537 shares; 2024Q4: 35,871 shares; 2025Q1: 38,000 shares; 2025Q2: 39,809 shares; 2025Q3: 39,030 shares; 2025Q4: 39,298 shares 39,298 $5.44M 0.07% +268 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,319 shares; 2024Q4: 668,889 shares; 2025Q1: 727,283 shares; 2025Q2: 424,839 shares; 2025Q3: 441,497 shares; 2025Q4: 421,719 shares 421,719 $5.43M 0.07% -19,778 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,065 shares; 2024Q4: 77,108 shares; 2025Q1: 72,735 shares; 2025Q2: 71,965 shares; 2025Q3: 71,918 shares; 2025Q4: 71,997 shares 71,997 $5.27M 0.06% +79 Timeline JPIB 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: 160,191 shares; 2024Q4: 153,792 shares; 2025Q1: 157,369 shares; 2025Q2: 110,555 shares; 2025Q3: 110,325 shares; 2025Q4: 107,430 shares 107,430 $5.23M 0.06% -2,895 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: 167,993 shares; 2024Q4: 163,903 shares; 2025Q1: 171,419 shares; 2025Q2: 55,403 shares; 2025Q3: 52,855 shares; 2025Q4: 50,185 shares 50,185 $5.22M 0.06% -2,670 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,124 shares; 2024Q4: 76,800 shares; 2025Q1: 124,250 shares; 2025Q2: 87,400 shares; 2025Q3: 101,600 shares; 2025Q4: 123,204 shares 123,204 $5.18M 0.06% +21,604 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: 9,530 shares; 2024Q4: 9,884 shares; 2025Q1: 10,169 shares; 2025Q2: 9,007 shares; 2025Q3: 8,639 shares; 2025Q4: 7,744 shares 7,744 $5.13M 0.06% -895 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: 34,504 shares; 2024Q4: 33,300 shares; 2025Q1: 42,453 shares; 2025Q2: 34,908 shares; 2025Q3: 35,181 shares; 2025Q4: 38,535 shares 38,535 $5.11M 0.06% +3,354 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,189 shares; 2025Q4: 191,197 shares 191,197 $5.11M 0.06% +162,008 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,734 shares; 2024Q4: 64,793 shares; 2025Q1: 60,768 shares; 2025Q2: 56,596 shares; 2025Q3: 68,848 shares; 2025Q4: 70,249 shares 70,249 $5.02M 0.06% +1,401 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: 20,734 shares; 2024Q4: 20,711 shares; 2025Q1: 25,181 shares; 2025Q2: 22,872 shares; 2025Q3: 23,707 shares; 2025Q4: 22,595 shares 22,595 $4.96M 0.06% -1,112 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,589 shares; 2024Q4: 61,190 shares; 2025Q1: 109,141 shares; 2025Q2: 65,984 shares; 2025Q3: 64,037 shares; 2025Q4: 53,394 shares 53,394 $4.88M 0.06% -10,643 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,533 shares; 2024Q4: 64,560 shares; 2025Q1: 65,601 shares; 2025Q2: 61,980 shares; 2025Q3: 60,406 shares; 2025Q4: 56,992 shares 56,992 $4.87M 0.06% -3,414 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: 132,447 shares; 2024Q4: 54,763 shares; 2025Q1: 69,317 shares; 2025Q2: 61,477 shares; 2025Q3: 56,338 shares; 2025Q4: 42,716 shares 42,716 $4.86M 0.06% -13,622 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,313 shares; 2024Q4: 60,256 shares; 2025Q1: 66,773 shares; 2025Q2: 120,158 shares; 2025Q3: 120,493 shares; 2025Q4: 119,531 shares 119,531 $4.8M 0.06% -962 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,546 shares; 2024Q4: 93,739 shares; 2025Q1: 122,490 shares; 2025Q2: 125,967 shares; 2025Q3: 122,558 shares; 2025Q4: 117,471 shares 117,471 $4.78M 0.06% -5,087 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 1,062 shares; 2025Q1: 1,059 shares; 2025Q2: 927 shares; 2025Q3: 956 shares; 2025Q4: 892 shares 892 $4.78M 0.06% -64 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,158 shares; 2024Q4: 5,964 shares; 2025Q1: 7,026 shares; 2025Q2: 7,299 shares; 2025Q3: 8,549 shares; 2025Q4: 9,333 shares 9,333 $4.76M 0.06% +784 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: 10,674 shares; 2024Q4: 11,577 shares; 2025Q1: 11,553 shares; 2025Q2: 12,401 shares; 2025Q3: 12,217 shares; 2025Q4: 12,299 shares 12,299 $4.76M 0.06% +82 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,437 shares; 2024Q4: 26,039 shares; 2025Q1: 28,703 shares; 2025Q2: 20,505 shares; 2025Q3: 21,223 shares; 2025Q4: 22,070 shares 22,070 $4.74M 0.06% +847 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: 30,049 shares; 2024Q4: 28,973 shares; 2025Q1: 32,046 shares; 2025Q2: 24,206 shares; 2025Q3: 19,492 shares; 2025Q4: 21,804 shares 21,804 $4.62M 0.06% +2,312 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,314 shares; 2025Q3: 115,567 shares; 2025Q4: 122,070 shares 122,070 $4.62M 0.06% +6,503 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,450 shares; 2024Q4: 25,129 shares; 2025Q1: 34,479 shares; 2025Q2: 29,463 shares; 2025Q3: 29,400 shares; 2025Q4: 23,629 shares 23,629 $4.59M 0.06% -5,771 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: 19,784 shares; 2024Q4: 20,434 shares; 2025Q1: 27,454 shares; 2025Q2: 23,559 shares; 2025Q3: 24,384 shares; 2025Q4: 39,119 shares 39,119 $4.56M 0.06% +14,735 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: 20,144 shares; 2024Q4: 20,144 shares; 2025Q1: 18,780 shares; 2025Q2: 18,560 shares; 2025Q3: 18,266 shares; 2025Q4: 18,106 shares 18,106 $4.55M 0.06% -160 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: 4,846 shares; 2025Q1: 5,101 shares; 2025Q2: 4,725 shares; 2025Q3: 4,105 shares; 2025Q4: 4,239 shares 4,239 $4.54M 0.06% +134 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: 174,232 shares; 2024Q4: 163,886 shares; 2025Q1: 234,557 shares; 2025Q2: 163,330 shares; 2025Q3: 163,678 shares; 2025Q4: 181,953 shares 181,953 $4.52M 0.06% +18,275 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,784 shares; 2024Q4: 86,014 shares; 2025Q1: 128,749 shares; 2025Q2: 84,006 shares; 2025Q3: 70,690 shares; 2025Q4: 17,388 shares 17,388 $4.47M 0.05% -53,302 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest 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: 144,312 shares 144,312 $4.47M 0.05% new Timeline TOTL 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: 111,897 shares; 2024Q4: 108,128 shares; 2025Q1: 109,564 shares; 2025Q2: 106,381 shares; 2025Q3: 109,060 shares; 2025Q4: 110,414 shares 110,414 $4.44M 0.05% +1,354 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: 20,711 shares; 2024Q4: 22,169 shares; 2025Q1: 23,494 shares; 2025Q2: 24,665 shares; 2025Q3: 29,100 shares; 2025Q4: 23,156 shares 23,156 $4.44M 0.05% -5,944 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: 17,159 shares; 2024Q4: 18,054 shares; 2025Q1: 20,229 shares; 2025Q2: 16,308 shares; 2025Q3: 16,511 shares; 2025Q4: 16,821 shares 16,821 $4.34M 0.05% +310 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,622 shares; 2024Q4: 80,222 shares; 2025Q1: 83,998 shares; 2025Q2: 73,417 shares; 2025Q3: 73,584 shares; 2025Q4: 73,898 shares 73,898 $4.25M 0.05% +314 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,891 shares; 2024Q4: 80,349 shares; 2025Q1: 88,571 shares; 2025Q2: 77,403 shares; 2025Q3: 77,463 shares; 2025Q4: 77,562 shares 77,562 $4.23M 0.05% +99 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,048 shares; 2024Q4: 17,819 shares; 2025Q1: 21,935 shares; 2025Q2: 17,791 shares; 2025Q3: 24,006 shares; 2025Q4: 24,343 shares 24,343 $4.22M 0.05% +337 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: 26,453 shares; 2024Q4: 26,332 shares; 2025Q1: 31,338 shares; 2025Q2: 25,254 shares; 2025Q3: 25,398 shares; 2025Q4: 25,834 shares 25,834 $4.2M 0.05% +436 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: 16,894 shares; 2024Q4: 16,812 shares; 2025Q1: 20,623 shares; 2025Q2: 17,133 shares; 2025Q3: 17,380 shares; 2025Q4: 17,309 shares 17,309 $4.17M 0.05% -71 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: 40,638 shares; 2024Q4: 40,547 shares; 2025Q1: 59,274 shares; 2025Q2: 42,997 shares; 2025Q3: 43,401 shares; 2025Q4: 44,711 shares 44,711 $4.17M 0.05% +1,310 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: 2,749 shares; 2024Q4: 3,518 shares; 2025Q1: 11,160 shares; 2025Q2: 8,493 shares; 2025Q3: 10,083 shares; 2025Q4: 11,765 shares 11,765 $4.16M 0.05% +1,682 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: 3,880 shares; 2024Q4: 3,825 shares; 2025Q1: 4,318 shares; 2025Q2: 3,633 shares; 2025Q3: 3,023 shares; 2025Q4: 3,066 shares 3,066 $4.08M 0.05% +43 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: 33,163 shares; 2024Q4: 28,896 shares; 2025Q1: 27,184 shares; 2025Q2: 24,082 shares; 2025Q3: 25,292 shares; 2025Q4: 34,779 shares 34,779 $4.08M 0.05% +9,487 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 3,970 shares; 2025Q1: 6,616 shares; 2025Q2: 4,040 shares; 2025Q3: 23,528 shares; 2025Q4: 27,562 shares 27,562 $4.04M 0.05% +4,034 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,826 shares; 2024Q4: 16,469 shares; 2025Q1: 18,940 shares; 2025Q2: 16,592 shares; 2025Q3: 17,351 shares; 2025Q4: 16,666 shares 16,666 $4.01M 0.05% -685 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: 16,454 shares; 2024Q4: 16,477 shares; 2025Q1: 25,789 shares; 2025Q2: 18,213 shares; 2025Q3: 26,484 shares; 2025Q4: 24,873 shares 24,873 $3.99M 0.05% -1,611 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: 33,327 shares; 2024Q4: 37,794 shares; 2025Q1: 59,834 shares; 2025Q2: 46,114 shares; 2025Q3: 44,759 shares; 2025Q4: 87,016 shares 87,016 $3.89M 0.05% +42,257 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,579 shares; 2025Q1: 5,145 shares; 2025Q2: 125,143 shares; 2025Q3: 78,840 shares; 2025Q4: 38,740 shares 38,740 $3.89M 0.05% -40,100 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,312 shares; 2024Q4: 186,087 shares; 2025Q1: 216,968 shares; 2025Q2: 167,717 shares; 2025Q3: 162,930 shares; 2025Q4: 155,841 shares 155,841 $3.89M 0.05% -7,089 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,308 shares; 2024Q4: 30,794 shares; 2025Q1: 35,448 shares; 2025Q2: 27,317 shares; 2025Q3: 27,417 shares; 2025Q4: 24,195 shares 24,195 $3.87M 0.05% -3,222 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: 58,091 shares; 2024Q4: 52,590 shares; 2025Q1: 64,316 shares; 2025Q2: 55,433 shares; 2025Q3: 61,872 shares; 2025Q4: 52,570 shares 52,570 $3.86M 0.05% -9,302 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: 45,923 shares; 2024Q4: 45,421 shares; 2025Q1: 56,326 shares; 2025Q2: 40,891 shares; 2025Q3: 40,805 shares; 2025Q4: 41,902 shares 41,902 $3.83M 0.05% +1,097 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,558 shares; 2025Q1: 6,071 shares; 2025Q2: 58,894 shares; 2025Q3: 60,996 shares; 2025Q4: 63,644 shares 63,644 $3.81M 0.05% +2,648 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: 108,986 shares; 2024Q4: 102,315 shares; 2025Q1: 123,552 shares; 2025Q2: 90,362 shares; 2025Q3: 86,725 shares; 2025Q4: 82,718 shares 82,718 $3.79M 0.05% -4,007 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,962 shares; 2024Q4: 35,544 shares; 2025Q1: 38,849 shares; 2025Q2: 31,915 shares; 2025Q3: 33,713 shares; 2025Q4: 40,263 shares 40,263 $3.76M 0.05% +6,550 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,371 shares; 2025Q1: 22,782 shares; 2025Q2: 15,569 shares; 2025Q3: 18,488 shares; 2025Q4: 24,553 shares 24,553 $3.76M 0.05% +6,065 Timeline EPS 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: 64,016 shares; 2024Q4: 62,180 shares; 2025Q1: 58,767 shares; 2025Q2: 56,000 shares; 2025Q3: 55,819 shares; 2025Q4: 52,877 shares 52,877 $3.75M 0.05% -2,942 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 6,416 shares; 2025Q1: 9,670 shares; 2025Q2: 43,178 shares; 2025Q3: 58,956 shares; 2025Q4: 58,062 shares 58,062 $3.73M 0.05% -894 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,903 shares; 2024Q4: 26,640 shares; 2025Q1: 33,772 shares; 2025Q2: 40,405 shares; 2025Q3: 41,423 shares; 2025Q4: 44,287 shares 44,287 $3.67M 0.04% +2,864 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,865 shares; 2024Q4: 147,591 shares; 2025Q1: 141,986 shares; 2025Q2: 121,229 shares; 2025Q3: 112,245 shares; 2025Q4: 102,233 shares 102,233 $3.64M 0.04% -10,012 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,075 shares; 2024Q4: 72,248 shares; 2025Q1: 283,357 shares; 2025Q2: 67,119 shares; 2025Q3: 64,867 shares; 2025Q4: 63,986 shares 63,986 $3.64M 0.04% -881 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153,472 shares; 2025Q3: 161,853 shares; 2025Q4: 170,700 shares 170,700 $3.62M 0.04% +8,847 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: 42,519 shares; 2024Q4: 38,583 shares; 2025Q1: 55,293 shares; 2025Q2: 38,696 shares; 2025Q3: 38,289 shares; 2025Q4: 38,091 shares 38,091 $3.59M 0.04% -198 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: 183,897 shares; 2024Q4: 181,038 shares; 2025Q1: 226,809 shares; 2025Q2: 75,233 shares; 2025Q3: 54,097 shares; 2025Q4: 34,025 shares 34,025 $3.58M 0.04% -20,072 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,997 shares; 2024Q4: 48,947 shares; 2025Q1: 50,047 shares; 2025Q2: 39,335 shares; 2025Q3: 41,750 shares; 2025Q4: 40,755 shares 40,755 $3.55M 0.04% -995 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,310 shares; 2024Q4: 287,278 shares; 2025Q1: 257,045 shares; 2025Q2: 236,966 shares; 2025Q3: 226,713 shares; 2025Q4: 203,725 shares 203,725 $3.54M 0.04% -22,988 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 13,324 shares; 2025Q1: 16,598 shares; 2025Q2: 13,123 shares; 2025Q3: 10,801 shares; 2025Q4: 9,985 shares 9,985 $3.51M 0.04% -816 Timeline XSMO 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: 39,839 shares; 2024Q4: 40,484 shares; 2025Q1: 45,059 shares; 2025Q2: 47,079 shares; 2025Q3: 47,924 shares; 2025Q4: 48,318 shares 48,318 $3.48M 0.04% +394 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: 29,990 shares; 2024Q4: 33,197 shares; 2025Q1: 43,036 shares; 2025Q2: 33,066 shares; 2025Q3: 32,049 shares; 2025Q4: 29,991 shares 29,991 $3.46M 0.04% -2,058 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: 5,836 shares; 2024Q4: 5,837 shares; 2025Q1: 8,125 shares; 2025Q2: 6,640 shares; 2025Q3: 6,874 shares; 2025Q4: 73,793 shares 73,793 $3.45M 0.04% +66,919 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: 29,136 shares; 2024Q4: 29,188 shares; 2025Q1: 28,797 shares; 2025Q2: 25,220 shares; 2025Q3: 24,581 shares; 2025Q4: 24,761 shares 24,761 $3.45M 0.04% +180 Timeline NXTE INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,325 shares; 2024Q4: 155,039 shares; 2025Q1: 111,665 shares; 2025Q2: 76,652 shares; 2025Q3: 74,963 shares; 2025Q4: 89,151 shares 89,151 $3.44M 0.04% +14,188 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: 34,850 shares; 2024Q4: 34,401 shares; 2025Q1: 38,360 shares; 2025Q2: 30,559 shares; 2025Q3: 28,965 shares; 2025Q4: 29,209 shares 29,209 $3.44M 0.04% +244 Timeline IDUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,773 shares; 2025Q3: 84,450 shares; 2025Q4: 141,102 shares 141,102 $3.43M 0.04% +56,652 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,179 shares; 2024Q4: 48,704 shares; 2025Q1: 93,131 shares; 2025Q2: 66,196 shares; 2025Q3: 71,264 shares; 2025Q4: 67,764 shares 67,764 $3.42M 0.04% -3,500 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,064 shares; 2024Q4: 11,998 shares; 2025Q1: 13,604 shares; 2025Q2: 10,844 shares; 2025Q3: 10,595 shares; 2025Q4: 10,012 shares 10,012 $3.37M 0.04% -583 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,016 shares; 2024Q4: 25,284 shares; 2025Q1: 44,090 shares; 2025Q2: 29,629 shares; 2025Q3: 29,527 shares; 2025Q4: 35,969 shares 35,969 $3.37M 0.04% +6,442 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: 3,516 shares; 2024Q4: 3,579 shares; 2025Q1: 4,436 shares; 2025Q2: 4,550 shares; 2025Q3: 4,316 shares; 2025Q4: 7,006 shares 7,006 $3.37M 0.04% +2,690 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,033 shares; 2024Q4: 22,441 shares; 2025Q1: 44,152 shares; 2025Q2: 27,206 shares; 2025Q3: 56,278 shares; 2025Q4: 73,745 shares 73,745 $3.28M 0.04% +17,467 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,817 shares; 2024Q4: 25,051 shares; 2025Q1: 28,400 shares; 2025Q2: 24,399 shares; 2025Q3: 24,220 shares; 2025Q4: 18,377 shares 18,377 $3.22M 0.04% -5,843 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 118,061 shares; 2025Q2: 64,283 shares; 2025Q3: 67,171 shares; 2025Q4: 64,712 shares 64,712 $3.18M 0.04% -2,459 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: 27,737 shares; 2024Q4: 46,348 shares; 2025Q1: 78,337 shares; 2025Q2: 62,645 shares; 2025Q3: 61,260 shares; 2025Q4: 58,046 shares 58,046 $3.18M 0.04% -3,214 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,804 shares; 2024Q4: 77,621 shares; 2025Q1: 89,779 shares; 2025Q2: 70,488 shares; 2025Q3: 69,811 shares; 2025Q4: 62,675 shares 62,675 $3.17M 0.04% -7,136 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 8,273 shares; 2025Q1: 8,392 shares; 2025Q2: 28,372 shares; 2025Q3: 38,472 shares; 2025Q4: 39,884 shares 39,884 $3.14M 0.04% +1,412 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: 94,002 shares; 2024Q4: 86,687 shares; 2025Q1: 212,162 shares; 2025Q2: 73,602 shares; 2025Q3: 73,088 shares; 2025Q4: 70,602 shares 70,602 $3.14M 0.04% -2,486 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,592 shares; 2024Q4: 19,947 shares; 2025Q1: 24,174 shares; 2025Q2: 21,055 shares; 2025Q3: 15,308 shares; 2025Q4: 21,595 shares 21,595 $3.13M 0.04% +6,287 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,952 shares; 2024Q4: 31,281 shares; 2025Q1: 34,217 shares; 2025Q2: 31,127 shares; 2025Q3: 32,877 shares; 2025Q4: 33,595 shares 33,595 $3.11M 0.04% +718 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,864 shares; 2025Q1: 19,017 shares; 2025Q2: 6,643 shares; 2025Q3: 7,843 shares; 2025Q4: 12,257 shares 12,257 $3.1M 0.04% +4,414 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 11,259 shares; 2025Q1: 79,055 shares; 2025Q2: 55,976 shares; 2025Q3: 55,114 shares; 2025Q4: 64,736 shares 64,736 $3.09M 0.04% +9,622 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,712 shares; 2024Q4: 12,255 shares; 2025Q1: 14,041 shares; 2025Q2: 12,809 shares; 2025Q3: 11,991 shares; 2025Q4: 23,837 shares 23,837 $3.04M 0.04% +11,846 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 17,006 shares; 2025Q1: 13,543 shares; 2025Q2: 15,650 shares; 2025Q3: 15,406 shares; 2025Q4: 14,754 shares 14,754 $3M 0.04% -652 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest 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: 124,000 shares 124,000 $2.99M 0.04% new 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: 13,295 shares; 2024Q4: 13,326 shares; 2025Q1: 13,040 shares; 2025Q2: 10,939 shares; 2025Q3: 10,671 shares; 2025Q4: 10,388 shares 10,388 $2.98M 0.04% -283 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: 9,605 shares; 2024Q4: 16,422 shares; 2025Q1: 37,134 shares; 2025Q2: 27,553 shares; 2025Q3: 36,465 shares; 2025Q4: 59,999 shares 59,999 $2.98M 0.04% +23,534 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,314 shares; 2024Q4: 125,750 shares; 2025Q1: 163,748 shares; 2025Q2: 126,284 shares; 2025Q3: 123,288 shares; 2025Q4: 119,541 shares 119,541 $2.98M 0.04% -3,747 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: 54,865 shares; 2024Q4: 66,929 shares; 2025Q1: 92,688 shares; 2025Q2: 72,579 shares; 2025Q3: 74,173 shares; 2025Q4: 106,569 shares 106,569 $2.93M 0.04% +32,396 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: 64,191 shares; 2024Q4: 62,612 shares; 2025Q1: 65,221 shares; 2025Q2: 73,219 shares; 2025Q3: 58,601 shares; 2025Q4: 57,540 shares 57,540 $2.93M 0.04% -1,061 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 11,666 shares; 2025Q1: 12,451 shares; 2025Q2: 22,701 shares; 2025Q3: 23,094 shares; 2025Q4: 23,253 shares 23,253 $2.93M 0.04% +159 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: 11,274 shares; 2024Q4: 4,610 shares; 2025Q1: 30,090 shares; 2025Q2: 18,760 shares; 2025Q3: 28,715 shares; 2025Q4: 22,745 shares 22,745 $2.9M 0.04% -5,970 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: 27,593 shares; 2024Q4: 26,399 shares; 2025Q1: 29,695 shares; 2025Q2: 28,055 shares; 2025Q3: 26,671 shares; 2025Q4: 10,799 shares 10,799 $2.9M 0.04% -15,872 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 200,944 shares 200,944 $2.84M 0.03% new 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: 4,402 shares; 2024Q4: 3,902 shares; 2025Q1: 6,481 shares; 2025Q2: 6,247 shares; 2025Q3: 6,489 shares; 2025Q4: 7,572 shares 7,572 $2.83M 0.03% +1,083 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: 7,821 shares; 2024Q4: 7,905 shares; 2025Q1: 11,919 shares; 2025Q2: 7,680 shares; 2025Q3: 15,714 shares; 2025Q4: 17,248 shares 17,248 $2.79M 0.03% +1,534 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 10,789 shares; 2025Q1: 13,277 shares; 2025Q2: 9,500 shares; 2025Q3: 9,278 shares; 2025Q4: 9,196 shares 9,196 $2.78M 0.03% -82 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: 10,889 shares; 2024Q4: 11,197 shares; 2025Q1: 14,206 shares; 2025Q2: 12,334 shares; 2025Q3: 11,210 shares; 2025Q4: 17,773 shares 17,773 $2.76M 0.03% +6,563 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,642 shares; 2024Q4: 67,437 shares; 2025Q1: 70,707 shares; 2025Q2: 60,534 shares; 2025Q3: 58,961 shares; 2025Q4: 112,555 shares 112,555 $2.74M 0.03% +53,594 Timeline OSCV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,212 shares; 2025Q3: 69,084 shares; 2025Q4: 74,058 shares 74,058 $2.74M 0.03% +4,974 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 5,892 shares; 2025Q1: 5,882 shares; 2025Q2: 5,186 shares; 2025Q3: 4,873 shares; 2025Q4: 4,807 shares 4,807 $2.74M 0.03% -66 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,091 shares; 2024Q4: 29,202 shares; 2025Q1: 37,882 shares; 2025Q2: 29,504 shares; 2025Q3: 29,490 shares; 2025Q4: 28,528 shares 28,528 $2.69M 0.03% -962 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,638 shares; 2024Q4: 498,800 shares; 2025Q1: 665,170 shares; 2025Q2: 468,736 shares; 2025Q3: 494,313 shares; 2025Q4: 425,950 shares 425,950 $2.68M 0.03% -68,363 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,450 shares; 2025Q2: 24,500 shares; 2025Q3: 50,750 shares; 2025Q4: 52,250 shares 52,250 $2.68M 0.03% +1,500 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,240 shares; 2024Q4: 132,690 shares; 2025Q1: 130,867 shares; 2025Q2: 120,575 shares; 2025Q3: 93,152 shares; 2025Q4: 91,199 shares 91,199 $2.67M 0.03% -1,953 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,261 shares; 2024Q4: 21,656 shares; 2025Q1: 22,293 shares; 2025Q2: 21,115 shares; 2025Q3: 21,865 shares; 2025Q4: 21,884 shares 21,884 $2.66M 0.03% +19 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: 4,430 shares; 2024Q4: 4,417 shares; 2025Q1: 4,683 shares; 2025Q2: 4,388 shares; 2025Q3: 4,312 shares; 2025Q4: 4,411 shares 4,411 $2.66M 0.03% +99 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 3,903 shares; 2025Q1: 4,049 shares; 2025Q2: 3,912 shares; 2025Q3: 3,905 shares; 2025Q4: 3,923 shares 3,923 $2.65M 0.03% +18 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,116 shares; 2024Q4: 121,096 shares; 2025Q1: 111,050 shares; 2025Q2: 110,752 shares; 2025Q3: 110,752 shares; 2025Q4: 110,808 shares 110,808 $2.61M 0.03% +56 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 9,267 shares; 2025Q1: 9,660 shares; 2025Q2: 8,968 shares; 2025Q3: 8,824 shares; 2025Q4: 8,972 shares 8,972 $2.59M 0.03% +148 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,762 shares 83,762 $2.59M 0.03% new Timeline USSG 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: 50,132 shares; 2024Q4: 46,927 shares; 2025Q1: 55,142 shares; 2025Q2: 44,037 shares; 2025Q3: 43,402 shares; 2025Q4: 40,489 shares 40,489 $2.57M 0.03% -2,913 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 365 shares; 2025Q1: 802 shares; 2025Q2: 865 shares; 2025Q3: 577 shares; 2025Q4: 1,263 shares 1,263 $2.54M 0.03% +686 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,925 shares; 2024Q4: 11,146 shares; 2025Q1: 9,837 shares; 2025Q2: 16,355 shares; 2025Q3: 13,734 shares; 2025Q4: 11,542 shares 11,542 $2.53M 0.03% -2,192 Timeline DEFR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,897 shares; 2025Q4: 92,799 shares 92,799 $2.48M 0.03% +37,902 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 7,113 shares; 2025Q1: 8,010 shares; 2025Q2: 6,278 shares; 2025Q3: 6,434 shares; 2025Q4: 9,054 shares 9,054 $2.47M 0.03% +2,620 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: 4,710 shares; 2024Q4: 5,139 shares; 2025Q1: 6,928 shares; 2025Q2: 7,999 shares; 2025Q3: 10,419 shares; 2025Q4: 10,118 shares 10,118 $2.45M 0.03% -301 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: 13,801 shares; 2024Q4: 16,055 shares; 2025Q1: 17,581 shares; 2025Q2: 16,897 shares; 2025Q3: 17,674 shares; 2025Q4: 15,160 shares 15,160 $2.44M 0.03% -2,514 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,406 shares; 2024Q4: 25,364 shares; 2025Q1: 33,755 shares; 2025Q2: 27,194 shares; 2025Q3: 28,379 shares; 2025Q4: 37,770 shares 37,770 $2.43M 0.03% +9,391 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: 14,773 shares; 2024Q4: 12,910 shares; 2025Q1: 14,452 shares; 2025Q2: 11,349 shares; 2025Q3: 11,136 shares; 2025Q4: 10,588 shares 10,588 $2.42M 0.03% -548 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 9,249 shares; 2025Q1: 8,113 shares; 2025Q2: 7,163 shares; 2025Q3: 6,925 shares; 2025Q4: 7,748 shares 7,748 $2.42M 0.03% +823 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: 4,953 shares; 2024Q4: 3,594 shares; 2025Q1: 169,753 shares; 2025Q2: 96,741 shares; 2025Q3: 27,632 shares; 2025Q4: 21,950 shares 21,950 $2.42M 0.03% -5,682 Timeline XMLV 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: 32,471 shares; 2024Q4: 33,269 shares; 2025Q1: 37,938 shares; 2025Q2: 37,584 shares; 2025Q3: 38,309 shares; 2025Q4: 38,723 shares 38,723 $2.42M 0.03% +414 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: 61,024 shares; 2024Q4: 183,006 shares; 2025Q1: 252,775 shares; 2025Q2: 94,797 shares; 2025Q3: 91,294 shares; 2025Q4: 88,034 shares 88,034 $2.41M 0.03% -3,260 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,556 shares; 2024Q4: 27,116 shares; 2025Q1: 27,911 shares; 2025Q2: 45,574 shares; 2025Q3: 34,931 shares; 2025Q4: 30,252 shares 30,252 $2.4M 0.03% -4,679 Timeline DFIC 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: 7,618 shares; 2024Q4: 18,483 shares; 2025Q1: 20,826 shares; 2025Q2: 19,065 shares; 2025Q3: 52,780 shares; 2025Q4: 69,713 shares 69,713 $2.4M 0.03% +16,933 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,499 shares; 2024Q4: 22,046 shares; 2025Q1: 21,975 shares; 2025Q2: 20,806 shares; 2025Q3: 19,220 shares; 2025Q4: 18,955 shares 18,955 $2.4M 0.03% -265 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 11,204 shares; 2025Q1: 12,603 shares; 2025Q2: 10,795 shares; 2025Q3: 10,664 shares; 2025Q4: 9,698 shares 9,698 $2.39M 0.03% -966 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,831 shares; 2024Q4: 22,177 shares; 2025Q1: 25,378 shares; 2025Q2: 20,209 shares; 2025Q3: 19,788 shares; 2025Q4: 19,254 shares 19,254 $2.36M 0.03% -534 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: 215,643 shares; 2024Q4: 202,043 shares; 2025Q1: 266,577 shares; 2025Q2: 196,988 shares; 2025Q3: 37,014 shares; 2025Q4: 29,141 shares 29,141 $2.35M 0.03% -7,873 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,859 shares; 2024Q4: 18,415 shares; 2025Q1: 19,559 shares; 2025Q2: 17,897 shares; 2025Q3: 17,337 shares; 2025Q4: 16,829 shares 16,829 $2.32M 0.03% -508 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,826 shares; 2024Q4: 38,508 shares; 2025Q1: 40,064 shares; 2025Q2: 27,343 shares; 2025Q3: 7,796 shares; 2025Q4: 6,529 shares 6,529 $2.29M 0.03% -1,267 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,368 shares; 2024Q4: 26,278 shares; 2025Q1: 27,063 shares; 2025Q2: 24,745 shares; 2025Q3: 23,198 shares; 2025Q4: 23,273 shares 23,273 $2.26M 0.03% +75 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,502 shares; 2024Q4: 77,810 shares; 2025Q1: 79,184 shares; 2025Q2: 78,923 shares; 2025Q3: 78,921 shares; 2025Q4: 79,154 shares 79,154 $2.24M 0.03% +233 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,781 shares; 2025Q3: 74,773 shares; 2025Q4: 74,755 shares 74,755 $2.23M 0.03% -18 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,028 shares; 2025Q2: 39,775 shares; 2025Q3: 41,286 shares; 2025Q4: 74,830 shares 74,830 $2.21M 0.03% +33,544 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: 5,577 shares; 2024Q4: 5,905 shares; 2025Q1: 6,810 shares; 2025Q2: 7,642 shares; 2025Q3: 8,971 shares; 2025Q4: 9,586 shares 9,586 $2.18M 0.03% +615 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,462 shares; 2024Q4: 60,141 shares; 2025Q1: 59,793 shares; 2025Q2: 59,623 shares; 2025Q3: 52,221 shares; 2025Q4: 25,893 shares 25,893 $2.18M 0.03% -26,328 Timeline DUBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,032 shares; 2025Q3: 51,823 shares; 2025Q4: 57,438 shares 57,438 $2.16M 0.03% +5,615 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,398 shares; 2024Q4: 23,700 shares; 2025Q1: 24,957 shares; 2025Q2: 19,406 shares; 2025Q3: 18,352 shares; 2025Q4: 16,734 shares 16,734 $2.16M 0.03% -1,618 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: 19,007 shares; 2024Q4: 19,181 shares; 2025Q1: 23,684 shares; 2025Q2: 21,327 shares; 2025Q3: 21,971 shares; 2025Q4: 21,412 shares 21,412 $2.14M 0.03% -559 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: 45,387 shares; 2024Q4: 33,724 shares; 2025Q1: 66,939 shares; 2025Q2: 34,805 shares; 2025Q3: 36,216 shares; 2025Q4: 35,111 shares 35,111 $2.1M 0.03% -1,105 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,050 shares; 2024Q4: 23,465 shares; 2025Q1: 18,373 shares; 2025Q2: 16,385 shares; 2025Q3: 15,694 shares; 2025Q4: 17,526 shares 17,526 $2.1M 0.03% +1,832 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,227 shares; 2024Q4: 10,961 shares; 2025Q1: 11,770 shares; 2025Q2: 11,052 shares; 2025Q3: 10,919 shares; 2025Q4: 11,103 shares 11,103 $2.09M 0.03% +184 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,367 shares; 2024Q4: 18,037 shares; 2025Q1: 19,060 shares; 2025Q2: 16,485 shares; 2025Q3: 15,790 shares; 2025Q4: 7,686 shares 7,686 $2.08M 0.03% -8,104 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: 84,627 shares; 2025Q3: 86,063 shares; 2025Q4: 87,963 shares 87,963 $2.08M 0.03% +1,900 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,540 shares; 2025Q1: 45,187 shares; 2025Q2: 64,370 shares; 2025Q3: 72,468 shares; 2025Q4: 70,800 shares 70,800 $2.07M 0.03% -1,668 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: 72,543 shares; 2024Q4: 62,675 shares; 2025Q1: 62,670 shares; 2025Q2: 57,382 shares; 2025Q3: 57,349 shares; 2025Q4: 55,702 shares 55,702 $2.02M 0.02% -1,647 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,116 shares; 2024Q4: 17,242 shares; 2025Q1: 13,569 shares; 2025Q2: 12,312 shares; 2025Q3: 12,203 shares; 2025Q4: 12,368 shares 12,368 $2.01M 0.02% +165 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,390 shares; 2024Q4: 77,367 shares; 2025Q1: 133,462 shares; 2025Q2: 80,937 shares; 2025Q3: 86,025 shares; 2025Q4: 82,937 shares 82,937 $2.01M 0.02% -3,088 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: 11,335 shares; 2024Q4: 11,192 shares; 2025Q1: 13,266 shares; 2025Q2: 9,996 shares; 2025Q3: 8,287 shares; 2025Q4: 6,662 shares 6,662 $2.01M 0.02% -1,625 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,334 shares 15,334 $2M 0.02% new Timeline KOID 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,460 shares; 2025Q4: 62,770 shares 62,770 $2M 0.02% +25,310 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,121 shares; 2024Q4: 13,018 shares; 2025Q1: 13,457 shares; 2025Q2: 13,032 shares; 2025Q3: 12,613 shares; 2025Q4: 11,543 shares 11,543 $1.97M 0.02% -1,070 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,370 shares; 2025Q1: 3,446 shares; 2025Q2: 7,549 shares; 2025Q3: 7,851 shares; 2025Q4: 8,080 shares 8,080 $1.96M 0.02% +229 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: 30,407 shares; 2024Q4: 30,563 shares; 2025Q1: 37,566 shares; 2025Q2: 34,170 shares; 2025Q3: 34,305 shares; 2025Q4: 33,184 shares 33,184 $1.95M 0.02% -1,121 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: 32,444 shares; 2024Q4: 33,081 shares; 2025Q1: 50,279 shares; 2025Q2: 33,704 shares; 2025Q3: 34,404 shares; 2025Q4: 33,779 shares 33,779 $1.95M 0.02% -625 Timeline JUCY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,915 shares; 2025Q3: 50,156 shares; 2025Q4: 87,271 shares 87,271 $1.94M 0.02% +37,115 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: 5,239 shares; 2024Q4: 5,196 shares; 2025Q1: 5,600 shares; 2025Q2: 5,103 shares; 2025Q3: 5,384 shares; 2025Q4: 5,627 shares 5,627 $1.93M 0.02% +243 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,916 shares; 2024Q4: 10,994 shares; 2025Q1: 50,746 shares; 2025Q2: 19,612 shares; 2025Q3: 29,217 shares; 2025Q4: 41,190 shares 41,190 $1.93M 0.02% +11,973 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 17,315 shares; 2025Q1: 21,939 shares; 2025Q2: 17,284 shares; 2025Q3: 17,752 shares; 2025Q4: 17,283 shares 17,283 $1.91M 0.02% -469 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: 27,964 shares; 2024Q4: 29,512 shares; 2025Q1: 43,809 shares; 2025Q2: 28,314 shares; 2025Q3: 27,666 shares; 2025Q4: 26,936 shares 26,936 $1.9M 0.02% -730 Timeline BBP ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest 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: 23,727 shares 23,727 $1.9M 0.02% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,088 shares; 2024Q4: 20,071 shares; 2025Q1: 23,099 shares; 2025Q2: 19,680 shares; 2025Q3: 21,092 shares; 2025Q4: 20,600 shares 20,600 $1.89M 0.02% -492 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,489 shares; 2024Q4: 87,675 shares; 2025Q1: 98,999 shares; 2025Q2: 69,869 shares; 2025Q3: 58,409 shares; 2025Q4: 51,176 shares 51,176 $1.87M 0.02% -7,233 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,601 shares; 2024Q4: 117,056 shares; 2025Q1: 64,756 shares; 2025Q2: 17,683 shares; 2025Q3: 17,579 shares; 2025Q4: 16,899 shares 16,899 $1.86M 0.02% -680 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,709 shares; 2024Q4: 77,580 shares; 2025Q1: 81,477 shares; 2025Q2: 65,585 shares; 2025Q3: 49,854 shares; 2025Q4: 25,806 shares 25,806 $1.86M 0.02% -24,048 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,518 shares; 2024Q4: 196,266 shares; 2025Q1: 272,331 shares; 2025Q2: 185,937 shares; 2025Q3: 182,544 shares; 2025Q4: 178,622 shares 178,622 $1.86M 0.02% -3,922 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,026 shares; 2025Q3: 37,016 shares; 2025Q4: 36,688 shares 36,688 $1.84M 0.02% -328 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,712 shares; 2024Q4: 7,150 shares; 2025Q1: 7,821 shares; 2025Q2: 7,210 shares; 2025Q3: 7,281 shares; 2025Q4: 7,076 shares 7,076 $1.83M 0.02% -205 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,707 shares; 2024Q4: 25,043 shares; 2025Q1: 19,953 shares; 2025Q2: 20,770 shares; 2025Q3: 19,260 shares; 2025Q4: 26,184 shares 26,184 $1.82M 0.02% +6,924 Timeline LMBS 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: 44,765 shares; 2024Q4: 40,357 shares; 2025Q1: 39,552 shares; 2025Q2: 37,568 shares; 2025Q3: 37,266 shares; 2025Q4: 36,281 shares 36,281 $1.81M 0.02% -985 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 11,223 shares; 2025Q1: 14,249 shares; 2025Q2: 9,639 shares; 2025Q3: 9,339 shares; 2025Q4: 6,225 shares 6,225 $1.8M 0.02% -3,114 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: 14,527 shares; 2024Q4: 13,664 shares; 2025Q1: 20,507 shares; 2025Q2: 13,098 shares; 2025Q3: 12,937 shares; 2025Q4: 12,706 shares 12,706 $1.79M 0.02% -231 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: 8,389 shares; 2024Q4: 7,693 shares; 2025Q1: 6,840 shares; 2025Q2: 6,692 shares; 2025Q3: 6,271 shares; 2025Q4: 6,148 shares 6,148 $1.77M 0.02% -123 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,707 shares; 2024Q4: 56,836 shares; 2025Q1: 100,035 shares; 2025Q2: 57,111 shares; 2025Q3: 59,388 shares; 2025Q4: 71,860 shares 71,860 $1.74M 0.02% +12,472 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,668 shares 26,668 $1.74M 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,775 shares; 2024Q4: 16,356 shares; 2025Q1: 13,937 shares; 2025Q2: 11,307 shares; 2025Q3: 10,398 shares; 2025Q4: 8,028 shares 8,028 $1.72M 0.02% -2,370 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,175 shares; 2025Q3: 17,980 shares; 2025Q4: 34,065 shares 34,065 $1.72M 0.02% +16,085 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,534 shares; 2025Q1: 2,842 shares; 2025Q2: 2,439 shares; 2025Q3: 2,463 shares; 2025Q4: 7,990 shares 7,990 $1.71M 0.02% +5,527 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,546 shares; 2025Q1: 1,881 shares; 2025Q2: 1,799 shares; 2025Q3: 1,831 shares; 2025Q4: 1,937 shares 1,937 $1.7M 0.02% +106 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: 79,458 shares; 2024Q4: 79,021 shares; 2025Q1: 79,997 shares; 2025Q2: 69,173 shares; 2025Q3: 65,245 shares; 2025Q4: 60,560 shares 60,560 $1.7M 0.02% -4,685 Timeline RWJ 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: 27,591 shares; 2024Q4: 29,028 shares; 2025Q1: 33,508 shares; 2025Q2: 33,887 shares; 2025Q3: 34,079 shares; 2025Q4: 34,478 shares 34,478 $1.68M 0.02% +399 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,092 shares; 2024Q4: 32,847 shares; 2025Q1: 94,075 shares; 2025Q2: 31,885 shares; 2025Q3: 33,341 shares; 2025Q4: 30,828 shares 30,828 $1.66M 0.02% -2,513 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,659 shares; 2024Q4: 16,546 shares; 2025Q1: 26,970 shares; 2025Q2: 18,098 shares; 2025Q3: 22,066 shares; 2025Q4: 22,244 shares 22,244 $1.63M 0.02% +178 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: 15,082 shares; 2024Q4: 13,334 shares; 2025Q1: 40,691 shares; 2025Q2: 23,283 shares; 2025Q3: 24,610 shares; 2025Q4: 24,285 shares 24,285 $1.63M 0.02% -325 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: 7,364 shares; 2024Q4: 6,426 shares; 2025Q1: 5,959 shares; 2025Q2: 4,207 shares; 2025Q3: 3,962 shares; 2025Q4: 7,701 shares 7,701 $1.63M 0.02% +3,739 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,390 shares; 2024Q4: 27,235 shares; 2025Q1: 30,003 shares; 2025Q2: 24,343 shares; 2025Q3: 30,267 shares; 2025Q4: 25,488 shares 25,488 $1.62M 0.02% -4,779 Timeline TAXF 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: 21,067 shares; 2024Q4: 24,320 shares; 2025Q1: 47,817 shares; 2025Q2: 33,599 shares; 2025Q3: 34,417 shares; 2025Q4: 32,090 shares 32,090 $1.62M 0.02% -2,327 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,882 shares; 2024Q4: 15,614 shares; 2025Q1: 15,881 shares; 2025Q2: 11,682 shares; 2025Q3: 11,654 shares; 2025Q4: 9,992 shares 9,992 $1.61M 0.02% -1,662 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,209 shares; 2025Q2: 68,335 shares; 2025Q3: 66,010 shares; 2025Q4: 68,020 shares 68,020 $1.61M 0.02% +2,010 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: 13,005 shares; 2024Q4: 11,845 shares; 2025Q1: 15,228 shares; 2025Q2: 11,846 shares; 2025Q3: 11,650 shares; 2025Q4: 11,309 shares 11,309 $1.6M 0.02% -341 Timeline FIW 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: 15,922 shares; 2024Q4: 16,209 shares; 2025Q1: 16,018 shares; 2025Q2: 15,441 shares; 2025Q3: 15,568 shares; 2025Q4: 14,711 shares 14,711 $1.6M 0.02% -857 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: 17,411 shares; 2024Q4: 17,536 shares; 2025Q1: 18,899 shares; 2025Q2: 17,573 shares; 2025Q3: 16,973 shares; 2025Q4: 14,247 shares 14,247 $1.6M 0.02% -2,726 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,190 shares; 2024Q4: 35,173 shares; 2025Q1: 95,065 shares; 2025Q2: 43,800 shares; 2025Q3: 53,642 shares; 2025Q4: 57,833 shares 57,833 $1.6M 0.02% +4,191 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 917 shares; 2025Q1: 1,232 shares; 2025Q2: 1,448 shares; 2025Q3: 1,882 shares; 2025Q4: 2,365 shares 2,365 $1.59M 0.02% +483 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,307 shares; 2024Q4: 22,077 shares; 2025Q1: 25,510 shares; 2025Q2: 21,413 shares; 2025Q3: 21,413 shares; 2025Q4: 21,413 shares 21,413 $1.59M 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,044 shares; 2024Q4: 27,586 shares; 2025Q1: 29,790 shares; 2025Q2: 28,824 shares; 2025Q3: 79,409 shares; 2025Q4: 99,192 shares 99,192 $1.57M 0.02% +19,783 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: 303,033 shares; 2024Q4: 294,161 shares; 2025Q1: 80,138 shares; 2025Q2: 48,723 shares; 2025Q3: 41,493 shares; 2025Q4: 39,768 shares 39,768 $1.57M 0.02% -1,725 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,003 shares; 2024Q4: 18,880 shares; 2025Q1: 19,148 shares; 2025Q2: 15,895 shares; 2025Q3: 15,505 shares; 2025Q4: 15,306 shares 15,306 $1.56M 0.02% -199 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: 16,707 shares; 2024Q4: 11,782 shares; 2025Q1: 12,568 shares; 2025Q2: not reported; 2025Q3: 4,530 shares; 2025Q4: 33,227 shares 33,227 $1.55M 0.02% +28,697 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,965 shares; 2024Q4: 13,650 shares; 2025Q1: 28,855 shares; 2025Q2: 16,359 shares; 2025Q3: 12,347 shares; 2025Q4: 15,500 shares 15,500 $1.54M 0.02% +3,153 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,323 shares; 2024Q4: 13,692 shares; 2025Q1: 19,484 shares; 2025Q2: 14,807 shares; 2025Q3: 18,692 shares; 2025Q4: 27,203 shares 27,203 $1.53M 0.02% +8,511 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,042 shares; 2025Q3: 3,039 shares; 2025Q4: 16,218 shares 16,218 $1.53M 0.02% +13,179 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,685 shares; 2024Q4: 12,338 shares; 2025Q1: 10,806 shares; 2025Q2: 8,377 shares; 2025Q3: 7,974 shares; 2025Q4: 7,873 shares 7,873 $1.52M 0.02% -101 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,328 shares; 2024Q4: 80,435 shares; 2025Q1: 88,682 shares; 2025Q2: 76,850 shares; 2025Q3: 37,898 shares; 2025Q4: 30,456 shares 30,456 $1.52M 0.02% -7,442 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,711 shares; 2025Q2: 22,325 shares; 2025Q3: 25,485 shares; 2025Q4: 29,379 shares 29,379 $1.52M 0.02% +3,894 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,668 shares; 2024Q4: 15,814 shares; 2025Q1: 24,844 shares; 2025Q2: 16,815 shares; 2025Q3: 19,067 shares; 2025Q4: 16,891 shares 16,891 $1.52M 0.02% -2,176 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,098 shares; 2025Q2: 28,753 shares; 2025Q3: 33,227 shares; 2025Q4: 29,681 shares 29,681 $1.52M 0.02% -3,546 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,303 shares; 2025Q3: 28,062 shares; 2025Q4: 28,035 shares 28,035 $1.52M 0.02% -27 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: 12,212 shares; 2024Q4: 11,195 shares; 2025Q1: 11,837 shares; 2025Q2: 11,140 shares; 2025Q3: 11,035 shares; 2025Q4: 11,049 shares 11,049 $1.51M 0.02% +14 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: 32,545 shares; 2024Q4: 30,880 shares; 2025Q1: 36,383 shares; 2025Q2: 21,579 shares; 2025Q3: 21,708 shares; 2025Q4: 21,623 shares 21,623 $1.5M 0.02% -85 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: 3,800 shares; 2024Q4: 3,569 shares; 2025Q1: 4,493 shares; 2025Q2: 3,761 shares; 2025Q3: 3,812 shares; 2025Q4: 3,519 shares 3,519 $1.5M 0.02% -293 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: not reported; 2024Q4: not reported; 2025Q1: 478,335 shares; 2025Q2: 31,800 shares; 2025Q3: 31,800 shares; 2025Q4: 32,197 shares 32,197 $1.5M 0.02% +397 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 8,571 shares; 2025Q1: 9,247 shares; 2025Q2: 7,284 shares; 2025Q3: 6,828 shares; 2025Q4: 26,274 shares 26,274 $1.49M 0.02% +19,446 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 9,318 shares; 2025Q1: 9,887 shares; 2025Q2: 10,811 shares; 2025Q3: 10,679 shares; 2025Q4: 30,188 shares 30,188 $1.48M 0.02% +19,509 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,798 shares; 2024Q4: 35,186 shares; 2025Q1: 37,048 shares; 2025Q2: 35,134 shares; 2025Q3: 34,201 shares; 2025Q4: 32,243 shares 32,243 $1.47M 0.02% -1,958 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,095 shares; 2025Q1: 1,280 shares; 2025Q2: 1,131 shares; 2025Q3: 1,153 shares; 2025Q4: 1,206 shares 1,206 $1.47M 0.02% +53 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: 6,085 shares; 2024Q4: 6,305 shares; 2025Q1: 7,303 shares; 2025Q2: 5,954 shares; 2025Q3: 5,883 shares; 2025Q4: 12,143 shares 12,143 $1.45M 0.02% +6,260 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: 32,633 shares; 2024Q4: 27,786 shares; 2025Q1: 42,062 shares; 2025Q2: 46,198 shares; 2025Q3: 47,122 shares; 2025Q4: 46,793 shares 46,793 $1.45M 0.02% -329 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,087 shares; 2025Q3: 26,742 shares; 2025Q4: 36,525 shares 36,525 $1.44M 0.02% +9,783 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: 7,541 shares; 2024Q4: 6,931 shares; 2025Q1: 6,156 shares; 2025Q2: 4,783 shares; 2025Q3: 4,584 shares; 2025Q4: 4,778 shares 4,778 $1.43M 0.02% +194 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,191 shares; 2024Q4: 4,588 shares; 2025Q1: 5,055 shares; 2025Q2: 4,590 shares; 2025Q3: 4,513 shares; 2025Q4: 4,399 shares 4,399 $1.43M 0.02% -114 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,576 shares; 2024Q4: 24,369 shares; 2025Q1: 24,078 shares; 2025Q2: 19,369 shares; 2025Q3: 38,790 shares; 2025Q4: 38,953 shares 38,953 $1.42M 0.02% +163 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,143 shares; 2024Q4: 31,880 shares; 2025Q1: 32,099 shares; 2025Q2: 31,215 shares; 2025Q3: 33,807 shares; 2025Q4: 35,061 shares 35,061 $1.42M 0.02% +1,254 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,820 shares; 2024Q4: 16,382 shares; 2025Q1: 19,487 shares; 2025Q2: 16,521 shares; 2025Q3: 16,378 shares; 2025Q4: 16,398 shares 16,398 $1.41M 0.02% +20 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: 4,618 shares; 2024Q4: 5,223 shares; 2025Q1: 6,242 shares; 2025Q2: 7,392 shares; 2025Q3: 6,716 shares; 2025Q4: 6,857 shares 6,857 $1.41M 0.02% +141 Timeline DFGP 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: not reported; 2025Q4: 25,915 shares 25,915 $1.4M 0.02% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 3,255 shares; 2025Q1: 3,847 shares; 2025Q2: 3,505 shares; 2025Q3: 3,633 shares; 2025Q4: 3,768 shares 3,768 $1.39M 0.02% +135 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 1,792 shares; 2025Q2: 1,855 shares; 2025Q3: 2,793 shares; 2025Q4: 3,291 shares 3,291 $1.39M 0.02% +498 Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,357 shares; 2024Q4: 89,356 shares; 2025Q1: 79,890 shares; 2025Q2: 76,593 shares; 2025Q3: 75,818 shares; 2025Q4: 73,472 shares 73,472 $1.37M 0.02% -2,346 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 8,157 shares; 2025Q1: 9,818 shares; 2025Q2: 10,467 shares; 2025Q3: 13,003 shares; 2025Q4: 17,853 shares 17,853 $1.35M 0.02% +4,850 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,452 shares; 2024Q4: 15,810 shares; 2025Q1: 18,520 shares; 2025Q2: 15,803 shares; 2025Q3: 15,459 shares; 2025Q4: 15,337 shares 15,337 $1.35M 0.02% -122 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: 31,168 shares; 2024Q4: 32,597 shares; 2025Q1: 40,078 shares; 2025Q2: 27,772 shares; 2025Q3: 26,661 shares; 2025Q4: 25,086 shares 25,086 $1.35M 0.02% -1,575 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,879 shares; 2024Q4: 15,823 shares; 2025Q1: 25,364 shares; 2025Q2: 15,731 shares; 2025Q3: 16,012 shares; 2025Q4: 16,100 shares 16,100 $1.35M 0.02% +88 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,169 shares; 2024Q4: 22,626 shares; 2025Q1: 26,528 shares; 2025Q2: 22,626 shares; 2025Q3: 22,626 shares; 2025Q4: 22,606 shares 22,606 $1.35M 0.02% -20 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,808 shares; 2024Q4: 26,988 shares; 2025Q1: 28,209 shares; 2025Q2: 16,705 shares; 2025Q3: 15,935 shares; 2025Q4: 15,409 shares 15,409 $1.34M 0.02% -526 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: 12,516 shares; 2024Q4: 12,236 shares; 2025Q1: 17,463 shares; 2025Q2: 12,950 shares; 2025Q3: 12,695 shares; 2025Q4: 12,670 shares 12,670 $1.34M 0.02% -25 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,670 shares; 2025Q1: 4,144 shares; 2025Q2: 3,797 shares; 2025Q3: 3,893 shares; 2025Q4: 3,963 shares 3,963 $1.34M 0.02% +70 Timeline DMXU 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: 44,225 shares; 2024Q4: 44,588 shares; 2025Q1: 44,458 shares; 2025Q2: 44,895 shares; 2025Q3: 44,448 shares; 2025Q4: 37,541 shares 37,541 $1.32M 0.02% -6,907 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: 15,934 shares; 2024Q4: 15,783 shares; 2025Q1: 16,732 shares; 2025Q2: 11,007 shares; 2025Q3: 10,284 shares; 2025Q4: 9,728 shares 9,728 $1.3M 0.02% -556 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: 5,714 shares; 2024Q4: 5,624 shares; 2025Q1: 7,210 shares; 2025Q2: 9,939 shares; 2025Q3: 10,614 shares; 2025Q4: 10,627 shares 10,627 $1.3M 0.02% +13 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: 38,555 shares; 2024Q4: 39,756 shares; 2025Q1: 70,449 shares; 2025Q2: 37,976 shares; 2025Q3: 38,763 shares; 2025Q4: 35,068 shares 35,068 $1.29M 0.02% -3,695 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 52,356 shares 52,356 $1.28M 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,421 shares; 2025Q1: 2,745 shares; 2025Q2: 2,317 shares; 2025Q3: 2,270 shares; 2025Q4: 2,495 shares 2,495 $1.27M 0.02% +225 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,621 shares; 2025Q1: 1,805 shares; 2025Q2: 1,543 shares; 2025Q3: 1,530 shares; 2025Q4: 1,547 shares 1,547 $1.27M 0.02% +17 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: 1,807 shares; 2024Q4: 1,584 shares; 2025Q1: 2,581 shares; 2025Q2: 1,533 shares; 2025Q3: 1,658 shares; 2025Q4: 1,562 shares 1,562 $1.26M 0.02% -96 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,705 shares; 2024Q4: 6,893 shares; 2025Q1: 7,312 shares; 2025Q2: 6,301 shares; 2025Q3: 6,550 shares; 2025Q4: 6,808 shares 6,808 $1.26M 0.02% +258 Timeline KRBN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,597 shares 35,597 $1.26M 0.02% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,604 shares; 2025Q1: 24,508 shares; 2025Q2: 26,761 shares; 2025Q3: 28,792 shares; 2025Q4: 17,546 shares 17,546 $1.26M 0.02% -11,246 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: 1,307 shares; 2024Q4: 1,559 shares; 2025Q1: 3,965 shares; 2025Q2: 2,322 shares; 2025Q3: 4,600 shares; 2025Q4: 5,546 shares 5,546 $1.25M 0.02% +946 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,740 shares; 2024Q4: 113,470 shares; 2025Q1: 167,886 shares; 2025Q2: 108,092 shares; 2025Q3: 90,665 shares; 2025Q4: 84,648 shares 84,648 $1.25M 0.02% -6,017 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,207 shares; 2025Q1: 5,484 shares; 2025Q2: 5,998 shares; 2025Q3: 6,386 shares; 2025Q4: 9,248 shares 9,248 $1.25M 0.02% +2,862 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: 6,271 shares; 2024Q4: 5,797 shares; 2025Q1: 6,254 shares; 2025Q2: 5,759 shares; 2025Q3: 5,978 shares; 2025Q4: 5,858 shares 5,858 $1.24M 0.02% -120 Timeline ZSC USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,391 shares; 2025Q4: 43,455 shares 43,455 $1.22M 0.01% +13,064 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,020 shares; 2024Q4: 14,095 shares; 2025Q1: 14,520 shares; 2025Q2: 11,430 shares; 2025Q3: 13,532 shares; 2025Q4: 12,434 shares 12,434 $1.22M 0.01% -1,098 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: 4,623 shares; 2025Q1: 4,820 shares; 2025Q2: 5,319 shares; 2025Q3: 5,316 shares; 2025Q4: 4,863 shares 4,863 $1.2M 0.01% -453 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 13,017 shares; 2025Q1: 54,469 shares; 2025Q2: 12,619 shares; 2025Q3: 14,418 shares; 2025Q4: 15,868 shares 15,868 $1.2M 0.01% +1,450 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 13,032 shares; 2025Q1: 19,592 shares; 2025Q2: 16,842 shares; 2025Q3: 16,521 shares; 2025Q4: 14,076 shares 14,076 $1.2M 0.01% -2,445 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 6,997 shares; 2025Q3: 9,128 shares; 2025Q4: 22,675 shares 22,675 $1.2M 0.01% +13,547 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: 15,640 shares; 2024Q4: 15,882 shares; 2025Q1: 22,638 shares; 2025Q2: 16,981 shares; 2025Q3: 17,345 shares; 2025Q4: 20,325 shares 20,325 $1.19M 0.01% +2,980 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,021 shares; 2024Q4: 29,778 shares; 2025Q1: 33,858 shares; 2025Q2: 29,559 shares; 2025Q3: 28,433 shares; 2025Q4: 27,160 shares 27,160 $1.16M 0.01% -1,273 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: 4,683 shares; 2024Q4: 4,013 shares; 2025Q1: 6,958 shares; 2025Q2: 5,394 shares; 2025Q3: 5,790 shares; 2025Q4: 6,233 shares 6,233 $1.16M 0.01% +443 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,207 shares; 2024Q4: 16,429 shares; 2025Q1: 17,636 shares; 2025Q2: 14,998 shares; 2025Q3: 14,900 shares; 2025Q4: 14,568 shares 14,568 $1.16M 0.01% -332 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,841 shares; 2024Q4: 19,853 shares; 2025Q1: 19,802 shares; 2025Q2: 19,777 shares; 2025Q3: 13,564 shares; 2025Q4: 13,372 shares 13,372 $1.15M 0.01% -192 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,991 shares; 2025Q3: 35,404 shares; 2025Q4: 12,497 shares 12,497 $1.14M 0.01% -22,907 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 6,629 shares; 2025Q1: 6,954 shares; 2025Q2: 6,890 shares; 2025Q3: 6,770 shares; 2025Q4: 7,117 shares 7,117 $1.13M 0.01% +347 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 6,151 shares; 2025Q1: 5,835 shares; 2025Q2: 5,863 shares; 2025Q3: 5,965 shares; 2025Q4: 6,241 shares 6,241 $1.13M 0.01% +276 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,328 shares; 2025Q1: 4,611 shares; 2025Q2: 3,265 shares; 2025Q3: 3,264 shares; 2025Q4: 3,261 shares 3,261 $1.12M 0.01% -3 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,381 shares; 2024Q4: 19,949 shares; 2025Q1: 20,166 shares; 2025Q2: 15,761 shares; 2025Q3: 14,496 shares; 2025Q4: 14,207 shares 14,207 $1.12M 0.01% -289 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,866 shares; 2024Q4: 88,588 shares; 2025Q1: 90,294 shares; 2025Q2: 101,155 shares; 2025Q3: 95,022 shares; 2025Q4: 93,798 shares 93,798 $1.11M 0.01% -1,224 Timeline KIDS ORTHOPEDIATRICS CORP More: the full row for ORTHOPEDIATRICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,419 shares; 2024Q4: 62,419 shares; 2025Q1: 62,408 shares; 2025Q2: 62,408 shares; 2025Q3: 62,408 shares; 2025Q4: 62,408 shares 62,408 $1.11M 0.01% 0 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: 4,901 shares; 2024Q4: 6,681 shares; 2025Q1: 7,963 shares; 2025Q2: 6,680 shares; 2025Q3: 6,393 shares; 2025Q4: 7,072 shares 7,072 $1.11M 0.01% +679 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,105 shares; 2025Q1: 5,247 shares; 2025Q2: 4,836 shares; 2025Q3: 5,296 shares; 2025Q4: 5,700 shares 5,700 $1.1M 0.01% +404 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,443 shares; 2025Q1: 3,239 shares; 2025Q2: 2,494 shares; 2025Q3: 2,476 shares; 2025Q4: 2,833 shares 2,833 $1.1M 0.01% +357 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,331 shares; 2024Q4: 16,670 shares; 2025Q1: 18,941 shares; 2025Q2: 16,198 shares; 2025Q3: 15,196 shares; 2025Q4: 14,926 shares 14,926 $1.1M 0.01% -270 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,987 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,499 shares 20,499 $1.1M 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 2,981 shares; 2025Q1: 3,731 shares; 2025Q2: 2,996 shares; 2025Q3: 2,758 shares; 2025Q4: 2,409 shares 2,409 $1.09M 0.01% -349 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,346 shares; 2024Q4: 80,580 shares; 2025Q1: 75,618 shares; 2025Q2: 57,477 shares; 2025Q3: 57,094 shares; 2025Q4: 46,712 shares 46,712 $1.09M 0.01% -10,382 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: 10,868 shares; 2024Q4: 7,563 shares; 2025Q1: 5,621 shares; 2025Q2: 6,216 shares; 2025Q3: 6,605 shares; 2025Q4: 7,589 shares 7,589 $1.09M 0.01% +984 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,017 shares; 2025Q1: 4,771 shares; 2025Q2: 2,280 shares; 2025Q3: 2,551 shares; 2025Q4: 2,984 shares 2,984 $1.07M 0.01% +433 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,576 shares; 2024Q4: 31,609 shares; 2025Q1: 36,866 shares; 2025Q2: 27,875 shares; 2025Q3: 26,027 shares; 2025Q4: 23,046 shares 23,046 $1.07M 0.01% -2,981 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 7,991 shares; 2025Q1: 9,627 shares; 2025Q2: 8,279 shares; 2025Q3: 8,282 shares; 2025Q4: 8,286 shares 8,286 $1.07M 0.01% +4 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: not reported; 2024Q4: 11,730 shares; 2025Q1: 10,831 shares; 2025Q2: 9,541 shares; 2025Q3: 29,492 shares; 2025Q4: 31,292 shares 31,292 $1.07M 0.01% +1,800 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,689 shares; 2024Q4: 137,196 shares; 2025Q1: 25,746 shares; 2025Q2: 24,062 shares; 2025Q3: 23,163 shares; 2025Q4: 20,964 shares 20,964 $1.06M 0.01% -2,199 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 3,805 shares; 2025Q1: 4,750 shares; 2025Q2: 5,312 shares; 2025Q3: 6,529 shares; 2025Q4: 6,031 shares 6,031 $1.06M 0.01% -498 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,441 shares; 2024Q4: 14,163 shares; 2025Q1: 224,283 shares; 2025Q2: 20,244 shares; 2025Q3: 20,098 shares; 2025Q4: 19,994 shares 19,994 $1.06M 0.01% -104 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,007 shares; 2025Q1: 4,767 shares; 2025Q2: 3,400 shares; 2025Q3: 3,633 shares; 2025Q4: 3,774 shares 3,774 $1.05M 0.01% +141 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 567 shares; 2025Q1: 674 shares; 2025Q2: 1,842 shares; 2025Q3: 1,802 shares; 2025Q4: 1,833 shares 1,833 $1.05M 0.01% +31 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,067 shares; 2024Q4: 54,877 shares; 2025Q1: 43,360 shares; 2025Q2: 37,063 shares; 2025Q3: 32,648 shares; 2025Q4: 28,307 shares 28,307 $1.05M 0.01% -4,341 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 54,040 shares 54,040 $1.05M 0.01% new Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,063 shares; 2024Q4: 48,063 shares; 2025Q1: 64,257 shares; 2025Q2: 53,977 shares; 2025Q3: 52,977 shares; 2025Q4: 52,727 shares 52,727 $1.04M 0.01% -250 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 3,948 shares; 2025Q1: 4,119 shares; 2025Q2: 3,900 shares; 2025Q3: 3,911 shares; 2025Q4: 3,325 shares 3,325 $1.04M 0.01% -586 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,394 shares; 2025Q1: 3,790 shares; 2025Q2: 2,900 shares; 2025Q3: 2,664 shares; 2025Q4: 2,638 shares 2,638 $1.04M 0.01% -26 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: 9,960 shares; 2025Q1: 12,851 shares; 2025Q2: 10,966 shares; 2025Q3: 11,200 shares; 2025Q4: 10,875 shares 10,875 $1.04M 0.01% -325 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: 2,087 shares; 2024Q4: 2,925 shares; 2025Q1: 7,882 shares; 2025Q2: 7,993 shares; 2025Q3: 7,364 shares; 2025Q4: 6,408 shares 6,408 $1.03M 0.01% -956 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,832 shares; 2024Q4: 38,947 shares; 2025Q1: 36,165 shares; 2025Q2: 25,289 shares; 2025Q3: 25,715 shares; 2025Q4: 25,869 shares 25,869 $1.02M 0.01% +154 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,102 shares; 2024Q4: 42,737 shares; 2025Q1: 43,967 shares; 2025Q2: 38,497 shares; 2025Q3: 36,264 shares; 2025Q4: 35,373 shares 35,373 $998K 0.01% -891 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,378 shares; 2024Q4: 20,378 shares; 2025Q1: 22,671 shares; 2025Q2: 17,427 shares; 2025Q3: 23,592 shares; 2025Q4: 29,060 shares 29,060 $996K 0.01% +5,468 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,126 shares; 2024Q4: 19,216 shares; 2025Q1: 19,667 shares; 2025Q2: 19,466 shares; 2025Q3: 19,447 shares; 2025Q4: 19,901 shares 19,901 $993K 0.01% +454 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,442 shares; 2025Q3: 31,522 shares; 2025Q4: 14,917 shares 14,917 $991K 0.01% -16,605 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,105 shares 68,105 $990K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 4,599 shares; 2025Q1: 4,314 shares; 2025Q2: 3,604 shares; 2025Q3: 3,571 shares; 2025Q4: 3,365 shares 3,365 $988K 0.01% -206 Timeline XSD 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: 3,048 shares; 2024Q4: 3,049 shares; 2025Q1: 3,060 shares; 2025Q2: 3,055 shares; 2025Q3: 3,057 shares; 2025Q4: 3,058 shares 3,058 $984K 0.01% +1 Timeline