LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,182,648 shares; 2025Q1: 1,208,584 shares; 2025Q2: 1,218,487 shares; 2025Q3: 1,477,879 shares; 2025Q4: 1,498,616 shares 1,498,616 $1.62B 22.72% +20,737 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,188,446 shares; 2025Q1: 1,284,035 shares; 2025Q2: 1,280,491 shares; 2025Q3: 1,272,462 shares; 2025Q4: 1,271,364 shares 1,271,364 $882M 12.39% -1,098 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,409,733 shares; 2025Q1: 1,400,248 shares; 2025Q2: 1,385,768 shares; 2025Q3: 1,363,041 shares; 2025Q4: 1,361,346 shares 1,361,346 $372M 5.22% -1,695 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 633,184 shares; 2025Q1: 630,205 shares; 2025Q2: 623,368 shares; 2025Q3: 609,000 shares; 2025Q4: 611,573 shares 611,573 $298M 4.18% +2,573 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 865,625 shares; 2025Q1: 859,491 shares; 2025Q2: 851,960 shares; 2025Q3: 834,154 shares; 2025Q4: 837,443 shares 837,443 $263M 3.69% +3,289 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 698,182 shares; 2025Q1: 695,621 shares; 2025Q2: 684,302 shares; 2025Q3: 678,696 shares; 2025Q4: 595,009 shares 595,009 $208M 2.92% -83,687 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,066,280 shares; 2025Q1: 1,068,686 shares; 2025Q2: 1,055,564 shares; 2025Q3: 1,009,988 shares; 2025Q4: 997,781 shares 997,781 $162M 2.28% -12,207 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478,094 shares; 2025Q1: 476,186 shares; 2025Q2: 472,376 shares; 2025Q3: 459,071 shares; 2025Q4: 458,572 shares 458,572 $148M 2.08% -499 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: restricted; 2024Q4: 806,146 shares; 2025Q1: 811,622 shares; 2025Q2: 814,965 shares; 2025Q3: 788,202 shares; 2025Q4: 775,835 shares 775,835 $145M 2.04% -12,367 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 544,435 shares; 2025Q1: 537,393 shares; 2025Q2: 528,824 shares; 2025Q3: 552,161 shares; 2025Q4: 559,779 shares 559,779 $130M 1.83% +7,618 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,505 shares; 2025Q1: 155,065 shares; 2025Q2: 173,937 shares; 2025Q3: 173,713 shares; 2025Q4: 172,127 shares 172,127 $115M 1.61% -1,586 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640,099 shares; 2025Q1: 1,632,410 shares; 2025Q2: 1,610,422 shares; 2025Q3: 1,567,903 shares; 2025Q4: 1,567,561 shares 1,567,561 $86.6M 1.22% -342 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: restricted; 2024Q4: 101,099 shares; 2025Q1: 101,021 shares; 2025Q2: 99,661 shares; 2025Q3: 96,365 shares; 2025Q4: 94,293 shares 94,293 $81.6M 1.15% -2,072 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,844 shares; 2025Q1: 87,905 shares; 2025Q2: 86,465 shares; 2025Q3: 83,661 shares; 2025Q4: 832,128 shares 832,128 $78M 1.1% +748,467 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,428 shares; 2025Q1: 132,166 shares; 2025Q2: 133,836 shares; 2025Q3: 150,697 shares; 2025Q4: 259,091 shares 259,091 $77.8M 1.09% +108,394 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,725 shares; 2025Q1: 101,290 shares; 2025Q2: 106,015 shares; 2025Q3: 104,536 shares; 2025Q4: 103,368 shares 103,368 $68.1M 0.96% -1,168 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: restricted; 2024Q4: 99,119 shares; 2025Q1: 96,641 shares; 2025Q2: 98,213 shares; 2025Q3: 97,356 shares; 2025Q4: 92,352 shares 92,352 $63.6M 0.89% -5,004 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332,584 shares; 2025Q1: 332,584 shares; 2025Q2: 332,570 shares; 2025Q3: 332,570 shares; 2025Q4: 332,602 shares 332,602 $57.1M 0.8% +32 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: restricted; 2024Q4: 7,376 shares; 2025Q1: 7,409 shares; 2025Q2: 10,311 shares; 2025Q3: 10,631 shares; 2025Q4: 10,204 shares 10,204 $55.3M 0.78% -427 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,367 shares; 2025Q1: 168,728 shares; 2025Q2: 165,308 shares; 2025Q3: 177,673 shares; 2025Q4: 176,160 shares 176,160 $54.9M 0.77% -1,513 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,359 shares; 2025Q1: 96,280 shares; 2025Q2: 94,083 shares; 2025Q3: 91,684 shares; 2025Q4: 91,421 shares 91,421 $52.8M 0.74% -263 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258,899 shares; 2025Q1: 230,088 shares; 2025Q2: 228,494 shares; 2025Q3: 219,951 shares; 2025Q4: 220,935 shares 220,935 $50.7M 0.71% +984 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320,326 shares; 2025Q1: 317,158 shares; 2025Q2: 310,670 shares; 2025Q3: 289,498 shares; 2025Q4: 282,311 shares 282,311 $49.2M 0.69% -7,187 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,152 shares; 2025Q1: 308,924 shares; 2025Q2: 302,621 shares; 2025Q3: 292,700 shares; 2025Q4: 301,059 shares 301,059 $45.9M 0.64% +8,359 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,189 shares; 2025Q1: 115,778 shares; 2025Q2: 116,279 shares; 2025Q3: 115,190 shares; 2025Q4: 129,564 shares 129,564 $45.8M 0.64% +14,374 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,465 shares; 2025Q1: 219,865 shares; 2025Q2: 401,947 shares; 2025Q3: 397,514 shares; 2025Q4: 391,499 shares 391,499 $45.2M 0.63% -6,015 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: restricted; 2024Q4: 117,089 shares; 2025Q1: 116,225 shares; 2025Q2: 103,632 shares; 2025Q3: 113,459 shares; 2025Q4: 113,232 shares 113,232 $45.2M 0.63% -227 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: restricted; 2024Q4: 363,095 shares; 2025Q1: 363,890 shares; 2025Q2: 362,204 shares; 2025Q3: 348,328 shares; 2025Q4: 349,170 shares 349,170 $44.9M 0.63% +842 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,640 shares; 2025Q1: 154,217 shares; 2025Q2: 148,301 shares; 2025Q3: 145,110 shares; 2025Q4: 141,568 shares 141,568 $44.5M 0.63% -3,542 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,989 shares; 2025Q1: 236,941 shares; 2025Q2: 222,850 shares; 2025Q3: 225,882 shares; 2025Q4: 230,449 shares 230,449 $44.5M 0.63% +4,567 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 410,077 shares; 2025Q1: 404,477 shares; 2025Q2: 401,117 shares; 2025Q3: 386,726 shares; 2025Q4: 387,338 shares 387,338 $43.4M 0.61% +612 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,927 shares; 2025Q1: 22,161 shares; 2025Q2: 21,789 shares; 2025Q3: 20,206 shares; 2025Q4: 20,032 shares 20,032 $40.5M 0.57% -174 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,079,992 shares; 2025Q1: 2,079,992 shares; 2025Q2: 2,080,012 shares; 2025Q3: 2,080,012 shares; 2025Q4: 2,080,012 shares 2,080,012 $35.4M 0.5% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,419 shares; 2025Q1: 28,464 shares; 2025Q2: 420,797 shares; 2025Q3: 388,961 shares; 2025Q4: 386,123 shares 386,123 $35.3M 0.5% -2,838 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 469,083 shares; 2025Q4: 461,688 shares 461,688 $35.1M 0.49% -7,395 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,287 shares; 2025Q1: 185,054 shares; 2025Q2: 178,685 shares; 2025Q3: 174,519 shares; 2025Q4: 169,893 shares 169,893 $34.6M 0.49% -4,626 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 105,398 shares; 2025Q2: 207,999 shares; 2025Q3: 201,879 shares; 2025Q4: 200,374 shares 200,374 $32.9M 0.46% -1,505 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,729 shares; 2025Q1: 37,824 shares; 2025Q2: 36,924 shares; 2025Q3: 36,031 shares; 2025Q4: 35,564 shares 35,564 $32.9M 0.46% -467 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 619,767 shares; 2025Q2: 629,440 shares; 2025Q3: 607,175 shares; 2025Q4: 594,107 shares 594,107 $32.4M 0.46% -13,068 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,569 shares; 2025Q1: 66,149 shares; 2025Q2: 66,028 shares; 2025Q3: 62,309 shares; 2025Q4: 63,433 shares 63,433 $31.9M 0.45% +1,124 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,842 shares; 2025Q1: 13,389 shares; 2025Q2: 16,575 shares; 2025Q3: 100,948 shares; 2025Q4: 141,986 shares 141,986 $31.4M 0.44% +41,038 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341,219 shares; 2025Q1: 342,964 shares; 2025Q2: 344,236 shares; 2025Q3: 331,384 shares; 2025Q4: 332,524 shares 332,524 $31.3M 0.44% +1,140 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,111 shares; 2025Q1: 97,915 shares; 2025Q2: 96,977 shares; 2025Q3: 45,314 shares; 2025Q4: 46,371 shares 46,371 $26.5M 0.37% +1,057 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: restricted; 2024Q4: 31,072 shares; 2025Q1: 31,933 shares; 2025Q2: 31,816 shares; 2025Q3: 34,451 shares; 2025Q4: 76,302 shares 76,302 $25.8M 0.36% +41,851 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,999 shares; 2025Q1: 75,074 shares; 2025Q2: 75,002 shares; 2025Q3: 72,627 shares; 2025Q4: 73,558 shares 73,558 $25.5M 0.36% +931 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,338 shares; 2025Q1: 130,925 shares; 2025Q2: 130,945 shares; 2025Q3: 127,261 shares; 2025Q4: 129,415 shares 129,415 $24.2M 0.34% +2,154 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,272 shares; 2025Q1: 143,023 shares; 2025Q2: 140,879 shares; 2025Q3: 143,734 shares; 2025Q4: 144,597 shares 144,597 $23.6M 0.33% +863 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: restricted; 2024Q4: 67,322 shares; 2025Q1: 67,466 shares; 2025Q2: 65,746 shares; 2025Q3: 64,038 shares; 2025Q4: 63,025 shares 63,025 $23.6M 0.33% -1,013 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,084 shares; 2025Q1: 108,141 shares; 2025Q2: 232,414 shares; 2025Q3: 224,825 shares; 2025Q4: 224,617 shares 224,617 $23.3M 0.33% -208 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,444 shares; 2025Q1: 51,665 shares; 2025Q2: 76,693 shares; 2025Q3: 104,589 shares; 2025Q4: 117,538 shares 117,538 $22.6M 0.32% +12,949 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,363 shares; 2025Q1: 36,307 shares; 2025Q2: 43,122 shares; 2025Q3: 38,641 shares; 2025Q4: 45,085 shares 45,085 $22.2M 0.31% +6,444 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881,547 shares; 2025Q4: 1,861,633 shares 1,861,633 $21.9M 0.31% -19,914 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172,049 shares; 2025Q1: 1,170,946 shares; 2025Q2: 1,084,114 shares; 2025Q3: 1,067,259 shares; 2025Q4: 1,041,011 shares 1,041,011 $21.6M 0.3% -26,248 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,586 shares; 2025Q1: 185,360 shares; 2025Q2: 183,155 shares; 2025Q3: 175,078 shares; 2025Q4: 173,346 shares 173,346 $21.3M 0.3% -1,732 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317,013 shares; 2025Q1: 315,094 shares; 2025Q2: 312,589 shares; 2025Q3: 301,586 shares; 2025Q4: 301,963 shares 301,963 $21.2M 0.3% +377 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,083 shares; 2025Q1: 132,528 shares; 2025Q2: 133,690 shares; 2025Q3: 129,751 shares; 2025Q4: 133,505 shares 133,505 $20.7M 0.29% +3,754 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,035 shares; 2025Q1: 204,494 shares; 2025Q2: 204,503 shares; 2025Q3: 204,386 shares; 2025Q4: 110,046 shares 110,046 $20.6M 0.29% -94,340 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,544 shares; 2025Q3: 70,581 shares; 2025Q4: 70,160 shares 70,160 $20M 0.28% -421 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,217 shares; 2025Q1: 92,789 shares; 2025Q2: 92,717 shares; 2025Q3: 89,723 shares; 2025Q4: 88,822 shares 88,822 $19.7M 0.28% -901 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 750,858 shares; 2025Q2: 739,860 shares; 2025Q3: 716,902 shares; 2025Q4: 714,772 shares 714,772 $19.7M 0.28% -2,130 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,715 shares; 2025Q1: 64,619 shares; 2025Q2: 64,182 shares; 2025Q3: 61,543 shares; 2025Q4: 61,173 shares 61,173 $19.2M 0.27% -370 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: restricted; 2024Q4: 33,880 shares; 2025Q1: 35,017 shares; 2025Q2: 177,965 shares; 2025Q3: 284,105 shares; 2025Q4: 233,148 shares 233,148 $19.1M 0.27% -50,957 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170,354 shares; 2025Q1: 170,589 shares; 2025Q2: 157,017 shares; 2025Q3: 158,085 shares; 2025Q4: 156,504 shares 156,504 $18.9M 0.27% -1,581 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: restricted; 2024Q4: 6,263 shares; 2025Q1: 108,703 shares; 2025Q2: 104,980 shares; 2025Q3: 103,405 shares; 2025Q4: 100,948 shares 100,948 $18.2M 0.26% -2,457 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: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 24 shares 24 $18.1M 0.25% -1 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: restricted; 2024Q4: 244,845 shares; 2025Q1: 244,778 shares; 2025Q2: 242,786 shares; 2025Q3: 234,961 shares; 2025Q4: 232,460 shares 232,460 $17.2M 0.24% -2,501 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: restricted; 2024Q4: 114,047 shares; 2025Q1: 111,990 shares; 2025Q2: 108,555 shares; 2025Q3: 73,172 shares; 2025Q4: 73,573 shares 73,573 $17.1M 0.24% +401 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,014 shares; 2025Q1: 29,618 shares; 2025Q2: 28,023 shares; 2025Q3: 27,734 shares; 2025Q4: 26,881 shares 26,881 $17M 0.24% -853 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,367 shares; 2025Q1: 23,589 shares; 2025Q2: 22,923 shares; 2025Q3: 23,940 shares; 2025Q4: 26,529 shares 26,529 $16.8M 0.24% +2,589 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,393 shares; 2025Q1: 51,440 shares; 2025Q2: 49,160 shares; 2025Q3: 52,320 shares; 2025Q4: 51,263 shares 51,263 $16.2M 0.23% -1,057 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,796 shares; 2025Q1: 35,996 shares; 2025Q2: 36,310 shares; 2025Q3: 34,311 shares; 2025Q4: 34,324 shares 34,324 $15.6M 0.22% +13 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,095 shares; 2025Q1: 89,284 shares; 2025Q2: 87,905 shares; 2025Q3: 84,472 shares; 2025Q4: 82,629 shares 82,629 $14.3M 0.2% -1,843 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: restricted; 2024Q4: 92,452 shares; 2025Q1: 102,296 shares; 2025Q2: 103,635 shares; 2025Q3: 108,338 shares; 2025Q4: 116,092 shares 116,092 $14.1M 0.2% +7,754 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,421 shares; 2025Q1: 17,864 shares; 2025Q2: 14,514 shares; 2025Q3: 17,885 shares; 2025Q4: 47,634 shares 47,634 $13.9M 0.2% +29,749 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,979 shares; 2025Q1: 143,114 shares; 2025Q2: 137,213 shares; 2025Q3: 132,710 shares; 2025Q4: 130,435 shares 130,435 $13.8M 0.19% -2,275 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,138 shares; 2025Q1: 24,973 shares; 2025Q2: 24,958 shares; 2025Q3: 27,538 shares; 2025Q4: 28,435 shares 28,435 $13.4M 0.19% +897 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,898 shares; 2025Q1: 71,756 shares; 2025Q2: 71,574 shares; 2025Q3: 88,208 shares; 2025Q4: 90,941 shares 90,941 $13.1M 0.18% +2,733 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185,642 shares; 2025Q1: 185,871 shares; 2025Q2: 150,287 shares; 2025Q3: 159,617 shares; 2025Q4: 159,686 shares 159,686 $13M 0.18% +69 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302,550 shares; 2025Q1: 297,689 shares; 2025Q2: 268,796 shares; 2025Q3: 273,728 shares; 2025Q4: 266,179 shares 266,179 $12.7M 0.18% -7,549 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: restricted; 2024Q4: 14,276 shares; 2025Q1: 14,907 shares; 2025Q2: 15,223 shares; 2025Q3: 16,504 shares; 2025Q4: 17,957 shares 17,957 $12.4M 0.17% +1,453 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: restricted; 2024Q4: 25,870 shares; 2025Q1: 25,153 shares; 2025Q2: 24,176 shares; 2025Q3: 24,332 shares; 2025Q4: 25,798 shares 25,798 $12.3M 0.17% +1,466 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,970 shares; 2025Q1: 59,280 shares; 2025Q2: 55,190 shares; 2025Q3: 57,784 shares; 2025Q4: 59,397 shares 59,397 $12.3M 0.17% +1,613 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,984 shares; 2025Q1: 135,606 shares; 2025Q2: 128,038 shares; 2025Q3: 126,589 shares; 2025Q4: 124,572 shares 124,572 $12M 0.17% -2,017 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 519,845 shares; 2025Q1: 516,609 shares; 2025Q2: 506,874 shares; 2025Q3: 485,216 shares; 2025Q4: 474,777 shares 474,777 $11.9M 0.17% -10,439 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,064 shares; 2025Q1: 237,789 shares; 2025Q2: 237,789 shares; 2025Q3: 237,789 shares; 2025Q4: 237,789 shares 237,789 $11.2M 0.16% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,321 shares; 2025Q1: 58,181 shares; 2025Q2: 54,636 shares; 2025Q3: 53,918 shares; 2025Q4: 52,485 shares 52,485 $10.9M 0.15% -1,433 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,832 shares; 2025Q1: 68,127 shares; 2025Q2: 64,592 shares; 2025Q3: 63,887 shares; 2025Q4: 58,283 shares 58,283 $10.7M 0.15% -5,604 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,734 shares; 2025Q4: 13,098 shares 13,098 $10.7M 0.15% -636 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,071 shares; 2025Q1: 66,969 shares; 2025Q2: 66,745 shares; 2025Q3: 88,232 shares; 2025Q4: 82,492 shares 82,492 $10.3M 0.14% -5,740 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: restricted; 2024Q4: 38,316 shares; 2025Q1: 22,431 shares; 2025Q2: 20,811 shares; 2025Q3: 14,929 shares; 2025Q4: 15,242 shares 15,242 $10.2M 0.14% +313 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,323 shares; 2025Q1: 95,466 shares; 2025Q2: 95,643 shares; 2025Q3: 96,074 shares; 2025Q4: 96,224 shares 96,224 $9.94M 0.14% +150 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,237 shares; 2025Q1: 135,335 shares; 2025Q2: 149,315 shares; 2025Q3: 182,212 shares; 2025Q4: 187,213 shares 187,213 $9.33M 0.13% +5,001 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,316 shares; 2025Q1: 65,811 shares; 2025Q2: 61,718 shares; 2025Q3: 65,688 shares; 2025Q4: 64,080 shares 64,080 $9.32M 0.13% -1,608 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,193 shares; 2025Q1: 66,578 shares; 2025Q2: 66,539 shares; 2025Q3: 66,539 shares; 2025Q4: 74,405 shares 74,405 $9.24M 0.13% +7,866 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,519 shares; 2025Q1: 80,107 shares; 2025Q2: 79,494 shares; 2025Q3: 77,635 shares; 2025Q4: 77,375 shares 77,375 $8.9M 0.12% -260 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: restricted; 2024Q4: 12,054 shares; 2025Q1: 18,027 shares; 2025Q2: 17,937 shares; 2025Q3: 17,941 shares; 2025Q4: 19,263 shares 19,263 $8.75M 0.12% +1,322 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 322,505 shares; 2025Q1: 322,505 shares; 2025Q2: 322,505 shares; 2025Q3: 321,955 shares; 2025Q4: 296,514 shares 296,514 $8.47M 0.12% -25,441 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 712,308 shares; 2025Q1: 704,328 shares; 2025Q2: 703,082 shares; 2025Q3: 692,584 shares; 2025Q4: 692,584 shares 692,584 $7.62M 0.11% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,993 shares; 2025Q1: 5,975 shares; 2025Q2: 6,350 shares; 2025Q3: 6,364 shares; 2025Q4: 25,159 shares 25,159 $7.37M 0.1% +18,795 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,565 shares; 2025Q1: 7,274 shares; 2025Q2: 9,280 shares; 2025Q3: 10,684 shares; 2025Q4: 11,783 shares 11,783 $7.3M 0.1% +1,099 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,307 shares; 2025Q1: 12,207 shares; 2025Q2: 12,175 shares; 2025Q3: 12,173 shares; 2025Q4: 12,387 shares 12,387 $7.15M 0.1% +214 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,127 shares; 2025Q1: 13,131 shares; 2025Q2: 13,135 shares; 2025Q3: 13,100 shares; 2025Q4: 13,512 shares 13,512 $6.94M 0.1% +412 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,048 shares; 2025Q1: 19,774 shares; 2025Q2: 18,581 shares; 2025Q3: 18,344 shares; 2025Q4: 17,987 shares 17,987 $6.93M 0.1% -357 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,860 shares; 2025Q1: 31,023 shares; 2025Q2: 31,023 shares; 2025Q3: 30,998 shares; 2025Q4: 31,014 shares 31,014 $6.62M 0.09% +16 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: restricted; 2024Q4: 36,760 shares; 2025Q1: 40,050 shares; 2025Q2: 53,044 shares; 2025Q3: 54,229 shares; 2025Q4: 91,007 shares 91,007 $6.13M 0.09% +36,778 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,941 shares; 2025Q1: 121,691 shares; 2025Q2: 67,386 shares; 2025Q3: 115,991 shares; 2025Q4: 110,991 shares 110,991 $5.6M 0.08% -5,000 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,403 shares; 2025Q1: 45,770 shares; 2025Q2: 47,309 shares; 2025Q3: 41,568 shares; 2025Q4: 40,739 shares 40,739 $5M 0.07% -829 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,758 shares; 2025Q3: 114,198 shares; 2025Q4: 110,399 shares 110,399 $4.88M 0.07% -3,799 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: restricted; 2024Q4: 52,919 shares; 2025Q1: 53,189 shares; 2025Q2: 52,166 shares; 2025Q3: 52,223 shares; 2025Q4: 52,828 shares 52,828 $4.75M 0.07% +605 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,503 shares; 2025Q1: 14,695 shares; 2025Q2: 14,880 shares; 2025Q3: 15,006 shares; 2025Q4: 86,821 shares 86,821 $4.67M 0.07% +71,815 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,899 shares; 2025Q1: 23,096 shares; 2025Q2: 37,150 shares; 2025Q3: 37,035 shares; 2025Q4: 40,066 shares 40,066 $4.6M 0.06% +3,031 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: restricted; 2024Q4: 21,093 shares; 2025Q1: 21,121 shares; 2025Q2: 24,411 shares; 2025Q3: 24,835 shares; 2025Q4: 73,231 shares 73,231 $4.6M 0.06% +48,396 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,749 shares; 2025Q1: 25,491 shares; 2025Q2: 27,941 shares; 2025Q3: 28,030 shares; 2025Q4: 30,104 shares 30,104 $4.35M 0.06% +2,074 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,816 shares; 2025Q1: 129,816 shares; 2025Q2: 129,816 shares; 2025Q3: 129,839 shares; 2025Q4: 130,361 shares 130,361 $4.19M 0.06% +522 Timeline VONE 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: restricted; 2024Q4: 13,499 shares; 2025Q1: 13,166 shares; 2025Q2: 13,166 shares; 2025Q3: 13,166 shares; 2025Q4: 13,166 shares 13,166 $4.1M 0.06% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,211 shares; 2025Q1: 61,019 shares; 2025Q2: 36,979 shares; 2025Q3: 64,404 shares; 2025Q4: 58,180 shares 58,180 $4.01M 0.06% -6,224 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,116 shares 28,116 $4M 0.06% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,293 shares; 2025Q1: 51,227 shares; 2025Q2: 11,351 shares; 2025Q3: 46,393 shares; 2025Q4: 45,043 shares 45,043 $3.91M 0.05% -1,350 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,210 shares; 2025Q1: 10,210 shares; 2025Q2: 11,758 shares; 2025Q3: 11,763 shares; 2025Q4: 11,893 shares 11,893 $3.77M 0.05% +130 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,413 shares; 2025Q1: 3,795 shares; 2025Q2: 12,897 shares; 2025Q3: 13,187 shares; 2025Q4: 14,403 shares 14,403 $3.75M 0.05% +1,216 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,084 shares; 2025Q1: 28,119 shares; 2025Q2: 27,973 shares; 2025Q3: 27,988 shares; 2025Q4: 27,785 shares 27,785 $3.49M 0.05% -203 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: restricted; 2024Q4: 40,698 shares; 2025Q1: 40,143 shares; 2025Q2: 40,018 shares; 2025Q3: 40,073 shares; 2025Q4: 42,623 shares 42,623 $3.43M 0.05% +2,550 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,126 shares; 2025Q3: 53,011 shares; 2025Q4: 59,615 shares 59,615 $3.4M 0.05% +6,604 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,802 shares; 2025Q1: 788 shares; 2025Q2: 1,188 shares; 2025Q3: 1,179 shares; 2025Q4: 21,865 shares 21,865 $3.37M 0.05% +20,686 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,082 shares; 2025Q1: 43,163 shares; 2025Q2: 38,262 shares; 2025Q3: 38,193 shares; 2025Q4: 42,310 shares 42,310 $3.26M 0.05% +4,117 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,904 shares; 2025Q1: 20,838 shares; 2025Q2: 18,947 shares; 2025Q3: 18,610 shares; 2025Q4: 18,404 shares 18,404 $3.23M 0.05% -206 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,303 shares; 2025Q1: 53,756 shares; 2025Q2: 53,647 shares; 2025Q3: 53,627 shares; 2025Q4: 53,651 shares 53,651 $3.16M 0.04% +24 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,334 shares; 2025Q1: 144,334 shares; 2025Q2: 129,200 shares; 2025Q3: 129,359 shares; 2025Q4: 128,225 shares 128,225 $3.09M 0.04% -1,134 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,147 shares; 2025Q1: 23,380 shares; 2025Q2: 23,380 shares; 2025Q3: 23,380 shares; 2025Q4: 23,380 shares 23,380 $3.03M 0.04% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,389 shares; 2025Q1: 9,253 shares; 2025Q2: 9,151 shares; 2025Q3: 9,146 shares; 2025Q4: 9,176 shares 9,176 $2.99M 0.04% +30 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,449 shares; 2025Q1: 28,449 shares; 2025Q2: 28,449 shares; 2025Q3: 24,549 shares; 2025Q4: 24,549 shares 24,549 $2.99M 0.04% 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: restricted; 2024Q4: 4,343 shares; 2025Q1: 4,409 shares; 2025Q2: 6,143 shares; 2025Q3: 6,544 shares; 2025Q4: 10,182 shares 10,182 $2.98M 0.04% +3,638 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,346 shares; 2025Q1: 136,077 shares; 2025Q2: 127,719 shares; 2025Q3: 134,759 shares; 2025Q4: 130,449 shares 130,449 $2.97M 0.04% -4,310 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,250 shares; 2025Q1: 27,375 shares; 2025Q2: 27,250 shares; 2025Q3: 31,679 shares; 2025Q4: 32,557 shares 32,557 $2.94M 0.04% +878 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,621 shares; 2025Q1: 10,727 shares; 2025Q2: 9,959 shares; 2025Q3: 9,934 shares; 2025Q4: 13,708 shares 13,708 $2.91M 0.04% +3,774 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,947 shares; 2025Q1: 9,701 shares; 2025Q2: 9,702 shares; 2025Q3: 9,713 shares; 2025Q4: 9,146 shares 9,146 $2.82M 0.04% -567 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,805 shares; 2025Q1: 29,805 shares; 2025Q2: 3,225 shares; 2025Q3: 25,334 shares; 2025Q4: 23,909 shares 23,909 $2.75M 0.04% -1,425 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730,049 shares; 2025Q1: 735,049 shares; 2025Q2: 726,068 shares; 2025Q3: 721,068 shares; 2025Q4: 381,423 shares 381,423 $2.69M 0.04% -339,645 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,420 shares; 2025Q1: 24,453 shares; 2025Q2: 24,420 shares; 2025Q3: 24,420 shares; 2025Q4: 21,658 shares 21,658 $2.57M 0.04% -2,762 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,250 shares; 2025Q1: 10,970 shares; 2025Q2: 10,637 shares; 2025Q3: 10,637 shares; 2025Q4: 21,274 shares 21,274 $2.56M 0.04% +10,637 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,125 shares; 2025Q1: 60,125 shares; 2025Q2: 60,125 shares; 2025Q3: 60,125 shares; 2025Q4: 60,125 shares 60,125 $2.55M 0.04% 0 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,103 shares; 2025Q1: 57,930 shares; 2025Q2: 53,491 shares; 2025Q3: 53,491 shares; 2025Q4: 75,521 shares 75,521 $2.55M 0.04% +22,030 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: restricted; 2024Q4: 14,784 shares; 2025Q1: 14,112 shares; 2025Q2: 12,147 shares; 2025Q3: 12,105 shares; 2025Q4: 12,720 shares 12,720 $2.51M 0.04% +615 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: restricted; 2024Q4: 20,423 shares; 2025Q1: 20,530 shares; 2025Q2: 22,752 shares; 2025Q3: 23,292 shares; 2025Q4: 36,751 shares 36,751 $2.45M 0.03% +13,459 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,468 shares; 2025Q1: 1,474 shares; 2025Q2: 1,489 shares; 2025Q3: 1,465 shares; 2025Q4: 7,990 shares 7,990 $2.44M 0.03% +6,525 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,638 shares; 2025Q1: 48,809 shares; 2025Q2: 43,900 shares; 2025Q3: 43,900 shares; 2025Q4: 40,183 shares 40,183 $2.39M 0.03% -3,717 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,190 shares; 2025Q1: 2,160 shares; 2025Q2: 3,418 shares; 2025Q3: 6,507 shares; 2025Q4: 6,588 shares 6,588 $2.35M 0.03% +81 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,587 shares; 2025Q1: 2,587 shares; 2025Q2: 2,394 shares; 2025Q3: 2,268 shares; 2025Q4: 16,301 shares 16,301 $2.32M 0.03% +14,033 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,205 shares; 2025Q3: 28,172 shares; 2025Q4: 30,580 shares 30,580 $2.28M 0.03% +2,408 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,557 shares; 2025Q1: 16,082 shares; 2025Q2: 15,993 shares; 2025Q3: 14,812 shares; 2025Q4: 15,285 shares 15,285 $2.23M 0.03% +473 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,996 shares; 2025Q1: 66,406 shares; 2025Q2: 58,880 shares; 2025Q3: 54,052 shares; 2025Q4: 49,430 shares 49,430 $2.22M 0.03% -4,622 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,887 shares; 2025Q1: 36,665 shares; 2025Q2: 36,590 shares; 2025Q3: 40,709 shares; 2025Q4: 39,913 shares 39,913 $2.21M 0.03% -796 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,630 shares; 2025Q1: 41,630 shares; 2025Q2: 41,630 shares; 2025Q3: 41,630 shares; 2025Q4: 41,630 shares 41,630 $2.2M 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,509 shares; 2025Q1: 49,006 shares; 2025Q2: 48,922 shares; 2025Q3: 48,886 shares; 2025Q4: 40,633 shares 40,633 $2.2M 0.03% -8,253 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: restricted; 2024Q4: 2,713 shares; 2025Q1: 2,640 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,351 shares 2,351 $2.09M 0.03% -293 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,252 shares; 2025Q1: 5,206 shares; 2025Q2: 5,633 shares; 2025Q3: 5,633 shares; 2025Q4: 5,443 shares 5,443 $2.03M 0.03% -190 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,174 shares; 2025Q1: 4,048 shares; 2025Q2: 4,042 shares; 2025Q3: 3,933 shares; 2025Q4: 3,970 shares 3,970 $1.94M 0.03% +37 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,776 shares; 2025Q1: 24,797 shares; 2025Q2: 24,957 shares; 2025Q3: 24,724 shares; 2025Q4: 24,104 shares 24,104 $1.87M 0.03% -620 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,569 shares; 2025Q1: 145,569 shares; 2025Q2: 145,569 shares; 2025Q3: 145,569 shares; 2025Q4: 145,569 shares 145,569 $1.83M 0.03% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,613 shares 27,613 $1.83M 0.03% new Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,529 shares; 2025Q1: 29,412 shares; 2025Q2: 29,412 shares; 2025Q3: 29,412 shares; 2025Q4: 30,653 shares 30,653 $1.82M 0.03% +1,241 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276,801 shares; 2025Q1: 276,801 shares; 2025Q2: 245,501 shares; 2025Q3: 245,501 shares; 2025Q4: 245,501 shares 245,501 $1.79M 0.03% 0 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: restricted; 2024Q4: 2,037 shares; 2025Q1: 1,769 shares; 2025Q2: 4,573 shares; 2025Q3: 4,568 shares; 2025Q4: 8,318 shares 8,318 $1.78M 0.02% +3,750 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,897 shares; 2025Q1: 6,468 shares; 2025Q2: 6,460 shares; 2025Q3: 6,343 shares; 2025Q4: 6,444 shares 6,444 $1.78M 0.02% +101 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,190 shares; 2025Q1: 5,027 shares; 2025Q2: 4,971 shares; 2025Q3: 4,821 shares; 2025Q4: 4,897 shares 4,897 $1.74M 0.02% +76 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,805 shares; 2025Q1: 3,396 shares; 2025Q2: 3,400 shares; 2025Q3: 3,070 shares; 2025Q4: 9,676 shares 9,676 $1.73M 0.02% +6,606 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,200 shares; 2025Q1: 122,200 shares; 2025Q2: 75,750 shares; 2025Q3: 64,600 shares; 2025Q4: 49,600 shares 49,600 $1.71M 0.02% -15,000 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,738 shares; 2025Q1: 24,488 shares; 2025Q2: 24,488 shares; 2025Q3: 24,488 shares; 2025Q4: 24,487 shares 24,487 $1.68M 0.02% -1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,856 shares; 2025Q1: 10,984 shares; 2025Q2: 5,004 shares; 2025Q3: 9,823 shares; 2025Q4: 9,557 shares 9,557 $1.64M 0.02% -266 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,475 shares; 2025Q1: 63,475 shares; 2025Q2: 63,475 shares; 2025Q3: 63,475 shares; 2025Q4: 63,475 shares 63,475 $1.61M 0.02% 0 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,913 shares; 2025Q1: 90,333 shares; 2025Q2: 85,120 shares; 2025Q3: 85,120 shares; 2025Q4: 77,807 shares 77,807 $1.58M 0.02% -7,313 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: restricted; 2024Q4: 5,181 shares; 2025Q1: 5,009 shares; 2025Q2: 4,771 shares; 2025Q3: 4,455 shares; 2025Q4: 5,711 shares 5,711 $1.52M 0.02% +1,256 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,949 shares; 2025Q1: 2,906 shares; 2025Q2: 2,895 shares; 2025Q3: 2,873 shares; 2025Q4: 4,619 shares 4,619 $1.52M 0.02% +1,746 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,673 shares; 2025Q1: 2,555 shares; 2025Q2: 2,451 shares; 2025Q3: 2,450 shares; 2025Q4: 3,528 shares 3,528 $1.51M 0.02% +1,078 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 17,552 shares; 2025Q3: 19,071 shares; 2025Q4: 19,857 shares 19,857 $1.5M 0.02% +786 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,121 shares; 2025Q1: 7,121 shares; 2025Q2: 7,121 shares; 2025Q3: 7,121 shares; 2025Q4: 7,132 shares 7,132 $1.48M 0.02% +11 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,576 shares; 2025Q1: 16,199 shares; 2025Q2: 15,677 shares; 2025Q3: 15,709 shares; 2025Q4: 15,712 shares 15,712 $1.46M 0.02% +3 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,500 shares; 2025Q1: 61,500 shares; 2025Q2: 51,013 shares; 2025Q3: 51,013 shares; 2025Q4: 51,013 shares 51,013 $1.46M 0.02% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,800 shares 22,800 $1.4M 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,589 shares; 2025Q1: 5,467 shares; 2025Q2: 5,445 shares; 2025Q3: 5,392 shares; 2025Q4: 5,502 shares 5,502 $1.39M 0.02% +110 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 863 shares; 2025Q1: 852 shares; 2025Q2: 850 shares; 2025Q3: 861 shares; 2025Q4: 1,008 shares 1,008 $1.33M 0.02% +147 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,006 shares; 2025Q1: 18,422 shares; 2025Q2: 18,422 shares; 2025Q3: 13,995 shares; 2025Q4: 13,995 shares 13,995 $1.32M 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,897 shares; 2025Q2: 3,866 shares; 2025Q3: 3,877 shares; 2025Q4: 9,984 shares 9,984 $1.32M 0.02% +6,107 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $1.27M 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,049 shares; 2025Q1: 2,045 shares; 2025Q2: 1,942 shares; 2025Q3: 1,694 shares; 2025Q4: 2,179 shares 2,179 $1.25M 0.02% +485 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: restricted; 2024Q4: 13,279 shares; 2025Q1: 13,134 shares; 2025Q2: 13,065 shares; 2025Q3: 12,997 shares; 2025Q4: 12,823 shares 12,823 $1.24M 0.02% -174 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,026 shares; 2025Q1: 3,982 shares; 2025Q2: 3,978 shares; 2025Q3: 3,992 shares; 2025Q4: 3,149 shares 3,149 $1.23M 0.02% -843 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,492 shares; 2025Q1: 4,617 shares; 2025Q2: 4,177 shares; 2025Q3: 3,817 shares; 2025Q4: 8,392 shares 8,392 $1.22M 0.02% +4,575 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,278 shares; 2025Q3: 35,278 shares; 2025Q4: 35,278 shares 35,278 $1.2M 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,715 shares; 2025Q1: 1,680 shares; 2025Q2: 1,648 shares; 2025Q3: 1,296 shares; 2025Q4: 2,008 shares 2,008 $1.17M 0.02% +712 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,841 shares; 2025Q1: 96,058 shares; 2025Q2: 87,146 shares; 2025Q3: 5,718 shares; 2025Q4: 7,075 shares 7,075 $1.15M 0.02% +1,357 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,919 shares 12,919 $1.15M 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,758 shares; 2025Q1: 5,285 shares; 2025Q2: 5,229 shares; 2025Q3: 4,304 shares; 2025Q4: 4,160 shares 4,160 $1.12M 0.02% -144 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,531 shares; 2025Q1: 18,531 shares; 2025Q2: 18,531 shares; 2025Q3: 14,792 shares; 2025Q4: 15,531 shares 15,531 $1.12M 0.02% +739 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,708 shares; 2025Q1: 7,792 shares; 2025Q2: 7,667 shares; 2025Q3: 7,667 shares; 2025Q4: 6,922 shares 6,922 $1.12M 0.02% -745 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,378 shares; 2025Q1: 4,297 shares; 2025Q2: 4,309 shares; 2025Q3: 4,679 shares; 2025Q4: 7,139 shares 7,139 $1.11M 0.02% +2,460 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329,858 shares; 2025Q1: 329,792 shares; 2025Q2: 11,782 shares; 2025Q3: not reported; 2025Q4: 10,037 shares 10,037 $1.07M 0.02% new Timeline ESIX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,152 shares; 2025Q1: 33,152 shares; 2025Q2: 33,152 shares; 2025Q3: 33,152 shares; 2025Q4: 33,152 shares 33,152 $1.05M 0.01% 0 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: restricted; 2024Q4: 3,283 shares; 2025Q1: 3,283 shares; 2025Q2: 3,283 shares; 2025Q3: 3,283 shares; 2025Q4: 3,061 shares 3,061 $1.04M 0.01% -222 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: restricted; 2024Q4: 5,083 shares; 2025Q1: 5,153 shares; 2025Q2: 3,925 shares; 2025Q3: 3,909 shares; 2025Q4: 7,751 shares 7,751 $1000K 0.01% +3,842 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,403 shares; 2025Q1: 4,513 shares; 2025Q2: 5,525 shares; 2025Q3: 5,731 shares; 2025Q4: 5,823 shares 5,823 $985K 0.01% +92 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 651,855 shares; 2025Q1: 54,298 shares; 2025Q2: 18,114 shares; 2025Q3: 18,376 shares; 2025Q4: 19,186 shares 19,186 $983K 0.01% +810 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,876 shares; 2025Q1: 8,699 shares; 2025Q2: 17,152 shares; 2025Q3: 17,152 shares; 2025Q4: 17,746 shares 17,746 $979K 0.01% +594 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,896 shares; 2025Q1: 4,717 shares; 2025Q2: 4,710 shares; 2025Q3: 4,617 shares; 2025Q4: 4,949 shares 4,949 $972K 0.01% +332 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,561 shares; 2025Q1: 37,601 shares; 2025Q2: 38,652 shares; 2025Q3: 38,320 shares; 2025Q4: 38,373 shares 38,373 $952K 0.01% +53 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,989 shares; 2025Q1: 3,394 shares; 2025Q2: 3,267 shares; 2025Q3: 3,291 shares; 2025Q4: 3,881 shares 3,881 $944K 0.01% +590 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,188 shares; 2025Q1: 44,188 shares; 2025Q2: 23,562 shares; 2025Q3: 44,188 shares; 2025Q4: 35,452 shares 35,452 $942K 0.01% -8,736 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 3,150 shares; 2025Q4: 3,313 shares 3,313 $935K 0.01% +163 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,236 shares; 2025Q1: 8,305 shares; 2025Q2: 4,726 shares; 2025Q3: 4,726 shares; 2025Q4: 4,816 shares 4,816 $932K 0.01% +90 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,827 shares; 2025Q2: 17,827 shares; 2025Q3: 17,827 shares; 2025Q4: 25,186 shares 25,186 $908K 0.01% +7,359 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,621 shares; 2025Q1: 3,580 shares; 2025Q2: 3,509 shares; 2025Q3: 3,509 shares; 2025Q4: 2,581 shares 2,581 $900K 0.01% -928 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,174 shares; 2025Q3: 13,174 shares; 2025Q4: 13,174 shares 13,174 $877K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,951 shares; 2025Q1: 24,010 shares; 2025Q2: 25,985 shares; 2025Q3: 23,420 shares; 2025Q4: 23,403 shares 23,403 $873K 0.01% -17 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,917 shares; 2025Q1: 11,576 shares; 2025Q2: 11,441 shares; 2025Q3: 11,287 shares; 2025Q4: 8,423 shares 8,423 $858K 0.01% -2,864 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,521 shares; 2025Q1: 5,254 shares; 2025Q2: 5,937 shares; 2025Q3: 5,986 shares; 2025Q4: 6,286 shares 6,286 $850K 0.01% +300 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,832 shares; 2025Q1: 2,869 shares; 2025Q2: 2,834 shares; 2025Q3: 2,637 shares; 2025Q4: 2,812 shares 2,812 $849K 0.01% +175 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,932 shares; 2025Q1: 8,425 shares; 2025Q2: 8,439 shares; 2025Q3: 8,439 shares; 2025Q4: 8,660 shares 8,660 $842K 0.01% +221 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,455 shares; 2025Q1: 22,331 shares; 2025Q2: 22,006 shares; 2025Q3: 22,006 shares; 2025Q4: 24,042 shares 24,042 $835K 0.01% +2,036 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,973 shares; 2025Q1: 10,762 shares; 2025Q2: 10,750 shares; 2025Q3: 10,750 shares; 2025Q4: 11,191 shares 11,191 $830K 0.01% +441 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,619 shares; 2025Q1: 174,871 shares; 2025Q2: 5,322 shares; 2025Q3: 2,668 shares; 2025Q4: 2,476 shares 2,476 $822K 0.01% -192 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,841 shares; 2025Q1: 27,937 shares; 2025Q2: 27,938 shares; 2025Q3: 26,749 shares; 2025Q4: 27,297 shares 27,297 $818K 0.01% +548 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,582 shares; 2025Q1: 10,263 shares; 2025Q2: 6,531 shares; 2025Q3: 6,556 shares; 2025Q4: 6,898 shares 6,898 $812K 0.01% +342 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,883 shares; 2025Q1: 29,272 shares; 2025Q2: 28,448 shares; 2025Q3: 28,427 shares; 2025Q4: 29,224 shares 29,224 $806K 0.01% +797 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,397 shares; 2025Q1: 6,502 shares; 2025Q2: 6,276 shares; 2025Q3: 5,507 shares; 2025Q4: 5,053 shares 5,053 $790K 0.01% -454 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,633 shares; 2025Q1: 11,500 shares; 2025Q2: 10,464 shares; 2025Q3: 18,858 shares; 2025Q4: 20,880 shares 20,880 $761K 0.01% +2,022 Timeline CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,760 shares; 2025Q4: 127,760 shares 127,760 $740K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 6,871 shares 6,871 $733K 0.01% +4,607 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,104 shares; 2025Q1: 10,109 shares; 2025Q2: 10,100 shares; 2025Q3: 10,177 shares; 2025Q4: 12,015 shares 12,015 $723K 0.01% +1,838 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,196 shares; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: 753 shares; 2025Q4: 2,213 shares 2,213 $710K 0.01% +1,460 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,603 shares; 2025Q1: 82,442 shares; 2025Q2: 82,275 shares; 2025Q3: 79,187 shares; 2025Q4: 80,823 shares 80,823 $705K 0.01% +1,636 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,944 shares; 2025Q1: 17,824 shares; 2025Q2: 17,824 shares; 2025Q3: 23,136 shares; 2025Q4: 22,136 shares 22,136 $702K 0.01% -1,000 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,620 shares 1,620 $695K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,135 shares; 2025Q1: 9,160 shares; 2025Q2: 4,135 shares; 2025Q3: 4,051 shares; 2025Q4: 4,169 shares 4,169 $687K 0.01% +118 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 764 shares; 2025Q2: 754 shares; 2025Q3: not reported; 2025Q4: 2,952 shares 2,952 $679K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,990 shares; 2025Q1: 9,602 shares; 2025Q2: 9,764 shares; 2025Q3: 9,764 shares; 2025Q4: 8,509 shares 8,509 $677K 0.01% -1,255 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: restricted; 2024Q4: 985 shares; 2025Q1: 757 shares; 2025Q2: 697 shares; 2025Q3: not reported; 2025Q4: 2,066 shares 2,066 $651K 0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,290 shares; 2025Q1: 3,163 shares; 2025Q2: 3,244 shares; 2025Q3: 3,235 shares; 2025Q4: 2,880 shares 2,880 $647K 0.01% -355 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,288 shares; 2025Q1: 5,284 shares; 2025Q2: 5,191 shares; 2025Q3: 5,066 shares; 2025Q4: 5,441 shares 5,441 $636K 0.01% +375 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,259 shares; 2025Q1: 7,301 shares; 2025Q2: 7,273 shares; 2025Q3: 6,851 shares; 2025Q4: 6,582 shares 6,582 $635K 0.01% -269 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,525 shares; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 4,228 shares; 2025Q4: 4,228 shares 4,228 $633K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,986 shares; 2025Q4: 2,986 shares 2,986 $631K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,294 shares; 2025Q1: 19,239 shares; 2025Q2: 22,218 shares; 2025Q3: 21,218 shares; 2025Q4: 18,069 shares 18,069 $628K 0.01% -3,149 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,563 shares; 2025Q1: 17,423 shares; 2025Q2: 17,210 shares; 2025Q3: 17,210 shares; 2025Q4: 16,951 shares 16,951 $624K 0.01% -259 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,740 shares 5,740 $615K 0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,118 shares; 2025Q1: 14,902 shares; 2025Q2: 11,751 shares; 2025Q3: 8,774 shares; 2025Q4: 9,029 shares 9,029 $613K 0.01% +255 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares; 2025Q4: 8,317 shares 8,317 $612K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,502 shares; 2025Q1: 6,503 shares; 2025Q2: 6,503 shares; 2025Q3: 6,500 shares; 2025Q4: 3,684 shares 3,684 $609K 0.01% -2,816 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,759 shares; 2025Q1: 2,192 shares; 2025Q2: 2,125 shares; 2025Q3: 2,186 shares; 2025Q4: 2,446 shares 2,446 $607K 0.01% +260 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,680 shares; 2025Q1: 7,678 shares; 2025Q2: 7,539 shares; 2025Q3: 7,539 shares; 2025Q4: 5,844 shares 5,844 $602K 0.01% -1,695 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,800 shares; 2025Q1: 23,800 shares; 2025Q2: 23,800 shares; 2025Q3: 30,365 shares; 2025Q4: 30,365 shares 30,365 $595K 0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,480 shares; 2025Q4: 21,447 shares 21,447 $595K 0.01% -33 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,189 shares; 2025Q1: 3,211 shares; 2025Q2: 3,147 shares; 2025Q3: 3,147 shares; 2025Q4: 2,032 shares 2,032 $590K 0.01% -1,115 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,447 shares; 2025Q1: 16,428 shares; 2025Q2: 16,200 shares; 2025Q3: 15,900 shares; 2025Q4: 14,386 shares 14,386 $586K 0.01% -1,514 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,368 shares; 2025Q1: 4,852 shares; 2025Q2: 3,713 shares; 2025Q3: 3,676 shares; 2025Q4: 3,679 shares 3,679 $573K 0.01% +3 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: restricted; 2024Q4: 2,498 shares; 2025Q1: 2,327 shares; 2025Q2: 1,247 shares; 2025Q3: 1,215 shares; 2025Q4: 2,474 shares 2,474 $571K 0.01% +1,259 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,002 shares 3,002 $571K 0.01% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,528 shares; 2025Q1: 11,528 shares; 2025Q2: 11,528 shares; 2025Q3: 11,528 shares; 2025Q4: 6,841 shares 6,841 $567K 0.01% -4,687 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,494 shares; 2025Q1: 6,241 shares; 2025Q2: 6,233 shares; 2025Q3: 6,233 shares; 2025Q4: 6,462 shares 6,462 $563K 0.01% +229 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: restricted; 2024Q4: 5,713 shares; 2025Q1: 5,813 shares; 2025Q2: 5,862 shares; 2025Q3: 5,813 shares; 2025Q4: 6,155 shares 6,155 $561K 0.01% +342 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,834 shares; 2025Q1: 2,806 shares; 2025Q2: 2,806 shares; 2025Q3: 2,806 shares; 2025Q4: 2,849 shares 2,849 $560K 0.01% +43 Timeline BBCA 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: restricted; 2024Q4: 7,382 shares; 2025Q1: 6,582 shares; 2025Q2: 6,582 shares; 2025Q3: 5,963 shares; 2025Q4: 5,963 shares 5,963 $558K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 730 shares; 2025Q4: 730 shares 730 $555K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,018 shares 2,018 $555K 0.01% new Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,684 shares; 2025Q1: 22,684 shares; 2025Q2: 22,884 shares; 2025Q3: 22,884 shares; 2025Q4: 22,884 shares 22,884 $546K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,514 shares; 2025Q1: 10,939 shares; 2025Q2: 10,939 shares; 2025Q3: 10,939 shares; 2025Q4: 11,281 shares 11,281 $541K 0.01% +342 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,408 shares; 2025Q1: 3,442 shares; 2025Q2: 3,352 shares; 2025Q3: 3,352 shares; 2025Q4: 3,554 shares 3,554 $541K 0.01% +202 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,307 shares; 2025Q1: 91,705 shares; 2025Q2: 45,880 shares; 2025Q3: 46,672 shares; 2025Q4: 47,740 shares 47,740 $503K 0.01% +1,068 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,761 shares; 2025Q1: 14,246 shares; 2025Q2: 12,433 shares; 2025Q3: 7,857 shares; 2025Q4: 7,902 shares 7,902 $487K 0.01% +45 Timeline SOHO HOUSE & CO INC SOHO HOUSE & CO INC More: the full row for SOHO HOUSE & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,356 shares; 2025Q1: 54,356 shares; 2025Q2: 54,356 shares; 2025Q3: 54,356 shares; 2025Q4: 54,356 shares 54,356 $486K 0.01% 0 BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,717 shares; 2025Q1: 11,416 shares; 2025Q2: 11,416 shares; 2025Q3: 11,416 shares; 2025Q4: 11,416 shares 11,416 $486K 0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,438 shares; 2025Q1: 22,438 shares; 2025Q2: 19,984 shares; 2025Q3: 19,984 shares; 2025Q4: 16,978 shares 16,978 $486K 0.01% -3,006 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,802 shares 8,802 $483K 0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792 shares 792 $481K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,922 shares; 2025Q1: 5,312 shares; 2025Q2: 5,368 shares; 2025Q3: 5,331 shares; 2025Q4: 5,103 shares 5,103 $480K 0.01% -228 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,548 shares; 2025Q1: 10,876 shares; 2025Q2: 11,153 shares; 2025Q3: 9,791 shares; 2025Q4: 8,053 shares 8,053 $476K 0.01% -1,738 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 130 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 138 shares 138 $469K 0.01% +7 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562 shares 562 $465K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,069 shares; 2025Q1: 35,355 shares; 2025Q2: 35,340 shares; 2025Q3: 35,340 shares; 2025Q4: 12,709 shares 12,709 $463K 0.01% -22,631 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,889 shares; 2025Q1: 13,889 shares; 2025Q2: 13,889 shares; 2025Q3: 13,889 shares; 2025Q4: 13,889 shares 13,889 $461K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,584 shares 2,584 $450K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,469 shares 3,469 $449K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,074 shares 2,074 $447K 0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares 1,702 $444K 0.01% 0 Timeline BBJP 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: restricted; 2024Q4: 6,738 shares; 2025Q1: 6,683 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,683 shares 6,683 $442K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,809 shares 1,809 $441K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares 975 $437K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,788 shares; 2025Q1: 13,788 shares; 2025Q2: 13,792 shares; 2025Q3: 13,146 shares; 2025Q4: 17,943 shares 17,943 $434K 0.01% +4,797 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 1,904 shares; 2025Q4: 2,414 shares 2,414 $431K 0.01% +510 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 301 shares; 2025Q1: 297 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559 shares 559 $430K 0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,119 shares 7,119 $428K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,949 shares; 2025Q1: 8,949 shares; 2025Q2: 8,949 shares; 2025Q3: 8,949 shares; 2025Q4: 8,949 shares 8,949 $422K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,139 shares; 2025Q1: 76,199 shares; 2025Q2: 75,121 shares; 2025Q3: 5,553 shares; 2025Q4: 5,586 shares 5,586 $413K 0.01% +33 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 9,874 shares; 2025Q4: 9,581 shares 9,581 $410K 0.01% -293 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,297 shares; 2025Q1: 5,248 shares; 2025Q2: 5,242 shares; 2025Q3: 5,242 shares; 2025Q4: 2,094 shares 2,094 $410K 0.01% -3,148 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,660 shares; 2025Q1: 1,637 shares; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 2,229 shares 2,229 $407K 0.01% +557 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $407K 0.01% new Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,454 shares; 2025Q1: 3,454 shares; 2025Q2: 3,454 shares; 2025Q3: 3,454 shares; 2025Q4: 3,454 shares 3,454 $407K 0.01% 0 Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,000 shares; 2025Q1: 95,000 shares; 2025Q2: 95,000 shares; 2025Q3: 115,000 shares; 2025Q4: 85,823 shares 85,823 $406K 0.01% -29,177 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: restricted; 2024Q4: 5,378 shares; 2025Q1: 5,383 shares; 2025Q2: 5,506 shares; 2025Q3: 5,626 shares; 2025Q4: 4,567 shares 4,567 $406K 0.01% -1,059 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,380 shares 7,380 $404K 0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,277 shares; 2025Q1: 10,277 shares; 2025Q2: 10,277 shares; 2025Q3: 10,381 shares; 2025Q4: 10,381 shares 10,381 $404K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,978 shares; 2025Q1: 77,461 shares; 2025Q2: 77,804 shares; 2025Q3: 2,485 shares; 2025Q4: 1,822 shares 1,822 $395K 0.01% -663 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,083 shares; 2025Q3: 9,083 shares; 2025Q4: 9,442 shares 9,442 $389K 0.01% +359 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: restricted; 2024Q4: 6,071 shares; 2025Q1: 5,060 shares; 2025Q2: not reported; 2025Q3: 5,035 shares; 2025Q4: 5,035 shares 5,035 $387K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 630 shares; 2025Q3: 595 shares; 2025Q4: 802 shares 802 $381K 0.01% +207 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,993 shares; 2025Q1: 3,800 shares; 2025Q2: 3,615 shares; 2025Q3: 3,638 shares; 2025Q4: 3,787 shares 3,787 $380K 0.01% +149 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,619 shares; 2025Q1: 15,619 shares; 2025Q2: 15,619 shares; 2025Q3: 15,619 shares; 2025Q4: 15,619 shares 15,619 $376K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,516 shares 5,516 $372K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,701 shares; 2025Q4: 14,439 shares 14,439 $371K 0.01% +4,738 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,018 shares; 2025Q3: 2,014 shares; 2025Q4: 2,022 shares 2,022 $367K 0.01% +8 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,372 shares; 2025Q1: 1,338 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,402 shares 1,402 $366K 0.01% +112 Timeline BBEU 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: restricted; 2024Q4: 5,286 shares; 2025Q1: 4,969 shares; 2025Q2: 4,969 shares; 2025Q3: 4,969 shares; 2025Q4: 4,969 shares 4,969 $366K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,407 shares; 2025Q2: 1,442 shares; 2025Q3: 1,482 shares; 2025Q4: 2,026 shares 2,026 $362K 0.01% +544 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,984 shares; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,985 shares; 2025Q4: 3,685 shares 3,685 $361K 0.01% +700 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,021 shares; 2025Q1: 6,032 shares; 2025Q2: 5,865 shares; 2025Q3: 4,065 shares; 2025Q4: 4,119 shares 4,119 $357K 0.01% +54 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,800 shares 3,800 $352K <0.01% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,057 shares; 2025Q1: 5,145 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 4,924 shares 4,924 $351K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 239 shares; 2025Q4: 327 shares 327 $350K <0.01% +88 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,591 shares; 2025Q1: 29,596 shares; 2025Q2: 30,211 shares; 2025Q3: 30,207 shares; 2025Q4: 8,227 shares 8,227 $346K <0.01% -21,980 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,455 shares; 2025Q4: 1,485 shares 1,485 $344K <0.01% +30 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares 2,375 $343K <0.01% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,534 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 8,455 shares; 2025Q4: 9,053 shares 9,053 $341K <0.01% +598 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,710 shares 7,710 $340K <0.01% +10 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 1,039 shares 1,039 $338K <0.01% +212 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,598 shares; 2025Q1: 1,382 shares; 2025Q2: 1,366 shares; 2025Q3: 1,286 shares; 2025Q4: 1,355 shares 1,355 $337K <0.01% +69 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,767 shares; 2025Q3: 2,034 shares; 2025Q4: 2,037 shares 2,037 $334K <0.01% +3 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,422 shares; 2025Q1: 3,422 shares; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares; 2025Q4: 3,882 shares 3,882 $330K <0.01% +460 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,905 shares; 2025Q1: 9,905 shares; 2025Q2: 9,905 shares; 2025Q3: 9,905 shares; 2025Q4: 9,905 shares 9,905 $324K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,351 shares; 2025Q2: 6,888 shares; 2025Q3: 6,896 shares; 2025Q4: 7,345 shares 7,345 $323K <0.01% +449 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares 200,000 $318K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,768 shares; 2025Q1: 6,719 shares; 2025Q2: 6,599 shares; 2025Q3: 5,954 shares; 2025Q4: 6,333 shares 6,333 $314K <0.01% +379 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,221 shares; 2025Q1: 25,195 shares; 2025Q2: 25,195 shares; 2025Q3: 25,195 shares; 2025Q4: 25,195 shares 25,195 $311K <0.01% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,794 shares 3,794 $306K <0.01% new Timeline VELO VELO3D INC More: the full row for VELO3D INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,534 shares; 2025Q4: 20,534 shares 20,534 $299K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,740 shares 3,740 $299K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 879 shares 879 $298K <0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 781 shares; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 722 shares; 2025Q4: 755 shares 755 $297K <0.01% +33 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,154 shares; 2025Q1: 2,157 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,254 shares 2,254 $296K <0.01% +104 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: restricted; 2024Q4: not reported; 2025Q1: 11,126 shares; 2025Q2: 10,202 shares; 2025Q3: 10,202 shares; 2025Q4: 10,202 shares 10,202 $293K <0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,125 shares; 2025Q3: 5,169 shares; 2025Q4: 6,480 shares 6,480 $290K <0.01% +1,311 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,367 shares; 2025Q1: 4,228 shares; 2025Q2: 4,180 shares; 2025Q3: 4,176 shares; 2025Q4: 4,606 shares 4,606 $289K <0.01% +430 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,723 shares; 2025Q1: 5,723 shares; 2025Q2: 5,723 shares; 2025Q3: 5,723 shares; 2025Q4: 5,723 shares 5,723 $287K <0.01% 0 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,841 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,947 shares 2,947 $286K <0.01% +147 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares 734 $286K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 538 shares 538 $284K <0.01% new Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,450 shares; 2025Q4: 31,450 shares 31,450 $281K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 661 shares; 2025Q1: 612 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares 457 $280K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 404 shares; 2025Q4: 484 shares 484 $279K <0.01% +80 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,981 shares; 2025Q1: 1,961 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 2,020 shares 2,020 $278K <0.01% +61 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,017 shares; 2025Q1: 5,591 shares; 2025Q2: 5,178 shares; 2025Q3: 4,505 shares; 2025Q4: 4,707 shares 4,707 $277K <0.01% +202 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,828 shares; 2025Q1: 6,355 shares; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 5,828 shares 5,828 $276K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,246 shares; 2025Q1: 5,022 shares; 2025Q2: not reported; 2025Q3: 7,822 shares; 2025Q4: 7,057 shares 7,057 $274K <0.01% -765 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,317 shares; 2025Q1: 1,907 shares; 2025Q2: 1,906 shares; 2025Q3: 1,899 shares; 2025Q4: 1,946 shares 1,946 $273K <0.01% +47 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,063 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $272K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,083 shares; 2025Q1: 3,090 shares; 2025Q2: 3,107 shares; 2025Q3: 3,070 shares; 2025Q4: 3,092 shares 3,092 $271K <0.01% +22 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,492 shares; 2025Q1: 33,492 shares; 2025Q2: 34,114 shares; 2025Q3: 34,114 shares; 2025Q4: 34,114 shares 34,114 $270K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,658 shares; 2025Q1: 1,557 shares; 2025Q2: 2,042 shares; 2025Q3: 2,034 shares; 2025Q4: 2,129 shares 2,129 $269K <0.01% +95 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,588 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,588 shares 2,588 $269K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,993 shares; 2025Q1: 4,628 shares; 2025Q2: 922 shares; 2025Q3: 784 shares; 2025Q4: 759 shares 759 $268K <0.01% -25 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares 389 $265K <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,734 shares 4,734 $265K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,467 shares 5,467 $264K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,898 shares 1,898 $263K <0.01% +164 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,667 shares; 2025Q1: 2,424 shares; 2025Q2: 2,214 shares; 2025Q3: not reported; 2025Q4: 2,698 shares 2,698 $263K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,002 shares; 2025Q2: 2,339 shares; 2025Q3: 2,207 shares; 2025Q4: 2,251 shares 2,251 $261K <0.01% +44 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,762 shares 14,762 $260K <0.01% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,181 shares; 2025Q1: 13,946 shares; 2025Q2: 14,060 shares; 2025Q3: 14,301 shares; 2025Q4: 14,547 shares 14,547 $258K <0.01% +246 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,394 shares; 2025Q1: 1,382 shares; 2025Q2: 1,303 shares; 2025Q3: 1,030 shares; 2025Q4: 1,192 shares 1,192 $256K <0.01% +162 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,543 shares; 2025Q1: 4,510 shares; 2025Q2: 4,473 shares; 2025Q3: 4,473 shares; 2025Q4: 1,200 shares 1,200 $256K <0.01% -3,273 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,246 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares 1,910 $254K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,571 shares; 2025Q2: 3,571 shares; 2025Q3: 3,571 shares; 2025Q4: 3,591 shares 3,591 $251K <0.01% +20 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 915 shares 915 $248K <0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,049 shares; 2025Q2: 1,046 shares; 2025Q3: 1,031 shares; 2025Q4: 1,323 shares 1,323 $248K <0.01% +292 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 278 shares 278 $246K <0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,864 shares; 2025Q1: 14,864 shares; 2025Q2: 14,864 shares; 2025Q3: 14,864 shares; 2025Q4: 14,864 shares 14,864 $246K <0.01% 0 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: restricted; 2024Q4: 15,273 shares; 2025Q1: 14,800 shares; 2025Q2: not reported; 2025Q3: 13,584 shares; 2025Q4: 15,423 shares 15,423 $246K <0.01% +1,839 Timeline INTENSITY THERAPEUTICS INC INTENSITY THERAPEUTICS INC More: the full row for INTENSITY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 942,841 shares; 2025Q1: 976,797 shares; 2025Q2: 976,797 shares; 2025Q3: 976,797 shares; 2025Q4: 650,151 shares 650,151 $244K <0.01% -326,646 BKV BKV CORP More: the full row for BKV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,715 shares 8,715 $242K <0.01% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,589 shares; 2025Q4: 5,589 shares 5,589 $239K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,105 shares; 2025Q4: 1,114 shares 1,114 $239K <0.01% +9 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: restricted; 2024Q4: 2,594 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,861 shares 1,861 $236K <0.01% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,931 shares; 2025Q1: 27,488 shares; 2025Q2: 21,572 shares; 2025Q3: 25,586 shares; 2025Q4: 10,374 shares 10,374 $235K <0.01% -15,212 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares 1,992 $233K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,982 shares; 2025Q1: 3,845 shares; 2025Q2: 3,804 shares; 2025Q3: 3,800 shares; 2025Q4: 3,914 shares 3,914 $231K <0.01% +114 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: 2,081 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 1,400 shares 1,400 $229K <0.01% -654 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,903 shares 4,903 $228K <0.01% new Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,987 shares; 2025Q4: 12,987 shares 12,987 $227K <0.01% 0 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,501 shares; 2025Q1: 11,501 shares; 2025Q2: 11,501 shares; 2025Q3: 11,501 shares; 2025Q4: 11,501 shares 11,501 $227K <0.01% 0 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares 3,950 $227K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 1,107 shares 1,107 $226K <0.01% +47 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,178 shares; 2025Q4: 1,952 shares 1,952 $225K <0.01% -226 Timeline MBOX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,507 shares; 2025Q1: 9,832 shares; 2025Q2: 6,168 shares; 2025Q3: 6,210 shares; 2025Q4: 6,351 shares 6,351 $224K <0.01% +141 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,707 shares 7,707 $223K <0.01% new Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,264 shares 2,264 $222K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 1,053 shares 1,053 $222K <0.01% +55 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,849 shares 2,849 $222K <0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,620 shares 3,620 $221K <0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,047 shares 2,047 $215K <0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,253 shares 2,253 $215K <0.01% new Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,790 shares; 2025Q4: 5,790 shares 5,790 $214K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,984 shares; 2025Q4: 4,567 shares 4,567 $210K <0.01% +583 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 1,150 shares 1,150 $210K <0.01% +60 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares 193 $209K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares 1,943 $209K <0.01% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,830 shares 1,830 $208K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares 1,504 $206K <0.01% new 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: restricted; 2024Q4: 15,750 shares; 2025Q1: 15,750 shares; 2025Q2: not reported; 2025Q3: 15,008 shares; 2025Q4: 17,807 shares 17,807 $131K <0.01% +2,799 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,900 shares; 2025Q4: 11,900 shares 11,900 $130K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,184 shares 10,184 $121K <0.01% new Timeline GAIA GAIA INC NEW More: the full row for GAIA INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,650 shares; 2025Q1: 32,650 shares; 2025Q2: 32,650 shares; 2025Q3: 32,650 shares; 2025Q4: 32,650 shares 32,650 $119K <0.01% 0 Timeline ARHS ARHAUS INC More: the full row for ARHAUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $115K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,314 shares 20,314 $108K <0.01% new Timeline AMWL AMERICAN WELL CORP More: the full row for AMERICAN WELL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $48K <0.01% 0 Timeline VRA VERA BRADLEY INC More: the full row for VERA BRADLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $33K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,204 shares 10,204 $29.2K <0.01% new Timeline FTHM FATHOM HOLDINGS INC More: the full row for FATHOM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $13K <0.01% 0 Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $5.46K <0.01% 0 Timeline