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: restricted; 2024Q4: 56,896 shares; 2025Q1: 56,541 shares; 2025Q2: 55,320 shares; 2025Q3: 54,723 shares; 2025Q4: 53,167 shares 53,167 $9.92M 3.98% -1,556 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,802 shares; 2025Q1: 35,330 shares; 2025Q2: 35,209 shares; 2025Q3: 35,101 shares; 2025Q4: 33,942 shares 33,942 $9.23M 3.7% -1,159 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,283 shares; 2025Q1: not reported; 2025Q2: 12,157 shares; 2025Q3: 12,147 shares; 2025Q4: 11,800 shares 11,800 $7.25M 2.91% -347 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 514,832 shares; 2025Q1: 550,180 shares; 2025Q2: 553,297 shares; 2025Q3: 600,770 shares; 2025Q4: 662,976 shares 662,976 $5.94M 2.38% +62,206 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: restricted; 2024Q4: 18,304 shares; 2025Q1: 18,862 shares; 2025Q2: 18,959 shares; 2025Q3: 18,974 shares; 2025Q4: 18,073 shares 18,073 $5.66M 2.27% -901 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: restricted; 2024Q4: 15,939 shares; 2025Q1: 15,595 shares; 2025Q2: 15,893 shares; 2025Q3: 15,302 shares; 2025Q4: 15,033 shares 15,033 $5.2M 2.09% -269 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,527 shares; 2025Q1: 16,582 shares; 2025Q2: 16,918 shares; 2025Q3: 17,612 shares; 2025Q4: 22,628 shares 22,628 $4.91M 1.97% +5,016 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,526 shares; 2025Q1: 20,746 shares; 2025Q2: 20,692 shares; 2025Q3: 20,554 shares; 2025Q4: 20,609 shares 20,609 $4.76M 1.91% +55 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: restricted; 2024Q4: 15,977 shares; 2025Q1: 16,252 shares; 2025Q2: 16,233 shares; 2025Q3: 16,299 shares; 2025Q4: 15,144 shares 15,144 $4.75M 1.91% -1,155 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: restricted; 2024Q4: 8,965 shares; 2025Q1: 9,747 shares; 2025Q2: 9,516 shares; 2025Q3: 9,474 shares; 2025Q4: 9,680 shares 9,680 $4.68M 1.88% +206 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: restricted; 2024Q4: 20,090 shares; 2025Q1: 19,727 shares; 2025Q2: 20,062 shares; 2025Q3: 20,110 shares; 2025Q4: 20,041 shares 20,041 $4.58M 1.84% -69 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: restricted; 2024Q4: 6,975 shares; 2025Q1: 6,893 shares; 2025Q2: 6,766 shares; 2025Q3: 6,785 shares; 2025Q4: 6,876 shares 6,876 $4.54M 1.82% +91 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: restricted; 2024Q4: 25,612 shares; 2025Q1: 27,782 shares; 2025Q2: 28,276 shares; 2025Q3: 27,372 shares; 2025Q4: 28,406 shares 28,406 $4.38M 1.76% +1,034 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: restricted; 2024Q4: 8,649 shares; 2025Q1: 8,588 shares; 2025Q2: 8,372 shares; 2025Q3: 8,366 shares; 2025Q4: 8,399 shares 8,399 $2.95M 1.18% +33 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,185 shares; 2025Q1: 139,565 shares; 2025Q2: 141,504 shares; 2025Q3: 143,043 shares; 2025Q4: 144,489 shares 144,489 $2.87M 1.15% +1,446 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: restricted; 2024Q4: 9,437 shares; 2025Q1: 9,748 shares; 2025Q2: 9,803 shares; 2025Q3: 9,658 shares; 2025Q4: 8,999 shares 8,999 $2.87M 1.15% -659 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,647 shares; 2025Q1: 29,411 shares; 2025Q2: 27,456 shares; 2025Q3: 25,892 shares; 2025Q4: 53,623 shares 53,623 $2.83M 1.13% +27,731 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,413 shares; 2025Q1: 10,178 shares; 2025Q2: 10,036 shares; 2025Q3: 9,967 shares; 2025Q4: 9,698 shares 9,698 $2.81M 1.13% -269 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,429 shares; 2025Q1: not reported; 2025Q2: 15,597 shares; 2025Q3: 15,638 shares; 2025Q4: 15,011 shares 15,011 $2.75M 1.1% -627 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,788 shares; 2025Q1: 32,396 shares; 2025Q2: 28,523 shares; 2025Q3: 26,600 shares; 2025Q4: 50,465 shares 50,465 $2.65M 1.06% +23,865 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: restricted; 2024Q4: 2,341 shares; 2025Q1: 2,793 shares; 2025Q2: 2,740 shares; 2025Q3: 2,513 shares; 2025Q4: 2,412 shares 2,412 $2.59M 1.04% -101 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: restricted; 2024Q4: 10,312 shares; 2025Q1: 17,445 shares; 2025Q2: 18,330 shares; 2025Q3: 18,903 shares; 2025Q4: 17,183 shares 17,183 $2.52M 1.01% -1,720 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: restricted; 2024Q4: 2,813 shares; 2025Q1: 2,839 shares; 2025Q2: 2,819 shares; 2025Q3: 2,840 shares; 2025Q4: 2,832 shares 2,832 $2.49M 1% -8 Timeline TOAK MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,033 shares; 2025Q1: 44,227 shares; 2025Q2: 67,511 shares; 2025Q3: 71,184 shares; 2025Q4: 85,232 shares 85,232 $2.42M 0.97% +14,048 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,343 shares; 2025Q1: 44,743 shares; 2025Q2: 43,994 shares; 2025Q3: 43,761 shares; 2025Q4: 42,538 shares 42,538 $2.34M 0.94% -1,223 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: restricted; 2024Q4: 4,061 shares; 2025Q1: 4,324 shares; 2025Q2: 4,274 shares; 2025Q3: 4,404 shares; 2025Q4: 4,446 shares 4,446 $2.17M 0.87% +42 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,275 shares; 2025Q1: 78,431 shares; 2025Q2: 78,233 shares; 2025Q3: 79,167 shares; 2025Q4: 78,112 shares 78,112 $2.15M 0.86% -1,055 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: restricted; 2024Q4: 11,256 shares; 2025Q1: 11,991 shares; 2025Q2: 11,790 shares; 2025Q3: 12,165 shares; 2025Q4: 12,077 shares 12,077 $2.07M 0.83% -88 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: restricted; 2024Q4: 23,573 shares; 2025Q1: 23,524 shares; 2025Q2: 23,482 shares; 2025Q3: 23,507 shares; 2025Q4: 23,261 shares 23,261 $2.06M 0.83% -246 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,528 shares; 2025Q1: 27,017 shares; 2025Q2: 26,605 shares; 2025Q3: 26,157 shares; 2025Q4: 25,617 shares 25,617 $2.03M 0.82% -540 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: restricted; 2024Q4: 12,669 shares; 2025Q1: 12,609 shares; 2025Q2: 12,449 shares; 2025Q3: 12,454 shares; 2025Q4: 12,548 shares 12,548 $2.01M 0.81% +94 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: restricted; 2024Q4: 541 shares; 2025Q1: 591 shares; 2025Q2: 4,210 shares; 2025Q3: 5,806 shares; 2025Q4: 5,805 shares 5,805 $1.92M 0.77% -1 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: restricted; 2024Q4: 25,219 shares; 2025Q1: 25,126 shares; 2025Q2: 19,876 shares; 2025Q3: 17,475 shares; 2025Q4: 15,006 shares 15,006 $1.81M 0.72% -2,469 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: restricted; 2024Q4: 7,487 shares; 2025Q1: 7,375 shares; 2025Q2: 7,189 shares; 2025Q3: 6,990 shares; 2025Q4: 6,953 shares 6,953 $1.79M 0.72% -37 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: restricted; 2024Q4: 18,290 shares; 2025Q1: 18,434 shares; 2025Q2: 18,471 shares; 2025Q3: 18,669 shares; 2025Q4: 18,582 shares 18,582 $1.73M 0.69% -87 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: restricted; 2024Q4: 9,013 shares; 2025Q1: 9,024 shares; 2025Q2: 9,001 shares; 2025Q3: 9,031 shares; 2025Q4: 9,106 shares 9,106 $1.62M 0.65% +75 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: restricted; 2024Q4: 28,948 shares; 2025Q1: 30,145 shares; 2025Q2: 30,462 shares; 2025Q3: 32,613 shares; 2025Q4: 31,716 shares 31,716 $1.61M 0.65% -897 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: restricted; 2024Q4: 1,764 shares; 2025Q1: 1,716 shares; 2025Q2: 1,704 shares; 2025Q3: 1,703 shares; 2025Q4: 16,944 shares 16,944 $1.59M 0.64% +15,241 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: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,654 shares; 2025Q2: 4,708 shares; 2025Q3: 4,799 shares; 2025Q4: 4,757 shares 4,757 $1.53M 0.61% -42 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: restricted; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,046 shares; 2025Q3: 2,050 shares; 2025Q4: 2,008 shares 2,008 $1.51M 0.61% -42 Timeline TDIV 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: restricted; 2024Q4: 15,336 shares; 2025Q1: 15,395 shares; 2025Q2: 15,447 shares; 2025Q3: 15,414 shares; 2025Q4: 15,506 shares 15,506 $1.5M 0.6% +92 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: restricted; 2024Q4: 4,163 shares; 2025Q1: 4,067 shares; 2025Q2: 4,113 shares; 2025Q3: 4,186 shares; 2025Q4: 4,236 shares 4,236 $1.46M 0.58% +50 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: restricted; 2024Q4: 4,991 shares; 2025Q1: 4,957 shares; 2025Q2: 4,895 shares; 2025Q3: 4,889 shares; 2025Q4: 4,768 shares 4,768 $1.46M 0.58% -121 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,692 shares; 2025Q1: 11,893 shares; 2025Q2: 11,853 shares; 2025Q3: 11,738 shares; 2025Q4: 11,258 shares 11,258 $1.41M 0.57% -480 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: restricted; 2024Q4: 11,144 shares; 2025Q1: 11,311 shares; 2025Q2: 11,361 shares; 2025Q3: 11,324 shares; 2025Q4: 11,316 shares 11,316 $1.39M 0.56% -8 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,481 shares; 2025Q1: 9,487 shares; 2025Q2: 9,503 shares; 2025Q3: 9,448 shares; 2025Q4: 9,430 shares 9,430 $1.33M 0.53% -18 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: restricted; 2024Q4: 7,970 shares; 2025Q1: 8,244 shares; 2025Q2: 8,595 shares; 2025Q3: 8,673 shares; 2025Q4: 8,668 shares 8,668 $1.32M 0.53% -5 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: restricted; 2024Q4: 8,986 shares; 2025Q1: 8,925 shares; 2025Q2: 9,107 shares; 2025Q3: 9,041 shares; 2025Q4: 9,064 shares 9,064 $1.3M 0.52% +23 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: restricted; 2024Q4: 20,002 shares; 2025Q1: 21,688 shares; 2025Q2: 22,513 shares; 2025Q3: 20,707 shares; 2025Q4: 19,970 shares 19,970 $1.3M 0.52% -737 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,152 shares; 2025Q1: 19,081 shares; 2025Q2: 14,602 shares; 2025Q3: 14,053 shares; 2025Q4: 13,695 shares 13,695 $1.29M 0.52% -358 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,206 shares; 2025Q1: 14,710 shares; 2025Q2: 13,733 shares; 2025Q3: 13,159 shares; 2025Q4: 12,802 shares 12,802 $1.28M 0.51% -357 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,281 shares; 2025Q1: 17,021 shares; 2025Q2: 16,780 shares; 2025Q3: 16,798 shares; 2025Q4: 16,447 shares 16,447 $1.27M 0.51% -351 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: restricted; 2024Q4: 2,314 shares; 2025Q1: 2,335 shares; 2025Q2: 2,338 shares; 2025Q3: 2,411 shares; 2025Q4: 2,156 shares 2,156 $1.23M 0.5% -255 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: restricted; 2024Q4: 14,143 shares; 2025Q1: 14,125 shares; 2025Q2: 14,076 shares; 2025Q3: 14,172 shares; 2025Q4: 14,106 shares 14,106 $1.23M 0.49% -66 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: restricted; 2024Q4: 5,255 shares; 2025Q1: 5,945 shares; 2025Q2: 5,854 shares; 2025Q3: 5,988 shares; 2025Q4: 5,849 shares 5,849 $1.21M 0.49% -139 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: restricted; 2024Q4: 10,525 shares; 2025Q1: 11,456 shares; 2025Q2: 11,452 shares; 2025Q3: 11,216 shares; 2025Q4: 10,817 shares 10,817 $1.21M 0.48% -399 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,843 shares; 2025Q1: 6,741 shares; 2025Q2: 9,810 shares; 2025Q3: 8,813 shares; 2025Q4: 8,399 shares 8,399 $1.19M 0.48% -414 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: restricted; 2024Q4: 10,021 shares; 2025Q1: 10,289 shares; 2025Q2: 10,344 shares; 2025Q3: 10,224 shares; 2025Q4: 10,125 shares 10,125 $1.18M 0.47% -99 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: restricted; 2024Q4: 1,852 shares; 2025Q1: 1,851 shares; 2025Q2: 1,841 shares; 2025Q3: 1,838 shares; 2025Q4: 1,842 shares 1,842 $1.15M 0.46% +4 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: restricted; 2024Q4: 3,808 shares; 2025Q1: 3,785 shares; 2025Q2: 3,762 shares; 2025Q3: 3,838 shares; 2025Q4: 3,794 shares 3,794 $1.12M 0.45% -44 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: restricted; 2024Q4: 4,263 shares; 2025Q1: 4,171 shares; 2025Q2: 4,441 shares; 2025Q3: 3,932 shares; 2025Q4: 3,877 shares 3,877 $1.11M 0.44% -55 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,853 shares; 2025Q1: 21,861 shares; 2025Q2: 24,378 shares; 2025Q3: 22,344 shares; 2025Q4: 21,351 shares 21,351 $1.11M 0.44% -993 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,403 shares; 2025Q1: 7,405 shares; 2025Q2: 7,134 shares; 2025Q3: 7,108 shares; 2025Q4: 7,107 shares 7,107 $1.1M 0.44% -1 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: restricted; 2024Q4: 9,278 shares; 2025Q1: 9,705 shares; 2025Q2: 9,938 shares; 2025Q3: 10,326 shares; 2025Q4: 10,349 shares 10,349 $1.09M 0.44% +23 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: restricted; 2024Q4: 12,373 shares; 2025Q1: 12,855 shares; 2025Q2: 14,501 shares; 2025Q3: 14,668 shares; 2025Q4: 13,570 shares 13,570 $1.09M 0.44% -1,098 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,324 shares; 2025Q1: 6,311 shares; 2025Q2: 6,291 shares; 2025Q3: 6,253 shares; 2025Q4: 5,864 shares 5,864 $1.09M 0.44% -389 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,168 shares; 2025Q1: 3,635 shares; 2025Q2: 3,782 shares; 2025Q3: 3,983 shares; 2025Q4: 4,122 shares 4,122 $1.04M 0.42% +139 Timeline IHI 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: restricted; 2024Q4: 16,501 shares; 2025Q1: 16,421 shares; 2025Q2: 16,258 shares; 2025Q3: 16,276 shares; 2025Q4: 16,302 shares 16,302 $1.01M 0.41% +26 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: restricted; 2024Q4: 3,207 shares; 2025Q1: 3,224 shares; 2025Q2: 3,249 shares; 2025Q3: 3,260 shares; 2025Q4: 3,280 shares 3,280 $1.01M 0.41% +20 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,835 shares; 2025Q1: 31,228 shares; 2025Q2: 32,642 shares; 2025Q3: 33,230 shares; 2025Q4: 31,632 shares 31,632 $987K 0.4% -1,598 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,328 shares; 2025Q1: 32,059 shares; 2025Q2: 31,941 shares; 2025Q3: 26,584 shares; 2025Q4: 16,395 shares 16,395 $976K 0.39% -10,189 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,356 shares; 2025Q1: 5,259 shares; 2025Q2: 5,272 shares; 2025Q3: 5,267 shares; 2025Q4: 5,252 shares 5,252 $975K 0.39% -15 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,884 shares; 2025Q1: 33,186 shares; 2025Q2: 37,433 shares; 2025Q3: 36,535 shares; 2025Q4: 36,443 shares 36,443 $957K 0.38% -92 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,916 shares; 2025Q1: 17,736 shares; 2025Q2: 18,573 shares; 2025Q3: 18,248 shares; 2025Q4: 17,844 shares 17,844 $939K 0.38% -404 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,250 shares; 2025Q1: 11,432 shares; 2025Q2: 11,455 shares; 2025Q3: 11,366 shares; 2025Q4: 11,308 shares 11,308 $938K 0.38% -58 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: restricted; 2024Q4: 32,373 shares; 2025Q1: 32,374 shares; 2025Q2: 33,105 shares; 2025Q3: 25,963 shares; 2025Q4: 24,843 shares 24,843 $917K 0.37% -1,120 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,415 shares; 2025Q1: 15,606 shares; 2025Q2: 15,589 shares; 2025Q3: 15,305 shares; 2025Q4: 15,738 shares 15,738 $911K 0.37% +433 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,431 shares; 2025Q1: 3,298 shares; 2025Q2: 3,262 shares; 2025Q3: 3,253 shares; 2025Q4: 3,133 shares 3,133 $902K 0.36% -120 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,329 shares; 2025Q1: 12,218 shares; 2025Q2: 12,089 shares; 2025Q3: 12,106 shares; 2025Q4: 12,097 shares 12,097 $901K 0.36% -9 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: restricted; 2024Q4: 3,500 shares; 2025Q1: 4,185 shares; 2025Q2: 4,238 shares; 2025Q3: 4,389 shares; 2025Q4: 4,536 shares 4,536 $885K 0.35% +147 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,421 shares; 2025Q1: 16,156 shares; 2025Q2: 15,873 shares; 2025Q3: 15,999 shares; 2025Q4: 15,664 shares 15,664 $883K 0.35% -335 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: restricted; 2024Q4: 6,107 shares; 2025Q1: 6,136 shares; 2025Q2: 6,127 shares; 2025Q3: 6,031 shares; 2025Q4: 6,032 shares 6,032 $864K 0.35% +1 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,823 shares; 2025Q1: 6,826 shares; 2025Q2: 6,808 shares; 2025Q3: 6,808 shares; 2025Q4: 6,677 shares 6,677 $862K 0.35% -131 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: restricted; 2024Q4: 5,654 shares; 2025Q1: 6,040 shares; 2025Q2: 6,095 shares; 2025Q3: 6,038 shares; 2025Q4: 5,933 shares 5,933 $852K 0.34% -105 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,163 shares; 2025Q1: 8,118 shares; 2025Q2: 8,367 shares; 2025Q3: 8,297 shares; 2025Q4: 8,249 shares 8,249 $844K 0.34% -48 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,656 shares; 2025Q1: 7,790 shares; 2025Q2: 7,796 shares; 2025Q3: 7,801 shares; 2025Q4: 7,475 shares 7,475 $824K 0.33% -326 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,427 shares; 2025Q1: 19,053 shares; 2025Q2: 17,757 shares; 2025Q3: 17,757 shares; 2025Q4: 16,532 shares 16,532 $822K 0.33% -1,225 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,206 shares; 2025Q1: 6,309 shares; 2025Q2: 6,590 shares; 2025Q3: 6,516 shares; 2025Q4: 6,363 shares 6,363 $821K 0.33% -153 Timeline ITB 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: restricted; 2024Q4: 8,380 shares; 2025Q1: 8,436 shares; 2025Q2: 8,465 shares; 2025Q3: 8,480 shares; 2025Q4: 8,480 shares 8,480 $817K 0.33% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,859 shares; 2025Q1: 5,483 shares; 2025Q2: 5,531 shares; 2025Q3: 5,478 shares; 2025Q4: 5,087 shares 5,087 $814K 0.33% -391 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,414 shares; 2025Q1: 2,422 shares; 2025Q2: 2,427 shares; 2025Q3: 2,427 shares; 2025Q4: 2,427 shares 2,427 $787K 0.32% 0 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: restricted; 2024Q4: 18,931 shares; 2025Q1: 19,141 shares; 2025Q2: 19,195 shares; 2025Q3: 19,915 shares; 2025Q4: 19,203 shares 19,203 $782K 0.31% -712 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: restricted; 2024Q4: 6,107 shares; 2025Q1: 6,671 shares; 2025Q2: 6,850 shares; 2025Q3: 7,108 shares; 2025Q4: 8,717 shares 8,717 $775K 0.31% +1,609 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,290 shares; 2025Q1: 3,508 shares; 2025Q2: 3,631 shares; 2025Q3: 3,676 shares; 2025Q4: 3,906 shares 3,906 $748K 0.3% +230 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,261 shares; 2025Q1: 16,637 shares; 2025Q2: 18,686 shares; 2025Q3: 16,413 shares; 2025Q4: 16,077 shares 16,077 $732K 0.29% -336 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,592 shares; 2025Q1: 2,492 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,492 shares 2,492 $708K 0.28% 0 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: restricted; 2024Q4: 24,695 shares; 2025Q1: 25,630 shares; 2025Q2: 27,736 shares; 2025Q3: 28,734 shares; 2025Q4: 28,332 shares 28,332 $705K 0.28% -402 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: restricted; 2024Q4: 1,380 shares; 2025Q1: 1,432 shares; 2025Q2: 1,430 shares; 2025Q3: 1,458 shares; 2025Q4: 1,455 shares 1,455 $704K 0.28% -3 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,817 shares; 2025Q1: 5,058 shares; 2025Q2: 5,768 shares; 2025Q3: 6,057 shares; 2025Q4: 6,471 shares 6,471 $663K 0.27% +414 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,738 shares; 2025Q1: 9,602 shares; 2025Q2: 9,449 shares; 2025Q3: 9,441 shares; 2025Q4: 9,407 shares 9,407 $662K 0.27% -34 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,229 shares; 2025Q1: 22,322 shares; 2025Q2: 20,598 shares; 2025Q3: 18,444 shares; 2025Q4: 14,413 shares 14,413 $653K 0.26% -4,031 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,129 shares; 2025Q1: 1,154 shares; 2025Q2: 1,174 shares; 2025Q3: 1,239 shares; 2025Q4: 1,272 shares 1,272 $640K 0.26% +33 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,389 shares; 2025Q1: 3,417 shares; 2025Q2: 3,450 shares; 2025Q3: 3,566 shares; 2025Q4: 3,637 shares 3,637 $639K 0.26% +71 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,399 shares; 2025Q1: 5,490 shares; 2025Q2: 5,479 shares; 2025Q3: 5,597 shares; 2025Q4: 5,416 shares 5,416 $635K 0.25% -181 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: restricted; 2024Q4: 11,540 shares; 2025Q1: 11,483 shares; 2025Q2: 11,212 shares; 2025Q3: 11,575 shares; 2025Q4: 11,506 shares 11,506 $621K 0.25% -69 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,506 shares; 2025Q1: 1,449 shares; 2025Q2: 2,324 shares; 2025Q3: 2,466 shares; 2025Q4: 3,197 shares 3,197 $620K 0.25% +731 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,696 shares; 2025Q1: 14,706 shares; 2025Q2: 14,398 shares; 2025Q3: 14,358 shares; 2025Q4: 13,178 shares 13,178 $618K 0.25% -1,180 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,921 shares; 2025Q1: 7,402 shares; 2025Q2: 7,608 shares; 2025Q3: 7,693 shares; 2025Q4: 6,238 shares 6,238 $610K 0.24% -1,455 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,049 shares; 2025Q1: 10,601 shares; 2025Q2: 11,061 shares; 2025Q3: 12,484 shares; 2025Q4: 11,693 shares 11,693 $595K 0.24% -791 Timeline IAK 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: restricted; 2024Q4: 4,313 shares; 2025Q1: 4,336 shares; 2025Q2: 4,303 shares; 2025Q3: 4,284 shares; 2025Q4: 4,303 shares 4,303 $586K 0.24% +19 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,630 shares; 2025Q1: 5,622 shares; 2025Q2: 5,557 shares; 2025Q3: 5,469 shares; 2025Q4: 5,776 shares 5,776 $583K 0.23% +307 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,238 shares; 2025Q1: 34,535 shares; 2025Q2: 38,775 shares; 2025Q3: 41,899 shares; 2025Q4: 48,376 shares 48,376 $573K 0.23% +6,477 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,133 shares; 2025Q1: 3,859 shares; 2025Q2: 4,043 shares; 2025Q3: 4,009 shares; 2025Q4: 4,125 shares 4,125 $563K 0.23% +116 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,259 shares; 2025Q1: 11,303 shares; 2025Q2: 11,171 shares; 2025Q3: 9,109 shares; 2025Q4: 9,491 shares 9,491 $561K 0.23% +382 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,367 shares; 2025Q1: 4,347 shares; 2025Q2: 4,340 shares; 2025Q3: 4,328 shares; 2025Q4: 4,292 shares 4,292 $558K 0.22% -36 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,421 shares; 2025Q1: 20,690 shares; 2025Q2: 24,276 shares; 2025Q3: 27,300 shares; 2025Q4: 23,857 shares 23,857 $558K 0.22% -3,443 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: restricted; 2024Q4: 7,447 shares; 2025Q1: 7,470 shares; 2025Q2: 7,110 shares; 2025Q3: 7,091 shares; 2025Q4: 7,098 shares 7,098 $547K 0.22% +7 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 2,084 shares; 2025Q2: 2,092 shares; 2025Q3: 2,097 shares; 2025Q4: 2,086 shares 2,086 $541K 0.22% -11 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: restricted; 2024Q4: 1,687 shares; 2025Q1: 1,744 shares; 2025Q2: 1,747 shares; 2025Q3: 1,748 shares; 2025Q4: 1,704 shares 1,704 $536K 0.22% -44 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,002 shares; 2025Q1: 2,657 shares; 2025Q2: 3,654 shares; 2025Q3: 3,765 shares; 2025Q4: 3,595 shares 3,595 $536K 0.21% -170 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,511 shares; 2025Q4: 19,527 shares 19,527 $530K 0.21% +8,016 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,314 shares 2,314 $527K 0.21% new 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: restricted; 2024Q4: 699 shares; 2025Q1: 739 shares; 2025Q2: 763 shares; 2025Q3: 768 shares; 2025Q4: 804 shares 804 $525K 0.21% +36 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,414 shares; 2025Q1: 3,235 shares; 2025Q2: 3,367 shares; 2025Q3: 4,137 shares; 2025Q4: 3,783 shares 3,783 $522K 0.21% -354 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,420 shares; 2025Q1: 3,415 shares; 2025Q2: 3,410 shares; 2025Q3: 3,440 shares; 2025Q4: 7,750 shares 7,750 $521K 0.21% +4,310 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,794 shares; 2025Q1: 15,906 shares; 2025Q2: 15,435 shares; 2025Q3: 15,183 shares; 2025Q4: 15,025 shares 15,025 $512K 0.21% -158 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: restricted; 2024Q4: 2,189 shares; 2025Q1: 2,498 shares; 2025Q2: 2,859 shares; 2025Q3: 3,316 shares; 2025Q4: 4,014 shares 4,014 $505K 0.2% +698 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: restricted; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,997 shares; 2025Q3: 2,375 shares; 2025Q4: 2,615 shares 2,615 $499K 0.2% +240 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: restricted; 2024Q4: 736 shares; 2025Q1: 749 shares; 2025Q2: 849 shares; 2025Q3: 862 shares; 2025Q4: 855 shares 855 $495K 0.2% -7 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,753 shares; 2025Q1: 4,753 shares; 2025Q2: 4,746 shares; 2025Q3: 4,446 shares; 2025Q4: 4,258 shares 4,258 $484K 0.19% -188 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: restricted; 2024Q4: 6,192 shares; 2025Q1: 5,882 shares; 2025Q2: 5,735 shares; 2025Q3: 5,676 shares; 2025Q4: 11,331 shares 11,331 $484K 0.19% +5,655 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,384 shares; 2025Q1: 1,439 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,421 shares 1,421 $479K 0.19% -20 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: restricted; 2024Q4: 5,485 shares; 2025Q1: 5,626 shares; 2025Q2: 5,532 shares; 2025Q3: 5,561 shares; 2025Q4: 5,607 shares 5,607 $472K 0.19% +46 Timeline RYLD 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: restricted; 2024Q4: 19,955 shares; 2025Q1: 24,228 shares; 2025Q2: 27,351 shares; 2025Q3: 29,204 shares; 2025Q4: 30,688 shares 30,688 $470K 0.19% +1,484 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: restricted; 2024Q4: 837 shares; 2025Q1: 1,061 shares; 2025Q2: 1,068 shares; 2025Q3: 1,039 shares; 2025Q4: 1,005 shares 1,005 $468K 0.19% -34 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,494 shares; 2025Q1: 5,634 shares; 2025Q2: 5,570 shares; 2025Q3: 5,684 shares; 2025Q4: 5,399 shares 5,399 $466K 0.19% -285 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,862 shares; 2025Q1: 11,965 shares; 2025Q2: 12,309 shares; 2025Q3: 12,428 shares; 2025Q4: 11,436 shares 11,436 $461K 0.19% -992 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,645 shares; 2025Q1: 4,737 shares; 2025Q2: 4,782 shares; 2025Q3: 4,730 shares; 2025Q4: 4,521 shares 4,521 $456K 0.18% -209 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: restricted; 2024Q4: 2,830 shares; 2025Q1: 2,829 shares; 2025Q2: 2,878 shares; 2025Q3: 2,883 shares; 2025Q4: 2,863 shares 2,863 $440K 0.18% -20 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,054 shares; 2025Q1: 8,148 shares; 2025Q2: 11,040 shares; 2025Q3: 13,105 shares; 2025Q4: 9,899 shares 9,899 $429K 0.17% -3,206 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,150 shares; 2025Q1: not reported; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 10,150 shares 10,150 $427K 0.17% +2,000 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 5,390 shares; 2025Q2: 5,201 shares; 2025Q3: 5,168 shares; 2025Q4: 5,018 shares 5,018 $423K 0.17% -150 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,735 shares; 2025Q1: 4,317 shares; 2025Q2: 4,019 shares; 2025Q3: 4,020 shares; 2025Q4: 3,593 shares 3,593 $422K 0.17% -427 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: restricted; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: not reported; 2025Q3: 698 shares; 2025Q4: 698 shares 698 $421K 0.17% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,613 shares; 2025Q2: 7,095 shares; 2025Q3: 9,395 shares; 2025Q4: 7,770 shares 7,770 $421K 0.17% -1,625 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: restricted; 2024Q4: 6,530 shares; 2025Q1: 6,342 shares; 2025Q2: 6,297 shares; 2025Q3: 6,307 shares; 2025Q4: 5,983 shares 5,983 $418K 0.17% -324 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,673 shares; 2025Q1: 1,552 shares; 2025Q2: 1,433 shares; 2025Q3: 1,412 shares; 2025Q4: 1,173 shares 1,173 $414K 0.17% -239 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,353 shares; 2025Q1: 2,353 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares 2,354 $408K 0.16% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,475 shares; 2025Q3: 20,588 shares; 2025Q4: 31,355 shares 31,355 $403K 0.16% +10,767 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,412 shares; 2025Q1: 17,132 shares; 2025Q2: 17,411 shares; 2025Q3: 17,749 shares; 2025Q4: 18,028 shares 18,028 $403K 0.16% +279 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,127 shares; 2025Q1: 7,132 shares; 2025Q2: 7,266 shares; 2025Q3: 7,067 shares; 2025Q4: 7,059 shares 7,059 $401K 0.16% -8 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,877 shares; 2025Q1: 3,186 shares; 2025Q2: 3,501 shares; 2025Q3: 3,485 shares; 2025Q4: 3,510 shares 3,510 $396K 0.16% +25 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: restricted; 2024Q4: 2,447 shares; 2025Q1: 2,451 shares; 2025Q2: 2,448 shares; 2025Q3: 2,440 shares; 2025Q4: 2,444 shares 2,444 $396K 0.16% +4 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,440 shares; 2025Q1: 4,439 shares; 2025Q2: 4,450 shares; 2025Q3: 4,460 shares; 2025Q4: 4,050 shares 4,050 $393K 0.16% -410 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,221 shares; 2025Q1: 3,232 shares; 2025Q2: 3,244 shares; 2025Q3: 3,256 shares; 2025Q4: 3,002 shares 3,002 $392K 0.16% -254 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: restricted; 2024Q4: 3,439 shares; 2025Q1: 3,352 shares; 2025Q2: 3,359 shares; 2025Q3: 3,377 shares; 2025Q4: 3,402 shares 3,402 $387K 0.16% +25 Timeline KRE 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: restricted; 2024Q4: 6,110 shares; 2025Q1: 5,870 shares; 2025Q2: 5,885 shares; 2025Q3: 5,928 shares; 2025Q4: 5,941 shares 5,941 $385K 0.15% +13 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,209 shares; 2025Q1: 3,607 shares; 2025Q2: 3,649 shares; 2025Q3: 4,443 shares; 2025Q4: 4,266 shares 4,266 $384K 0.15% -177 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,518 shares; 2025Q4: 19,868 shares 19,868 $383K 0.15% -650 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: restricted; 2024Q4: 2,447 shares; 2025Q1: 2,789 shares; 2025Q2: 3,052 shares; 2025Q3: 3,084 shares; 2025Q4: 3,162 shares 3,162 $380K 0.15% +78 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: restricted; 2024Q4: 3,862 shares; 2025Q1: 4,076 shares; 2025Q2: 3,601 shares; 2025Q3: 3,645 shares; 2025Q4: 3,762 shares 3,762 $376K 0.15% +117 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,105 shares; 2025Q1: 6,223 shares; 2025Q2: 6,401 shares; 2025Q3: 6,393 shares; 2025Q4: 5,809 shares 5,809 $374K 0.15% -584 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,468 shares; 2025Q1: 6,459 shares; 2025Q2: 6,480 shares; 2025Q3: 6,596 shares; 2025Q4: 6,612 shares 6,612 $373K 0.15% +16 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,735 shares; 2025Q1: 2,710 shares; 2025Q2: 2,707 shares; 2025Q3: 2,714 shares; 2025Q4: 2,700 shares 2,700 $360K 0.14% -14 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,985 shares; 2025Q1: 6,378 shares; 2025Q2: 6,423 shares; 2025Q3: 6,408 shares; 2025Q4: 5,722 shares 5,722 $360K 0.14% -686 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 994 shares; 2025Q1: 981 shares; 2025Q2: 988 shares; 2025Q3: 1,072 shares; 2025Q4: 1,075 shares 1,075 $352K 0.14% +3 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,184 shares; 2025Q1: 1,188 shares; 2025Q2: 1,185 shares; 2025Q3: 1,182 shares; 2025Q4: 1,164 shares 1,164 $347K 0.14% -18 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 906 shares; 2025Q1: 927 shares; 2025Q2: 915 shares; 2025Q3: 870 shares; 2025Q4: 720 shares 720 $346K 0.14% -150 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,619 shares; 2025Q1: 4,626 shares; 2025Q2: 4,543 shares; 2025Q3: 4,550 shares; 2025Q4: 4,355 shares 4,355 $344K 0.14% -195 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: restricted; 2024Q4: 3,803 shares; 2025Q1: 3,486 shares; 2025Q2: 3,915 shares; 2025Q3: 4,298 shares; 2025Q4: 4,159 shares 4,159 $341K 0.14% -139 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,660 shares; 2025Q2: 4,258 shares; 2025Q3: 4,900 shares; 2025Q4: 4,001 shares 4,001 $340K 0.14% -899 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 966 shares; 2025Q1: 1,040 shares; 2025Q2: 1,127 shares; 2025Q3: 1,231 shares; 2025Q4: 1,317 shares 1,317 $337K 0.14% +86 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,340 shares; 2025Q1: 6,300 shares; 2025Q2: 6,160 shares; 2025Q3: 6,093 shares; 2025Q4: 6,157 shares 6,157 $337K 0.14% +64 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,130 shares 5,130 $333K 0.13% new 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: restricted; 2024Q4: 5,455 shares; 2025Q1: 5,368 shares; 2025Q2: 5,388 shares; 2025Q3: 5,233 shares; 2025Q4: 5,120 shares 5,120 $333K 0.13% -113 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: restricted; 2024Q4: 641 shares; 2025Q1: 810 shares; 2025Q2: 900 shares; 2025Q3: 1,165 shares; 2025Q4: 933 shares 933 $327K 0.13% -232 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 947 shares 947 $321K 0.13% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,467 shares; 2025Q2: 6,117 shares; 2025Q3: 9,453 shares; 2025Q4: 9,068 shares 9,068 $321K 0.13% -385 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,657 shares; 2025Q1: 16,512 shares; 2025Q2: 18,488 shares; 2025Q3: 22,490 shares; 2025Q4: 23,204 shares 23,204 $318K 0.13% +714 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 1,834 shares 1,834 $316K 0.13% -9 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 864 shares; 2025Q4: 874 shares 874 $315K 0.13% +10 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,967 shares; 2025Q1: 4,190 shares; 2025Q2: 4,278 shares; 2025Q3: 4,382 shares; 2025Q4: 4,596 shares 4,596 $309K 0.12% +214 Timeline VPU 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: restricted; 2024Q4: 1,656 shares; 2025Q1: 1,666 shares; 2025Q2: 1,673 shares; 2025Q3: 1,671 shares; 2025Q4: 1,672 shares 1,672 $309K 0.12% +1 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: restricted; 2024Q4: 920 shares; 2025Q1: 905 shares; 2025Q2: 910 shares; 2025Q3: 911 shares; 2025Q4: 541 shares 541 $309K 0.12% -370 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,301 shares; 2025Q1: 1,796 shares; 2025Q2: 1,801 shares; 2025Q3: 1,809 shares; 2025Q4: 1,829 shares 1,829 $308K 0.12% +20 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,457 shares; 2025Q2: 5,093 shares; 2025Q3: 5,167 shares; 2025Q4: 5,082 shares 5,082 $307K 0.12% -85 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 255 shares; 2025Q2: 292 shares; 2025Q3: 337 shares; 2025Q4: 400 shares 400 $306K 0.12% +63 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 808 shares; 2025Q1: 809 shares; 2025Q2: 811 shares; 2025Q3: 813 shares; 2025Q4: 814 shares 814 $301K 0.12% +1 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: restricted; 2024Q4: 4,132 shares; 2025Q1: 4,132 shares; 2025Q2: 3,983 shares; 2025Q3: 3,821 shares; 2025Q4: 4,071 shares 4,071 $299K 0.12% +250 Timeline IBB 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: restricted; 2024Q4: 1,825 shares; 2025Q1: 1,800 shares; 2025Q2: 1,789 shares; 2025Q3: 1,786 shares; 2025Q4: 1,774 shares 1,774 $299K 0.12% -12 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,728 shares; 2025Q1: 8,168 shares; 2025Q2: 8,571 shares; 2025Q3: 8,563 shares; 2025Q4: 8,609 shares 8,609 $299K 0.12% +46 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: restricted; 2024Q4: 12,018 shares; 2025Q1: 11,945 shares; 2025Q2: 11,900 shares; 2025Q3: 12,607 shares; 2025Q4: 12,007 shares 12,007 $298K 0.12% -600 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: restricted; 2024Q4: 2,989 shares; 2025Q1: 3,129 shares; 2025Q2: 3,094 shares; 2025Q3: 3,087 shares; 2025Q4: 3,076 shares 3,076 $295K 0.12% -11 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,955 shares; 2025Q1: 4,977 shares; 2025Q2: 5,197 shares; 2025Q3: 5,416 shares; 2025Q4: 6,186 shares 6,186 $288K 0.12% +770 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 733 shares; 2025Q2: 736 shares; 2025Q3: 738 shares; 2025Q4: 740 shares 740 $283K 0.11% +2 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: restricted; 2024Q4: 1,495 shares; 2025Q1: 1,270 shares; 2025Q2: 1,273 shares; 2025Q3: 1,003 shares; 2025Q4: 1,138 shares 1,138 $280K 0.11% +135 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,339 shares; 2025Q1: 7,196 shares; 2025Q2: 6,981 shares; 2025Q3: 7,023 shares; 2025Q4: 6,894 shares 6,894 $277K 0.11% -129 Timeline QQQJ 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: restricted; 2024Q4: 9,172 shares; 2025Q1: 8,772 shares; 2025Q2: 8,672 shares; 2025Q3: 8,598 shares; 2025Q4: 7,477 shares 7,477 $276K 0.11% -1,121 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,458 shares; 2025Q4: 3,343 shares 3,343 $272K 0.11% -115 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,240 shares; 2025Q1: 4,386 shares; 2025Q2: 4,505 shares; 2025Q3: 4,653 shares; 2025Q4: 4,705 shares 4,705 $271K 0.11% +52 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,670 shares; 2025Q1: 2,649 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,724 shares 2,724 $271K 0.11% +75 Timeline EWZ 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: restricted; 2024Q4: 9,128 shares; 2025Q1: 9,589 shares; 2025Q2: 7,680 shares; 2025Q3: 8,093 shares; 2025Q4: 8,516 shares 8,516 $271K 0.11% +423 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,468 shares; 2025Q2: not reported; 2025Q3: 7,678 shares; 2025Q4: 8,136 shares 8,136 $269K 0.11% +458 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: restricted; 2024Q4: 3,888 shares; 2025Q1: 3,638 shares; 2025Q2: 2,404 shares; 2025Q3: 2,465 shares; 2025Q4: 1,217 shares 1,217 $267K 0.11% -1,248 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 676 shares; 2025Q3: 682 shares; 2025Q4: 675 shares 675 $266K 0.11% -7 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: restricted; 2024Q4: 5,517 shares; 2025Q1: 5,618 shares; 2025Q2: 5,623 shares; 2025Q3: 5,645 shares; 2025Q4: 5,347 shares 5,347 $265K 0.11% -298 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: restricted; 2024Q4: 4,839 shares; 2025Q1: 4,839 shares; 2025Q2: 4,747 shares; 2025Q3: 4,633 shares; 2025Q4: 4,865 shares 4,865 $262K 0.1% +232 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,982 shares; 2025Q1: 24,338 shares; 2025Q2: 24,022 shares; 2025Q3: 24,407 shares; 2025Q4: 23,776 shares 23,776 $259K 0.1% -631 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: restricted; 2024Q4: 804 shares; 2025Q1: 805 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 730 shares 730 $257K 0.1% -50 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,189 shares; 2025Q4: 3,933 shares 3,933 $255K 0.1% -256 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,184 shares; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,264 shares; 2025Q4: 2,264 shares 2,264 $253K 0.1% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,230 shares; 2025Q3: 6,254 shares; 2025Q4: 6,334 shares 6,334 $250K 0.1% +80 Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,225 shares; 2025Q1: 7,119 shares; 2025Q2: 7,119 shares; 2025Q3: 6,320 shares; 2025Q4: 6,232 shares 6,232 $249K 0.1% -88 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,249 shares; 2025Q1: 9,381 shares; 2025Q2: 8,137 shares; 2025Q3: 8,243 shares; 2025Q4: 7,729 shares 7,729 $246K 0.1% -514 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,391 shares; 2025Q2: 1,401 shares; 2025Q3: 1,406 shares; 2025Q4: 1,411 shares 1,411 $245K 0.1% +5 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,333 shares 6,333 $243K 0.1% new 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: restricted; 2024Q4: 808 shares; 2025Q1: 864 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares 833 $241K 0.1% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,499 shares; 2025Q1: 5,985 shares; 2025Q2: 5,610 shares; 2025Q3: 5,610 shares; 2025Q4: 5,510 shares 5,510 $240K 0.1% -100 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares 2,927 $239K 0.1% new 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: restricted; 2024Q4: 2,570 shares; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,115 shares; 2025Q4: 1,815 shares 1,815 $239K 0.1% -300 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: restricted; 2024Q4: 3,215 shares; 2025Q1: 3,192 shares; 2025Q2: 3,055 shares; 2025Q3: 3,062 shares; 2025Q4: 3,070 shares 3,070 $238K 0.1% +8 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,635 shares 4,635 $237K 0.1% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,744 shares; 2025Q1: 3,053 shares; 2025Q2: 2,189 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares 1,957 $236K 0.09% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,275 shares; 2025Q1: 2,325 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,200 shares 2,200 $233K 0.09% -50 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,475 shares; 2025Q1: 1,458 shares; 2025Q2: 1,447 shares; 2025Q3: 1,377 shares; 2025Q4: 1,277 shares 1,277 $232K 0.09% -100 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,674 shares; 2025Q4: 8,189 shares 8,189 $231K 0.09% -485 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: restricted; 2024Q4: 2,206 shares; 2025Q1: 2,354 shares; 2025Q2: 2,455 shares; 2025Q3: 2,513 shares; 2025Q4: 2,439 shares 2,439 $228K 0.09% -74 Timeline EWW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,253 shares; 2025Q4: 3,269 shares 3,269 $227K 0.09% +16 Timeline MDYG 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: restricted; 2024Q4: 2,899 shares; 2025Q1: 2,799 shares; 2025Q2: 2,769 shares; 2025Q3: 2,699 shares; 2025Q4: 2,444 shares 2,444 $226K 0.09% -255 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: restricted; 2024Q4: 4,291 shares; 2025Q1: 4,131 shares; 2025Q2: 4,182 shares; 2025Q3: 4,026 shares; 2025Q4: 3,834 shares 3,834 $224K 0.09% -192 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,051 shares; 2025Q2: 4,064 shares; 2025Q3: 4,057 shares; 2025Q4: 4,070 shares 4,070 $223K 0.09% +13 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,184 shares; 2025Q1: 12,110 shares; 2025Q2: 12,285 shares; 2025Q3: 12,621 shares; 2025Q4: 12,804 shares 12,804 $223K 0.09% +183 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,698 shares; 2025Q1: 1,650 shares; 2025Q2: 1,662 shares; 2025Q3: 1,588 shares; 2025Q4: 1,603 shares 1,603 $223K 0.09% +15 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares 1,010 $222K 0.09% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 723 shares 723 $220K 0.09% -8 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: 3,023 shares; 2025Q2: 2,729 shares; 2025Q3: 2,691 shares; 2025Q4: 2,205 shares 2,205 $219K 0.09% -486 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,837 shares; 2025Q3: 5,837 shares; 2025Q4: 5,814 shares 5,814 $212K 0.09% -23 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,347 shares; 2025Q4: 1,350 shares 1,350 $209K 0.08% +3 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 855 shares; 2025Q4: 847 shares 847 $204K 0.08% -8 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,165 shares; 2025Q1: 13,134 shares; 2025Q2: 12,418 shares; 2025Q3: 11,436 shares; 2025Q4: 11,195 shares 11,195 $184K 0.07% -241 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,552 shares; 2025Q1: 26,985 shares; 2025Q2: 25,672 shares; 2025Q3: 25,206 shares; 2025Q4: 25,206 shares 25,206 $134K 0.05% 0 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,241 shares; 2025Q1: 16,841 shares; 2025Q2: not reported; 2025Q3: 33,190 shares; 2025Q4: 12,540 shares 12,540 $131K 0.05% -20,650 Timeline BMNG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,910 shares 32,910 $105K 0.04% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,272 shares; 2025Q1: 14,972 shares; 2025Q2: 14,451 shares; 2025Q3: 14,851 shares; 2025Q4: 12,651 shares 12,651 $81.8K 0.03% -2,200 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,151 shares 10,151 $56.2K 0.02% new Timeline