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: 338,866 shares; 2024Q4: 304,513 shares; 2025Q1: 298,174 shares; 2025Q2: 321,686 shares; 2025Q3: 324,717 shares; 2025Q4: 300,690 shares 300,690 $24.4M 4.61% -24,027 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: 64,594 shares; 2024Q4: 63,378 shares; 2025Q1: 65,286 shares; 2025Q2: 67,395 shares; 2025Q3: 68,450 shares; 2025Q4: 69,941 shares 69,941 $20.3M 3.83% +1,491 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: 64,633 shares; 2024Q4: 62,594 shares; 2025Q1: 67,119 shares; 2025Q2: 70,328 shares; 2025Q3: 70,976 shares; 2025Q4: 71,749 shares 71,749 $18.5M 3.5% +773 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: 103,037 shares; 2024Q4: 101,058 shares; 2025Q1: 101,714 shares; 2025Q2: 95,159 shares; 2025Q3: 94,481 shares; 2025Q4: 94,396 shares 94,396 $18.1M 3.42% -85 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: 171,918 shares; 2024Q4: 184,109 shares; 2025Q1: 171,506 shares; 2025Q2: 185,390 shares; 2025Q3: 188,805 shares; 2025Q4: 188,405 shares 188,405 $16.9M 3.18% -400 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,713 shares; 2024Q4: 138,442 shares; 2025Q1: 130,967 shares; 2025Q2: 183,149 shares; 2025Q3: 204,188 shares; 2025Q4: 167,191 shares 167,191 $16.7M 3.16% -36,997 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,666 shares; 2024Q4: 143,021 shares; 2025Q1: 158,104 shares; 2025Q2: 162,049 shares; 2025Q3: 157,356 shares; 2025Q4: 158,730 shares 158,730 $16.2M 3.06% +1,374 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: 54,551 shares; 2024Q4: 48,979 shares; 2025Q1: 47,803 shares; 2025Q2: 47,081 shares; 2025Q3: 46,773 shares; 2025Q4: 43,268 shares 43,268 $11.8M 2.22% -3,505 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: 25,232 shares; 2024Q4: 25,849 shares; 2025Q1: 25,730 shares; 2025Q2: 25,689 shares; 2025Q3: 25,991 shares; 2025Q4: 26,026 shares 26,026 $11.7M 2.21% +35 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: 84,349 shares; 2024Q4: 84,478 shares; 2025Q1: 83,665 shares; 2025Q2: 78,470 shares; 2025Q3: 77,619 shares; 2025Q4: 78,414 shares 78,414 $10.9M 2.06% +795 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: 29,327 shares; 2024Q4: 28,927 shares; 2025Q1: 29,345 shares; 2025Q2: 29,086 shares; 2025Q3: 30,167 shares; 2025Q4: 30,995 shares 30,995 $10.4M 1.96% +828 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,305 shares; 2024Q4: 148,787 shares; 2025Q1: 153,868 shares; 2025Q2: 140,787 shares; 2025Q3: 138,264 shares; 2025Q4: 134,077 shares 134,077 $10.2M 1.92% -4,187 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,441 shares; 2024Q4: 144,529 shares; 2025Q1: 121,342 shares; 2025Q2: 106,568 shares; 2025Q3: 112,795 shares; 2025Q4: 197,655 shares 197,655 $9.98M 1.88% +84,860 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: 152,073 shares; 2024Q4: 159,023 shares; 2025Q1: 154,325 shares; 2025Q2: 175,235 shares; 2025Q3: 177,656 shares; 2025Q4: 176,178 shares 176,178 $9.47M 1.79% -1,478 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,148 shares; 2024Q4: 107,356 shares; 2025Q1: 102,970 shares; 2025Q2: 113,184 shares; 2025Q3: 112,493 shares; 2025Q4: 109,906 shares 109,906 $9.05M 1.71% -2,587 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,462 shares; 2024Q4: 99,417 shares; 2025Q1: 102,899 shares; 2025Q2: 83,621 shares; 2025Q3: 81,353 shares; 2025Q4: 78,893 shares 78,893 $8.82M 1.67% -2,460 Timeline VCIT 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: 63,007 shares; 2024Q4: 90,497 shares; 2025Q1: 88,658 shares; 2025Q2: 89,152 shares; 2025Q3: 89,430 shares; 2025Q4: 91,377 shares 91,377 $7.65M 1.45% +1,947 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: 53,910 shares; 2024Q4: 53,584 shares; 2025Q1: 53,058 shares; 2025Q2: 54,248 shares; 2025Q3: 53,442 shares; 2025Q4: 52,538 shares 52,538 $7.54M 1.42% -904 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,801 shares; 2024Q4: 14,719 shares; 2025Q1: 15,113 shares; 2025Q2: 16,020 shares; 2025Q3: 16,294 shares; 2025Q4: 15,584 shares 15,584 $7.54M 1.42% -710 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,085 shares; 2024Q4: 50,542 shares; 2025Q1: 51,111 shares; 2025Q2: 46,934 shares; 2025Q3: 46,531 shares; 2025Q4: 46,893 shares 46,893 $7.27M 1.37% +362 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,393 shares; 2024Q4: 92,725 shares; 2025Q1: 92,420 shares; 2025Q2: 92,268 shares; 2025Q3: 93,548 shares; 2025Q4: 95,521 shares 95,521 $7.08M 1.34% +1,973 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,684 shares; 2024Q4: 166,947 shares; 2025Q1: 163,963 shares; 2025Q2: 150,905 shares; 2025Q3: 146,153 shares; 2025Q4: 139,420 shares 139,420 $7.05M 1.33% -6,733 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: 19,598 shares; 2024Q4: 17,793 shares; 2025Q1: 19,221 shares; 2025Q2: 21,029 shares; 2025Q3: 18,589 shares; 2025Q4: 20,744 shares 20,744 $6.51M 1.23% +2,155 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: 8,659 shares; 2024Q4: 11,839 shares; 2025Q1: 8,699 shares; 2025Q2: 8,716 shares; 2025Q3: 8,732 shares; 2025Q4: 8,749 shares 8,749 $5.97M 1.13% +17 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: 83,929 shares; 2024Q4: 87,459 shares; 2025Q1: 83,255 shares; 2025Q2: 93,812 shares; 2025Q3: 92,012 shares; 2025Q4: 86,183 shares 86,183 $5.79M 1.09% -5,829 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,066 shares; 2024Q4: 58,223 shares; 2025Q1: 51,449 shares; 2025Q2: 44,727 shares; 2025Q3: 42,945 shares; 2025Q4: 115,748 shares 115,748 $5.77M 1.09% +72,803 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,716 shares; 2024Q4: 110,622 shares; 2025Q1: 109,816 shares; 2025Q2: 112,673 shares; 2025Q3: 115,766 shares; 2025Q4: 119,131 shares 119,131 $5.76M 1.09% +3,365 Timeline RSPT 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: 144,335 shares; 2024Q4: 141,278 shares; 2025Q1: 147,901 shares; 2025Q2: 135,721 shares; 2025Q3: 132,583 shares; 2025Q4: 125,946 shares 125,946 $5.73M 1.08% -6,637 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,649 shares; 2024Q4: 22,225 shares; 2025Q1: 20,939 shares; 2025Q2: 20,105 shares; 2025Q3: 20,242 shares; 2025Q4: 19,176 shares 19,176 $5.52M 1.04% -1,066 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,445 shares; 2024Q4: 36,359 shares; 2025Q1: 35,721 shares; 2025Q2: 39,834 shares; 2025Q3: 39,019 shares; 2025Q4: 38,262 shares 38,262 $5.48M 1.04% -757 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: 51,258 shares; 2024Q4: 100,561 shares; 2025Q1: 48,735 shares; 2025Q2: 75,377 shares; 2025Q3: 88,963 shares; 2025Q4: 53,298 shares 53,298 $5.35M 1.01% -35,665 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: 25,731 shares; 2024Q4: 28,097 shares; 2025Q1: 29,236 shares; 2025Q2: 29,909 shares; 2025Q3: 29,821 shares; 2025Q4: 28,110 shares 28,110 $5.24M 0.99% -1,711 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: 17,129 shares; 2024Q4: 17,135 shares; 2025Q1: 17,490 shares; 2025Q2: 17,939 shares; 2025Q3: 18,189 shares; 2025Q4: 17,943 shares 17,943 $4.14M 0.78% -246 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: 19,541 shares; 2025Q4: 54,648 shares 54,648 $4.12M 0.78% +35,107 Timeline VMBS 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: 68,222 shares; 2024Q4: 88,466 shares; 2025Q1: 89,598 shares; 2025Q2: 84,034 shares; 2025Q3: 85,245 shares; 2025Q4: 86,497 shares 86,497 $4.07M 0.77% +1,252 Timeline VWOB 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: 54,299 shares; 2024Q4: 55,383 shares; 2025Q1: 54,263 shares; 2025Q2: 55,937 shares; 2025Q3: 56,840 shares; 2025Q4: 57,458 shares 57,458 $3.87M 0.73% +618 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 21,037 shares; 2025Q1: 21,065 shares; 2025Q2: 21,454 shares; 2025Q3: 17,687 shares; 2025Q4: 16,985 shares 16,985 $3.84M 0.73% -702 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,696 shares; 2024Q4: 252,335 shares; 2025Q1: 263,785 shares; 2025Q2: 276,485 shares; 2025Q3: 292,885 shares; 2025Q4: 409,885 shares 409,885 $3.8M 0.72% +117,000 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: 11,308 shares; 2024Q4: 10,806 shares; 2025Q1: 10,768 shares; 2025Q2: 12,213 shares; 2025Q3: 12,198 shares; 2025Q4: 11,666 shares 11,666 $3.65M 0.69% -532 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: 10,180 shares; 2024Q4: 10,134 shares; 2025Q1: 10,034 shares; 2025Q2: 9,991 shares; 2025Q3: 9,981 shares; 2025Q4: 9,823 shares 9,823 $3.17M 0.6% -158 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,852 shares; 2024Q4: 56,881 shares; 2025Q1: 56,615 shares; 2025Q2: 59,307 shares; 2025Q3: 60,693 shares; 2025Q4: 62,769 shares 62,769 $3.1M 0.59% +2,076 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,114 shares; 2024Q4: 36,303 shares; 2025Q1: 33,022 shares; 2025Q2: 29,572 shares; 2025Q3: 30,501 shares; 2025Q4: 30,665 shares 30,665 $3.08M 0.58% +164 Timeline JCPI 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: 62,215 shares; 2024Q4: 58,547 shares; 2025Q1: 59,138 shares; 2025Q2: 57,180 shares; 2025Q3: 58,548 shares; 2025Q4: 60,279 shares 60,279 $2.9M 0.55% +1,731 Timeline JPST 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: 79,437 shares; 2024Q4: 74,196 shares; 2025Q1: 63,370 shares; 2025Q2: 53,579 shares; 2025Q3: 55,671 shares; 2025Q4: 54,815 shares 54,815 $2.77M 0.52% -856 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: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 3,766 shares 3,766 $2.58M 0.49% -900 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,914 shares; 2024Q4: 28,515 shares; 2025Q1: 28,731 shares; 2025Q2: 25,772 shares; 2025Q3: 26,505 shares; 2025Q4: 26,589 shares 26,589 $2.55M 0.48% +84 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,418 shares; 2024Q4: 23,625 shares; 2025Q1: 23,961 shares; 2025Q2: 24,393 shares; 2025Q3: 24,864 shares; 2025Q4: 25,535 shares 25,535 $2.4M 0.45% +671 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,311 shares; 2024Q4: 58,336 shares; 2025Q1: 55,138 shares; 2025Q2: 55,794 shares; 2025Q3: 56,683 shares; 2025Q4: 57,637 shares 57,637 $2.37M 0.45% +954 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,208 shares; 2024Q4: 24,744 shares; 2025Q1: 25,076 shares; 2025Q2: 25,158 shares; 2025Q3: 29,413 shares; 2025Q4: 40,190 shares 40,190 $2.36M 0.45% +10,777 Timeline IAGG 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: 41,969 shares; 2024Q4: 40,509 shares; 2025Q1: 43,125 shares; 2025Q2: 43,907 shares; 2025Q3: 45,645 shares; 2025Q4: 45,482 shares 45,482 $2.27M 0.43% -163 Timeline JPIE 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: 34,312 shares; 2024Q4: 47,696 shares; 2025Q1: 48,415 shares; 2025Q2: 45,960 shares; 2025Q3: 47,298 shares; 2025Q4: 48,392 shares 48,392 $2.24M 0.42% +1,094 Timeline DFGR 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: 55,551 shares; 2024Q4: 72,353 shares; 2025Q1: 73,337 shares; 2025Q2: 80,118 shares; 2025Q3: 82,448 shares; 2025Q4: 84,556 shares 84,556 $2.23M 0.42% +2,108 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,129 shares; 2025Q1: 2,139 shares; 2025Q2: 2,151 shares; 2025Q3: 2,145 shares; 2025Q4: 1,996 shares 1,996 $2.15M 0.41% -149 Timeline VAW 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: 11,117 shares; 2024Q4: 11,287 shares; 2025Q1: 11,920 shares; 2025Q2: 10,336 shares; 2025Q3: 10,247 shares; 2025Q4: 10,225 shares 10,225 $2.12M 0.4% -22 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,486 shares; 2025Q1: 9,239 shares; 2025Q2: 11,154 shares; 2025Q3: 11,488 shares; 2025Q4: 11,271 shares 11,271 $2.03M 0.38% -217 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: 6,048 shares; 2024Q4: 6,283 shares; 2025Q1: 6,387 shares; 2025Q2: 6,303 shares; 2025Q3: 6,364 shares; 2025Q4: 5,773 shares 5,773 $2M 0.38% -591 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: 24,745 shares; 2024Q4: 37,602 shares; 2025Q1: 39,794 shares; 2025Q2: 37,903 shares; 2025Q3: 38,792 shares; 2025Q4: 38,745 shares 38,745 $1.95M 0.37% -47 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,998 shares; 2024Q4: 18,848 shares; 2025Q1: 19,331 shares; 2025Q2: 18,994 shares; 2025Q3: 19,408 shares; 2025Q4: 19,834 shares 19,834 $1.88M 0.36% +426 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: 32,388 shares; 2024Q4: 31,045 shares; 2025Q1: 30,055 shares; 2025Q2: 24,777 shares; 2025Q3: 24,841 shares; 2025Q4: 25,042 shares 25,042 $1.84M 0.35% +201 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: 20,238 shares; 2024Q4: 19,869 shares; 2025Q1: 19,519 shares; 2025Q2: 21,215 shares; 2025Q3: 19,963 shares; 2025Q4: 19,466 shares 19,466 $1.81M 0.34% -497 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: 9,343 shares; 2024Q4: 9,126 shares; 2025Q1: 9,136 shares; 2025Q2: 9,118 shares; 2025Q3: 8,808 shares; 2025Q4: 9,284 shares 9,284 $1.81M 0.34% +476 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: 2,854 shares; 2024Q4: 2,801 shares; 2025Q1: 2,861 shares; 2025Q2: 2,841 shares; 2025Q3: 2,835 shares; 2025Q4: 2,707 shares 2,707 $1.79M 0.34% -128 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: 2,040 shares; 2024Q4: 2,019 shares; 2025Q1: 2,017 shares; 2025Q2: 1,950 shares; 2025Q3: 1,941 shares; 2025Q4: 19,016 shares 19,016 $1.78M 0.34% +17,075 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR 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: 9,971 shares; 2025Q4: 20,958 shares 20,958 $1.77M 0.33% +10,987 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,004 shares; 2024Q4: 35,378 shares; 2025Q1: 32,231 shares; 2025Q2: 33,372 shares; 2025Q3: 32,156 shares; 2025Q4: 29,189 shares 29,189 $1.76M 0.33% -2,967 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: 26,026 shares; 2024Q4: 28,525 shares; 2025Q1: 28,444 shares; 2025Q2: 28,054 shares; 2025Q3: 28,698 shares; 2025Q4: 27,117 shares 27,117 $1.69M 0.32% -1,581 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: 6,603 shares; 2024Q4: 6,603 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares; 2025Q4: 6,581 shares 6,581 $1.62M 0.31% +1 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 19,672 shares; 2025Q1: 10,000 shares; 2025Q2: 24,282 shares; 2025Q3: 37,038 shares; 2025Q4: 37,038 shares 37,038 $1.58M 0.3% 0 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.29% 0 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,848 shares; 2024Q4: 25,641 shares; 2025Q1: 25,701 shares; 2025Q2: 27,950 shares; 2025Q3: 30,864 shares; 2025Q4: 33,161 shares 33,161 $1.48M 0.28% +2,297 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,369 shares; 2025Q1: 1,381 shares; 2025Q2: 1,340 shares; 2025Q3: 1,364 shares; 2025Q4: 1,363 shares 1,363 $1.46M 0.28% -1 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: 8,431 shares; 2024Q4: 8,237 shares; 2025Q1: 8,094 shares; 2025Q2: 8,097 shares; 2025Q3: 8,648 shares; 2025Q4: 8,212 shares 8,212 $1.46M 0.28% -436 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,086 shares; 2024Q4: 18,143 shares; 2025Q1: 18,045 shares; 2025Q2: 18,064 shares; 2025Q3: 18,064 shares; 2025Q4: 18,592 shares 18,592 $1.43M 0.27% +528 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: 7,541 shares; 2024Q4: 9,347 shares; 2025Q1: 9,739 shares; 2025Q2: 9,924 shares; 2025Q3: 10,352 shares; 2025Q4: 10,536 shares 10,536 $1.43M 0.27% +184 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 3,939 shares; 2025Q1: 3,803 shares; 2025Q2: 3,934 shares; 2025Q3: 4,696 shares; 2025Q4: 4,685 shares 4,685 $1.42M 0.27% -11 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: 6,881 shares; 2024Q4: 6,772 shares; 2025Q1: 6,735 shares; 2025Q2: 6,878 shares; 2025Q3: 6,910 shares; 2025Q4: 6,841 shares 6,841 $1.42M 0.27% -69 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: 4,453 shares; 2024Q4: 4,356 shares; 2025Q1: 4,430 shares; 2025Q2: 4,440 shares; 2025Q3: 3,897 shares; 2025Q4: 3,806 shares 3,806 $1.41M 0.27% -91 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: 1,193 shares; 2025Q1: 1,206 shares; 2025Q2: 1,205 shares; 2025Q3: 1,208 shares; 2025Q4: 1,233 shares 1,233 $1.32M 0.25% +25 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: 17,539 shares; 2024Q4: 17,460 shares; 2025Q1: 17,457 shares; 2025Q2: 17,428 shares; 2025Q3: 17,413 shares; 2025Q4: 17,117 shares 17,117 $1.32M 0.25% -296 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: 6,790 shares; 2024Q4: 6,791 shares; 2025Q1: 6,956 shares; 2025Q2: 6,317 shares; 2025Q3: 6,157 shares; 2025Q4: 6,157 shares 6,157 $1.29M 0.24% 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: 35,437 shares; 2024Q4: 33,675 shares; 2025Q1: 37,679 shares; 2025Q2: 36,002 shares; 2025Q3: 36,556 shares; 2025Q4: 36,444 shares 36,444 $1.19M 0.23% -112 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: 3,427 shares; 2024Q4: 3,407 shares; 2025Q1: 3,374 shares; 2025Q2: 3,377 shares; 2025Q3: 3,381 shares; 2025Q4: 3,396 shares 3,396 $1.19M 0.22% +15 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: 3,588 shares; 2024Q4: 3,455 shares; 2025Q1: 3,309 shares; 2025Q2: 3,241 shares; 2025Q3: 3,791 shares; 2025Q4: 5,310 shares 5,310 $1.15M 0.22% +1,519 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,923 shares; 2024Q4: 18,112 shares; 2025Q1: 16,820 shares; 2025Q2: 16,786 shares; 2025Q3: 16,730 shares; 2025Q4: 16,768 shares 16,768 $1.15M 0.22% +38 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,371 shares; 2025Q1: 1,361 shares; 2025Q2: 1,362 shares; 2025Q3: 1,360 shares; 2025Q4: 1,328 shares 1,328 $1.15M 0.22% -32 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: 2,319 shares; 2024Q4: 2,301 shares; 2025Q1: 2,247 shares; 2025Q2: 2,243 shares; 2025Q3: 2,316 shares; 2025Q4: 2,278 shares 2,278 $1.15M 0.22% -38 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,693 shares; 2025Q3: 35,675 shares; 2025Q4: 26,024 shares 26,024 $1.13M 0.21% -9,651 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,223 shares; 2025Q1: 7,014 shares; 2025Q2: 7,155 shares; 2025Q3: 7,874 shares; 2025Q4: 8,928 shares 8,928 $1.12M 0.21% +1,054 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: 14,117 shares; 2024Q4: 13,884 shares; 2025Q1: 14,250 shares; 2025Q2: 14,260 shares; 2025Q3: 14,102 shares; 2025Q4: 11,025 shares 11,025 $1.1M 0.21% -3,077 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: 10,547 shares; 2024Q4: 10,490 shares; 2025Q1: 10,581 shares; 2025Q2: 10,531 shares; 2025Q3: 10,554 shares; 2025Q4: 10,399 shares 10,399 $1.09M 0.21% -155 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: 7,753 shares; 2024Q4: 7,718 shares; 2025Q1: 7,755 shares; 2025Q2: 7,763 shares; 2025Q3: 7,718 shares; 2025Q4: 7,534 shares 7,534 $1.08M 0.2% -184 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,606 shares; 2025Q1: 6,574 shares; 2025Q2: 6,500 shares; 2025Q3: 7,576 shares; 2025Q4: 7,464 shares 7,464 $1.06M 0.2% -112 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,955 shares; 2024Q4: 22,523 shares; 2025Q1: 17,768 shares; 2025Q2: 17,766 shares; 2025Q3: 18,435 shares; 2025Q4: 11,552 shares 11,552 $1.06M 0.2% -6,883 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: 8,166 shares; 2024Q4: 7,847 shares; 2025Q1: 8,021 shares; 2025Q2: 8,120 shares; 2025Q3: 8,019 shares; 2025Q4: 7,620 shares 7,620 $1.05M 0.2% -399 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: 4,620 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares 4,622 $1.02M 0.19% 0 Timeline CWB 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: 16,832 shares; 2024Q4: 10,832 shares; 2025Q1: 11,574 shares; 2025Q2: 11,635 shares; 2025Q3: 11,487 shares; 2025Q4: 11,251 shares 11,251 $1M 0.19% -236 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: 12,775 shares; 2024Q4: 12,549 shares; 2025Q1: 12,650 shares; 2025Q2: 12,808 shares; 2025Q3: 12,838 shares; 2025Q4: 12,537 shares 12,537 $986K 0.19% -301 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: 12,024 shares; 2024Q4: 11,864 shares; 2025Q1: 12,259 shares; 2025Q2: 12,251 shares; 2025Q3: 12,693 shares; 2025Q4: 10,674 shares 10,674 $981K 0.19% -2,019 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: 4,312 shares; 2025Q1: 4,322 shares; 2025Q2: 4,448 shares; 2025Q3: 4,283 shares; 2025Q4: 4,284 shares 4,284 $970K 0.18% +1 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: 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 $947K 0.18% 0 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: 13,652 shares; 2024Q4: 13,427 shares; 2025Q1: 13,254 shares; 2025Q2: 13,275 shares; 2025Q3: 13,261 shares; 2025Q4: 12,804 shares 12,804 $941K 0.18% -457 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: 7,800 shares; 2024Q4: 7,661 shares; 2025Q1: 7,973 shares; 2025Q2: 8,036 shares; 2025Q3: 6,342 shares; 2025Q4: 6,095 shares 6,095 $939K 0.18% -247 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,090 shares 16,090 $939K 0.18% new 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: 7,965 shares; 2024Q4: 7,970 shares; 2025Q1: 8,018 shares; 2025Q2: 7,263 shares; 2025Q3: 7,275 shares; 2025Q4: 7,307 shares 7,307 $931K 0.18% +32 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: 7,961 shares; 2024Q4: 7,871 shares; 2025Q1: 7,688 shares; 2025Q2: 7,713 shares; 2025Q3: 7,669 shares; 2025Q4: 7,642 shares 7,642 $920K 0.17% -27 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: 13,443 shares; 2024Q4: 13,519 shares; 2025Q1: 13,543 shares; 2025Q2: 14,006 shares; 2025Q3: 14,031 shares; 2025Q4: 14,474 shares 14,474 $904K 0.17% +443 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 12,830 shares; 2025Q1: 12,897 shares; 2025Q2: 12,983 shares; 2025Q3: 12,618 shares; 2025Q4: 9,047 shares 9,047 $903K 0.17% -3,571 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES 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: 12,000 shares; 2025Q3: 139,854 shares; 2025Q4: 96,888 shares 96,888 $903K 0.17% -42,966 Timeline PFF 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: 26,588 shares; 2024Q4: 23,870 shares; 2025Q1: 25,668 shares; 2025Q2: 27,233 shares; 2025Q3: 27,443 shares; 2025Q4: 28,388 shares 28,388 $879K 0.17% +945 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW 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: 23,777 shares 23,777 $871K 0.16% new 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: 3,507 shares; 2024Q4: 3,491 shares; 2025Q1: 3,401 shares; 2025Q2: 3,438 shares; 2025Q3: 3,455 shares; 2025Q4: 3,403 shares 3,403 $827K 0.16% -52 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: 4,023 shares; 2024Q4: 3,154 shares; 2025Q1: 3,166 shares; 2025Q2: 3,176 shares; 2025Q3: 3,182 shares; 2025Q4: 3,066 shares 3,066 $812K 0.15% -116 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,260 shares; 2025Q1: 2,286 shares; 2025Q2: 2,359 shares; 2025Q3: 7,400 shares; 2025Q4: 6,613 shares 6,613 $812K 0.15% -787 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: 3,817 shares; 2024Q4: 4,131 shares; 2025Q1: 4,180 shares; 2025Q2: 3,847 shares; 2025Q3: 3,837 shares; 2025Q4: 3,744 shares 3,744 $801K 0.15% -93 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: 2,457 shares; 2024Q4: 2,423 shares; 2025Q1: 2,403 shares; 2025Q2: 2,397 shares; 2025Q3: 2,398 shares; 2025Q4: 2,369 shares 2,369 $775K 0.15% -29 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: 18,332 shares; 2024Q4: 18,330 shares; 2025Q1: 18,761 shares; 2025Q2: 19,376 shares; 2025Q3: 19,332 shares; 2025Q4: 19,391 shares 19,391 $768K 0.15% +59 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,761 shares; 2024Q4: 7,538 shares; 2025Q1: 4,932 shares; 2025Q2: 4,789 shares; 2025Q3: 5,180 shares; 2025Q4: 5,288 shares 5,288 $760K 0.14% +108 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: 36,780 shares; 2024Q4: 36,063 shares; 2025Q1: 35,202 shares; 2025Q2: 34,825 shares; 2025Q3: 34,682 shares; 2025Q4: 31,935 shares 31,935 $744K 0.14% -2,747 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 6,909 shares; 2025Q1: 6,983 shares; 2025Q2: 10,519 shares; 2025Q3: 8,839 shares; 2025Q4: 9,351 shares 9,351 $723K 0.14% +512 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,927 shares; 2024Q4: 16,274 shares; 2025Q1: 16,767 shares; 2025Q2: 13,579 shares; 2025Q3: 13,927 shares; 2025Q4: 14,193 shares 14,193 $716K 0.14% +266 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: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,802 shares 1,802 $714K 0.13% -58 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares 1,328 $694K 0.13% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 10,223 shares; 2025Q1: 10,233 shares; 2025Q2: 11,005 shares; 2025Q3: 11,316 shares; 2025Q4: 11,422 shares 11,422 $690K 0.13% +106 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124 $664K 0.13% 0 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: 37,127 shares; 2024Q4: 36,422 shares; 2025Q1: 35,759 shares; 2025Q2: 35,383 shares; 2025Q3: 35,127 shares; 2025Q4: 34,131 shares 34,131 $660K 0.12% -996 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,099 shares; 2025Q1: 2,121 shares; 2025Q2: 2,122 shares; 2025Q3: 2,130 shares; 2025Q4: 2,140 shares 2,140 $659K 0.12% +10 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: 15,870 shares; 2024Q4: 15,461 shares; 2025Q1: 15,421 shares; 2025Q2: 15,093 shares; 2025Q3: 15,115 shares; 2025Q4: 14,214 shares 14,214 $658K 0.12% -901 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: 4,925 shares; 2024Q4: 24,829 shares; 2025Q1: 24,648 shares; 2025Q2: 25,299 shares; 2025Q3: 25,262 shares; 2025Q4: 25,094 shares 25,094 $642K 0.12% -168 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: 5,923 shares; 2024Q4: 5,820 shares; 2025Q1: 5,743 shares; 2025Q2: 5,710 shares; 2025Q3: 5,695 shares; 2025Q4: 5,660 shares 5,660 $631K 0.12% -35 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: 50,869 shares; 2024Q4: 51,132 shares; 2025Q1: 52,195 shares; 2025Q2: 52,364 shares; 2025Q3: 53,176 shares; 2025Q4: 53,442 shares 53,442 $627K 0.12% +266 Timeline RPG 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: 13,045 shares; 2024Q4: 13,045 shares; 2025Q1: 13,045 shares; 2025Q2: 13,045 shares; 2025Q3: 13,045 shares; 2025Q4: 13,045 shares 13,045 $609K 0.12% 0 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,187 shares 1,187 $606K 0.11% new 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: 40,919 shares; 2024Q4: 39,992 shares; 2025Q1: 39,701 shares; 2025Q2: 39,583 shares; 2025Q3: 39,583 shares; 2025Q4: 38,021 shares 38,021 $603K 0.11% -1,562 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: 6,106 shares; 2024Q4: 6,198 shares; 2025Q1: 6,200 shares; 2025Q2: 6,212 shares; 2025Q3: 6,212 shares; 2025Q4: 6,224 shares 6,224 $598K 0.11% +12 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: 1,785 shares; 2024Q4: 1,750 shares; 2025Q1: 1,749 shares; 2025Q2: 1,759 shares; 2025Q3: 1,760 shares; 2025Q4: 1,693 shares 1,693 $583K 0.11% -67 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,968 shares; 2024Q4: 19,954 shares; 2025Q1: 20,147 shares; 2025Q2: 20,158 shares; 2025Q3: 20,168 shares; 2025Q4: 20,183 shares 20,183 $575K 0.11% +15 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: 1,063 shares; 2024Q4: 1,056 shares; 2025Q1: 1,046 shares; 2025Q2: 1,039 shares; 2025Q3: 1,040 shares; 2025Q4: 991 shares 991 $566K 0.11% -49 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: 3,323 shares; 2024Q4: 3,331 shares; 2025Q1: 3,363 shares; 2025Q2: 3,367 shares; 2025Q3: 3,327 shares; 2025Q4: 3,286 shares 3,286 $562K 0.11% -41 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: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares 8,400 $554K 0.1% 0 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: 8,159 shares 8,159 $534K 0.1% new 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: 12,385 shares; 2024Q4: 12,091 shares; 2025Q1: 11,817 shares; 2025Q2: 11,632 shares; 2025Q3: 11,173 shares; 2025Q4: 10,469 shares 10,469 $533K 0.1% -704 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: 2,380 shares; 2024Q4: 2,317 shares; 2025Q1: 2,300 shares; 2025Q2: 2,305 shares; 2025Q3: 2,430 shares; 2025Q4: 2,323 shares 2,323 $531K 0.1% -107 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,751 shares; 2025Q2: 4,840 shares; 2025Q3: 4,858 shares; 2025Q4: 5,813 shares 5,813 $499K 0.09% +955 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,650 shares; 2024Q4: 211,640 shares; 2025Q1: 211,640 shares; 2025Q2: 211,533 shares; 2025Q3: 211,619 shares; 2025Q4: 211,619 shares 211,619 $497K 0.09% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,231 shares 6,231 $497K 0.09% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q3: 7,115 shares; 2025Q4: 5,636 shares 5,636 $490K 0.09% -1,479 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 7,350 shares; 2025Q1: 6,845 shares; 2025Q2: 5,001 shares; 2025Q3: 4,909 shares; 2025Q4: 5,204 shares 5,204 $484K 0.09% +295 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: 18,744 shares; 2024Q4: 18,035 shares; 2025Q1: 18,179 shares; 2025Q2: 18,049 shares; 2025Q3: 17,902 shares; 2025Q4: 17,155 shares 17,155 $480K 0.09% -747 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: 5,898 shares; 2024Q4: 17,808 shares; 2025Q1: 17,854 shares; 2025Q2: 17,898 shares; 2025Q3: 17,941 shares; 2025Q4: 17,988 shares 17,988 $472K 0.09% +47 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: 2,225 shares; 2024Q4: 2,202 shares; 2025Q1: 2,205 shares; 2025Q2: 2,193 shares; 2025Q3: 2,209 shares; 2025Q4: 2,143 shares 2,143 $459K 0.09% -66 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 5,022 shares; 2025Q2: 4,792 shares; 2025Q3: 5,209 shares; 2025Q4: 5,247 shares 5,247 $457K 0.09% +38 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: 1,739 shares; 2024Q4: 1,732 shares; 2025Q1: 1,698 shares; 2025Q2: 1,780 shares; 2025Q3: 1,777 shares; 2025Q4: 1,735 shares 1,735 $446K 0.08% -42 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: 3,647 shares; 2024Q4: 3,598 shares; 2025Q1: 3,429 shares; 2025Q2: 3,432 shares; 2025Q3: 2,924 shares; 2025Q4: 2,900 shares 2,900 $442K 0.08% -24 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM 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: 6,416 shares 6,416 $410K 0.08% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 6,234 shares 6,234 $408K 0.08% new 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: 1,895 shares; 2025Q4: 1,738 shares 1,738 $406K 0.08% -157 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,566 shares; 2025Q1: 6,750 shares; 2025Q2: 6,780 shares; 2025Q3: 6,942 shares; 2025Q4: 7,161 shares 7,161 $405K 0.08% +219 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: 17,516 shares; 2024Q4: 16,604 shares; 2025Q1: 16,563 shares; 2025Q2: 16,542 shares; 2025Q3: 16,316 shares; 2025Q4: 15,914 shares 15,914 $405K 0.08% -402 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,769 shares; 2025Q1: 5,769 shares; 2025Q2: 5,769 shares; 2025Q3: 5,769 shares; 2025Q4: 5,769 shares 5,769 $402K 0.08% 0 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: 2,924 shares; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: 2,924 shares 2,924 $400K 0.08% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,448 shares; 2025Q4: 1,392 shares 1,392 $397K 0.08% -56 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,622 shares; 2025Q1: 8,648 shares; 2025Q2: 8,419 shares; 2025Q3: 8,316 shares; 2025Q4: 8,194 shares 8,194 $397K 0.08% -122 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,569 shares; 2025Q1: 4,557 shares; 2025Q2: 4,504 shares; 2025Q3: 4,522 shares; 2025Q4: 4,527 shares 4,527 $390K 0.07% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 1,751 shares; 2025Q4: 1,768 shares 1,768 $374K 0.07% +17 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: 692 shares; 2024Q4: 687 shares; 2025Q1: 683 shares; 2025Q2: 659 shares; 2025Q3: 666 shares; 2025Q4: 642 shares 642 $372K 0.07% -24 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,176 shares; 2025Q3: 28,176 shares; 2025Q4: 20,382 shares 20,382 $370K 0.07% -7,794 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: 5,557 shares; 2024Q4: 5,492 shares; 2025Q1: 5,484 shares; 2025Q2: 5,517 shares; 2025Q3: 5,496 shares; 2025Q4: 5,267 shares 5,267 $368K 0.07% -229 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 7,950 shares; 2025Q1: 7,846 shares; 2025Q2: 8,224 shares; 2025Q3: 8,272 shares; 2025Q4: 8,265 shares 8,265 $368K 0.07% -7 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 4,368 shares; 2025Q1: 4,524 shares; 2025Q2: 4,654 shares; 2025Q3: 4,814 shares; 2025Q4: 4,726 shares 4,726 $366K 0.07% -88 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: 2,997 shares; 2024Q4: 2,976 shares; 2025Q1: 2,985 shares; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares; 2025Q4: 2,879 shares 2,879 $361K 0.07% -131 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: 1,227 shares; 2024Q4: 1,221 shares; 2025Q1: 1,218 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares 1,234 $358K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 547 shares 547 $358K 0.07% -10 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 11,088 shares; 2025Q1: 11,265 shares; 2025Q2: 10,475 shares; 2025Q3: 10,574 shares; 2025Q4: 10,202 shares 10,202 $354K 0.07% -372 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: 27,723 shares; 2024Q4: 16,162 shares; 2025Q1: not reported; 2025Q2: 1,779 shares; 2025Q3: 1,913 shares; 2025Q4: 1,987 shares 1,987 $353K 0.07% +74 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,849 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,889 shares; 2025Q4: 1,980 shares 1,980 $351K 0.07% +91 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,202 shares; 2025Q2: 10,364 shares; 2025Q3: 10,394 shares; 2025Q4: 7,723 shares 7,723 $348K 0.07% -2,671 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,236 shares 5,236 $348K 0.07% new Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 2,725 shares; 2025Q2: 2,624 shares; 2025Q3: 2,493 shares; 2025Q4: 2,309 shares 2,309 $347K 0.07% -184 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: 6,704 shares; 2024Q4: 13,843 shares; 2025Q1: 13,843 shares; 2025Q2: 13,932 shares; 2025Q3: 13,932 shares; 2025Q4: 14,326 shares 14,326 $344K 0.07% +394 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: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,288 shares; 2025Q2: 6,288 shares; 2025Q3: 6,288 shares; 2025Q4: 6,291 shares 6,291 $344K 0.07% +3 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: 6,185 shares; 2024Q4: 6,231 shares; 2025Q1: 6,387 shares; 2025Q2: 6,612 shares; 2025Q3: 6,905 shares; 2025Q4: 6,903 shares 6,903 $339K 0.06% -2 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,947 shares; 2025Q1: 3,014 shares; 2025Q2: 3,093 shares; 2025Q3: 3,156 shares; 2025Q4: 3,166 shares 3,166 $338K 0.06% +10 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: 45,261 shares; 2024Q4: 44,538 shares; 2025Q1: 44,980 shares; 2025Q2: 44,832 shares; 2025Q3: 45,507 shares; 2025Q4: 45,537 shares 45,537 $333K 0.06% +30 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: 447 shares; 2024Q4: 14,595 shares; 2025Q1: 612 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 537 shares 537 $330K 0.06% -74 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: 4,249 shares; 2024Q4: 4,249 shares; 2025Q1: 4,249 shares; 2025Q2: 3,249 shares; 2025Q3: 3,248 shares; 2025Q4: 2,720 shares 2,720 $327K 0.06% -528 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,586 shares; 2025Q2: 3,598 shares; 2025Q3: 3,758 shares; 2025Q4: 3,849 shares 3,849 $325K 0.06% +91 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,414 shares; 2025Q3: 8,412 shares; 2025Q4: 8,417 shares 8,417 $325K 0.06% +5 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: 868 shares; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 866 shares; 2025Q4: 866 shares 866 $323K 0.06% 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: 831 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 929 shares; 2025Q3: 927 shares; 2025Q4: 911 shares 911 $322K 0.06% -16 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,321 shares 8,321 $322K 0.06% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 1,071 shares; 2025Q1: 1,042 shares; 2025Q2: 954 shares; 2025Q3: 1,030 shares; 2025Q4: 971 shares 971 $321K 0.06% -59 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: 13,520 shares; 2024Q4: 13,238 shares; 2025Q1: 13,271 shares; 2025Q2: 13,290 shares; 2025Q3: 13,255 shares; 2025Q4: 12,804 shares 12,804 $318K 0.06% -451 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 848 shares 848 $313K 0.06% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,227 shares; 2025Q1: 4,311 shares; 2025Q2: 3,717 shares; 2025Q3: 3,954 shares; 2025Q4: 3,903 shares 3,903 $312K 0.06% -51 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,050 shares; 2025Q1: 1,059 shares; 2025Q2: 1,063 shares; 2025Q3: 1,065 shares; 2025Q4: 1,016 shares 1,016 $311K 0.06% -49 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: 5,918 shares; 2024Q4: 5,899 shares; 2025Q1: 5,793 shares; 2025Q2: 5,817 shares; 2025Q3: 5,817 shares; 2025Q4: 5,639 shares 5,639 $310K 0.06% -178 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY 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: 18,009 shares; 2025Q4: 15,923 shares 15,923 $306K 0.06% -2,086 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: 554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 515 shares; 2025Q4: 526 shares 526 $301K 0.06% +11 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: 452 shares; 2024Q4: 445 shares; 2025Q1: 456 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 447 shares 447 $296K 0.06% -4 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: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 2,771 shares 2,771 $296K 0.06% 0 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: 1,312 shares; 2024Q4: 1,303 shares; 2025Q1: 1,317 shares; 2025Q2: 1,300 shares; 2025Q3: 1,299 shares; 2025Q4: 1,258 shares 1,258 $291K 0.05% -41 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,731 shares; 2025Q3: 1,795 shares; 2025Q4: 1,912 shares 1,912 $288K 0.05% +117 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 3,062 shares 3,062 $288K 0.05% +17 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 934 shares; 2025Q3: 930 shares; 2025Q4: 901 shares 901 $287K 0.05% -29 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 23,000 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares 18,500 $282K 0.05% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 1,361 shares; 2025Q4: 1,342 shares 1,342 $281K 0.05% -19 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,304 shares; 2025Q2: 3,306 shares; 2025Q3: 3,307 shares; 2025Q4: 3,172 shares 3,172 $281K 0.05% -135 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,601 shares; 2024Q4: 44,812 shares; 2025Q1: 29,265 shares; 2025Q2: 29,340 shares; 2025Q3: 35,453 shares; 2025Q4: 35,899 shares 35,899 $279K 0.05% +446 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 3,801 shares; 2025Q3: 3,982 shares; 2025Q4: 4,313 shares 4,313 $277K 0.05% +331 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: 7,160 shares; 2024Q4: 7,106 shares; 2025Q1: 7,426 shares; 2025Q2: 7,442 shares; 2025Q3: 7,256 shares; 2025Q4: 6,780 shares 6,780 $274K 0.05% -476 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,113 shares; 2025Q4: 3,970 shares 3,970 $274K 0.05% -143 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 5,229 shares; 2025Q4: 1,142 shares 1,142 $271K 0.05% -4,087 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,535 shares; 2025Q1: 3,473 shares; 2025Q2: 3,424 shares; 2025Q3: 3,429 shares; 2025Q4: 3,479 shares 3,479 $270K 0.05% +50 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: not reported; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 956 shares; 2025Q3: 943 shares; 2025Q4: 902 shares 902 $267K 0.05% -41 Timeline SCHE 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: 7,697 shares; 2024Q4: 7,916 shares; 2025Q1: 7,916 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 8,150 shares 8,150 $267K 0.05% +225 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 912 shares; 2025Q1: 845 shares; 2025Q2: 788 shares; 2025Q3: 770 shares; 2025Q4: 792 shares 792 $266K 0.05% +22 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,707 shares; 2025Q1: 3,571 shares; 2025Q2: 3,646 shares; 2025Q3: 3,643 shares; 2025Q4: 3,580 shares 3,580 $266K 0.05% -63 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: 920 shares; 2024Q4: 915 shares; 2025Q1: 922 shares; 2025Q2: 963 shares; 2025Q3: 926 shares; 2025Q4: 925 shares 925 $266K 0.05% -1 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,425 shares 6,425 $264K 0.05% new Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 859 shares; 2025Q2: 927 shares; 2025Q3: 901 shares; 2025Q4: 909 shares 909 $263K 0.05% +8 Timeline IWC 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: 1,658 shares 1,658 $261K 0.05% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,640 shares; 2025Q1: 1,527 shares; 2025Q2: 1,314 shares; 2025Q3: 1,282 shares; 2025Q4: 1,288 shares 1,288 $256K 0.05% +6 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: 41,677 shares; 2024Q4: 42,437 shares; 2025Q1: 46,795 shares; 2025Q2: 47,587 shares; 2025Q3: 48,433 shares; 2025Q4: 48,152 shares 48,152 $255K 0.05% -281 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: 865 shares; 2024Q4: 832 shares; 2025Q1: 841 shares; 2025Q2: 844 shares; 2025Q3: 843 shares; 2025Q4: 801 shares 801 $255K 0.05% -42 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: 1,462 shares; 2024Q4: 1,456 shares; 2025Q1: 1,500 shares; 2025Q2: 1,499 shares; 2025Q3: 1,497 shares; 2025Q4: 1,462 shares 1,462 $254K 0.05% -35 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,227 shares; 2025Q1: 3,087 shares; 2025Q2: 3,181 shares; 2025Q3: 3,295 shares; 2025Q4: 3,307 shares 3,307 $249K 0.05% +12 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,799 shares; 2025Q1: 2,796 shares; 2025Q2: 2,801 shares; 2025Q3: 2,780 shares; 2025Q4: 2,739 shares 2,739 $246K 0.05% -41 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,315 shares 1,315 $243K 0.05% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,999 shares; 2025Q1: not reported; 2025Q2: 9,849 shares; 2025Q3: 9,900 shares; 2025Q4: 10,135 shares 10,135 $242K 0.05% +235 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 6,410 shares; 2025Q4: 6,561 shares 6,561 $237K 0.04% +151 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 2,026 shares; 2025Q1: 2,016 shares; 2025Q2: 1,922 shares; 2025Q3: 1,905 shares; 2025Q4: 1,849 shares 1,849 $236K 0.04% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 1,281 shares 1,281 $235K 0.04% +1 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: not reported; 2025Q2: 712 shares; 2025Q3: 711 shares; 2025Q4: 692 shares 692 $234K 0.04% -19 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,457 shares 7,457 $233K 0.04% new Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 892 shares; 2025Q1: 966 shares; 2025Q2: 978 shares; 2025Q3: 989 shares; 2025Q4: 998 shares 998 $232K 0.04% +9 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,180 shares; 2025Q4: 6,589 shares 6,589 $231K 0.04% +409 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: 3,109 shares; 2024Q4: 3,078 shares; 2025Q1: 3,006 shares; 2025Q2: 2,949 shares; 2025Q3: 2,976 shares; 2025Q4: 2,880 shares 2,880 $231K 0.04% -96 Timeline IX ORIX CORP More: the full row for ORIX 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: 8,077 shares; 2025Q4: 7,871 shares 7,871 $230K 0.04% -206 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,127 shares; 2025Q1: 1,096 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $229K 0.04% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,334 shares 1,334 $228K 0.04% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,064 shares 3,064 $227K 0.04% -23 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 3,445 shares; 2025Q4: 3,518 shares 3,518 $226K 0.04% +73 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 454 shares; 2025Q4: 387 shares 387 $225K 0.04% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 254 shares 254 $223K 0.04% -1 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: 1,147 shares; 2024Q4: 1,141 shares; 2025Q1: 1,132 shares; 2025Q2: 1,126 shares; 2025Q3: 1,123 shares; 2025Q4: 1,141 shares 1,141 $223K 0.04% +18 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,100 shares; 2025Q1: 1,065 shares; 2025Q2: 1,054 shares; 2025Q3: 1,056 shares; 2025Q4: 1,090 shares 1,090 $222K 0.04% +34 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,345 shares; 2025Q1: 5,348 shares; 2025Q2: 5,353 shares; 2025Q3: 5,358 shares; 2025Q4: 4,376 shares 4,376 $221K 0.04% -982 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: not reported; 2024Q4: not reported; 2025Q1: 3,553 shares; 2025Q2: 2,630 shares; 2025Q3: 2,740 shares; 2025Q4: 2,703 shares 2,703 $221K 0.04% -37 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: not reported; 2024Q4: 1,980 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,759 shares 1,759 $220K 0.04% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 451 shares 451 $220K 0.04% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,838 shares; 2025Q2: 5,058 shares; 2025Q3: not reported; 2025Q4: 5,176 shares 5,176 $219K 0.04% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,246 shares; 2025Q3: 1,152 shares; 2025Q4: 1,145 shares 1,145 $219K 0.04% -7 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,003 shares 2,003 $218K 0.04% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656 shares 1,656 $217K 0.04% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3,792 shares; 2025Q1: 3,684 shares; 2025Q2: 3,753 shares; 2025Q3: 3,902 shares; 2025Q4: 3,974 shares 3,974 $217K 0.04% +72 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS 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: 5,394 shares; 2025Q4: 5,289 shares 5,289 $217K 0.04% -105 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 890 shares 890 $217K 0.04% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625 shares; 2025Q4: 1,194 shares 1,194 $216K 0.04% -431 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,811 shares 5,811 $214K 0.04% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 4,687 shares 4,687 $214K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,836 shares; 2025Q4: 2,438 shares 2,438 $213K 0.04% -398 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS 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: 7,336 shares 7,336 $213K 0.04% new Timeline AA ALCOA CORP More: the full row for ALCOA 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: 3,997 shares 3,997 $212K 0.04% new Timeline MLRG 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: 2,248 shares; 2025Q4: 2,248 shares 2,248 $212K 0.04% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 954 shares 954 $212K 0.04% new Timeline XPO XPO INC More: the full row for XPO 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: 1,559 shares 1,559 $212K 0.04% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 621 shares; 2025Q1: 623 shares; 2025Q2: 636 shares; 2025Q3: 639 shares; 2025Q4: 571 shares 571 $211K 0.04% -68 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,618 shares; 2025Q3: 10,896 shares; 2025Q4: 11,468 shares 11,468 $211K 0.04% +572 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 10,734 shares; 2025Q1: 11,346 shares; 2025Q2: 11,425 shares; 2025Q3: 11,790 shares; 2025Q4: 12,040 shares 12,040 $211K 0.04% +250 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS 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: 2,543 shares; 2025Q3: 2,547 shares; 2025Q4: 2,532 shares 2,532 $210K 0.04% -15 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: 616 shares 616 $209K 0.04% new Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND 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: 3,863 shares 3,863 $209K 0.04% new 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: 6,067 shares; 2024Q4: 5,874 shares; 2025Q1: 5,512 shares; 2025Q2: 5,644 shares; 2025Q3: 5,277 shares; 2025Q4: 5,134 shares 5,134 $209K 0.04% -143 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: not reported; 2025Q4: 628 shares 628 $209K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares 237 $208K 0.04% new Timeline ENS ENERSYS More: the full row for ENERSYS 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: 1,413 shares 1,413 $207K 0.04% new Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 489 shares; 2025Q1: 538 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 526 shares 526 $207K 0.04% -37 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,073 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,940 shares 1,940 $206K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,584 shares; 2025Q1: 1,548 shares; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 1,436 shares 1,436 $206K 0.04% -41 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares 1,455 $205K 0.04% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: not reported; 2025Q3: 1,920 shares; 2025Q4: 1,678 shares 1,678 $205K 0.04% -242 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN 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: 5,679 shares; 2025Q3: 5,709 shares; 2025Q4: 5,687 shares 5,687 $205K 0.04% -22 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,074 shares; 2024Q4: 21,632 shares; 2025Q1: 22,265 shares; 2025Q2: 22,873 shares; 2025Q3: 22,953 shares; 2025Q4: 22,666 shares 22,666 $205K 0.04% -287 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,241 shares 3,241 $204K 0.04% new Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 682 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 599 shares 599 $203K 0.04% -11 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 2,990 shares; 2025Q4: 2,954 shares 2,954 $203K 0.04% -36 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: not reported; 2025Q1: 3,307 shares; 2025Q2: 3,477 shares; 2025Q3: 3,423 shares; 2025Q4: 3,163 shares 3,163 $203K 0.04% -260 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares 648 $202K 0.04% new Timeline MAC MACERICH CO More: the full row for MACERICH 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: 10,257 shares 10,257 $189K 0.04% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 11,840 shares; 2025Q1: 11,685 shares; 2025Q2: 12,604 shares; 2025Q3: 12,711 shares; 2025Q4: 11,741 shares 11,741 $183K 0.03% -970 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD 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: not reported; 2025Q4: 10,898 shares 10,898 $176K 0.03% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 18,505 shares 18,505 $172K 0.03% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,678 shares; 2024Q4: 43,175 shares; 2025Q1: 59,850 shares; 2025Q2: 10,185 shares; 2025Q3: 10,962 shares; 2025Q4: 12,607 shares 12,607 $167K 0.03% +1,645 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,617 shares; 2024Q4: 26,225 shares; 2025Q1: 26,791 shares; 2025Q2: 27,747 shares; 2025Q3: 26,241 shares; 2025Q4: 25,488 shares 25,488 $165K 0.03% -753 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,815 shares; 2024Q4: 22,708 shares; 2025Q1: 21,566 shares; 2025Q2: 21,291 shares; 2025Q3: 21,307 shares; 2025Q4: 20,961 shares 20,961 $162K 0.03% -346 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,629 shares; 2024Q4: 14,845 shares; 2025Q1: 15,227 shares; 2025Q2: 15,496 shares; 2025Q3: 15,551 shares; 2025Q4: 15,617 shares 15,617 $158K 0.03% +66 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 14,059 shares; 2025Q1: 16,644 shares; 2025Q2: 14,082 shares; 2025Q3: 23,796 shares; 2025Q4: 25,371 shares 25,371 $155K 0.03% +1,575 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 19,099 shares; 2025Q1: 19,345 shares; 2025Q2: 18,593 shares; 2025Q3: 18,567 shares; 2025Q4: 18,454 shares 18,454 $155K 0.03% -113 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY 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: 15,522 shares 15,522 $130K 0.02% new Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,196 shares; 2025Q4: 10,196 shares 10,196 $129K 0.02% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,457 shares; 2024Q4: 22,299 shares; 2025Q1: 27,823 shares; 2025Q2: 25,370 shares; 2025Q3: 24,259 shares; 2025Q4: 25,053 shares 25,053 $125K 0.02% +794 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: not reported; 2025Q3: not reported; 2025Q4: 10,901 shares 10,901 $113K 0.02% new Timeline NEOG NEOGEN CORP More: the full row for NEOGEN 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: 16,484 shares; 2025Q2: 13,275 shares; 2025Q3: 16,618 shares; 2025Q4: 15,853 shares 15,853 $111K 0.02% -765 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,811 shares; 2025Q1: 11,692 shares; 2025Q2: 11,575 shares; 2025Q3: 11,246 shares; 2025Q4: 11,334 shares 11,334 $109K 0.02% +88 Timeline BGC BGC GROUP INC More: the full row for BGC 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: 10,508 shares; 2025Q4: 10,814 shares 10,814 $96.6K 0.02% +306 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 10,339 shares; 2025Q1: 11,252 shares; 2025Q2: 11,989 shares; 2025Q3: 11,981 shares; 2025Q4: 11,760 shares 11,760 $58.7K 0.01% -221 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,059 shares; 2024Q4: 18,797 shares; 2025Q1: 18,005 shares; 2025Q2: 17,863 shares; 2025Q3: 18,362 shares; 2025Q4: 13,703 shares 13,703 $55.5K 0.01% -4,659 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,880 shares; 2024Q4: 18,526 shares; 2025Q1: 14,331 shares; 2025Q2: 10,713 shares; 2025Q3: 11,517 shares; 2025Q4: 11,526 shares 11,526 $52.4K 0.01% +9 Timeline