JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224,523 shares; 2024Q4: 4,054,689 shares; 2025Q1: 4,196,707 shares; 2025Q2: 3,925,010 shares; 2025Q3: 3,739,330 shares; 2025Q4: 5,018,296 shares 5,018,296 $254M 13.46% +1,278,966 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791,202 shares; 2024Q4: 2,404,155 shares; 2025Q1: 2,496,255 shares; 2025Q2: 2,711,715 shares; 2025Q3: 2,889,443 shares; 2025Q4: 2,939,552 shares 2,939,552 $186M 9.85% +50,109 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: 350,812 shares; 2024Q4: 377,598 shares; 2025Q1: 397,465 shares; 2025Q2: 400,314 shares; 2025Q3: 414,298 shares; 2025Q4: 417,067 shares 417,067 $140M 7.42% +2,769 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,247 shares; 2024Q4: 588,141 shares; 2025Q1: 558,227 shares; 2025Q2: 576,078 shares; 2025Q3: 582,574 shares; 2025Q4: 561,990 shares 561,990 $112M 5.92% -20,584 Timeline IQLT 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: 964,920 shares; 2024Q4: 1,191,301 shares; 2025Q1: 1,237,347 shares; 2025Q2: 1,376,979 shares; 2025Q3: 1,463,937 shares; 2025Q4: 1,502,162 shares 1,502,162 $68.3M 3.62% +38,225 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,187 shares; 2024Q4: 86,115 shares; 2025Q1: 82,564 shares; 2025Q2: 83,005 shares; 2025Q3: 81,810 shares; 2025Q4: 82,836 shares 82,836 $51.9M 2.75% +1,026 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807,855 shares; 2024Q4: 2,509,449 shares; 2025Q1: 2,746,062 shares; 2025Q2: 3,033,453 shares; 2025Q3: 3,028,489 shares; 2025Q4: 3,360,932 shares 3,360,932 $45.6M 2.42% +332,443 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: 112,089 shares; 2024Q4: 127,313 shares; 2025Q1: 126,480 shares; 2025Q2: 137,200 shares; 2025Q3: 153,043 shares; 2025Q4: 149,994 shares 149,994 $40.8M 2.16% -3,049 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 219,343 shares; 2025Q1: 267,815 shares; 2025Q2: 373,584 shares; 2025Q3: 571,403 shares; 2025Q4: 639,752 shares 639,752 $38.3M 2.03% +68,349 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: 113,696 shares; 2024Q4: 133,584 shares; 2025Q1: 136,614 shares; 2025Q2: 168,249 shares; 2025Q3: 192,725 shares; 2025Q4: 189,141 shares 189,141 $35.3M 1.87% -3,584 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: 53,576 shares; 2024Q4: 59,706 shares; 2025Q1: 57,568 shares; 2025Q2: 62,757 shares; 2025Q3: 70,864 shares; 2025Q4: 67,780 shares 67,780 $32.8M 1.74% -3,084 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,829 shares; 2024Q4: 459,276 shares; 2025Q1: 424,128 shares; 2025Q2: 465,615 shares; 2025Q3: 489,825 shares; 2025Q4: 512,030 shares 512,030 $32M 1.7% +22,205 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 590,000 shares 590,000 $30.1M 1.59% new Timeline QUS 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: 191,451 shares; 2024Q4: 191,451 shares; 2025Q1: 191,233 shares; 2025Q2: 187,074 shares; 2025Q3: 170,600 shares; 2025Q4: 169,798 shares 169,798 $29.6M 1.57% -802 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: 74,264 shares; 2024Q4: 78,076 shares; 2025Q1: 76,785 shares; 2025Q2: 80,680 shares; 2025Q3: 78,758 shares; 2025Q4: 76,467 shares 76,467 $26.5M 1.4% -2,291 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 284,818 shares; 2025Q1: 348,170 shares; 2025Q2: 391,173 shares; 2025Q3: 446,617 shares; 2025Q4: 467,887 shares 467,887 $21.4M 1.13% +21,270 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: 53,024 shares; 2024Q4: 59,312 shares; 2025Q1: 61,889 shares; 2025Q2: 71,982 shares; 2025Q3: 86,170 shares; 2025Q4: 88,554 shares 88,554 $20.4M 1.08% +2,384 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: 23,424 shares; 2024Q4: 25,317 shares; 2025Q1: 24,585 shares; 2025Q2: 36,683 shares; 2025Q3: 43,269 shares; 2025Q4: 42,295 shares 42,295 $19M 1.01% -974 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: 39,748 shares; 2024Q4: 45,541 shares; 2025Q1: 45,162 shares; 2025Q2: 49,205 shares; 2025Q3: 60,511 shares; 2025Q4: 57,101 shares 57,101 $17.9M 0.95% -3,410 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: 47,191 shares; 2024Q4: 48,611 shares; 2025Q1: 48,980 shares; 2025Q2: 50,896 shares; 2025Q3: 53,380 shares; 2025Q4: 51,893 shares 51,893 $16.7M 0.89% -1,487 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,457 shares; 2024Q4: 217,133 shares; 2025Q1: 211,746 shares; 2025Q2: 215,299 shares; 2025Q3: 217,158 shares; 2025Q4: 204,182 shares 204,182 $15.4M 0.82% -12,976 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 19,227 shares; 2025Q1: 19,227 shares; 2025Q2: 19,227 shares; 2025Q3: 19,227 shares; 2025Q4: 19,227 shares 19,227 $14.5M 0.77% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,226 shares; 2024Q4: 45,932 shares; 2025Q1: 45,432 shares; 2025Q2: 45,340 shares; 2025Q3: 45,269 shares; 2025Q4: 51,310 shares 51,310 $13.2M 0.7% +6,041 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: 12,305 shares; 2024Q4: 17,091 shares; 2025Q1: 17,273 shares; 2025Q2: 19,062 shares; 2025Q3: 21,878 shares; 2025Q4: 19,813 shares 19,813 $13.1M 0.69% -2,065 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: 34,345 shares; 2024Q4: 38,183 shares; 2025Q1: 37,178 shares; 2025Q2: 38,262 shares; 2025Q3: 42,188 shares; 2025Q4: 41,142 shares 41,142 $12.9M 0.68% -1,046 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: 16,193 shares; 2024Q4: 25,872 shares; 2025Q1: 17,634 shares; 2025Q2: 17,256 shares; 2025Q3: 17,280 shares; 2025Q4: 18,847 shares 18,847 $12.9M 0.68% +1,567 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: 10,858 shares; 2024Q4: 10,858 shares; 2025Q1: 10,858 shares; 2025Q2: 14,444 shares; 2025Q3: 25,447 shares; 2025Q4: 25,554 shares 25,554 $12.5M 0.66% +107 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT 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: 7,151 shares; 2025Q3: 6,987 shares; 2025Q4: 143,337 shares 143,337 $12M 0.64% +136,350 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203,066 shares; 2025Q1: 541,109 shares; 2025Q2: 930,426 shares; 2025Q3: 1,058,487 shares; 2025Q4: 798,116 shares 798,116 $11.4M 0.61% -260,371 Timeline SPHQ 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: 153,802 shares; 2024Q4: 145,389 shares; 2025Q1: 141,283 shares; 2025Q2: 152,334 shares; 2025Q3: 152,762 shares; 2025Q4: 151,809 shares 151,809 $11.4M 0.6% -953 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,238 shares; 2024Q4: 286,201 shares; 2025Q1: 286,463 shares; 2025Q2: 285,019 shares; 2025Q3: 284,660 shares; 2025Q4: 284,894 shares 284,894 $11.2M 0.59% +234 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: 840 shares; 2024Q4: 2,887 shares; 2025Q1: 11,523 shares; 2025Q2: 43,716 shares; 2025Q3: 42,327 shares; 2025Q4: 42,171 shares 42,171 $10.7M 0.57% -156 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: 15,174 shares; 2024Q4: 16,390 shares; 2025Q1: 17,180 shares; 2025Q2: 17,551 shares; 2025Q3: 19,327 shares; 2025Q4: 18,774 shares 18,774 $9.44M 0.5% -553 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: 13,609 shares; 2024Q4: 16,216 shares; 2025Q1: 18,238 shares; 2025Q2: 18,277 shares; 2025Q3: 109,936 shares; 2025Q4: 182,315 shares 182,315 $9.17M 0.49% +72,379 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,151 shares; 2024Q4: 26,015 shares; 2025Q1: 29,270 shares; 2025Q2: 50,139 shares; 2025Q3: 56,367 shares; 2025Q4: 57,671 shares 57,671 $8.58M 0.45% +1,304 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: 265,308 shares; 2024Q4: 179,926 shares; 2025Q1: 180,316 shares; 2025Q2: 184,222 shares; 2025Q3: 181,133 shares; 2025Q4: 155,475 shares 155,475 $8.55M 0.45% -25,658 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: 4,317 shares; 2024Q4: 5,645 shares; 2025Q1: 8,145 shares; 2025Q2: 9,242 shares; 2025Q3: 12,001 shares; 2025Q4: 11,989 shares 11,989 $8.21M 0.44% -12 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: 5,060 shares; 2024Q4: 5,434 shares; 2025Q1: 5,705 shares; 2025Q2: 5,732 shares; 2025Q3: 7,074 shares; 2025Q4: 7,132 shares 7,132 $7.66M 0.41% +58 Timeline OMFL 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: 1,276 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,192 shares; 2025Q4: 120,800 shares 120,800 $7.38M 0.39% -1,392 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: 11,988 shares; 2024Q4: 13,987 shares; 2025Q1: 14,400 shares; 2025Q2: 11,943 shares; 2025Q3: 11,943 shares; 2025Q4: 11,943 shares 11,943 $7.34M 0.39% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,551 shares; 2024Q4: 95,781 shares; 2025Q1: 180,836 shares; 2025Q2: 157,913 shares; 2025Q3: 134,448 shares; 2025Q4: 119,318 shares 119,318 $7.01M 0.37% -15,130 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: 83,280 shares; 2024Q4: 249,841 shares; 2025Q1: 249,841 shares; 2025Q2: 249,841 shares; 2025Q3: 249,841 shares; 2025Q4: 249,841 shares 249,841 $6.72M 0.36% 0 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: 17,951 shares; 2024Q4: 19,740 shares; 2025Q1: 19,740 shares; 2025Q2: 15,620 shares; 2025Q3: 15,620 shares; 2025Q4: 22,889 shares 22,889 $6.64M 0.35% +7,269 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: 18,945 shares; 2024Q4: 18,945 shares; 2025Q1: 18,012 shares; 2025Q2: 17,827 shares; 2025Q3: 17,807 shares; 2025Q4: 17,767 shares 17,767 $6.63M 0.35% -40 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,946 shares; 2024Q4: 67,645 shares; 2025Q1: 66,736 shares; 2025Q2: 60,431 shares; 2025Q3: 109,179 shares; 2025Q4: 126,372 shares 126,372 $6.46M 0.34% +17,193 Timeline XLG 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: 106,366 shares; 2024Q4: 106,366 shares; 2025Q1: 106,366 shares; 2025Q2: 105,683 shares; 2025Q3: 107,683 shares; 2025Q4: 107,683 shares 107,683 $6.38M 0.34% 0 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: 10,231 shares; 2024Q4: 10,224 shares; 2025Q1: 11,488 shares; 2025Q2: 12,651 shares; 2025Q3: 12,568 shares; 2025Q4: 12,554 shares 12,554 $5.94M 0.32% -14 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: 39,356 shares; 2024Q4: 41,092 shares; 2025Q1: 43,709 shares; 2025Q2: 42,927 shares; 2025Q3: 48,440 shares; 2025Q4: 49,021 shares 49,021 $5.9M 0.31% +581 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: 13,039 shares; 2024Q4: 13,378 shares; 2025Q1: 13,716 shares; 2025Q2: 14,649 shares; 2025Q3: 17,606 shares; 2025Q4: 16,549 shares 16,549 $5.8M 0.31% -1,057 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: 68,734 shares; 2024Q4: 68,448 shares; 2025Q1: 68,946 shares; 2025Q2: 68,670 shares; 2025Q3: 68,625 shares; 2025Q4: 68,371 shares 68,371 $5.43M 0.29% -254 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,462 shares; 2024Q4: 40,772 shares; 2025Q1: 40,772 shares; 2025Q2: 40,312 shares; 2025Q3: 38,081 shares; 2025Q4: 38,098 shares 38,098 $4.64M 0.25% +17 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: 31,523 shares; 2024Q4: 34,239 shares; 2025Q1: 34,829 shares; 2025Q2: 38,944 shares; 2025Q3: 42,477 shares; 2025Q4: 41,336 shares 41,336 $4.61M 0.24% -1,141 Timeline QEFA 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: 58,423 shares; 2024Q4: 52,750 shares; 2025Q1: 49,044 shares; 2025Q2: 50,112 shares; 2025Q3: 50,112 shares; 2025Q4: 50,121 shares 50,121 $4.54M 0.24% +9 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: 14,497 shares; 2024Q4: 14,564 shares; 2025Q1: 16,408 shares; 2025Q2: 18,460 shares; 2025Q3: 22,014 shares; 2025Q4: 21,470 shares 21,470 $4.44M 0.24% -544 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: 29,704 shares; 2024Q4: 40,009 shares; 2025Q1: 40,420 shares; 2025Q2: 36,753 shares; 2025Q3: 36,748 shares; 2025Q4: 33,524 shares 33,524 $4.03M 0.21% -3,224 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: 8,473 shares; 2024Q4: 11,359 shares; 2025Q1: 9,142 shares; 2025Q2: 9,872 shares; 2025Q3: 12,252 shares; 2025Q4: 11,241 shares 11,241 $3.87M 0.21% -1,011 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: 18,880 shares; 2024Q4: 18,189 shares; 2025Q1: 18,168 shares; 2025Q2: 19,918 shares; 2025Q3: 20,040 shares; 2025Q4: 20,014 shares 20,014 $3.82M 0.2% -26 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,881 shares; 2024Q4: 51,887 shares; 2025Q1: 49,587 shares; 2025Q2: 51,104 shares; 2025Q3: 51,117 shares; 2025Q4: 51,898 shares 51,898 $3.82M 0.2% +781 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: 4,553 shares; 2024Q4: 5,228 shares; 2025Q1: 9,563 shares; 2025Q2: 13,215 shares; 2025Q3: 41,912 shares; 2025Q4: 42,065 shares 42,065 $3.76M 0.2% +153 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: 11,764 shares; 2024Q4: 13,838 shares; 2025Q1: 14,052 shares; 2025Q2: 14,615 shares; 2025Q3: 17,549 shares; 2025Q4: 16,457 shares 16,457 $3.76M 0.2% -1,092 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: 4,302 shares; 2024Q4: 5,109 shares; 2025Q1: 5,141 shares; 2025Q2: 5,782 shares; 2025Q3: 6,524 shares; 2025Q4: 6,221 shares 6,221 $3.55M 0.19% -303 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: 25,517 shares; 2024Q4: 25,517 shares; 2025Q1: 25,517 shares; 2025Q2: 25,517 shares; 2025Q3: 38,463 shares; 2025Q4: 38,463 shares 38,463 $3.55M 0.19% 0 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: 5,184 shares; 2024Q4: 4,779 shares; 2025Q1: 4,819 shares; 2025Q2: 10,136 shares; 2025Q3: 10,136 shares; 2025Q4: 9,739 shares 9,739 $3.51M 0.19% -397 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,099 shares; 2024Q4: 36,198 shares; 2025Q1: 36,198 shares; 2025Q2: 36,223 shares; 2025Q3: 36,223 shares; 2025Q4: 36,204 shares 36,204 $3.45M 0.18% -19 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,050 shares; 2025Q3: 35,540 shares; 2025Q4: 34,220 shares 34,220 $3.44M 0.18% -1,320 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: 37,487 shares; 2024Q4: 39,134 shares; 2025Q1: 41,357 shares; 2025Q2: 42,678 shares; 2025Q3: 50,529 shares; 2025Q4: 44,306 shares 44,306 $3.41M 0.18% -6,223 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,958 shares; 2024Q4: 18,958 shares; 2025Q1: 18,958 shares; 2025Q2: 18,958 shares; 2025Q3: 18,958 shares; 2025Q4: 18,958 shares 18,958 $3.33M 0.18% 0 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: 2,470 shares; 2024Q4: 2,868 shares; 2025Q1: 2,825 shares; 2025Q2: 3,208 shares; 2025Q3: 3,943 shares; 2025Q4: 33,341 shares 33,341 $3.13M 0.17% +29,398 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: 25,327 shares; 2024Q4: 27,329 shares; 2025Q1: 25,601 shares; 2025Q2: 25,858 shares; 2025Q3: 28,640 shares; 2025Q4: 29,086 shares 29,086 $3.06M 0.16% +446 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,426 shares; 2025Q1: 5,281 shares; 2025Q2: 6,333 shares; 2025Q3: 11,879 shares; 2025Q4: 9,374 shares 9,374 $2.99M 0.16% -2,505 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: 13,889 shares; 2024Q4: 13,713 shares; 2025Q1: 13,370 shares; 2025Q2: 14,413 shares; 2025Q3: 16,620 shares; 2025Q4: 15,102 shares 15,102 $2.94M 0.16% -1,518 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,511 shares; 2024Q4: 86,044 shares; 2025Q1: 86,044 shares; 2025Q2: 86,044 shares; 2025Q3: 86,044 shares; 2025Q4: 86,048 shares 86,048 $2.81M 0.15% +4 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC 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: 10,251 shares; 2025Q3: 206,367 shares; 2025Q4: 268,088 shares 268,088 $2.77M 0.15% +61,721 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: 5,223 shares; 2024Q4: 6,546 shares; 2025Q1: 6,323 shares; 2025Q2: 6,265 shares; 2025Q3: 8,281 shares; 2025Q4: 8,289 shares 8,289 $2.74M 0.15% +8 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: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 3,027 shares; 2025Q3: 3,027 shares; 2025Q4: 14,150 shares 14,150 $2.71M 0.14% +11,123 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,683 shares; 2024Q4: 32,683 shares; 2025Q1: 32,683 shares; 2025Q2: 32,683 shares; 2025Q3: 33,017 shares; 2025Q4: 32,753 shares 32,753 $2.66M 0.14% -264 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: not reported; 2024Q4: 10,467 shares; 2025Q1: 9,240 shares; 2025Q2: 12,957 shares; 2025Q3: 15,803 shares; 2025Q4: 14,729 shares 14,729 $2.62M 0.14% -1,074 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: 6,454 shares; 2024Q4: 6,471 shares; 2025Q1: 7,021 shares; 2025Q2: 7,639 shares; 2025Q3: 8,823 shares; 2025Q4: 8,762 shares 8,762 $2.6M 0.14% -61 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: 13,309 shares; 2024Q4: 15,903 shares; 2025Q1: 16,667 shares; 2025Q2: 18,778 shares; 2025Q3: 19,829 shares; 2025Q4: 18,074 shares 18,074 $2.59M 0.14% -1,755 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: 2,966 shares; 2024Q4: 4,972 shares; 2025Q1: 5,405 shares; 2025Q2: 6,694 shares; 2025Q3: 9,213 shares; 2025Q4: 8,472 shares 8,472 $2.57M 0.14% -741 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,523 shares; 2024Q4: 64,523 shares; 2025Q1: 64,523 shares; 2025Q2: 64,523 shares; 2025Q3: 64,523 shares; 2025Q4: 64,523 shares 64,523 $2.55M 0.14% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,845 shares; 2025Q1: 2,716 shares; 2025Q2: 3,182 shares; 2025Q3: 3,435 shares; 2025Q4: 2,914 shares 2,914 $2.51M 0.13% -521 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: 1,349 shares; 2024Q4: 4,527 shares; 2025Q1: 4,527 shares; 2025Q2: 4,527 shares; 2025Q3: 4,241 shares; 2025Q4: 11,077 shares 11,077 $2.43M 0.13% +6,836 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: 4,721 shares; 2024Q4: 6,135 shares; 2025Q1: 6,131 shares; 2025Q2: 6,321 shares; 2025Q3: 7,506 shares; 2025Q4: 8,030 shares 8,030 $2.29M 0.12% +524 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: 11,268 shares; 2024Q4: 11,883 shares; 2025Q1: 12,102 shares; 2025Q2: 11,660 shares; 2025Q3: 16,731 shares; 2025Q4: 15,012 shares 15,012 $2.29M 0.12% -1,719 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,134 shares; 2024Q4: 11,351 shares; 2025Q1: 11,020 shares; 2025Q2: 11,020 shares; 2025Q3: 10,797 shares; 2025Q4: 10,797 shares 10,797 $2.29M 0.12% 0 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: 8,032 shares; 2024Q4: 7,794 shares; 2025Q1: 9,549 shares; 2025Q2: 9,362 shares; 2025Q3: 10,717 shares; 2025Q4: 10,651 shares 10,651 $2.28M 0.12% -66 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 3 shares 3 $2.26M 0.12% -2 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,321 shares; 2025Q1: 2,322 shares; 2025Q2: 2,322 shares; 2025Q3: 7,113 shares; 2025Q4: 7,191 shares 7,191 $2.26M 0.12% +78 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,383 shares; 2025Q1: 9,852 shares; 2025Q2: 31,512 shares; 2025Q3: 31,512 shares; 2025Q4: 31,512 shares 31,512 $2.25M 0.12% 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: 10,830 shares; 2024Q4: 10,830 shares; 2025Q1: 10,830 shares; 2025Q2: 10,830 shares; 2025Q3: 13,856 shares; 2025Q4: 26,193 shares 26,193 $2.24M 0.12% +12,337 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: 4,391 shares; 2024Q4: 4,842 shares; 2025Q1: 5,589 shares; 2025Q2: 6,431 shares; 2025Q3: 7,580 shares; 2025Q4: 7,194 shares 7,194 $2.22M 0.12% -386 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: 3,625 shares; 2024Q4: 4,403 shares; 2025Q1: 4,377 shares; 2025Q2: 5,047 shares; 2025Q3: 6,269 shares; 2025Q4: 5,928 shares 5,928 $2.19M 0.12% -341 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: 16,168 shares; 2024Q4: 18,351 shares; 2025Q1: 18,365 shares; 2025Q2: 20,449 shares; 2025Q3: 24,725 shares; 2025Q4: 23,217 shares 23,217 $2.16M 0.11% -1,508 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: 9,429 shares; 2024Q4: 10,674 shares; 2025Q1: 10,559 shares; 2025Q2: 12,591 shares; 2025Q3: 17,141 shares; 2025Q4: 18,045 shares 18,045 $2.11M 0.11% +904 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: 9,204 shares; 2025Q1: 9,198 shares; 2025Q2: 5,287 shares; 2025Q3: 12,914 shares; 2025Q4: 12,292 shares 12,292 $2.1M 0.11% -622 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: 49,063 shares; 2024Q4: 49,050 shares; 2025Q1: 49,050 shares; 2025Q2: 48,971 shares; 2025Q3: 47,171 shares; 2025Q4: 47,171 shares 47,171 $2.09M 0.11% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,879 shares; 2025Q1: 1,601 shares; 2025Q2: 2,266 shares; 2025Q3: 2,312 shares; 2025Q4: 2,363 shares 2,363 $2.08M 0.11% +51 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: 20,793 shares; 2024Q4: 21,321 shares; 2025Q1: 25,023 shares; 2025Q2: 26,490 shares; 2025Q3: 31,329 shares; 2025Q4: 29,638 shares 29,638 $2.07M 0.11% -1,691 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: 39,740 shares; 2024Q4: 46,835 shares; 2025Q1: 39,431 shares; 2025Q2: 37,196 shares; 2025Q3: 21,487 shares; 2025Q4: 21,487 shares 21,487 $2.06M 0.11% 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: 2,420 shares; 2024Q4: 2,631 shares; 2025Q1: 3,052 shares; 2025Q2: 3,137 shares; 2025Q3: 3,454 shares; 2025Q4: 3,546 shares 3,546 $2.03M 0.11% +92 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: 6,956 shares; 2024Q4: 7,710 shares; 2025Q1: 8,757 shares; 2025Q2: 9,610 shares; 2025Q3: 11,486 shares; 2025Q4: 11,033 shares 11,033 $2.02M 0.11% -453 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: 6,595 shares; 2024Q4: 7,245 shares; 2025Q1: 7,552 shares; 2025Q2: 9,372 shares; 2025Q3: 12,322 shares; 2025Q4: 12,519 shares 12,519 $2.01M 0.11% +197 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,533 shares; 2024Q4: 42,377 shares; 2025Q1: 51,345 shares; 2025Q2: 45,636 shares; 2025Q3: 25,030 shares; 2025Q4: 21,622 shares 21,622 $1.98M 0.1% -3,408 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: 14,074 shares; 2024Q4: 14,902 shares; 2025Q1: 15,232 shares; 2025Q2: 16,334 shares; 2025Q3: 18,142 shares; 2025Q4: 15,302 shares 15,302 $1.92M 0.1% -2,840 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: 4,548 shares; 2024Q4: 4,214 shares; 2025Q1: 5,723 shares; 2025Q2: 6,017 shares; 2025Q3: 6,938 shares; 2025Q4: 7,306 shares 7,306 $1.88M 0.1% +368 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,338 shares; 2025Q2: 1,408 shares; 2025Q3: 1,771 shares; 2025Q4: 1,689 shares 1,689 $1.81M 0.1% -82 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,419 shares; 2025Q1: 2,427 shares; 2025Q2: 2,580 shares; 2025Q3: 3,562 shares; 2025Q4: 3,108 shares 3,108 $1.8M 0.1% -454 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: 12,833 shares; 2024Q4: 13,473 shares; 2025Q1: 13,288 shares; 2025Q2: 15,303 shares; 2025Q3: 24,662 shares; 2025Q4: 22,003 shares 22,003 $1.77M 0.09% -2,659 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 10,770 shares; 2025Q1: 11,050 shares; 2025Q2: 12,235 shares; 2025Q3: 14,327 shares; 2025Q4: 13,039 shares 13,039 $1.76M 0.09% -1,288 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 5,740 shares; 2025Q1: 5,638 shares; 2025Q2: 5,638 shares; 2025Q3: 5,550 shares; 2025Q4: 5,718 shares 5,718 $1.73M 0.09% +168 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,476 shares; 2025Q4: 11,476 shares 11,476 $1.71M 0.09% 0 Timeline IDEV 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: 3,086 shares; 2025Q1: 3,086 shares; 2025Q2: 5,876 shares; 2025Q3: 19,066 shares; 2025Q4: 20,686 shares 20,686 $1.71M 0.09% +1,620 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: 5,790 shares; 2025Q1: 12,720 shares; 2025Q2: 13,241 shares; 2025Q3: 33,510 shares; 2025Q4: 34,288 shares 34,288 $1.7M 0.09% +778 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,262 shares; 2025Q1: 4,605 shares; 2025Q2: 5,149 shares; 2025Q3: 4,927 shares; 2025Q4: 5,189 shares 5,189 $1.7M 0.09% +262 Timeline INTF 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: 41,814 shares; 2024Q4: 41,814 shares; 2025Q1: 41,814 shares; 2025Q2: 42,634 shares; 2025Q3: 42,634 shares; 2025Q4: 42,634 shares 42,634 $1.61M 0.09% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,304 shares; 2024Q4: 36,304 shares; 2025Q1: 36,304 shares; 2025Q2: 32,203 shares; 2025Q3: 32,203 shares; 2025Q4: 32,203 shares 32,203 $1.61M 0.09% 0 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: 3,864 shares; 2024Q4: 4,490 shares; 2025Q1: 4,381 shares; 2025Q2: 4,778 shares; 2025Q3: 5,610 shares; 2025Q4: 5,253 shares 5,253 $1.61M 0.09% -357 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,600 shares; 2025Q4: 21,271 shares 21,271 $1.6M 0.09% -4,329 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: 7,555 shares; 2024Q4: 7,433 shares; 2025Q1: 7,609 shares; 2025Q2: 5,804 shares; 2025Q3: 10,855 shares; 2025Q4: 10,316 shares 10,316 $1.59M 0.08% -539 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,446 shares; 2024Q4: 8,070 shares; 2025Q1: 8,888 shares; 2025Q2: 8,362 shares; 2025Q3: 10,373 shares; 2025Q4: 10,982 shares 10,982 $1.58M 0.08% +609 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: 5,330 shares; 2024Q4: 5,453 shares; 2025Q1: 5,740 shares; 2025Q2: 5,753 shares; 2025Q3: 6,926 shares; 2025Q4: 9,052 shares 9,052 $1.55M 0.08% +2,126 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: 4,492 shares; 2024Q4: 4,565 shares; 2025Q1: 4,464 shares; 2025Q2: 4,797 shares; 2025Q3: 6,442 shares; 2025Q4: 6,371 shares 6,371 $1.54M 0.08% -71 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: 2,313 shares; 2024Q4: 2,303 shares; 2025Q1: 4,783 shares; 2025Q2: 7,468 shares; 2025Q3: 7,295 shares; 2025Q4: 7,295 shares 7,295 $1.53M 0.08% 0 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: 4,363 shares; 2024Q4: 6,334 shares; 2025Q1: 4,705 shares; 2025Q2: 4,908 shares; 2025Q3: 4,801 shares; 2025Q4: 5,692 shares 5,692 $1.53M 0.08% +891 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,603 shares; 2024Q4: 122,932 shares; 2025Q1: 155,408 shares; 2025Q2: 163,808 shares; 2025Q3: 163,808 shares; 2025Q4: 121,400 shares 121,400 $1.49M 0.08% -42,408 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: 810 shares; 2024Q4: 746 shares; 2025Q1: 881 shares; 2025Q2: 1,137 shares; 2025Q3: 1,269 shares; 2025Q4: 1,220 shares 1,220 $1.48M 0.08% -49 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: 7,441 shares; 2024Q4: 7,760 shares; 2025Q1: 7,506 shares; 2025Q2: 7,641 shares; 2025Q3: 9,202 shares; 2025Q4: 9,387 shares 9,387 $1.44M 0.08% +185 Timeline SMMV 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: 33,080 shares; 2024Q4: 33,080 shares; 2025Q1: 33,080 shares; 2025Q2: 33,080 shares; 2025Q3: 33,080 shares; 2025Q4: 33,080 shares 33,080 $1.43M 0.08% 0 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: 1,844 shares; 2024Q4: 1,869 shares; 2025Q1: 1,942 shares; 2025Q2: 2,238 shares; 2025Q3: 2,254 shares; 2025Q4: 2,526 shares 2,526 $1.43M 0.08% +272 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: 403 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 14,756 shares; 2025Q3: 14,756 shares; 2025Q4: 14,756 shares 14,756 $1.42M 0.08% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,482 shares; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 3,432 shares; 2025Q4: 3,436 shares 3,436 $1.42M 0.08% +4 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: 6,152 shares; 2024Q4: 6,841 shares; 2025Q1: 7,200 shares; 2025Q2: 7,713 shares; 2025Q3: 8,022 shares; 2025Q4: 7,931 shares 7,931 $1.41M 0.07% -91 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: 3,795 shares; 2024Q4: 4,624 shares; 2025Q1: 4,390 shares; 2025Q2: 4,805 shares; 2025Q3: 5,392 shares; 2025Q4: 5,155 shares 5,155 $1.37M 0.07% -237 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,377 shares; 2024Q4: 48,809 shares; 2025Q1: 49,092 shares; 2025Q2: 19,378 shares; 2025Q3: 18,217 shares; 2025Q4: 28,518 shares 28,518 $1.36M 0.07% +10,301 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: 1,579 shares; 2024Q4: 1,639 shares; 2025Q1: 1,649 shares; 2025Q2: 1,922 shares; 2025Q3: 2,011 shares; 2025Q4: 2,080 shares 2,080 $1.36M 0.07% +69 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: 2,791 shares; 2024Q4: 2,602 shares; 2025Q1: 3,049 shares; 2025Q2: 3,177 shares; 2025Q3: 4,093 shares; 2025Q4: 3,184 shares 3,184 $1.36M 0.07% -909 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: 7,823 shares; 2024Q4: 8,223 shares; 2025Q1: 7,792 shares; 2025Q2: 7,792 shares; 2025Q3: 7,796 shares; 2025Q4: 7,802 shares 7,802 $1.33M 0.07% +6 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 16,165 shares; 2025Q1: 15,143 shares; 2025Q2: 15,153 shares; 2025Q3: 15,787 shares; 2025Q4: 18,346 shares 18,346 $1.27M 0.07% +2,559 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: 33,320 shares; 2024Q4: 37,813 shares; 2025Q1: 41,005 shares; 2025Q2: 52,274 shares; 2025Q3: 67,571 shares; 2025Q4: 51,223 shares 51,223 $1.27M 0.07% -16,348 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: 10,009 shares; 2024Q4: 10,009 shares; 2025Q1: 10,009 shares; 2025Q2: 10,009 shares; 2025Q3: 10,263 shares; 2025Q4: 10,263 shares 10,263 $1.27M 0.07% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,853 shares; 2024Q4: 9,853 shares; 2025Q1: 10,049 shares; 2025Q2: 9,830 shares; 2025Q3: 9,830 shares; 2025Q4: 8,985 shares 8,985 $1.25M 0.07% -845 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,781 shares; 2025Q1: 1,860 shares; 2025Q2: 1,890 shares; 2025Q3: 2,124 shares; 2025Q4: 2,299 shares 2,299 $1.2M 0.06% +175 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,101 shares; 2025Q3: 2,494 shares; 2025Q4: 2,994 shares 2,994 $1.19M 0.06% +500 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: 3,053 shares; 2024Q4: 3,053 shares; 2025Q1: 3,053 shares; 2025Q2: 3,053 shares; 2025Q3: 3,053 shares; 2025Q4: 3,053 shares 3,053 $1.18M 0.06% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 13,313 shares; 2025Q1: 14,654 shares; 2025Q2: 13,398 shares; 2025Q3: 11,242 shares; 2025Q4: 11,677 shares 11,677 $1.17M 0.06% +435 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,214 shares; 2025Q1: 1,141 shares; 2025Q2: 1,295 shares; 2025Q3: 3,313 shares; 2025Q4: 5,465 shares 5,465 $1.14M 0.06% +2,152 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: 6,909 shares; 2024Q4: 6,851 shares; 2025Q1: 6,508 shares; 2025Q2: 7,414 shares; 2025Q3: 7,321 shares; 2025Q4: 6,518 shares 6,518 $1.13M 0.06% -803 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,519 shares; 2024Q4: 30,826 shares; 2025Q1: 29,656 shares; 2025Q2: 14,681 shares; 2025Q3: 24,403 shares; 2025Q4: 24,113 shares 24,113 $1.13M 0.06% -290 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 805 shares; 2025Q4: 7,793 shares 7,793 $1.1M 0.06% +6,988 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,080 shares; 2025Q1: 1,006 shares; 2025Q2: 1,172 shares; 2025Q3: 2,034 shares; 2025Q4: 2,131 shares 2,131 $1.09M 0.06% +97 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: 5,089 shares; 2024Q4: 6,112 shares; 2025Q1: 6,735 shares; 2025Q2: 7,757 shares; 2025Q3: 8,604 shares; 2025Q4: 8,797 shares 8,797 $1.08M 0.06% +193 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,282 shares; 2025Q1: 1,504 shares; 2025Q2: 1,670 shares; 2025Q3: 1,724 shares; 2025Q4: 1,625 shares 1,625 $1.08M 0.06% -99 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: 163 shares; 2024Q4: 187 shares; 2025Q1: 173 shares; 2025Q2: 206 shares; 2025Q3: 216 shares; 2025Q4: 199 shares 199 $1.07M 0.06% -17 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,617 shares; 2025Q1: 5,013 shares; 2025Q2: 6,147 shares; 2025Q3: 8,065 shares; 2025Q4: 8,098 shares 8,098 $1.06M 0.06% +33 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 5,203 shares; 2025Q1: 4,975 shares; 2025Q2: 5,436 shares; 2025Q3: 5,569 shares; 2025Q4: 5,375 shares 5,375 $1.05M 0.06% -194 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: 7,143 shares; 2024Q4: 7,454 shares; 2025Q1: 8,461 shares; 2025Q2: 9,956 shares; 2025Q3: 9,461 shares; 2025Q4: 10,243 shares 10,243 $1.02M 0.05% +782 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 162,974 shares; 2025Q4: 95,176 shares 95,176 $1.02M 0.05% -67,798 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 7,059 shares; 2025Q1: 7,407 shares; 2025Q2: 8,939 shares; 2025Q3: 9,377 shares; 2025Q4: 8,953 shares 8,953 $1.02M 0.05% -424 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,913 shares; 2024Q4: 15,899 shares; 2025Q1: 16,591 shares; 2025Q2: 17,563 shares; 2025Q3: 17,264 shares; 2025Q4: 16,691 shares 16,691 $1M 0.05% -573 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: 3,118 shares; 2024Q4: 3,225 shares; 2025Q1: 3,583 shares; 2025Q2: 4,324 shares; 2025Q3: 4,788 shares; 2025Q4: 4,388 shares 4,388 $999K 0.05% -400 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: 2,425 shares; 2024Q4: 2,467 shares; 2025Q1: 2,712 shares; 2025Q2: 3,162 shares; 2025Q3: 2,835 shares; 2025Q4: 3,169 shares 3,169 $989K 0.05% +334 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: 660 shares; 2024Q4: 1,345 shares; 2025Q1: 1,243 shares; 2025Q2: 1,384 shares; 2025Q3: 1,224 shares; 2025Q4: 1,205 shares 1,205 $988K 0.05% -19 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: 3,902 shares; 2024Q4: 4,292 shares; 2025Q1: 4,322 shares; 2025Q2: 4,437 shares; 2025Q3: 4,869 shares; 2025Q4: 4,248 shares 4,248 $983K 0.05% -621 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: 5,394 shares; 2024Q4: 4,982 shares; 2025Q1: 8,424 shares; 2025Q2: 9,682 shares; 2025Q3: 12,949 shares; 2025Q4: 11,897 shares 11,897 $972K 0.05% -1,052 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 5,900 shares; 2025Q1: 8,879 shares; 2025Q2: 11,353 shares; 2025Q3: 11,164 shares; 2025Q4: 9,685 shares 9,685 $967K 0.05% -1,479 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: 4,086 shares; 2024Q4: 4,052 shares; 2025Q1: 4,087 shares; 2025Q2: 3,964 shares; 2025Q3: 3,939 shares; 2025Q4: 3,893 shares 3,893 $958K 0.05% -46 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: 7,085 shares; 2024Q4: 7,400 shares; 2025Q1: 7,038 shares; 2025Q2: 6,707 shares; 2025Q3: 7,724 shares; 2025Q4: 8,000 shares 8,000 $958K 0.05% +276 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,775 shares; 2025Q1: 1,830 shares; 2025Q2: 1,912 shares; 2025Q3: 2,219 shares; 2025Q4: 2,057 shares 2,057 $958K 0.05% -162 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 3,684 shares; 2025Q1: 9,139 shares; 2025Q2: 11,475 shares; 2025Q3: 15,830 shares; 2025Q4: 10,965 shares 10,965 $956K 0.05% -4,865 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,666 shares; 2024Q4: 28,712 shares; 2025Q1: 29,155 shares; 2025Q2: 22,886 shares; 2025Q3: 22,886 shares; 2025Q4: 22,886 shares 22,886 $947K 0.05% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,967 shares; 2025Q1: 2,019 shares; 2025Q2: 2,297 shares; 2025Q3: 2,610 shares; 2025Q4: 2,678 shares 2,678 $946K 0.05% +68 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 1,396 shares 1,396 $941K 0.05% +963 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 4,583 shares; 2025Q1: 4,590 shares; 2025Q2: 4,455 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares 4,450 $931K 0.05% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,753 shares; 2024Q4: 18,047 shares; 2025Q1: 18,047 shares; 2025Q2: 18,047 shares; 2025Q3: 18,047 shares; 2025Q4: 9,872 shares 9,872 $930K 0.05% -8,175 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: 1,384 shares; 2024Q4: 1,346 shares; 2025Q1: 1,322 shares; 2025Q2: 1,448 shares; 2025Q3: 1,481 shares; 2025Q4: 6,007 shares 6,007 $920K 0.05% +4,526 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: 14,208 shares; 2024Q4: 14,970 shares; 2025Q1: 24,514 shares; 2025Q2: 20,130 shares; 2025Q3: 24,713 shares; 2025Q4: 24,746 shares 24,746 $913K 0.05% +33 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,170 shares; 2025Q1: 1,742 shares; 2025Q2: 3,207 shares; 2025Q3: 4,310 shares; 2025Q4: 5,985 shares 5,985 $909K 0.05% +1,675 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: 1,159 shares; 2024Q4: 1,305 shares; 2025Q1: 1,242 shares; 2025Q2: 1,405 shares; 2025Q3: 2,008 shares; 2025Q4: 1,997 shares 1,997 $905K 0.05% -11 Timeline SPLV 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: 12,651 shares; 2024Q4: 12,651 shares; 2025Q1: 12,635 shares; 2025Q2: 12,635 shares; 2025Q3: 12,635 shares; 2025Q4: 12,635 shares 12,635 $902K 0.05% 0 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: 13,390 shares; 2024Q4: 14,073 shares; 2025Q1: 15,540 shares; 2025Q2: 16,828 shares; 2025Q3: 16,970 shares; 2025Q4: 16,970 shares 16,970 $894K 0.05% 0 Timeline VT 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: 6,234 shares; 2024Q4: 6,234 shares; 2025Q1: 6,234 shares; 2025Q2: 6,234 shares; 2025Q3: 6,234 shares; 2025Q4: 6,283 shares 6,283 $886K 0.05% +49 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 5,300 shares; 2025Q1: 4,727 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,608 shares 7,608 $883K 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,886 shares; 2025Q1: 4,437 shares; 2025Q2: 4,493 shares; 2025Q3: 4,115 shares; 2025Q4: 4,733 shares 4,733 $878K 0.05% +618 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,152 shares; 2024Q4: 9,413 shares; 2025Q1: 9,463 shares; 2025Q2: 9,695 shares; 2025Q3: 10,552 shares; 2025Q4: 10,377 shares 10,377 $874K 0.05% -175 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,279 shares; 2024Q4: 6,892 shares; 2025Q1: 7,142 shares; 2025Q2: 7,128 shares; 2025Q3: 6,608 shares; 2025Q4: 6,328 shares 6,328 $859K 0.05% -280 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 6,601 shares; 2025Q1: 8,196 shares; 2025Q2: 9,696 shares; 2025Q3: 10,969 shares; 2025Q4: 11,123 shares 11,123 $853K 0.05% +154 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: 7,133 shares; 2024Q4: 9,605 shares; 2025Q1: 9,172 shares; 2025Q2: 9,525 shares; 2025Q3: 9,138 shares; 2025Q4: 9,006 shares 9,006 $843K 0.04% -132 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,461 shares; 2024Q4: 47,461 shares; 2025Q1: 47,461 shares; 2025Q2: 47,467 shares; 2025Q3: 40,258 shares; 2025Q4: 40,258 shares 40,258 $838K 0.04% 0 Timeline GNR 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: 13,394 shares; 2024Q4: 13,394 shares; 2025Q1: 13,394 shares; 2025Q2: 13,394 shares; 2025Q3: 13,394 shares; 2025Q4: 13,394 shares 13,394 $832K 0.04% 0 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: 3,670 shares; 2024Q4: 3,461 shares; 2025Q1: 4,335 shares; 2025Q2: 4,349 shares; 2025Q3: 3,773 shares; 2025Q4: 4,436 shares 4,436 $823K 0.04% +663 Timeline HYD 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: 17,936 shares; 2024Q4: 267,056 shares; 2025Q1: 33,820 shares; 2025Q2: 33,045 shares; 2025Q3: 15,845 shares; 2025Q4: 15,845 shares 15,845 $810K 0.04% 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: 157 shares; 2024Q4: 261 shares; 2025Q1: 229 shares; 2025Q2: 227 shares; 2025Q3: 239 shares; 2025Q4: 238 shares 238 $807K 0.04% -1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 15,180 shares; 2025Q1: 16,391 shares; 2025Q2: 15,912 shares; 2025Q3: 11,060 shares; 2025Q4: 8,128 shares 8,128 $806K 0.04% -2,932 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: 1,874 shares; 2024Q4: 3,083 shares; 2025Q1: 3,085 shares; 2025Q2: 4,407 shares; 2025Q3: 5,210 shares; 2025Q4: 3,703 shares 3,703 $804K 0.04% -1,507 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 16,793 shares; 2025Q1: 17,333 shares; 2025Q2: 16,793 shares; 2025Q3: 16,793 shares; 2025Q4: 16,793 shares 16,793 $803K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 14,901 shares; 2025Q1: 18,327 shares; 2025Q2: 26,018 shares; 2025Q3: 31,772 shares; 2025Q4: 19,634 shares 19,634 $800K 0.04% -12,138 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,246 shares; 2025Q4: 35,599 shares 35,599 $798K 0.04% +13,353 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: 2,841 shares; 2024Q4: 3,242 shares; 2025Q1: 3,200 shares; 2025Q2: 3,952 shares; 2025Q3: 4,309 shares; 2025Q4: 3,913 shares 3,913 $795K 0.04% -396 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 2,892 shares; 2025Q1: 3,585 shares; 2025Q2: 2,707 shares; 2025Q3: 3,056 shares; 2025Q4: 3,455 shares 3,455 $791K 0.04% +399 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: 1,466 shares; 2024Q4: 1,483 shares; 2025Q1: 1,151 shares; 2025Q2: 1,734 shares; 2025Q3: 1,738 shares; 2025Q4: 1,635 shares 1,635 $791K 0.04% -103 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,480 shares; 2025Q4: 28,603 shares 28,603 $777K 0.04% +15,123 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: 1,745 shares; 2024Q4: 1,406 shares; 2025Q1: 1,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,674 shares 2,674 $768K 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,402 shares; 2025Q1: 4,838 shares; 2025Q2: 4,680 shares; 2025Q3: 5,954 shares; 2025Q4: 6,000 shares 6,000 $766K 0.04% +46 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,414 shares; 2025Q1: 1,534 shares; 2025Q2: 1,734 shares; 2025Q3: 1,640 shares; 2025Q4: 1,949 shares 1,949 $758K 0.04% +309 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 4,785 shares; 2025Q1: 4,722 shares; 2025Q2: 5,173 shares; 2025Q3: 8,359 shares; 2025Q4: 7,682 shares 7,682 $751K 0.04% -677 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: 692 shares; 2024Q4: 587 shares; 2025Q1: 602 shares; 2025Q2: 517 shares; 2025Q3: 731 shares; 2025Q4: 701 shares 701 $750K 0.04% -30 Timeline FV 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: 17,038 shares; 2024Q4: 17,038 shares; 2025Q1: 17,034 shares; 2025Q2: 17,034 shares; 2025Q3: 17,034 shares; 2025Q4: 11,927 shares 11,927 $750K 0.04% -5,107 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: 1,928 shares; 2024Q4: 3,871 shares; 2025Q1: 3,931 shares; 2025Q2: 4,466 shares; 2025Q3: 4,695 shares; 2025Q4: 4,063 shares 4,063 $748K 0.04% -632 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,290 shares; 2025Q1: 890 shares; 2025Q2: 1,169 shares; 2025Q3: 1,218 shares; 2025Q4: 1,309 shares 1,309 $747K 0.04% +91 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 897 shares; 2025Q1: 990 shares; 2025Q2: 1,240 shares; 2025Q3: 1,786 shares; 2025Q4: 1,569 shares 1,569 $732K 0.04% -217 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,996 shares; 2025Q4: 4,237 shares 4,237 $730K 0.04% +241 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,116 shares; 2024Q4: 14,116 shares; 2025Q1: 14,116 shares; 2025Q2: 14,116 shares; 2025Q3: 13,330 shares; 2025Q4: 12,526 shares 12,526 $725K 0.04% -804 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,452 shares; 2025Q1: 3,014 shares; 2025Q2: 2,917 shares; 2025Q3: 3,386 shares; 2025Q4: 3,915 shares 3,915 $725K 0.04% +529 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 3,217 shares 3,217 $723K 0.04% +1,802 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 2,088 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares 1,190 $718K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,319 shares; 2025Q3: 6,545 shares; 2025Q4: 9,056 shares 9,056 $716K 0.04% +2,511 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 5,261 shares; 2025Q1: 3,240 shares; 2025Q2: 9,005 shares; 2025Q3: 8,652 shares; 2025Q4: 11,194 shares 11,194 $713K 0.04% +2,542 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,202 shares; 2025Q1: 2,206 shares; 2025Q2: 2,644 shares; 2025Q3: 2,763 shares; 2025Q4: 2,022 shares 2,022 $708K 0.04% -741 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: 2,032 shares; 2024Q4: 2,133 shares; 2025Q1: 2,630 shares; 2025Q2: 3,953 shares; 2025Q3: 4,814 shares; 2025Q4: 3,944 shares 3,944 $692K 0.04% -870 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 3,042 shares; 2025Q1: 2,729 shares; 2025Q2: 2,451 shares; 2025Q3: 2,269 shares; 2025Q4: 2,811 shares 2,811 $692K 0.04% +542 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,458 shares; 2025Q1: 1,942 shares; 2025Q2: 2,463 shares; 2025Q3: 2,240 shares; 2025Q4: 2,677 shares 2,677 $689K 0.04% +437 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: 27,067 shares; 2024Q4: not reported; 2025Q1: 7,248 shares; 2025Q2: 9,478 shares; 2025Q3: 9,414 shares; 2025Q4: 8,561 shares 8,561 $679K 0.04% -853 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 497 shares; 2025Q1: 519 shares; 2025Q2: 7,646 shares; 2025Q3: 8,165 shares; 2025Q4: 7,448 shares 7,448 $679K 0.04% -717 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 558 shares; 2025Q1: 535 shares; 2025Q2: 636 shares; 2025Q3: 668 shares; 2025Q4: 766 shares 766 $673K 0.04% +98 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: 14,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares 28,000 $673K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,614 shares; 2025Q1: 2,220 shares; 2025Q2: 2,252 shares; 2025Q3: 2,254 shares; 2025Q4: 2,464 shares 2,464 $668K 0.04% +210 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: 6,595 shares; 2024Q4: 7,417 shares; 2025Q1: 7,636 shares; 2025Q2: 7,680 shares; 2025Q3: 7,051 shares; 2025Q4: 6,999 shares 6,999 $667K 0.04% -52 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 5,875 shares; 2025Q1: 5,936 shares; 2025Q2: 4,348 shares; 2025Q3: 6,313 shares; 2025Q4: 7,179 shares 7,179 $664K 0.04% +866 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: 10,111 shares; 2024Q4: 10,584 shares; 2025Q1: 9,215 shares; 2025Q2: 7,969 shares; 2025Q3: 12,172 shares; 2025Q4: 13,444 shares 13,444 $662K 0.04% +1,272 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,234 shares; 2024Q4: 7,552 shares; 2025Q1: 7,578 shares; 2025Q2: 10,079 shares; 2025Q3: 7,253 shares; 2025Q4: 7,729 shares 7,729 $661K 0.04% +476 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: 7,929 shares; 2024Q4: 9,563 shares; 2025Q1: 9,193 shares; 2025Q2: 6,773 shares; 2025Q3: 9,947 shares; 2025Q4: 8,046 shares 8,046 $654K 0.03% -1,901 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: 958 shares; 2024Q4: 1,021 shares; 2025Q1: 1,114 shares; 2025Q2: 2,067 shares; 2025Q3: 2,163 shares; 2025Q4: 2,223 shares 2,223 $653K 0.03% +60 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: 2,342 shares; 2024Q4: not reported; 2025Q1: 5,884 shares; 2025Q2: 5,886 shares; 2025Q3: 3,885 shares; 2025Q4: 6,560 shares 6,560 $652K 0.03% +2,675 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 319 shares; 2025Q1: 275 shares; 2025Q2: 298 shares; 2025Q3: 591 shares; 2025Q4: 643 shares 643 $649K 0.03% +52 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: 1,364 shares; 2024Q4: 1,387 shares; 2025Q1: 2,507 shares; 2025Q2: 3,085 shares; 2025Q3: 2,481 shares; 2025Q4: 2,942 shares 2,942 $646K 0.03% +461 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,183 shares; 2024Q4: 20,587 shares; 2025Q1: 15,467 shares; 2025Q2: 22,789 shares; 2025Q3: 26,957 shares; 2025Q4: 25,944 shares 25,944 $646K 0.03% -1,013 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,225 shares; 2025Q1: 2,412 shares; 2025Q2: 2,208 shares; 2025Q3: 2,922 shares; 2025Q4: 2,217 shares 2,217 $640K 0.03% -705 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,452 shares; 2025Q1: 5,452 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares; 2025Q4: 10,904 shares 10,904 $632K 0.03% +5,452 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,249 shares; 2025Q1: 1,589 shares; 2025Q2: 1,563 shares; 2025Q3: 1,848 shares; 2025Q4: 1,782 shares 1,782 $625K 0.03% -66 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,048 shares; 2025Q1: 2,518 shares; 2025Q2: 2,512 shares; 2025Q3: 2,695 shares; 2025Q4: 2,991 shares 2,991 $615K 0.03% +296 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,014 shares; 2024Q4: 8,648 shares; 2025Q1: 8,712 shares; 2025Q2: 8,322 shares; 2025Q3: 8,313 shares; 2025Q4: 8,299 shares 8,299 $610K 0.03% -14 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: 2,115 shares; 2024Q4: not reported; 2025Q1: 3,844 shares; 2025Q2: 3,648 shares; 2025Q3: 7,343 shares; 2025Q4: 5,176 shares 5,176 $607K 0.03% -2,167 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 2,815 shares; 2025Q1: 3,011 shares; 2025Q2: 3,011 shares; 2025Q3: 4,378 shares; 2025Q4: 4,386 shares 4,386 $605K 0.03% +8 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,224 shares; 2025Q2: 2,170 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares 4,180 $600K 0.03% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,724 shares; 2025Q4: 20,340 shares 20,340 $586K 0.03% +6,616 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,986 shares; 2024Q4: 9,476 shares; 2025Q1: 7,253 shares; 2025Q2: 7,074 shares; 2025Q3: 5,560 shares; 2025Q4: 7,916 shares 7,916 $582K 0.03% +2,356 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: 1,705 shares; 2024Q4: 1,688 shares; 2025Q1: 1,740 shares; 2025Q2: 1,976 shares; 2025Q3: 2,035 shares; 2025Q4: 1,651 shares 1,651 $580K 0.03% -384 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,035 shares; 2025Q1: 1,140 shares; 2025Q2: 1,353 shares; 2025Q3: 1,901 shares; 2025Q4: 1,960 shares 1,960 $580K 0.03% +59 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,216 shares; 2025Q1: 3,360 shares; 2025Q2: 4,215 shares; 2025Q3: 4,090 shares; 2025Q4: 8,198 shares 8,198 $573K 0.03% +4,108 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,989 shares; 2025Q3: 2,518 shares; 2025Q4: 4,276 shares 4,276 $568K 0.03% +1,758 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,819 shares; 2025Q1: 1,835 shares; 2025Q2: 2,171 shares; 2025Q3: 2,121 shares; 2025Q4: 2,018 shares 2,018 $563K 0.03% -103 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,444 shares; 2025Q1: 1,438 shares; 2025Q2: 1,397 shares; 2025Q3: 1,275 shares; 2025Q4: 1,136 shares 1,136 $557K 0.03% -139 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,406 shares; 2025Q1: 4,162 shares; 2025Q2: 3,467 shares; 2025Q3: 5,784 shares; 2025Q4: 5,031 shares 5,031 $555K 0.03% -753 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,028 shares; 2025Q2: 2,466 shares; 2025Q3: 2,856 shares; 2025Q4: 2,705 shares 2,705 $555K 0.03% -151 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 18,723 shares; 2025Q1: 18,618 shares; 2025Q2: 18,618 shares; 2025Q3: 18,618 shares; 2025Q4: 18,692 shares 18,692 $553K 0.03% +74 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 2,002 shares 2,002 $551K 0.03% +237 Timeline FVD 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: 16,008 shares; 2024Q4: 15,268 shares; 2025Q1: 14,861 shares; 2025Q2: 13,587 shares; 2025Q3: 12,578 shares; 2025Q4: 11,744 shares 11,744 $541K 0.03% -834 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,630 shares; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: not reported; 2025Q4: 9,118 shares 9,118 $534K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 9,422 shares; 2025Q1: 10,097 shares; 2025Q2: 8,432 shares; 2025Q3: 8,375 shares; 2025Q4: 10,445 shares 10,445 $530K 0.03% +2,070 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 3,451 shares; 2025Q3: 4,206 shares; 2025Q4: 3,897 shares 3,897 $530K 0.03% -309 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: 410 shares; 2024Q4: 424 shares; 2025Q1: 323 shares; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: 686 shares 686 $530K 0.03% -227 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: 1,387 shares; 2024Q4: 1,202 shares; 2025Q1: 1,765 shares; 2025Q2: 1,020 shares; 2025Q3: 2,680 shares; 2025Q4: 2,164 shares 2,164 $524K 0.03% -516 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: not reported; 2025Q1: 2,961 shares; 2025Q2: 3,259 shares; 2025Q3: 7,539 shares; 2025Q4: 5,397 shares 5,397 $518K 0.03% -2,142 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: 5,342 shares; 2024Q4: 7,963 shares; 2025Q1: 8,490 shares; 2025Q2: 12,670 shares; 2025Q3: 8,097 shares; 2025Q4: 9,557 shares 9,557 $516K 0.03% +1,460 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,966 shares; 2024Q4: 9,069 shares; 2025Q1: 7,881 shares; 2025Q2: 7,772 shares; 2025Q3: 7,656 shares; 2025Q4: 7,656 shares 7,656 $515K 0.03% 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: 4,788 shares; 2024Q4: 4,788 shares; 2025Q1: 4,788 shares; 2025Q2: 4,788 shares; 2025Q3: 4,788 shares; 2025Q4: 4,788 shares 4,788 $511K 0.03% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,536 shares; 2024Q4: 9,908 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,856 shares; 2025Q4: 18,788 shares 18,788 $509K 0.03% +1,932 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,182 shares; 2025Q1: 1,271 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,761 shares 1,761 $509K 0.03% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 8,109 shares; 2025Q1: 8,109 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares 5,854 $505K 0.03% 0 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: 2,129 shares; 2024Q4: 2,986 shares; 2025Q1: 2,722 shares; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares 2,373 $503K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: not reported; 2025Q3: 4,517 shares; 2025Q4: 4,670 shares 4,670 $500K 0.03% +153 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: 2,356 shares; 2024Q4: 2,261 shares; 2025Q1: 3,327 shares; 2025Q2: 3,975 shares; 2025Q3: 3,215 shares; 2025Q4: 3,086 shares 3,086 $500K 0.03% -129 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,602 shares; 2025Q1: 1,501 shares; 2025Q2: 1,410 shares; 2025Q3: 1,515 shares; 2025Q4: 1,416 shares 1,416 $500K 0.03% -99 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: 2,374 shares; 2024Q4: 2,248 shares; 2025Q1: 2,663 shares; 2025Q2: 2,588 shares; 2025Q3: 2,886 shares; 2025Q4: 3,114 shares 3,114 $498K 0.03% +228 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 636 shares; 2025Q1: 992 shares; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,054 shares 1,054 $495K 0.03% +30 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 10,935 shares; 2025Q1: 10,910 shares; 2025Q2: 10,591 shares; 2025Q3: 10,638 shares; 2025Q4: 10,686 shares 10,686 $495K 0.03% +48 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 8,600 shares; 2025Q1: 11,473 shares; 2025Q2: 8,628 shares; 2025Q3: 5,870 shares; 2025Q4: 12,790 shares 12,790 $491K 0.03% +6,920 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,246 shares; 2025Q3: 5,271 shares; 2025Q4: 5,964 shares 5,964 $489K 0.03% +693 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 6,411 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 3,564 shares 3,564 $488K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 14,140 shares; 2025Q1: 15,766 shares; 2025Q2: 19,062 shares; 2025Q3: 17,537 shares; 2025Q4: 17,745 shares 17,745 $488K 0.03% +208 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,211 shares; 2025Q1: 1,728 shares; 2025Q2: 937 shares; 2025Q3: 1,998 shares; 2025Q4: 1,560 shares 1,560 $488K 0.03% -438 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: 1,333 shares; 2024Q4: 1,412 shares; 2025Q1: 1,448 shares; 2025Q2: 1,729 shares; 2025Q3: 1,812 shares; 2025Q4: 1,487 shares 1,487 $482K 0.03% -325 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: 557 shares; 2024Q4: 612 shares; 2025Q1: 635 shares; 2025Q2: 725 shares; 2025Q3: 739 shares; 2025Q4: 706 shares 706 $478K 0.03% -33 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,398 shares; 2025Q2: not reported; 2025Q3: 1,349 shares; 2025Q4: 1,671 shares 1,671 $473K 0.03% +322 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 1,537 shares; 2025Q1: 1,538 shares; 2025Q2: 1,804 shares; 2025Q3: 1,849 shares; 2025Q4: 1,796 shares 1,796 $471K 0.03% -53 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,404 shares; 2024Q4: 6,424 shares; 2025Q1: 5,704 shares; 2025Q2: 8,784 shares; 2025Q3: not reported; 2025Q4: 11,288 shares 11,288 $471K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 2,221 shares; 2025Q1: 2,263 shares; 2025Q2: 2,351 shares; 2025Q3: 2,089 shares; 2025Q4: 2,264 shares 2,264 $471K 0.02% +175 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 2,283 shares 2,283 $471K 0.02% +1,210 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,722 shares; 2025Q1: 4,722 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares 4,722 $470K 0.02% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,077 shares; 2025Q4: 2,065 shares 2,065 $465K 0.02% -12 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,215 shares; 2025Q2: 1,621 shares; 2025Q3: 2,087 shares; 2025Q4: 2,047 shares 2,047 $464K 0.02% -40 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,834 shares; 2025Q4: 4,369 shares 4,369 $461K 0.02% -4,465 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,249 shares; 2025Q1: 4,810 shares; 2025Q2: 4,951 shares; 2025Q3: 3,803 shares; 2025Q4: 4,098 shares 4,098 $460K 0.02% +295 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,619 shares; 2025Q1: 1,550 shares; 2025Q2: 2,121 shares; 2025Q3: 2,241 shares; 2025Q4: 2,247 shares 2,247 $456K 0.02% +6 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,219 shares; 2024Q4: not reported; 2025Q1: 32,743 shares; 2025Q2: 32,969 shares; 2025Q3: 35,633 shares; 2025Q4: 34,700 shares 34,700 $455K 0.02% -933 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 4,331 shares; 2025Q1: 4,478 shares; 2025Q2: 4,122 shares; 2025Q3: 5,180 shares; 2025Q4: 4,901 shares 4,901 $451K 0.02% -279 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 4,674 shares; 2025Q1: 4,875 shares; 2025Q2: 4,535 shares; 2025Q3: 5,232 shares; 2025Q4: 5,672 shares 5,672 $439K 0.02% +440 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: 2,547 shares; 2024Q4: 2,397 shares; 2025Q1: 1,736 shares; 2025Q2: 2,028 shares; 2025Q3: 2,622 shares; 2025Q4: 2,097 shares 2,097 $438K 0.02% -525 Timeline ESGD 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: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 4,597 shares; 2025Q4: 4,597 shares 4,597 $437K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,853 shares; 2024Q4: 8,853 shares; 2025Q1: 8,853 shares; 2025Q2: 7,854 shares; 2025Q3: 8,248 shares; 2025Q4: 7,660 shares 7,660 $435K 0.02% -588 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: 26,889 shares; 2024Q4: 25,881 shares; 2025Q1: 24,725 shares; 2025Q2: 21,276 shares; 2025Q3: 20,817 shares; 2025Q4: 14,540 shares 14,540 $435K 0.02% -6,277 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: 6,876 shares; 2024Q4: 10,466 shares; 2025Q1: 9,150 shares; 2025Q2: 12,221 shares; 2025Q3: 14,322 shares; 2025Q4: 11,972 shares 11,972 $434K 0.02% -2,350 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,721 shares; 2025Q1: 2,340 shares; 2025Q2: 1,918 shares; 2025Q3: 3,152 shares; 2025Q4: 3,358 shares 3,358 $433K 0.02% +206 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,221 shares; 2025Q1: 2,046 shares; 2025Q2: 1,744 shares; 2025Q3: 1,735 shares; 2025Q4: 1,774 shares 1,774 $431K 0.02% +39 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,589 shares; 2025Q1: 1,741 shares; 2025Q2: 1,900 shares; 2025Q3: 1,878 shares; 2025Q4: 1,552 shares 1,552 $427K 0.02% -326 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 567 shares; 2025Q1: 491 shares; 2025Q2: 643 shares; 2025Q3: 562 shares; 2025Q4: 556 shares 556 $426K 0.02% -6 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: 6,082 shares; 2024Q4: 6,082 shares; 2025Q1: 6,082 shares; 2025Q2: 5,772 shares; 2025Q3: 4,741 shares; 2025Q4: 9,517 shares 9,517 $425K 0.02% +4,776 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 905 shares; 2025Q1: 1,011 shares; 2025Q2: 875 shares; 2025Q3: 1,416 shares; 2025Q4: 1,281 shares 1,281 $421K 0.02% -135 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 5,503 shares; 2025Q1: 5,503 shares; 2025Q2: 5,503 shares; 2025Q3: 5,503 shares; 2025Q4: 5,481 shares 5,481 $418K 0.02% -22 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,905 shares; 2025Q4: 2,894 shares 2,894 $417K 0.02% -11 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 4,360 shares; 2025Q1: not reported; 2025Q2: 7,444 shares; 2025Q3: 10,746 shares; 2025Q4: 8,945 shares 8,945 $416K 0.02% -1,801 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 617 shares; 2025Q1: 565 shares; 2025Q2: 533 shares; 2025Q3: 537 shares; 2025Q4: 719 shares 719 $413K 0.02% +182 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,379 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,142 shares; 2025Q4: 9,986 shares 9,986 $411K 0.02% +2,844 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 24,061 shares; 2025Q3: 30,344 shares; 2025Q4: 32,917 shares 32,917 $410K 0.02% +2,573 Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 2,543 shares; 2025Q3: 2,957 shares; 2025Q4: 4,229 shares 4,229 $409K 0.02% +1,272 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,213 shares; 2024Q4: 15,388 shares; 2025Q1: 17,416 shares; 2025Q2: 16,460 shares; 2025Q3: 15,027 shares; 2025Q4: 23,636 shares 23,636 $408K 0.02% +8,609 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 851 shares; 2025Q2: 1,086 shares; 2025Q3: 1,060 shares; 2025Q4: 869 shares 869 $408K 0.02% -191 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 319 shares; 2025Q1: 402 shares; 2025Q2: 404 shares; 2025Q3: 282 shares; 2025Q4: 306 shares 306 $407K 0.02% +24 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 858 shares; 2025Q2: 597 shares; 2025Q3: 452 shares; 2025Q4: 1,407 shares 1,407 $404K 0.02% +955 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,682 shares 7,682 $404K 0.02% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,840 shares 4,840 $404K 0.02% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $402K 0.02% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,189 shares; 2024Q4: 12,189 shares; 2025Q1: 12,189 shares; 2025Q2: 12,189 shares; 2025Q3: 12,189 shares; 2025Q4: 12,189 shares 12,189 $399K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,584 shares; 2025Q4: 3,530 shares 3,530 $398K 0.02% +946 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 2,231 shares; 2025Q1: 2,141 shares; 2025Q2: 2,274 shares; 2025Q3: 2,369 shares; 2025Q4: 2,562 shares 2,562 $396K 0.02% +193 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,794 shares; 2025Q4: 13,979 shares 13,979 $395K 0.02% +1,185 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,077 shares; 2024Q4: 10,137 shares; 2025Q1: 10,137 shares; 2025Q2: 10,137 shares; 2025Q3: 10,137 shares; 2025Q4: 10,137 shares 10,137 $394K 0.02% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,983 shares; 2025Q4: 9,983 shares 9,983 $387K 0.02% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,563 shares; 2024Q4: 17,298 shares; 2025Q1: 16,576 shares; 2025Q2: 14,699 shares; 2025Q3: 16,499 shares; 2025Q4: 16,499 shares 16,499 $385K 0.02% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,717 shares; 2025Q1: 1,338 shares; 2025Q2: 1,277 shares; 2025Q3: 1,112 shares; 2025Q4: 1,066 shares 1,066 $384K 0.02% -46 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: not reported; 2024Q4: 804 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,227 shares 1,227 $381K 0.02% new 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: not reported; 2024Q4: 2,478 shares; 2025Q1: 2,808 shares; 2025Q2: 2,876 shares; 2025Q3: 3,027 shares; 2025Q4: 3,460 shares 3,460 $379K 0.02% +433 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 790 shares; 2025Q1: 966 shares; 2025Q2: 790 shares; 2025Q3: 1,697 shares; 2025Q4: 1,121 shares 1,121 $377K 0.02% -576 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: 1,691 shares; 2024Q4: 1,704 shares; 2025Q1: 1,818 shares; 2025Q2: 2,260 shares; 2025Q3: 5,164 shares; 2025Q4: 2,311 shares 2,311 $376K 0.02% -2,853 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 875 shares; 2025Q3: 787 shares; 2025Q4: 1,110 shares 1,110 $375K 0.02% +323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 633 shares; 2025Q4: 602 shares 602 $375K 0.02% -31 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: 24,978 shares 24,978 $375K 0.02% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,553 shares; 2025Q4: 1,865 shares 1,865 $372K 0.02% +312 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,199 shares; 2024Q4: 5,199 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 5,199 shares 5,199 $371K 0.02% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,110 shares; 2025Q4: 6,724 shares 6,724 $371K 0.02% +2,614 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: not reported; 2025Q4: 878 shares 878 $371K 0.02% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,118 shares; 2025Q1: 4,128 shares; 2025Q2: 4,143 shares; 2025Q3: 4,701 shares; 2025Q4: 4,711 shares 4,711 $371K 0.02% +10 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,899 shares; 2024Q4: 11,899 shares; 2025Q1: 11,899 shares; 2025Q2: 11,899 shares; 2025Q3: 14,321 shares; 2025Q4: 14,321 shares 14,321 $364K 0.02% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 2,960 shares 2,960 $364K 0.02% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,324 shares; 2024Q4: 19,809 shares; 2025Q1: 19,804 shares; 2025Q2: 18,244 shares; 2025Q3: 18,780 shares; 2025Q4: 18,780 shares 18,780 $363K 0.02% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,391 shares; 2025Q4: 9,463 shares 9,463 $363K 0.02% +4,072 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,880 shares; 2025Q4: 1,987 shares 1,987 $362K 0.02% +107 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,226 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares 3,226 $361K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,514 shares; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares 4,249 $360K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,390 shares; 2025Q4: 2,042 shares 2,042 $359K 0.02% -348 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,569 shares; 2025Q4: 6,148 shares 6,148 $359K 0.02% +1,579 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,061 shares; 2025Q4: 7,963 shares 7,963 $357K 0.02% +2,902 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,754 shares; 2025Q1: 1,628 shares; 2025Q2: 1,775 shares; 2025Q3: 1,978 shares; 2025Q4: 1,443 shares 1,443 $356K 0.02% -535 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: 8,064 shares; 2024Q4: 9,588 shares; 2025Q1: 9,735 shares; 2025Q2: 9,741 shares; 2025Q3: 10,458 shares; 2025Q4: 9,388 shares 9,388 $347K 0.02% -1,070 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,785 shares; 2025Q4: 3,445 shares 3,445 $347K 0.02% +660 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 723 shares; 2025Q1: 708 shares; 2025Q2: 751 shares; 2025Q3: 1,162 shares; 2025Q4: 896 shares 896 $343K 0.02% -266 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: not reported; 2025Q1: 327 shares; 2025Q2: not reported; 2025Q3: 454 shares; 2025Q4: 417 shares 417 $338K 0.02% -37 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: not reported; 2025Q1: 2,630 shares; 2025Q2: 2,893 shares; 2025Q3: 1,537 shares; 2025Q4: 2,582 shares 2,582 $337K 0.02% +1,045 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440 shares 2,440 $337K 0.02% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 5,473 shares; 2025Q3: 5,473 shares; 2025Q4: 6,247 shares 6,247 $336K 0.02% +774 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 2,842 shares; 2025Q1: 2,789 shares; 2025Q2: 2,553 shares; 2025Q3: 2,694 shares; 2025Q4: 2,659 shares 2,659 $333K 0.02% -35 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares 4,108 $332K 0.02% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,440 shares; 2025Q1: 5,272 shares; 2025Q2: 5,813 shares; 2025Q3: 7,218 shares; 2025Q4: 7,278 shares 7,278 $331K 0.02% +60 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 3,516 shares; 2025Q2: 6,377 shares; 2025Q3: 4,079 shares; 2025Q4: 3,789 shares 3,789 $330K 0.02% -290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,531 shares; 2025Q4: 1,614 shares 1,614 $330K 0.02% +83 Timeline FOCL EDAP TMS S A More: the full row for EDAP TMS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $329K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,690 shares 1,690 $327K 0.02% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,293 shares 2,293 $324K 0.02% new Timeline FOXA FOX CORP More: the full row for FOX 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: 4,397 shares 4,397 $321K 0.02% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,850 shares 1,850 $321K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,550 shares; 2025Q1: 3,467 shares; 2025Q2: 4,631 shares; 2025Q3: not reported; 2025Q4: 2,412 shares 2,412 $320K 0.02% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,274 shares; 2025Q4: 2,119 shares 2,119 $316K 0.02% -155 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 2,430 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,288 shares 2,288 $315K 0.02% new 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: not reported; 2024Q4: 2,849 shares; 2025Q1: not reported; 2025Q2: 3,654 shares; 2025Q3: not reported; 2025Q4: 3,901 shares 3,901 $313K 0.02% new Timeline SPGM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,081 shares; 2025Q4: 4,081 shares 4,081 $313K 0.02% 0 Timeline XSLV 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: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares 6,750 $313K 0.02% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA 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: 4,641 shares 4,641 $313K 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,764 shares; 2025Q1: 1,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,519 shares 1,519 $312K 0.02% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 979 shares; 2025Q2: 1,108 shares; 2025Q3: 1,020 shares; 2025Q4: 1,213 shares 1,213 $311K 0.02% +193 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 722 shares; 2025Q3: 1,114 shares; 2025Q4: 1,374 shares 1,374 $307K 0.02% +260 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,123 shares 6,123 $306K 0.02% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: not reported; 2025Q1: 5,158 shares; 2025Q2: 5,062 shares; 2025Q3: 6,492 shares; 2025Q4: 5,326 shares 5,326 $306K 0.02% -1,166 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,815 shares; 2024Q4: 10,995 shares; 2025Q1: 14,616 shares; 2025Q2: 17,888 shares; 2025Q3: 28,060 shares; 2025Q4: 17,610 shares 17,610 $306K 0.02% -10,450 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,919 shares; 2025Q3: 2,533 shares; 2025Q4: 1,892 shares 1,892 $305K 0.02% -641 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: not reported; 2025Q4: 1,674 shares 1,674 $304K 0.02% new Timeline VTEI 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: 4,510 shares; 2024Q4: 4,510 shares; 2025Q1: 4,510 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares 2,984 $301K 0.02% 0 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,003 shares; 2025Q4: 14,476 shares 14,476 $300K 0.02% +2,473 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,462 shares; 2025Q3: 4,590 shares; 2025Q4: 5,086 shares 5,086 $299K 0.02% +496 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: not reported; 2025Q2: 1,059 shares; 2025Q3: not reported; 2025Q4: 1,029 shares 1,029 $298K 0.02% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,072 shares; 2025Q3: not reported; 2025Q4: 5,601 shares 5,601 $297K 0.02% new Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,691 shares; 2025Q1: 3,691 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,691 shares 3,691 $296K 0.02% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,849 shares; 2025Q4: 2,692 shares 2,692 $292K 0.02% -1,157 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: 1,249 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,015 shares 2,015 $292K 0.02% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,293 shares; 2025Q4: 2,329 shares 2,329 $291K 0.02% +36 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: 361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 351 shares; 2025Q3: 445 shares; 2025Q4: 320 shares 320 $290K 0.02% -125 Timeline WAT WATERS CORP More: the full row for WATERS 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: 755 shares 755 $287K 0.02% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares 1,412 $282K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,709 shares 2,709 $281K 0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 12,174 shares; 2025Q3: 13,089 shares; 2025Q4: 15,674 shares 15,674 $278K 0.01% +2,585 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 2,062 shares; 2025Q1: 2,032 shares; 2025Q2: 2,840 shares; 2025Q3: 3,718 shares; 2025Q4: 2,700 shares 2,700 $278K 0.01% -1,018 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,516 shares 1,516 $277K 0.01% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,642 shares; 2025Q4: 4,136 shares 4,136 $277K 0.01% -2,506 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,382 shares; 2025Q1: 2,663 shares; 2025Q2: 2,649 shares; 2025Q3: 2,636 shares; 2025Q4: 4,098 shares 4,098 $275K 0.01% +1,462 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 913 shares 913 $275K 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: 806 shares 806 $274K 0.01% new Timeline QMMM HOLDINGS LTD QMMM HOLDINGS LTD More: the full row for QMMM HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares 2,276 $272K 0.01% 0 OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,984 shares; 2025Q3: 3,865 shares; 2025Q4: 3,110 shares 3,110 $272K 0.01% -755 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,149 shares 4,149 $271K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,325 shares 2,325 $268K 0.01% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,408 shares; 2025Q4: 2,408 shares 2,408 $267K 0.01% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 1,236 shares; 2025Q4: 1,519 shares 1,519 $265K 0.01% +283 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,440 shares; 2024Q4: 28,699 shares; 2025Q1: 29,176 shares; 2025Q2: 28,874 shares; 2025Q3: 36,009 shares; 2025Q4: 36,083 shares 36,083 $264K 0.01% +74 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: 5,946 shares; 2024Q4: 9,280 shares; 2025Q1: 8,047 shares; 2025Q2: 9,313 shares; 2025Q3: 8,129 shares; 2025Q4: 4,579 shares 4,579 $264K 0.01% -3,550 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: not reported; 2024Q4: not reported; 2025Q1: 2,916 shares; 2025Q2: 3,689 shares; 2025Q3: 2,786 shares; 2025Q4: 3,080 shares 3,080 $263K 0.01% +294 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares 3,247 $262K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,342 shares 1,342 $261K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares 1,842 $260K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,583 shares; 2025Q3: 2,664 shares; 2025Q4: 1,595 shares 1,595 $260K 0.01% -1,069 Timeline ESGE 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: 5,876 shares; 2025Q4: 5,876 shares 5,876 $260K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,113 shares 16,113 $259K 0.01% new Timeline CMA COMERICA INC More: the full row for COMERICA 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: 3,093 shares; 2025Q4: 2,975 shares 2,975 $259K 0.01% -118 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: not reported; 2024Q4: 1,328 shares; 2025Q1: 1,235 shares; 2025Q2: 1,326 shares; 2025Q3: 842 shares; 2025Q4: 942 shares 942 $257K 0.01% +100 Timeline IUSG 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: 1,480 shares; 2024Q4: 1,495 shares; 2025Q1: 1,562 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,532 shares 1,532 $257K 0.01% -40 Timeline YETI YETI HLDGS INC More: the full row for YETI 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: 6,038 shares; 2025Q4: 5,822 shares 5,822 $257K 0.01% -216 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 2,094 shares; 2025Q1: 1,598 shares; 2025Q2: not reported; 2025Q3: 1,317 shares; 2025Q4: 1,591 shares 1,591 $256K 0.01% +274 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,027 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,430 shares; 2025Q4: 9,106 shares 9,106 $255K 0.01% -324 Timeline CWI 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 7,067 shares; 2025Q3: 7,067 shares; 2025Q4: 7,067 shares 7,067 $254K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,484 shares; 2024Q4: 12,484 shares; 2025Q1: 12,484 shares; 2025Q2: 27,512 shares; 2025Q3: 27,512 shares; 2025Q4: 12,484 shares 12,484 $253K 0.01% -15,028 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: not reported; 2024Q4: not reported; 2025Q1: 6,929 shares; 2025Q2: not reported; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares 5,250 $252K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,766 shares; 2025Q3: 2,960 shares; 2025Q4: 2,047 shares 2,047 $252K 0.01% -913 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,185 shares; 2025Q1: 2,997 shares; 2025Q2: 3,319 shares; 2025Q3: 3,551 shares; 2025Q4: 3,722 shares 3,722 $251K 0.01% +171 Timeline ADVISOR MANAGED PORTFOLIOS ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 5,518 shares; 2025Q1: 5,518 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 5,371 shares 5,371 $251K 0.01% -147 MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 606 shares; 2025Q1: 585 shares; 2025Q2: 548 shares; 2025Q3: not reported; 2025Q4: 488 shares 488 $249K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares 1,275 $249K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: not reported; 2025Q4: 1,298 shares 1,298 $244K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,332 shares; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares 2,332 $243K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 5,759 shares; 2025Q1: 5,856 shares; 2025Q2: 5,536 shares; 2025Q3: 7,394 shares; 2025Q4: 4,769 shares 4,769 $243K 0.01% -2,625 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,037 shares 1,037 $243K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,724 shares; 2024Q4: not reported; 2025Q1: 8,556 shares; 2025Q2: 8,883 shares; 2025Q3: 9,766 shares; 2025Q4: 9,443 shares 9,443 $242K 0.01% -323 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,139 shares; 2024Q4: 6,216 shares; 2025Q1: 6,121 shares; 2025Q2: 5,790 shares; 2025Q3: 4,928 shares; 2025Q4: 4,827 shares 4,827 $242K 0.01% -101 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 495 shares; 2025Q3: not reported; 2025Q4: 1,149 shares 1,149 $240K 0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY 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: 2,167 shares 2,167 $239K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,813 shares; 2025Q3: 3,463 shares; 2025Q4: 3,537 shares 3,537 $237K 0.01% +74 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: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 2,087 shares; 2025Q3: 1,746 shares; 2025Q4: 1,525 shares 1,525 $236K 0.01% -221 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,425 shares; 2024Q4: 11,639 shares; 2025Q1: 11,639 shares; 2025Q2: 7,387 shares; 2025Q3: 7,387 shares; 2025Q4: 5,387 shares 5,387 $236K 0.01% -2,000 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: not reported; 2025Q3: 1,915 shares; 2025Q4: 1,845 shares 1,845 $235K 0.01% -70 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: 4,388 shares; 2024Q4: 4,388 shares; 2025Q1: 4,388 shares; 2025Q2: 4,388 shares; 2025Q3: 4,294 shares; 2025Q4: 4,294 shares 4,294 $235K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares 1,078 $231K 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545 shares 545 $230K 0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,292 shares; 2025Q1: 5,848 shares; 2025Q2: 5,454 shares; 2025Q3: 5,970 shares; 2025Q4: 5,651 shares 5,651 $228K 0.01% -319 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 1,810 shares; 2025Q4: 1,717 shares 1,717 $227K 0.01% -93 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 7,446 shares 7,446 $227K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares 2,165 $227K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 372 shares 372 $225K 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,462 shares; 2025Q3: not reported; 2025Q4: 4,136 shares 4,136 $224K 0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 924 shares 924 $222K 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 1,935 shares; 2025Q1: 1,880 shares; 2025Q2: 1,509 shares; 2025Q3: 1,296 shares; 2025Q4: 1,239 shares 1,239 $217K 0.01% -57 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,944 shares; 2024Q4: 14,160 shares; 2025Q1: 14,160 shares; 2025Q2: 14,160 shares; 2025Q3: 19,450 shares; 2025Q4: 18,501 shares 18,501 $217K 0.01% -949 Timeline FTLS 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: not reported; 2024Q4: 3,040 shares; 2025Q1: not reported; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares 3,040 $216K 0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 4,608 shares 4,608 $215K 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,909 shares; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: 3,637 shares; 2025Q4: 2,193 shares 2,193 $214K 0.01% -1,444 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $213K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 951 shares; 2025Q4: 951 shares 951 $212K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,700 shares; 2024Q4: not reported; 2025Q1: 13,101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,239 shares 10,239 $211K 0.01% new 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: 2,633 shares; 2024Q4: 2,918 shares; 2025Q1: 2,918 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares 2,633 $211K 0.01% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares 4,725 $211K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 808 shares 808 $211K 0.01% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 967 shares 967 $210K 0.01% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 6,900 shares 6,900 $208K 0.01% -1,600 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,866 shares; 2025Q4: 1,305 shares 1,305 $208K 0.01% -561 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,193 shares 4,193 $206K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,045 shares; 2025Q1: 3,260 shares; 2025Q2: not reported; 2025Q3: 4,185 shares; 2025Q4: 5,049 shares 5,049 $203K 0.01% +864 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,038 shares 1,038 $201K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,570 shares; 2025Q1: 2,297 shares; 2025Q2: 2,566 shares; 2025Q3: 3,138 shares; 2025Q4: 1,559 shares 1,559 $201K 0.01% -1,579 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: 3,680 shares; 2024Q4: 3,780 shares; 2025Q1: 4,052 shares; 2025Q2: 6,000 shares; 2025Q3: 7,383 shares; 2025Q4: 4,998 shares 4,998 $201K 0.01% -2,385 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,031 shares; 2024Q4: 10,742 shares; 2025Q1: 10,607 shares; 2025Q2: 10,848 shares; 2025Q3: 15,716 shares; 2025Q4: 12,381 shares 12,381 $196K 0.01% -3,335 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares 1,616 $184K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares 1,338 $176K 0.01% 0 Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,729 shares; 2025Q1: 4,729 shares; 2025Q2: 4,729 shares; 2025Q3: 4,729 shares; 2025Q4: 4,729 shares 4,729 $173K 0.01% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,762 shares; 2025Q4: 1,762 shares 1,762 $172K 0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 13,556 shares; 2025Q4: 12,516 shares 12,516 $168K 0.01% -1,040 Timeline IWN 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: 709 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 894 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $168K 0.01% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,329 shares; 2025Q4: 3,329 shares 3,329 $166K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 4,425 shares; 2025Q1: 4,425 shares; 2025Q2: 6,127 shares; 2025Q3: 6,207 shares; 2025Q4: 6,274 shares 6,274 $165K 0.01% +67 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares 2,077 $161K 0.01% 0 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares 2,453 $159K 0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,548 shares; 2024Q4: 6,202 shares; 2025Q1: 5,677 shares; 2025Q2: 5,492 shares; 2025Q3: 5,492 shares; 2025Q4: 2,901 shares 2,901 $159K 0.01% -2,591 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 893 shares 893 $158K 0.01% +181 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $150K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 314 shares 314 $139K 0.01% +248 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: 768 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 474 shares; 2025Q4: 948 shares 948 $136K 0.01% +474 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: 2,030 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,385 shares; 2025Q4: 2,030 shares 2,030 $134K 0.01% -355 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,703 shares 1,703 $132K 0.01% +17 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,735 shares; 2025Q1: 2,735 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares 2,735 $132K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,526 shares; 2024Q4: 23,683 shares; 2025Q1: 23,683 shares; 2025Q2: 23,683 shares; 2025Q3: 24,681 shares; 2025Q4: 24,681 shares 24,681 $131K 0.01% 0 Timeline BIZD 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: 36,650 shares; 2024Q4: 36,650 shares; 2025Q1: 36,650 shares; 2025Q2: 20,804 shares; 2025Q3: 20,804 shares; 2025Q4: 9,154 shares 9,154 $130K 0.01% -11,650 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC 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: 10,267 shares; 2025Q3: 10,267 shares; 2025Q4: 10,267 shares 10,267 $129K 0.01% 0 Timeline IYC 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: 1,240 shares 1,240 $128K 0.01% new Timeline VTHR 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares 420 $126K 0.01% 0 Timeline