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: 150,851 shares; 2024Q4: 161,037 shares; 2025Q1: 166,308 shares; 2025Q2: 171,843 shares; 2025Q3: 180,562 shares; 2025Q4: 187,658 shares 187,658 $118M 9.42% +7,096 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: 207,605 shares; 2024Q4: 218,065 shares; 2025Q1: 226,662 shares; 2025Q2: 226,185 shares; 2025Q3: 234,889 shares; 2025Q4: 238,376 shares 238,376 $116M 9.3% +3,487 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: 434,993 shares; 2024Q4: 463,379 shares; 2025Q1: 475,614 shares; 2025Q2: 503,771 shares; 2025Q3: 534,142 shares; 2025Q4: 556,263 shares 556,263 $106M 8.5% +22,121 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,727 shares; 2024Q4: 1,215,359 shares; 2025Q1: 1,315,097 shares; 2025Q2: 1,381,169 shares; 2025Q3: 1,450,910 shares; 2025Q4: 1,134,512 shares 1,134,512 $74.9M 5.99% -316,398 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: 487,574 shares; 2024Q4: 534,340 shares; 2025Q1: 546,585 shares; 2025Q2: 576,384 shares; 2025Q3: 604,482 shares; 2025Q4: 650,800 shares 650,800 $58.2M 4.66% +46,318 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: 109,004 shares; 2024Q4: 107,204 shares; 2025Q1: 104,060 shares; 2025Q2: 103,644 shares; 2025Q3: 102,296 shares; 2025Q4: 100,602 shares 100,602 $47.6M 3.81% -1,694 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,861 shares; 2024Q4: 255,738 shares; 2025Q1: 251,882 shares; 2025Q2: 253,243 shares; 2025Q3: 253,320 shares; 2025Q4: 252,669 shares 252,669 $47.1M 3.77% -651 Timeline PRMR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: not reported; 2025Q4: 1,802,886 shares 1,802,886 $44.9M 3.59% new 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: 118,476 shares; 2024Q4: 119,262 shares; 2025Q1: 120,389 shares; 2025Q2: 127,314 shares; 2025Q3: 126,817 shares; 2025Q4: 132,523 shares 132,523 $36M 2.88% +5,706 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: 213,433 shares; 2024Q4: 233,877 shares; 2025Q1: 239,359 shares; 2025Q2: 255,040 shares; 2025Q3: 271,309 shares; 2025Q4: 288,038 shares 288,038 $30.7M 2.46% +16,729 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: 135,478 shares; 2024Q4: 137,418 shares; 2025Q1: 136,351 shares; 2025Q2: 137,894 shares; 2025Q3: 139,348 shares; 2025Q4: 138,448 shares 138,448 $29.1M 2.33% -900 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: 47,919 shares; 2024Q4: 49,658 shares; 2025Q1: 48,853 shares; 2025Q2: 50,830 shares; 2025Q3: 50,208 shares; 2025Q4: 51,261 shares 51,261 $24.8M 1.98% +1,053 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,121 shares; 2024Q4: 712,254 shares; 2025Q1: 813,010 shares; 2025Q2: 862,168 shares; 2025Q3: 943,851 shares; 2025Q4: 1,023,222 shares 1,023,222 $20.5M 1.64% +79,371 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,818 shares; 2024Q4: 142,346 shares; 2025Q1: 148,784 shares; 2025Q2: 159,615 shares; 2025Q3: 174,758 shares; 2025Q4: 188,863 shares 188,863 $17.9M 1.43% +14,105 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: 68,733 shares; 2024Q4: 70,423 shares; 2025Q1: 70,891 shares; 2025Q2: 72,315 shares; 2025Q3: 72,370 shares; 2025Q4: 73,906 shares 73,906 $17.1M 1.36% +1,536 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,213 shares; 2024Q4: 284,204 shares; 2025Q1: 328,008 shares; 2025Q2: 349,793 shares; 2025Q3: 382,265 shares; 2025Q4: 315,693 shares 315,693 $16.1M 1.29% -66,572 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,794 shares; 2024Q4: 243,192 shares; 2025Q1: 337,364 shares; 2025Q2: 445,132 shares; 2025Q3: 547,150 shares; 2025Q4: 656,804 shares 656,804 $16M 1.28% +109,654 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: 69,694 shares; 2024Q4: 70,370 shares; 2025Q1: 55,013 shares; 2025Q2: 56,001 shares; 2025Q3: 50,090 shares; 2025Q4: 46,106 shares 46,106 $16M 1.28% -3,984 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: 150,312 shares; 2024Q4: 142,485 shares; 2025Q1: 162,281 shares; 2025Q2: 171,467 shares; 2025Q3: 182,040 shares; 2025Q4: 144,051 shares 144,051 $15.4M 1.23% -37,989 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: 31,675 shares; 2024Q4: 33,057 shares; 2025Q1: 33,660 shares; 2025Q2: 35,237 shares; 2025Q3: 36,323 shares; 2025Q4: 37,527 shares 37,527 $12.1M 0.97% +1,204 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: 16,944 shares; 2024Q4: 16,674 shares; 2025Q1: 15,307 shares; 2025Q2: 16,129 shares; 2025Q3: 16,123 shares; 2025Q4: 17,568 shares 17,568 $12M 0.96% +1,445 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: 22,232 shares; 2024Q4: 21,597 shares; 2025Q1: 22,709 shares; 2025Q2: 23,182 shares; 2025Q3: 29,577 shares; 2025Q4: 30,708 shares 30,708 $9.64M 0.77% +1,131 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337,891 shares 337,891 $9.25M 0.74% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 11,830 shares; 2025Q1: 11,735 shares; 2025Q2: 12,032 shares; 2025Q3: 12,827 shares; 2025Q4: 13,484 shares 13,484 $8.9M 0.71% +657 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: 14,026 shares; 2024Q4: 14,250 shares; 2025Q1: 14,363 shares; 2025Q2: 14,686 shares; 2025Q3: 14,905 shares; 2025Q4: 14,395 shares 14,395 $8.68M 0.69% -510 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: 11,315 shares; 2024Q4: 11,446 shares; 2025Q1: 10,854 shares; 2025Q2: 11,217 shares; 2025Q3: 12,221 shares; 2025Q4: 12,587 shares 12,587 $7.73M 0.62% +366 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: 39,124 shares; 2024Q4: 39,260 shares; 2025Q1: 36,604 shares; 2025Q2: 36,872 shares; 2025Q3: 37,024 shares; 2025Q4: 29,467 shares 29,467 $7.25M 0.58% -7,557 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: 8,937 shares; 2024Q4: 15,376 shares; 2025Q1: 12,379 shares; 2025Q2: 12,599 shares; 2025Q3: 13,381 shares; 2025Q4: 15,003 shares 15,003 $6.75M 0.54% +1,622 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: 8,126 shares; 2024Q4: 7,767 shares; 2025Q1: 7,827 shares; 2025Q2: 11,526 shares; 2025Q3: 12,844 shares; 2025Q4: 13,223 shares 13,223 $6.65M 0.53% +379 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: 189,906 shares; 2024Q4: 202,152 shares; 2025Q1: 225,726 shares; 2025Q2: 240,711 shares; 2025Q3: 253,923 shares; 2025Q4: 52,471 shares 52,471 $6.31M 0.5% -201,452 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: 15,208 shares; 2024Q4: 15,885 shares; 2025Q1: 17,234 shares; 2025Q2: 17,524 shares; 2025Q3: 17,396 shares; 2025Q4: 17,403 shares 17,403 $6.1M 0.49% +7 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: 22,184 shares; 2024Q4: 16,955 shares; 2025Q1: 17,023 shares; 2025Q2: 17,932 shares; 2025Q3: 17,650 shares; 2025Q4: 19,359 shares 19,359 $6.06M 0.48% +1,709 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: 4,579 shares; 2024Q4: 4,686 shares; 2025Q1: 4,917 shares; 2025Q2: 5,194 shares; 2025Q3: 5,302 shares; 2025Q4: 5,604 shares 5,604 $6.02M 0.48% +302 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: 61,888 shares; 2024Q4: 63,312 shares; 2025Q1: 60,942 shares; 2025Q2: 61,008 shares; 2025Q3: 61,283 shares; 2025Q4: 61,557 shares 61,557 $5.91M 0.47% +274 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: 20,006 shares; 2024Q4: 20,035 shares; 2025Q1: 20,321 shares; 2025Q2: 20,323 shares; 2025Q3: 20,419 shares; 2025Q4: 40,448 shares 40,448 $5.82M 0.47% +20,029 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,803 shares; 2024Q4: 19,122 shares; 2025Q1: 17,075 shares; 2025Q2: 14,924 shares; 2025Q3: 24,275 shares; 2025Q4: 24,947 shares 24,947 $5.34M 0.43% +672 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,542 shares; 2024Q4: 111,964 shares; 2025Q1: 121,108 shares; 2025Q2: 143,234 shares; 2025Q3: 177,888 shares; 2025Q4: 207,788 shares 207,788 $5.28M 0.42% +29,900 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,863 shares; 2025Q1: 5,162 shares; 2025Q2: 5,167 shares; 2025Q3: 5,323 shares; 2025Q4: 54,701 shares 54,701 $5.13M 0.41% +49,378 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: 4,708 shares; 2024Q4: 4,786 shares; 2025Q1: 4,794 shares; 2025Q2: 4,869 shares; 2025Q3: 5,159 shares; 2025Q4: 5,837 shares 5,837 $5.03M 0.4% +678 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: 31,082 shares; 2024Q4: 32,042 shares; 2025Q1: 36,946 shares; 2025Q2: 37,479 shares; 2025Q3: 37,190 shares; 2025Q4: 39,785 shares 39,785 $4.79M 0.38% +2,595 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: 11,183 shares; 2024Q4: 11,429 shares; 2025Q1: 12,092 shares; 2025Q2: 12,739 shares; 2025Q3: 12,888 shares; 2025Q4: 13,379 shares 13,379 $4.6M 0.37% +491 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5,699 shares; 2025Q1: 5,829 shares; 2025Q2: 6,216 shares; 2025Q3: 7,377 shares; 2025Q4: 8,109 shares 8,109 $4.59M 0.37% +732 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: 27,618 shares; 2024Q4: 29,833 shares; 2025Q1: 30,994 shares; 2025Q2: 30,825 shares; 2025Q3: 38,003 shares; 2025Q4: 40,951 shares 40,951 $4.56M 0.37% +2,948 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: 9,382 shares; 2024Q4: 150,851 shares; 2025Q1: 154,826 shares; 2025Q2: 167,965 shares; 2025Q3: 164,656 shares; 2025Q4: 165,014 shares 165,014 $4.44M 0.36% +358 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: 7,467 shares; 2024Q4: 7,775 shares; 2025Q1: 8,611 shares; 2025Q2: 8,901 shares; 2025Q3: 8,985 shares; 2025Q4: 9,413 shares 9,413 $4.41M 0.35% +428 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: 10,128 shares; 2024Q4: 10,461 shares; 2025Q1: 10,953 shares; 2025Q2: 10,939 shares; 2025Q3: 10,906 shares; 2025Q4: 11,693 shares 11,693 $4.13M 0.33% +787 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,462 shares; 2025Q1: 30,642 shares; 2025Q2: 31,423 shares; 2025Q3: 29,569 shares; 2025Q4: 30,531 shares 30,531 $4M 0.32% +962 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: 3,613 shares; 2024Q4: 3,899 shares; 2025Q1: 4,033 shares; 2025Q2: 4,014 shares; 2025Q3: 3,830 shares; 2025Q4: 4,480 shares 4,480 $3.94M 0.32% +650 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: 17,704 shares; 2024Q4: 18,095 shares; 2025Q1: 20,064 shares; 2025Q2: 21,598 shares; 2025Q3: 22,662 shares; 2025Q4: 24,508 shares 24,508 $3.74M 0.3% +1,846 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: 7,139 shares; 2024Q4: 7,666 shares; 2025Q1: 8,015 shares; 2025Q2: 8,394 shares; 2025Q3: 8,908 shares; 2025Q4: 9,614 shares 9,614 $3.56M 0.28% +706 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: 63,987 shares; 2024Q4: 69,163 shares; 2025Q1: 72,304 shares; 2025Q2: 75,410 shares; 2025Q3: 79,021 shares; 2025Q4: 86,403 shares 86,403 $3.52M 0.28% +7,382 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: 2,426 shares; 2024Q4: 8,089 shares; 2025Q1: 8,352 shares; 2025Q2: 10,046 shares; 2025Q3: 10,856 shares; 2025Q4: 11,641 shares 11,641 $3.45M 0.28% +785 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: 9,900 shares; 2024Q4: 18,271 shares; 2025Q1: 20,023 shares; 2025Q2: 23,225 shares; 2025Q3: 22,461 shares; 2025Q4: 22,120 shares 22,120 $3.41M 0.27% -341 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: 7,034 shares; 2024Q4: 7,201 shares; 2025Q1: 6,446 shares; 2025Q2: 15,436 shares; 2025Q3: 17,090 shares; 2025Q4: 18,443 shares 18,443 $3.28M 0.26% +1,353 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: 17,672 shares; 2024Q4: 39,833 shares; 2025Q1: 39,609 shares; 2025Q2: 39,667 shares; 2025Q3: 39,833 shares; 2025Q4: 39,913 shares 39,913 $3.2M 0.26% +80 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: not reported; 2024Q4: 9,113 shares; 2025Q1: 9,084 shares; 2025Q2: 9,098 shares; 2025Q3: 9,127 shares; 2025Q4: 9,150 shares 9,150 $3.14M 0.25% +23 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: 25,706 shares; 2024Q4: 27,367 shares; 2025Q1: 30,805 shares; 2025Q2: 32,919 shares; 2025Q3: 35,354 shares; 2025Q4: 34,212 shares 34,212 $3M 0.24% -1,142 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: 4,075 shares; 2024Q4: 12,347 shares; 2025Q1: 15,692 shares; 2025Q2: 16,822 shares; 2025Q3: 17,762 shares; 2025Q4: 19,303 shares 19,303 $2.97M 0.24% +1,541 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: 11,750 shares; 2024Q4: 12,982 shares; 2025Q1: 13,536 shares; 2025Q2: 14,423 shares; 2025Q3: 15,329 shares; 2025Q4: 17,432 shares 17,432 $2.79M 0.22% +2,103 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: 7,770 shares; 2024Q4: 8,210 shares; 2025Q1: 8,833 shares; 2025Q2: 9,510 shares; 2025Q3: 8,089 shares; 2025Q4: 10,520 shares 10,520 $2.79M 0.22% +2,431 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: 2,112 shares; 2024Q4: 4,168 shares; 2025Q1: 4,246 shares; 2025Q2: 4,175 shares; 2025Q3: 12,334 shares; 2025Q4: 14,829 shares 14,829 $2.73M 0.22% +2,495 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,141 shares; 2025Q2: 2,734 shares; 2025Q3: 2,989 shares; 2025Q4: 3,459 shares 3,459 $2.67M 0.21% +470 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: 1,480 shares; 2024Q4: 7,155 shares; 2025Q1: 9,277 shares; 2025Q2: 10,307 shares; 2025Q3: 10,898 shares; 2025Q4: 13,593 shares 13,593 $2.65M 0.21% +2,695 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,807 shares; 2025Q1: 4,204 shares; 2025Q2: 4,729 shares; 2025Q3: 4,884 shares; 2025Q4: 6,169 shares 6,169 $2.63M 0.21% +1,285 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 4,239 shares; 2025Q1: 4,835 shares; 2025Q2: 5,100 shares; 2025Q3: 5,323 shares; 2025Q4: 5,789 shares 5,789 $2.62M 0.21% +466 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: 5,076 shares; 2024Q4: 5,611 shares; 2025Q1: 6,583 shares; 2025Q2: 7,104 shares; 2025Q3: 7,618 shares; 2025Q4: 8,586 shares 8,586 $2.62M 0.21% +968 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,427 shares; 2025Q1: 2,869 shares; 2025Q2: 3,574 shares; 2025Q3: 3,954 shares; 2025Q4: 4,527 shares 4,527 $2.62M 0.21% +573 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: 1,493 shares; 2024Q4: 1,244 shares; 2025Q1: 1,245 shares; 2025Q2: 1,592 shares; 2025Q3: 1,521 shares; 2025Q4: 8,383 shares 8,383 $2.58M 0.21% +6,862 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: 14,372 shares; 2024Q4: 15,594 shares; 2025Q1: 16,288 shares; 2025Q2: 17,534 shares; 2025Q3: 18,833 shares; 2025Q4: 21,867 shares 21,867 $2.56M 0.21% +3,034 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: 4,486 shares; 2024Q4: 4,526 shares; 2025Q1: 4,475 shares; 2025Q2: 4,656 shares; 2025Q3: 4,833 shares; 2025Q4: 4,446 shares 4,446 $2.54M 0.2% -387 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 8,809 shares; 2025Q1: 9,609 shares; 2025Q2: 10,152 shares; 2025Q3: 9,712 shares; 2025Q4: 11,535 shares 11,535 $2.53M 0.2% +1,823 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: 12,175 shares; 2024Q4: 13,084 shares; 2025Q1: 14,430 shares; 2025Q2: 16,325 shares; 2025Q3: 16,255 shares; 2025Q4: 17,676 shares 17,676 $2.53M 0.2% +1,421 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: 13,613 shares; 2024Q4: 15,482 shares; 2025Q1: 22,167 shares; 2025Q2: 24,250 shares; 2025Q3: 25,817 shares; 2025Q4: 30,988 shares 30,988 $2.53M 0.2% +5,171 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,791 shares; 2024Q4: 44,453 shares; 2025Q1: 51,265 shares; 2025Q2: 62,194 shares; 2025Q3: 76,956 shares; 2025Q4: 94,802 shares 94,802 $2.53M 0.2% +17,846 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: 2,334 shares; 2024Q4: 2,511 shares; 2025Q1: 2,941 shares; 2025Q2: 3,076 shares; 2025Q3: 3,291 shares; 2025Q4: 3,765 shares 3,765 $2.49M 0.2% +474 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,109 shares; 2024Q4: 29,987 shares; 2025Q1: 29,499 shares; 2025Q2: 29,501 shares; 2025Q3: 28,442 shares; 2025Q4: 28,806 shares 28,806 $2.39M 0.19% +364 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: 7,990 shares; 2024Q4: 8,998 shares; 2025Q1: 10,256 shares; 2025Q2: 10,721 shares; 2025Q3: 12,234 shares; 2025Q4: 13,164 shares 13,164 $2.31M 0.18% +930 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: 8,514 shares; 2024Q4: 9,173 shares; 2025Q1: 10,465 shares; 2025Q2: 11,391 shares; 2025Q3: 11,628 shares; 2025Q4: 13,343 shares 13,343 $2.28M 0.18% +1,715 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,110 shares; 2025Q2: 2,200 shares; 2025Q3: 2,094 shares; 2025Q4: 2,019 shares 2,019 $2.16M 0.17% -75 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: 5,277 shares; 2024Q4: 5,187 shares; 2025Q1: 4,967 shares; 2025Q2: 4,828 shares; 2025Q3: 4,608 shares; 2025Q4: 4,282 shares 4,282 $2.06M 0.16% -326 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: 25,368 shares; 2024Q4: 25,147 shares; 2025Q1: 25,145 shares; 2025Q2: 25,046 shares; 2025Q3: 25,163 shares; 2025Q4: 25,199 shares 25,199 $2.05M 0.16% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,201 shares 8,201 $1.87M 0.15% new 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: 2,084 shares; 2025Q1: 2,087 shares; 2025Q2: 2,090 shares; 2025Q3: 2,150 shares; 2025Q4: 1,734 shares 1,734 $1.86M 0.15% -416 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: 10,387 shares; 2024Q4: 10,373 shares; 2025Q1: 12,490 shares; 2025Q2: 12,970 shares; 2025Q3: 13,286 shares; 2025Q4: 13,822 shares 13,822 $1.7M 0.14% +536 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: 8,675 shares; 2024Q4: 8,637 shares; 2025Q1: 9,499 shares; 2025Q2: 9,433 shares; 2025Q3: 9,060 shares; 2025Q4: 9,113 shares 9,113 $1.69M 0.14% +53 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,925 shares; 2024Q4: 12,853 shares; 2025Q1: 12,984 shares; 2025Q2: 22,338 shares; 2025Q3: 19,131 shares; 2025Q4: 18,642 shares 18,642 $1.67M 0.13% -489 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: 10,284 shares; 2024Q4: 9,909 shares; 2025Q1: 8,304 shares; 2025Q2: 7,906 shares; 2025Q3: 7,621 shares; 2025Q4: 7,274 shares 7,274 $1.66M 0.13% -347 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: 6,852 shares; 2024Q4: 6,548 shares; 2025Q1: 5,754 shares; 2025Q2: 5,304 shares; 2025Q3: 5,240 shares; 2025Q4: 5,456 shares 5,456 $1.66M 0.13% +216 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: 1,592 shares; 2025Q2: 1,798 shares; 2025Q3: 1,961 shares; 2025Q4: 10,226 shares 10,226 $1.57M 0.13% +8,265 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,391 shares; 2025Q4: 32,949 shares 32,949 $1.56M 0.12% +10,558 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: 6,492 shares; 2024Q4: 6,492 shares; 2025Q1: 6,504 shares; 2025Q2: 6,532 shares; 2025Q3: 6,683 shares; 2025Q4: 5,598 shares 5,598 $1.53M 0.12% -1,085 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,391 shares; 2024Q4: 10,391 shares; 2025Q1: 10,395 shares; 2025Q2: 10,391 shares; 2025Q3: 10,417 shares; 2025Q4: 10,417 shares 10,417 $1.48M 0.12% 0 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: 7,871 shares; 2024Q4: 7,731 shares; 2025Q1: 7,371 shares; 2025Q2: 7,452 shares; 2025Q3: 7,550 shares; 2025Q4: 7,561 shares 7,561 $1.48M 0.12% +11 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: 6,073 shares; 2024Q4: 6,076 shares; 2025Q1: 6,080 shares; 2025Q2: 6,190 shares; 2025Q3: 6,270 shares; 2025Q4: 6,839 shares 6,839 $1.43M 0.11% +569 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: 11,830 shares; 2024Q4: 11,154 shares; 2025Q1: 9,888 shares; 2025Q2: 10,068 shares; 2025Q3: 9,801 shares; 2025Q4: 9,220 shares 9,220 $1.43M 0.11% -581 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: 11,592 shares; 2024Q4: 11,432 shares; 2025Q1: 11,205 shares; 2025Q2: 11,690 shares; 2025Q3: 12,107 shares; 2025Q4: 12,059 shares 12,059 $1.41M 0.11% -48 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: 36,849 shares; 2024Q4: 19,320 shares; 2025Q1: 20,533 shares; 2025Q2: 20,799 shares; 2025Q3: 19,517 shares; 2025Q4: 19,884 shares 19,884 $1.39M 0.11% +367 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 13,042 shares; 2025Q1: 12,960 shares; 2025Q2: 13,793 shares; 2025Q3: 14,406 shares; 2025Q4: 14,193 shares 14,193 $1.37M 0.11% -213 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,541 shares; 2024Q4: 10,846 shares; 2025Q1: 10,410 shares; 2025Q2: 10,675 shares; 2025Q3: 8,817 shares; 2025Q4: 8,363 shares 8,363 $1.35M 0.11% -454 Timeline CBNA CHAIN BRIDGE BANCORP INC More: the full row for CHAIN BRIDGE BANCORP 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: 38,710 shares 38,710 $1.34M 0.11% new 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: 2,810 shares; 2024Q4: 2,825 shares; 2025Q1: 2,744 shares; 2025Q2: 2,875 shares; 2025Q3: 3,334 shares; 2025Q4: 4,630 shares 4,630 $1.32M 0.11% +1,296 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: 5,124 shares; 2024Q4: 4,967 shares; 2025Q1: 4,851 shares; 2025Q2: 5,184 shares; 2025Q3: 5,221 shares; 2025Q4: 6,329 shares 6,329 $1.31M 0.1% +1,108 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,624 shares; 2024Q4: 16,980 shares; 2025Q1: 17,001 shares; 2025Q2: 17,022 shares; 2025Q3: 17,186 shares; 2025Q4: 16,192 shares 16,192 $1.3M 0.1% -994 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: 26,185 shares; 2024Q4: 26,636 shares; 2025Q1: 12,402 shares; 2025Q2: 11,382 shares; 2025Q3: 10,743 shares; 2025Q4: 12,010 shares 12,010 $1.26M 0.1% +1,267 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: 41,413 shares; 2024Q4: 40,922 shares; 2025Q1: 48,053 shares; 2025Q2: 46,349 shares; 2025Q3: 48,241 shares; 2025Q4: 42,156 shares 42,156 $1.26M 0.1% -6,085 Timeline SPTI 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: 9,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,531 shares; 2025Q4: 43,434 shares 43,434 $1.25M 0.1% +15,903 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,015 shares; 2025Q1: 4,006 shares; 2025Q2: 4,595 shares; 2025Q3: 4,736 shares; 2025Q4: 5,020 shares 5,020 $1.22M 0.1% +284 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: 4,110 shares; 2024Q4: 4,134 shares; 2025Q1: 3,843 shares; 2025Q2: 6,128 shares; 2025Q3: 6,374 shares; 2025Q4: 6,502 shares 6,502 $1.15M 0.09% +128 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,483 shares; 2025Q1: 4,532 shares; 2025Q2: 4,737 shares; 2025Q3: 3,673 shares; 2025Q4: 3,689 shares 3,689 $1.15M 0.09% +16 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 17,199 shares; 2025Q4: 24,615 shares 24,615 $1.12M 0.09% +7,416 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 31,773 shares; 2025Q1: 32,812 shares; 2025Q2: 38,249 shares; 2025Q3: 36,922 shares; 2025Q4: 37,048 shares 37,048 $1.11M 0.09% +126 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: 14,849 shares; 2024Q4: 13,822 shares; 2025Q1: 13,086 shares; 2025Q2: 12,796 shares; 2025Q3: 13,013 shares; 2025Q4: 13,755 shares 13,755 $1.09M 0.09% +742 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 13,944 shares; 2025Q1: 13,919 shares; 2025Q2: 13,888 shares; 2025Q3: 16,036 shares; 2025Q4: 16,036 shares 16,036 $1.08M 0.09% 0 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: 1,415 shares; 2024Q4: 1,475 shares; 2025Q1: 1,529 shares; 2025Q2: 1,292 shares; 2025Q3: 1,373 shares; 2025Q4: 1,849 shares 1,849 $1.06M 0.08% +476 Timeline SHYD 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: 42,818 shares; 2024Q4: 45,717 shares; 2025Q1: 38,521 shares; 2025Q2: 38,594 shares; 2025Q3: 40,550 shares; 2025Q4: 44,124 shares 44,124 $1.01M 0.08% +3,574 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: 18,841 shares; 2024Q4: 19,165 shares; 2025Q1: 18,892 shares; 2025Q2: 19,205 shares; 2025Q3: 19,476 shares; 2025Q4: 20,300 shares 20,300 $999K 0.08% +824 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: 25,974 shares; 2024Q4: 26,123 shares; 2025Q1: 26,263 shares; 2025Q2: 27,060 shares; 2025Q3: 27,407 shares; 2025Q4: 27,301 shares 27,301 $990K 0.08% -106 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,544 shares; 2025Q1: 4,169 shares; 2025Q2: 3,960 shares; 2025Q3: 4,343 shares; 2025Q4: 5,103 shares 5,103 $988K 0.08% +760 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: 1,296 shares; 2024Q4: 1,646 shares; 2025Q1: 1,007 shares; 2025Q2: 2,747 shares; 2025Q3: 2,548 shares; 2025Q4: 2,606 shares 2,606 $973K 0.08% +58 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: 55,430 shares; 2024Q4: 24,679 shares; 2025Q1: 22,432 shares; 2025Q2: 21,166 shares; 2025Q3: 16,733 shares; 2025Q4: 17,543 shares 17,543 $965K 0.08% +810 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: 7,141 shares; 2024Q4: 7,356 shares; 2025Q1: 6,105 shares; 2025Q2: 8,028 shares; 2025Q3: 8,344 shares; 2025Q4: 8,473 shares 8,473 $964K 0.08% +129 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: 23,088 shares; 2024Q4: 22,861 shares; 2025Q1: 25,737 shares; 2025Q2: 25,524 shares; 2025Q3: 25,548 shares; 2025Q4: 17,575 shares 17,575 $963K 0.08% -7,973 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,889 shares; 2024Q4: 8,591 shares; 2025Q1: 8,713 shares; 2025Q2: 8,611 shares; 2025Q3: 8,701 shares; 2025Q4: 8,711 shares 8,711 $954K 0.08% +10 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 6,862 shares; 2025Q1: 6,720 shares; 2025Q2: 6,767 shares; 2025Q3: 6,809 shares; 2025Q4: 6,809 shares 6,809 $947K 0.08% 0 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: 14,504 shares; 2024Q4: 28,896 shares; 2025Q1: 28,232 shares; 2025Q2: 41,116 shares; 2025Q3: 38,529 shares; 2025Q4: 37,813 shares 37,813 $909K 0.07% -716 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,167 shares; 2025Q1: 1,183 shares; 2025Q2: 1,167 shares; 2025Q3: 1,004 shares; 2025Q4: 958 shares 958 $868K 0.07% -46 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: 3,638 shares; 2025Q1: 2,934 shares; 2025Q2: 2,914 shares; 2025Q3: 2,953 shares; 2025Q4: 2,883 shares 2,883 $828K 0.07% -70 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: 2,667 shares; 2024Q4: 2,388 shares; 2025Q1: 2,076 shares; 2025Q2: 11,270 shares; 2025Q3: 8,829 shares; 2025Q4: 8,824 shares 8,824 $826K 0.07% -5 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,876 shares; 2025Q1: 3,892 shares; 2025Q2: 3,882 shares; 2025Q3: 3,954 shares; 2025Q4: 3,976 shares 3,976 $812K 0.06% +22 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: 6,014 shares; 2024Q4: 5,525 shares; 2025Q1: 5,832 shares; 2025Q2: 4,944 shares; 2025Q3: 4,885 shares; 2025Q4: 4,605 shares 4,605 $799K 0.06% -280 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,473 shares; 2025Q3: 15,950 shares; 2025Q4: 15,550 shares 15,550 $795K 0.06% -400 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 3,988 shares; 2025Q1: 3,275 shares; 2025Q2: 3,272 shares; 2025Q3: 3,383 shares; 2025Q4: 3,382 shares 3,382 $782K 0.06% -1 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,308 shares; 2024Q4: 14,140 shares; 2025Q1: 14,261 shares; 2025Q2: 13,148 shares; 2025Q3: 13,175 shares; 2025Q4: 12,921 shares 12,921 $780K 0.06% -254 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,253 shares; 2024Q4: 49,593 shares; 2025Q1: 47,727 shares; 2025Q2: 49,840 shares; 2025Q3: 34,492 shares; 2025Q4: 21,269 shares 21,269 $757K 0.06% -13,223 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.06% 0 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: 3,855 shares; 2025Q1: 3,837 shares; 2025Q2: 3,680 shares; 2025Q3: 4,120 shares; 2025Q4: 4,375 shares 4,375 $749K 0.06% +255 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: not reported; 2024Q4: not reported; 2025Q1: 1,041 shares; 2025Q2: 1,476 shares; 2025Q3: 1,541 shares; 2025Q4: 1,857 shares 1,857 $736K 0.06% +316 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 14,719 shares; 2025Q1: 14,719 shares; 2025Q2: 19,795 shares; 2025Q3: 15,974 shares; 2025Q4: 16,236 shares 16,236 $721K 0.06% +262 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,639 shares; 2024Q4: 19,634 shares; 2025Q1: 19,087 shares; 2025Q2: 18,750 shares; 2025Q3: 18,995 shares; 2025Q4: 19,478 shares 19,478 $721K 0.06% +483 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 4,374 shares; 2025Q1: 4,374 shares; 2025Q2: 4,374 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares 3,559 $715K 0.06% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,616 shares; 2025Q4: 8,323 shares 8,323 $711K 0.06% +1,707 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,684 shares; 2024Q4: 12,684 shares; 2025Q1: 14,359 shares; 2025Q2: 14,359 shares; 2025Q3: 18,100 shares; 2025Q4: 14,589 shares 14,589 $700K 0.06% -3,511 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,626 shares; 2024Q4: 6,626 shares; 2025Q1: 6,345 shares; 2025Q2: 6,335 shares; 2025Q3: 4,667 shares; 2025Q4: 4,313 shares 4,313 $699K 0.06% -354 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 129 shares; 2025Q4: 130 shares 130 $698K 0.06% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,550 shares; 2025Q3: 9,864 shares; 2025Q4: 9,864 shares 9,864 $685K 0.05% 0 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: 8,839 shares; 2024Q4: 8,839 shares; 2025Q1: 8,631 shares; 2025Q2: 8,517 shares; 2025Q3: 6,903 shares; 2025Q4: 7,182 shares 7,182 $685K 0.05% +279 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,096 shares; 2025Q1: 2,977 shares; 2025Q2: 2,984 shares; 2025Q3: 2,993 shares; 2025Q4: 2,999 shares 2,999 $667K 0.05% +6 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 8,172 shares; 2025Q1: 8,176 shares; 2025Q2: 16,448 shares; 2025Q3: 16,760 shares; 2025Q4: 16,544 shares 16,544 $664K 0.05% -216 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,583 shares; 2024Q4: 63,983 shares; 2025Q1: 63,983 shares; 2025Q2: 63,983 shares; 2025Q3: 66,677 shares; 2025Q4: 65,652 shares 65,652 $662K 0.05% -1,025 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: 2,075 shares; 2024Q4: 1,994 shares; 2025Q1: 1,966 shares; 2025Q2: 2,036 shares; 2025Q3: 2,267 shares; 2025Q4: 3,549 shares 3,549 $651K 0.05% +1,282 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: 10,031 shares; 2024Q4: 8,638 shares; 2025Q1: 8,056 shares; 2025Q2: 7,642 shares; 2025Q3: 8,168 shares; 2025Q4: 8,091 shares 8,091 $650K 0.05% -77 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: 2,076 shares; 2024Q4: 2,023 shares; 2025Q1: 2,048 shares; 2025Q2: 2,006 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares 2,452 $628K 0.05% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 939 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 978 shares; 2025Q4: 1,036 shares 1,036 $627K 0.05% +58 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,108 shares; 2025Q2: 9,108 shares; 2025Q3: 9,142 shares; 2025Q4: 9,142 shares 9,142 $625K 0.05% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,530 shares; 2025Q1: 3,902 shares; 2025Q2: 4,304 shares; 2025Q3: 4,306 shares; 2025Q4: 5,860 shares 5,860 $625K 0.05% +1,554 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: 7,408 shares; 2024Q4: 7,292 shares; 2025Q1: 7,493 shares; 2025Q2: 7,732 shares; 2025Q3: 6,119 shares; 2025Q4: 6,107 shares 6,107 $610K 0.05% -12 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 11,465 shares; 2025Q1: 11,465 shares; 2025Q2: 11,565 shares; 2025Q3: 11,565 shares; 2025Q4: 11,820 shares 11,820 $565K 0.05% +255 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 17,507 shares; 2025Q4: 28,184 shares 28,184 $552K 0.04% +10,677 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: 7,014 shares; 2024Q4: 6,059 shares; 2025Q1: 5,729 shares; 2025Q2: 6,231 shares; 2025Q3: 6,835 shares; 2025Q4: 7,052 shares 7,052 $543K 0.04% +217 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,421 shares; 2024Q4: 10,331 shares; 2025Q1: 8,398 shares; 2025Q2: 8,106 shares; 2025Q3: 8,135 shares; 2025Q4: 12,073 shares 12,073 $540K 0.04% +3,938 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $537K 0.04% 0 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: 35,735 shares 35,735 $536K 0.04% new 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: 25,912 shares; 2024Q4: 15,565 shares; 2025Q1: 11,885 shares; 2025Q2: 10,563 shares; 2025Q3: 14,953 shares; 2025Q4: 14,524 shares 14,524 $536K 0.04% -429 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: 820 shares; 2024Q4: 794 shares; 2025Q1: 761 shares; 2025Q2: 763 shares; 2025Q3: 764 shares; 2025Q4: 780 shares 780 $535K 0.04% +16 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 5,559 shares; 2025Q1: 5,962 shares; 2025Q2: 5,793 shares; 2025Q3: 5,775 shares; 2025Q4: 5,753 shares 5,753 $531K 0.04% -22 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: 4,333 shares; 2024Q4: 4,243 shares; 2025Q1: 3,445 shares; 2025Q2: 3,080 shares; 2025Q3: 3,147 shares; 2025Q4: 1,473 shares 1,473 $530K 0.04% -1,674 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: 7,333 shares; 2024Q4: 6,840 shares; 2025Q1: 7,003 shares; 2025Q2: 6,818 shares; 2025Q3: 5,526 shares; 2025Q4: 6,179 shares 6,179 $525K 0.04% +653 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: 2,602 shares; 2024Q4: 2,459 shares; 2025Q1: 2,766 shares; 2025Q2: 2,917 shares; 2025Q3: 3,259 shares; 2025Q4: 3,234 shares 3,234 $519K 0.04% -25 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,593 shares; 2025Q1: 2,546 shares; 2025Q2: 2,369 shares; 2025Q3: 2,537 shares; 2025Q4: 2,517 shares 2,517 $511K 0.04% -20 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 5,895 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares 5,928 $508K 0.04% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 2,391 shares; 2025Q1: 3,358 shares; 2025Q2: 3,654 shares; 2025Q3: 810 shares; 2025Q4: 812 shares 812 $506K 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,576 shares; 2025Q3: 14,710 shares; 2025Q4: 3,913 shares 3,913 $505K 0.04% -10,797 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 881 shares 881 $500K 0.04% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,948 shares 1,948 $493K 0.04% +923 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: 21,670 shares; 2024Q4: 21,135 shares; 2025Q1: 18,631 shares; 2025Q2: 16,985 shares; 2025Q3: 15,588 shares; 2025Q4: 13,318 shares 13,318 $491K 0.04% -2,270 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: 4,762 shares; 2024Q4: 4,763 shares; 2025Q1: 4,721 shares; 2025Q2: 2,033 shares; 2025Q3: 1,697 shares; 2025Q4: 1,395 shares 1,395 $488K 0.04% -302 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: 5,234 shares; 2024Q4: 5,437 shares; 2025Q1: 5,855 shares; 2025Q2: 6,281 shares; 2025Q3: 1,507 shares; 2025Q4: 1,814 shares 1,814 $487K 0.04% +307 Timeline NXJ NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,778 shares; 2024Q4: 43,290 shares; 2025Q1: 43,290 shares; 2025Q2: 40,890 shares; 2025Q3: 40,690 shares; 2025Q4: 38,378 shares 38,378 $485K 0.04% -2,312 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: 2,479 shares; 2024Q4: 2,980 shares; 2025Q1: 2,796 shares; 2025Q2: 2,938 shares; 2025Q3: 3,028 shares; 2025Q4: 2,007 shares 2,007 $484K 0.04% -1,021 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: 3,289 shares; 2024Q4: 3,576 shares; 2025Q1: 3,721 shares; 2025Q2: 4,841 shares; 2025Q3: 4,927 shares; 2025Q4: 4,874 shares 4,874 $484K 0.04% -53 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,196 shares; 2024Q4: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 20,655 shares; 2025Q3: 15,362 shares; 2025Q4: 15,362 shares 15,362 $458K 0.04% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL 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: 1,214 shares; 2025Q4: 1,276 shares 1,276 $456K 0.04% +62 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 5,513 shares 5,513 $454K 0.04% +2 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 688 shares 688 $450K 0.04% new 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: 1,708 shares; 2024Q4: 1,567 shares; 2025Q1: 1,527 shares; 2025Q2: 1,438 shares; 2025Q3: 1,167 shares; 2025Q4: 1,406 shares 1,406 $448K 0.04% +239 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 19,773 shares; 2025Q1: 19,773 shares; 2025Q2: 19,773 shares; 2025Q3: 19,773 shares; 2025Q4: 19,773 shares 19,773 $447K 0.04% 0 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: 10,202 shares; 2025Q4: 10,162 shares 10,162 $443K 0.04% -40 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: 2,232 shares; 2025Q4: 2,293 shares 2,293 $439K 0.04% +61 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: 9,013 shares; 2024Q4: 9,013 shares; 2025Q1: 9,013 shares; 2025Q2: 9,013 shares; 2025Q3: 9,013 shares; 2025Q4: 8,611 shares 8,611 $433K 0.03% -402 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,407 shares; 2025Q3: 1,479 shares; 2025Q4: 1,470 shares 1,470 $432K 0.03% -9 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,941 shares; 2024Q4: 5,673 shares; 2025Q1: 5,576 shares; 2025Q2: 5,377 shares; 2025Q3: 5,667 shares; 2025Q4: 5,398 shares 5,398 $430K 0.03% -269 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares 2,867 $426K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 2,135 shares; 2025Q4: 2,097 shares 2,097 $426K 0.03% -38 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: 5,923 shares; 2025Q4: 8,306 shares 8,306 $412K 0.03% +2,383 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: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,100 shares; 2025Q2: 1,093 shares; 2025Q3: 1,273 shares; 2025Q4: 1,271 shares 1,271 $412K 0.03% -2 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,443 shares; 2025Q1: 1,619 shares; 2025Q2: 1,726 shares; 2025Q3: 1,821 shares; 2025Q4: 1,811 shares 1,811 $410K 0.03% -10 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,997 shares; 2025Q2: 2,163 shares; 2025Q3: 2,515 shares; 2025Q4: 2,804 shares 2,804 $406K 0.03% +289 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,946 shares; 2025Q3: 7,651 shares; 2025Q4: 7,629 shares 7,629 $403K 0.03% -22 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 20,363 shares 20,363 $402K 0.03% new Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,493 shares; 2024Q4: 16,935 shares; 2025Q1: 17,325 shares; 2025Q2: 17,733 shares; 2025Q3: 18,010 shares; 2025Q4: 18,167 shares 18,167 $396K 0.03% +157 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 868 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 874 shares; 2025Q4: 870 shares 870 $395K 0.03% -4 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: 471 shares; 2024Q4: 445 shares; 2025Q1: 452 shares; 2025Q2: 458 shares; 2025Q3: 489 shares; 2025Q4: 473 shares 473 $388K 0.03% -16 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: 12,981 shares; 2024Q4: 13,361 shares; 2025Q1: 12,641 shares; 2025Q2: 13,781 shares; 2025Q3: 14,893 shares; 2025Q4: 15,477 shares 15,477 $384K 0.03% +584 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,699 shares; 2024Q4: 19,084 shares; 2025Q1: 19,232 shares; 2025Q2: 19,655 shares; 2025Q3: 20,062 shares; 2025Q4: 20,241 shares 20,241 $381K 0.03% +179 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,802 shares 7,802 $377K 0.03% new 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: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: 376 shares; 2025Q4: 307 shares 307 $373K 0.03% -69 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: 5,648 shares; 2024Q4: 5,685 shares; 2025Q1: 5,347 shares; 2025Q2: 4,331 shares; 2025Q3: 4,808 shares; 2025Q4: 6,914 shares 6,914 $373K 0.03% +2,106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,999 shares 2,999 $370K 0.03% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,198 shares; 2025Q1: 4,206 shares; 2025Q2: 4,201 shares; 2025Q3: 4,301 shares; 2025Q4: 4,301 shares 4,301 $367K 0.03% 0 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: 1,161 shares; 2024Q4: 1,107 shares; 2025Q1: 1,110 shares; 2025Q2: 1,105 shares; 2025Q3: 1,147 shares; 2025Q4: 1,148 shares 1,148 $356K 0.03% +1 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 5,298 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,365 shares; 2025Q4: 5,365 shares 5,365 $356K 0.03% 0 Timeline CLOI 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: 6,727 shares 6,727 $355K 0.03% new 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: 1,958 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 2,025 shares; 2025Q3: 2,084 shares; 2025Q4: 1,958 shares 1,958 $355K 0.03% -126 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: 6,822 shares; 2025Q1: 6,857 shares; 2025Q2: 6,808 shares; 2025Q3: 6,769 shares; 2025Q4: 6,818 shares 6,818 $352K 0.03% +49 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,779 shares; 2024Q4: 9,655 shares; 2025Q1: 8,125 shares; 2025Q2: 8,125 shares; 2025Q3: 12,091 shares; 2025Q4: 11,273 shares 11,273 $346K 0.03% -818 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares 506 $342K 0.03% new Timeline DGRS 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: 6,194 shares; 2024Q4: 6,229 shares; 2025Q1: 6,277 shares; 2025Q2: 6,888 shares; 2025Q3: 6,856 shares; 2025Q4: 6,899 shares 6,899 $342K 0.03% +43 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,317 shares; 2025Q3: 11,829 shares; 2025Q4: 11,841 shares 11,841 $337K 0.03% +12 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: 4,174 shares; 2024Q4: 14,640 shares; 2025Q1: 15,766 shares; 2025Q2: 16,285 shares; 2025Q3: 12,664 shares; 2025Q4: 12,213 shares 12,213 $335K 0.03% -451 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 219 shares; 2025Q2: 217 shares; 2025Q3: 157 shares; 2025Q4: 165 shares 165 $333K 0.03% +8 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares 2,055 $333K 0.03% new 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: 3,387 shares; 2024Q4: 4,034 shares; 2025Q1: 1,097 shares; 2025Q2: 1,005 shares; 2025Q3: 1,104 shares; 2025Q4: 996 shares 996 $329K 0.03% -108 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,776 shares; 2024Q4: 8,205 shares; 2025Q1: 7,752 shares; 2025Q2: 7,752 shares; 2025Q3: 7,230 shares; 2025Q4: 7,230 shares 7,230 $326K 0.03% 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: 1,033 shares; 2025Q3: 995 shares; 2025Q4: 1,453 shares 1,453 $319K 0.03% +458 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: 2,163 shares; 2024Q4: not reported; 2025Q1: 2,173 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,163 shares 2,163 $317K 0.03% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 4,689 shares; 2025Q1: 4,898 shares; 2025Q2: 4,671 shares; 2025Q3: 4,691 shares; 2025Q4: 4,691 shares 4,691 $314K 0.03% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,999 shares; 2025Q3: 2,999 shares; 2025Q4: 2,999 shares 2,999 $312K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,330 shares; 2025Q1: 1,701 shares; 2025Q2: 1,713 shares; 2025Q3: 1,170 shares; 2025Q4: 1,209 shares 1,209 $311K 0.02% +39 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: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,821 shares 1,821 $310K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 5,519 shares; 2025Q1: 5,304 shares; 2025Q2: 5,120 shares; 2025Q3: 5,248 shares; 2025Q4: 5,270 shares 5,270 $308K 0.02% +22 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,138 shares; 2025Q4: 4,138 shares 4,138 $305K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,892 shares; 2024Q4: 3,778 shares; 2025Q1: 3,830 shares; 2025Q2: 3,704 shares; 2025Q3: 3,817 shares; 2025Q4: 3,775 shares 3,775 $300K 0.02% -42 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: 752 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 754 shares; 2025Q3: 755 shares; 2025Q4: 756 shares 756 $292K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: 3,718 shares; 2025Q2: 3,756 shares; 2025Q3: 4,397 shares; 2025Q4: 4,999 shares 4,999 $288K 0.02% +602 Timeline SMLF 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: 5,212 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares 3,827 $287K 0.02% 0 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: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,722 shares; 2025Q2: 1,779 shares; 2025Q3: 1,271 shares; 2025Q4: 1,289 shares 1,289 $280K 0.02% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,312 shares 1,312 $278K 0.02% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,511 shares; 2025Q1: 1,520 shares; 2025Q2: 1,674 shares; 2025Q3: 1,773 shares; 2025Q4: 1,698 shares 1,698 $274K 0.02% -75 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,331 shares 2,331 $272K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,908 shares; 2024Q4: 6,316 shares; 2025Q1: 5,415 shares; 2025Q2: 5,142 shares; 2025Q3: 4,793 shares; 2025Q4: 4,262 shares 4,262 $272K 0.02% -531 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: 874 shares; 2024Q4: 881 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 782 shares; 2025Q4: 928 shares 928 $269K 0.02% +146 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 4,603 shares; 2025Q1: 4,601 shares; 2025Q2: 4,601 shares; 2025Q3: 4,601 shares; 2025Q4: 4,601 shares 4,601 $268K 0.02% 0 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: 6,314 shares; 2024Q4: 6,314 shares; 2025Q1: 6,340 shares; 2025Q2: 6,364 shares; 2025Q3: 6,321 shares; 2025Q4: 6,179 shares 6,179 $268K 0.02% -142 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 2,873 shares; 2025Q1: 2,636 shares; 2025Q2: 2,398 shares; 2025Q3: 2,405 shares; 2025Q4: 2,385 shares 2,385 $263K 0.02% -20 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: 2,828 shares; 2024Q4: 3,124 shares; 2025Q1: 3,743 shares; 2025Q2: 4,389 shares; 2025Q3: 4,642 shares; 2025Q4: 541 shares 541 $262K 0.02% -4,101 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,437 shares; 2025Q1: 1,511 shares; 2025Q2: 1,458 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares 1,463 $260K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares 2,059 $258K 0.02% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,521 shares; 2025Q3: 1,102 shares; 2025Q4: 1,122 shares 1,122 $255K 0.02% +20 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $254K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 751 shares 751 $252K 0.02% +116 Timeline SPMO 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: 1,718 shares; 2025Q4: 2,059 shares 2,059 $246K 0.02% +341 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,551 shares; 2025Q3: 4,832 shares; 2025Q4: 4,832 shares 4,832 $242K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 54 shares; 2025Q4: 71 shares 71 $241K 0.02% +17 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,940 shares; 2025Q1: 1,688 shares; 2025Q2: 1,566 shares; 2025Q3: 1,611 shares; 2025Q4: 1,982 shares 1,982 $237K 0.02% +371 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 588 shares 588 $237K 0.02% new Timeline XVV 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: 4,301 shares; 2025Q4: 4,436 shares 4,436 $234K 0.02% +135 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: not reported; 2025Q4: 660 shares 660 $232K 0.02% new Timeline BOTZ 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: 7,000 shares; 2024Q4: 6,835 shares; 2025Q1: not reported; 2025Q2: 7,598 shares; 2025Q3: 6,389 shares; 2025Q4: 6,389 shares 6,389 $231K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 1,794 shares; 2025Q4: 1,795 shares 1,795 $229K 0.02% +1 Timeline DIVB 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: 6,103 shares; 2024Q4: 6,132 shares; 2025Q1: 5,738 shares; 2025Q2: 5,567 shares; 2025Q3: 5,232 shares; 2025Q4: 4,281 shares 4,281 $228K 0.02% -951 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,687 shares; 2025Q1: 1,587 shares; 2025Q2: 1,585 shares; 2025Q3: 1,485 shares; 2025Q4: 1,379 shares 1,379 $224K 0.02% -106 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 710 shares; 2025Q2: 714 shares; 2025Q3: 878 shares; 2025Q4: 888 shares 888 $224K 0.02% +10 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 4,621 shares; 2025Q1: 4,432 shares; 2025Q2: 4,417 shares; 2025Q3: 4,352 shares; 2025Q4: 4,367 shares 4,367 $224K 0.02% +15 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,194 shares; 2025Q3: 3,173 shares; 2025Q4: 3,155 shares 3,155 $224K 0.02% -18 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,921 shares; 2025Q3: 3,091 shares; 2025Q4: 3,070 shares 3,070 $223K 0.02% -21 Timeline BLACKROCK N Y MUN INCOME TRU BLACKROCK N Y MUN INCOME TRU More: the full row for BLACKROCK N Y MUN INCOME TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,112 shares; 2024Q4: 22,112 shares; 2025Q1: 22,112 shares; 2025Q2: 21,992 shares; 2025Q3: 21,992 shares; 2025Q4: 21,992 shares 21,992 $223K 0.02% 0 TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,677 shares; 2025Q4: 4,139 shares 4,139 $207K 0.02% +462 Timeline QYLD 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: 10,302 shares; 2025Q1: 10,592 shares; 2025Q2: not reported; 2025Q3: 11,455 shares; 2025Q4: 11,662 shares 11,662 $206K 0.02% +207 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM 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: 17,642 shares 17,642 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,169 shares 2,169 $202K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,412 shares 2,412 $202K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,008 shares; 2025Q3: not reported; 2025Q4: 1,682 shares 1,682 $201K 0.02% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 10,803 shares; 2025Q1: 10,803 shares; 2025Q2: 10,803 shares; 2025Q3: 10,803 shares; 2025Q4: 10,803 shares 10,803 $141K 0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,276 shares; 2024Q4: 11,529 shares; 2025Q1: 11,793 shares; 2025Q2: 12,073 shares; 2025Q3: 12,358 shares; 2025Q4: 12,650 shares 12,650 $61.5K <0.01% +292 Timeline FBLG FIBROBIOLOGICS INC COM More: the full row for FIBROBIOLOGICS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,260 shares; 2024Q4: 38,360 shares; 2025Q1: 38,360 shares; 2025Q2: 38,360 shares; 2025Q3: 38,360 shares; 2025Q4: 38,360 shares 38,360 $8.63K <0.01% 0 Timeline