JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133,781 shares; 2024Q4: 1,291,912 shares; 2025Q1: 1,300,278 shares; 2025Q2: 1,371,923 shares; 2025Q3: 1,187,538 shares; 2025Q4: 1,210,372 shares 1,210,372 $76.5M 8.76% +22,834 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: 567,356 shares; 2024Q4: 667,196 shares; 2025Q1: 770,170 shares; 2025Q2: 837,611 shares; 2025Q3: 750,838 shares; 2025Q4: 782,051 shares 782,051 $58M 6.64% +31,213 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: 94,401 shares; 2024Q4: 97,405 shares; 2025Q1: 100,392 shares; 2025Q2: 103,532 shares; 2025Q3: 101,494 shares; 2025Q4: 100,595 shares 100,595 $27.3M 3.13% -899 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,493 shares; 2025Q1: 320,536 shares; 2025Q2: 351,608 shares; 2025Q3: 382,444 shares; 2025Q4: 413,296 shares 413,296 $21.3M 2.44% +30,852 Timeline CGCB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 796,801 shares 796,801 $21.1M 2.42% new 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: 85,867 shares; 2024Q4: 81,110 shares; 2025Q1: 82,640 shares; 2025Q2: 86,896 shares; 2025Q3: 86,692 shares; 2025Q4: 86,979 shares 86,979 $16.2M 1.86% +287 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: 30,037 shares; 2024Q4: 29,909 shares; 2025Q1: 29,929 shares; 2025Q2: 30,666 shares; 2025Q3: 30,540 shares; 2025Q4: 30,330 shares 30,330 $14.7M 1.68% -210 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: 58,961 shares; 2024Q4: 60,855 shares; 2025Q1: 62,148 shares; 2025Q2: 63,709 shares; 2025Q3: 63,417 shares; 2025Q4: 63,060 shares 63,060 $14.6M 1.67% -357 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: 17,890 shares; 2024Q4: 18,970 shares; 2025Q1: 18,758 shares; 2025Q2: 19,341 shares; 2025Q3: 19,180 shares; 2025Q4: 19,282 shares 19,282 $13.1M 1.51% +102 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: 13,740 shares; 2024Q4: 17,692 shares; 2025Q1: 18,235 shares; 2025Q2: 21,794 shares; 2025Q3: 19,502 shares; 2025Q4: 20,069 shares 20,069 $12.3M 1.41% +567 Timeline DIHP 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: 267,368 shares; 2024Q4: 279,460 shares; 2025Q1: 280,227 shares; 2025Q2: 315,333 shares; 2025Q3: 333,071 shares; 2025Q4: 368,012 shares 368,012 $11.7M 1.33% +34,941 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,910 shares; 2025Q2: 83,244 shares; 2025Q3: 70,870 shares; 2025Q4: 73,710 shares 73,710 $10.4M 1.19% +2,840 Timeline DEXC 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: 102,681 shares; 2025Q2: 126,562 shares; 2025Q3: 135,214 shares; 2025Q4: 170,045 shares 170,045 $10.3M 1.18% +34,831 Timeline DISV 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: 250,779 shares; 2024Q4: 274,918 shares; 2025Q1: 218,545 shares; 2025Q2: 231,317 shares; 2025Q3: 231,834 shares; 2025Q4: 261,202 shares 261,202 $9.93M 1.14% +29,368 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,040 shares; 2025Q2: 27,362 shares; 2025Q3: 22,385 shares; 2025Q4: 23,368 shares 23,368 $9.65M 1.1% +983 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: 27,057 shares; 2024Q4: 27,717 shares; 2025Q1: 28,520 shares; 2025Q2: 30,480 shares; 2025Q3: 30,918 shares; 2025Q4: 30,178 shares 30,178 $9.45M 1.08% -740 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,737 shares; 2025Q4: 178,969 shares 178,969 $9.11M 1.04% +20,232 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,635 shares; 2024Q4: 853,387 shares; 2025Q1: 367,968 shares; 2025Q2: 378,479 shares; 2025Q3: 333,594 shares; 2025Q4: 325,748 shares 325,748 $8.85M 1.01% -7,846 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: not reported; 2024Q4: 13,384 shares; 2025Q1: 98,998 shares; 2025Q2: 115,045 shares; 2025Q3: 108,255 shares; 2025Q4: 112,913 shares 112,913 $8.56M 0.98% +4,658 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,199 shares; 2025Q4: 93,075 shares 93,075 $8.39M 0.96% +10,876 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,427 shares; 2025Q4: 86,225 shares 86,225 $8.3M 0.95% +9,798 Timeline UTES 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: 91,451 shares; 2025Q4: 104,775 shares 104,775 $8.28M 0.95% +13,324 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: 14,976 shares; 2024Q4: 15,891 shares; 2025Q1: 17,688 shares; 2025Q2: 18,049 shares; 2025Q3: 18,601 shares; 2025Q4: 17,683 shares 17,683 $7.95M 0.91% -918 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: 30,902 shares; 2024Q4: 30,322 shares; 2025Q1: 29,780 shares; 2025Q2: 30,566 shares; 2025Q3: 27,442 shares; 2025Q4: 54,910 shares 54,910 $7.91M 0.9% +27,468 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: 64,136 shares; 2024Q4: 59,782 shares; 2025Q1: 56,852 shares; 2025Q2: 55,412 shares; 2025Q3: 54,012 shares; 2025Q4: 54,181 shares 54,181 $7.78M 0.89% +169 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: 11,667 shares; 2024Q4: 11,839 shares; 2025Q1: 11,512 shares; 2025Q2: 11,874 shares; 2025Q3: 11,679 shares; 2025Q4: 11,648 shares 11,648 $7.69M 0.88% -31 Timeline PYLD 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: 180,942 shares; 2024Q4: 280,827 shares; 2025Q1: 247,719 shares; 2025Q2: 262,016 shares; 2025Q3: 270,368 shares; 2025Q4: 283,899 shares 283,899 $7.57M 0.87% +13,531 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: 27,772 shares; 2024Q4: 51,587 shares; 2025Q1: 61,618 shares; 2025Q2: 65,841 shares; 2025Q3: 67,977 shares; 2025Q4: 70,662 shares 70,662 $7.21M 0.83% +2,685 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,000 shares; 2024Q4: 108,454 shares; 2025Q1: 136,651 shares; 2025Q2: 169,347 shares; 2025Q3: 200,017 shares; 2025Q4: 214,907 shares 214,907 $6.86M 0.79% +14,890 Timeline AVMV 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: not reported; 2024Q4: not reported; 2025Q1: 75,574 shares; 2025Q2: 83,553 shares; 2025Q3: 88,126 shares; 2025Q4: 93,719 shares 93,719 $6.66M 0.76% +5,593 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,908 shares; 2025Q1: 41,726 shares; 2025Q2: 47,327 shares; 2025Q3: 56,688 shares; 2025Q4: 52,891 shares 52,891 $6.57M 0.75% -3,797 Timeline USTB 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: 69,096 shares; 2024Q4: 100,416 shares; 2025Q1: 107,963 shares; 2025Q2: 113,912 shares; 2025Q3: 121,746 shares; 2025Q4: 128,399 shares 128,399 $6.53M 0.75% +6,653 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: 15,343 shares; 2024Q4: 16,153 shares; 2025Q1: 15,213 shares; 2025Q2: 15,151 shares; 2025Q3: 13,603 shares; 2025Q4: 13,281 shares 13,281 $6.48M 0.74% -322 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: 32,769 shares; 2024Q4: 32,841 shares; 2025Q1: 30,165 shares; 2025Q2: 29,910 shares; 2025Q3: 29,320 shares; 2025Q4: 29,181 shares 29,181 $6.18M 0.71% -139 Timeline AIRR 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: 38,298 shares; 2024Q4: 45,934 shares; 2025Q1: 50,362 shares; 2025Q2: 56,503 shares; 2025Q3: 58,310 shares; 2025Q4: 60,462 shares 60,462 $5.94M 0.68% +2,152 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: 12,651 shares; 2024Q4: 11,875 shares; 2025Q1: 9,162 shares; 2025Q2: 9,262 shares; 2025Q3: 8,521 shares; 2025Q4: 8,535 shares 8,535 $5.85M 0.67% +14 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: 26,815 shares; 2024Q4: 55,308 shares; 2025Q1: 50,790 shares; 2025Q2: 50,870 shares; 2025Q3: 50,728 shares; 2025Q4: 52,211 shares 52,211 $5.82M 0.67% +1,483 Timeline JMID 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: 141,812 shares; 2025Q2: 158,252 shares; 2025Q3: 169,959 shares; 2025Q4: 195,762 shares 195,762 $5.7M 0.65% +25,803 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: 46,884 shares; 2024Q4: 46,701 shares; 2025Q1: 46,938 shares; 2025Q2: 48,856 shares; 2025Q3: 48,452 shares; 2025Q4: 48,488 shares 48,488 $5.68M 0.65% +36 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: 19,834 shares; 2024Q4: 18,903 shares; 2025Q1: 18,040 shares; 2025Q2: 18,026 shares; 2025Q3: 17,648 shares; 2025Q4: 17,415 shares 17,415 $5.61M 0.64% -233 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: 29,075 shares; 2024Q4: 40,681 shares; 2025Q1: 46,270 shares; 2025Q2: 51,034 shares; 2025Q3: 52,451 shares; 2025Q4: 54,910 shares 54,910 $5.6M 0.64% +2,459 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,681 shares; 2024Q4: 106,248 shares; 2025Q1: 92,886 shares; 2025Q2: 106,564 shares; 2025Q3: 110,275 shares; 2025Q4: 114,769 shares 114,769 $5.06M 0.58% +4,494 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: 12,674 shares; 2024Q4: 13,531 shares; 2025Q1: 13,453 shares; 2025Q2: 12,795 shares; 2025Q3: 11,967 shares; 2025Q4: 14,715 shares 14,715 $4.93M 0.56% +2,748 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: 39,211 shares; 2024Q4: 48,093 shares; 2025Q1: 44,089 shares; 2025Q2: 50,909 shares; 2025Q3: 50,351 shares; 2025Q4: 53,322 shares 53,322 $4.93M 0.56% +2,971 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,647 shares; 2025Q2: 92,688 shares; 2025Q3: 82,358 shares; 2025Q4: 74,350 shares 74,350 $4.82M 0.55% -8,008 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,145 shares; 2025Q2: 54,782 shares; 2025Q3: 55,017 shares; 2025Q4: 56,567 shares 56,567 $4.77M 0.55% +1,550 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: 14,228 shares; 2024Q4: 14,483 shares; 2025Q1: 13,659 shares; 2025Q2: 14,078 shares; 2025Q3: 13,690 shares; 2025Q4: 13,454 shares 13,454 $4.72M 0.54% -236 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: 9,625 shares; 2024Q4: 9,950 shares; 2025Q1: 9,852 shares; 2025Q2: 10,098 shares; 2025Q3: 9,176 shares; 2025Q4: 9,191 shares 9,191 $4.62M 0.53% +15 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: 9,485 shares; 2024Q4: 9,342 shares; 2025Q1: 9,307 shares; 2025Q2: 9,255 shares; 2025Q3: 7,363 shares; 2025Q4: 7,260 shares 7,260 $4.55M 0.52% -103 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: 27,777 shares; 2024Q4: 26,225 shares; 2025Q1: 25,571 shares; 2025Q2: 24,673 shares; 2025Q3: 24,529 shares; 2025Q4: 24,437 shares 24,437 $4.48M 0.51% -92 Timeline DEHP 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: 243,432 shares; 2024Q4: 234,423 shares; 2025Q1: 167,583 shares; 2025Q2: 150,436 shares; 2025Q3: 133,528 shares; 2025Q4: 131,243 shares 131,243 $4.23M 0.48% -2,285 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: 13,295 shares; 2024Q4: 14,309 shares; 2025Q1: 14,309 shares; 2025Q2: 13,973 shares; 2025Q3: 13,982 shares; 2025Q4: 13,823 shares 13,823 $4.2M 0.48% -159 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: 11,089 shares; 2024Q4: 10,283 shares; 2025Q1: 10,621 shares; 2025Q2: 12,793 shares; 2025Q3: 12,499 shares; 2025Q4: 12,085 shares 12,085 $4.18M 0.48% -414 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: 29,989 shares; 2024Q4: 29,488 shares; 2025Q1: 21,829 shares; 2025Q2: 21,962 shares; 2025Q3: 20,993 shares; 2025Q4: 20,920 shares 20,920 $4M 0.46% -73 Timeline JSML 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: 35,679 shares; 2025Q2: 46,584 shares; 2025Q3: 49,117 shares; 2025Q4: 52,765 shares 52,765 $3.88M 0.44% +3,648 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,180 shares; 2025Q4: 65,776 shares 65,776 $3.88M 0.44% +8,596 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: 10,806 shares; 2024Q4: 11,248 shares; 2025Q1: 11,699 shares; 2025Q2: 11,491 shares; 2025Q3: 11,628 shares; 2025Q4: 11,350 shares 11,350 $3.56M 0.41% -278 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: 11,878 shares; 2024Q4: 12,125 shares; 2025Q1: 12,120 shares; 2025Q2: 12,444 shares; 2025Q3: 14,008 shares; 2025Q4: 13,946 shares 13,946 $3.43M 0.39% -62 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: 4,929 shares; 2024Q4: 4,705 shares; 2025Q1: 4,220 shares; 2025Q2: 4,074 shares; 2025Q3: 3,972 shares; 2025Q4: 36,442 shares 36,442 $3.42M 0.39% +32,470 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: 24,251 shares; 2024Q4: 17,237 shares; 2025Q1: 16,448 shares; 2025Q2: 16,405 shares; 2025Q3: 15,606 shares; 2025Q4: 15,178 shares 15,178 $3.19M 0.37% -428 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: 54,080 shares; 2024Q4: 50,471 shares; 2025Q1: 49,756 shares; 2025Q2: 50,997 shares; 2025Q3: 50,191 shares; 2025Q4: 47,767 shares 47,767 $3.15M 0.36% -2,424 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: 19,943 shares; 2024Q4: 35,954 shares; 2025Q1: 47,057 shares; 2025Q2: 60,638 shares; 2025Q3: 59,706 shares; 2025Q4: 61,859 shares 61,859 $3.12M 0.36% +2,153 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: 10,533 shares; 2024Q4: 10,736 shares; 2025Q1: 10,535 shares; 2025Q2: 10,841 shares; 2025Q3: 13,382 shares; 2025Q4: 15,750 shares 15,750 $3.07M 0.35% +2,368 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: 57,953 shares; 2024Q4: 55,722 shares; 2025Q1: 54,914 shares; 2025Q2: 55,256 shares; 2025Q3: 55,576 shares; 2025Q4: 55,199 shares 55,199 $3.04M 0.35% -377 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: 46,563 shares; 2024Q4: 45,642 shares; 2025Q1: 42,457 shares; 2025Q2: 41,688 shares; 2025Q3: 39,920 shares; 2025Q4: 39,349 shares 39,349 $3.03M 0.35% -571 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: 16,226 shares; 2024Q4: 14,217 shares; 2025Q1: 14,896 shares; 2025Q2: 14,870 shares; 2025Q3: 14,512 shares; 2025Q4: 14,455 shares 14,455 $2.99M 0.34% -57 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: 18,927 shares; 2024Q4: 19,221 shares; 2025Q1: 18,785 shares; 2025Q2: 18,612 shares; 2025Q3: 18,483 shares; 2025Q4: 18,676 shares 18,676 $2.85M 0.33% +193 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,980 shares; 2025Q2: 66,825 shares; 2025Q3: 64,357 shares; 2025Q4: 71,305 shares 71,305 $2.76M 0.32% +6,948 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: 12,389 shares; 2024Q4: 12,013 shares; 2025Q1: 12,167 shares; 2025Q2: 12,065 shares; 2025Q3: 12,044 shares; 2025Q4: 12,011 shares 12,011 $2.74M 0.31% -33 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: 19,132 shares; 2024Q4: 21,697 shares; 2025Q1: 21,488 shares; 2025Q2: 22,240 shares; 2025Q3: 20,964 shares; 2025Q4: 21,012 shares 21,012 $2.53M 0.29% +48 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: 6,021 shares; 2024Q4: 17,589 shares; 2025Q1: 17,492 shares; 2025Q2: 17,512 shares; 2025Q3: 17,439 shares; 2025Q4: 17,316 shares 17,316 $2.48M 0.28% -123 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,818 shares; 2024Q4: 69,112 shares; 2025Q1: 54,915 shares; 2025Q2: 54,861 shares; 2025Q3: 54,454 shares; 2025Q4: 54,552 shares 54,552 $2.47M 0.28% +98 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: 11,275 shares; 2024Q4: 11,166 shares; 2025Q1: 13,985 shares; 2025Q2: 13,960 shares; 2025Q3: 13,739 shares; 2025Q4: 13,469 shares 13,469 $2.39M 0.27% -270 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: 6,388 shares; 2024Q4: 6,338 shares; 2025Q1: 6,503 shares; 2025Q2: 6,562 shares; 2025Q3: 4,914 shares; 2025Q4: 4,912 shares 4,912 $2.38M 0.27% -2 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,660 shares; 2024Q4: 42,618 shares; 2025Q1: 35,130 shares; 2025Q2: 34,323 shares; 2025Q3: 33,742 shares; 2025Q4: 33,688 shares 33,688 $2.35M 0.27% -54 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: 4,381 shares; 2024Q4: 5,343 shares; 2025Q1: 5,098 shares; 2025Q2: 5,103 shares; 2025Q3: 4,992 shares; 2025Q4: 4,871 shares 4,871 $2.34M 0.27% -121 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,351 shares; 2024Q4: 78,278 shares; 2025Q1: 32,344 shares; 2025Q2: 32,861 shares; 2025Q3: 32,754 shares; 2025Q4: 31,932 shares 31,932 $2.31M 0.26% -822 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: 25,255 shares; 2024Q4: 24,689 shares; 2025Q1: 22,818 shares; 2025Q2: 22,627 shares; 2025Q3: 20,189 shares; 2025Q4: 20,189 shares 20,189 $2.3M 0.26% 0 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: 7,402 shares; 2024Q4: 9,340 shares; 2025Q1: 9,386 shares; 2025Q2: 9,344 shares; 2025Q3: 9,479 shares; 2025Q4: 9,423 shares 9,423 $2.27M 0.26% -56 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: 13,984 shares; 2024Q4: 12,801 shares; 2025Q1: 12,704 shares; 2025Q2: 16,426 shares; 2025Q3: 16,384 shares; 2025Q4: 16,255 shares 16,255 $2.24M 0.26% -129 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,526 shares; 2024Q4: 63,243 shares; 2025Q1: 55,820 shares; 2025Q2: 58,138 shares; 2025Q3: 58,135 shares; 2025Q4: 58,204 shares 58,204 $2.23M 0.26% +69 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: not reported; 2024Q4: 60,749 shares; 2025Q1: 65,952 shares; 2025Q2: 73,188 shares; 2025Q3: 69,149 shares; 2025Q4: 68,306 shares 68,306 $2.23M 0.26% -843 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM 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: 37,378 shares; 2025Q4: 51,131 shares 51,131 $2.22M 0.25% +13,753 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,424 shares; 2024Q4: 68,178 shares; 2025Q1: 48,320 shares; 2025Q2: 50,860 shares; 2025Q3: 49,683 shares; 2025Q4: 49,560 shares 49,560 $2.21M 0.25% -123 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: 11,960 shares; 2024Q4: 12,140 shares; 2025Q1: 12,209 shares; 2025Q2: 12,091 shares; 2025Q3: 12,710 shares; 2025Q4: 12,615 shares 12,615 $2.14M 0.25% -95 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: 6,463 shares; 2024Q4: 6,342 shares; 2025Q1: 6,304 shares; 2025Q2: 6,244 shares; 2025Q3: 6,819 shares; 2025Q4: 6,811 shares 6,811 $2.13M 0.24% -8 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 5,777 shares; 2025Q1: 5,703 shares; 2025Q2: 7,379 shares; 2025Q3: 7,290 shares; 2025Q4: 7,276 shares 7,276 $2.11M 0.24% -14 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: 3,026 shares; 2024Q4: 2,535 shares; 2025Q1: 2,480 shares; 2025Q2: 2,748 shares; 2025Q3: 1,707 shares; 2025Q4: 1,943 shares 1,943 $2.07M 0.24% +236 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: 4,394 shares; 2024Q4: 4,408 shares; 2025Q1: 4,372 shares; 2025Q2: 5,111 shares; 2025Q3: 5,223 shares; 2025Q4: 5,223 shares 5,223 $2.07M 0.24% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,179 shares; 2025Q1: 4,099 shares; 2025Q2: 4,060 shares; 2025Q3: 3,935 shares; 2025Q4: 3,815 shares 3,815 $1.99M 0.23% -120 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: 43,824 shares; 2024Q4: 47,010 shares; 2025Q1: 43,378 shares; 2025Q2: 42,381 shares; 2025Q3: 41,429 shares; 2025Q4: 48,576 shares 48,576 $1.98M 0.23% +7,147 Timeline MINO 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: 22,542 shares; 2024Q4: 34,632 shares; 2025Q1: 44,277 shares; 2025Q2: 46,527 shares; 2025Q3: 42,973 shares; 2025Q4: 43,785 shares 43,785 $1.96M 0.22% +812 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: 17,872 shares; 2024Q4: 16,711 shares; 2025Q1: 16,345 shares; 2025Q2: 16,183 shares; 2025Q3: 15,747 shares; 2025Q4: 15,625 shares 15,625 $1.88M 0.21% -122 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: 10,704 shares; 2024Q4: 10,888 shares; 2025Q1: 10,484 shares; 2025Q2: 10,340 shares; 2025Q3: 10,171 shares; 2025Q4: 10,155 shares 10,155 $1.87M 0.21% -16 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: 7,183 shares; 2024Q4: 6,947 shares; 2025Q1: 6,170 shares; 2025Q2: 6,179 shares; 2025Q3: 6,183 shares; 2025Q4: 6,156 shares 6,156 $1.86M 0.21% -27 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: 27,896 shares 27,896 $1.82M 0.21% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 18,875 shares; 2025Q1: 20,035 shares; 2025Q2: 19,910 shares; 2025Q3: 19,258 shares; 2025Q4: 18,915 shares 18,915 $1.82M 0.21% -343 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: 10,594 shares; 2024Q4: 11,030 shares; 2025Q1: 11,133 shares; 2025Q2: 11,240 shares; 2025Q3: 10,974 shares; 2025Q4: 10,978 shares 10,978 $1.77M 0.2% +4 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: not reported; 2024Q4: 1,072 shares; 2025Q1: 1,156 shares; 2025Q2: 2,603 shares; 2025Q3: 2,609 shares; 2025Q4: 2,670 shares 2,670 $1.75M 0.2% +61 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: 5,195 shares; 2024Q4: 5,313 shares; 2025Q1: 5,252 shares; 2025Q2: 5,257 shares; 2025Q3: 5,327 shares; 2025Q4: 5,325 shares 5,325 $1.7M 0.19% -2 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: 22,287 shares; 2024Q4: 73,636 shares; 2025Q1: 57,417 shares; 2025Q2: 57,349 shares; 2025Q3: 57,114 shares; 2025Q4: 56,112 shares 56,112 $1.69M 0.19% -1,002 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: 3,243 shares; 2024Q4: 3,209 shares; 2025Q1: 3,098 shares; 2025Q2: 3,027 shares; 2025Q3: 2,903 shares; 2025Q4: 2,945 shares 2,945 $1.67M 0.19% +42 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: 14,356 shares; 2024Q4: 9,037 shares; 2025Q1: 9,306 shares; 2025Q2: 10,226 shares; 2025Q3: 9,869 shares; 2025Q4: 9,010 shares 9,010 $1.6M 0.18% -859 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: 49,238 shares; 2024Q4: 60,060 shares; 2025Q1: 63,326 shares; 2025Q2: 65,000 shares; 2025Q3: 64,439 shares; 2025Q4: 63,751 shares 63,751 $1.58M 0.18% -688 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,986 shares; 2024Q4: 23,036 shares; 2025Q1: 23,036 shares; 2025Q2: 22,963 shares; 2025Q3: 22,963 shares; 2025Q4: 22,963 shares 22,963 $1.57M 0.18% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,945 shares; 2025Q1: 5,964 shares; 2025Q2: 5,964 shares; 2025Q3: 4,947 shares; 2025Q4: 4,971 shares 4,971 $1.56M 0.18% +24 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: 28,445 shares; 2024Q4: 32,970 shares; 2025Q1: 32,970 shares; 2025Q2: 32,970 shares; 2025Q3: 32,970 shares; 2025Q4: 32,970 shares 32,970 $1.54M 0.18% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,841 shares; 2024Q4: 17,657 shares; 2025Q1: 11,563 shares; 2025Q2: 10,683 shares; 2025Q3: 8,505 shares; 2025Q4: 9,031 shares 9,031 $1.53M 0.18% +526 Timeline DFSV 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: 34,410 shares; 2024Q4: 37,288 shares; 2025Q1: 35,596 shares; 2025Q2: 48,573 shares; 2025Q3: 48,297 shares; 2025Q4: 46,219 shares 46,219 $1.51M 0.17% -2,078 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: 14,029 shares; 2024Q4: 13,745 shares; 2025Q1: 13,949 shares; 2025Q2: 13,685 shares; 2025Q3: 13,209 shares; 2025Q4: 12,412 shares 12,412 $1.49M 0.17% -797 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: 1,704 shares; 2024Q4: 1,727 shares; 2025Q1: 1,691 shares; 2025Q2: 1,685 shares; 2025Q3: 1,711 shares; 2025Q4: 1,710 shares 1,710 $1.47M 0.17% -1 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: 18,510 shares; 2024Q4: 16,967 shares; 2025Q1: 14,181 shares; 2025Q2: 14,180 shares; 2025Q3: 13,640 shares; 2025Q4: 13,629 shares 13,629 $1.45M 0.17% -11 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,526 shares; 2025Q1: 4,235 shares; 2025Q2: 4,111 shares; 2025Q3: 3,943 shares; 2025Q4: 5,119 shares 5,119 $1.45M 0.17% +1,176 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,127 shares; 2024Q4: 27,865 shares; 2025Q1: 29,761 shares; 2025Q2: 29,634 shares; 2025Q3: 29,616 shares; 2025Q4: 29,362 shares 29,362 $1.44M 0.17% -254 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: 22,281 shares; 2024Q4: 22,311 shares; 2025Q1: 22,311 shares; 2025Q2: 22,302 shares; 2025Q3: 22,302 shares; 2025Q4: 22,302 shares 22,302 $1.44M 0.16% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,659 shares; 2024Q4: 16,122 shares; 2025Q1: 15,528 shares; 2025Q2: 15,491 shares; 2025Q3: 13,747 shares; 2025Q4: 18,554 shares 18,554 $1.42M 0.16% +4,807 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,184 shares; 2025Q1: 4,863 shares; 2025Q2: 5,979 shares; 2025Q3: 6,303 shares; 2025Q4: 6,782 shares 6,782 $1.41M 0.16% +479 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: 23,037 shares; 2024Q4: 18,268 shares; 2025Q1: 18,974 shares; 2025Q2: 18,637 shares; 2025Q3: 17,502 shares; 2025Q4: 17,454 shares 17,454 $1.4M 0.16% -48 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,551 shares; 2024Q4: 8,247 shares; 2025Q1: 8,173 shares; 2025Q2: 10,750 shares; 2025Q3: 10,706 shares; 2025Q4: 10,529 shares 10,529 $1.4M 0.16% -177 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: 2,696 shares; 2024Q4: 2,726 shares; 2025Q1: 2,603 shares; 2025Q2: 2,540 shares; 2025Q3: 2,511 shares; 2025Q4: 2,427 shares 2,427 $1.39M 0.16% -84 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,378 shares; 2025Q1: 1,336 shares; 2025Q2: 1,364 shares; 2025Q3: 1,342 shares; 2025Q4: 1,359 shares 1,359 $1.37M 0.16% +17 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: 1,345 shares; 2024Q4: 1,339 shares; 2025Q1: 1,308 shares; 2025Q2: 1,332 shares; 2025Q3: 1,238 shares; 2025Q4: 1,276 shares 1,276 $1.37M 0.16% +38 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,175 shares; 2025Q1: 2,033 shares; 2025Q2: 1,907 shares; 2025Q3: 2,303 shares; 2025Q4: 2,348 shares 2,348 $1.36M 0.16% +45 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,661 shares; 2024Q4: 21,041 shares; 2025Q1: 18,318 shares; 2025Q2: 18,938 shares; 2025Q3: 18,938 shares; 2025Q4: 18,938 shares 18,938 $1.35M 0.15% 0 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: 10,017 shares; 2024Q4: 15,345 shares; 2025Q1: 15,278 shares; 2025Q2: 14,837 shares; 2025Q3: 14,597 shares; 2025Q4: 14,278 shares 14,278 $1.34M 0.15% -319 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: 2,361 shares; 2024Q4: 1,827 shares; 2025Q1: 1,641 shares; 2025Q2: 6,748 shares; 2025Q3: 6,653 shares; 2025Q4: 7,027 shares 7,027 $1.33M 0.15% +374 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: 27,905 shares; 2024Q4: 24,458 shares; 2025Q1: 20,196 shares; 2025Q2: 14,661 shares; 2025Q3: 12,508 shares; 2025Q4: 12,510 shares 12,510 $1.32M 0.15% +2 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: 4,215 shares; 2024Q4: 4,016 shares; 2025Q1: 3,898 shares; 2025Q2: 3,901 shares; 2025Q3: 3,903 shares; 2025Q4: 3,871 shares 3,871 $1.3M 0.15% -32 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,707 shares; 2024Q4: 30,707 shares; 2025Q1: 30,764 shares; 2025Q2: 31,010 shares; 2025Q3: 31,046 shares; 2025Q4: 29,046 shares 29,046 $1.3M 0.15% -2,000 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: 11,659 shares; 2024Q4: 12,198 shares; 2025Q1: 7,936 shares; 2025Q2: 7,917 shares; 2025Q3: 7,513 shares; 2025Q4: 6,734 shares 6,734 $1.29M 0.15% -779 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: 9,042 shares; 2024Q4: 8,863 shares; 2025Q1: 8,693 shares; 2025Q2: 8,387 shares; 2025Q3: 8,131 shares; 2025Q4: 8,010 shares 8,010 $1.28M 0.15% -121 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,437 shares; 2024Q4: 14,345 shares; 2025Q1: 14,239 shares; 2025Q2: 13,787 shares; 2025Q3: 13,775 shares; 2025Q4: 12,840 shares 12,840 $1.28M 0.15% -935 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,096 shares; 2024Q4: 37,858 shares; 2025Q1: 33,888 shares; 2025Q2: 32,800 shares; 2025Q3: 31,700 shares; 2025Q4: 29,585 shares 29,585 $1.28M 0.15% -2,115 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 5,848 shares; 2025Q1: 5,751 shares; 2025Q2: 5,761 shares; 2025Q3: 5,798 shares; 2025Q4: 5,810 shares 5,810 $1.28M 0.15% +12 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: 1,344 shares; 2024Q4: 1,470 shares; 2025Q1: 1,558 shares; 2025Q2: 1,783 shares; 2025Q3: 1,801 shares; 2025Q4: 1,890 shares 1,890 $1.25M 0.14% +89 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,291 shares; 2024Q4: 11,256 shares; 2025Q1: 10,734 shares; 2025Q2: 10,517 shares; 2025Q3: 10,546 shares; 2025Q4: 10,292 shares 10,292 $1.25M 0.14% -254 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,003 shares; 2024Q4: 12,890 shares; 2025Q1: 12,810 shares; 2025Q2: 12,647 shares; 2025Q3: 11,671 shares; 2025Q4: 11,710 shares 11,710 $1.23M 0.14% +39 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: 3,486 shares; 2024Q4: 3,458 shares; 2025Q1: 3,476 shares; 2025Q2: 3,514 shares; 2025Q3: 3,562 shares; 2025Q4: 3,499 shares 3,499 $1.23M 0.14% -63 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: 13,941 shares; 2024Q4: 14,637 shares; 2025Q1: 10,613 shares; 2025Q2: 10,652 shares; 2025Q3: 10,799 shares; 2025Q4: 10,493 shares 10,493 $1.22M 0.14% -306 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: 23,286 shares; 2024Q4: 21,088 shares; 2025Q1: 16,286 shares; 2025Q2: 16,242 shares; 2025Q3: 15,235 shares; 2025Q4: 15,142 shares 15,142 $1.21M 0.14% -93 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: 17,506 shares; 2024Q4: 17,425 shares; 2025Q1: 15,965 shares; 2025Q2: 15,278 shares; 2025Q3: 14,864 shares; 2025Q4: 14,726 shares 14,726 $1.2M 0.14% -138 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,128 shares; 2024Q4: 7,689 shares; 2025Q1: 7,484 shares; 2025Q2: 7,506 shares; 2025Q3: 7,472 shares; 2025Q4: 7,340 shares 7,340 $1.2M 0.14% -132 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: 5,331 shares; 2024Q4: 5,312 shares; 2025Q1: 5,223 shares; 2025Q2: 5,213 shares; 2025Q3: 5,163 shares; 2025Q4: 10,010 shares 10,010 $1.2M 0.14% +4,847 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: 3,532 shares; 2024Q4: 4,768 shares; 2025Q1: 5,727 shares; 2025Q2: 5,794 shares; 2025Q3: 5,887 shares; 2025Q4: 5,945 shares 5,945 $1.16M 0.13% +58 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 2,879 shares; 2025Q1: 4,835 shares; 2025Q2: 6,365 shares; 2025Q3: 6,427 shares; 2025Q4: 6,128 shares 6,128 $1.12M 0.13% -299 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,269 shares; 2024Q4: 24,738 shares; 2025Q1: 20,815 shares; 2025Q2: 19,482 shares; 2025Q3: 19,362 shares; 2025Q4: 19,116 shares 19,116 $1.11M 0.13% -246 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: 22,503 shares; 2024Q4: 44,441 shares; 2025Q1: 40,901 shares; 2025Q2: 46,869 shares; 2025Q3: 45,927 shares; 2025Q4: 45,920 shares 45,920 $1.1M 0.13% -7 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: 6,044 shares; 2024Q4: 6,231 shares; 2025Q1: 6,169 shares; 2025Q2: 6,106 shares; 2025Q3: 4,332 shares; 2025Q4: 4,155 shares 4,155 $1.1M 0.13% -177 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,023 shares; 2025Q1: 3,976 shares; 2025Q2: 3,990 shares; 2025Q3: 3,938 shares; 2025Q4: 3,953 shares 3,953 $1.1M 0.13% +15 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,741 shares; 2025Q3: 10,575 shares; 2025Q4: 10,903 shares 10,903 $1.09M 0.12% +328 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 3,034 shares; 2025Q1: 3,043 shares; 2025Q2: 3,059 shares; 2025Q3: 3,354 shares; 2025Q4: 3,361 shares 3,361 $1.09M 0.12% +7 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: 5,680 shares; 2024Q4: 5,624 shares; 2025Q1: 5,636 shares; 2025Q2: 5,550 shares; 2025Q3: 5,546 shares; 2025Q4: 5,021 shares 5,021 $1.08M 0.12% -525 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: 1,574 shares; 2024Q4: 1,537 shares; 2025Q1: 1,519 shares; 2025Q2: 1,476 shares; 2025Q3: 1,384 shares; 2025Q4: 1,307 shares 1,307 $1.07M 0.12% -77 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: 6,891 shares; 2024Q4: 7,620 shares; 2025Q1: 7,617 shares; 2025Q2: 7,617 shares; 2025Q3: 7,515 shares; 2025Q4: 7,533 shares 7,533 $1.06M 0.12% +18 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: 8,806 shares; 2024Q4: 8,468 shares; 2025Q1: 8,163 shares; 2025Q2: 8,414 shares; 2025Q3: 8,466 shares; 2025Q4: 8,420 shares 8,420 $1.05M 0.12% -46 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,456 shares; 2025Q1: 3,645 shares; 2025Q2: 3,587 shares; 2025Q3: 3,555 shares; 2025Q4: 3,625 shares 3,625 $1.05M 0.12% +70 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: 3,266 shares; 2024Q4: 3,903 shares; 2025Q1: 3,767 shares; 2025Q2: 3,434 shares; 2025Q3: 3,689 shares; 2025Q4: 3,419 shares 3,419 $1.01M 0.12% -270 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: 19,394 shares; 2024Q4: 20,439 shares; 2025Q1: 20,464 shares; 2025Q2: 20,122 shares; 2025Q3: 19,437 shares; 2025Q4: 27,074 shares 27,074 $1M 0.11% +7,637 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,223 shares 25,223 $999K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,206 shares; 2025Q2: 7,677 shares; 2025Q3: 7,589 shares; 2025Q4: 7,365 shares 7,365 $995K 0.11% -224 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,276 shares; 2024Q4: 8,171 shares; 2025Q1: 8,150 shares; 2025Q2: 10,796 shares; 2025Q3: 10,132 shares; 2025Q4: 9,371 shares 9,371 $984K 0.11% -761 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 8,439 shares; 2025Q1: 12,693 shares; 2025Q2: 12,524 shares; 2025Q3: 12,280 shares; 2025Q4: 12,110 shares 12,110 $978K 0.11% -170 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,733 shares; 2025Q1: 4,600 shares; 2025Q2: 4,965 shares; 2025Q3: 4,935 shares; 2025Q4: 5,219 shares 5,219 $968K 0.11% +284 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,892 shares; 2024Q4: 23,037 shares; 2025Q1: 23,637 shares; 2025Q2: 23,328 shares; 2025Q3: 21,020 shares; 2025Q4: 20,142 shares 20,142 $963K 0.11% -878 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,292 shares; 2024Q4: 15,908 shares; 2025Q1: 23,134 shares; 2025Q2: 21,629 shares; 2025Q3: 19,489 shares; 2025Q4: 19,455 shares 19,455 $959K 0.11% -34 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 10,568 shares; 2025Q4: 12,335 shares 12,335 $930K 0.11% +1,767 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: 31,081 shares; 2024Q4: 32,012 shares; 2025Q1: 31,613 shares; 2025Q2: 32,278 shares; 2025Q3: 32,589 shares; 2025Q4: 32,654 shares 32,654 $898K 0.1% +65 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: 4,298 shares; 2024Q4: 3,510 shares; 2025Q1: 3,333 shares; 2025Q2: 3,401 shares; 2025Q3: 3,271 shares; 2025Q4: 3,412 shares 3,412 $880K 0.1% +141 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,401 shares; 2024Q4: 24,217 shares; 2025Q1: 24,174 shares; 2025Q2: 24,666 shares; 2025Q3: 24,715 shares; 2025Q4: 24,939 shares 24,939 $873K 0.1% +224 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: 9,545 shares; 2024Q4: 9,504 shares; 2025Q1: 9,810 shares; 2025Q2: 10,016 shares; 2025Q3: 9,417 shares; 2025Q4: 9,347 shares 9,347 $871K 0.1% -70 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,622 shares; 2024Q4: 8,485 shares; 2025Q1: 8,528 shares; 2025Q2: 8,664 shares; 2025Q3: 8,679 shares; 2025Q4: 8,622 shares 8,622 $861K 0.1% -57 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,700 shares; 2025Q3: 6,162 shares; 2025Q4: 4,657 shares 4,657 $860K 0.1% -1,505 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: 6,634 shares; 2024Q4: 6,290 shares; 2025Q1: 5,858 shares; 2025Q2: 6,025 shares; 2025Q3: 5,385 shares; 2025Q4: 5,283 shares 5,283 $856K 0.1% -102 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: 9,283 shares; 2024Q4: 12,668 shares; 2025Q1: 14,797 shares; 2025Q2: 15,833 shares; 2025Q3: 17,019 shares; 2025Q4: 17,019 shares 17,019 $845K 0.1% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,019 shares; 2025Q1: 1,016 shares; 2025Q2: 1,087 shares; 2025Q3: 1,110 shares; 2025Q4: 1,092 shares 1,092 $836K 0.1% -18 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: 2,040 shares; 2024Q4: 2,191 shares; 2025Q1: 2,483 shares; 2025Q2: 2,595 shares; 2025Q3: 2,589 shares; 2025Q4: 2,388 shares 2,388 $821K 0.09% -201 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: 4,081 shares; 2024Q4: 3,899 shares; 2025Q1: 3,881 shares; 2025Q2: 3,955 shares; 2025Q3: 3,949 shares; 2025Q4: 3,892 shares 3,892 $812K 0.09% -57 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,337 shares; 2025Q4: 1,790 shares 1,790 $812K 0.09% +453 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: 2,615 shares; 2024Q4: 2,582 shares; 2025Q1: 2,463 shares; 2025Q2: 2,566 shares; 2025Q3: 2,579 shares; 2025Q4: 2,487 shares 2,487 $806K 0.09% -92 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 399 shares; 2025Q1: 398 shares; 2025Q2: 406 shares; 2025Q3: 381 shares; 2025Q4: 374 shares 374 $804K 0.09% -7 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,364 shares; 2025Q1: 2,373 shares; 2025Q2: 2,409 shares; 2025Q3: 2,391 shares; 2025Q4: 2,380 shares 2,380 $804K 0.09% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,807 shares; 2025Q4: 23,038 shares 23,038 $794K 0.09% +1,231 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 26,937 shares; 2025Q1: 19,349 shares; 2025Q2: 12,634 shares; 2025Q3: 9,096 shares; 2025Q4: 8,254 shares 8,254 $790K 0.09% -842 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: 2,961 shares; 2024Q4: 2,686 shares; 2025Q1: 2,677 shares; 2025Q2: 2,599 shares; 2025Q3: 2,579 shares; 2025Q4: 2,577 shares 2,577 $787K 0.09% -2 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 1,296 shares; 2025Q3: 1,703 shares; 2025Q4: 1,675 shares 1,675 $787K 0.09% -28 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 7,387 shares; 2025Q1: 13,251 shares; 2025Q2: 18,815 shares; 2025Q3: 16,673 shares; 2025Q4: 15,283 shares 15,283 $770K 0.09% -1,390 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: 2,583 shares; 2024Q4: 1,263 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,136 shares; 2025Q4: 1,342 shares 1,342 $769K 0.09% +206 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 4,062 shares; 2025Q1: 4,030 shares; 2025Q2: 4,099 shares; 2025Q3: 3,975 shares; 2025Q4: 3,854 shares 3,854 $766K 0.09% -121 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,478 shares; 2025Q1: 4,241 shares; 2025Q2: 3,829 shares; 2025Q3: 2,600 shares; 2025Q4: 2,317 shares 2,317 $765K 0.09% -283 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,622 shares; 2024Q4: 3,413 shares; 2025Q1: 3,384 shares; 2025Q2: 3,358 shares; 2025Q3: 3,346 shares; 2025Q4: 3,358 shares 3,358 $764K 0.09% +12 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: 678 shares; 2024Q4: 662 shares; 2025Q1: 630 shares; 2025Q2: 636 shares; 2025Q3: 568 shares; 2025Q4: 4,955 shares 4,955 $759K 0.09% +4,387 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: 15,552 shares; 2024Q4: 15,751 shares; 2025Q1: 15,499 shares; 2025Q2: 15,487 shares; 2025Q3: 14,516 shares; 2025Q4: 13,782 shares 13,782 $755K 0.09% -734 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.09% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,379 shares; 2025Q1: 1,376 shares; 2025Q2: 1,087 shares; 2025Q3: 1,105 shares; 2025Q4: 1,312 shares 1,312 $755K 0.09% +207 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,667 shares; 2025Q1: 1,574 shares; 2025Q2: 804 shares; 2025Q3: 806 shares; 2025Q4: 858 shares 858 $754K 0.09% +52 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: 5,911 shares; 2024Q4: 5,614 shares; 2025Q1: 5,531 shares; 2025Q2: 5,337 shares; 2025Q3: 5,364 shares; 2025Q4: 5,318 shares 5,318 $751K 0.09% -46 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 8,928 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares; 2025Q3: 9,514 shares; 2025Q4: 9,514 shares 9,514 $750K 0.09% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,218 shares; 2025Q1: 4,186 shares; 2025Q2: 4,492 shares; 2025Q3: 5,091 shares; 2025Q4: 5,519 shares 5,519 $749K 0.09% +428 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,155 shares; 2025Q3: 3,157 shares; 2025Q4: 3,070 shares 3,070 $744K 0.09% -87 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: 10,333 shares; 2024Q4: 10,394 shares; 2025Q1: 7,995 shares; 2025Q2: 8,217 shares; 2025Q3: 8,192 shares; 2025Q4: 16,510 shares 16,510 $738K 0.08% +8,318 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: 3,050 shares; 2024Q4: 3,674 shares; 2025Q1: 3,792 shares; 2025Q2: 3,386 shares; 2025Q3: 3,448 shares; 2025Q4: 3,400 shares 3,400 $728K 0.08% -48 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: not reported; 2024Q4: not reported; 2025Q1: 4,947 shares; 2025Q2: 5,072 shares; 2025Q3: 5,410 shares; 2025Q4: 5,742 shares 5,742 $724K 0.08% +332 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: 10,476 shares; 2024Q4: 4,987 shares; 2025Q1: 5,039 shares; 2025Q2: 4,969 shares; 2025Q3: 5,262 shares; 2025Q4: 5,014 shares 5,014 $720K 0.08% -248 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: 2,439 shares; 2024Q4: 2,066 shares; 2025Q1: 1,939 shares; 2025Q2: 1,980 shares; 2025Q3: 1,845 shares; 2025Q4: 1,848 shares 1,848 $719K 0.08% +3 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: 1,232 shares; 2025Q1: 1,173 shares; 2025Q2: 1,075 shares; 2025Q3: 1,028 shares; 2025Q4: 1,056 shares 1,056 $712K 0.08% +28 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,303 shares; 2025Q4: 4,129 shares 4,129 $707K 0.08% -174 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,243 shares; 2025Q1: 15,243 shares; 2025Q2: 15,243 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $704K 0.08% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 7,325 shares; 2025Q1: 6,933 shares; 2025Q2: 6,806 shares; 2025Q3: 5,702 shares; 2025Q4: 6,260 shares 6,260 $700K 0.08% +558 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 2,925 shares; 2025Q1: not reported; 2025Q2: 2,752 shares; 2025Q3: 2,799 shares; 2025Q4: 2,772 shares 2,772 $696K 0.08% -27 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,697 shares; 2025Q1: 15,735 shares; 2025Q2: 16,256 shares; 2025Q3: 16,128 shares; 2025Q4: 15,608 shares 15,608 $695K 0.08% -520 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 11,892 shares; 2025Q1: 11,734 shares; 2025Q2: 10,882 shares; 2025Q3: 9,997 shares; 2025Q4: 14,990 shares 14,990 $688K 0.08% +4,993 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 6,162 shares; 2025Q1: 4,534 shares; 2025Q2: 4,542 shares; 2025Q3: 4,402 shares; 2025Q4: 4,240 shares 4,240 $687K 0.08% -162 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,614 shares; 2024Q4: 10,311 shares; 2025Q1: 10,614 shares; 2025Q2: 10,749 shares; 2025Q3: 16,081 shares; 2025Q4: 10,234 shares 10,234 $686K 0.08% -5,847 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 5,196 shares; 2025Q1: 5,503 shares; 2025Q2: 5,578 shares; 2025Q3: 5,617 shares; 2025Q4: 5,577 shares 5,577 $686K 0.08% -40 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 7,823 shares; 2025Q1: 8,842 shares; 2025Q2: 8,966 shares; 2025Q3: 10,744 shares; 2025Q4: 11,595 shares 11,595 $681K 0.08% +851 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 9,670 shares; 2025Q1: 9,670 shares; 2025Q2: 9,327 shares; 2025Q3: 7,763 shares; 2025Q4: 7,780 shares 7,780 $678K 0.08% +17 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: 4,444 shares; 2024Q4: 4,294 shares; 2025Q1: 4,037 shares; 2025Q2: 3,974 shares; 2025Q3: 3,174 shares; 2025Q4: 3,170 shares 3,170 $672K 0.08% -4 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,628 shares; 2024Q4: 8,930 shares; 2025Q1: 8,022 shares; 2025Q2: 7,973 shares; 2025Q3: 7,126 shares; 2025Q4: 6,081 shares 6,081 $660K 0.08% -1,045 Timeline DFAU 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: 15,405 shares; 2025Q3: 15,405 shares; 2025Q4: 15,405 shares 15,405 $655K 0.07% 0 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: 5,109 shares; 2024Q4: 5,425 shares; 2025Q1: 5,366 shares; 2025Q2: 5,366 shares; 2025Q3: 5,306 shares; 2025Q4: 5,297 shares 5,297 $653K 0.07% -9 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 6,521 shares; 2025Q1: 3,246 shares; 2025Q2: 3,263 shares; 2025Q3: 3,029 shares; 2025Q4: 3,038 shares 3,038 $648K 0.07% +9 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: 108 shares; 2024Q4: 103 shares; 2025Q1: 102 shares; 2025Q2: 96 shares; 2025Q3: 95 shares; 2025Q4: 121 shares 121 $648K 0.07% +26 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,279 shares; 2024Q4: 20,558 shares; 2025Q1: 20,314 shares; 2025Q2: 20,314 shares; 2025Q3: 20,314 shares; 2025Q4: 20,314 shares 20,314 $640K 0.07% 0 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: 2,492 shares; 2024Q4: 2,623 shares; 2025Q1: 2,423 shares; 2025Q2: 2,371 shares; 2025Q3: 2,288 shares; 2025Q4: 2,177 shares 2,177 $639K 0.07% -111 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: 13,843 shares; 2024Q4: 19,585 shares; 2025Q1: 13,357 shares; 2025Q2: 12,584 shares; 2025Q3: 12,375 shares; 2025Q4: 11,754 shares 11,754 $634K 0.07% -621 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,589 shares; 2025Q1: 2,969 shares; 2025Q2: 3,067 shares; 2025Q3: 3,158 shares; 2025Q4: 3,116 shares 3,116 $628K 0.07% -42 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: 1,418 shares; 2024Q4: 2,127 shares; 2025Q1: 2,130 shares; 2025Q2: 2,251 shares; 2025Q3: 2,239 shares; 2025Q4: 2,287 shares 2,287 $625K 0.07% +48 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: 36,741 shares; 2024Q4: 35,227 shares; 2025Q1: 26,041 shares; 2025Q2: 24,338 shares; 2025Q3: 22,650 shares; 2025Q4: 25,014 shares 25,014 $623K 0.07% +2,364 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: not reported; 2024Q4: not reported; 2025Q1: 4,093 shares; 2025Q2: 5,102 shares; 2025Q3: 5,072 shares; 2025Q4: 5,059 shares 5,059 $621K 0.07% -13 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: 11,775 shares; 2024Q4: 10,239 shares; 2025Q1: 6,776 shares; 2025Q2: 6,618 shares; 2025Q3: 6,616 shares; 2025Q4: 6,939 shares 6,939 $621K 0.07% +323 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: 469 shares; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 1,384 shares; 2025Q3: 1,397 shares; 2025Q4: 1,451 shares 1,451 $619K 0.07% +54 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,327 shares; 2025Q1: 1,317 shares; 2025Q2: 1,330 shares; 2025Q3: 1,318 shares; 2025Q4: 1,326 shares 1,326 $617K 0.07% +8 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,305 shares; 2025Q2: 1,352 shares; 2025Q3: 1,356 shares; 2025Q4: 1,347 shares 1,347 $604K 0.07% -9 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: 6,616 shares; 2024Q4: 6,283 shares; 2025Q1: 7,606 shares; 2025Q2: 7,515 shares; 2025Q3: 6,113 shares; 2025Q4: 6,208 shares 6,208 $597K 0.07% +95 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 18,694 shares; 2025Q1: 9,476 shares; 2025Q2: 11,314 shares; 2025Q3: 12,162 shares; 2025Q4: 11,947 shares 11,947 $596K 0.07% -215 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,692 shares; 2024Q4: 20,529 shares; 2025Q1: 21,640 shares; 2025Q2: 21,728 shares; 2025Q3: 21,412 shares; 2025Q4: 20,894 shares 20,894 $588K 0.07% -518 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 6,478 shares; 2025Q1: 6,517 shares; 2025Q2: 6,749 shares; 2025Q3: 6,242 shares; 2025Q4: 5,092 shares 5,092 $579K 0.07% -1,150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,739 shares; 2025Q4: 7,805 shares 7,805 $574K 0.07% +66 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,806 shares; 2024Q4: 15,243 shares; 2025Q1: 8,053 shares; 2025Q2: 8,542 shares; 2025Q3: 7,312 shares; 2025Q4: 7,234 shares 7,234 $570K 0.07% -78 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,015 shares; 2025Q3: 4,010 shares; 2025Q4: 3,963 shares 3,963 $570K 0.07% -47 Timeline SPHB 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: 5,701 shares; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares 4,870 $570K 0.07% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,376 shares; 2025Q4: 1,340 shares 1,340 $566K 0.06% -36 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,674 shares; 2024Q4: 41,386 shares; 2025Q1: 41,526 shares; 2025Q2: 42,251 shares; 2025Q3: 35,639 shares; 2025Q4: 18,810 shares 18,810 $562K 0.06% -16,829 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,528 shares; 2025Q4: 5,455 shares 5,455 $561K 0.06% -73 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: 9,690 shares; 2024Q4: 9,606 shares; 2025Q1: 9,062 shares; 2025Q2: 5,499 shares; 2025Q3: 5,075 shares; 2025Q4: 5,629 shares 5,629 $550K 0.06% +554 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: not reported; 2024Q4: 3,499 shares; 2025Q1: 3,014 shares; 2025Q2: 3,126 shares; 2025Q3: 3,124 shares; 2025Q4: 3,042 shares 3,042 $549K 0.06% -82 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: 10,109 shares; 2024Q4: 9,698 shares; 2025Q1: 9,679 shares; 2025Q2: 9,585 shares; 2025Q3: 9,414 shares; 2025Q4: 9,460 shares 9,460 $545K 0.06% +46 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: 3,404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,440 shares; 2025Q3: 3,402 shares; 2025Q4: 3,338 shares 3,338 $543K 0.06% -64 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: 2,184 shares; 2024Q4: 2,554 shares; 2025Q1: 2,339 shares; 2025Q2: 2,342 shares; 2025Q3: 2,474 shares; 2025Q4: 1,761 shares 1,761 $542K 0.06% -713 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 8,203 shares; 2025Q1: 7,892 shares; 2025Q2: 7,812 shares; 2025Q3: 6,912 shares; 2025Q4: 6,611 shares 6,611 $542K 0.06% -301 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,001 shares; 2024Q4: 8,370 shares; 2025Q1: 25,358 shares; 2025Q2: 29,959 shares; 2025Q3: 14,066 shares; 2025Q4: 14,070 shares 14,070 $536K 0.06% +4 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,716 shares; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,172 shares; 2025Q4: 1,741 shares 1,741 $535K 0.06% -431 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 13,962 shares; 2025Q1: 11,439 shares; 2025Q2: 14,548 shares; 2025Q3: 14,218 shares; 2025Q4: 13,905 shares 13,905 $529K 0.06% -313 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: 4,271 shares; 2024Q4: 4,276 shares; 2025Q1: 4,180 shares; 2025Q2: 4,208 shares; 2025Q3: 2,185 shares; 2025Q4: 2,282 shares 2,282 $528K 0.06% +97 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: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,413 shares; 2025Q2: 1,449 shares; 2025Q3: 1,497 shares; 2025Q4: 1,488 shares 1,488 $526K 0.06% -9 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,119 shares; 2025Q4: 6,001 shares 6,001 $525K 0.06% -118 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,482 shares; 2024Q4: 22,545 shares; 2025Q1: 36,333 shares; 2025Q2: 37,372 shares; 2025Q3: 36,566 shares; 2025Q4: 32,564 shares 32,564 $524K 0.06% -4,002 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,848 shares; 2025Q2: 5,082 shares; 2025Q3: 5,082 shares; 2025Q4: 5,075 shares 5,075 $523K 0.06% -7 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: 2,628 shares; 2024Q4: 2,504 shares; 2025Q1: 2,422 shares; 2025Q2: 2,472 shares; 2025Q3: 2,367 shares; 2025Q4: 2,367 shares 2,367 $520K 0.06% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,460 shares; 2025Q1: 6,518 shares; 2025Q2: 6,219 shares; 2025Q3: 5,482 shares; 2025Q4: 10,333 shares 10,333 $520K 0.06% +4,851 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 8,779 shares; 2025Q1: 9,810 shares; 2025Q2: 16,686 shares; 2025Q3: 16,390 shares; 2025Q4: 9,677 shares 9,677 $517K 0.06% -6,713 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,864 shares; 2024Q4: 21,864 shares; 2025Q1: 21,704 shares; 2025Q2: 21,704 shares; 2025Q3: 21,004 shares; 2025Q4: 19,921 shares 19,921 $516K 0.06% -1,083 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,511 shares; 2025Q2: 6,863 shares; 2025Q3: 6,932 shares; 2025Q4: 6,853 shares 6,853 $510K 0.06% -79 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: 13,249 shares; 2024Q4: 22,043 shares; 2025Q1: 29,938 shares; 2025Q2: 25,511 shares; 2025Q3: 4,861 shares; 2025Q4: 5,516 shares 5,516 $504K 0.06% +655 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: 4,862 shares; 2024Q4: 4,680 shares; 2025Q1: 4,710 shares; 2025Q2: 4,613 shares; 2025Q3: 5,083 shares; 2025Q4: 5,077 shares 5,077 $504K 0.06% -6 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,084 shares; 2025Q1: 3,783 shares; 2025Q2: 2,932 shares; 2025Q3: 2,904 shares; 2025Q4: 3,803 shares 3,803 $498K 0.06% +899 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 6,807 shares; 2025Q2: 6,866 shares; 2025Q3: 7,368 shares; 2025Q4: 7,348 shares 7,348 $491K 0.06% -20 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 5,570 shares; 2025Q1: 5,599 shares; 2025Q2: 5,766 shares; 2025Q3: 5,674 shares; 2025Q4: 5,445 shares 5,445 $484K 0.06% -229 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 5,488 shares; 2025Q1: 5,598 shares; 2025Q2: 5,604 shares; 2025Q3: 3,565 shares; 2025Q4: 3,661 shares 3,661 $479K 0.05% +96 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,795 shares; 2025Q2: 20,367 shares; 2025Q3: 21,216 shares; 2025Q4: 21,394 shares 21,394 $478K 0.05% +178 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: 11,499 shares; 2024Q4: 10,079 shares; 2025Q1: 10,812 shares; 2025Q2: 10,412 shares; 2025Q3: 7,745 shares; 2025Q4: 12,862 shares 12,862 $475K 0.05% +5,117 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,285 shares 7,285 $474K 0.05% new 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: 2,790 shares; 2024Q4: 2,796 shares; 2025Q1: 2,829 shares; 2025Q2: 3,007 shares; 2025Q3: 3,192 shares; 2025Q4: 3,068 shares 3,068 $471K 0.05% -124 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,045 shares; 2025Q3: 32,943 shares; 2025Q4: 32,615 shares 32,615 $468K 0.05% -328 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,155 shares 10,155 $464K 0.05% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 963 shares; 2025Q1: 910 shares; 2025Q2: 873 shares; 2025Q3: 868 shares; 2025Q4: 868 shares 868 $462K 0.05% 0 Timeline FIXD 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: 12,308 shares; 2024Q4: 12,196 shares; 2025Q1: 10,820 shares; 2025Q2: 10,820 shares; 2025Q3: 10,370 shares; 2025Q4: 10,370 shares 10,370 $460K 0.05% 0 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: 3,289 shares; 2024Q4: 3,288 shares; 2025Q1: 3,287 shares; 2025Q2: 3,287 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares 3,259 $454K 0.05% 0 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: not reported; 2024Q4: 1,775 shares; 2025Q1: 1,835 shares; 2025Q2: 1,880 shares; 2025Q3: 1,877 shares; 2025Q4: 1,880 shares 1,880 $453K 0.05% +3 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,483 shares; 2025Q4: 5,483 shares 5,483 $450K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,618 shares; 2025Q3: 5,590 shares; 2025Q4: 5,268 shares 5,268 $446K 0.05% -322 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: 5,790 shares; 2024Q4: 24,887 shares; 2025Q1: 15,656 shares; 2025Q2: 15,656 shares; 2025Q3: 15,656 shares; 2025Q4: 15,656 shares 15,656 $446K 0.05% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,440 shares; 2024Q4: 11,458 shares; 2025Q1: 11,584 shares; 2025Q2: 12,443 shares; 2025Q3: 11,578 shares; 2025Q4: 8,050 shares 8,050 $441K 0.05% -3,528 Timeline QTEC 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: 2,086 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 2,105 shares; 2025Q3: 1,890 shares; 2025Q4: 1,908 shares 1,908 $439K 0.05% +18 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 11,750 shares 11,750 $439K 0.05% new 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: 2,909 shares; 2024Q4: 2,590 shares; 2025Q1: 2,126 shares; 2025Q2: 1,482 shares; 2025Q3: 1,322 shares; 2025Q4: 1,247 shares 1,247 $436K 0.05% -75 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 7,215 shares; 2025Q1: 7,126 shares; 2025Q2: 6,983 shares; 2025Q3: 6,747 shares; 2025Q4: 6,237 shares 6,237 $436K 0.05% -510 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: 6,088 shares; 2025Q3: 6,106 shares; 2025Q4: 6,246 shares 6,246 $436K 0.05% +140 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: 6,770 shares; 2025Q1: 5,013 shares; 2025Q2: 4,435 shares; 2025Q3: 4,389 shares; 2025Q4: 4,362 shares 4,362 $436K 0.05% -27 Timeline VSS 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: 1,975 shares; 2024Q4: 3,019 shares; 2025Q1: not reported; 2025Q2: 2,032 shares; 2025Q3: 3,022 shares; 2025Q4: 3,005 shares 3,005 $431K 0.05% -17 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,318 shares; 2025Q1: 1,597 shares; 2025Q2: 1,518 shares; 2025Q3: 1,482 shares; 2025Q4: 1,483 shares 1,483 $430K 0.05% +1 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: 3,767 shares; 2024Q4: 3,161 shares; 2025Q1: 2,885 shares; 2025Q2: not reported; 2025Q3: 3,308 shares; 2025Q4: 5,521 shares 5,521 $409K 0.05% +2,213 Timeline PRFZ 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: 8,880 shares; 2024Q4: 8,880 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,880 shares; 2025Q4: 8,880 shares 8,880 $408K 0.05% 0 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: 10,044 shares; 2024Q4: 11,948 shares; 2025Q1: 9,981 shares; 2025Q2: 10,369 shares; 2025Q3: 8,242 shares; 2025Q4: 7,243 shares 7,243 $406K 0.05% -999 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: 5,199 shares; 2024Q4: 6,556 shares; 2025Q1: 6,496 shares; 2025Q2: 6,519 shares; 2025Q3: 5,608 shares; 2025Q4: 5,521 shares 5,521 $383K 0.04% -87 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: 2,443 shares; 2024Q4: 2,081 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares 1,881 $376K 0.04% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,136 shares; 2025Q4: 2,312 shares 2,312 $373K 0.04% -824 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 6,092 shares; 2025Q1: 5,422 shares; 2025Q2: 4,823 shares; 2025Q3: 4,519 shares; 2025Q4: 4,487 shares 4,487 $370K 0.04% -32 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: not reported; 2025Q1: not reported; 2025Q2: 3,508 shares; 2025Q3: 3,182 shares; 2025Q4: 3,259 shares 3,259 $369K 0.04% +77 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,419 shares; 2024Q4: 11,597 shares; 2025Q1: 11,410 shares; 2025Q2: 12,155 shares; 2025Q3: 12,066 shares; 2025Q4: 8,819 shares 8,819 $363K 0.04% -3,247 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 7,851 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,483 shares 7,483 $355K 0.04% new 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: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares 4,543 $353K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,822 shares; 2025Q4: 1,814 shares 1,814 $352K 0.04% -8 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 5,144 shares; 2025Q1: 5,632 shares; 2025Q2: 5,694 shares; 2025Q3: 5,546 shares; 2025Q4: 5,469 shares 5,469 $352K 0.04% -77 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: 1,749 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,240 shares 2,240 $347K 0.04% -38 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,966 shares; 2025Q4: 2,007 shares 2,007 $346K 0.04% +41 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,593 shares; 2025Q1: 5,279 shares; 2025Q2: 5,046 shares; 2025Q3: 4,975 shares; 2025Q4: 4,418 shares 4,418 $340K 0.04% -557 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,750 shares; 2025Q1: 1,634 shares; 2025Q2: 1,641 shares; 2025Q3: 1,483 shares; 2025Q4: 1,302 shares 1,302 $337K 0.04% -181 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,374 shares; 2024Q4: 13,149 shares; 2025Q1: 12,610 shares; 2025Q2: 13,013 shares; 2025Q3: 15,341 shares; 2025Q4: 14,093 shares 14,093 $336K 0.04% -1,248 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 4,891 shares; 2025Q1: 4,712 shares; 2025Q2: 3,850 shares; 2025Q3: 2,349 shares; 2025Q4: 2,591 shares 2,591 $326K 0.04% +242 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,251 shares; 2025Q3: 4,254 shares; 2025Q4: 4,339 shares 4,339 $320K 0.04% +85 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,345 shares; 2024Q4: 44,345 shares; 2025Q1: 44,345 shares; 2025Q2: 41,845 shares; 2025Q3: 38,470 shares; 2025Q4: 38,445 shares 38,445 $318K 0.04% -25 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,515 shares 1,515 $317K 0.04% 0 Timeline DFSU 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: 7,148 shares; 2025Q3: 7,148 shares; 2025Q4: 7,148 shares 7,148 $310K 0.04% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,448 shares; 2024Q4: 64,214 shares; 2025Q1: 71,947 shares; 2025Q2: 50,042 shares; 2025Q3: 58,780 shares; 2025Q4: 49,327 shares 49,327 $307K 0.04% -9,453 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,695 shares; 2025Q1: 1,699 shares; 2025Q2: 1,705 shares; 2025Q3: 1,706 shares; 2025Q4: 1,707 shares 1,707 $303K 0.03% +1 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 2,215 shares; 2025Q1: 2,017 shares; 2025Q2: 2,011 shares; 2025Q3: 1,992 shares; 2025Q4: 1,992 shares 1,992 $297K 0.03% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares 3,456 $293K 0.03% 0 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: 19,055 shares; 2024Q4: 17,971 shares; 2025Q1: 17,363 shares; 2025Q2: 16,592 shares; 2025Q3: 16,630 shares; 2025Q4: 17,702 shares 17,702 $292K 0.03% +1,072 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 12,408 shares; 2025Q1: 12,183 shares; 2025Q2: 12,305 shares; 2025Q3: 8,459 shares; 2025Q4: 8,512 shares 8,512 $291K 0.03% +53 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: 894 shares; 2024Q4: 897 shares; 2025Q1: 940 shares; 2025Q2: 919 shares; 2025Q3: 750 shares; 2025Q4: 764 shares 764 $282K 0.03% +14 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: 3,347 shares; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares; 2025Q3: 3,289 shares; 2025Q4: 6,578 shares 6,578 $281K 0.03% +3,289 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 639 shares; 2025Q3: 623 shares; 2025Q4: 598 shares 598 $280K 0.03% -25 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,290 shares; 2024Q4: 13,149 shares; 2025Q1: 14,056 shares; 2025Q2: 13,972 shares; 2025Q3: 13,185 shares; 2025Q4: 11,981 shares 11,981 $280K 0.03% -1,204 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: 1,560 shares; 2024Q4: 1,655 shares; 2025Q1: 1,691 shares; 2025Q2: 2,422 shares; 2025Q3: 1,223 shares; 2025Q4: 1,126 shares 1,126 $278K 0.03% -97 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,147 shares; 2025Q1: 9,917 shares; 2025Q2: 9,964 shares; 2025Q3: 9,430 shares; 2025Q4: 8,571 shares 8,571 $275K 0.03% -859 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: 748 shares; 2024Q4: 775 shares; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 862 shares; 2025Q4: 362 shares 362 $273K 0.03% -500 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,803 shares; 2025Q1: 2,501 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 1,842 shares 1,842 $272K 0.03% -975 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 2,204 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,005 shares; 2025Q4: 2,064 shares 2,064 $272K 0.03% +59 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: 120 shares; 2024Q4: 123 shares; 2025Q1: 119 shares; 2025Q2: 124 shares; 2025Q3: 120 shares; 2025Q4: 134 shares 134 $270K 0.03% +14 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: 4,651 shares; 2024Q4: 5,173 shares; 2025Q1: 3,801 shares; 2025Q2: 3,755 shares; 2025Q3: 2,950 shares; 2025Q4: 2,949 shares 2,949 $270K 0.03% -1 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,637 shares; 2025Q1: 3,437 shares; 2025Q2: 3,437 shares; 2025Q3: 3,138 shares; 2025Q4: 2,998 shares 2,998 $269K 0.03% -140 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares 826 $267K 0.03% 0 Timeline RDVY 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: not reported; 2025Q3: not reported; 2025Q4: 3,760 shares 3,760 $261K 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: not reported; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares 696 $260K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,215 shares; 2025Q3: 1,137 shares; 2025Q4: 1,135 shares 1,135 $260K 0.03% -2 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,667 shares; 2024Q4: 9,062 shares; 2025Q1: 8,815 shares; 2025Q2: 9,005 shares; 2025Q3: 7,907 shares; 2025Q4: 7,907 shares 7,907 $259K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 212 shares 212 $258K 0.03% +1 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: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,217 shares; 2025Q4: 1,216 shares 1,216 $257K 0.03% -1 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: not reported; 2024Q4: 9,932 shares; 2025Q1: 9,941 shares; 2025Q2: 12,491 shares; 2025Q3: 9,741 shares; 2025Q4: 9,741 shares 9,741 $256K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,826 shares; 2025Q1: 5,834 shares; 2025Q2: 5,894 shares; 2025Q3: 3,722 shares; 2025Q4: 3,783 shares 3,783 $255K 0.03% +61 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares; 2025Q4: 1,868 shares 1,868 $254K 0.03% -77 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR 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: 28,848 shares; 2025Q2: 27,871 shares; 2025Q3: 23,247 shares; 2025Q4: 22,824 shares 22,824 $252K 0.03% -423 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,357 shares; 2024Q4: 37,117 shares; 2025Q1: 15,482 shares; 2025Q2: 15,724 shares; 2025Q3: 15,540 shares; 2025Q4: 15,672 shares 15,672 $252K 0.03% +132 Timeline PEJ 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: 4,807 shares; 2024Q4: 4,807 shares; 2025Q1: 4,807 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares; 2025Q4: 4,062 shares 4,062 $249K 0.03% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,731 shares; 2025Q1: 4,750 shares; 2025Q2: 4,775 shares; 2025Q3: 4,797 shares; 2025Q4: 4,824 shares 4,824 $249K 0.03% +27 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: 852 shares; 2024Q4: 830 shares; 2025Q1: 859 shares; 2025Q2: 881 shares; 2025Q3: 860 shares; 2025Q4: 757 shares 757 $248K 0.03% -103 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: 3,517 shares; 2024Q4: 5,740 shares; 2025Q1: 4,374 shares; 2025Q2: 3,225 shares; 2025Q3: 3,048 shares; 2025Q4: 2,856 shares 2,856 $246K 0.03% -192 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: 930 shares; 2024Q4: 929 shares; 2025Q1: 939 shares; 2025Q2: 982 shares; 2025Q3: 991 shares; 2025Q4: 955 shares 955 $246K 0.03% -36 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 8,275 shares 8,275 $238K 0.03% new 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: 1,101 shares; 2024Q4: 5,185 shares; 2025Q1: 5,135 shares; 2025Q2: 5,178 shares; 2025Q3: 4,769 shares; 2025Q4: 4,752 shares 4,752 $238K 0.03% -17 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: 5,007 shares; 2024Q4: 3,775 shares; 2025Q1: 3,263 shares; 2025Q2: 3,158 shares; 2025Q3: 2,836 shares; 2025Q4: 1,366 shares 1,366 $237K 0.03% -1,470 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 4,660 shares; 2025Q1: 2,209 shares; 2025Q2: 2,199 shares; 2025Q3: 2,255 shares; 2025Q4: 2,324 shares 2,324 $234K 0.03% +69 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: 4,660 shares; 2024Q4: 4,464 shares; 2025Q1: 4,325 shares; 2025Q2: 6,754 shares; 2025Q3: 7,157 shares; 2025Q4: 2,780 shares 2,780 $234K 0.03% -4,377 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 491 shares; 2025Q4: 492 shares 492 $233K 0.03% +1 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 761 shares; 2025Q1: 776 shares; 2025Q2: 763 shares; 2025Q3: 766 shares; 2025Q4: 658 shares 658 $232K 0.03% -108 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,566 shares; 2025Q1: 5,641 shares; 2025Q2: 5,684 shares; 2025Q3: 2,335 shares; 2025Q4: 2,329 shares 2,329 $231K 0.03% -6 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,951 shares; 2024Q4: 8,296 shares; 2025Q1: 8,328 shares; 2025Q2: 7,992 shares; 2025Q3: 7,992 shares; 2025Q4: 7,992 shares 7,992 $230K 0.03% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,652 shares; 2025Q1: 3,653 shares; 2025Q2: 3,116 shares; 2025Q3: 3,042 shares; 2025Q4: 3,042 shares 3,042 $227K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 6,750 shares; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares 3,050 $224K 0.03% 0 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: not reported; 2024Q4: 2,392 shares; 2025Q1: 2,546 shares; 2025Q2: 2,523 shares; 2025Q3: 2,019 shares; 2025Q4: 2,036 shares 2,036 $224K 0.03% +17 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,567 shares 1,567 $221K 0.03% +1 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 9,494 shares; 2025Q1: 6,677 shares; 2025Q2: 6,427 shares; 2025Q3: 3,419 shares; 2025Q4: 3,373 shares 3,373 $220K 0.03% -46 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: 4,761 shares; 2024Q4: 10,049 shares; 2025Q1: 11,193 shares; 2025Q2: 11,195 shares; 2025Q3: 8,256 shares; 2025Q4: 8,225 shares 8,225 $218K 0.02% -31 Timeline AGGY 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: 7,097 shares; 2024Q4: 7,149 shares; 2025Q1: 7,057 shares; 2025Q2: 7,057 shares; 2025Q3: 5,134 shares; 2025Q4: 4,897 shares 4,897 $216K 0.02% -237 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: 2,351 shares 2,351 $215K 0.02% +666 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 10,337 shares; 2025Q1: 10,321 shares; 2025Q2: not reported; 2025Q3: 8,167 shares; 2025Q4: 8,153 shares 8,153 $213K 0.02% -14 Timeline SKYY 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: 2,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares 1,639 $213K 0.02% 0 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: 8,043 shares; 2024Q4: 9,417 shares; 2025Q1: 3,789 shares; 2025Q2: 3,975 shares; 2025Q3: not reported; 2025Q4: 2,681 shares 2,681 $213K 0.02% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,560 shares 1,560 $212K 0.02% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,412 shares 2,412 $211K 0.02% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 765 shares; 2025Q1: 713 shares; 2025Q2: 747 shares; 2025Q3: 667 shares; 2025Q4: 636 shares 636 $209K 0.02% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,728 shares; 2025Q4: 7,728 shares 7,728 $208K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,667 shares; 2024Q4: 9,085 shares; 2025Q1: 8,746 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,773 shares 1,773 $206K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,093 shares; 2025Q4: 2,093 shares 2,093 $203K 0.02% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,408 shares; 2025Q1: 7,613 shares; 2025Q2: 7,370 shares; 2025Q3: 7,130 shares; 2025Q4: 3,860 shares 3,860 $202K 0.02% -3,270 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,843 shares; 2024Q4: 25,663 shares; 2025Q1: 25,663 shares; 2025Q2: 25,663 shares; 2025Q3: 25,663 shares; 2025Q4: 25,663 shares 25,663 $201K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 2,314 shares; 2025Q3: 2,422 shares; 2025Q4: 2,203 shares 2,203 $201K 0.02% -219 Timeline TSLT ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 7,522 shares 7,522 $201K 0.02% new Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,941 shares; 2024Q4: 49,372 shares; 2025Q1: 25,116 shares; 2025Q2: 45,922 shares; 2025Q3: 55,908 shares; 2025Q4: 55,307 shares 55,307 $159K 0.02% -601 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $123K 0.01% 0 Timeline REPL REPLIMUNE GROUP INC More: the full row for REPLIMUNE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $97.2K 0.01% new Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $23.5K <0.01% 0 Timeline OVID OVID THERAPEUTICS INC More: the full row for OVID THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,111 shares; 2025Q4: 11,111 shares 11,111 $18.1K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares 8,600 $16.9K <0.01% 0 Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $7.12K <0.01% new Timeline