VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,964,329 shares; 2024Q4: 10,505,245 shares; 2025Q1: 10,725,550 shares; 2025Q2: 10,545,183 shares; 2025Q3: 14,919,197 shares; 2025Q4: 16,724,645 shares 16,724,645 $1B 10.62% +1,805,448 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: 2,113,735 shares; 2024Q4: 2,114,704 shares; 2025Q1: 2,567,844 shares; 2025Q2: 2,709,460 shares; 2025Q3: 2,565,178 shares; 2025Q4: 2,539,532 shares 2,539,532 $851M 9.02% -25,646 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: 1,948,321 shares; 2024Q4: 1,745,318 shares; 2025Q1: 1,902,762 shares; 2025Q2: 1,875,573 shares; 2025Q3: 1,866,416 shares; 2025Q4: 1,874,800 shares 1,874,800 $725M 7.68% +8,384 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: 7,118,927 shares; 2024Q4: 7,033,305 shares; 2025Q1: 10,411,294 shares; 2025Q2: 10,220,446 shares; 2025Q3: 9,807,610 shares; 2025Q4: 9,489,679 shares 9,489,679 $593M 6.28% -317,931 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: 202,517 shares; 2024Q4: 249,653 shares; 2025Q1: 692,477 shares; 2025Q2: 723,637 shares; 2025Q3: 704,458 shares; 2025Q4: 704,587 shares 704,587 $481M 5.1% +129 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777,466 shares; 2024Q4: 10,204,017 shares; 2025Q1: 11,901,176 shares; 2025Q2: 12,223,396 shares; 2025Q3: 12,199,923 shares; 2025Q4: 11,909,368 shares 11,909,368 $312M 3.31% -290,555 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: 5,582,635 shares; 2024Q4: 10,756,921 shares; 2025Q1: 13,136,350 shares; 2025Q2: 12,964,048 shares; 2025Q3: 12,685,293 shares; 2025Q4: 12,527,998 shares 12,527,998 $301M 3.19% -157,295 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: not reported; 2024Q4: not reported; 2025Q1: 470,732 shares; 2025Q2: 477,804 shares; 2025Q3: 462,582 shares; 2025Q4: 462,701 shares 462,701 $290M 3.07% +119 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: not reported; 2024Q4: not reported; 2025Q1: 1,540,670 shares; 2025Q2: 1,530,826 shares; 2025Q3: 1,511,250 shares; 2025Q4: 1,505,250 shares 1,505,250 $216M 2.29% -6,000 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,544,362 shares; 2025Q2: 2,520,673 shares; 2025Q3: 2,553,688 shares; 2025Q4: 2,627,987 shares 2,627,987 $211M 2.23% +74,299 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: 1,428,737 shares; 2024Q4: 1,416,246 shares; 2025Q1: 1,104,007 shares; 2025Q2: 1,100,811 shares; 2025Q3: 1,121,099 shares; 2025Q4: 1,042,872 shares 1,042,872 $199M 2.11% -78,227 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: 931,914 shares; 2024Q4: 923,953 shares; 2025Q1: 1,793,264 shares; 2025Q2: 1,836,568 shares; 2025Q3: 1,898,383 shares; 2025Q4: 1,845,611 shares 1,845,611 $197M 2.09% -52,772 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: 3,134,206 shares; 2024Q4: 3,048,004 shares; 2025Q1: 3,804,080 shares; 2025Q2: 3,682,836 shares; 2025Q3: 3,665,055 shares; 2025Q4: 3,572,897 shares 3,572,897 $192M 2.04% -92,158 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955,992 shares; 2024Q4: 926,103 shares; 2025Q1: 1,212,303 shares; 2025Q2: 1,546,793 shares; 2025Q3: 1,244,123 shares; 2025Q4: 837,390 shares 837,390 $166M 1.76% -406,733 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: 166,557 shares; 2024Q4: 194,515 shares; 2025Q1: 1,602,444 shares; 2025Q2: 1,636,232 shares; 2025Q3: 1,635,604 shares; 2025Q4: 1,697,724 shares 1,697,724 $152M 1.61% +62,120 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,909 shares; 2025Q2: 37,432 shares; 2025Q3: 381,978 shares; 2025Q4: 596,705 shares 596,705 $114M 1.21% +214,727 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,249 shares; 2024Q4: 379,866 shares; 2025Q1: 399,513 shares; 2025Q2: 437,831 shares; 2025Q3: 538,183 shares; 2025Q4: 734,752 shares 734,752 $104M 1.1% +196,569 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,378 shares; 2025Q4: 1,370,698 shares 1,370,698 $103M 1.1% +1,354,320 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,486,868 shares; 2024Q4: 2,362,293 shares; 2025Q1: 2,342,086 shares; 2025Q2: 2,039,201 shares; 2025Q3: 1,954,254 shares; 2025Q4: 1,945,859 shares 1,945,859 $97.9M 1.04% -8,395 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: not reported; 2024Q4: not reported; 2025Q1: 117,636 shares; 2025Q2: 125,627 shares; 2025Q3: 124,576 shares; 2025Q4: 118,383 shares 118,383 $81.1M 0.86% -6,193 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: not reported; 2024Q4: not reported; 2025Q1: 482,571 shares; 2025Q2: 639,855 shares; 2025Q3: 622,305 shares; 2025Q4: 621,420 shares 621,420 $75.7M 0.8% -885 Timeline VIGI 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: not reported; 2024Q4: not reported; 2025Q1: 928,899 shares; 2025Q2: 803,708 shares; 2025Q3: 752,710 shares; 2025Q4: 719,745 shares 719,745 $65.8M 0.7% -32,965 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,751,540 shares; 2025Q2: 1,241,540 shares; 2025Q3: 1,241,540 shares; 2025Q4: 1,241,540 shares 1,241,540 $62M 0.66% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,606 shares; 2024Q4: 195,440 shares; 2025Q1: 172,786 shares; 2025Q2: 165,008 shares; 2025Q3: 146,462 shares; 2025Q4: 613,113 shares 613,113 $61.2M 0.65% +466,651 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171,077 shares; 2025Q2: 170,662 shares; 2025Q3: 150,668 shares; 2025Q4: 149,611 shares 149,611 $59.5M 0.63% -1,057 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: 482,655 shares; 2024Q4: 565,639 shares; 2025Q1: 572,153 shares; 2025Q2: 602,015 shares; 2025Q3: 499,052 shares; 2025Q4: 472,402 shares 472,402 $58.2M 0.62% -26,650 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: 274,406 shares; 2024Q4: 274,673 shares; 2025Q1: 217,546 shares; 2025Q2: 232,625 shares; 2025Q3: 220,735 shares; 2025Q4: 212,435 shares 212,435 $57.8M 0.61% -8,300 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: 525,750 shares; 2024Q4: 502,661 shares; 2025Q1: 621,092 shares; 2025Q2: 600,031 shares; 2025Q3: 594,990 shares; 2025Q4: 587,733 shares 587,733 $56.4M 0.6% -7,257 Timeline STIP 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: 306,472 shares; 2024Q4: 301,924 shares; 2025Q1: 495,768 shares; 2025Q2: 508,917 shares; 2025Q3: 502,177 shares; 2025Q4: 542,986 shares 542,986 $55.6M 0.59% +40,809 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: 178,537 shares; 2024Q4: 177,714 shares; 2025Q1: 75,260 shares; 2025Q2: 125,739 shares; 2025Q3: 114,206 shares; 2025Q4: 108,592 shares 108,592 $52.5M 0.56% -5,614 Timeline VGLT 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: 2,799,151 shares; 2024Q4: 2,985,854 shares; 2025Q1: 3,151,629 shares; 2025Q2: 3,174,110 shares; 2025Q3: 825,848 shares; 2025Q4: 894,920 shares 894,920 $49.9M 0.53% +69,072 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 675,162 shares; 2025Q2: 786,106 shares; 2025Q3: 710,533 shares; 2025Q4: 709,475 shares 709,475 $49.3M 0.52% -1,058 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: 330,442 shares; 2024Q4: 333,734 shares; 2025Q1: 382,717 shares; 2025Q2: 405,655 shares; 2025Q3: 405,662 shares; 2025Q4: 392,849 shares 392,849 $47.5M 0.5% -12,813 Timeline VDE 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: 345,991 shares; 2024Q4: 341,019 shares; 2025Q1: 335,025 shares; 2025Q2: 344,174 shares; 2025Q3: 340,165 shares; 2025Q4: 370,931 shares 370,931 $46.7M 0.49% +30,766 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: 341,020 shares; 2024Q4: 338,360 shares; 2025Q1: 431,908 shares; 2025Q2: 439,840 shares; 2025Q3: 428,066 shares; 2025Q4: 446,251 shares 446,251 $39.5M 0.42% +18,185 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 816,408 shares; 2025Q2: 669,029 shares; 2025Q3: 626,053 shares; 2025Q4: 593,542 shares 593,542 $39.2M 0.42% -32,511 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: 64,260 shares; 2024Q4: 121,864 shares; 2025Q1: 610,615 shares; 2025Q2: 577,154 shares; 2025Q3: 562,933 shares; 2025Q4: 578,172 shares 578,172 $38.9M 0.41% +15,239 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: not reported; 2024Q4: not reported; 2025Q1: 59,437 shares; 2025Q2: 132,831 shares; 2025Q3: 121,511 shares; 2025Q4: 117,079 shares 117,079 $37.7M 0.4% -4,432 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: not reported; 2024Q4: not reported; 2025Q1: 44,250 shares; 2025Q2: 129,203 shares; 2025Q3: 121,596 shares; 2025Q4: 102,986 shares 102,986 $35.6M 0.38% -18,610 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: not reported; 2024Q4: not reported; 2025Q1: 114,278 shares; 2025Q2: 113,825 shares; 2025Q3: 113,230 shares; 2025Q4: 112,902 shares 112,902 $35.5M 0.38% -328 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,072 shares; 2024Q4: 521,117 shares; 2025Q1: 787,829 shares; 2025Q2: 802,784 shares; 2025Q3: 803,518 shares; 2025Q4: 762,143 shares 762,143 $34.6M 0.37% -41,375 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: not reported; 2024Q4: not reported; 2025Q1: 225,166 shares; 2025Q2: 218,023 shares; 2025Q3: 203,954 shares; 2025Q4: 205,706 shares 205,706 $34.5M 0.37% +1,752 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,648 shares; 2024Q4: 2,093,437 shares; 2025Q1: 1,313,120 shares; 2025Q2: 1,331,753 shares; 2025Q3: 1,323,278 shares; 2025Q4: 1,402,884 shares 1,402,884 $34.2M 0.36% +79,606 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: not reported; 2024Q4: not reported; 2025Q1: 72,132 shares; 2025Q2: 72,213 shares; 2025Q3: 70,927 shares; 2025Q4: 71,958 shares 71,958 $34.1M 0.36% +1,031 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,779 shares; 2025Q2: 202,315 shares; 2025Q3: 190,753 shares; 2025Q4: 185,612 shares 185,612 $34M 0.36% -5,141 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: 66,665 shares; 2024Q4: 66,907 shares; 2025Q1: 86,891 shares; 2025Q2: 86,553 shares; 2025Q3: 86,490 shares; 2025Q4: 85,046 shares 85,046 $33.7M 0.36% -1,444 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587,542 shares; 2025Q2: 566,241 shares; 2025Q3: 532,291 shares; 2025Q4: 454,125 shares 454,125 $33.6M 0.36% -78,166 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: not reported; 2024Q4: not reported; 2025Q1: 55,905 shares; 2025Q2: 171,664 shares; 2025Q3: 165,665 shares; 2025Q4: 161,365 shares 161,365 $33.4M 0.35% -4,300 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: not reported; 2024Q4: not reported; 2025Q1: 110,662 shares; 2025Q2: 136,744 shares; 2025Q3: 136,412 shares; 2025Q4: 125,385 shares 125,385 $32.3M 0.34% -11,027 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: 77,245 shares; 2024Q4: 77,257 shares; 2025Q1: 177,996 shares; 2025Q2: 186,866 shares; 2025Q3: 175,186 shares; 2025Q4: 172,094 shares 172,094 $32.1M 0.34% -3,092 Timeline XME 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: 456,468 shares; 2024Q4: 446,644 shares; 2025Q1: 446,747 shares; 2025Q2: 455,434 shares; 2025Q3: 439,896 shares; 2025Q4: 307,647 shares 307,647 $31.9M 0.34% -132,249 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: 431,298 shares; 2024Q4: 435,211 shares; 2025Q1: 428,475 shares; 2025Q2: 456,580 shares; 2025Q3: 457,022 shares; 2025Q4: 444,824 shares 444,824 $31.9M 0.34% -12,198 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: not reported; 2024Q4: not reported; 2025Q1: 61,505 shares; 2025Q2: 55,547 shares; 2025Q3: 53,046 shares; 2025Q4: 52,453 shares 52,453 $31.7M 0.34% -593 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: not reported; 2024Q4: not reported; 2025Q1: 48,005 shares; 2025Q2: 50,970 shares; 2025Q3: 52,394 shares; 2025Q4: 51,044 shares 51,044 $31.4M 0.33% -1,350 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: 36,319 shares; 2024Q4: 34,657 shares; 2025Q1: 28,337 shares; 2025Q2: 44,291 shares; 2025Q3: 44,101 shares; 2025Q4: 43,066 shares 43,066 $28.4M 0.3% -1,035 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: not reported; 2024Q4: not reported; 2025Q1: 42,791 shares; 2025Q2: 166,446 shares; 2025Q3: 165,004 shares; 2025Q4: 158,942 shares 158,942 $28.2M 0.3% -6,062 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,656 shares; 2025Q2: 68,180 shares; 2025Q3: 68,003 shares; 2025Q4: 60,182 shares 60,182 $28.1M 0.3% -7,821 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901,174 shares; 2024Q4: 1,934,443 shares; 2025Q1: 1,928,973 shares; 2025Q2: 1,964,353 shares; 2025Q3: 1,938,452 shares; 2025Q4: 2,111,753 shares 2,111,753 $28M 0.3% +173,301 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: not reported; 2024Q4: not reported; 2025Q1: 210,744 shares; 2025Q2: 463,267 shares; 2025Q3: 449,998 shares; 2025Q4: 399,711 shares 399,711 $27.9M 0.3% -50,287 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,559 shares; 2024Q4: 605,892 shares; 2025Q1: 733,854 shares; 2025Q2: 749,377 shares; 2025Q3: 746,002 shares; 2025Q4: 742,539 shares 742,539 $24.3M 0.26% -3,463 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,685 shares; 2025Q2: 131,887 shares; 2025Q3: 120,613 shares; 2025Q4: 109,931 shares 109,931 $24.2M 0.26% -10,682 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: 325,125 shares; 2024Q4: 311,004 shares; 2025Q1: 106,199 shares; 2025Q2: 113,506 shares; 2025Q3: 105,925 shares; 2025Q4: 102,141 shares 102,141 $23.6M 0.25% -3,784 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: not reported; 2024Q4: not reported; 2025Q1: 53,467 shares; 2025Q2: 210,366 shares; 2025Q3: 208,603 shares; 2025Q4: 208,620 shares 208,620 $23.3M 0.25% +17 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: 24,686 shares; 2024Q4: 23,960 shares; 2025Q1: 33,324 shares; 2025Q2: 29,508 shares; 2025Q3: 29,670 shares; 2025Q4: 29,251 shares 29,251 $22M 0.23% -419 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: not reported; 2024Q4: not reported; 2025Q1: 4,827,173 shares; 2025Q2: 4,321,270 shares; 2025Q3: 3,144,029 shares; 2025Q4: 3,094,015 shares 3,094,015 $21.5M 0.23% -50,014 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,486 shares; 2025Q2: 110,893 shares; 2025Q3: 110,857 shares; 2025Q4: 114,183 shares 114,183 $21.1M 0.22% +3,326 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: 32,781 shares; 2024Q4: 32,613 shares; 2025Q1: 40,452 shares; 2025Q2: 41,036 shares; 2025Q3: 40,629 shares; 2025Q4: 39,049 shares 39,049 $19.1M 0.2% -1,580 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,363 shares; 2025Q2: 67,349 shares; 2025Q3: 66,590 shares; 2025Q4: 66,588 shares 66,588 $19M 0.2% -2 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: not reported; 2024Q4: not reported; 2025Q1: 79,088 shares; 2025Q2: 382,554 shares; 2025Q3: 387,828 shares; 2025Q4: 385,791 shares 385,791 $19M 0.2% -2,037 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216,900 shares; 2025Q3: 231,549 shares; 2025Q4: 238,795 shares 238,795 $18.6M 0.2% +7,246 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,167 shares; 2025Q2: 52,649 shares; 2025Q3: 51,529 shares; 2025Q4: 49,136 shares 49,136 $18.3M 0.19% -2,393 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: 25,862 shares; 2024Q4: 25,889 shares; 2025Q1: 64,835 shares; 2025Q2: 65,466 shares; 2025Q3: 65,454 shares; 2025Q4: 56,301 shares 56,301 $17.7M 0.19% -9,153 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: not reported; 2024Q4: not reported; 2025Q1: 190,237 shares; 2025Q2: 1,107,229 shares; 2025Q3: 1,111,589 shares; 2025Q4: 1,109,514 shares 1,109,514 $17.6M 0.19% -2,075 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: not reported; 2024Q4: not reported; 2025Q1: 25,335 shares; 2025Q2: 89,677 shares; 2025Q3: 96,431 shares; 2025Q4: 97,714 shares 97,714 $16.7M 0.18% +1,283 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,183 shares; 2025Q2: 176,557 shares; 2025Q3: 156,628 shares; 2025Q4: 154,146 shares 154,146 $16.5M 0.17% -2,482 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140,774 shares; 2025Q2: 140,796 shares; 2025Q3: 140,511 shares; 2025Q4: 140,596 shares 140,596 $16.5M 0.17% +85 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: not reported; 2024Q4: not reported; 2025Q1: 12,023 shares; 2025Q2: 41,794 shares; 2025Q3: 57,089 shares; 2025Q4: 57,016 shares 57,016 $16.5M 0.17% -73 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 611,098 shares; 2025Q2: 604,085 shares; 2025Q3: 598,765 shares; 2025Q4: 598,765 shares 598,765 $16.3M 0.17% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,300 shares; 2025Q2: 179,104 shares; 2025Q3: 179,717 shares; 2025Q4: 179,591 shares 179,591 $16.3M 0.17% -126 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: 56,896 shares; 2024Q4: 57,047 shares; 2025Q1: 15,086 shares; 2025Q2: 57,939 shares; 2025Q3: 53,558 shares; 2025Q4: 53,441 shares 53,441 $16.3M 0.17% -117 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: not reported; 2024Q4: not reported; 2025Q1: 243,852 shares; 2025Q2: 156,171 shares; 2025Q3: 138,084 shares; 2025Q4: 134,641 shares 134,641 $16.2M 0.17% -3,443 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 382,221 shares; 2025Q2: 385,084 shares; 2025Q3: 349,062 shares; 2025Q4: 349,062 shares 349,062 $15.5M 0.16% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,425 shares; 2025Q2: 208,539 shares; 2025Q3: 202,215 shares; 2025Q4: 202,463 shares 202,463 $14.9M 0.16% +248 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,948 shares; 2024Q4: 247,712 shares; 2025Q1: 293,078 shares; 2025Q2: 285,657 shares; 2025Q3: 277,203 shares; 2025Q4: 263,107 shares 263,107 $14.4M 0.15% -14,096 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605,232 shares; 2025Q2: 622,522 shares; 2025Q3: 636,338 shares; 2025Q4: 649,887 shares 649,887 $14.1M 0.15% +13,549 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,725 shares; 2025Q2: 64,143 shares; 2025Q3: 64,284 shares; 2025Q4: 71,121 shares 71,121 $14.1M 0.15% +6,837 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,087 shares; 2025Q2: 16,135 shares; 2025Q3: 15,873 shares; 2025Q4: 16,018 shares 16,018 $14.1M 0.15% +145 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,198 shares; 2025Q4: 47,652 shares 47,652 $13.8M 0.15% +5,454 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: 338,944 shares; 2024Q4: 294,816 shares; 2025Q1: 46,979 shares; 2025Q2: 52,208 shares; 2025Q3: 46,820 shares; 2025Q4: 43,318 shares 43,318 $13.6M 0.14% -3,502 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: 116,904 shares; 2024Q4: 117,173 shares; 2025Q1: 181,799 shares; 2025Q2: 181,485 shares; 2025Q3: 182,894 shares; 2025Q4: 181,298 shares 181,298 $13.3M 0.14% -1,596 Timeline GOVT 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: 499,857 shares; 2024Q4: 683,855 shares; 2025Q1: 524,477 shares; 2025Q2: 546,923 shares; 2025Q3: 549,676 shares; 2025Q4: 578,537 shares 578,537 $13.3M 0.14% +28,861 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: not reported; 2024Q4: not reported; 2025Q1: 35,275 shares; 2025Q2: 119,477 shares; 2025Q3: 90,767 shares; 2025Q4: 86,607 shares 86,607 $13.2M 0.14% -4,160 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: not reported; 2024Q4: not reported; 2025Q1: 27,996 shares; 2025Q2: 28,359 shares; 2025Q3: 30,200 shares; 2025Q4: 26,203 shares 26,203 $13.2M 0.14% -3,997 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197,408 shares 197,408 $12.9M 0.14% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 464,556 shares; 2025Q2: 464,620 shares; 2025Q3: 464,681 shares; 2025Q4: 460,431 shares 460,431 $12.4M 0.13% -4,250 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,936 shares; 2025Q2: 80,289 shares; 2025Q3: 74,952 shares; 2025Q4: 74,911 shares 74,911 $12.2M 0.13% -41 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,448 shares; 2025Q2: 18,334 shares; 2025Q3: 11,258 shares; 2025Q4: 11,049 shares 11,049 $11.9M 0.13% -209 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: not reported; 2024Q4: not reported; 2025Q1: 91,678 shares; 2025Q2: 91,191 shares; 2025Q3: 89,648 shares; 2025Q4: 82,166 shares 82,166 $11.2M 0.12% -7,482 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: 2,056 shares; 2024Q4: 2,052 shares; 2025Q1: 47,850 shares; 2025Q2: 47,894 shares; 2025Q3: 47,396 shares; 2025Q4: 44,732 shares 44,732 $11M 0.12% -2,664 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: not reported; 2024Q4: not reported; 2025Q1: 46,936 shares; 2025Q2: 120,126 shares; 2025Q3: 66,862 shares; 2025Q4: 76,271 shares 76,271 $10.9M 0.12% +9,409 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,544 shares; 2024Q4: 395,772 shares; 2025Q1: 298,910 shares; 2025Q2: 299,145 shares; 2025Q3: 336,630 shares; 2025Q4: 299,501 shares 299,501 $10.6M 0.11% -37,129 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: not reported; 2024Q4: not reported; 2025Q1: 33,998 shares; 2025Q2: 75,477 shares; 2025Q3: 51,690 shares; 2025Q4: 53,096 shares 53,096 $10.3M 0.11% +1,406 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992,357 shares; 2024Q4: 4,203,603 shares; 2025Q1: 4,350,425 shares; 2025Q2: 4,282,925 shares; 2025Q3: 180,445 shares; 2025Q4: 167,556 shares 167,556 $9.84M 0.1% -12,889 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,125 shares; 2025Q2: 238,768 shares; 2025Q3: 240,534 shares; 2025Q4: 240,996 shares 240,996 $9.74M 0.1% +462 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: not reported; 2024Q4: not reported; 2025Q1: 55,211 shares; 2025Q2: 55,183 shares; 2025Q3: 52,740 shares; 2025Q4: 52,667 shares 52,667 $9.7M 0.1% -73 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: not reported; 2024Q4: not reported; 2025Q1: 51,196 shares; 2025Q2: 57,571 shares; 2025Q3: 57,358 shares; 2025Q4: 44,941 shares 44,941 $9.45M 0.1% -12,417 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: not reported; 2024Q4: not reported; 2025Q1: 78,372 shares; 2025Q2: 142,088 shares; 2025Q3: 78,367 shares; 2025Q4: 78,223 shares 78,223 $9.41M 0.1% -144 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531,499 shares; 2025Q2: 535,527 shares; 2025Q3: 454,572 shares; 2025Q4: 453,686 shares 453,686 $9.18M 0.1% -886 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,715 shares; 2025Q2: 25,912 shares; 2025Q3: 30,132 shares; 2025Q4: 30,199 shares 30,199 $8.95M 0.09% +67 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: not reported; 2024Q4: not reported; 2025Q1: 68,769 shares; 2025Q2: 69,138 shares; 2025Q3: 69,138 shares; 2025Q4: 69,138 shares 69,138 $8.91M 0.09% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,094 shares; 2025Q2: 30,952 shares; 2025Q3: 30,914 shares; 2025Q4: 40,463 shares 40,463 $8.79M 0.09% +9,549 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: not reported; 2024Q4: not reported; 2025Q1: 89,725 shares; 2025Q2: 89,947 shares; 2025Q3: 89,887 shares; 2025Q4: 88,805 shares 88,805 $8.68M 0.09% -1,082 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: not reported; 2024Q4: not reported; 2025Q1: 174,390 shares; 2025Q2: 191,902 shares; 2025Q3: 161,181 shares; 2025Q4: 154,761 shares 154,761 $8.51M 0.09% -6,420 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 687,962 shares; 2025Q2: 687,962 shares; 2025Q3: 658,704 shares; 2025Q4: 658,704 shares 658,704 $8.43M 0.09% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214,179 shares; 2025Q3: 218,522 shares; 2025Q4: 218,560 shares 218,560 $8.43M 0.09% +38 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: not reported; 2024Q4: not reported; 2025Q1: 13,123 shares; 2025Q2: 34,808 shares; 2025Q3: 34,387 shares; 2025Q4: 34,246 shares 34,246 $7.92M 0.08% -141 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,361 shares; 2025Q2: 59,361 shares; 2025Q3: 59,361 shares; 2025Q4: 61,974 shares 61,974 $7.7M 0.08% +2,613 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: not reported; 2024Q4: not reported; 2025Q1: 23,160 shares; 2025Q2: 39,233 shares; 2025Q3: 26,277 shares; 2025Q4: 52,020 shares 52,020 $7.49M 0.08% +25,743 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,426 shares; 2025Q2: 23,296 shares; 2025Q3: 23,440 shares; 2025Q4: 23,483 shares 23,483 $7.33M 0.08% +43 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,945 shares; 2024Q4: 20,983 shares; 2025Q1: 20,924 shares; 2025Q2: 21,126 shares; 2025Q3: 21,158 shares; 2025Q4: 21,194 shares 21,194 $7.27M 0.08% +36 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 301,780 shares; 2025Q2: 278,813 shares; 2025Q3: 265,963 shares; 2025Q4: 259,350 shares 259,350 $7.11M 0.08% -6,613 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: 23,821 shares; 2024Q4: 23,821 shares; 2025Q1: 36,593 shares; 2025Q2: 33,465 shares; 2025Q3: 33,479 shares; 2025Q4: 33,209 shares 33,209 $7.04M 0.07% -270 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: not reported; 2024Q4: not reported; 2025Q1: 1,649 shares; 2025Q2: 33,046 shares; 2025Q3: 29,360 shares; 2025Q4: 28,695 shares 28,695 $6.95M 0.07% -665 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: not reported; 2024Q4: not reported; 2025Q1: 7,135 shares; 2025Q2: 9,299 shares; 2025Q3: 136,190 shares; 2025Q4: 136,599 shares 136,599 $6.95M 0.07% +409 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,540 shares; 2025Q2: 251,540 shares; 2025Q3: 251,540 shares; 2025Q4: 251,880 shares 251,880 $6.49M 0.07% +340 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 239,329 shares; 2025Q2: 168,593 shares; 2025Q3: 173,874 shares; 2025Q4: 187,899 shares 187,899 $6.44M 0.07% +14,025 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: not reported; 2024Q4: not reported; 2025Q1: 11,455 shares; 2025Q2: 121,403 shares; 2025Q3: 107,403 shares; 2025Q4: 107,736 shares 107,736 $6.31M 0.07% +333 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581,282 shares; 2025Q2: 134,788 shares; 2025Q3: 105,760 shares; 2025Q4: 100,628 shares 100,628 $6.12M 0.06% -5,132 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,024 shares; 2025Q2: 30,633 shares; 2025Q3: 23,195 shares; 2025Q4: 21,973 shares 21,973 $6.05M 0.06% -1,222 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: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.06% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,925 shares; 2025Q2: 8,118 shares; 2025Q3: 7,908 shares; 2025Q4: 39,415 shares 39,415 $6.04M 0.06% +31,507 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,695 shares; 2024Q4: 34,695 shares; 2025Q1: 63,314 shares; 2025Q2: 63,314 shares; 2025Q3: 63,314 shares; 2025Q4: 63,244 shares 63,244 $5.94M 0.06% -70 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: not reported; 2024Q4: not reported; 2025Q1: 5,359 shares; 2025Q2: 38,256 shares; 2025Q3: 37,758 shares; 2025Q4: 38,395 shares 38,395 $5.92M 0.06% +637 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,759 shares; 2025Q2: 53,520 shares; 2025Q3: 53,583 shares; 2025Q4: 53,619 shares 53,619 $5.91M 0.06% +36 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: not reported; 2024Q4: not reported; 2025Q1: 20,100 shares; 2025Q2: 20,057 shares; 2025Q3: 19,779 shares; 2025Q4: 20,177 shares 20,177 $5.86M 0.06% +398 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,072 shares; 2025Q2: 181,983 shares; 2025Q3: 504,135 shares; 2025Q4: 225,232 shares 225,232 $5.82M 0.06% -278,903 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,910 shares; 2025Q2: 40,969 shares; 2025Q3: 40,910 shares; 2025Q4: 40,910 shares 40,910 $5.8M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 57,846 shares; 2025Q2: 56,695 shares; 2025Q3: 56,434 shares; 2025Q4: 56,387 shares 56,387 $5.78M 0.06% -47 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: not reported; 2024Q4: not reported; 2025Q1: 9,147 shares; 2025Q2: 102,423 shares; 2025Q3: 90,148 shares; 2025Q4: 90,833 shares 90,833 $5.68M 0.06% +685 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 926 shares; 2025Q2: 7,084 shares; 2025Q3: 6,446 shares; 2025Q4: 6,390 shares 6,390 $5.62M 0.06% -56 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,778 shares; 2025Q2: 18,364 shares; 2025Q3: 16,595 shares; 2025Q4: 15,497 shares 15,497 $5.58M 0.06% -1,098 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792,613 shares; 2025Q2: 330,047 shares; 2025Q3: 230,550 shares; 2025Q4: 166,761 shares 166,761 $5.54M 0.06% -63,789 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: 6,101 shares; 2024Q4: 6,154 shares; 2025Q1: 26,092 shares; 2025Q2: 43,644 shares; 2025Q3: 43,581 shares; 2025Q4: 38,749 shares 38,749 $5.48M 0.06% -4,832 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,528 shares; 2025Q2: 16,161 shares; 2025Q3: 16,161 shares; 2025Q4: 15,161 shares 15,161 $5.42M 0.06% -1,000 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,936 shares; 2024Q4: 42,936 shares; 2025Q1: 47,821 shares; 2025Q2: 47,821 shares; 2025Q3: 47,821 shares; 2025Q4: 47,821 shares 47,821 $5.31M 0.06% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,761 shares; 2025Q2: 6,761 shares; 2025Q3: 7,609 shares; 2025Q4: 7,609 shares 7,609 $5.25M 0.06% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 349,971 shares 349,971 $5.25M 0.06% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,957 shares; 2025Q2: 75,957 shares; 2025Q3: 75,957 shares; 2025Q4: 75,957 shares 75,957 $5.19M 0.06% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,184 shares; 2025Q4: 112,139 shares 112,139 $5.12M 0.05% +6,955 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,909 shares; 2025Q2: 32,962 shares; 2025Q3: 32,599 shares; 2025Q4: 32,714 shares 32,714 $5.1M 0.05% +115 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: not reported; 2024Q4: not reported; 2025Q1: 14,836 shares; 2025Q2: 17,777 shares; 2025Q3: 16,585 shares; 2025Q4: 14,400 shares 14,400 $5.05M 0.05% -2,185 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,706 shares; 2025Q2: 32,692 shares; 2025Q3: 21,637 shares; 2025Q4: 21,489 shares 21,489 $4.78M 0.05% -148 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205,808 shares; 2025Q2: 205,808 shares; 2025Q3: 205,808 shares; 2025Q4: 205,808 shares 205,808 $4.69M 0.05% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,654 shares; 2025Q2: 113,925 shares; 2025Q3: 111,558 shares; 2025Q4: 101,830 shares 101,830 $4.53M 0.05% -9,728 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,297 shares; 2025Q3: 20,078 shares; 2025Q4: 20,522 shares 20,522 $4.5M 0.05% +444 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: not reported; 2024Q4: not reported; 2025Q1: 90,399 shares; 2025Q2: 106,550 shares; 2025Q3: 102,924 shares; 2025Q4: 95,264 shares 95,264 $4.46M 0.05% -7,660 Timeline IVLU 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: 115,259 shares; 2024Q4: 102,521 shares; 2025Q1: 116,031 shares; 2025Q2: 116,839 shares; 2025Q3: 115,312 shares; 2025Q4: 115,976 shares 115,976 $4.41M 0.05% +664 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: 37,296 shares; 2024Q4: 37,268 shares; 2025Q1: 8,902 shares; 2025Q2: 11,965 shares; 2025Q3: 9,751 shares; 2025Q4: 9,670 shares 9,670 $4.35M 0.05% -81 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: not reported; 2024Q4: not reported; 2025Q1: 11,316 shares; 2025Q2: 12,026 shares; 2025Q3: 11,668 shares; 2025Q4: 11,627 shares 11,627 $4.3M 0.05% -41 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,360 shares 23,360 $4.3M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 56,271 shares; 2025Q2: 46,026 shares; 2025Q3: 46,085 shares; 2025Q4: 42,168 shares 42,168 $4.2M 0.04% -3,917 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: not reported; 2024Q4: not reported; 2025Q1: 12,523 shares; 2025Q2: 13,270 shares; 2025Q3: 12,263 shares; 2025Q4: 11,963 shares 11,963 $4.12M 0.04% -300 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: not reported; 2024Q4: not reported; 2025Q1: 1,117 shares; 2025Q2: 11,037 shares; 2025Q3: 10,564 shares; 2025Q4: 10,567 shares 10,567 $4.11M 0.04% +3 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,429 shares; 2025Q2: 7,696 shares; 2025Q3: 7,180 shares; 2025Q4: 27,055 shares 27,055 $4.07M 0.04% +19,875 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: not reported; 2024Q4: not reported; 2025Q1: 41,816 shares; 2025Q2: 39,773 shares; 2025Q3: 35,813 shares; 2025Q4: 34,133 shares 34,133 $3.96M 0.04% -1,680 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,939 shares; 2025Q3: 66,732 shares; 2025Q4: 65,470 shares 65,470 $3.82M 0.04% -1,262 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: not reported; 2024Q4: not reported; 2025Q1: 40,573 shares; 2025Q2: 40,469 shares; 2025Q3: 40,476 shares; 2025Q4: 39,478 shares 39,478 $3.8M 0.04% -998 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422,846 shares; 2025Q2: 397,201 shares; 2025Q3: 348,071 shares; 2025Q4: 264,231 shares 264,231 $3.59M 0.04% -83,840 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,742 shares 53,742 $3.52M 0.04% new 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: 49,429 shares; 2024Q4: 49,430 shares; 2025Q1: 23,628 shares; 2025Q2: 23,359 shares; 2025Q3: 23,354 shares; 2025Q4: 23,596 shares 23,596 $3.51M 0.04% +242 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: not reported; 2024Q4: not reported; 2025Q1: 17,600 shares; 2025Q2: 24,578 shares; 2025Q3: 14,980 shares; 2025Q4: 15,055 shares 15,055 $3.44M 0.04% +75 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: not reported; 2024Q4: not reported; 2025Q1: 72,608 shares; 2025Q2: 72,703 shares; 2025Q3: 72,528 shares; 2025Q4: 72,428 shares 72,428 $3.41M 0.04% -100 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 15,436 shares; 2025Q3: 15,455 shares; 2025Q4: 13,271 shares 13,271 $3.36M 0.04% -2,184 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: not reported; 2024Q4: not reported; 2025Q1: 20,086 shares; 2025Q2: 17,591 shares; 2025Q3: 17,456 shares; 2025Q4: 16,944 shares 16,944 $3.31M 0.04% -512 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197,998 shares; 2025Q2: 197,998 shares; 2025Q3: 197,998 shares; 2025Q4: 197,998 shares 197,998 $3.27M 0.03% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,297 shares; 2025Q2: 137,631 shares; 2025Q3: 135,566 shares; 2025Q4: 127,006 shares 127,006 $3.19M 0.03% -8,560 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,930 shares; 2025Q2: 58,930 shares; 2025Q3: 58,930 shares; 2025Q4: 58,930 shares 58,930 $3.18M 0.03% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,116 shares; 2025Q2: 4,174 shares; 2025Q3: 3,634 shares; 2025Q4: 3,578 shares 3,578 $3.09M 0.03% -56 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,305 shares; 2025Q2: 34,795 shares; 2025Q3: 40,195 shares; 2025Q4: 40,174 shares 40,174 $3.06M 0.03% -21 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: not reported; 2024Q4: not reported; 2025Q1: 5,445 shares; 2025Q2: 5,465 shares; 2025Q3: 5,341 shares; 2025Q4: 5,314 shares 5,314 $3.04M 0.03% -27 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,254 shares; 2025Q3: 77,254 shares; 2025Q4: 77,560 shares 77,560 $2.99M 0.03% +306 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: not reported; 2024Q4: not reported; 2025Q1: 41,717 shares; 2025Q2: 184,048 shares; 2025Q3: 183,607 shares; 2025Q4: 32,056 shares 32,056 $2.95M 0.03% -151,551 Timeline MCHI 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: 173,406 shares; 2024Q4: 176,702 shares; 2025Q1: 155,554 shares; 2025Q2: 157,094 shares; 2025Q3: 64,093 shares; 2025Q4: 48,546 shares 48,546 $2.92M 0.03% -15,547 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: not reported; 2024Q4: not reported; 2025Q1: 40,269 shares; 2025Q2: 28,640 shares; 2025Q3: 28,785 shares; 2025Q4: 28,877 shares 28,877 $2.91M 0.03% +92 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,653 shares; 2024Q4: 230,950 shares; 2025Q1: 22,068 shares; 2025Q2: 42,818 shares; 2025Q3: 42,372 shares; 2025Q4: 40,614 shares 40,614 $2.9M 0.03% -1,758 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,855 shares; 2025Q2: 6,235 shares; 2025Q3: 6,081 shares; 2025Q4: 6,079 shares 6,079 $2.85M 0.03% -2 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: not reported; 2024Q4: not reported; 2025Q1: 11,228 shares; 2025Q2: 11,232 shares; 2025Q3: 10,556 shares; 2025Q4: 10,692 shares 10,692 $2.84M 0.03% +136 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,778 shares; 2025Q2: 105,565 shares; 2025Q3: 127,683 shares; 2025Q4: 56,317 shares 56,317 $2.8M 0.03% -71,366 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 18,683 shares 18,683 $2.77M 0.03% -1,317 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: not reported; 2024Q4: not reported; 2025Q1: 30,359 shares; 2025Q2: 30,359 shares; 2025Q3: 30,309 shares; 2025Q4: 30,309 shares 30,309 $2.73M 0.03% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,211 shares; 2025Q2: 19,486 shares; 2025Q3: 13,951 shares; 2025Q4: 14,250 shares 14,250 $2.58M 0.03% +299 Timeline TBN TAMBORAN RES CORP More: the full row for TAMBORAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,509 shares; 2025Q4: 93,509 shares 93,509 $2.55M 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,254 shares; 2025Q2: 20,626 shares; 2025Q3: 17,333 shares; 2025Q4: 14,314 shares 14,314 $2.54M 0.03% -3,019 Timeline IBTJ 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: 111,310 shares; 2024Q4: 111,566 shares; 2025Q1: 106,084 shares; 2025Q2: 106,282 shares; 2025Q3: 106,481 shares; 2025Q4: 115,838 shares 115,838 $2.54M 0.03% +9,357 Timeline IBTI 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: 108,994 shares; 2024Q4: 109,239 shares; 2025Q1: 103,883 shares; 2025Q2: 104,079 shares; 2025Q3: 104,274 shares; 2025Q4: 113,467 shares 113,467 $2.54M 0.03% +9,193 Timeline IBTH 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: 108,127 shares; 2024Q4: 108,381 shares; 2025Q1: 103,078 shares; 2025Q2: 103,274 shares; 2025Q3: 103,468 shares; 2025Q4: 112,622 shares 112,622 $2.53M 0.03% +9,154 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,950 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares; 2025Q4: 8,950 shares 8,950 $2.48M 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 24,514 shares; 2025Q2: 24,077 shares; 2025Q3: 22,873 shares; 2025Q4: 23,317 shares 23,317 $2.47M 0.03% +444 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: not reported; 2024Q4: not reported; 2025Q1: 9,439 shares; 2025Q2: 51,985 shares; 2025Q3: 48,554 shares; 2025Q4: 48,606 shares 48,606 $2.33M 0.02% +52 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,898 shares; 2025Q2: 43,900 shares; 2025Q3: 43,902 shares; 2025Q4: 43,905 shares 43,905 $2.32M 0.02% +3 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,497 shares; 2025Q2: 6,613 shares; 2025Q3: 6,302 shares; 2025Q4: 6,372 shares 6,372 $2.24M 0.02% +70 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,874 shares; 2025Q2: 20,382 shares; 2025Q3: 18,974 shares; 2025Q4: 17,869 shares 17,869 $2.24M 0.02% -1,105 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,531 shares; 2025Q2: 14,643 shares; 2025Q3: 13,789 shares; 2025Q4: 13,759 shares 13,759 $2.21M 0.02% -30 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,600 shares; 2025Q2: 83,600 shares; 2025Q3: 83,600 shares; 2025Q4: 83,600 shares 83,600 $2.21M 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,659 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,594 shares 4,594 $2.21M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,680 shares; 2025Q2: 8,514 shares; 2025Q3: 8,558 shares; 2025Q4: 27,159 shares 27,159 $2.2M 0.02% +18,601 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: not reported; 2024Q4: not reported; 2025Q1: 9,236 shares; 2025Q2: 9,352 shares; 2025Q3: 8,592 shares; 2025Q4: 8,471 shares 8,471 $2.19M 0.02% -121 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,996 shares; 2025Q2: 31,196 shares; 2025Q3: 31,196 shares; 2025Q4: 31,472 shares 31,472 $2.17M 0.02% +276 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,115 shares; 2025Q2: 31,115 shares; 2025Q3: 31,115 shares; 2025Q4: 31,115 shares 31,115 $2.13M 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 11,803 shares; 2025Q2: 11,094 shares; 2025Q3: 9,861 shares; 2025Q4: 9,861 shares 9,861 $2.12M 0.02% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,423 shares 34,423 $2.11M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 62,640 shares; 2025Q2: 61,072 shares; 2025Q3: 61,070 shares; 2025Q4: 65,271 shares 65,271 $2.09M 0.02% +4,201 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,046 shares; 2025Q2: 25,284 shares; 2025Q3: 25,284 shares; 2025Q4: 29,206 shares 29,206 $2.09M 0.02% +3,922 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,183 shares; 2025Q2: 115,183 shares; 2025Q3: 115,183 shares; 2025Q4: 115,183 shares 115,183 $2.02M 0.02% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140,335 shares; 2025Q2: 141,205 shares; 2025Q3: 140,405 shares; 2025Q4: 140,405 shares 140,405 $1.97M 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,618 shares; 2025Q2: 16,386 shares; 2025Q3: 16,387 shares; 2025Q4: 14,613 shares 14,613 $1.95M 0.02% -1,774 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 719,281 shares; 2025Q2: 444,471 shares; 2025Q3: 71,514 shares; 2025Q4: 71,736 shares 71,736 $1.93M 0.02% +222 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: not reported; 2024Q4: not reported; 2025Q1: 26,537 shares; 2025Q2: 34,807 shares; 2025Q3: 24,210 shares; 2025Q4: 25,054 shares 25,054 $1.93M 0.02% +844 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: not reported; 2024Q4: not reported; 2025Q1: 1,686 shares; 2025Q2: 2,056 shares; 2025Q3: 1,836 shares; 2025Q4: 20,510 shares 20,510 $1.92M 0.02% +18,674 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,835 shares; 2025Q2: 49,540 shares; 2025Q3: 42,006 shares; 2025Q4: 34,173 shares 34,173 $1.88M 0.02% -7,833 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,165 shares; 2025Q1: 21,599 shares; 2025Q2: 25,712 shares; 2025Q3: 20,967 shares; 2025Q4: 42,037 shares 42,037 $1.88M 0.02% +21,070 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: not reported; 2024Q4: not reported; 2025Q1: 5,728 shares; 2025Q2: 6,162 shares; 2025Q3: 4,129 shares; 2025Q4: 3,232 shares 3,232 $1.85M 0.02% -897 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: not reported; 2024Q4: not reported; 2025Q1: 8,472 shares; 2025Q2: 8,527 shares; 2025Q3: 8,510 shares; 2025Q4: 8,682 shares 8,682 $1.81M 0.02% +172 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,508 shares; 2025Q2: 68,460 shares; 2025Q3: 16,983 shares; 2025Q4: 19,303 shares 19,303 $1.8M 0.02% +2,320 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,010 shares; 2025Q2: 13,119 shares; 2025Q3: 37,888 shares; 2025Q4: 25,498 shares 25,498 $1.77M 0.02% -12,390 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: not reported; 2024Q4: not reported; 2025Q1: 106,632 shares; 2025Q2: 104,132 shares; 2025Q3: 100,979 shares; 2025Q4: 107,285 shares 107,285 $1.77M 0.02% +6,306 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: not reported; 2024Q4: not reported; 2025Q1: 27,373 shares; 2025Q2: 25,454 shares; 2025Q3: 24,720 shares; 2025Q4: 22,529 shares 22,529 $1.7M 0.02% -2,191 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,450 shares; 2025Q2: 21,234 shares; 2025Q3: 21,234 shares; 2025Q4: 21,234 shares 21,234 $1.69M 0.02% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 499,863 shares; 2025Q2: 499,863 shares; 2025Q3: 463,951 shares; 2025Q4: 114,154 shares 114,154 $1.69M 0.02% -349,797 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: not reported; 2024Q4: not reported; 2025Q1: 28,907 shares; 2025Q2: 29,288 shares; 2025Q3: 30,743 shares; 2025Q4: 30,693 shares 30,693 $1.68M 0.02% -50 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,038 shares; 2025Q2: 4,038 shares; 2025Q3: 4,042 shares; 2025Q4: 4,049 shares 4,049 $1.67M 0.02% +7 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162,111 shares; 2025Q3: 160,942 shares; 2025Q4: 179,450 shares 179,450 $1.64M 0.02% +18,508 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: not reported; 2024Q4: not reported; 2025Q1: 21,084 shares; 2025Q2: 20,877 shares; 2025Q3: 21,281 shares; 2025Q4: 20,751 shares 20,751 $1.64M 0.02% -530 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,940 shares; 2025Q2: 93,940 shares; 2025Q3: 93,940 shares; 2025Q4: 93,940 shares 93,940 $1.63M 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,274 shares; 2025Q2: 8,189 shares; 2025Q3: 7,124 shares; 2025Q4: 5,311 shares 5,311 $1.62M 0.02% -1,813 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: not reported; 2024Q4: not reported; 2025Q1: 3,530 shares; 2025Q2: 6,146 shares; 2025Q3: 5,942 shares; 2025Q4: 5,913 shares 5,913 $1.6M 0.02% -29 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: not reported; 2024Q4: not reported; 2025Q1: 18,686 shares; 2025Q2: 23,997 shares; 2025Q3: 16,795 shares; 2025Q4: 16,965 shares 16,965 $1.59M 0.02% +170 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 35,140 shares; 2025Q4: 35,140 shares 35,140 $1.54M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 20,478 shares; 2025Q2: 19,949 shares; 2025Q3: 19,949 shares; 2025Q4: 19,486 shares 19,486 $1.51M 0.02% -463 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: not reported; 2024Q4: not reported; 2025Q1: 4,609 shares; 2025Q2: 7,570 shares; 2025Q3: 4,817 shares; 2025Q4: 4,495 shares 4,495 $1.48M 0.02% -322 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: not reported; 2024Q4: not reported; 2025Q1: 5,416 shares; 2025Q2: 5,428 shares; 2025Q3: 4,757 shares; 2025Q4: 4,533 shares 4,533 $1.48M 0.02% -224 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,627 shares; 2025Q2: 21,628 shares; 2025Q3: 21,632 shares; 2025Q4: 12,070 shares 12,070 $1.47M 0.02% -9,562 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,501 shares; 2025Q2: 1,222 shares; 2025Q3: 1,166 shares; 2025Q4: 1,210 shares 1,210 $1.47M 0.02% +44 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,057 shares; 2025Q2: 31,086 shares; 2025Q3: 31,085 shares; 2025Q4: 31,086 shares 31,086 $1.46M 0.02% +1 Timeline XLC 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: not reported; 2024Q4: not reported; 2025Q1: 17,507 shares; 2025Q2: 13,447 shares; 2025Q3: 13,186 shares; 2025Q4: 12,350 shares 12,350 $1.45M 0.02% -836 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,838 shares; 2025Q4: 98,775 shares 98,775 $1.44M 0.02% +50,937 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,999 shares; 2025Q4: 83,999 shares 83,999 $1.41M 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,551 shares; 2025Q2: 46,453 shares; 2025Q3: 46,143 shares; 2025Q4: 46,143 shares 46,143 $1.39M 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 693 shares; 2025Q2: 827 shares; 2025Q3: 1,292 shares; 2025Q4: 1,286 shares 1,286 $1.38M 0.01% -6 Timeline XLB 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: not reported; 2024Q4: not reported; 2025Q1: 15,125 shares; 2025Q2: 15,125 shares; 2025Q3: 15,125 shares; 2025Q4: 30,250 shares 30,250 $1.37M 0.01% +15,125 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,642 shares; 2025Q2: 32,985 shares; 2025Q3: 38,985 shares; 2025Q4: 37,373 shares 37,373 $1.35M 0.01% -1,612 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: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,138 shares; 2025Q3: 5,360 shares; 2025Q4: 5,571 shares 5,571 $1.34M 0.01% +211 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: not reported; 2024Q4: not reported; 2025Q1: 18,454 shares; 2025Q2: 13,842 shares; 2025Q3: 10,983 shares; 2025Q4: 9,280 shares 9,280 $1.34M 0.01% -1,703 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 264,214 shares; 2025Q2: 264,214 shares; 2025Q3: 264,214 shares; 2025Q4: 264,214 shares 264,214 $1.32M 0.01% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,028 shares; 2025Q3: 17,141 shares; 2025Q4: 17,141 shares 17,141 $1.31M 0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,768 shares; 2025Q2: 88,838 shares; 2025Q3: 66,838 shares; 2025Q4: 66,838 shares 66,838 $1.29M 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,978 shares; 2025Q2: 14,787 shares; 2025Q3: 15,017 shares; 2025Q4: 30,039 shares 30,039 $1.28M 0.01% +15,022 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,812 shares; 2025Q2: 18,750 shares; 2025Q3: 18,847 shares; 2025Q4: 18,983 shares 18,983 $1.27M 0.01% +136 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: not reported; 2024Q4: not reported; 2025Q1: 18,677 shares; 2025Q2: 16,731 shares; 2025Q3: 15,038 shares; 2025Q4: 15,610 shares 15,610 $1.25M 0.01% +572 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: not reported; 2024Q4: not reported; 2025Q1: 10,643 shares; 2025Q2: 11,718 shares; 2025Q3: 9,064 shares; 2025Q4: 8,606 shares 8,606 $1.24M 0.01% -458 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: not reported; 2024Q4: not reported; 2025Q1: 2,699 shares; 2025Q2: 2,171 shares; 2025Q3: 2,054 shares; 2025Q4: 2,139 shares 2,139 $1.24M 0.01% +85 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,698 shares; 2025Q2: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 8,735 shares 8,735 $1.23M 0.01% +285 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: not reported; 2024Q4: not reported; 2025Q1: 12,750 shares; 2025Q2: 12,179 shares; 2025Q3: 11,590 shares; 2025Q4: 11,542 shares 11,542 $1.21M 0.01% -48 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,798 shares; 2025Q2: 14,798 shares; 2025Q3: 14,798 shares; 2025Q4: 14,798 shares 14,798 $1.2M 0.01% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,044 shares; 2025Q2: 26,044 shares; 2025Q3: 25,469 shares; 2025Q4: 25,469 shares 25,469 $1.2M 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,147 shares; 2025Q2: 6,837 shares; 2025Q3: 6,055 shares; 2025Q4: 5,362 shares 5,362 $1.18M 0.01% -693 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341,629 shares; 2025Q4: 341,868 shares 341,868 $1.14M 0.01% +239 Timeline MGV 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: not reported; 2024Q4: not reported; 2025Q1: 7,836 shares; 2025Q2: 7,836 shares; 2025Q3: 7,877 shares; 2025Q4: 7,963 shares 7,963 $1.12M 0.01% +86 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: not reported; 2024Q4: not reported; 2025Q1: 14,705 shares; 2025Q2: 10,670 shares; 2025Q3: 16,850 shares; 2025Q4: 12,035 shares 12,035 $1.11M 0.01% -4,815 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,739 shares; 2025Q2: 65,165 shares; 2025Q3: 58,929 shares; 2025Q4: 37,472 shares 37,472 $1.11M 0.01% -21,457 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: not reported; 2024Q4: not reported; 2025Q1: 4,850 shares; 2025Q2: 3,895 shares; 2025Q3: 5,957 shares; 2025Q4: 5,135 shares 5,135 $1.1M 0.01% -822 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: not reported; 2024Q4: not reported; 2025Q1: 15,493 shares; 2025Q2: 15,543 shares; 2025Q3: 15,543 shares; 2025Q4: 16,949 shares 16,949 $1.09M 0.01% +1,406 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438,633 shares; 2025Q4: 440,909 shares 440,909 $1.09M 0.01% +2,276 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: not reported; 2024Q4: not reported; 2025Q1: 12,952 shares; 2025Q2: 12,952 shares; 2025Q3: 12,952 shares; 2025Q4: 17,546 shares 17,546 $1.05M 0.01% +4,594 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,010 shares; 2024Q4: 16,016 shares; 2025Q1: 14,736 shares; 2025Q2: 11,301 shares; 2025Q3: 11,303 shares; 2025Q4: 11,305 shares 11,305 $1.04M 0.01% +2 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,129 shares; 2025Q2: 28,129 shares; 2025Q3: 28,129 shares; 2025Q4: 15,054 shares 15,054 $1.04M 0.01% -13,075 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,902 shares; 2025Q2: 2,169 shares; 2025Q3: 2,166 shares; 2025Q4: 2,204 shares 2,204 $1.04M 0.01% +38 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: not reported; 2024Q4: not reported; 2025Q1: 6,043 shares; 2025Q2: 5,996 shares; 2025Q3: 5,999 shares; 2025Q4: 4,940 shares 4,940 $1.03M 0.01% -1,059 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,789 shares; 2025Q2: 10,109 shares; 2025Q3: 7,847 shares; 2025Q4: 7,979 shares 7,979 $1.03M 0.01% +132 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: not reported; 2024Q4: not reported; 2025Q1: 5,478 shares; 2025Q2: 4,613 shares; 2025Q3: 4,653 shares; 2025Q4: 8,596 shares 8,596 $1.03M 0.01% +3,943 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,033 shares; 2025Q2: 11,856 shares; 2025Q3: 11,856 shares; 2025Q4: 11,857 shares 11,857 $1.03M 0.01% +1 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,286 shares; 2025Q3: 12,322 shares; 2025Q4: 12,358 shares 12,358 $1.02M 0.01% +36 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,604 shares; 2025Q2: 19,679 shares; 2025Q3: 13,138 shares; 2025Q4: 13,670 shares 13,670 $1M 0.01% +532 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: not reported; 2024Q4: not reported; 2025Q1: 21,050 shares; 2025Q2: 9,482 shares; 2025Q3: 7,010 shares; 2025Q4: 6,481 shares 6,481 $1M 0.01% -529 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: not reported; 2024Q4: not reported; 2025Q1: 8,087 shares; 2025Q2: 8,381 shares; 2025Q3: 8,331 shares; 2025Q4: 8,513 shares 8,513 $998K 0.01% +182 Timeline VOOV 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: 4,788 shares; 2024Q4: 4,788 shares; 2025Q1: 4,788 shares; 2025Q2: 4,788 shares; 2025Q3: 4,788 shares; 2025Q4: 4,810 shares 4,810 $985K 0.01% +22 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,420 shares; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares; 2025Q4: 8,788 shares 8,788 $961K 0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,656 shares; 2025Q2: 11,657 shares; 2025Q3: 11,727 shares; 2025Q4: 11,722 shares 11,722 $950K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: 12,461 shares; 2025Q2: 12,705 shares; 2025Q3: 12,973 shares; 2025Q4: 13,130 shares 13,130 $932K 0.01% +157 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: not reported; 2024Q4: not reported; 2025Q1: 8,093 shares; 2025Q2: 7,935 shares; 2025Q3: 7,914 shares; 2025Q4: 6,900 shares 6,900 $916K 0.01% -1,014 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: not reported; 2024Q4: not reported; 2025Q1: 2,710 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares 2,349 $914K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,493 shares; 2025Q2: 7,519 shares; 2025Q3: 7,546 shares; 2025Q4: 6,834 shares 6,834 $899K 0.01% -712 Timeline BCAX BICARA THERAPEUTICS INC More: the full row for BICARA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,430 shares; 2025Q3: 53,430 shares; 2025Q4: 53,430 shares 53,430 $899K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,559 shares; 2025Q2: 35,150 shares; 2025Q3: 33,869 shares; 2025Q4: 21,394 shares 21,394 $897K 0.01% -12,475 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: not reported; 2024Q4: not reported; 2025Q1: 26,237 shares; 2025Q2: 112,454 shares; 2025Q3: 25,403 shares; 2025Q4: 25,403 shares 25,403 $882K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 435 shares 435 $876K 0.01% +8 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,608 shares; 2025Q2: 7,615 shares; 2025Q3: 7,109 shares; 2025Q4: 7,105 shares 7,105 $872K 0.01% -4 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,721 shares; 2025Q2: 17,721 shares; 2025Q3: 17,721 shares; 2025Q4: 17,721 shares 17,721 $870K 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: not reported; 2024Q4: not reported; 2025Q1: 6,638 shares; 2025Q2: 6,587 shares; 2025Q3: 4,778 shares; 2025Q4: 4,928 shares 4,928 $844K 0.01% +150 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: not reported; 2024Q4: not reported; 2025Q1: 3,709 shares; 2025Q2: 14,341 shares; 2025Q3: 1,816 shares; 2025Q4: 1,720 shares 1,720 $832K 0.01% -96 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: not reported; 2024Q4: not reported; 2025Q1: 10,204 shares; 2025Q2: 10,652 shares; 2025Q3: 8,290 shares; 2025Q4: 7,226 shares 7,226 $824K 0.01% -1,064 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,628 shares; 2025Q2: 50,603 shares; 2025Q3: 73,718 shares; 2025Q4: 76,319 shares 76,319 $818K 0.01% +2,601 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,851 shares; 2025Q2: 8,851 shares; 2025Q3: 8,851 shares; 2025Q4: 8,851 shares 8,851 $813K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,297 shares; 2025Q2: 4,264 shares; 2025Q3: 4,172 shares; 2025Q4: 4,173 shares 4,173 $785K 0.01% +1 Timeline IBTG 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: 105,757 shares; 2024Q4: 106,013 shares; 2025Q1: 100,831 shares; 2025Q2: 101,026 shares; 2025Q3: 101,223 shares; 2025Q4: 34,233 shares 34,233 $783K 0.01% -66,990 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,938 shares; 2025Q2: 1,934 shares; 2025Q3: 1,818 shares; 2025Q4: 1,756 shares 1,756 $782K 0.01% -62 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354,339 shares; 2025Q2: 354,339 shares; 2025Q3: 120,035 shares; 2025Q4: 120,035 shares 120,035 $763K 0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,603 shares; 2025Q2: 12,603 shares; 2025Q3: 12,603 shares; 2025Q4: 12,603 shares 12,603 $763K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,542 shares; 2025Q2: 4,563 shares; 2025Q3: 4,599 shares; 2025Q4: 4,668 shares 4,668 $759K 0.01% +69 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,691 shares; 2025Q2: 59,925 shares; 2025Q3: 37,260 shares; 2025Q4: 37,260 shares 37,260 $758K 0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,660 shares; 2025Q2: 23,416 shares; 2025Q3: 26,081 shares; 2025Q4: 26,081 shares 26,081 $756K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,716 shares; 2025Q2: 30,556 shares; 2025Q3: 30,032 shares; 2025Q4: 30,260 shares 30,260 $753K 0.01% +228 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,439 shares; 2025Q2: 97,439 shares; 2025Q3: 122,024 shares; 2025Q4: 122,024 shares 122,024 $746K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,097 shares; 2025Q2: 1,239 shares; 2025Q3: 3,326 shares; 2025Q4: 3,270 shares 3,270 $745K 0.01% -56 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,361 shares 37,361 $741K 0.01% new Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,876 shares; 2025Q3: 51,894 shares; 2025Q4: 57,701 shares 57,701 $735K 0.01% +5,807 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: not reported; 2024Q4: not reported; 2025Q1: 5,174 shares; 2025Q2: 5,928 shares; 2025Q3: 6,560 shares; 2025Q4: 4,548 shares 4,548 $730K 0.01% -2,012 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: not reported; 2024Q4: not reported; 2025Q1: 5,855 shares; 2025Q2: 5,571 shares; 2025Q3: 3,659 shares; 2025Q4: 2,716 shares 2,716 $729K 0.01% -943 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,572 shares; 2025Q3: 17,572 shares; 2025Q4: 17,572 shares 17,572 $722K 0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,672 shares; 2025Q2: 35,672 shares; 2025Q3: 37,247 shares; 2025Q4: 37,247 shares 37,247 $721K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,752 shares; 2025Q2: 9,073 shares; 2025Q3: 6,319 shares; 2025Q4: 6,319 shares 6,319 $719K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,198 shares; 2025Q2: 5,048 shares; 2025Q3: 5,000 shares; 2025Q4: 5,230 shares 5,230 $711K 0.01% +230 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,283 shares; 2025Q2: 5,080 shares; 2025Q3: 5,081 shares; 2025Q4: 5,081 shares 5,081 $708K 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: not reported; 2024Q4: not reported; 2025Q1: 706 shares; 2025Q2: 695 shares; 2025Q3: 396 shares; 2025Q4: 659 shares 659 $705K 0.01% +263 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,181 shares 44,181 $700K 0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,797 shares; 2025Q2: 10,001 shares; 2025Q3: 9,922 shares; 2025Q4: 9,478 shares 9,478 $684K 0.01% -444 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,041 shares; 2025Q2: 16,319 shares; 2025Q3: 8,041 shares; 2025Q4: 8,041 shares 8,041 $681K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,155 shares; 2025Q2: 3,830 shares; 2025Q3: 3,956 shares; 2025Q4: 3,956 shares 3,956 $674K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,854 shares; 2025Q2: 4,897 shares; 2025Q3: 5,239 shares; 2025Q4: 5,201 shares 5,201 $672K 0.01% -38 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,964 shares; 2025Q2: 8,608 shares; 2025Q3: 9,217 shares; 2025Q4: 8,648 shares 8,648 $672K 0.01% -569 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,179 shares; 2025Q2: 2,106 shares; 2025Q3: 2,325 shares; 2025Q4: 2,348 shares 2,348 $670K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: 2,637 shares; 2025Q2: 2,965 shares; 2025Q3: 2,953 shares; 2025Q4: 2,954 shares 2,954 $668K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 2,377 shares; 2025Q2: 1,998 shares; 2025Q3: 1,991 shares; 2025Q4: 1,894 shares 1,894 $663K 0.01% -97 Timeline FIDU 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: not reported; 2024Q4: not reported; 2025Q1: 7,955 shares; 2025Q2: 7,955 shares; 2025Q3: 7,955 shares; 2025Q4: 7,955 shares 7,955 $656K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,260 shares; 2025Q2: 8,491 shares; 2025Q3: 8,260 shares; 2025Q4: 8,260 shares 8,260 $651K 0.01% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,859 shares; 2025Q2: 6,859 shares; 2025Q3: 6,859 shares; 2025Q4: 6,859 shares 6,859 $639K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,464 shares; 2025Q2: 3,996 shares; 2025Q3: 4,656 shares; 2025Q4: 2,782 shares 2,782 $638K 0.01% -1,874 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,093 shares; 2025Q4: 13,093 shares 13,093 $631K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares 1,415 $628K 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: not reported; 2024Q4: not reported; 2025Q1: 14,170 shares; 2025Q2: 13,939 shares; 2025Q3: 13,755 shares; 2025Q4: 16,488 shares 16,488 $608K 0.01% +2,733 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,277 shares; 2025Q2: 2,297 shares; 2025Q3: 2,314 shares; 2025Q4: 2,337 shares 2,337 $605K 0.01% +23 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,135 shares; 2025Q2: 6,215 shares; 2025Q3: 6,215 shares; 2025Q4: 6,296 shares 6,296 $599K 0.01% +81 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,947 shares; 2025Q2: 34,947 shares; 2025Q3: 33,747 shares; 2025Q4: 33,214 shares 33,214 $597K 0.01% -533 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: not reported; 2024Q4: not reported; 2025Q1: 4,239 shares; 2025Q2: 4,047 shares; 2025Q3: 3,307 shares; 2025Q4: 3,284 shares 3,284 $595K 0.01% -23 Timeline ANRO ALTO NEUROSCIENCE INC More: the full row for ALTO NEUROSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,777 shares; 2025Q2: 66,777 shares; 2025Q3: 66,777 shares; 2025Q4: 33,389 shares 33,389 $594K 0.01% -33,388 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,171 shares; 2025Q2: 15,171 shares; 2025Q3: 15,171 shares; 2025Q4: 15,171 shares 15,171 $588K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 2,973 shares; 2025Q3: 2,902 shares; 2025Q4: 2,753 shares 2,753 $583K 0.01% -149 Timeline FHTX FOGHORN THERAPEUTICS INC More: the full row for FOGHORN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,980 shares; 2025Q2: 106,980 shares; 2025Q3: 106,980 shares; 2025Q4: 106,980 shares 106,980 $578K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 832,033 shares; 2025Q2: 487,990 shares; 2025Q3: 16,354 shares; 2025Q4: 16,511 shares 16,511 $574K 0.01% +157 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,777 shares; 2025Q2: 14,465 shares; 2025Q3: 13,029 shares; 2025Q4: 11,903 shares 11,903 $571K 0.01% -1,126 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: not reported; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,305 shares; 2025Q3: 2,227 shares; 2025Q4: 2,312 shares 2,312 $571K 0.01% +85 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: not reported; 2024Q4: not reported; 2025Q1: 11,255 shares; 2025Q2: 10,637 shares; 2025Q3: 10,911 shares; 2025Q4: 10,315 shares 10,315 $555K 0.01% -596 Timeline SPTL 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: 512,206 shares; 2024Q4: 597,711 shares; 2025Q1: 531,559 shares; 2025Q2: 503,541 shares; 2025Q3: 66,582 shares; 2025Q4: 20,928 shares 20,928 $554K 0.01% -45,654 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: not reported; 2024Q4: not reported; 2025Q1: 1,602 shares; 2025Q2: 1,515 shares; 2025Q3: 1,556 shares; 2025Q4: 1,645 shares 1,645 $554K 0.01% +89 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,700 shares; 2025Q2: 9,798 shares; 2025Q3: 9,220 shares; 2025Q4: 9,474 shares 9,474 $552K 0.01% +254 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,369 shares; 2024Q4: 14,390 shares; 2025Q1: 15,057 shares; 2025Q2: 5,401 shares; 2025Q3: 5,401 shares; 2025Q4: 4,800 shares 4,800 $547K 0.01% -601 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: not reported; 2024Q4: not reported; 2025Q1: 7,097 shares; 2025Q2: 23,471 shares; 2025Q3: 3,659 shares; 2025Q4: 3,546 shares 3,546 $545K 0.01% -113 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: not reported; 2024Q4: not reported; 2025Q1: 13,223 shares; 2025Q2: 19,706 shares; 2025Q3: 19,625 shares; 2025Q4: 19,896 shares 19,896 $544K 0.01% +271 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: not reported; 2024Q4: not reported; 2025Q1: 9,430 shares; 2025Q2: 8,132 shares; 2025Q3: 7,688 shares; 2025Q4: 9,035 shares 9,035 $543K 0.01% +1,347 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,546 shares; 2025Q2: 4,561 shares; 2025Q3: 3,476 shares; 2025Q4: 3,350 shares 3,350 $543K 0.01% -126 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: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,112 shares; 2025Q3: 892 shares; 2025Q4: 936 shares 936 $530K 0.01% +44 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,430 shares; 2025Q2: 106,567 shares; 2025Q3: 106,567 shares; 2025Q4: 106,567 shares 106,567 $530K 0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,900 shares; 2025Q2: 14,900 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares 14,900 $528K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,677 shares; 2025Q2: 6,677 shares; 2025Q3: 6,637 shares; 2025Q4: 6,617 shares 6,617 $525K 0.01% -20 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,343 shares; 2025Q2: 9,811 shares; 2025Q3: 7,874 shares; 2025Q4: 7,801 shares 7,801 $523K 0.01% -73 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,270 shares; 2025Q2: 15,270 shares; 2025Q3: 15,270 shares; 2025Q4: 15,269 shares 15,269 $516K 0.01% -1 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 1,730 shares 1,730 $516K 0.01% -595 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: not reported; 2024Q4: not reported; 2025Q1: 4,209 shares; 2025Q2: 4,202 shares; 2025Q3: 4,359 shares; 2025Q4: 4,398 shares 4,398 $513K 0.01% +39 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: not reported; 2024Q4: not reported; 2025Q1: 2,421 shares; 2025Q2: 2,321 shares; 2025Q3: 2,364 shares; 2025Q4: 1,651 shares 1,651 $509K 0.01% -713 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,572 shares; 2025Q3: 10,040 shares; 2025Q4: 9,955 shares 9,955 $507K 0.01% -85 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,773 shares; 2025Q2: 23,410 shares; 2025Q3: 16,142 shares; 2025Q4: 10,638 shares 10,638 $506K 0.01% -5,504 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,326 shares; 2025Q2: 17,326 shares; 2025Q3: 17,326 shares; 2025Q4: 17,908 shares 17,908 $498K 0.01% +582 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: not reported; 2024Q4: not reported; 2025Q1: 3,121 shares; 2025Q2: 2,841 shares; 2025Q3: 2,909 shares; 2025Q4: 3,080 shares 3,080 $493K 0.01% +171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 869 shares; 2025Q4: 857 shares 857 $489K 0.01% -12 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,035 shares; 2025Q2: 25,035 shares; 2025Q3: 25,035 shares; 2025Q4: 25,429 shares 25,429 $479K 0.01% +394 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: 1,203 shares; 2025Q3: 1,194 shares; 2025Q4: 1,191 shares 1,191 $478K 0.01% -3 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 1,687 shares; 2025Q3: 1,606 shares; 2025Q4: 1,857 shares 1,857 $477K 0.01% +251 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,575 shares; 2025Q2: 4,575 shares; 2025Q3: 4,575 shares; 2025Q4: 4,575 shares 4,575 $476K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,385 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares 2,370 $473K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,398 shares; 2025Q2: 6,308 shares; 2025Q3: 6,258 shares; 2025Q4: 5,759 shares 5,759 $471K <0.01% -499 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,830 shares; 2025Q2: 14,574 shares; 2025Q3: 4,656 shares; 2025Q4: 4,552 shares 4,552 $455K <0.01% -104 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,386 shares; 2025Q2: 8,285 shares; 2025Q3: 8,293 shares; 2025Q4: 5,425 shares 5,425 $454K <0.01% -2,868 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 50,000 shares 50,000 $451K <0.01% -10,000 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,955 shares; 2025Q2: 16,152 shares; 2025Q3: 15,955 shares; 2025Q4: 15,955 shares 15,955 $451K <0.01% 0 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,390 shares; 2025Q3: 4,390 shares; 2025Q4: 4,390 shares 4,390 $443K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,461 shares; 2025Q2: 22,461 shares; 2025Q3: 20,861 shares; 2025Q4: 23,021 shares 23,021 $441K <0.01% +2,160 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: not reported; 2024Q4: not reported; 2025Q1: 1,864 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,362 shares 1,362 $440K <0.01% -502 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,411 shares; 2025Q2: 7,949 shares; 2025Q3: 6,411 shares; 2025Q4: 6,411 shares 6,411 $437K <0.01% 0 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 343 shares 343 $435K <0.01% +18 VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,587 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,101 shares 1,101 $434K <0.01% -451 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: not reported; 2024Q4: not reported; 2025Q1: 5,210 shares; 2025Q2: 4,751 shares; 2025Q3: 3,026 shares; 2025Q4: 3,114 shares 3,114 $429K <0.01% +88 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,468 shares; 2025Q2: 4,477 shares; 2025Q3: 4,458 shares; 2025Q4: 3,970 shares 3,970 $407K <0.01% -488 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,131 shares; 2025Q2: 7,131 shares; 2025Q3: 7,131 shares; 2025Q4: 7,131 shares 7,131 $405K <0.01% 0 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,814 shares; 2025Q2: 28,814 shares; 2025Q3: 28,814 shares; 2025Q4: 28,814 shares 28,814 $405K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,054 shares; 2025Q2: 3,949 shares; 2025Q3: 2,887 shares; 2025Q4: 3,150 shares 3,150 $402K <0.01% +263 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,539 shares; 2025Q3: 9,945 shares; 2025Q4: 5,690 shares 5,690 $397K <0.01% -4,255 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,597 shares; 2025Q2: 5,597 shares; 2025Q3: 5,474 shares; 2025Q4: 4,547 shares 4,547 $396K <0.01% -927 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: not reported; 2024Q4: not reported; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,911 shares; 2025Q4: 2,039 shares 2,039 $396K <0.01% +128 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: not reported; 2024Q4: not reported; 2025Q1: 9,030 shares; 2025Q2: 12,088 shares; 2025Q3: 7,339 shares; 2025Q4: 6,148 shares 6,148 $393K <0.01% -1,191 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,433 shares; 2025Q2: 4,103 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares 2,429 $391K <0.01% 0 Timeline DNTH DIANTHUS THERAPEUTICS INC More: the full row for DIANTHUS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,375 shares; 2025Q4: 9,375 shares 9,375 $386K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 11,363 shares; 2025Q2: 23,632 shares; 2025Q3: not reported; 2025Q4: 12,904 shares 12,904 $386K <0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,955 shares; 2025Q2: 7,989 shares; 2025Q3: 8,023 shares; 2025Q4: 8,055 shares 8,055 $378K <0.01% +32 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: not reported; 2024Q4: not reported; 2025Q1: 2,997 shares; 2025Q2: 3,024 shares; 2025Q3: 693 shares; 2025Q4: 1,149 shares 1,149 $366K <0.01% +456 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: not reported; 2024Q4: not reported; 2025Q1: 1,046 shares; 2025Q2: 1,076 shares; 2025Q3: 1,022 shares; 2025Q4: 1,029 shares 1,029 $363K <0.01% +7 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 470 shares 470 $363K <0.01% -2 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,117 shares; 2025Q2: 5,184 shares; 2025Q3: 5,185 shares; 2025Q4: 1,889 shares 1,889 $361K <0.01% -3,296 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,546 shares; 2025Q2: 20,264 shares; 2025Q3: 12,514 shares; 2025Q4: 12,457 shares 12,457 $359K <0.01% -57 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,111 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares 3,111 $356K <0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,789 shares; 2025Q2: 29,469 shares; 2025Q3: 7,919 shares; 2025Q4: 8,744 shares 8,744 $356K <0.01% +825 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,292 shares 1,292 $356K <0.01% +99 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 821 shares; 2025Q2: 685 shares; 2025Q3: 724 shares; 2025Q4: 723 shares 723 $355K <0.01% -1 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 289 shares 289 $350K <0.01% +24 EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,797 shares; 2025Q2: 5,797 shares; 2025Q3: 5,797 shares; 2025Q4: 6,785 shares 6,785 $342K <0.01% +988 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: not reported; 2024Q4: not reported; 2025Q1: 10,008 shares; 2025Q2: 11,520 shares; 2025Q3: 11,016 shares; 2025Q4: 12,300 shares 12,300 $338K <0.01% +1,284 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,678 shares; 2025Q2: 6,735 shares; 2025Q3: 6,700 shares; 2025Q4: 6,705 shares 6,705 $335K <0.01% +5 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,355 shares; 2025Q2: 7,416 shares; 2025Q3: 7,416 shares; 2025Q4: 7,521 shares 7,521 $332K <0.01% +105 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,452 shares; 2025Q2: 81,452 shares; 2025Q3: 81,320 shares; 2025Q4: 81,250 shares 81,250 $331K <0.01% -70 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,384 shares; 2025Q2: 7,524 shares; 2025Q3: 2,362 shares; 2025Q4: 2,353 shares 2,353 $329K <0.01% -9 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,144 shares; 2025Q2: 6,547 shares; 2025Q3: 6,540 shares; 2025Q4: 6,100 shares 6,100 $322K <0.01% -440 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: not reported; 2024Q4: not reported; 2025Q1: 9,316 shares; 2025Q2: 9,318 shares; 2025Q3: 9,318 shares; 2025Q4: 9,318 shares 9,318 $321K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,007 shares; 2025Q3: 2,309 shares; 2025Q4: 2,302 shares 2,302 $314K <0.01% -7 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,707 shares; 2025Q2: 1,704 shares; 2025Q3: 1,704 shares; 2025Q4: 1,704 shares 1,704 $310K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 11,980 shares; 2025Q2: 11,994 shares; 2025Q3: 12,009 shares; 2025Q4: 3,201 shares 3,201 $310K <0.01% -8,808 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,867 shares 3,867 $308K <0.01% new Timeline FMAT 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: not reported; 2024Q4: not reported; 2025Q1: 9,235 shares; 2025Q2: 9,235 shares; 2025Q3: 9,235 shares; 2025Q4: 5,788 shares 5,788 $307K <0.01% -3,447 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,420 shares; 2025Q4: 1,851 shares 1,851 $300K <0.01% +431 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,816 shares; 2025Q2: 7,482 shares; 2025Q3: 6,576 shares; 2025Q4: 3,868 shares 3,868 $299K <0.01% -2,708 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: not reported; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 405 shares; 2025Q3: not reported; 2025Q4: 450 shares 450 $298K <0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,627 shares 3,627 $296K <0.01% new Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares 3,073 $295K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 724 shares; 2025Q2: 941 shares; 2025Q3: 601 shares; 2025Q4: 634 shares 634 $295K <0.01% +33 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: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 1,714 shares; 2025Q3: 1,457 shares; 2025Q4: 1,458 shares 1,458 $294K <0.01% +1 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,295 shares; 2025Q4: 17,295 shares 17,295 $294K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 656 shares; 2025Q3: 654 shares; 2025Q4: 437 shares 437 $286K <0.01% -217 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,787 shares; 2025Q2: 4,317 shares; 2025Q3: 4,345 shares; 2025Q4: 3,387 shares 3,387 $285K <0.01% -958 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: not reported; 2024Q4: not reported; 2025Q1: 6,010 shares; 2025Q2: 1,731 shares; 2025Q3: 1,549 shares; 2025Q4: 1,636 shares 1,636 $284K <0.01% +87 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,208 shares; 2025Q2: 5,270 shares; 2025Q3: 5,337 shares; 2025Q4: 5,422 shares 5,422 $281K <0.01% +85 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,977 shares 8,977 $280K <0.01% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $278K <0.01% 0 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,258 shares; 2025Q2: 5,325 shares; 2025Q3: 5,392 shares; 2025Q4: 5,481 shares 5,481 $272K <0.01% +89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,831 shares; 2025Q4: 5,831 shares 5,831 $270K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,322 shares; 2025Q2: 6,632 shares; 2025Q3: 6,897 shares; 2025Q4: 6,897 shares 6,897 $270K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,905 shares; 2025Q4: 9,856 shares 9,856 $268K <0.01% +4,951 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: not reported; 2024Q4: not reported; 2025Q1: 6,302 shares; 2025Q2: 5,871 shares; 2025Q3: 5,314 shares; 2025Q4: 4,946 shares 4,946 $265K <0.01% -368 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,650 shares; 2025Q2: 4,303 shares; 2025Q3: 4,311 shares; 2025Q4: 4,319 shares 4,319 $259K <0.01% +8 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,468 shares; 2025Q4: 11,670 shares 11,670 $258K <0.01% +202 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: not reported; 2024Q4: not reported; 2025Q1: 8,058 shares; 2025Q2: 6,971 shares; 2025Q3: 6,130 shares; 2025Q4: 4,724 shares 4,724 $255K <0.01% -1,406 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,614 shares; 2025Q2: 4,249 shares; 2025Q3: 2,975 shares; 2025Q4: 2,938 shares 2,938 $251K <0.01% -37 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,654 shares; 2025Q2: 7,654 shares; 2025Q3: 7,654 shares; 2025Q4: 7,654 shares 7,654 $249K <0.01% 0 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,164 shares; 2025Q2: 26,164 shares; 2025Q3: 26,164 shares; 2025Q4: 26,164 shares 26,164 $246K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,721 shares; 2025Q3: 5,627 shares; 2025Q4: 1,938 shares 1,938 $244K <0.01% -3,689 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,953 shares; 2025Q2: 13,953 shares; 2025Q3: 13,676 shares; 2025Q4: 13,528 shares 13,528 $241K <0.01% -148 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $236K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: 1,251 shares; 2025Q3: 1,559 shares; 2025Q4: 1,071 shares 1,071 $232K <0.01% -488 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 1,024 shares; 2025Q4: 1,013 shares 1,013 $231K <0.01% -11 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 368 shares 368 $229K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,833 shares 2,833 $227K <0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,834 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares; 2025Q4: 3,043 shares 3,043 $226K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 764 shares 764 $222K <0.01% new Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,352 shares; 2025Q2: 2,352 shares; 2025Q3: 2,352 shares; 2025Q4: 2,395 shares 2,395 $218K <0.01% +43 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: not reported; 2024Q4: not reported; 2025Q1: 11,419 shares; 2025Q2: 35,048 shares; 2025Q3: 7,293 shares; 2025Q4: 8,745 shares 8,745 $217K <0.01% +1,452 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,954 shares; 2025Q2: 9,046 shares; 2025Q3: 9,138 shares; 2025Q4: 9,260 shares 9,260 $216K <0.01% +122 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares 1,730 $214K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,689 shares; 2025Q2: not reported; 2025Q3: 1,759 shares; 2025Q4: 1,437 shares 1,437 $211K <0.01% -322 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 244 shares; 2025Q2: 316 shares; 2025Q3: 389 shares; 2025Q4: 732 shares 732 $210K <0.01% +343 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,601 shares; 2025Q2: 16,601 shares; 2025Q3: 12,084 shares; 2025Q4: 8,008 shares 8,008 $210K <0.01% -4,076 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: 2,642 shares; 2025Q4: 1,483 shares 1,483 $209K <0.01% -1,159 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,746 shares; 2025Q2: 9,199 shares; 2025Q3: 9,020 shares; 2025Q4: 4,676 shares 4,676 $209K <0.01% -4,344 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: not reported; 2024Q4: not reported; 2025Q1: 4,195 shares; 2025Q2: 3,398 shares; 2025Q3: not reported; 2025Q4: 3,878 shares 3,878 $209K <0.01% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $209K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,912 shares; 2025Q4: 1,883 shares 1,883 $207K <0.01% -29 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: not reported; 2024Q4: not reported; 2025Q1: 3,787 shares; 2025Q2: 9,577 shares; 2025Q3: 3,907 shares; 2025Q4: 2,203 shares 2,203 $207K <0.01% -1,704 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 867 shares; 2025Q2: 864 shares; 2025Q3: not reported; 2025Q4: 851 shares 851 $207K <0.01% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,503 shares 6,503 $205K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,403 shares 2,403 $203K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares 1,029 $201K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,473 shares; 2025Q2: 2,196 shares; 2025Q3: 2,213 shares; 2025Q4: 2,106 shares 2,106 $201K <0.01% -107 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,475 shares 112,475 $191K <0.01% new Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $191K <0.01% 0 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,028 shares 13,028 $159K <0.01% +28 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,200 shares; 2025Q2: 24,200 shares; 2025Q3: 24,200 shares; 2025Q4: 24,200 shares 24,200 $146K <0.01% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,314 shares; 2025Q2: 11,314 shares; 2025Q3: 11,314 shares; 2025Q4: 11,314 shares 11,314 $146K <0.01% 0 Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $144K <0.01% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $144K <0.01% 0 Timeline SMRT SMARTRENT INC More: the full row for SMARTRENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,637 shares; 2025Q2: 48,056 shares; 2025Q3: 48,056 shares; 2025Q4: 45,261 shares 45,261 $91.4K <0.01% -2,795 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,651 shares; 2025Q2: 17,651 shares; 2025Q3: 17,651 shares; 2025Q4: 17,651 shares 17,651 $90.7K <0.01% 0 Timeline OPAL OPAL FUELS INC More: the full row for OPAL FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370,925 shares; 2025Q2: 33,194 shares; 2025Q3: 33,123 shares; 2025Q4: 33,123 shares 33,123 $78K <0.01% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $71.8K <0.01% 0 Timeline SKIN SKINHEALTH SYSTEMS INC More: the full row for SKINHEALTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $69.5K <0.01% 0 Timeline ASTC ASTROTECH CORP More: the full row for ASTROTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,761 shares; 2025Q2: 11,761 shares; 2025Q3: 11,761 shares; 2025Q4: 11,761 shares 11,761 $40.7K <0.01% 0 Timeline ZONE ZONE FRONTIER INC More: the full row for ZONE FRONTIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000 $26K <0.01% new Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $22.1K <0.01% 0 Timeline