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: 252,793 shares; 2024Q4: 253,670 shares; 2025Q1: 262,217 shares; 2025Q2: 290,336 shares; 2025Q3: 293,331 shares; 2025Q4: 304,851 shares 304,851 $56.9M 9.32% +11,520 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097,721 shares 1,097,721 $16.5M 2.7% new 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: 47,784 shares; 2024Q4: 48,716 shares; 2025Q1: 49,750 shares; 2025Q2: 49,404 shares; 2025Q3: 50,138 shares; 2025Q4: 50,058 shares 50,058 $15.7M 2.58% -80 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: 34,049 shares; 2024Q4: 35,227 shares; 2025Q1: 45,153 shares; 2025Q2: 48,048 shares; 2025Q3: 51,338 shares; 2025Q4: 73,007 shares 73,007 $15.5M 2.54% +21,669 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: 155,664 shares; 2024Q4: 168,018 shares; 2025Q1: 177,314 shares; 2025Q2: 164,666 shares; 2025Q3: 168,771 shares; 2025Q4: 188,544 shares 188,544 $15.1M 2.48% +19,773 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: 19,385 shares; 2024Q4: 19,735 shares; 2025Q1: 20,093 shares; 2025Q2: 20,757 shares; 2025Q3: 21,238 shares; 2025Q4: 21,997 shares 21,997 $14.5M 2.38% +759 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,463 shares; 2024Q4: 51,676 shares; 2025Q1: 47,651 shares; 2025Q2: 65,228 shares; 2025Q3: 59,229 shares; 2025Q4: 58,990 shares 58,990 $12.9M 2.12% -239 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,187 shares; 2024Q4: 101,777 shares; 2025Q1: 120,136 shares; 2025Q2: 138,896 shares; 2025Q3: 183,716 shares; 2025Q4: 210,090 shares 210,090 $12.8M 2.09% +26,374 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: 26,073 shares; 2024Q4: 31,121 shares; 2025Q1: 31,387 shares; 2025Q2: 32,264 shares; 2025Q3: 32,837 shares; 2025Q4: 34,107 shares 34,107 $11.8M 1.94% +1,270 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: 65,474 shares; 2024Q4: 69,738 shares; 2025Q1: 76,780 shares; 2025Q2: 83,032 shares; 2025Q3: 86,899 shares; 2025Q4: 94,451 shares 94,451 $11.6M 1.91% +7,552 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: 14,699 shares; 2024Q4: 15,605 shares; 2025Q1: 19,665 shares; 2025Q2: 20,312 shares; 2025Q3: 21,563 shares; 2025Q4: 23,836 shares 23,836 $11.5M 1.89% +2,273 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,660 shares; 2024Q4: 71,822 shares; 2025Q1: 87,482 shares; 2025Q2: 117,354 shares; 2025Q3: 125,686 shares; 2025Q4: 125,916 shares 125,916 $11M 1.8% +230 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 8,027 shares; 2025Q1: 17,083 shares; 2025Q2: 18,998 shares; 2025Q3: 28,628 shares; 2025Q4: 31,949 shares 31,949 $11M 1.8% +3,321 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: 13,634 shares; 2024Q4: 14,421 shares; 2025Q1: 14,314 shares; 2025Q2: 14,577 shares; 2025Q3: 14,585 shares; 2025Q4: 13,326 shares 13,326 $9.11M 1.49% -1,259 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 4,405 shares; 2025Q1: not reported; 2025Q2: 48,699 shares; 2025Q3: 96,139 shares; 2025Q4: 134,000 shares 134,000 $9.01M 1.48% +37,861 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: 8,688 shares; 2024Q4: 8,712 shares; 2025Q1: 8,815 shares; 2025Q2: 8,824 shares; 2025Q3: 8,893 shares; 2025Q4: 91,080 shares 91,080 $8.54M 1.4% +82,187 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: 17,015 shares; 2024Q4: 18,114 shares; 2025Q1: 18,466 shares; 2025Q2: 19,578 shares; 2025Q3: 21,914 shares; 2025Q4: 25,606 shares 25,606 $8.01M 1.31% +3,692 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: 39,725 shares; 2024Q4: 39,630 shares; 2025Q1: 39,070 shares; 2025Q2: 38,265 shares; 2025Q3: 38,395 shares; 2025Q4: 36,233 shares 36,233 $7.56M 1.24% -2,162 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: 69,287 shares; 2024Q4: 67,664 shares; 2025Q1: 67,161 shares; 2025Q2: 106,522 shares; 2025Q3: 109,935 shares; 2025Q4: 104,675 shares 104,675 $7.47M 1.23% -5,260 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,629 shares; 2024Q4: 159,404 shares; 2025Q1: 160,338 shares; 2025Q2: 153,138 shares; 2025Q3: 151,692 shares; 2025Q4: 150,592 shares 150,592 $7.25M 1.19% -1,100 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: 48,927 shares; 2024Q4: 51,238 shares; 2025Q1: 50,922 shares; 2025Q2: 51,361 shares; 2025Q3: 55,589 shares; 2025Q4: 57,491 shares 57,491 $6.92M 1.13% +1,902 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: 17,522 shares; 2024Q4: 17,724 shares; 2025Q1: 18,606 shares; 2025Q2: 18,799 shares; 2025Q3: 23,105 shares; 2025Q4: 24,168 shares 24,168 $6.41M 1.05% +1,063 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: 64,717 shares; 2024Q4: 62,873 shares; 2025Q1: 61,645 shares; 2025Q2: 60,394 shares; 2025Q3: 58,216 shares; 2025Q4: 55,761 shares 55,761 $6.39M 1.05% -2,455 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: 8,787 shares; 2024Q4: 10,489 shares; 2025Q1: 9,344 shares; 2025Q2: 8,229 shares; 2025Q3: 8,564 shares; 2025Q4: 8,713 shares 8,713 $5.97M 0.98% +149 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: 32,960 shares; 2024Q4: 33,325 shares; 2025Q1: 50,301 shares; 2025Q2: 51,131 shares; 2025Q3: 51,842 shares; 2025Q4: 53,004 shares 53,004 $5.92M 0.97% +1,162 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: 3,362 shares; 2024Q4: 4,767 shares; 2025Q1: 5,400 shares; 2025Q2: 11,902 shares; 2025Q3: 11,745 shares; 2025Q4: 17,158 shares 17,158 $5.75M 0.94% +5,413 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: 32,941 shares; 2024Q4: 36,432 shares; 2025Q1: 45,010 shares; 2025Q2: 49,806 shares; 2025Q3: 49,174 shares; 2025Q4: 28,793 shares 28,793 $5.72M 0.94% -20,381 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 54,253 shares; 2025Q3: 136,124 shares; 2025Q4: 163,156 shares 163,156 $5.43M 0.89% +27,032 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 109,010 shares; 2025Q2: 118,769 shares; 2025Q3: 127,073 shares; 2025Q4: 140,614 shares 140,614 $5.42M 0.89% +13,541 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: 16,431 shares; 2024Q4: 16,318 shares; 2025Q1: 13,510 shares; 2025Q2: 14,310 shares; 2025Q3: 14,663 shares; 2025Q4: 15,358 shares 15,358 $4.95M 0.81% +695 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,511 shares; 2024Q4: 194,054 shares; 2025Q1: 185,730 shares; 2025Q2: 189,656 shares; 2025Q3: 184,273 shares; 2025Q4: 182,389 shares 182,389 $4.94M 0.81% -1,884 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: 25,270 shares; 2024Q4: 24,518 shares; 2025Q1: 23,097 shares; 2025Q2: 22,039 shares; 2025Q3: 22,104 shares; 2025Q4: 22,268 shares 22,268 $4.61M 0.76% +164 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,519 shares; 2024Q4: 14,972 shares; 2025Q1: 17,216 shares; 2025Q2: 16,918 shares; 2025Q3: 17,011 shares; 2025Q4: 16,981 shares 16,981 $4.44M 0.73% -30 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: 4,560 shares; 2024Q4: 4,603 shares; 2025Q1: 7,465 shares; 2025Q2: 7,873 shares; 2025Q3: 8,079 shares; 2025Q4: 12,496 shares 12,496 $4.3M 0.71% +4,417 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: 20,160 shares; 2024Q4: 20,131 shares; 2025Q1: 19,542 shares; 2025Q2: 19,275 shares; 2025Q3: 20,019 shares; 2025Q4: 18,778 shares 18,778 $4.29M 0.7% -1,241 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,817 shares; 2024Q4: 25,411 shares; 2025Q1: 25,814 shares; 2025Q2: 27,131 shares; 2025Q3: 28,823 shares; 2025Q4: 29,202 shares 29,202 $4.19M 0.69% +379 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: 13,231 shares; 2024Q4: 13,261 shares; 2025Q1: 12,276 shares; 2025Q2: 12,264 shares; 2025Q3: 12,309 shares; 2025Q4: 12,900 shares 12,900 $3.98M 0.65% +591 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,641 shares; 2025Q1: 7,727 shares; 2025Q2: 8,586 shares; 2025Q3: 9,603 shares; 2025Q4: 15,880 shares 15,880 $3.97M 0.65% +6,277 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: 19,106 shares; 2024Q4: 20,141 shares; 2025Q1: 18,836 shares; 2025Q2: 25,405 shares; 2025Q3: 27,501 shares; 2025Q4: 25,350 shares 25,350 $3.86M 0.63% -2,151 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,281 shares; 2024Q4: 41,779 shares; 2025Q1: 42,029 shares; 2025Q2: 44,629 shares; 2025Q3: 44,629 shares; 2025Q4: 44,630 shares 44,630 $3.83M 0.63% +1 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: 77,253 shares; 2024Q4: 4,565 shares; 2025Q1: 4,596 shares; 2025Q2: 4,622 shares; 2025Q3: 4,285 shares; 2025Q4: 19,396 shares 19,396 $3.78M 0.62% +15,111 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,196 shares; 2025Q1: 1,774 shares; 2025Q2: 1,789 shares; 2025Q3: 12,602 shares; 2025Q4: 12,758 shares 12,758 $3.78M 0.62% +156 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,730 shares; 2024Q4: 52,732 shares; 2025Q1: 53,616 shares; 2025Q2: 53,952 shares; 2025Q3: 54,056 shares; 2025Q4: 53,643 shares 53,643 $3.72M 0.61% -413 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,138 shares; 2024Q4: 94,738 shares; 2025Q1: 99,513 shares; 2025Q2: 101,513 shares; 2025Q3: 104,981 shares; 2025Q4: 112,579 shares 112,579 $3.72M 0.61% +7,598 Timeline URA 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: 7,216 shares; 2025Q3: 7,216 shares; 2025Q4: 82,811 shares 82,811 $3.71M 0.61% +75,595 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,177 shares; 2025Q1: 5,485 shares; 2025Q2: 5,665 shares; 2025Q3: 5,866 shares; 2025Q4: 22,517 shares 22,517 $3.47M 0.57% +16,651 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 9,979 shares; 2025Q1: 1,347 shares; 2025Q2: 5,550 shares; 2025Q3: 5,557 shares; 2025Q4: 12,053 shares 12,053 $3.37M 0.55% +6,496 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,768 shares; 2024Q4: 164,543 shares; 2025Q1: 165,262 shares; 2025Q2: 165,991 shares; 2025Q3: 166,828 shares; 2025Q4: 163,559 shares 163,559 $3.37M 0.55% -3,269 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: 24,849 shares; 2024Q4: 24,862 shares; 2025Q1: 24,764 shares; 2025Q2: 25,165 shares; 2025Q3: 39,906 shares; 2025Q4: 39,841 shares 39,841 $3.35M 0.55% -65 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 82,600 shares; 2025Q4: 84,621 shares 84,621 $3.35M 0.55% +2,021 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: 18,968 shares; 2024Q4: 18,856 shares; 2025Q1: 18,938 shares; 2025Q2: 19,687 shares; 2025Q3: 19,507 shares; 2025Q4: 19,518 shares 19,518 $3.34M 0.55% +11 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,798 shares; 2024Q4: 14,512 shares; 2025Q1: 59,548 shares; 2025Q2: 63,279 shares; 2025Q3: 64,245 shares; 2025Q4: 65,128 shares 65,128 $3.31M 0.54% +883 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,463 shares; 2024Q4: 18,666 shares; 2025Q1: 18,799 shares; 2025Q2: 19,066 shares; 2025Q3: 20,129 shares; 2025Q4: 19,536 shares 19,536 $3.18M 0.52% -593 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,168 shares; 2024Q4: 23,007 shares; 2025Q1: 24,538 shares; 2025Q2: 21,243 shares; 2025Q3: 21,150 shares; 2025Q4: 21,351 shares 21,351 $3.17M 0.52% +201 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: 7,767 shares; 2024Q4: 33,512 shares; 2025Q1: 33,327 shares; 2025Q2: 31,561 shares; 2025Q3: 30,458 shares; 2025Q4: 29,562 shares 29,562 $3.14M 0.51% -896 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: 14,278 shares; 2024Q4: 14,295 shares; 2025Q1: 13,129 shares; 2025Q2: 11,768 shares; 2025Q3: 11,280 shares; 2025Q4: 11,244 shares 11,244 $3.07M 0.5% -36 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: 6,022 shares; 2024Q4: 6,640 shares; 2025Q1: 6,027 shares; 2025Q2: 5,443 shares; 2025Q3: 5,603 shares; 2025Q4: 6,621 shares 6,621 $2.98M 0.49% +1,018 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: 86,334 shares; 2024Q4: 81,861 shares; 2025Q1: 84,065 shares; 2025Q2: 78,401 shares; 2025Q3: 78,070 shares; 2025Q4: 79,817 shares 79,817 $2.95M 0.48% +1,747 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: 21,272 shares; 2024Q4: 21,330 shares; 2025Q1: 58,955 shares; 2025Q2: 55,899 shares; 2025Q3: 53,104 shares; 2025Q4: 50,401 shares 50,401 $2.94M 0.48% -2,703 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 21,853 shares; 2025Q1: 24,024 shares; 2025Q2: 27,170 shares; 2025Q3: 28,457 shares; 2025Q4: 30,571 shares 30,571 $2.91M 0.48% +2,114 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: 7,681 shares; 2024Q4: 5,658 shares; 2025Q1: 5,655 shares; 2025Q2: 5,882 shares; 2025Q3: 5,738 shares; 2025Q4: 5,738 shares 5,738 $2.8M 0.46% 0 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: 79,235 shares; 2024Q4: 78,918 shares; 2025Q1: 79,544 shares; 2025Q2: 78,743 shares; 2025Q3: 81,329 shares; 2025Q4: 78,753 shares 78,753 $2.78M 0.46% -2,576 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: 2,512 shares; 2024Q4: 2,544 shares; 2025Q1: 2,612 shares; 2025Q2: 2,961 shares; 2025Q3: 3,098 shares; 2025Q4: 3,158 shares 3,158 $2.78M 0.46% +60 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: 7,023 shares; 2024Q4: 7,101 shares; 2025Q1: 7,059 shares; 2025Q2: 7,235 shares; 2025Q3: 7,291 shares; 2025Q4: 7,865 shares 7,865 $2.76M 0.45% +574 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 36,413 shares; 2025Q4: 38,297 shares 38,297 $2.74M 0.45% +1,884 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: 2,459 shares; 2024Q4: 2,215 shares; 2025Q1: 2,117 shares; 2025Q2: 2,269 shares; 2025Q3: 2,278 shares; 2025Q4: 2,507 shares 2,507 $2.69M 0.44% +229 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: 2,107 shares; 2024Q4: 2,423 shares; 2025Q1: 2,896 shares; 2025Q2: 4,230 shares; 2025Q3: 4,303 shares; 2025Q4: 4,290 shares 4,290 $2.69M 0.44% -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: 23,500 shares; 2024Q4: 22,006 shares; 2025Q1: 30,786 shares; 2025Q2: 31,565 shares; 2025Q3: 25,717 shares; 2025Q4: 28,963 shares 28,963 $2.59M 0.42% +3,246 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: 128,163 shares; 2024Q4: 124,946 shares; 2025Q1: 120,060 shares; 2025Q2: 107,077 shares; 2025Q3: 106,475 shares; 2025Q4: 104,271 shares 104,271 $2.59M 0.42% -2,204 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: 3,771 shares; 2024Q4: 3,744 shares; 2025Q1: 3,658 shares; 2025Q2: 3,678 shares; 2025Q3: 3,662 shares; 2025Q4: 3,944 shares 3,944 $2.58M 0.42% +282 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: 2,524 shares; 2024Q4: 2,500 shares; 2025Q1: 2,471 shares; 2025Q2: 2,495 shares; 2025Q3: 2,892 shares; 2025Q4: 2,931 shares 2,931 $2.53M 0.41% +39 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,013 shares; 2024Q4: 31,309 shares; 2025Q1: 52,389 shares; 2025Q2: 57,366 shares; 2025Q3: 63,774 shares; 2025Q4: 52,407 shares 52,407 $2.52M 0.41% -11,367 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: 135,171 shares; 2024Q4: 118,072 shares; 2025Q1: 118,985 shares; 2025Q2: 106,984 shares; 2025Q3: 108,081 shares; 2025Q4: 100,183 shares 100,183 $2.49M 0.41% -7,898 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324,242 shares; 2024Q4: 1,216,990 shares; 2025Q1: 1,201,270 shares; 2025Q2: 1,214,195 shares; 2025Q3: 1,271,043 shares; 2025Q4: 1,137,096 shares 1,137,096 $2.49M 0.41% -133,947 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: 6,655 shares; 2024Q4: 6,655 shares; 2025Q1: 5,928 shares; 2025Q2: 5,428 shares; 2025Q3: 5,425 shares; 2025Q4: 5,110 shares 5,110 $2.42M 0.4% -315 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: 22,314 shares; 2024Q4: 22,314 shares; 2025Q1: 22,314 shares; 2025Q2: 18,572 shares; 2025Q3: 18,014 shares; 2025Q4: 18,014 shares 18,014 $2.37M 0.39% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,921 shares; 2024Q4: 17,917 shares; 2025Q1: 17,929 shares; 2025Q2: 18,895 shares; 2025Q3: 18,831 shares; 2025Q4: 18,718 shares 18,718 $2.25M 0.37% -113 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: not reported; 2025Q2: not reported; 2025Q3: 34,522 shares; 2025Q4: 32,510 shares 32,510 $2.11M 0.35% -2,012 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: 43,492 shares; 2024Q4: 44,039 shares; 2025Q1: 46,548 shares; 2025Q2: 47,574 shares; 2025Q3: 49,389 shares; 2025Q4: 47,991 shares 47,991 $1.99M 0.33% -1,398 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: 6,473 shares; 2024Q4: 10,060 shares; 2025Q1: 9,900 shares; 2025Q2: 10,052 shares; 2025Q3: 10,295 shares; 2025Q4: 10,732 shares 10,732 $1.91M 0.31% +437 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,584 shares; 2024Q4: 20,447 shares; 2025Q1: 20,447 shares; 2025Q2: 20,292 shares; 2025Q3: 20,565 shares; 2025Q4: 20,478 shares 20,478 $1.85M 0.3% -87 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: 3,171 shares; 2024Q4: 3,272 shares; 2025Q1: 3,080 shares; 2025Q2: 3,016 shares; 2025Q3: 3,736 shares; 2025Q4: 3,789 shares 3,789 $1.83M 0.3% +53 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,416 shares; 2025Q3: 6,416 shares; 2025Q4: 6,416 shares 6,416 $1.79M 0.29% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,235 shares; 2024Q4: 21,611 shares; 2025Q1: 15,145 shares; 2025Q2: 21,679 shares; 2025Q3: 16,395 shares; 2025Q4: 17,506 shares 17,506 $1.78M 0.29% +1,111 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: 57,228 shares; 2024Q4: 54,227 shares; 2025Q1: 54,227 shares; 2025Q2: 54,266 shares; 2025Q3: 54,466 shares; 2025Q4: 54,469 shares 54,469 $1.75M 0.29% +3 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: 17,615 shares; 2024Q4: 21,048 shares; 2025Q1: 23,658 shares; 2025Q2: 21,996 shares; 2025Q3: 8,471 shares; 2025Q4: 8,531 shares 8,531 $1.7M 0.28% +60 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,032 shares; 2024Q4: 10,540 shares; 2025Q1: 10,740 shares; 2025Q2: 10,850 shares; 2025Q3: 11,163 shares; 2025Q4: 11,308 shares 11,308 $1.66M 0.27% +145 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: 50,936 shares; 2024Q4: 49,502 shares; 2025Q1: 43,915 shares; 2025Q2: 41,988 shares; 2025Q3: 40,906 shares; 2025Q4: 40,472 shares 40,472 $1.65M 0.27% -434 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 22,711 shares; 2025Q1: 12,039 shares; 2025Q2: 14,857 shares; 2025Q3: 21,472 shares; 2025Q4: 26,190 shares 26,190 $1.64M 0.27% +4,718 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: 3,964 shares; 2024Q4: 3,960 shares; 2025Q1: 3,857 shares; 2025Q2: 4,061 shares; 2025Q3: 4,520 shares; 2025Q4: 5,298 shares 5,298 $1.61M 0.26% +778 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,870 shares; 2025Q3: 9,770 shares; 2025Q4: 66,901 shares 66,901 $1.61M 0.26% +57,131 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 4,612 shares; 2025Q1: 4,664 shares; 2025Q2: 4,967 shares; 2025Q3: 4,970 shares; 2025Q4: 10,253 shares 10,253 $1.48M 0.24% +5,283 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,390 shares; 2025Q1: 1,367 shares; 2025Q2: 1,351 shares; 2025Q3: 1,352 shares; 2025Q4: 1,348 shares 1,348 $1.44M 0.24% -4 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,003 shares; 2025Q3: 11,005 shares; 2025Q4: 11,034 shares 11,034 $1.42M 0.23% +29 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: 11,342 shares; 2024Q4: 11,732 shares; 2025Q1: 10,982 shares; 2025Q2: 12,244 shares; 2025Q3: 11,425 shares; 2025Q4: 11,561 shares 11,561 $1.39M 0.23% +136 Timeline PZA 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: not reported; 2025Q2: not reported; 2025Q3: 36,917 shares; 2025Q4: 59,773 shares 59,773 $1.39M 0.23% +22,856 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,510 shares; 2024Q4: 40,811 shares; 2025Q1: 33,623 shares; 2025Q2: 35,241 shares; 2025Q3: 13,499 shares; 2025Q4: 12,085 shares 12,085 $1.38M 0.23% -1,414 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,659 shares; 2024Q4: 182,279 shares; 2025Q1: 206,279 shares; 2025Q2: 160,271 shares; 2025Q3: 167,092 shares; 2025Q4: 143,060 shares 143,060 $1.37M 0.23% -24,032 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: 2,585 shares; 2024Q4: 2,602 shares; 2025Q1: 2,207 shares; 2025Q2: 2,186 shares; 2025Q3: 2,176 shares; 2025Q4: 2,371 shares 2,371 $1.36M 0.22% +195 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: 19,806 shares; 2024Q4: 15,638 shares; 2025Q1: 16,955 shares; 2025Q2: 13,617 shares; 2025Q3: 15,267 shares; 2025Q4: 19,387 shares 19,387 $1.35M 0.22% +4,120 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 9,655 shares; 2025Q1: 11,230 shares; 2025Q2: 12,548 shares; 2025Q3: 12,892 shares; 2025Q4: 13,608 shares 13,608 $1.31M 0.21% +716 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL 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: 38,406 shares; 2025Q4: 38,406 shares 38,406 $1.25M 0.21% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,814 shares; 2025Q2: 24,799 shares; 2025Q3: 27,562 shares; 2025Q4: 27,151 shares 27,151 $1.23M 0.2% -411 Timeline SPBO 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: 89,300 shares; 2024Q4: 37,667 shares; 2025Q1: 42,763 shares; 2025Q2: 36,656 shares; 2025Q3: 39,862 shares; 2025Q4: 41,552 shares 41,552 $1.22M 0.2% +1,690 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,575 shares; 2024Q4: 83,475 shares; 2025Q1: 82,075 shares; 2025Q2: 82,075 shares; 2025Q3: 79,900 shares; 2025Q4: 74,501 shares 74,501 $1.15M 0.19% -5,399 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: 2,007 shares; 2024Q4: 2,536 shares; 2025Q1: 2,275 shares; 2025Q2: 4,001 shares; 2025Q3: 4,435 shares; 2025Q4: 4,431 shares 4,431 $1.14M 0.19% -4 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: 8,052 shares; 2024Q4: 36,017 shares; 2025Q1: 35,051 shares; 2025Q2: 34,410 shares; 2025Q3: 34,127 shares; 2025Q4: 33,811 shares 33,811 $1.1M 0.18% -316 Timeline JAAA 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: 31,509 shares; 2024Q4: 17,266 shares; 2025Q1: 7,988 shares; 2025Q2: 13,298 shares; 2025Q3: 15,496 shares; 2025Q4: 21,360 shares 21,360 $1.08M 0.18% +5,864 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: 49,690 shares; 2024Q4: 50,614 shares; 2025Q1: 51,693 shares; 2025Q2: 52,125 shares; 2025Q3: 13,436 shares; 2025Q4: 13,904 shares 13,904 $1.07M 0.18% +468 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: 4,418 shares; 2024Q4: 4,418 shares; 2025Q1: 4,293 shares; 2025Q2: 4,193 shares; 2025Q3: 4,143 shares; 2025Q4: 4,252 shares 4,252 $1.07M 0.17% +109 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,491 shares; 2024Q4: 33,665 shares; 2025Q1: 32,506 shares; 2025Q2: 33,744 shares; 2025Q3: 33,956 shares; 2025Q4: 34,600 shares 34,600 $1.02M 0.17% +644 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,077 shares; 2025Q3: 20,502 shares; 2025Q4: 21,184 shares 21,184 $1.02M 0.17% +682 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: 13,003 shares; 2024Q4: 12,995 shares; 2025Q1: 12,995 shares; 2025Q2: 12,460 shares; 2025Q3: 13,847 shares; 2025Q4: 14,550 shares 14,550 $995K 0.16% +703 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: 9,420 shares; 2024Q4: 9,880 shares; 2025Q1: 9,490 shares; 2025Q2: 9,606 shares; 2025Q3: 10,711 shares; 2025Q4: 10,671 shares 10,671 $995K 0.16% -40 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: 5,624 shares; 2024Q4: 5,636 shares; 2025Q1: 5,783 shares; 2025Q2: 5,951 shares; 2025Q3: 6,795 shares; 2025Q4: 6,397 shares 6,397 $990K 0.16% -398 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,239 shares; 2025Q3: 8,254 shares; 2025Q4: 13,112 shares 13,112 $989K 0.16% +4,858 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,633 shares; 2025Q1: 1,637 shares; 2025Q2: 2,541 shares; 2025Q3: 2,545 shares; 2025Q4: 2,550 shares 2,550 $986K 0.16% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,948 shares; 2025Q3: 9,338 shares; 2025Q4: 13,386 shares 13,386 $985K 0.16% +4,048 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,363 shares; 2024Q4: 30,863 shares; 2025Q1: 31,397 shares; 2025Q2: 31,461 shares; 2025Q3: 31,542 shares; 2025Q4: 32,818 shares 32,818 $942K 0.15% +1,276 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: 8,280 shares; 2024Q4: 9,869 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,334 shares; 2025Q4: 14,395 shares 14,395 $927K 0.15% +6,061 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,393 shares; 2024Q4: 13,396 shares; 2025Q1: 13,518 shares; 2025Q2: 13,569 shares; 2025Q3: 13,529 shares; 2025Q4: 13,638 shares 13,638 $888K 0.15% +109 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: 22,372 shares; 2024Q4: 22,372 shares; 2025Q1: 22,372 shares; 2025Q2: 22,372 shares; 2025Q3: 22,372 shares; 2025Q4: 22,372 shares 22,372 $886K 0.15% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,390 shares; 2025Q3: 1,403 shares; 2025Q4: 1,426 shares 1,426 $863K 0.14% +23 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: 4,518 shares; 2024Q4: 4,589 shares; 2025Q1: 4,537 shares; 2025Q2: 4,556 shares; 2025Q3: 4,645 shares; 2025Q4: 4,623 shares 4,623 $858K 0.14% -22 Timeline DFAX 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: 26,178 shares; 2024Q4: 26,178 shares; 2025Q1: 26,178 shares; 2025Q2: 26,178 shares; 2025Q3: 26,178 shares; 2025Q4: 26,178 shares 26,178 $857K 0.14% 0 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: 6,025 shares; 2024Q4: 6,005 shares; 2025Q1: 5,978 shares; 2025Q2: 5,957 shares; 2025Q3: 5,873 shares; 2025Q4: 5,736 shares 5,736 $855K 0.14% -137 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,366 shares; 2024Q4: 31,117 shares; 2025Q1: 28,240 shares; 2025Q2: 30,487 shares; 2025Q3: 30,826 shares; 2025Q4: 35,362 shares 35,362 $850K 0.14% +4,536 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,995 shares 16,995 $844K 0.14% new 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: 13,473 shares; 2024Q4: 6,661 shares; 2025Q1: 7,494 shares; 2025Q2: 7,816 shares; 2025Q3: 8,352 shares; 2025Q4: 8,568 shares 8,568 $824K 0.14% +216 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: 1,770 shares; 2024Q4: 1,908 shares; 2025Q1: 1,970 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares 2,048 $812K 0.13% 0 Timeline HYGW ISHARES TR More: 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: 16,149 shares; 2025Q1: 18,915 shares; 2025Q2: 23,641 shares; 2025Q3: 25,774 shares; 2025Q4: 27,039 shares 27,039 $807K 0.13% +1,265 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: 1,387 shares; 2024Q4: 1,425 shares; 2025Q1: 1,403 shares; 2025Q2: 1,384 shares; 2025Q3: 1,315 shares; 2025Q4: 1,382 shares 1,382 $801K 0.13% +67 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: 4,561 shares; 2024Q4: 4,431 shares; 2025Q1: 3,937 shares; 2025Q2: 3,885 shares; 2025Q3: 3,891 shares; 2025Q4: 3,959 shares 3,959 $772K 0.13% +68 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,036 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,256 shares 15,256 $760K 0.12% 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: 655 shares; 2024Q4: 675 shares; 2025Q1: 1,604 shares; 2025Q2: 1,804 shares; 2025Q3: 1,787 shares; 2025Q4: 2,036 shares 2,036 $760K 0.12% +249 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,062 shares; 2025Q1: 12,384 shares; 2025Q2: 17,202 shares; 2025Q3: 20,157 shares; 2025Q4: 23,737 shares 23,737 $757K 0.12% +3,580 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,339 shares; 2024Q4: 5,339 shares; 2025Q1: 5,339 shares; 2025Q2: 5,361 shares; 2025Q3: 5,376 shares; 2025Q4: 5,849 shares 5,849 $746K 0.12% +473 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,043 shares 3,043 $734K 0.12% new 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: 2,684 shares; 2024Q4: 3,321 shares; 2025Q1: 3,847 shares; 2025Q2: 3,908 shares; 2025Q3: 4,639 shares; 2025Q4: 5,042 shares 5,042 $724K 0.12% +403 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,099 shares; 2024Q4: 13,432 shares; 2025Q1: 14,554 shares; 2025Q2: 10,196 shares; 2025Q3: 10,128 shares; 2025Q4: 10,128 shares 10,128 $703K 0.12% 0 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: 7,564 shares; 2024Q4: 7,677 shares; 2025Q1: 7,734 shares; 2025Q2: 7,843 shares; 2025Q3: 7,843 shares; 2025Q4: 15,684 shares 15,684 $701K 0.11% +7,841 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: 8,055 shares; 2024Q4: 7,811 shares; 2025Q1: 8,706 shares; 2025Q2: 9,063 shares; 2025Q3: 9,381 shares; 2025Q4: 9,931 shares 9,931 $694K 0.11% +550 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 3,456 shares; 2025Q1: 3,709 shares; 2025Q2: 7,572 shares; 2025Q3: 7,557 shares; 2025Q4: 7,270 shares 7,270 $685K 0.11% -287 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,957 shares; 2024Q4: 18,472 shares; 2025Q1: 18,472 shares; 2025Q2: 16,927 shares; 2025Q3: 16,610 shares; 2025Q4: 16,610 shares 16,610 $679K 0.11% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 8,383 shares; 2025Q1: 7,438 shares; 2025Q2: 7,438 shares; 2025Q3: 7,438 shares; 2025Q4: 7,356 shares 7,356 $679K 0.11% -82 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: 3,761 shares; 2024Q4: 3,777 shares; 2025Q1: 3,217 shares; 2025Q2: 3,121 shares; 2025Q3: 2,921 shares; 2025Q4: 5,315 shares 5,315 $669K 0.11% +2,394 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: 545 shares; 2024Q4: 630 shares; 2025Q1: 533 shares; 2025Q2: 592 shares; 2025Q3: 876 shares; 2025Q4: 1,160 shares 1,160 $662K 0.11% +284 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,735 shares; 2024Q4: 24,635 shares; 2025Q1: 24,096 shares; 2025Q2: 23,971 shares; 2025Q3: 24,002 shares; 2025Q4: 24,188 shares 24,188 $662K 0.11% +186 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: 7,760 shares; 2024Q4: 7,774 shares; 2025Q1: 7,617 shares; 2025Q2: 5,488 shares; 2025Q3: 6,053 shares; 2025Q4: 5,610 shares 5,610 $655K 0.11% -443 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 4,162 shares; 2025Q1: 4,194 shares; 2025Q2: 4,227 shares; 2025Q3: 4,241 shares; 2025Q4: 3,527 shares 3,527 $651K 0.11% -714 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: 2,890 shares; 2025Q2: 2,889 shares; 2025Q3: 3,597 shares; 2025Q4: 3,779 shares 3,779 $648K 0.11% +182 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: 16,998 shares; 2024Q4: 14,539 shares; 2025Q1: 13,814 shares; 2025Q2: 12,578 shares; 2025Q3: 12,431 shares; 2025Q4: 11,902 shares 11,902 $642K 0.11% -529 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 10,236 shares; 2025Q1: 10,236 shares; 2025Q2: 9,746 shares; 2025Q3: 9,541 shares; 2025Q4: 9,540 shares 9,540 $615K 0.1% -1 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,826 shares; 2024Q4: 5,231 shares; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: not reported; 2025Q4: 5,696 shares 5,696 $610K 0.1% new 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: 5,698 shares; 2024Q4: 5,596 shares; 2025Q1: 5,222 shares; 2025Q2: 5,208 shares; 2025Q3: 5,325 shares; 2025Q4: 6,090 shares 6,090 $608K 0.1% +765 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,349 shares 23,349 $603K 0.1% new Timeline PXF 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: 9,150 shares; 2024Q4: 9,150 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 9,151 shares 9,151 $600K 0.1% +1 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: 4,929 shares; 2024Q4: 5,171 shares; 2025Q1: 4,285 shares; 2025Q2: 4,308 shares; 2025Q3: 3,833 shares; 2025Q4: 4,119 shares 4,119 $590K 0.1% +286 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 2,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,414 shares 5,414 $578K 0.09% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,508 shares; 2025Q2: 2,550 shares; 2025Q3: 2,556 shares; 2025Q4: 2,543 shares 2,543 $575K 0.09% -13 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: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,629 shares 2,629 $553K 0.09% -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: 14,025 shares; 2024Q4: 14,143 shares; 2025Q1: 14,154 shares; 2025Q2: 14,323 shares; 2025Q3: 13,992 shares; 2025Q4: 14,349 shares 14,349 $531K 0.09% +357 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: 1,626 shares; 2024Q4: 1,808 shares; 2025Q1: 1,691 shares; 2025Q2: 1,763 shares; 2025Q3: 1,724 shares; 2025Q4: 1,718 shares 1,718 $525K 0.09% -6 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: 12,901 shares; 2024Q4: 11,883 shares; 2025Q1: 11,592 shares; 2025Q2: 10,528 shares; 2025Q3: 10,575 shares; 2025Q4: 10,646 shares 10,646 $524K 0.09% +71 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,708 shares; 2025Q2: 5,140 shares; 2025Q3: 5,049 shares; 2025Q4: 5,516 shares 5,516 $521K 0.09% +467 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 5,452 shares; 2025Q1: 5,137 shares; 2025Q2: 4,134 shares; 2025Q3: 4,369 shares; 2025Q4: 5,277 shares 5,277 $520K 0.09% +908 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,460 shares; 2025Q4: 2,526 shares 2,526 $518K 0.08% +1,066 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,401 shares; 2024Q4: 8,596 shares; 2025Q1: 8,596 shares; 2025Q2: 6,745 shares; 2025Q3: 6,912 shares; 2025Q4: 6,253 shares 6,253 $508K 0.08% -659 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: 875 shares; 2024Q4: 928 shares; 2025Q1: 1,225 shares; 2025Q2: 1,575 shares; 2025Q3: 1,504 shares; 2025Q4: 1,599 shares 1,599 $503K 0.08% +95 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,725 shares; 2024Q4: 28,934 shares; 2025Q1: 28,934 shares; 2025Q2: 28,934 shares; 2025Q3: 27,394 shares; 2025Q4: 25,345 shares 25,345 $501K 0.08% -2,049 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,900 shares 20,900 $494K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,460 shares 5,460 $490K 0.08% new 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: 5,848 shares; 2024Q4: 5,848 shares; 2025Q1: 5,691 shares; 2025Q2: 5,617 shares; 2025Q3: 5,420 shares; 2025Q4: 5,473 shares 5,473 $486K 0.08% +53 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,348 shares; 2025Q1: 2,336 shares; 2025Q2: 2,462 shares; 2025Q3: 2,818 shares; 2025Q4: 2,813 shares 2,813 $480K 0.08% -5 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: 907 shares; 2024Q4: 1,014 shares; 2025Q1: 713 shares; 2025Q2: 731 shares; 2025Q3: 950 shares; 2025Q4: 1,019 shares 1,019 $476K 0.08% +69 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 354 shares; 2025Q1: 338 shares; 2025Q2: 343 shares; 2025Q3: 348 shares; 2025Q4: 340 shares 340 $474K 0.08% -8 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: 631 shares; 2024Q4: 626 shares; 2025Q1: 574 shares; 2025Q2: 576 shares; 2025Q3: 584 shares; 2025Q4: 576 shares 576 $473K 0.08% -8 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 9,708 shares; 2025Q1: not reported; 2025Q2: 6,116 shares; 2025Q3: 4,736 shares; 2025Q4: 8,770 shares 8,770 $471K 0.08% +4,034 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,798 shares; 2025Q3: 1,853 shares; 2025Q4: 2,918 shares 2,918 $470K 0.08% +1,065 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,237 shares; 2025Q3: 2,235 shares; 2025Q4: 2,203 shares 2,203 $455K 0.07% -32 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,232 shares; 2024Q4: 11,333 shares; 2025Q1: 11,761 shares; 2025Q2: 6,348 shares; 2025Q3: 5,995 shares; 2025Q4: 4,100 shares 4,100 $452K 0.07% -1,895 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: 10,721 shares; 2025Q3: 10,721 shares; 2025Q4: 16,556 shares 16,556 $446K 0.07% +5,835 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: 5,240 shares; 2024Q4: 5,251 shares; 2025Q1: 4,877 shares; 2025Q2: 5,077 shares; 2025Q3: 5,239 shares; 2025Q4: 5,482 shares 5,482 $440K 0.07% +243 Timeline FXL 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: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,587 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,587 shares 2,587 $435K 0.07% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,483 shares; 2024Q4: 14,867 shares; 2025Q1: 14,150 shares; 2025Q2: 13,521 shares; 2025Q3: 13,327 shares; 2025Q4: 14,452 shares 14,452 $432K 0.07% +1,125 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 2,117 shares; 2025Q1: 2,071 shares; 2025Q2: 2,058 shares; 2025Q3: 2,186 shares; 2025Q4: 2,153 shares 2,153 $426K 0.07% -33 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,232 shares; 2025Q1: 1,140 shares; 2025Q2: 1,068 shares; 2025Q3: 1,220 shares; 2025Q4: 1,246 shares 1,246 $411K 0.07% +26 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: 305 shares; 2024Q4: not reported; 2025Q1: 315 shares; 2025Q2: 324 shares; 2025Q3: 326 shares; 2025Q4: 338 shares 338 $411K 0.07% +12 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: 493 shares; 2024Q4: 504 shares; 2025Q1: 497 shares; 2025Q2: 435 shares; 2025Q3: not reported; 2025Q4: 718 shares 718 $407K 0.07% new 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: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,648 shares 1,648 $406K 0.07% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: 3,558 shares; 2025Q3: 3,558 shares; 2025Q4: 3,561 shares 3,561 $405K 0.07% +3 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 1,328 shares; 2025Q1: 1,332 shares; 2025Q2: 1,354 shares; 2025Q3: 1,292 shares; 2025Q4: 1,306 shares 1,306 $405K 0.07% +14 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,535 shares; 2024Q4: 15,585 shares; 2025Q1: 11,475 shares; 2025Q2: 11,747 shares; 2025Q3: 8,084 shares; 2025Q4: 7,938 shares 7,938 $399K 0.07% -146 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,392 shares 1,392 $397K 0.07% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,328 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,852 shares 3,852 $387K 0.06% new 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: 2,737 shares; 2024Q4: 3,188 shares; 2025Q1: 2,517 shares; 2025Q2: 2,357 shares; 2025Q3: 2,576 shares; 2025Q4: 2,599 shares 2,599 $377K 0.06% +23 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: not reported; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares 1,226 $370K 0.06% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,309 shares; 2025Q3: 4,228 shares; 2025Q4: 8,658 shares 8,658 $370K 0.06% +4,430 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,423 shares; 2025Q4: 1,958 shares 1,958 $361K 0.06% +535 Timeline LODE COMSTOCK INC More: the full row for COMSTOCK 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: 83,000 shares; 2025Q2: 95,160 shares; 2025Q3: 95,160 shares; 2025Q4: 95,080 shares 95,080 $358K 0.06% -80 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: 4,503 shares; 2024Q4: 4,512 shares; 2025Q1: 4,640 shares; 2025Q2: 4,655 shares; 2025Q3: 4,663 shares; 2025Q4: 4,474 shares 4,474 $348K 0.06% -189 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,452 shares; 2025Q1: 4,387 shares; 2025Q2: 3,872 shares; 2025Q3: 3,902 shares; 2025Q4: 6,027 shares 6,027 $346K 0.06% +2,125 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 6,085 shares; 2025Q1: 5,154 shares; 2025Q2: 5,167 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares 4,249 $344K 0.06% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,699 shares; 2024Q4: 40,664 shares; 2025Q1: 33,176 shares; 2025Q2: 28,252 shares; 2025Q3: 26,920 shares; 2025Q4: 26,132 shares 26,132 $343K 0.06% -788 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 15,406 shares; 2025Q1: 17,253 shares; 2025Q2: 17,004 shares; 2025Q3: 17,147 shares; 2025Q4: 17,110 shares 17,110 $342K 0.06% -37 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 17,290 shares; 2025Q1: 6,710 shares; 2025Q2: 6,772 shares; 2025Q3: 6,437 shares; 2025Q4: 6,440 shares 6,440 $339K 0.06% +3 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: 8,641 shares; 2024Q4: 8,256 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,754 shares 2,754 $338K 0.06% new Timeline IGF ISHARES TR More: 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: 4,602 shares; 2025Q3: 4,941 shares; 2025Q4: 5,412 shares 5,412 $332K 0.05% +471 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares 708 $332K 0.05% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 9,090 shares; 2025Q1: 9,040 shares; 2025Q2: 6,482 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares 6,429 $325K 0.05% 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: 1,245 shares; 2024Q4: 1,242 shares; 2025Q1: 1,024 shares; 2025Q2: 1,027 shares; 2025Q3: 1,162 shares; 2025Q4: 1,326 shares 1,326 $320K 0.05% +164 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: 864 shares; 2024Q4: 1,145 shares; 2025Q1: 878 shares; 2025Q2: 1,041 shares; 2025Q3: 981 shares; 2025Q4: 997 shares 997 $318K 0.05% +16 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: 1,365 shares; 2025Q4: 1,602 shares 1,602 $316K 0.05% +237 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: 456 shares; 2025Q4: 528 shares 528 $307K 0.05% +72 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 55,033 shares; 2025Q3: 50,757 shares; 2025Q4: 40,219 shares 40,219 $302K 0.05% -10,538 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,616 shares 2,616 $301K 0.05% 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: 3,186 shares; 2024Q4: not reported; 2025Q1: 2,271 shares; 2025Q2: not reported; 2025Q3: 2,919 shares; 2025Q4: 3,066 shares 3,066 $297K 0.05% +147 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: 664 shares; 2024Q4: 623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 837 shares 837 $293K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares; 2025Q4: 10,630 shares 10,630 $289K 0.05% +90 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $288K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 1,503 shares; 2025Q4: 1,504 shares 1,504 $287K 0.05% +1 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 786 shares; 2025Q4: 732 shares 732 $285K 0.05% -54 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,802 shares 6,802 $282K 0.05% +2 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: 2,964 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,208 shares; 2025Q3: 3,426 shares; 2025Q4: 3,455 shares 3,455 $282K 0.05% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares 371 $280K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,563 shares 1,563 $277K 0.05% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,183 shares; 2025Q1: 2,295 shares; 2025Q2: 3,706 shares; 2025Q3: 3,172 shares; 2025Q4: 3,111 shares 3,111 $275K 0.05% -61 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,433 shares; 2025Q4: 10,440 shares 10,440 $273K 0.04% +7 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: 12,958 shares; 2024Q4: 38,667 shares; 2025Q1: 10,354 shares; 2025Q2: 10,382 shares; 2025Q3: 10,382 shares; 2025Q4: 10,382 shares 10,382 $272K 0.04% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 5,852 shares; 2025Q4: 6,053 shares 6,053 $272K 0.04% +201 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $266K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,209 shares 1,209 $266K 0.04% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 7,941 shares; 2025Q1: not reported; 2025Q2: 6,659 shares; 2025Q3: 6,826 shares; 2025Q4: 7,296 shares 7,296 $264K 0.04% +470 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,002 shares; 2025Q1: 893 shares; 2025Q2: 962 shares; 2025Q3: 974 shares; 2025Q4: 906 shares 906 $263K 0.04% -68 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 5,972 shares 5,972 $260K 0.04% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares 497 $260K 0.04% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,402 shares; 2025Q1: 3,171 shares; 2025Q2: 3,231 shares; 2025Q3: 3,305 shares; 2025Q4: 2,978 shares 2,978 $260K 0.04% -327 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 7,266 shares; 2025Q3: 7,266 shares; 2025Q4: 7,266 shares 7,266 $256K 0.04% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,390 shares; 2025Q1: 1,346 shares; 2025Q2: 1,382 shares; 2025Q3: 1,387 shares; 2025Q4: 1,539 shares 1,539 $249K 0.04% +152 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: 6,910 shares; 2024Q4: 6,641 shares; 2025Q1: 5,045 shares; 2025Q2: 3,540 shares; 2025Q3: 3,191 shares; 2025Q4: 3,033 shares 3,033 $249K 0.04% -158 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,886 shares; 2025Q4: 2,828 shares 2,828 $248K 0.04% -58 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 682 shares 682 $240K 0.04% +115 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 991 shares 991 $240K 0.04% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,714 shares; 2025Q1: 7,872 shares; 2025Q2: 7,934 shares; 2025Q3: 7,988 shares; 2025Q4: 8,680 shares 8,680 $238K 0.04% +692 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares 218 $233K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares 1,510 $232K 0.04% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,296 shares; 2025Q1: 961 shares; 2025Q2: 840 shares; 2025Q3: not reported; 2025Q4: 863 shares 863 $232K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: not reported; 2025Q4: 1,410 shares 1,410 $228K 0.04% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460 shares; 2025Q4: 459 shares 459 $225K 0.04% -1 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: 385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338 shares 338 $224K 0.04% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares; 2025Q3: 4,249 shares; 2025Q4: 4,253 shares 4,253 $223K 0.04% +4 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,741 shares 1,741 $222K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares 1,448 $222K 0.04% new 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: 2,303 shares; 2025Q2: 2,310 shares; 2025Q3: 1,754 shares; 2025Q4: 1,758 shares 1,758 $221K 0.04% +4 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,021 shares 6,021 $221K 0.04% new 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: 3,482 shares; 2024Q4: 3,257 shares; 2025Q1: 2,394 shares; 2025Q2: 2,533 shares; 2025Q3: 2,636 shares; 2025Q4: 2,338 shares 2,338 $219K 0.04% -298 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares 1,545 $219K 0.04% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 967 shares; 2025Q4: 1,002 shares 1,002 $218K 0.04% +35 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,239 shares 2,239 $213K 0.04% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,129 shares 1,129 $212K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 372 shares 372 $212K 0.03% -48 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,909 shares; 2025Q1: 81,801 shares; 2025Q2: 81,801 shares; 2025Q3: 75,406 shares; 2025Q4: 69,514 shares 69,514 $211K 0.03% -5,892 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 7,083 shares; 2025Q1: 5,511 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,239 shares 4,239 $210K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,952 shares; 2025Q1: 3,035 shares; 2025Q2: 3,108 shares; 2025Q3: 3,328 shares; 2025Q4: 2,166 shares 2,166 $208K 0.03% -1,162 Timeline NYF ISHARES TR More: 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: 4,793 shares; 2025Q3: not reported; 2025Q4: 3,764 shares 3,764 $201K 0.03% new Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,651 shares; 2024Q4: 15,371 shares; 2025Q1: 12,972 shares; 2025Q2: 8,420 shares; 2025Q3: 6,734 shares; 2025Q4: 6,734 shares 6,734 $201K 0.03% 0 Timeline AMZA 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: 5,009 shares; 2024Q4: 5,009 shares; 2025Q1: 5,009 shares; 2025Q2: 5,009 shares; 2025Q3: 5,009 shares; 2025Q4: 5,009 shares 5,009 $201K 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: not reported; 2024Q4: not reported; 2025Q1: 12,011 shares; 2025Q2: 12,116 shares; 2025Q3: 12,950 shares; 2025Q4: 12,116 shares 12,116 $200K 0.03% -834 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,466 shares; 2025Q1: not reported; 2025Q2: 20,392 shares; 2025Q3: 23,405 shares; 2025Q4: 42,983 shares 42,983 $122K 0.02% +19,578 Timeline ATLX ATLAS LITHIUM CORP More: the full row for ATLAS LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $76.1K 0.01% 0 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,260 shares; 2024Q4: 30,260 shares; 2025Q1: 30,260 shares; 2025Q2: 30,260 shares; 2025Q3: 30,260 shares; 2025Q4: 20,260 shares 20,260 $49K 0.01% -10,000 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 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 $16.7K <0.01% 0 Timeline IPSC CENTURY THERAPEUTICS INC More: the full row for CENTURY 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: 15,286 shares; 2025Q3: 15,286 shares; 2025Q4: 15,286 shares 15,286 $15.2K <0.01% 0 Timeline CISO CISO GLOBAL INC More: the full row for CISO GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $14.4K <0.01% 0 Timeline