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: 59,270 shares; 2024Q4: 63,738 shares; 2025Q1: 66,939 shares; 2025Q2: 69,217 shares; 2025Q3: 71,118 shares; 2025Q4: 74,641 shares 74,641 $46.8M 5.14% +3,523 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: 53,995 shares; 2024Q4: 49,531 shares; 2025Q1: 57,448 shares; 2025Q2: 57,757 shares; 2025Q3: 56,409 shares; 2025Q4: 55,901 shares 55,901 $38.3M 4.2% -508 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: 107,282 shares; 2024Q4: 112,757 shares; 2025Q1: 122,271 shares; 2025Q2: 113,674 shares; 2025Q3: 105,304 shares; 2025Q4: 104,539 shares 104,539 $32.8M 3.6% -765 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: 330,526 shares; 2024Q4: 330,628 shares; 2025Q1: 330,628 shares; 2025Q2: 330,629 shares; 2025Q3: 330,495 shares; 2025Q4: 330,760 shares 330,760 $23.1M 2.54% +265 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: 94,938 shares; 2024Q4: 95,591 shares; 2025Q1: 95,855 shares; 2025Q2: 93,373 shares; 2025Q3: 91,219 shares; 2025Q4: 91,880 shares 91,880 $21.2M 2.33% +661 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: 269,266 shares; 2024Q4: 806,995 shares; 2025Q1: 767,768 shares; 2025Q2: 691,015 shares; 2025Q3: 666,614 shares; 2025Q4: 705,070 shares 705,070 $19M 2.08% +38,456 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: 56,571 shares; 2024Q4: 56,379 shares; 2025Q1: 55,833 shares; 2025Q2: 55,704 shares; 2025Q3: 53,093 shares; 2025Q4: 52,094 shares 52,094 $18.3M 2% -999 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: 24,478 shares; 2024Q4: 24,332 shares; 2025Q1: 24,324 shares; 2025Q2: 24,537 shares; 2025Q3: 24,401 shares; 2025Q4: 27,735 shares 27,735 $17M 1.87% +3,334 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: 13,065 shares; 2024Q4: 13,923 shares; 2025Q1: 14,163 shares; 2025Q2: 14,186 shares; 2025Q3: 14,423 shares; 2025Q4: 15,002 shares 15,002 $16.1M 1.77% +579 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: 84,080 shares; 2024Q4: 82,624 shares; 2025Q1: 82,538 shares; 2025Q2: 79,003 shares; 2025Q3: 75,944 shares; 2025Q4: 77,593 shares 77,593 $14.5M 1.59% +1,649 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: 133,006 shares; 2024Q4: 130,049 shares; 2025Q1: 130,728 shares; 2025Q2: 183,225 shares; 2025Q3: 180,981 shares; 2025Q4: 178,554 shares 178,554 $14.3M 1.57% -2,427 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: 53,274 shares; 2024Q4: 57,039 shares; 2025Q1: 49,608 shares; 2025Q2: 49,031 shares; 2025Q3: 47,402 shares; 2025Q4: 51,236 shares 51,236 $13.9M 1.53% +3,834 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: 49,830 shares; 2024Q4: 244,245 shares; 2025Q1: 244,495 shares; 2025Q2: 244,495 shares; 2025Q3: 238,653 shares; 2025Q4: 234,225 shares 234,225 $11.7M 1.29% -4,428 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: 80,910 shares; 2024Q4: 80,886 shares; 2025Q1: 80,788 shares; 2025Q2: 80,676 shares; 2025Q3: 77,868 shares; 2025Q4: 75,368 shares 75,368 $11.6M 1.27% -2,500 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,364 shares; 2024Q4: 46,339 shares; 2025Q1: 46,047 shares; 2025Q2: 45,947 shares; 2025Q3: 43,657 shares; 2025Q4: 42,781 shares 42,781 $11.2M 1.23% -876 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,045 shares; 2024Q4: 19,287 shares; 2025Q1: 19,087 shares; 2025Q2: 19,087 shares; 2025Q3: 18,402 shares; 2025Q4: 17,959 shares 17,959 $10.9M 1.19% -443 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,855 shares; 2024Q4: 125,087 shares; 2025Q1: 120,320 shares; 2025Q2: 116,067 shares; 2025Q3: 100,333 shares; 2025Q4: 100,909 shares 100,909 $10.8M 1.18% +576 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: 15,972 shares; 2024Q4: 15,947 shares; 2025Q1: 15,940 shares; 2025Q2: 15,959 shares; 2025Q3: 15,859 shares; 2025Q4: 15,834 shares 15,834 $10.5M 1.15% -25 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,995 shares; 2024Q4: 48,995 shares; 2025Q1: 49,150 shares; 2025Q2: 49,150 shares; 2025Q3: 47,341 shares; 2025Q4: 45,561 shares 45,561 $10.3M 1.13% -1,780 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: 280,535 shares; 2024Q4: 279,445 shares; 2025Q1: 276,106 shares; 2025Q2: 272,578 shares; 2025Q3: 260,112 shares; 2025Q4: 254,868 shares 254,868 $9.98M 1.09% -5,244 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: 249,085 shares; 2024Q4: 224,577 shares; 2025Q1: 241,625 shares; 2025Q2: 246,184 shares; 2025Q3: 280,723 shares; 2025Q4: 286,416 shares 286,416 $9.68M 1.06% +5,693 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,218 shares; 2024Q4: 78,902 shares; 2025Q1: 97,655 shares; 2025Q2: 100,170 shares; 2025Q3: 133,868 shares; 2025Q4: 180,791 shares 180,791 $8.97M 0.98% +46,923 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: 78,770 shares; 2024Q4: 74,301 shares; 2025Q1: 73,917 shares; 2025Q2: 74,403 shares; 2025Q3: 71,649 shares; 2025Q4: 70,540 shares 70,540 $8.49M 0.93% -1,109 Timeline JEPQ 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: 16,267 shares; 2024Q4: 19,880 shares; 2025Q1: 31,401 shares; 2025Q2: 67,147 shares; 2025Q3: 119,018 shares; 2025Q4: 136,846 shares 136,846 $7.95M 0.87% +17,828 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: 19,737 shares; 2024Q4: 19,684 shares; 2025Q1: 15,547 shares; 2025Q2: 17,063 shares; 2025Q3: 15,469 shares; 2025Q4: 15,916 shares 15,916 $7.7M 0.84% +447 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: 107,255 shares; 2024Q4: 107,256 shares; 2025Q1: 107,256 shares; 2025Q2: 107,257 shares; 2025Q3: 107,258 shares; 2025Q4: 110,864 shares 110,864 $7.32M 0.8% +3,606 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: 131,335 shares; 2024Q4: 386,310 shares; 2025Q1: 306,223 shares; 2025Q2: 302,190 shares; 2025Q3: 278,850 shares; 2025Q4: 277,219 shares 277,219 $7.27M 0.8% -1,631 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: 57,070 shares; 2024Q4: 57,773 shares; 2025Q1: 57,359 shares; 2025Q2: 55,387 shares; 2025Q3: 52,325 shares; 2025Q4: 50,376 shares 50,376 $7.23M 0.79% -1,949 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,758 shares; 2024Q4: 76,718 shares; 2025Q1: 83,270 shares; 2025Q2: 87,705 shares; 2025Q3: 89,605 shares; 2025Q4: 103,131 shares 103,131 $7.16M 0.79% +13,526 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,418 shares; 2024Q4: 28,403 shares; 2025Q1: 28,203 shares; 2025Q2: 28,204 shares; 2025Q3: 27,344 shares; 2025Q4: 26,845 shares 26,845 $6.97M 0.76% -499 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: 22,851 shares; 2024Q4: 22,747 shares; 2025Q1: 22,388 shares; 2025Q2: 22,313 shares; 2025Q3: 21,987 shares; 2025Q4: 21,071 shares 21,071 $6.79M 0.75% -916 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: 111,061 shares; 2024Q4: 332,771 shares; 2025Q1: 286,761 shares; 2025Q2: 290,762 shares; 2025Q3: 254,168 shares; 2025Q4: 245,683 shares 245,683 $6.74M 0.74% -8,485 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: 232,090 shares; 2024Q4: 232,090 shares; 2025Q1: 220,790 shares; 2025Q2: 219,790 shares; 2025Q3: 208,027 shares; 2025Q4: 202,027 shares 202,027 $6.48M 0.71% -6,000 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: 132,018 shares; 2024Q4: 129,888 shares; 2025Q1: 139,552 shares; 2025Q2: 152,346 shares; 2025Q3: 142,113 shares; 2025Q4: 143,229 shares 143,229 $6.36M 0.7% +1,116 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: 43,437 shares; 2024Q4: 43,207 shares; 2025Q1: 42,700 shares; 2025Q2: 42,533 shares; 2025Q3: 42,541 shares; 2025Q4: 42,355 shares 42,355 $6.3M 0.69% -186 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,447 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 2,484 shares; 2025Q4: 2,887 shares 2,887 $6.2M 0.68% +403 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,338 shares; 2024Q4: 33,953 shares; 2025Q1: 33,953 shares; 2025Q2: 33,833 shares; 2025Q3: 32,170 shares; 2025Q4: 32,867 shares 32,867 $6.08M 0.67% +697 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: 61,425 shares; 2025Q1: 74,041 shares; 2025Q2: 74,269 shares; 2025Q3: 72,041 shares; 2025Q4: 72,180 shares 72,180 $5.9M 0.65% +139 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: 20,692 shares; 2024Q4: 20,449 shares; 2025Q1: 19,763 shares; 2025Q2: 19,596 shares; 2025Q3: 19,281 shares; 2025Q4: 17,655 shares 17,655 $5.78M 0.63% -1,626 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,201 shares; 2024Q4: 95,648 shares; 2025Q1: 95,715 shares; 2025Q2: 91,718 shares; 2025Q3: 85,510 shares; 2025Q4: 83,420 shares 83,420 $5.37M 0.59% -2,090 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 5,688 shares; 2025Q1: 5,688 shares; 2025Q2: 5,674 shares; 2025Q3: 5,434 shares; 2025Q4: 5,178 shares 5,178 $5.22M 0.57% -256 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: 24,263 shares; 2024Q4: 24,009 shares; 2025Q1: 23,772 shares; 2025Q2: 23,742 shares; 2025Q3: 23,510 shares; 2025Q4: 23,358 shares 23,358 $5.13M 0.56% -152 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 16,473 shares; 2025Q1: 16,473 shares; 2025Q2: 16,473 shares; 2025Q3: 14,512 shares; 2025Q4: 14,435 shares 14,435 $4.88M 0.53% -77 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: 14,313 shares; 2024Q4: 13,739 shares; 2025Q1: 13,860 shares; 2025Q2: 13,840 shares; 2025Q3: 16,068 shares; 2025Q4: 15,571 shares 15,571 $4.87M 0.53% -497 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,815 shares; 2024Q4: 24,860 shares; 2025Q1: 25,224 shares; 2025Q2: 25,439 shares; 2025Q3: 28,239 shares; 2025Q4: 25,007 shares 25,007 $4.62M 0.51% -3,232 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: 41,319 shares; 2024Q4: 40,827 shares; 2025Q1: 37,651 shares; 2025Q2: 38,156 shares; 2025Q3: 37,641 shares; 2025Q4: 37,994 shares 37,994 $4.57M 0.5% +353 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: 12,700 shares; 2024Q4: 13,181 shares; 2025Q1: 13,201 shares; 2025Q2: 13,196 shares; 2025Q3: 12,618 shares; 2025Q4: 12,698 shares 12,698 $4.37M 0.48% +80 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,718 shares; 2024Q4: 19,760 shares; 2025Q1: 19,826 shares; 2025Q2: 19,952 shares; 2025Q3: 19,870 shares; 2025Q4: 19,748 shares 19,748 $4.29M 0.47% -122 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: 11,282 shares; 2024Q4: 11,167 shares; 2025Q1: 8,352 shares; 2025Q2: 8,666 shares; 2025Q3: 14,498 shares; 2025Q4: 14,761 shares 14,761 $4.28M 0.47% +263 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: 10,516 shares; 2024Q4: 10,516 shares; 2025Q1: 10,631 shares; 2025Q2: 10,431 shares; 2025Q3: 10,411 shares; 2025Q4: 10,411 shares 10,411 $4.13M 0.45% 0 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: 77,926 shares; 2024Q4: 79,554 shares; 2025Q1: 79,232 shares; 2025Q2: 79,232 shares; 2025Q3: 68,391 shares; 2025Q4: 64,407 shares 64,407 $4.1M 0.45% -3,984 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: 37,642 shares; 2024Q4: 38,163 shares; 2025Q1: 38,447 shares; 2025Q2: 22,533 shares; 2025Q3: 21,396 shares; 2025Q4: 21,273 shares 21,273 $4.08M 0.45% -123 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: 41,200 shares; 2024Q4: 41,200 shares; 2025Q1: 41,200 shares; 2025Q2: 41,200 shares; 2025Q3: 41,200 shares; 2025Q4: 40,250 shares 40,250 $3.87M 0.42% -950 Timeline OUSM 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: 85,838 shares; 2024Q4: 102,055 shares; 2025Q1: 101,315 shares; 2025Q2: 100,764 shares; 2025Q3: 92,577 shares; 2025Q4: 88,122 shares 88,122 $3.85M 0.42% -4,455 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,025 shares; 2024Q4: 39,025 shares; 2025Q1: 39,025 shares; 2025Q2: 39,025 shares; 2025Q3: 38,625 shares; 2025Q4: 38,625 shares 38,625 $3.82M 0.42% 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: 34,370 shares; 2024Q4: 34,400 shares; 2025Q1: 34,090 shares; 2025Q2: 33,560 shares; 2025Q3: 30,800 shares; 2025Q4: 29,165 shares 29,165 $3.77M 0.41% -1,635 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: 28,753 shares; 2024Q4: 39,513 shares; 2025Q1: 42,056 shares; 2025Q2: 42,351 shares; 2025Q3: 44,676 shares; 2025Q4: 45,428 shares 45,428 $3.75M 0.41% +752 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: 63,066 shares; 2024Q4: 125,370 shares; 2025Q1: 130,016 shares; 2025Q2: 142,062 shares; 2025Q3: 143,150 shares; 2025Q4: 154,447 shares 154,447 $3.71M 0.41% +11,297 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: 3,607 shares; 2025Q1: 3,597 shares; 2025Q2: 3,572 shares; 2025Q3: 3,477 shares; 2025Q4: 3,447 shares 3,447 $3.69M 0.4% -30 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 4,540 shares; 2025Q1: 4,536 shares; 2025Q2: 4,475 shares; 2025Q3: 4,483 shares; 2025Q4: 4,235 shares 4,235 $3.65M 0.4% -248 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,698 shares; 2024Q4: 18,666 shares; 2025Q1: 18,667 shares; 2025Q2: 18,667 shares; 2025Q3: 18,667 shares; 2025Q4: 18,637 shares 18,637 $3.56M 0.39% -30 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: 3,397 shares; 2024Q4: 3,397 shares; 2025Q1: 3,330 shares; 2025Q2: 8,290 shares; 2025Q3: 10,303 shares; 2025Q4: 10,253 shares 10,253 $3.52M 0.39% -50 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: 11,583 shares; 2024Q4: 11,854 shares; 2025Q1: 11,674 shares; 2025Q2: 11,394 shares; 2025Q3: 10,994 shares; 2025Q4: 11,019 shares 11,019 $3.47M 0.38% +25 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: 4,927 shares; 2024Q4: 5,401 shares; 2025Q1: 4,927 shares; 2025Q2: 5,597 shares; 2025Q3: 4,596 shares; 2025Q4: 22,405 shares 22,405 $3.43M 0.38% +17,809 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: 15,163 shares; 2024Q4: 14,946 shares; 2025Q1: 14,912 shares; 2025Q2: 14,944 shares; 2025Q3: 14,945 shares; 2025Q4: 14,822 shares 14,822 $3.39M 0.37% -123 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: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares 36,000 $3.38M 0.37% 0 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: 27,485 shares; 2024Q4: 27,432 shares; 2025Q1: 27,517 shares; 2025Q2: 27,578 shares; 2025Q3: 27,634 shares; 2025Q4: 27,999 shares 27,999 $3.28M 0.36% +365 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,163 shares; 2024Q4: 191,163 shares; 2025Q1: 191,163 shares; 2025Q2: 191,163 shares; 2025Q3: 191,163 shares; 2025Q4: 191,255 shares 191,255 $3.27M 0.36% +92 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,116 shares; 2024Q4: 48,041 shares; 2025Q1: 76,141 shares; 2025Q2: 85,009 shares; 2025Q3: 83,981 shares; 2025Q4: 78,836 shares 78,836 $3.27M 0.36% -5,145 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,333 shares; 2024Q4: 43,413 shares; 2025Q1: 42,924 shares; 2025Q2: 34,751 shares; 2025Q3: 34,990 shares; 2025Q4: 35,810 shares 35,810 $3M 0.33% +820 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,748 shares; 2024Q4: 104,666 shares; 2025Q1: 83,064 shares; 2025Q2: 55,436 shares; 2025Q3: 48,763 shares; 2025Q4: 47,565 shares 47,565 $2.97M 0.33% -1,198 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: 9,823 shares; 2024Q4: 9,892 shares; 2025Q1: 9,823 shares; 2025Q2: 9,904 shares; 2025Q3: 9,904 shares; 2025Q4: 9,879 shares 9,879 $2.95M 0.32% -25 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,170 shares; 2025Q2: 46,070 shares; 2025Q3: 48,084 shares; 2025Q4: 50,833 shares 50,833 $2.88M 0.32% +2,749 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,362 shares; 2024Q4: 56,362 shares; 2025Q1: 56,162 shares; 2025Q2: 56,162 shares; 2025Q3: 34,775 shares; 2025Q4: 32,775 shares 32,775 $2.86M 0.31% -2,000 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: 78,640 shares; 2024Q4: 149,314 shares; 2025Q1: 146,165 shares; 2025Q2: 138,878 shares; 2025Q3: 131,206 shares; 2025Q4: 116,250 shares 116,250 $2.83M 0.31% -14,956 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,167 shares; 2024Q4: 42,501 shares; 2025Q1: 48,132 shares; 2025Q2: 50,387 shares; 2025Q3: 49,256 shares; 2025Q4: 53,312 shares 53,312 $2.7M 0.3% +4,056 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,116 shares; 2024Q4: 18,854 shares; 2025Q1: 17,714 shares; 2025Q2: 17,714 shares; 2025Q3: 14,414 shares; 2025Q4: 13,223 shares 13,223 $2.68M 0.29% -1,191 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: 18,967 shares; 2024Q4: 18,947 shares; 2025Q1: 18,932 shares; 2025Q2: 19,075 shares; 2025Q3: 11,486 shares; 2025Q4: 9,688 shares 9,688 $2.6M 0.29% -1,798 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,635 shares; 2024Q4: 24,636 shares; 2025Q1: 24,638 shares; 2025Q2: 24,439 shares; 2025Q3: 23,641 shares; 2025Q4: 22,671 shares 22,671 $2.54M 0.28% -970 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 15,800 shares; 2025Q1: 15,800 shares; 2025Q2: 15,710 shares; 2025Q3: 14,228 shares; 2025Q4: 14,229 shares 14,229 $2.54M 0.28% +1 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: 3,757 shares; 2024Q4: 3,731 shares; 2025Q1: 3,754 shares; 2025Q2: 3,913 shares; 2025Q3: 3,914 shares; 2025Q4: 3,698 shares 3,698 $2.52M 0.28% -216 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: 65,342 shares; 2024Q4: 65,302 shares; 2025Q1: 59,093 shares; 2025Q2: 59,093 shares; 2025Q3: 59,104 shares; 2025Q4: 57,286 shares 57,286 $2.35M 0.26% -1,818 Timeline JEPI 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: 30,164 shares; 2024Q4: 30,264 shares; 2025Q1: 39,370 shares; 2025Q2: 40,056 shares; 2025Q3: 41,401 shares; 2025Q4: 40,994 shares 40,994 $2.35M 0.26% -407 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,730 shares; 2024Q4: 43,007 shares; 2025Q1: 41,763 shares; 2025Q2: 42,406 shares; 2025Q3: 44,858 shares; 2025Q4: 45,062 shares 45,062 $2.28M 0.25% +204 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 5,198 shares; 2025Q1: 6,858 shares; 2025Q2: 12,556 shares; 2025Q3: 11,601 shares; 2025Q4: 10,573 shares 10,573 $2.26M 0.25% -1,028 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: 21,805 shares; 2024Q4: 20,333 shares; 2025Q1: 20,339 shares; 2025Q2: 20,316 shares; 2025Q3: 20,722 shares; 2025Q4: 21,177 shares 21,177 $2.23M 0.24% +455 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687 shares; 2024Q4: 10,187 shares; 2025Q1: 10,202 shares; 2025Q2: 10,377 shares; 2025Q3: 10,378 shares; 2025Q4: 10,378 shares 10,378 $2.23M 0.24% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 14,953 shares; 2025Q1: 14,953 shares; 2025Q2: 14,953 shares; 2025Q3: 17,915 shares; 2025Q4: 17,785 shares 17,785 $2.19M 0.24% -130 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,329 shares; 2025Q2: 29,976 shares; 2025Q3: 39,023 shares; 2025Q4: 46,882 shares 46,882 $2.17M 0.24% +7,859 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: 13,510 shares; 2024Q4: 13,354 shares; 2025Q1: 13,032 shares; 2025Q2: 13,064 shares; 2025Q3: 10,542 shares; 2025Q4: 10,481 shares 10,481 $2.17M 0.24% -61 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,936 shares; 2024Q4: 16,936 shares; 2025Q1: 16,936 shares; 2025Q2: 16,936 shares; 2025Q3: 16,936 shares; 2025Q4: 16,937 shares 16,937 $2.16M 0.24% +1 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,484 shares; 2024Q4: 92,135 shares; 2025Q1: 94,953 shares; 2025Q2: 95,081 shares; 2025Q3: 94,002 shares; 2025Q4: 99,771 shares 99,771 $2.15M 0.24% +5,769 Timeline TECB 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: 49,414 shares; 2024Q4: 47,731 shares; 2025Q1: 40,996 shares; 2025Q2: 37,359 shares; 2025Q3: 35,667 shares; 2025Q4: 35,268 shares 35,268 $2.15M 0.24% -399 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: 8,785 shares; 2024Q4: 9,536 shares; 2025Q1: 9,533 shares; 2025Q2: 8,843 shares; 2025Q3: 8,862 shares; 2025Q4: 8,860 shares 8,860 $2.14M 0.23% -2 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,223 shares; 2025Q1: 5,020 shares; 2025Q2: 5,064 shares; 2025Q3: 5,049 shares; 2025Q4: 4,714 shares 4,714 $2.11M 0.23% -335 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: 63,180 shares; 2024Q4: 47,708 shares; 2025Q1: 47,581 shares; 2025Q2: 45,186 shares; 2025Q3: 44,363 shares; 2025Q4: 44,854 shares 44,854 $2.1M 0.23% +491 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: 22,778 shares; 2024Q4: 68,682 shares; 2025Q1: 68,898 shares; 2025Q2: 68,729 shares; 2025Q3: 68,811 shares; 2025Q4: 69,305 shares 69,305 $2.08M 0.23% +494 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,789 shares; 2024Q4: 16,689 shares; 2025Q1: 17,689 shares; 2025Q2: 16,529 shares; 2025Q3: 16,538 shares; 2025Q4: 20,838 shares 20,838 $2.07M 0.23% +4,300 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: 51,918 shares; 2024Q4: 57,589 shares; 2025Q1: 53,852 shares; 2025Q2: 46,832 shares; 2025Q3: 31,851 shares; 2025Q4: 25,923 shares 25,923 $2.07M 0.23% -5,928 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,524 shares; 2025Q2: 51,504 shares; 2025Q3: 55,113 shares; 2025Q4: 55,784 shares 55,784 $2.05M 0.23% +671 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: 8,922 shares; 2024Q4: 12,669 shares; 2025Q1: 6,352 shares; 2025Q2: 6,329 shares; 2025Q3: 11,320 shares; 2025Q4: 11,451 shares 11,451 $2.04M 0.22% +131 Timeline ISTB 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: 21,130 shares; 2024Q4: 20,990 shares; 2025Q1: 24,450 shares; 2025Q2: 27,010 shares; 2025Q3: 28,010 shares; 2025Q4: 40,305 shares 40,305 $1.96M 0.22% +12,295 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,904 shares; 2025Q1: 3,010 shares; 2025Q2: 3,817 shares; 2025Q3: 3,606 shares; 2025Q4: 3,339 shares 3,339 $1.93M 0.21% -267 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: 9,972 shares; 2024Q4: 9,959 shares; 2025Q1: 9,959 shares; 2025Q2: 10,013 shares; 2025Q3: 9,864 shares; 2025Q4: 9,861 shares 9,861 $1.92M 0.21% -3 Timeline SPHY 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: 73,426 shares; 2024Q4: 73,239 shares; 2025Q1: 73,681 shares; 2025Q2: 75,785 shares; 2025Q3: 77,583 shares; 2025Q4: 81,005 shares 81,005 $1.92M 0.21% +3,422 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,586 shares; 2024Q4: 32,764 shares; 2025Q1: 32,767 shares; 2025Q2: 29,627 shares; 2025Q3: 27,000 shares; 2025Q4: 26,635 shares 26,635 $1.9M 0.21% -365 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: 20,984 shares; 2024Q4: 20,860 shares; 2025Q1: 20,975 shares; 2025Q2: 16,602 shares; 2025Q3: 16,614 shares; 2025Q4: 16,970 shares 16,970 $1.89M 0.21% +356 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 13,616 shares; 2025Q1: 13,116 shares; 2025Q2: 13,116 shares; 2025Q3: 28,181 shares; 2025Q4: 27,404 shares 27,404 $1.85M 0.2% -777 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,368 shares; 2024Q4: 31,087 shares; 2025Q1: 19,983 shares; 2025Q2: 19,983 shares; 2025Q3: 19,465 shares; 2025Q4: 19,356 shares 19,356 $1.84M 0.2% -109 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,218 shares; 2025Q4: 55,734 shares 55,734 $1.82M 0.2% +516 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: 3,967 shares; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,843 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares 3,833 $1.81M 0.2% 0 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: 22,104 shares; 2024Q4: 22,142 shares; 2025Q1: 22,126 shares; 2025Q2: 22,232 shares; 2025Q3: 22,656 shares; 2025Q4: 23,510 shares 23,510 $1.73M 0.19% +854 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 3,145 shares; 2025Q1: 3,289 shares; 2025Q2: 3,332 shares; 2025Q3: 3,048 shares; 2025Q4: 3,045 shares 3,045 $1.71M 0.19% -3 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,499 shares; 2024Q4: 8,789 shares; 2025Q1: 9,147 shares; 2025Q2: 8,457 shares; 2025Q3: 7,753 shares; 2025Q4: 7,761 shares 7,761 $1.7M 0.19% +8 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 4,936 shares; 2025Q1: 4,944 shares; 2025Q2: 5,041 shares; 2025Q3: 4,972 shares; 2025Q4: 5,049 shares 5,049 $1.67M 0.18% +77 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: 29,564 shares; 2024Q4: 29,560 shares; 2025Q1: 32,264 shares; 2025Q2: 31,964 shares; 2025Q3: 33,527 shares; 2025Q4: 31,227 shares 31,227 $1.65M 0.18% -2,300 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,088 shares; 2024Q4: 20,209 shares; 2025Q1: 19,489 shares; 2025Q2: 20,923 shares; 2025Q3: 20,866 shares; 2025Q4: 19,251 shares 19,251 $1.65M 0.18% -1,615 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: 13,943 shares; 2024Q4: 14,067 shares; 2025Q1: 13,322 shares; 2025Q2: 13,216 shares; 2025Q3: 30,166 shares; 2025Q4: 29,666 shares 29,666 $1.63M 0.18% -500 Timeline FNDX 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: 13,214 shares; 2024Q4: 42,213 shares; 2025Q1: 53,154 shares; 2025Q2: 56,929 shares; 2025Q3: 56,892 shares; 2025Q4: 59,087 shares 59,087 $1.61M 0.18% +2,195 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 4,326 shares; 2025Q1: 2,373 shares; 2025Q2: 2,374 shares; 2025Q3: 2,372 shares; 2025Q4: 2,383 shares 2,383 $1.61M 0.18% +11 Timeline IHDG 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: 63,926 shares; 2024Q4: 64,032 shares; 2025Q1: 44,957 shares; 2025Q2: 35,907 shares; 2025Q3: 33,165 shares; 2025Q4: 32,968 shares 32,968 $1.6M 0.18% -197 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,284 shares; 2025Q1: not reported; 2025Q2: 20,298 shares; 2025Q3: 20,409 shares; 2025Q4: 20,834 shares 20,834 $1.56M 0.17% +425 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,793 shares; 2024Q4: 19,744 shares; 2025Q1: 16,388 shares; 2025Q2: 15,811 shares; 2025Q3: 14,896 shares; 2025Q4: 14,836 shares 14,836 $1.56M 0.17% -60 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: not reported; 2024Q4: 3,304 shares; 2025Q1: 3,304 shares; 2025Q2: 12,172 shares; 2025Q3: 12,237 shares; 2025Q4: 16,992 shares 16,992 $1.52M 0.17% +4,755 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.17% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,440 shares; 2025Q1: 5,420 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares; 2025Q4: 5,485 shares 5,485 $1.49M 0.16% -171 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,940 shares; 2024Q4: 31,940 shares; 2025Q1: 22,940 shares; 2025Q2: 22,299 shares; 2025Q3: 21,928 shares; 2025Q4: 21,035 shares 21,035 $1.46M 0.16% -893 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,165 shares; 2024Q4: 43,165 shares; 2025Q1: 43,165 shares; 2025Q2: 43,165 shares; 2025Q3: 43,165 shares; 2025Q4: 43,165 shares 43,165 $1.46M 0.16% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 7,686 shares; 2025Q1: 7,969 shares; 2025Q2: 15,325 shares; 2025Q3: 15,325 shares; 2025Q4: 14,413 shares 14,413 $1.44M 0.16% -912 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,389 shares; 2024Q4: 11,612 shares; 2025Q1: 11,776 shares; 2025Q2: 12,372 shares; 2025Q3: 9,420 shares; 2025Q4: 6,975 shares 6,975 $1.44M 0.16% -2,445 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: 18,211 shares; 2024Q4: 18,211 shares; 2025Q1: 18,211 shares; 2025Q2: 18,211 shares; 2025Q3: 18,244 shares; 2025Q4: 17,514 shares 17,514 $1.42M 0.16% -730 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 45,115 shares; 2025Q3: 45,115 shares; 2025Q4: 51,305 shares 51,305 $1.41M 0.15% +6,190 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 609 shares; 2025Q2: 728 shares; 2025Q3: 1,928 shares; 2025Q4: 14,945 shares 14,945 $1.4M 0.15% +13,017 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 5,067 shares; 2025Q1: 5,253 shares; 2025Q2: 5,344 shares; 2025Q3: 5,435 shares; 2025Q4: 5,453 shares 5,453 $1.4M 0.15% +18 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,990 shares; 2024Q4: 86,990 shares; 2025Q1: 84,990 shares; 2025Q2: 82,990 shares; 2025Q3: 82,990 shares; 2025Q4: 79,990 shares 79,990 $1.4M 0.15% -3,000 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 5,252 shares; 2025Q1: 5,112 shares; 2025Q2: 4,877 shares; 2025Q3: 4,827 shares; 2025Q4: 4,842 shares 4,842 $1.39M 0.15% +15 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,163 shares; 2025Q3: 158,163 shares; 2025Q4: 158,553 shares 158,553 $1.38M 0.15% +390 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,519 shares; 2024Q4: 58,415 shares; 2025Q1: 60,028 shares; 2025Q2: 57,610 shares; 2025Q3: 58,418 shares; 2025Q4: 59,092 shares 59,092 $1.38M 0.15% +674 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 7,127 shares; 2025Q1: 7,403 shares; 2025Q2: 7,531 shares; 2025Q3: 7,638 shares; 2025Q4: 6,544 shares 6,544 $1.37M 0.15% -1,094 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: 2,503 shares; 2024Q4: 2,353 shares; 2025Q1: 2,291 shares; 2025Q2: 3,238 shares; 2025Q3: 3,228 shares; 2025Q4: 2,374 shares 2,374 $1.36M 0.15% -854 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,229 shares; 2024Q4: 19,609 shares; 2025Q1: 17,423 shares; 2025Q2: 5,623 shares; 2025Q3: 16,973 shares; 2025Q4: 17,056 shares 17,056 $1.35M 0.15% +83 Timeline PFXF 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: 82,521 shares; 2024Q4: 82,288 shares; 2025Q1: 81,629 shares; 2025Q2: 79,178 shares; 2025Q3: 77,828 shares; 2025Q4: 76,480 shares 76,480 $1.35M 0.15% -1,348 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,445 shares; 2025Q1: 6,445 shares; 2025Q2: 5,787 shares; 2025Q3: 6,512 shares; 2025Q4: 6,508 shares 6,508 $1.33M 0.15% -4 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 8,980 shares; 2025Q1: 22,005 shares; 2025Q2: 22,005 shares; 2025Q3: 22,984 shares; 2025Q4: 25,268 shares 25,268 $1.33M 0.15% +2,284 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,439 shares; 2024Q4: 45,328 shares; 2025Q1: 46,232 shares; 2025Q2: 43,843 shares; 2025Q3: 43,510 shares; 2025Q4: 46,475 shares 46,475 $1.32M 0.15% +2,965 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,253 shares; 2024Q4: 18,145 shares; 2025Q1: 44,161 shares; 2025Q2: 43,561 shares; 2025Q3: 42,199 shares; 2025Q4: 41,642 shares 41,642 $1.32M 0.14% -557 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,084 shares; 2025Q1: 2,170 shares; 2025Q2: 2,214 shares; 2025Q3: 2,245 shares; 2025Q4: 2,230 shares 2,230 $1.32M 0.14% -15 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: 3,272 shares; 2024Q4: 3,373 shares; 2025Q1: 3,374 shares; 2025Q2: 3,511 shares; 2025Q3: 3,579 shares; 2025Q4: 3,780 shares 3,780 $1.31M 0.14% +201 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 24,767 shares; 2025Q3: 24,767 shares; 2025Q4: 24,746 shares 24,746 $1.28M 0.14% -21 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: 6,159 shares; 2024Q4: 3,299 shares; 2025Q1: 3,277 shares; 2025Q2: 3,159 shares; 2025Q3: 3,125 shares; 2025Q4: 3,811 shares 3,811 $1.28M 0.14% +686 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,995 shares; 2024Q4: 633,975 shares; 2025Q1: 633,475 shares; 2025Q2: 633,475 shares; 2025Q3: 633,075 shares; 2025Q4: 631,975 shares 631,975 $1.25M 0.14% -1,100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,563 shares; 2024Q4: 33,563 shares; 2025Q1: 33,563 shares; 2025Q2: 33,563 shares; 2025Q3: 33,563 shares; 2025Q4: 33,640 shares 33,640 $1.22M 0.13% +77 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: 2,830 shares; 2025Q2: 3,181 shares; 2025Q3: 3,163 shares; 2025Q4: 3,954 shares 3,954 $1.22M 0.13% +791 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 2,277 shares; 2025Q3: 2,299 shares; 2025Q4: 2,392 shares 2,392 $1.2M 0.13% +93 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,792 shares; 2024Q4: 20,609 shares; 2025Q1: 13,708 shares; 2025Q2: 13,708 shares; 2025Q3: 13,530 shares; 2025Q4: 13,371 shares 13,371 $1.2M 0.13% -159 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,514 shares; 2025Q1: 3,514 shares; 2025Q2: 3,514 shares; 2025Q3: 3,514 shares; 2025Q4: 3,514 shares 3,514 $1.19M 0.13% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,578 shares; 2025Q1: 13,578 shares; 2025Q2: 13,578 shares; 2025Q3: 14,348 shares; 2025Q4: 14,348 shares 14,348 $1.18M 0.13% 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: 23,274 shares; 2024Q4: 12,146 shares; 2025Q1: 11,360 shares; 2025Q2: 10,864 shares; 2025Q3: 11,169 shares; 2025Q4: 11,726 shares 11,726 $1.17M 0.13% +557 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,673 shares; 2025Q2: 11,673 shares; 2025Q3: 12,815 shares; 2025Q4: 13,515 shares 13,515 $1.16M 0.13% +700 Timeline BIV 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: 26,044 shares; 2024Q4: 26,044 shares; 2025Q1: 15,699 shares; 2025Q2: 15,699 shares; 2025Q3: 15,581 shares; 2025Q4: 14,887 shares 14,887 $1.16M 0.13% -694 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,412 shares; 2025Q3: 20,504 shares; 2025Q4: 23,254 shares 23,254 $1.15M 0.13% +2,750 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: 13,672 shares; 2024Q4: 13,722 shares; 2025Q1: 13,227 shares; 2025Q2: 13,272 shares; 2025Q3: 13,165 shares; 2025Q4: 13,049 shares 13,049 $1.14M 0.12% -116 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,430 shares; 2025Q3: 45,390 shares; 2025Q4: 48,510 shares 48,510 $1.12M 0.12% +3,120 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,962 shares; 2025Q1: 3,063 shares; 2025Q2: 3,118 shares; 2025Q3: 3,141 shares; 2025Q4: 2,494 shares 2,494 $1.11M 0.12% -647 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: 25,319 shares; 2024Q4: 15,272 shares; 2025Q1: 15,172 shares; 2025Q2: 15,172 shares; 2025Q3: 15,172 shares; 2025Q4: 15,122 shares 15,122 $1.11M 0.12% -50 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,039 shares; 2024Q4: 7,730 shares; 2025Q1: 7,637 shares; 2025Q2: 7,533 shares; 2025Q3: 7,536 shares; 2025Q4: 6,322 shares 6,322 $1.1M 0.12% -1,214 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,540 shares; 2025Q3: 5,390 shares; 2025Q4: 5,401 shares 5,401 $1.1M 0.12% +11 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: not reported; 2025Q2: 9,200 shares; 2025Q3: 9,272 shares; 2025Q4: 9,382 shares 9,382 $1.09M 0.12% +110 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,904 shares; 2024Q4: 14,073 shares; 2025Q1: 16,245 shares; 2025Q2: 14,847 shares; 2025Q3: 14,827 shares; 2025Q4: 10,670 shares 10,670 $1.09M 0.12% -4,157 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: 5,742 shares; 2024Q4: 5,744 shares; 2025Q1: 5,746 shares; 2025Q2: 5,813 shares; 2025Q3: 5,815 shares; 2025Q4: 5,887 shares 5,887 $1.08M 0.12% +72 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: 7,101 shares; 2024Q4: 6,945 shares; 2025Q1: 6,930 shares; 2025Q2: 7,029 shares; 2025Q3: 7,136 shares; 2025Q4: 7,456 shares 7,456 $1.05M 0.12% +320 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: 4,770 shares; 2024Q4: 4,616 shares; 2025Q1: 4,616 shares; 2025Q2: 3,037 shares; 2025Q3: 2,852 shares; 2025Q4: 2,996 shares 2,996 $1.05M 0.12% +144 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: 2,026 shares; 2025Q1: 2,036 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 1,611 shares 1,611 $1.05M 0.12% +29 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 5,654 shares; 2025Q1: 3,570 shares; 2025Q2: 5,135 shares; 2025Q3: 5,405 shares; 2025Q4: 5,682 shares 5,682 $1.05M 0.11% +277 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 5,524 shares; 2025Q1: 5,743 shares; 2025Q2: 5,850 shares; 2025Q3: 5,940 shares; 2025Q4: 5,970 shares 5,970 $1.04M 0.11% +30 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,602 shares; 2025Q1: 3,569 shares; 2025Q2: 3,604 shares; 2025Q3: 3,423 shares; 2025Q4: 3,378 shares 3,378 $1.03M 0.11% -45 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: 14,882 shares; 2024Q4: 14,666 shares; 2025Q1: 15,478 shares; 2025Q2: 15,062 shares; 2025Q3: 15,247 shares; 2025Q4: 13,260 shares 13,260 $1.02M 0.11% -1,987 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,563 shares; 2025Q3: 39,563 shares; 2025Q4: 39,638 shares 39,638 $1.01M 0.11% +75 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: 4,325 shares; 2024Q4: 4,293 shares; 2025Q1: 4,294 shares; 2025Q2: 4,347 shares; 2025Q3: 4,347 shares; 2025Q4: 4,342 shares 4,342 $1M 0.11% -5 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: 1,115 shares; 2024Q4: 1,160 shares; 2025Q1: 1,226 shares; 2025Q2: 1,281 shares; 2025Q3: 1,317 shares; 2025Q4: 1,297 shares 1,297 $1M 0.11% -20 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: 4,641 shares; 2024Q4: 4,588 shares; 2025Q1: 4,496 shares; 2025Q2: 5,438 shares; 2025Q3: 5,712 shares; 2025Q4: 6,512 shares 6,512 $993K 0.11% +800 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: 7,334 shares; 2024Q4: 7,342 shares; 2025Q1: 7,349 shares; 2025Q2: 7,231 shares; 2025Q3: 7,163 shares; 2025Q4: 6,998 shares 6,998 $988K 0.11% -165 Timeline PFRL PGIM ETF TR More: the full row for PGIM 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: 19,196 shares; 2025Q2: 17,946 shares; 2025Q3: 18,913 shares; 2025Q4: 19,577 shares 19,577 $973K 0.11% +664 Timeline FENY 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: 44,754 shares; 2024Q4: 44,754 shares; 2025Q1: 40,994 shares; 2025Q2: 40,994 shares; 2025Q3: 40,118 shares; 2025Q4: 39,193 shares 39,193 $971K 0.11% -925 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: 17,420 shares; 2024Q4: 16,299 shares; 2025Q1: 16,286 shares; 2025Q2: 20,153 shares; 2025Q3: 20,153 shares; 2025Q4: 20,291 shares 20,291 $950K 0.1% +138 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,671 shares; 2025Q4: 57,962 shares 57,962 $940K 0.1% +291 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares 3,082 $937K 0.1% 0 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: 49,819 shares; 2024Q4: 49,756 shares; 2025Q1: 46,268 shares; 2025Q2: 25,057 shares; 2025Q3: 23,856 shares; 2025Q4: 20,862 shares 20,862 $926K 0.1% -2,994 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,089 shares; 2025Q3: 23,454 shares; 2025Q4: 26,909 shares 26,909 $905K 0.1% +3,455 Timeline ANGL 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: 45,735 shares; 2024Q4: 44,719 shares; 2025Q1: 32,776 shares; 2025Q2: 31,001 shares; 2025Q3: 30,990 shares; 2025Q4: 30,595 shares 30,595 $898K 0.1% -395 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,055 shares; 2024Q4: 18,065 shares; 2025Q1: 18,076 shares; 2025Q2: 18,089 shares; 2025Q3: 18,060 shares; 2025Q4: 18,088 shares 18,088 $890K 0.1% +28 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: 13,064 shares; 2024Q4: 7,089 shares; 2025Q1: 7,090 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,183 shares 7,183 $882K 0.1% +123 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 2,809 shares; 2025Q4: 2,794 shares 2,794 $880K 0.1% -15 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,921 shares; 2025Q2: 11,068 shares; 2025Q3: 11,158 shares; 2025Q4: 10,283 shares 10,283 $878K 0.1% -875 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 8,543 shares; 2025Q2: 10,789 shares; 2025Q3: 13,999 shares; 2025Q4: 17,105 shares 17,105 $877K 0.1% +3,106 Timeline RDZN ROADZEN INC More: the full row for ROADZEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440,000 shares; 2025Q1: 360,000 shares; 2025Q2: 360,000 shares; 2025Q3: 360,000 shares; 2025Q4: 360,000 shares 360,000 $868K 0.1% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,495 shares; 2025Q1: 8,622 shares; 2025Q2: 8,802 shares; 2025Q3: 9,087 shares; 2025Q4: 9,087 shares 9,087 $864K 0.09% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,409 shares; 2025Q1: 2,506 shares; 2025Q2: 2,587 shares; 2025Q3: 2,632 shares; 2025Q4: 2,634 shares 2,634 $860K 0.09% +2 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,701 shares; 2024Q4: 15,191 shares; 2025Q1: 15,805 shares; 2025Q2: 16,097 shares; 2025Q3: 16,321 shares; 2025Q4: 16,321 shares 16,321 $841K 0.09% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,536 shares; 2024Q4: 10,536 shares; 2025Q1: 10,573 shares; 2025Q2: 10,573 shares; 2025Q3: 10,573 shares; 2025Q4: 10,619 shares 10,619 $839K 0.09% +46 Timeline FLQM 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: 14,280 shares; 2025Q3: 14,280 shares; 2025Q4: 14,896 shares 14,896 $838K 0.09% +616 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,306 shares; 2024Q4: 23,856 shares; 2025Q1: 24,481 shares; 2025Q2: 24,938 shares; 2025Q3: 25,841 shares; 2025Q4: 26,167 shares 26,167 $834K 0.09% +326 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,236 shares; 2024Q4: 18,936 shares; 2025Q1: 19,829 shares; 2025Q2: 20,199 shares; 2025Q3: 21,064 shares; 2025Q4: 21,094 shares 21,094 $832K 0.09% +30 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,574 shares; 2024Q4: 33,113 shares; 2025Q1: 27,952 shares; 2025Q2: 28,322 shares; 2025Q3: 28,591 shares; 2025Q4: 29,207 shares 29,207 $831K 0.09% +616 Timeline USFR 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: 11,155 shares; 2024Q4: 10,587 shares; 2025Q1: 10,697 shares; 2025Q2: 16,137 shares; 2025Q3: 16,309 shares; 2025Q4: 16,468 shares 16,468 $829K 0.09% +159 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: 1,555 shares; 2024Q4: 1,556 shares; 2025Q1: 1,540 shares; 2025Q2: 1,558 shares; 2025Q3: 1,638 shares; 2025Q4: 1,822 shares 1,822 $819K 0.09% +184 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 7,005 shares; 2025Q1: 7,272 shares; 2025Q2: 7,413 shares; 2025Q3: 7,524 shares; 2025Q4: 7,524 shares 7,524 $808K 0.09% 0 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: 10,255 shares; 2024Q4: 10,335 shares; 2025Q1: 10,328 shares; 2025Q2: 8,446 shares; 2025Q3: 8,456 shares; 2025Q4: 8,661 shares 8,661 $807K 0.09% +205 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest 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: 241,227 shares; 2025Q4: 241,227 shares 241,227 $806K 0.09% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,500 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $804K 0.09% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 4,055 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,055 shares; 2025Q4: 3,898 shares 3,898 $801K 0.09% -157 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 16,694 shares; 2025Q1: 17,576 shares; 2025Q2: 18,040 shares; 2025Q3: 18,418 shares; 2025Q4: 18,444 shares 18,444 $790K 0.09% +26 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: 4,145 shares; 2024Q4: 4,145 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 3,781 shares; 2025Q4: 4,281 shares 4,281 $788K 0.09% +500 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,692 shares; 2024Q4: 7,965 shares; 2025Q1: 8,262 shares; 2025Q2: 8,419 shares; 2025Q3: 8,525 shares; 2025Q4: 8,525 shares 8,525 $781K 0.09% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,568 shares; 2024Q4: 16,545 shares; 2025Q1: 23,425 shares; 2025Q2: 24,327 shares; 2025Q3: 25,401 shares; 2025Q4: 25,703 shares 25,703 $776K 0.09% +302 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,840 shares; 2025Q4: 20,098 shares 20,098 $775K 0.09% +258 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,292 shares; 2025Q1: 4,798 shares; 2025Q2: 4,798 shares; 2025Q3: 4,569 shares; 2025Q4: 4,384 shares 4,384 $770K 0.08% -185 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,829 shares 4,829 $770K 0.08% +18 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: 7,314 shares; 2025Q1: 7,274 shares; 2025Q2: 7,274 shares; 2025Q3: 5,024 shares; 2025Q4: 4,992 shares 4,992 $769K 0.08% -32 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: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares 1,591 $765K 0.08% 0 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: 6,795 shares; 2024Q4: 6,645 shares; 2025Q1: 6,321 shares; 2025Q2: 6,175 shares; 2025Q3: 6,323 shares; 2025Q4: 6,025 shares 6,025 $759K 0.08% -298 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,559 shares; 2025Q1: 4,683 shares; 2025Q2: 4,727 shares; 2025Q3: 4,626 shares; 2025Q4: 10,334 shares 10,334 $751K 0.08% +5,708 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,423 shares; 2025Q4: 17,071 shares 17,071 $743K 0.08% +1,648 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,039 shares; 2025Q4: 16,677 shares 16,677 $743K 0.08% +6,638 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: 10,037 shares; 2024Q4: 10,037 shares; 2025Q1: 9,037 shares; 2025Q2: 8,537 shares; 2025Q3: 7,792 shares; 2025Q4: 6,881 shares 6,881 $737K 0.08% -911 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,583 shares; 2025Q4: 8,649 shares 8,649 $735K 0.08% +66 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,660 shares; 2025Q4: 8,565 shares 8,565 $733K 0.08% -95 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,395 shares; 2024Q4: 36,525 shares; 2025Q1: 37,905 shares; 2025Q2: 38,585 shares; 2025Q3: 38,975 shares; 2025Q4: 38,975 shares 38,975 $730K 0.08% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,552 shares; 2024Q4: 34,567 shares; 2025Q1: 31,252 shares; 2025Q2: 25,659 shares; 2025Q3: 22,446 shares; 2025Q4: 15,571 shares 15,571 $724K 0.08% -6,875 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,902 shares; 2024Q4: 32,952 shares; 2025Q1: 34,199 shares; 2025Q2: 34,846 shares; 2025Q3: 34,846 shares; 2025Q4: 34,846 shares 34,846 $723K 0.08% 0 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED 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: 18,840 shares; 2025Q3: 18,840 shares; 2025Q4: 18,840 shares 18,840 $712K 0.08% 0 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: 3,969 shares; 2024Q4: 4,020 shares; 2025Q1: 3,970 shares; 2025Q2: 3,950 shares; 2025Q3: 3,976 shares; 2025Q4: 4,894 shares 4,894 $701K 0.08% +918 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,700 shares; 2025Q3: 11,360 shares; 2025Q4: 11,877 shares 11,877 $686K 0.08% +517 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,141 shares; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,297 shares 6,297 $684K 0.08% -3 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,239 shares; 2025Q1: 2,322 shares; 2025Q2: 2,360 shares; 2025Q3: 2,397 shares; 2025Q4: 2,398 shares 2,398 $683K 0.07% +1 Timeline VCLT 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: 7,639 shares; 2024Q4: 7,695 shares; 2025Q1: 7,695 shares; 2025Q2: 8,297 shares; 2025Q3: 8,373 shares; 2025Q4: 8,968 shares 8,968 $680K 0.07% +595 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: 10,757 shares; 2024Q4: 10,757 shares; 2025Q1: 10,910 shares; 2025Q2: 10,910 shares; 2025Q3: 14,933 shares; 2025Q4: 14,183 shares 14,183 $678K 0.07% -750 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,014 shares; 2025Q4: 68,973 shares 68,973 $677K 0.07% -41 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,872 shares; 2024Q4: 29,616 shares; 2025Q1: 30,156 shares; 2025Q2: 15,271 shares; 2025Q3: 15,491 shares; 2025Q4: 15,591 shares 15,591 $662K 0.07% +100 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,330 shares; 2025Q3: 10,330 shares; 2025Q4: 26,516 shares 26,516 $658K 0.07% +16,186 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares 1,728 $656K 0.07% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,863 shares; 2025Q3: 11,863 shares; 2025Q4: 7,156 shares 7,156 $655K 0.07% -4,707 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,521 shares; 2024Q4: 13,331 shares; 2025Q1: 13,331 shares; 2025Q2: 12,331 shares; 2025Q3: 10,838 shares; 2025Q4: 10,432 shares 10,432 $651K 0.07% -406 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA 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: 33,336 shares; 2025Q4: 33,336 shares 33,336 $643K 0.07% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,201 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,205 shares 2,205 $637K 0.07% +4 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 6,945 shares; 2025Q3: 6,945 shares; 2025Q4: 6,977 shares 6,977 $636K 0.07% +32 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,489 shares 5,489 $630K 0.07% new Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 7,015 shares; 2025Q1: 7,281 shares; 2025Q2: 7,416 shares; 2025Q3: 7,521 shares; 2025Q4: 7,521 shares 7,521 $623K 0.07% 0 Timeline IBEX IBEX LTD More: the full row for IBEX 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: 16,410 shares; 2025Q3: 16,410 shares; 2025Q4: 16,306 shares 16,306 $623K 0.07% -104 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: 7,245 shares; 2024Q4: 7,246 shares; 2025Q1: 7,347 shares; 2025Q2: 7,568 shares; 2025Q3: 7,569 shares; 2025Q4: 7,667 shares 7,667 $615K 0.07% +98 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE 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: not reported; 2025Q2: not reported; 2025Q3: 6,456 shares; 2025Q4: 6,464 shares 6,464 $608K 0.07% +8 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: 16,104 shares; 2024Q4: 5,884 shares; 2025Q1: 5,788 shares; 2025Q2: 5,671 shares; 2025Q3: 5,578 shares; 2025Q4: 5,405 shares 5,405 $596K 0.07% -173 Timeline ITM 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: 13,600 shares; 2024Q4: 13,600 shares; 2025Q1: 13,600 shares; 2025Q2: 13,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $594K 0.07% 0 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,614 shares; 2025Q4: 20,856 shares 20,856 $590K 0.06% +242 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 185 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 174 shares; 2025Q4: 174 shares 174 $590K 0.06% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,719 shares; 2024Q4: 6,936 shares; 2025Q1: 7,148 shares; 2025Q2: 5,813 shares; 2025Q3: 5,352 shares; 2025Q4: 5,352 shares 5,352 $587K 0.06% 0 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 6,579 shares; 2025Q1: 6,579 shares; 2025Q2: 6,236 shares; 2025Q3: 4,339 shares; 2025Q4: 4,339 shares 4,339 $585K 0.06% 0 Timeline SPIP 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: 22,466 shares; 2024Q4: 22,466 shares; 2025Q1: 22,466 shares; 2025Q2: 22,466 shares; 2025Q3: 22,466 shares; 2025Q4: 22,466 shares 22,466 $583K 0.06% 0 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 5,669 shares; 2025Q1: 5,875 shares; 2025Q2: 5,980 shares; 2025Q3: 6,065 shares; 2025Q4: 6,067 shares 6,067 $579K 0.06% +2 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,583 shares; 2025Q1: 2,696 shares; 2025Q2: 2,750 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares 2,799 $579K 0.06% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,516 shares; 2024Q4: 27,652 shares; 2025Q1: 28,034 shares; 2025Q2: 25,770 shares; 2025Q3: 11,709 shares; 2025Q4: 11,989 shares 11,989 $577K 0.06% +280 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,349 shares; 2025Q4: 14,657 shares 14,657 $574K 0.06% +5,308 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: 5,385 shares; 2024Q4: 5,363 shares; 2025Q1: 5,323 shares; 2025Q2: 5,275 shares; 2025Q3: 5,429 shares; 2025Q4: 7,712 shares 7,712 $571K 0.06% +2,283 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 9,678 shares; 2025Q1: 9,642 shares; 2025Q2: 9,339 shares; 2025Q3: 8,869 shares; 2025Q4: 7,460 shares 7,460 $568K 0.06% -1,409 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: 1,722 shares; 2024Q4: 1,683 shares; 2025Q1: 1,760 shares; 2025Q2: 1,763 shares; 2025Q3: 1,824 shares; 2025Q4: 1,994 shares 1,994 $554K 0.06% +170 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,510 shares; 2025Q3: 4,674 shares; 2025Q4: 6,917 shares 6,917 $545K 0.06% +2,243 Timeline EMLP 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: 14,216 shares; 2024Q4: 14,174 shares; 2025Q1: 14,191 shares; 2025Q2: 14,208 shares; 2025Q3: 14,226 shares; 2025Q4: 14,291 shares 14,291 $541K 0.06% +65 Timeline SHYG 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: 27,349 shares; 2024Q4: 26,485 shares; 2025Q1: 14,702 shares; 2025Q2: 13,462 shares; 2025Q3: 13,143 shares; 2025Q4: 12,419 shares 12,419 $532K 0.06% -724 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,720 shares; 2025Q3: not reported; 2025Q4: 2,316 shares 2,316 $515K 0.06% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares; 2025Q4: 4,276 shares 4,276 $510K 0.06% -86 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,328 shares 9,328 $504K 0.06% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 5,856 shares; 2025Q1: 6,079 shares; 2025Q2: 5,854 shares; 2025Q3: 5,946 shares; 2025Q4: 5,949 shares 5,949 $500K 0.05% +3 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,680 shares; 2024Q4: 13,984 shares; 2025Q1: 13,535 shares; 2025Q2: 13,423 shares; 2025Q3: 13,141 shares; 2025Q4: 12,224 shares 12,224 $498K 0.05% -917 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,321 shares; 2024Q4: 14,828 shares; 2025Q1: 15,491 shares; 2025Q2: 15,819 shares; 2025Q3: 16,071 shares; 2025Q4: 16,085 shares 16,085 $498K 0.05% +14 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 6,055 shares; 2025Q1: 5,940 shares; 2025Q2: 5,910 shares; 2025Q3: 5,910 shares; 2025Q4: 5,988 shares 5,988 $497K 0.05% +78 Timeline ATI ATI INC More: the full row for ATI 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: 6,526 shares; 2025Q3: not reported; 2025Q4: 4,321 shares 4,321 $496K 0.05% new 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: 3,591 shares; 2024Q4: 3,531 shares; 2025Q1: 3,161 shares; 2025Q2: 2,936 shares; 2025Q3: 2,904 shares; 2025Q4: 2,904 shares 2,904 $495K 0.05% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,664 shares; 2025Q1: 2,767 shares; 2025Q2: 2,817 shares; 2025Q3: 4,777 shares; 2025Q4: 4,996 shares 4,996 $489K 0.05% +219 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 4,961 shares; 2025Q1: 4,961 shares; 2025Q2: 4,724 shares; 2025Q3: 4,724 shares; 2025Q4: 5,132 shares 5,132 $486K 0.05% +408 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,500 shares; 2025Q1: 4,800 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 9,175 shares 9,175 $485K 0.05% +4,675 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,474 shares 9,474 $479K 0.05% new Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,033 shares; 2024Q4: 12,471 shares; 2025Q1: 13,081 shares; 2025Q2: 13,361 shares; 2025Q3: 13,581 shares; 2025Q4: 13,581 shares 13,581 $478K 0.05% 0 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: 14,501 shares; 2024Q4: 14,862 shares; 2025Q1: 15,129 shares; 2025Q2: 14,726 shares; 2025Q3: 14,861 shares; 2025Q4: 14,531 shares 14,531 $476K 0.05% -330 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: 5,423 shares; 2024Q4: 5,082 shares; 2025Q1: 4,905 shares; 2025Q2: 4,295 shares; 2025Q3: 4,267 shares; 2025Q4: 4,160 shares 4,160 $474K 0.05% -107 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,768 shares; 2025Q1: 1,769 shares; 2025Q2: 1,765 shares; 2025Q3: 1,789 shares; 2025Q4: 1,818 shares 1,818 $467K 0.05% +29 Timeline IFS INTERCORP FINL SVCS INC More: the full row for INTERCORP FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,779 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares 10,779 $457K 0.05% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,741 shares 7,741 $452K 0.05% new Timeline HYBB 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: 12,490 shares; 2024Q4: 11,490 shares; 2025Q1: 11,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,490 shares; 2025Q4: 9,490 shares 9,490 $447K 0.05% 0 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: 6,989 shares; 2024Q4: 6,005 shares; 2025Q1: 5,371 shares; 2025Q2: 5,376 shares; 2025Q3: 5,381 shares; 2025Q4: 5,278 shares 5,278 $444K 0.05% -103 Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 7,473 shares; 2025Q4: 7,473 shares 7,473 $444K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,682 shares; 2024Q4: 15,037 shares; 2025Q1: 14,729 shares; 2025Q2: 14,795 shares; 2025Q3: 15,726 shares; 2025Q4: 15,972 shares 15,972 $439K 0.05% +246 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: 952 shares; 2024Q4: 682 shares; 2025Q1: 671 shares; 2025Q2: 674 shares; 2025Q3: 623 shares; 2025Q4: 581 shares 581 $438K 0.05% -42 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: 35,853 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,992 shares; 2025Q4: 25,992 shares 25,992 $435K 0.05% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,076 shares 6,076 $434K 0.05% new Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,189 shares; 2024Q4: 20,477 shares; 2025Q1: 20,792 shares; 2025Q2: 16,958 shares; 2025Q3: 14,094 shares; 2025Q4: 10,750 shares 10,750 $432K 0.05% -3,344 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares 1,655 $428K 0.05% 0 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest 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: 5,312 shares; 2025Q4: 8,712 shares 8,712 $426K 0.05% +3,400 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares 1,486 $424K 0.05% new 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: 833 shares; 2024Q4: 853 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 873 shares 873 $422K 0.05% +19 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 22,907 shares; 2025Q4: 22,907 shares 22,907 $422K 0.05% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES 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: 117,696 shares 117,696 $419K 0.05% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,536 shares; 2025Q1: 2,136 shares; 2025Q2: 2,112 shares; 2025Q3: 1,637 shares; 2025Q4: 1,642 shares 1,642 $412K 0.05% +5 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: 2,614 shares; 2024Q4: 2,637 shares; 2025Q1: 2,647 shares; 2025Q2: 2,618 shares; 2025Q3: 2,430 shares; 2025Q4: 2,261 shares 2,261 $411K 0.05% -169 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: 18,995 shares; 2025Q2: 18,720 shares; 2025Q3: 3,921 shares; 2025Q4: 1,792 shares 1,792 $408K 0.04% -2,129 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,919 shares 8,919 $407K 0.04% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,209 shares; 2025Q1: 1,261 shares; 2025Q2: 454 shares; 2025Q3: 451 shares; 2025Q4: 614 shares 614 $406K 0.04% +163 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,507 shares; 2025Q4: 8,521 shares 8,521 $401K 0.04% +2,014 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,996 shares; 2025Q1: 2,971 shares; 2025Q2: 3,105 shares; 2025Q3: 3,075 shares; 2025Q4: 3,196 shares 3,196 $400K 0.04% +121 Timeline SPIN SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 8,290 shares; 2025Q2: 8,290 shares; 2025Q3: 10,922 shares; 2025Q4: 12,293 shares 12,293 $398K 0.04% +1,371 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,423 shares; 2024Q4: 29,404 shares; 2025Q1: 29,404 shares; 2025Q2: 29,404 shares; 2025Q3: 8,831 shares; 2025Q4: 8,877 shares 8,877 $394K 0.04% +46 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,845 shares; 2025Q4: 21,845 shares 21,845 $389K 0.04% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,890 shares 3,890 $384K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,350 shares; 2025Q1: not reported; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,360 shares 4,360 $382K 0.04% +10 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,278 shares; 2025Q3: 5,278 shares; 2025Q4: 5,314 shares 5,314 $381K 0.04% +36 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,259 shares 1,259 $378K 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,185 shares 1,185 $377K 0.04% +39 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: 1,284 shares; 2024Q4: 1,334 shares; 2025Q1: 1,349 shares; 2025Q2: 1,409 shares; 2025Q3: 1,406 shares; 2025Q4: 1,418 shares 1,418 $376K 0.04% +12 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,437 shares; 2025Q1: 1,496 shares; 2025Q2: 1,529 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares 1,530 $374K 0.04% 0 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL 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: 3,490 shares; 2025Q3: 3,520 shares; 2025Q4: 5,267 shares 5,267 $374K 0.04% +1,747 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: 53,937 shares; 2024Q4: 53,405 shares; 2025Q1: 52,036 shares; 2025Q2: 24,886 shares; 2025Q3: 19,014 shares; 2025Q4: 14,810 shares 14,810 $369K 0.04% -4,204 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,968 shares 2,968 $369K 0.04% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 12,865 shares; 2025Q1: 8,377 shares; 2025Q2: 8,242 shares; 2025Q3: 7,762 shares; 2025Q4: 6,998 shares 6,998 $368K 0.04% -764 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,134 shares; 2025Q1: 17,298 shares; 2025Q2: 18,410 shares; 2025Q3: 18,705 shares; 2025Q4: 18,730 shares 18,730 $361K 0.04% +25 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: 3,956 shares; 2024Q4: 3,463 shares; 2025Q1: 3,468 shares; 2025Q2: 3,474 shares; 2025Q3: 3,480 shares; 2025Q4: 3,487 shares 3,487 $358K 0.04% +7 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares 1,227 $354K 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,353 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,361 shares 1,361 $351K 0.04% +10 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: 11,789 shares; 2024Q4: 11,844 shares; 2025Q1: 3,855 shares; 2025Q2: 3,760 shares; 2025Q3: 3,763 shares; 2025Q4: 3,052 shares 3,052 $347K 0.04% -711 Timeline HAPN HAPPEN INC More: the full row for HAPPEN 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: 18,282 shares; 2025Q4: 18,282 shares 18,282 $346K 0.04% 0 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: 3,293 shares; 2024Q4: 3,016 shares; 2025Q1: 2,756 shares; 2025Q2: 2,750 shares; 2025Q3: 2,241 shares; 2025Q4: 2,217 shares 2,217 $343K 0.04% -24 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $338K 0.04% 0 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: 846 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 872 shares; 2025Q3: 922 shares; 2025Q4: 909 shares 909 $336K 0.04% -13 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: 421 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 379 shares 379 $333K 0.04% +18 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,379 shares; 2025Q4: 14,224 shares 14,224 $331K 0.04% -155 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,083 shares 4,083 $325K 0.04% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 5,954 shares; 2025Q1: 5,784 shares; 2025Q2: 5,076 shares; 2025Q3: 4,953 shares; 2025Q4: 5,544 shares 5,544 $325K 0.04% +591 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: 6,800 shares; 2024Q4: 7,977 shares; 2025Q1: 7,400 shares; 2025Q2: 6,400 shares; 2025Q3: 5,900 shares; 2025Q4: 6,000 shares 6,000 $323K 0.04% +100 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,345 shares; 2025Q4: 6,030 shares 6,030 $318K 0.03% +1,685 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: 8,700 shares; 2024Q4: 10,580 shares; 2025Q1: 8,920 shares; 2025Q2: 8,867 shares; 2025Q3: 3,957 shares; 2025Q4: 4,005 shares 4,005 $318K 0.03% +48 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 9,717 shares; 2025Q1: 9,717 shares; 2025Q2: 9,717 shares; 2025Q3: 9,717 shares; 2025Q4: 9,717 shares 9,717 $318K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,516 shares; 2025Q1: 6,066 shares; 2025Q2: 5,883 shares; 2025Q3: 5,053 shares; 2025Q4: 4,283 shares 4,283 $316K 0.03% -770 Timeline DLN 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: 3,560 shares; 2024Q4: 3,573 shares; 2025Q1: 3,584 shares; 2025Q2: 3,587 shares; 2025Q3: 3,589 shares; 2025Q4: 3,591 shares 3,591 $316K 0.03% +2 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,234 shares 2,234 $316K 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: not reported; 2025Q1: 580 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 461 shares 461 $312K 0.03% +6 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: 1,522 shares; 2025Q2: 1,437 shares; 2025Q3: 1,436 shares; 2025Q4: 1,599 shares 1,599 $312K 0.03% +163 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,203 shares; 2024Q4: 15,772 shares; 2025Q1: 16,028 shares; 2025Q2: 16,914 shares; 2025Q3: 17,219 shares; 2025Q4: 17,878 shares 17,878 $309K 0.03% +659 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 2,436 shares 2,436 $306K 0.03% +724 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: 3,571 shares; 2024Q4: 3,810 shares; 2025Q1: 3,812 shares; 2025Q2: 3,389 shares; 2025Q3: 3,167 shares; 2025Q4: 3,259 shares 3,259 $305K 0.03% +92 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,597 shares; 2024Q4: 26,681 shares; 2025Q1: 26,776 shares; 2025Q2: 26,881 shares; 2025Q3: 26,081 shares; 2025Q4: 26,681 shares 26,681 $302K 0.03% +600 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,162 shares; 2025Q4: 7,162 shares 7,162 $295K 0.03% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,504 shares; 2025Q4: 3,509 shares 3,509 $295K 0.03% +5 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares 6,300 $291K 0.03% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,377 shares; 2025Q3: 3,377 shares; 2025Q4: 3,377 shares 3,377 $286K 0.03% 0 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: 1,066 shares; 2025Q2: 1,086 shares; 2025Q3: 1,073 shares; 2025Q4: 1,127 shares 1,127 $285K 0.03% +54 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,905 shares 5,905 $282K 0.03% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 2,963 shares; 2025Q1: 2,961 shares; 2025Q2: 2,952 shares; 2025Q3: 3,017 shares; 2025Q4: 3,170 shares 3,170 $281K 0.03% +153 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,588 shares 1,588 $279K 0.03% -25 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 5,160 shares; 2025Q1: 5,160 shares; 2025Q2: 4,711 shares; 2025Q3: 5,038 shares; 2025Q4: 4,775 shares 4,775 $279K 0.03% -263 Timeline SLYV 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: 3,154 shares; 2024Q4: 3,259 shares; 2025Q1: 3,265 shares; 2025Q2: 3,038 shares; 2025Q3: 3,044 shares; 2025Q4: 3,043 shares 3,043 $277K 0.03% -1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 5,208 shares; 2025Q1: 5,209 shares; 2025Q2: 5,210 shares; 2025Q3: 4,611 shares; 2025Q4: 5,129 shares 5,129 $277K 0.03% +518 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,695 shares 48,695 $274K 0.03% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,021 shares; 2025Q4: 301 shares 301 $273K 0.03% -720 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: 617 shares; 2024Q4: 617 shares; 2025Q1: 607 shares; 2025Q2: 579 shares; 2025Q3: 583 shares; 2025Q4: 583 shares 583 $272K 0.03% 0 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,425 shares; 2024Q4: 10,715 shares; 2025Q1: 10,677 shares; 2025Q2: 8,752 shares; 2025Q3: 8,752 shares; 2025Q4: 8,752 shares 8,752 $271K 0.03% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares 695 $270K 0.03% new Timeline QDF 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,300 shares 3,300 $267K 0.03% -100 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 845 shares 845 $262K 0.03% +12 Timeline PRFZ 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: 10,333 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares 5,670 $260K 0.03% 0 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: 1,909 shares; 2024Q4: 1,920 shares; 2025Q1: 1,932 shares; 2025Q2: 2,050 shares; 2025Q3: 1,737 shares; 2025Q4: 1,590 shares 1,590 $255K 0.03% -147 Timeline VDC 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $253K 0.03% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,216 shares; 2025Q3: 2,216 shares; 2025Q4: 2,219 shares 2,219 $250K 0.03% +3 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,572 shares; 2025Q3: 9,650 shares; 2025Q4: 9,725 shares 9,725 $244K 0.03% +75 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,280 shares; 2025Q1: 12,404 shares; 2025Q2: 13,032 shares; 2025Q3: 13,249 shares; 2025Q4: 13,243 shares 13,243 $240K 0.03% -6 Timeline FTSM 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: 4,024 shares; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $240K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 934 shares 934 $230K 0.03% +26 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,760 shares; 2025Q3: not reported; 2025Q4: 9,422 shares 9,422 $227K 0.02% new Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,876 shares; 2025Q4: 9,497 shares 9,497 $225K 0.02% -10,379 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,620 shares; 2025Q3: 5,636 shares; 2025Q4: 5,649 shares 5,649 $224K 0.02% +13 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: 2,110 shares; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,663 shares; 2025Q4: 1,666 shares 1,666 $222K 0.02% +3 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,552 shares; 2025Q1: 4,207 shares; 2025Q2: 4,207 shares; 2025Q3: not reported; 2025Q4: 1,231 shares 1,231 $219K 0.02% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,485 shares 4,485 $214K 0.02% new Timeline XSVM 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: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,740 shares; 2025Q4: 3,740 shares 3,740 $214K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,282 shares; 2025Q3: 1,192 shares; 2025Q4: 1,227 shares 1,227 $213K 0.02% +35 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,002 shares; 2025Q4: 8,134 shares 8,134 $207K 0.02% +132 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares 695 $206K 0.02% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,346 shares; 2025Q4: 6,247 shares 6,247 $204K 0.02% -99 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,007 shares; 2024Q4: 30,007 shares; 2025Q1: 36,010 shares; 2025Q2: 36,010 shares; 2025Q3: 36,010 shares; 2025Q4: 26,010 shares 26,010 $204K 0.02% -10,000 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,541 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,546 shares 1,546 $201K 0.02% +5 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,670 shares; 2024Q4: 50,524 shares; 2025Q1: 50,629 shares; 2025Q2: 54,391 shares; 2025Q3: 56,208 shares; 2025Q4: 65,093 shares 65,093 $190K 0.02% +8,885 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 50,680 shares; 2025Q4: 49,245 shares 49,245 $189K 0.02% -1,435 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares 10,500 $122K 0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT 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 $19.7K <0.01% 0 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $18.9K <0.01% 0 Timeline DFSCW KWESST MICRO SYSTEMS INC More: the full row for KWESST MICRO SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $854 <0.01% 0 Timeline