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: 260,135 shares; 2024Q4: 260,978 shares; 2025Q1: 266,917 shares; 2025Q2: 266,459 shares; 2025Q3: 272,917 shares; 2025Q4: 314,580 shares 314,580 $215M 9.36% +41,663 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,504 shares; 2024Q4: 280,420 shares; 2025Q1: 284,943 shares; 2025Q2: 283,250 shares; 2025Q3: 284,638 shares; 2025Q4: 320,457 shares 320,457 $156M 6.82% +35,819 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: 540,636 shares; 2024Q4: 544,991 shares; 2025Q1: 570,689 shares; 2025Q2: 580,808 shares; 2025Q3: 595,203 shares; 2025Q4: 628,428 shares 628,428 $120M 5.24% +33,225 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: 258,733 shares; 2024Q4: 256,674 shares; 2025Q1: 248,816 shares; 2025Q2: 254,851 shares; 2025Q3: 255,276 shares; 2025Q4: 249,401 shares 249,401 $118M 5.15% -5,875 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,860 shares; 2024Q4: 116,894 shares; 2025Q1: 129,619 shares; 2025Q2: 138,275 shares; 2025Q3: 145,701 shares; 2025Q4: 149,999 shares 149,999 $94.1M 4.11% +4,298 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: 111,336 shares; 2024Q4: 120,770 shares; 2025Q1: 112,729 shares; 2025Q2: 113,050 shares; 2025Q3: 122,518 shares; 2025Q4: 133,031 shares 133,031 $91.1M 3.98% +10,513 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926,222 shares; 2024Q4: 1,899,013 shares; 2025Q1: 1,796,140 shares; 2025Q2: 1,573,013 shares; 2025Q3: 1,554,593 shares; 2025Q4: 1,526,488 shares 1,526,488 $86.7M 3.78% -28,105 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: 293,674 shares; 2024Q4: 291,286 shares; 2025Q1: 339,344 shares; 2025Q2: 272,550 shares; 2025Q3: 269,682 shares; 2025Q4: 286,882 shares 286,882 $78M 3.4% +17,200 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: 563,973 shares; 2024Q4: 547,292 shares; 2025Q1: 486,698 shares; 2025Q2: 463,854 shares; 2025Q3: 465,685 shares; 2025Q4: 443,849 shares 443,849 $66M 2.88% -21,836 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,955 shares; 2024Q4: 1,083,531 shares; 2025Q1: 1,560,781 shares; 2025Q2: 1,723,842 shares; 2025Q3: 1,712,802 shares; 2025Q4: 1,303,493 shares 1,303,493 $65.9M 2.88% -409,309 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,823 shares; 2024Q4: 393,530 shares; 2025Q1: 414,456 shares; 2025Q2: 596,646 shares; 2025Q3: 848,705 shares; 2025Q4: 990,514 shares 990,514 $61.9M 2.7% +141,809 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: 148,881 shares; 2024Q4: 154,553 shares; 2025Q1: 191,715 shares; 2025Q2: 168,930 shares; 2025Q3: 176,783 shares; 2025Q4: 176,604 shares 176,604 $40.8M 1.78% -179 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,552 shares; 2024Q4: 353,852 shares; 2025Q1: 356,305 shares; 2025Q2: 324,913 shares; 2025Q3: 300,278 shares; 2025Q4: 253,333 shares 253,333 $35.7M 1.56% -46,945 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: 116,782 shares; 2024Q4: 109,614 shares; 2025Q1: 105,248 shares; 2025Q2: 375,937 shares; 2025Q3: 377,894 shares; 2025Q4: 375,036 shares 375,036 $33.6M 1.46% -2,858 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: 404,908 shares; 2024Q4: 398,121 shares; 2025Q1: 445,157 shares; 2025Q2: 577,565 shares; 2025Q3: 653,321 shares; 2025Q4: 609,187 shares 609,187 $33.5M 1.46% -44,134 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,416 shares; 2024Q4: 75,402 shares; 2025Q1: 71,447 shares; 2025Q2: 497,074 shares; 2025Q3: 498,016 shares; 2025Q4: 495,516 shares 495,516 $33.3M 1.45% -2,500 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,816 shares; 2024Q4: 152,269 shares; 2025Q1: 148,448 shares; 2025Q2: 369,598 shares; 2025Q3: 542,857 shares; 2025Q4: 614,102 shares 614,102 $33M 1.44% +71,245 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,904 shares; 2024Q4: 190,064 shares; 2025Q1: 189,828 shares; 2025Q2: 195,436 shares; 2025Q3: 190,811 shares; 2025Q4: 138,576 shares 138,576 $29.1M 1.27% -52,235 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: 66,725 shares; 2024Q4: 67,486 shares; 2025Q1: 66,614 shares; 2025Q2: 67,913 shares; 2025Q3: 74,988 shares; 2025Q4: 74,720 shares 74,720 $25.1M 1.09% -268 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: 56,795 shares; 2024Q4: 60,551 shares; 2025Q1: 72,198 shares; 2025Q2: 40,291 shares; 2025Q3: 43,664 shares; 2025Q4: 44,482 shares 44,482 $21.5M 0.94% +818 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: 21,373 shares; 2024Q4: 21,568 shares; 2025Q1: 22,234 shares; 2025Q2: 72,275 shares; 2025Q3: 75,474 shares; 2025Q4: 79,554 shares 79,554 $20.5M 0.9% +4,080 Timeline SHV 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: 186,069 shares; 2024Q4: 186,081 shares; 2025Q1: 186,082 shares; 2025Q2: 184,729 shares; 2025Q3: 184,307 shares; 2025Q4: 183,859 shares 183,859 $20.3M 0.88% -448 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: 2,317 shares; 2024Q4: 2,317 shares; 2025Q1: 2,332 shares; 2025Q2: 24,170 shares; 2025Q3: 24,431 shares; 2025Q4: 24,514 shares 24,514 $18.5M 0.81% +83 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,598 shares; 2024Q4: 26,826 shares; 2025Q1: 28,060 shares; 2025Q2: 273,391 shares; 2025Q3: 282,766 shares; 2025Q4: 277,367 shares 277,367 $15.2M 0.66% -5,399 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: 287,852 shares; 2024Q4: 287,857 shares; 2025Q1: 291,605 shares; 2025Q2: 291,605 shares; 2025Q3: 289,069 shares; 2025Q4: 292,337 shares 292,337 $14.8M 0.65% +3,268 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: 278,069 shares; 2024Q4: 280,108 shares; 2025Q1: 277,397 shares; 2025Q2: 277,980 shares; 2025Q3: 276,772 shares; 2025Q4: 277,522 shares 277,522 $14M 0.61% +750 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: 25,335 shares; 2024Q4: 26,312 shares; 2025Q1: 29,661 shares; 2025Q2: 18,650 shares; 2025Q3: 19,706 shares; 2025Q4: 20,344 shares 20,344 $13.4M 0.59% +638 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 82,246 shares; 2025Q3: 82,905 shares; 2025Q4: 82,867 shares 82,867 $12.8M 0.56% -38 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: 203,385 shares; 2024Q4: 200,225 shares; 2025Q1: 197,010 shares; 2025Q2: 175,282 shares; 2025Q3: 176,707 shares; 2025Q4: 182,707 shares 182,707 $12.1M 0.53% +6,000 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 927 shares; 2025Q1: 1,181 shares; 2025Q2: 48,551 shares; 2025Q3: 49,690 shares; 2025Q4: 99,353 shares 99,353 $11.9M 0.52% +49,663 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT 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: 600,000 shares; 2025Q3: 600,000 shares; 2025Q4: 600,000 shares 600,000 $11.8M 0.52% 0 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: 123,582 shares; 2024Q4: 137,649 shares; 2025Q1: 161,121 shares; 2025Q2: 35,942 shares; 2025Q3: 51,473 shares; 2025Q4: 61,298 shares 61,298 $11.4M 0.5% +9,825 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,983 shares; 2025Q3: 93,663 shares; 2025Q4: 93,461 shares 93,461 $11M 0.48% -202 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: 27,307 shares; 2024Q4: 27,654 shares; 2025Q1: 31,757 shares; 2025Q2: 18,662 shares; 2025Q3: 25,755 shares; 2025Q4: 21,874 shares 21,874 $11M 0.48% -3,881 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,017 shares; 2024Q4: 93,989 shares; 2025Q1: 85,731 shares; 2025Q2: 91,073 shares; 2025Q3: 109,848 shares; 2025Q4: 210,266 shares 210,266 $10.6M 0.46% +100,418 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205,738 shares 205,738 $10.5M 0.46% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,897 shares; 2024Q4: 23,650 shares; 2025Q1: 23,882 shares; 2025Q2: 23,536 shares; 2025Q3: 23,568 shares; 2025Q4: 23,596 shares 23,596 $10.5M 0.46% +28 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164,667 shares; 2025Q3: 162,765 shares; 2025Q4: 162,435 shares 162,435 $10.4M 0.45% -330 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: 39,446 shares; 2024Q4: 41,282 shares; 2025Q1: 49,504 shares; 2025Q2: 30,780 shares; 2025Q3: 34,424 shares; 2025Q4: 33,159 shares 33,159 $10.4M 0.45% -1,265 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: 22,596 shares; 2024Q4: 26,338 shares; 2025Q1: 32,958 shares; 2025Q2: 25,632 shares; 2025Q3: 27,243 shares; 2025Q4: 29,426 shares 29,426 $10.2M 0.44% +2,183 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: 18 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 14 shares; 2025Q4: 13 shares 13 $9.81M 0.43% -1 Timeline BBAX 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: 172,280 shares; 2025Q3: 173,540 shares; 2025Q4: 173,706 shares 173,706 $9.78M 0.43% +166 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,427 shares; 2024Q4: 11,982 shares; 2025Q1: 11,993 shares; 2025Q2: 13,349 shares; 2025Q3: 33,370 shares; 2025Q4: 38,831 shares 38,831 $9.56M 0.42% +5,461 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: 23,318 shares; 2024Q4: 25,727 shares; 2025Q1: 30,882 shares; 2025Q2: 28,523 shares; 2025Q3: 29,607 shares; 2025Q4: 28,746 shares 28,746 $9.26M 0.4% -861 Timeline FLGB 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: 273,269 shares; 2025Q3: 271,481 shares; 2025Q4: 271,000 shares 271,000 $9.15M 0.4% -481 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,902 shares; 2025Q3: 29,315 shares; 2025Q4: 29,279 shares 29,279 $8.74M 0.38% -36 Timeline FLJP 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: 249,307 shares; 2025Q3: 249,742 shares; 2025Q4: 249,121 shares 249,121 $8.58M 0.37% -621 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,858 shares; 2024Q4: 98,522 shares; 2025Q1: 96,534 shares; 2025Q2: 89,111 shares; 2025Q3: 87,818 shares; 2025Q4: 88,337 shares 88,337 $8.5M 0.37% +519 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: 20,401 shares; 2024Q4: 22,390 shares; 2025Q1: 30,846 shares; 2025Q2: 67,882 shares; 2025Q3: 69,017 shares; 2025Q4: 69,406 shares 69,406 $8.35M 0.36% +389 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,105 shares; 2025Q3: 173,421 shares; 2025Q4: 171,758 shares 171,758 $8.09M 0.35% -1,663 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 5,550 shares; 2025Q1: 6,014 shares; 2025Q2: 86,590 shares; 2025Q3: 88,825 shares; 2025Q4: 175,184 shares 175,184 $7.83M 0.34% +86,359 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: 53,425 shares; 2024Q4: 56,437 shares; 2025Q1: 65,933 shares; 2025Q2: 17,997 shares; 2025Q3: 20,477 shares; 2025Q4: 24,845 shares 24,845 $7.78M 0.34% +4,368 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: 6,139 shares; 2024Q4: 8,188 shares; 2025Q1: 11,314 shares; 2025Q2: 66,314 shares; 2025Q3: 65,053 shares; 2025Q4: 65,668 shares 65,668 $7.66M 0.33% +615 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: 4,781 shares; 2024Q4: 4,904 shares; 2025Q1: 6,108 shares; 2025Q2: 4,175 shares; 2025Q3: 4,796 shares; 2025Q4: 7,017 shares 7,017 $7.54M 0.33% +2,221 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,563 shares; 2024Q4: 82,652 shares; 2025Q1: 82,071 shares; 2025Q2: 82,104 shares; 2025Q3: 99,069 shares; 2025Q4: 99,088 shares 99,088 $7.29M 0.32% +19 Timeline JMUB 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: 139,525 shares 139,525 $7.05M 0.31% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,997 shares 106,997 $7.01M 0.31% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,524 shares; 2024Q4: 27,791 shares; 2025Q1: 54,385 shares; 2025Q2: 67,117 shares; 2025Q3: 72,409 shares; 2025Q4: 67,647 shares 67,647 $6.79M 0.3% -4,762 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: 20,212 shares; 2024Q4: 23,696 shares; 2025Q1: 25,857 shares; 2025Q2: 56,422 shares; 2025Q3: 72,940 shares; 2025Q4: 88,592 shares 88,592 $6.56M 0.29% +15,652 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,471 shares; 2024Q4: 49,247 shares; 2025Q1: 46,320 shares; 2025Q2: 38,032 shares; 2025Q3: 33,950 shares; 2025Q4: 34,983 shares 34,983 $6.21M 0.27% +1,033 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,703 shares; 2025Q2: 255,921 shares; 2025Q3: 268,330 shares; 2025Q4: 266,230 shares 266,230 $6.13M 0.27% -2,100 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,963 shares; 2024Q4: 95,170 shares; 2025Q1: 95,749 shares; 2025Q2: 89,925 shares; 2025Q3: 89,431 shares; 2025Q4: 48,281 shares 48,281 $5.95M 0.26% -41,150 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,960 shares; 2025Q1: 10,858 shares; 2025Q2: 69,197 shares; 2025Q3: 68,549 shares; 2025Q4: 98,066 shares 98,066 $5.89M 0.26% +29,517 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: 4,994 shares; 2024Q4: 4,994 shares; 2025Q1: 4,994 shares; 2025Q2: 4,248 shares; 2025Q3: 18,694 shares; 2025Q4: 18,694 shares 18,694 $5.88M 0.26% 0 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,584 shares; 2025Q3: 120,904 shares; 2025Q4: 120,577 shares 120,577 $5.82M 0.25% -327 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,173 shares; 2024Q4: 10,800 shares; 2025Q1: 18,966 shares; 2025Q2: 15,890 shares; 2025Q3: 16,090 shares; 2025Q4: 16,149 shares 16,149 $5.65M 0.25% +59 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: 7,182 shares; 2024Q4: 7,771 shares; 2025Q1: 8,895 shares; 2025Q2: 18,628 shares; 2025Q3: 18,351 shares; 2025Q4: 18,628 shares 18,628 $5.52M 0.24% +277 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: 19,454 shares; 2024Q4: 22,456 shares; 2025Q1: 28,959 shares; 2025Q2: 44,647 shares; 2025Q3: 46,924 shares; 2025Q4: 48,085 shares 48,085 $5.36M 0.23% +1,161 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: 4,769 shares; 2024Q4: 5,466 shares; 2025Q1: 7,470 shares; 2025Q2: 107,726 shares; 2025Q3: 107,583 shares; 2025Q4: 107,651 shares 107,651 $5.3M 0.23% +68 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,342 shares; 2024Q4: 498,487 shares; 2025Q1: 498,519 shares; 2025Q2: 497,750 shares; 2025Q3: 498,465 shares; 2025Q4: 498,465 shares 498,465 $5.27M 0.23% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,343 shares; 2025Q3: 109,375 shares; 2025Q4: 109,300 shares 109,300 $5.12M 0.22% -75 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: 9,093 shares; 2024Q4: 10,327 shares; 2025Q1: 10,815 shares; 2025Q2: 137,383 shares; 2025Q3: 136,733 shares; 2025Q4: 185,169 shares 185,169 $5.09M 0.22% +48,436 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 5,160 shares; 2025Q1: 7,801 shares; 2025Q2: 48,923 shares; 2025Q3: 48,250 shares; 2025Q4: 48,703 shares 48,703 $4.68M 0.2% +453 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,786 shares; 2024Q4: 27,786 shares; 2025Q1: 27,444 shares; 2025Q2: 23,812 shares; 2025Q3: 23,812 shares; 2025Q4: 23,483 shares 23,483 $4.66M 0.2% -329 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: 19,525 shares; 2024Q4: 20,433 shares; 2025Q1: 27,785 shares; 2025Q2: 9,172 shares; 2025Q3: 9,883 shares; 2025Q4: 10,339 shares 10,339 $4.65M 0.2% +456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,527 shares; 2025Q3: 22,113 shares; 2025Q4: 21,982 shares 21,982 $4.64M 0.2% -131 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: 1,826 shares; 2024Q4: 2,038 shares; 2025Q1: 2,744 shares; 2025Q2: 11,736 shares; 2025Q3: 15,151 shares; 2025Q4: 14,558 shares 14,558 $4.64M 0.2% -593 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,868 shares; 2025Q3: 96,985 shares; 2025Q4: 95,372 shares 95,372 $4.5M 0.2% -1,613 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,115 shares; 2024Q4: 11,853 shares; 2025Q1: 13,883 shares; 2025Q2: 13,353 shares; 2025Q3: 13,168 shares; 2025Q4: 11,405 shares 11,405 $4.41M 0.19% -1,763 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,897 shares; 2025Q1: 3,693 shares; 2025Q2: 29,405 shares; 2025Q3: 33,087 shares; 2025Q4: 33,215 shares 33,215 $4.41M 0.19% +128 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: 6,249 shares; 2024Q4: 6,126 shares; 2025Q1: 7,838 shares; 2025Q2: 9,066 shares; 2025Q3: 10,402 shares; 2025Q4: 10,943 shares 10,943 $4.34M 0.19% +541 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: 352 shares; 2025Q1: 844 shares; 2025Q2: 3,761 shares; 2025Q3: 3,790 shares; 2025Q4: 3,946 shares 3,946 $4.22M 0.18% +156 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: 5,682 shares; 2024Q4: 5,705 shares; 2025Q1: 6,388 shares; 2025Q2: 4,816 shares; 2025Q3: 4,693 shares; 2025Q4: 44,726 shares 44,726 $4.19M 0.18% +40,033 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 892 shares; 2025Q1: 2,408 shares; 2025Q2: 6,287 shares; 2025Q3: 12,120 shares; 2025Q4: 12,266 shares 12,266 $4.13M 0.18% +146 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: 16,654 shares; 2024Q4: 16,908 shares; 2025Q1: 16,689 shares; 2025Q2: 16,314 shares; 2025Q3: 16,763 shares; 2025Q4: 18,321 shares 18,321 $4.03M 0.18% +1,558 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,773 shares; 2024Q4: 18,766 shares; 2025Q1: 18,634 shares; 2025Q2: 18,617 shares; 2025Q3: 18,612 shares; 2025Q4: 18,612 shares 18,612 $3.89M 0.17% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,602 shares; 2025Q1: 1,801 shares; 2025Q2: 25,553 shares; 2025Q3: 25,499 shares; 2025Q4: 24,795 shares 24,795 $3.84M 0.17% -704 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,713 shares; 2024Q4: 20,499 shares; 2025Q1: 17,175 shares; 2025Q2: 79,791 shares; 2025Q3: 82,445 shares; 2025Q4: 76,565 shares 76,565 $3.7M 0.16% -5,880 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: 3,830 shares; 2024Q4: 4,238 shares; 2025Q1: 6,329 shares; 2025Q2: 6,499 shares; 2025Q3: 5,969 shares; 2025Q4: 5,995 shares 5,995 $3.68M 0.16% +26 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,202 shares; 2024Q4: 12,576 shares; 2025Q1: 11,965 shares; 2025Q2: 11,517 shares; 2025Q3: 11,737 shares; 2025Q4: 11,205 shares 11,205 $3.62M 0.16% -532 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,622 shares; 2024Q4: 52,520 shares; 2025Q1: 65,045 shares; 2025Q2: 142,263 shares; 2025Q3: 142,921 shares; 2025Q4: 145,084 shares 145,084 $3.6M 0.16% +2,163 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,783 shares; 2025Q3: 91,485 shares; 2025Q4: 88,800 shares 88,800 $3.58M 0.16% -2,685 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: 42,745 shares; 2024Q4: 130,320 shares; 2025Q1: 127,822 shares; 2025Q2: 130,066 shares; 2025Q3: 130,232 shares; 2025Q4: 129,459 shares 129,459 $3.55M 0.15% -773 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,136 shares; 2025Q4: 148,136 shares 148,136 $3.55M 0.15% 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: 5,269 shares; 2024Q4: 6,101 shares; 2025Q1: 7,496 shares; 2025Q2: 44,052 shares; 2025Q3: 44,833 shares; 2025Q4: 46,436 shares 46,436 $3.43M 0.15% +1,603 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: 70,590 shares; 2024Q4: 60,446 shares; 2025Q1: 58,705 shares; 2025Q2: 57,481 shares; 2025Q3: 78,400 shares; 2025Q4: 72,750 shares 72,750 $3.41M 0.15% -5,650 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: 27,630 shares; 2024Q4: 25,696 shares; 2025Q1: 21,388 shares; 2025Q2: 31,635 shares; 2025Q3: 40,361 shares; 2025Q4: 42,632 shares 42,632 $3.4M 0.15% +2,271 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: 23,208 shares; 2024Q4: 23,815 shares; 2025Q1: 23,769 shares; 2025Q2: 23,458 shares; 2025Q3: 23,458 shares; 2025Q4: 23,458 shares 23,458 $3.31M 0.14% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,467 shares; 2025Q4: 46,119 shares 46,119 $3.3M 0.14% -4,348 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,055 shares; 2024Q4: 28,894 shares; 2025Q1: 28,666 shares; 2025Q2: 29,541 shares; 2025Q3: 29,445 shares; 2025Q4: 22,906 shares 22,906 $3.29M 0.14% -6,539 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,982 shares; 2025Q3: 32,731 shares; 2025Q4: 32,734 shares 32,734 $3.26M 0.14% +3 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,672 shares; 2024Q4: 28,737 shares; 2025Q1: 28,422 shares; 2025Q2: 29,037 shares; 2025Q3: 24,147 shares; 2025Q4: 23,186 shares 23,186 $3.23M 0.14% -961 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: 4,960 shares; 2024Q4: 5,388 shares; 2025Q1: 7,588 shares; 2025Q2: 10,375 shares; 2025Q3: 10,374 shares; 2025Q4: 10,417 shares 10,417 $3.18M 0.14% +43 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,639 shares; 2024Q4: 51,543 shares; 2025Q1: 49,608 shares; 2025Q2: 41,522 shares; 2025Q3: 43,074 shares; 2025Q4: 47,317 shares 47,317 $3.18M 0.14% +4,243 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 2,123 shares; 2025Q1: 2,232 shares; 2025Q2: not reported; 2025Q3: 661 shares; 2025Q4: 5,434 shares 5,434 $3.11M 0.14% +4,773 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,673 shares; 2025Q3: not reported; 2025Q4: 29,759 shares 29,759 $3.1M 0.14% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,978 shares; 2024Q4: 25,983 shares; 2025Q1: 28,268 shares; 2025Q2: 29,015 shares; 2025Q3: 29,292 shares; 2025Q4: 32,521 shares 32,521 $2.93M 0.13% +3,229 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: 17,606 shares; 2024Q4: 17,384 shares; 2025Q1: 23,298 shares; 2025Q2: 12,553 shares; 2025Q3: 13,615 shares; 2025Q4: 13,848 shares 13,848 $2.87M 0.13% +233 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,593 shares; 2025Q3: 46,134 shares; 2025Q4: 46,668 shares 46,668 $2.86M 0.12% +534 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,195 shares; 2025Q1: 2,784 shares; 2025Q2: 15,090 shares; 2025Q3: 15,169 shares; 2025Q4: 15,356 shares 15,356 $2.85M 0.12% +187 Timeline FUTY 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: not reported; 2025Q2: 50,219 shares; 2025Q3: 51,119 shares; 2025Q4: 51,056 shares 51,056 $2.82M 0.12% -63 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: 86,409 shares; 2024Q4: 76,422 shares; 2025Q1: 76,405 shares; 2025Q2: 74,891 shares; 2025Q3: 71,769 shares; 2025Q4: 63,037 shares 63,037 $2.8M 0.12% -8,732 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: 6,407 shares; 2024Q4: 7,703 shares; 2025Q1: 11,184 shares; 2025Q2: 16,319 shares; 2025Q3: 18,342 shares; 2025Q4: 18,342 shares 18,342 $2.8M 0.12% 0 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: 8,291 shares; 2024Q4: 8,291 shares; 2025Q1: 8,291 shares; 2025Q2: 32,423 shares; 2025Q3: 33,628 shares; 2025Q4: 33,268 shares 33,268 $2.79M 0.12% -360 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: 4,906 shares; 2024Q4: 6,120 shares; 2025Q1: 8,834 shares; 2025Q2: 16,580 shares; 2025Q3: 16,698 shares; 2025Q4: 21,656 shares 21,656 $2.66M 0.12% +4,958 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: 6,918 shares; 2024Q4: 7,310 shares; 2025Q1: 8,275 shares; 2025Q2: 7,948 shares; 2025Q3: 8,278 shares; 2025Q4: 7,635 shares 7,635 $2.63M 0.11% -643 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 2,205 shares; 2025Q1: 2,708 shares; 2025Q2: 8,516 shares; 2025Q3: 9,649 shares; 2025Q4: 10,342 shares 10,342 $2.51M 0.11% +693 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: 19,047 shares; 2024Q4: 18,791 shares; 2025Q1: 18,772 shares; 2025Q2: 18,803 shares; 2025Q3: 25,851 shares; 2025Q4: 25,807 shares 25,807 $2.48M 0.11% -44 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: 26,206 shares; 2024Q4: 25,207 shares; 2025Q1: 25,295 shares; 2025Q2: 24,890 shares; 2025Q3: 24,985 shares; 2025Q4: 24,947 shares 24,947 $2.38M 0.1% -38 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,600 shares; 2025Q4: 36,600 shares 36,600 $2.36M 0.1% +31,000 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,651 shares; 2024Q4: 30,414 shares; 2025Q1: 29,392 shares; 2025Q2: 22,016 shares; 2025Q3: 21,180 shares; 2025Q4: 18,885 shares 18,885 $2.3M 0.1% -2,295 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,549 shares; 2024Q4: 15,591 shares; 2025Q1: 15,591 shares; 2025Q2: 15,602 shares; 2025Q3: 15,612 shares; 2025Q4: 15,658 shares 15,658 $2.24M 0.1% +46 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,128 shares; 2025Q3: 29,308 shares; 2025Q4: 29,217 shares 29,217 $2.2M 0.1% -91 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: 50,809 shares; 2024Q4: 52,544 shares; 2025Q1: 52,763 shares; 2025Q2: 49,906 shares; 2025Q3: 50,615 shares; 2025Q4: 43,397 shares 43,397 $2.19M 0.1% -7,218 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: 13,612 shares; 2024Q4: 54,386 shares; 2025Q1: 54,702 shares; 2025Q2: 54,336 shares; 2025Q3: 54,383 shares; 2025Q4: 67,014 shares 67,014 $2.19M 0.1% +12,631 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,464 shares; 2024Q4: 15,472 shares; 2025Q1: 15,479 shares; 2025Q2: 15,479 shares; 2025Q3: 15,486 shares; 2025Q4: 15,466 shares 15,466 $2.18M 0.1% -20 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,690 shares; 2025Q3: 24,473 shares; 2025Q4: 24,459 shares 24,459 $2.16M 0.09% -14 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,131 shares; 2025Q3: 10,353 shares; 2025Q4: 10,350 shares 10,350 $2.15M 0.09% -3 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,210 shares; 2024Q4: 22,735 shares; 2025Q1: 21,615 shares; 2025Q2: 20,980 shares; 2025Q3: 31,221 shares; 2025Q4: 27,677 shares 27,677 $2.15M 0.09% -3,544 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: 1,824 shares; 2024Q4: 1,454 shares; 2025Q1: 1,702 shares; 2025Q2: 13,000 shares; 2025Q3: 13,115 shares; 2025Q4: 12,061 shares 12,061 $2.12M 0.09% -1,054 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,772 shares; 2025Q1: 6,431 shares; 2025Q2: 5,857 shares; 2025Q3: 6,624 shares; 2025Q4: 14,610 shares 14,610 $2.1M 0.09% +7,986 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: 3,370 shares; 2024Q4: 3,502 shares; 2025Q1: 4,335 shares; 2025Q2: 1,013 shares; 2025Q3: 1,296 shares; 2025Q4: 2,412 shares 2,412 $2.08M 0.09% +1,116 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: 29,457 shares; 2024Q4: 86,751 shares; 2025Q1: 87,273 shares; 2025Q2: 86,938 shares; 2025Q3: 79,784 shares; 2025Q4: 76,443 shares 76,443 $2.06M 0.09% -3,341 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,072 shares; 2024Q4: 14,082 shares; 2025Q1: 28,552 shares; 2025Q2: 27,969 shares; 2025Q3: 36,936 shares; 2025Q4: 40,970 shares 40,970 $2.03M 0.09% +4,034 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: 29,495 shares; 2024Q4: 24,323 shares; 2025Q1: 29,098 shares; 2025Q2: 47,532 shares; 2025Q3: 49,741 shares; 2025Q4: 49,760 shares 49,760 $2.03M 0.09% +19 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: 12,253 shares; 2024Q4: 13,102 shares; 2025Q1: 13,109 shares; 2025Q2: 20,732 shares; 2025Q3: 18,345 shares; 2025Q4: 18,901 shares 18,901 $2.02M 0.09% +556 Timeline FLLA 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: 81,998 shares; 2025Q3: 80,834 shares; 2025Q4: 80,640 shares 80,640 $1.94M 0.08% -194 Timeline TIP 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: 10,961 shares; 2024Q4: 10,783 shares; 2025Q1: 10,678 shares; 2025Q2: 16,852 shares; 2025Q3: 17,177 shares; 2025Q4: 17,444 shares 17,444 $1.92M 0.08% +267 Timeline USHY 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: 28,060 shares; 2025Q3: 63,241 shares; 2025Q4: 50,328 shares 50,328 $1.88M 0.08% -12,913 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 10,637 shares; 2025Q1: 11,214 shares; 2025Q2: 10,914 shares; 2025Q3: 10,914 shares; 2025Q4: 8,725 shares 8,725 $1.85M 0.08% -2,189 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: 19,565 shares; 2024Q4: 20,580 shares; 2025Q1: 23,971 shares; 2025Q2: 18,042 shares; 2025Q3: 18,918 shares; 2025Q4: 12,768 shares 12,768 $1.83M 0.08% -6,150 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,439 shares; 2025Q1: 1,896 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,905 shares 9,905 $1.83M 0.08% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,678 shares; 2025Q1: 4,084 shares; 2025Q2: 4,084 shares; 2025Q3: 4,084 shares; 2025Q4: 4,084 shares 4,084 $1.82M 0.08% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,964 shares; 2025Q3: 29,953 shares; 2025Q4: 29,882 shares 29,882 $1.79M 0.08% -71 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: 25,683 shares; 2024Q4: 22,281 shares; 2025Q1: 21,767 shares; 2025Q2: 21,509 shares; 2025Q3: 20,992 shares; 2025Q4: 19,121 shares 19,121 $1.74M 0.08% -1,871 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: 5,338 shares; 2024Q4: 6,239 shares; 2025Q1: 9,427 shares; 2025Q2: 8,509 shares; 2025Q3: 8,865 shares; 2025Q4: 9,473 shares 9,473 $1.74M 0.08% +608 Timeline PZA 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: 293,364 shares; 2025Q3: 262,908 shares; 2025Q4: 74,617 shares 74,617 $1.73M 0.08% -188,291 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: 10,779 shares; 2024Q4: 19,017 shares; 2025Q1: 21,705 shares; 2025Q2: 6,533 shares; 2025Q3: 7,127 shares; 2025Q4: 7,500 shares 7,500 $1.71M 0.07% +373 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,844 shares; 2025Q1: 1,941 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,781 shares 7,781 $1.71M 0.07% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,351 shares; 2025Q3: 35,349 shares; 2025Q4: 37,286 shares 37,286 $1.71M 0.07% +1,937 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,561 shares; 2025Q3: 33,048 shares; 2025Q4: 32,418 shares 32,418 $1.71M 0.07% -630 Timeline PCY 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: 76,125 shares; 2025Q3: 78,953 shares; 2025Q4: 78,498 shares 78,498 $1.7M 0.07% -455 Timeline VLUE 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: 23,343 shares; 2024Q4: 18,351 shares; 2025Q1: 17,248 shares; 2025Q2: 16,494 shares; 2025Q3: 15,707 shares; 2025Q4: 12,291 shares 12,291 $1.68M 0.07% -3,416 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: 6,360 shares; 2024Q4: 6,360 shares; 2025Q1: 6,652 shares; 2025Q2: 6,652 shares; 2025Q3: 6,652 shares; 2025Q4: 6,652 shares 6,652 $1.67M 0.07% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,148 shares; 2025Q1: 6,019 shares; 2025Q2: 5,813 shares; 2025Q3: 5,550 shares; 2025Q4: 5,436 shares 5,436 $1.64M 0.07% -114 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,838 shares; 2025Q3: 15,066 shares; 2025Q4: 15,050 shares 15,050 $1.64M 0.07% -16 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,999 shares; 2025Q3: 34,883 shares; 2025Q4: 33,977 shares 33,977 $1.63M 0.07% -906 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 357 shares; 2025Q1: 452 shares; 2025Q2: 256 shares; 2025Q3: 286 shares; 2025Q4: 289 shares 289 $1.55M 0.07% +3 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,512 shares; 2024Q4: 7,477 shares; 2025Q1: 7,317 shares; 2025Q2: 7,308 shares; 2025Q3: 7,299 shares; 2025Q4: 7,299 shares 7,299 $1.55M 0.07% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,622 shares; 2024Q4: 7,476 shares; 2025Q1: 7,558 shares; 2025Q2: 7,290 shares; 2025Q3: 7,352 shares; 2025Q4: 7,358 shares 7,358 $1.54M 0.07% +6 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,484 shares; 2025Q3: 55,792 shares; 2025Q4: 55,453 shares 55,453 $1.47M 0.06% -339 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: not reported; 2025Q1: 6,720 shares; 2025Q2: 28,109 shares; 2025Q3: 28,221 shares; 2025Q4: 28,651 shares 28,651 $1.46M 0.06% +430 Timeline SE SEA LTD More: the full row for SEA 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: 2,503 shares; 2025Q2: 10,453 shares; 2025Q3: 10,733 shares; 2025Q4: 10,797 shares 10,797 $1.38M 0.06% +64 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,483 shares; 2025Q2: 69,006 shares; 2025Q3: 68,336 shares; 2025Q4: 48,975 shares 48,975 $1.38M 0.06% -19,361 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,087 shares; 2025Q3: 12,529 shares; 2025Q4: 12,464 shares 12,464 $1.37M 0.06% -65 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: 7,112 shares; 2024Q4: 6,004 shares; 2025Q1: 8,512 shares; 2025Q2: 14,499 shares; 2025Q3: 14,762 shares; 2025Q4: 9,516 shares 9,516 $1.37M 0.06% -5,246 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,478 shares; 2025Q4: 23,504 shares 23,504 $1.36M 0.06% +26 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,126 shares; 2024Q4: 24,318 shares; 2025Q1: 24,177 shares; 2025Q2: 24,171 shares; 2025Q3: 24,601 shares; 2025Q4: 24,859 shares 24,859 $1.36M 0.06% +258 Timeline SABR SABRE CORP More: the full row for SABRE 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: 974,807 shares 974,807 $1.33M 0.06% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,464 shares; 2024Q4: 13,464 shares; 2025Q1: 13,414 shares; 2025Q2: 13,414 shares; 2025Q3: 13,414 shares; 2025Q4: 11,414 shares 11,414 $1.3M 0.06% -2,000 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: 12,760 shares; 2024Q4: 10,802 shares; 2025Q1: 10,537 shares; 2025Q2: 8,842 shares; 2025Q3: 8,842 shares; 2025Q4: 8,887 shares 8,887 $1.26M 0.05% +45 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,859 shares; 2024Q4: 20,871 shares; 2025Q1: 20,880 shares; 2025Q2: 20,526 shares; 2025Q3: 20,530 shares; 2025Q4: 20,550 shares 20,550 $1.24M 0.05% +20 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: 10,936 shares; 2024Q4: 11,470 shares; 2025Q1: 14,338 shares; 2025Q2: 2,462 shares; 2025Q3: 3,249 shares; 2025Q4: 3,473 shares 3,473 $1.22M 0.05% +224 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,751 shares; 2024Q4: 34,438 shares; 2025Q1: 33,715 shares; 2025Q2: 20,805 shares; 2025Q3: 20,844 shares; 2025Q4: 22,821 shares 22,821 $1.21M 0.05% +1,977 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: 8,686 shares; 2024Q4: 11,052 shares; 2025Q1: 10,940 shares; 2025Q2: 2,596 shares; 2025Q3: 7,291 shares; 2025Q4: 10,025 shares 10,025 $1.2M 0.05% +2,734 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,709 shares; 2024Q4: 10,709 shares; 2025Q1: 10,709 shares; 2025Q2: 10,584 shares; 2025Q3: 10,424 shares; 2025Q4: 8,924 shares 8,924 $1.17M 0.05% -1,500 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 10,803 shares; 2025Q1: 12,027 shares; 2025Q2: 7,509 shares; 2025Q3: 7,288 shares; 2025Q4: 7,214 shares 7,214 $1.17M 0.05% -74 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: 4,139 shares; 2024Q4: 4,236 shares; 2025Q1: 4,084 shares; 2025Q2: 3,896 shares; 2025Q3: 4,204 shares; 2025Q4: 3,959 shares 3,959 $1.15M 0.05% -245 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 8,175 shares; 2025Q1: 10,836 shares; 2025Q2: 10,262 shares; 2025Q3: 10,262 shares; 2025Q4: 10,262 shares 10,262 $1.12M 0.05% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 12,310 shares; 2025Q1: 12,310 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares; 2025Q4: 12,310 shares 12,310 $1.11M 0.05% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,335 shares; 2025Q1: 4,978 shares; 2025Q2: 4,381 shares; 2025Q3: 4,234 shares; 2025Q4: 3,967 shares 3,967 $1.11M 0.05% -267 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: 20,645 shares; 2024Q4: 21,743 shares; 2025Q1: 29,584 shares; 2025Q2: 11,431 shares; 2025Q3: 13,035 shares; 2025Q4: 13,873 shares 13,873 $1.07M 0.05% +838 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,653 shares; 2025Q3: 9,897 shares; 2025Q4: 10,074 shares 10,074 $1.05M 0.05% +177 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: 324 shares; 2024Q4: 330 shares; 2025Q1: 353 shares; 2025Q2: 297 shares; 2025Q3: 305 shares; 2025Q4: 310 shares 310 $1.05M 0.05% +5 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,450 shares; 2025Q4: 16,450 shares 16,450 $1.02M 0.04% 0 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: 5,725 shares; 2024Q4: 5,806 shares; 2025Q1: 7,227 shares; 2025Q2: 2,624 shares; 2025Q3: 3,388 shares; 2025Q4: 3,291 shares 3,291 $1.01M 0.04% -97 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,862 shares; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 12,472 shares 12,472 $1.01M 0.04% +4,972 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 4,822 shares; 2025Q1: 5,211 shares; 2025Q2: 3,739 shares; 2025Q3: 3,793 shares; 2025Q4: 3,898 shares 3,898 $1M 0.04% +105 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,331 shares; 2025Q1: 5,344 shares; 2025Q2: 2,232 shares; 2025Q3: 2,270 shares; 2025Q4: 2,333 shares 2,333 $995K 0.04% +63 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: 6,150 shares; 2024Q4: 6,473 shares; 2025Q1: 7,899 shares; 2025Q2: 2,456 shares; 2025Q3: 2,859 shares; 2025Q4: 1,739 shares 1,739 $993K 0.04% -1,120 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 4,753 shares; 2025Q1: 4,339 shares; 2025Q2: 3,376 shares; 2025Q3: 3,379 shares; 2025Q4: 1,583 shares 1,583 $986K 0.04% -1,796 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: 21,643 shares; 2024Q4: 16,183 shares; 2025Q1: 25,056 shares; 2025Q2: 12,872 shares; 2025Q3: 14,945 shares; 2025Q4: 11,605 shares 11,605 $948K 0.04% -3,340 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: 3,098 shares; 2024Q4: 6,435 shares; 2025Q1: 7,483 shares; 2025Q2: 4,434 shares; 2025Q3: 5,231 shares; 2025Q4: 5,018 shares 5,018 $924K 0.04% -213 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,523 shares; 2024Q4: 20,600 shares; 2025Q1: 29,182 shares; 2025Q2: 62,343 shares; 2025Q3: 61,207 shares; 2025Q4: 30,797 shares 30,797 $921K 0.04% -30,410 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,974 shares; 2025Q4: 16,685 shares 16,685 $899K 0.04% -289 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: 11,079 shares; 2024Q4: 10,658 shares; 2025Q1: 9,632 shares; 2025Q2: 8,920 shares; 2025Q3: 9,413 shares; 2025Q4: 10,071 shares 10,071 $891K 0.04% +658 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: 21,236 shares; 2024Q4: 21,586 shares; 2025Q1: 25,057 shares; 2025Q2: 20,156 shares; 2025Q3: 20,106 shares; 2025Q4: 20,090 shares 20,090 $891K 0.04% -16 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,492 shares; 2025Q4: 14,652 shares 14,652 $887K 0.04% +4,160 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,180 shares; 2025Q1: 13,759 shares; 2025Q2: 11,906 shares; 2025Q3: 12,036 shares; 2025Q4: 53,680 shares 53,680 $885K 0.04% +41,644 Timeline SHY 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: 10,313 shares; 2024Q4: 10,355 shares; 2025Q1: 10,439 shares; 2025Q2: 10,481 shares; 2025Q3: 10,518 shares; 2025Q4: 10,579 shares 10,579 $876K 0.04% +61 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,750 shares 26,750 $858K 0.04% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 5,101 shares; 2025Q1: 6,381 shares; 2025Q2: 7,190 shares; 2025Q3: 7,280 shares; 2025Q4: 2,598 shares 2,598 $858K 0.04% -4,682 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: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 9,850 shares; 2025Q4: 9,850 shares 9,850 $845K 0.04% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,335 shares; 2025Q4: 10,411 shares 10,411 $835K 0.04% +76 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: 8,569 shares; 2024Q4: 10,999 shares; 2025Q1: 15,024 shares; 2025Q2: 1,627 shares; 2025Q3: 4,016 shares; 2025Q4: 4,538 shares 4,538 $807K 0.04% +522 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,871 shares; 2025Q4: 9,871 shares 9,871 $799K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,741 shares; 2024Q4: 4,883 shares; 2025Q1: 4,846 shares; 2025Q2: 3,596 shares; 2025Q3: 2,894 shares; 2025Q4: 4,081 shares 4,081 $792K 0.03% +1,187 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,862 shares; 2024Q4: 69,960 shares; 2025Q1: 70,032 shares; 2025Q2: 69,979 shares; 2025Q3: 69,997 shares; 2025Q4: 69,897 shares 69,897 $789K 0.03% -100 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,785 shares; 2024Q4: 14,576 shares; 2025Q1: 12,947 shares; 2025Q2: 11,343 shares; 2025Q3: 11,305 shares; 2025Q4: 11,343 shares 11,343 $774K 0.03% +38 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: 9,023 shares; 2024Q4: 10,772 shares; 2025Q1: 13,552 shares; 2025Q2: 5,014 shares; 2025Q3: 6,084 shares; 2025Q4: 6,795 shares 6,795 $773K 0.03% +711 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: 17,555 shares; 2024Q4: 16,273 shares; 2025Q1: 11,856 shares; 2025Q2: 12,228 shares; 2025Q3: 12,298 shares; 2025Q4: 7,558 shares 7,558 $755K 0.03% -4,740 Timeline DFAT 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: not reported; 2025Q3: 12,569 shares; 2025Q4: 12,569 shares 12,569 $748K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,215 shares; 2025Q3: 1,213 shares; 2025Q4: 1,224 shares 1,224 $738K 0.03% +11 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 25,087 shares; 2025Q1: 25,216 shares; 2025Q2: 24,445 shares; 2025Q3: 24,570 shares; 2025Q4: 24,706 shares 24,706 $732K 0.03% +136 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: 19,544 shares; 2024Q4: 39,564 shares; 2025Q1: 39,153 shares; 2025Q2: 31,282 shares; 2025Q3: 27,564 shares; 2025Q4: 29,941 shares 29,941 $720K 0.03% +2,377 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,683 shares; 2025Q4: 29,762 shares 29,762 $716K 0.03% +79 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: 2,332 shares; 2024Q4: 2,633 shares; 2025Q1: 3,222 shares; 2025Q2: 595 shares; 2025Q3: 836 shares; 2025Q4: 814 shares 814 $716K 0.03% -22 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,942 shares; 2025Q4: 7,258 shares 7,258 $713K 0.03% +316 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: 3,147 shares; 2024Q4: 2,995 shares; 2025Q1: 4,022 shares; 2025Q2: 1,648 shares; 2025Q3: 1,951 shares; 2025Q4: 2,132 shares 2,132 $698K 0.03% +181 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,700 shares; 2025Q3: 17,423 shares; 2025Q4: 13,644 shares 13,644 $697K 0.03% -3,779 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: 7,862 shares; 2024Q4: 7,862 shares; 2025Q1: 7,762 shares; 2025Q2: 7,762 shares; 2025Q3: 7,762 shares; 2025Q4: 7,762 shares 7,762 $694K 0.03% 0 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: 5,693 shares; 2024Q4: 6,581 shares; 2025Q1: 7,852 shares; 2025Q2: 1,845 shares; 2025Q3: 1,085 shares; 2025Q4: 2,282 shares 2,282 $693K 0.03% +1,197 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: 9,807 shares; 2024Q4: 20,055 shares; 2025Q1: 24,231 shares; 2025Q2: 4,676 shares; 2025Q3: 4,545 shares; 2025Q4: 5,502 shares 5,502 $689K 0.03% +957 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,400 shares 17,400 $687K 0.03% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,431 shares; 2024Q4: 10,499 shares; 2025Q1: 9,616 shares; 2025Q2: 8,990 shares; 2025Q3: 8,340 shares; 2025Q4: 6,138 shares 6,138 $686K 0.03% -2,202 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: 13,912 shares; 2024Q4: 14,924 shares; 2025Q1: 17,250 shares; 2025Q2: 5,278 shares; 2025Q3: 5,880 shares; 2025Q4: 6,463 shares 6,463 $680K 0.03% +583 Timeline DGS 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: 12,294 shares; 2024Q4: 12,345 shares; 2025Q1: 11,922 shares; 2025Q2: 11,874 shares; 2025Q3: 11,873 shares; 2025Q4: 11,873 shares 11,873 $680K 0.03% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,523 shares; 2025Q1: 2,875 shares; 2025Q2: 1,598 shares; 2025Q3: 1,711 shares; 2025Q4: 3,449 shares 3,449 $670K 0.03% +1,738 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 5,602 shares 5,602 $670K 0.03% new 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: 2,064 shares; 2024Q4: 2,086 shares; 2025Q1: 2,095 shares; 2025Q2: 2,000 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares 2,062 $649K 0.03% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,375 shares; 2024Q4: 82,059 shares; 2025Q1: 81,639 shares; 2025Q2: 81,633 shares; 2025Q3: 99,314 shares; 2025Q4: 47,332 shares 47,332 $642K 0.03% -51,982 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,145 shares; 2025Q1: 5,483 shares; 2025Q2: 1,868 shares; 2025Q3: 2,247 shares; 2025Q4: 2,480 shares 2,480 $637K 0.03% +233 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: 6,773 shares; 2024Q4: 5,885 shares; 2025Q1: 8,201 shares; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 2,920 shares 2,920 $625K 0.03% +341 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: 6,350 shares; 2024Q4: 7,206 shares; 2025Q1: 8,526 shares; 2025Q2: 1,437 shares; 2025Q3: 2,886 shares; 2025Q4: 3,181 shares 3,181 $620K 0.03% +295 Timeline EEMS 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: 8,883 shares; 2024Q4: 8,923 shares; 2025Q1: 8,923 shares; 2025Q2: 8,935 shares; 2025Q3: 8,935 shares; 2025Q4: 8,982 shares 8,982 $606K 0.03% +47 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,815 shares; 2025Q1: 2,089 shares; 2025Q2: 772 shares; 2025Q3: 937 shares; 2025Q4: 922 shares 922 $603K 0.03% -15 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,903 shares; 2025Q1: 2,662 shares; 2025Q2: 2,783 shares; 2025Q3: 2,808 shares; 2025Q4: 3,875 shares 3,875 $601K 0.03% +1,067 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: 5,684 shares; 2025Q2: 2,911 shares; 2025Q3: 3,496 shares; 2025Q4: 4,004 shares 4,004 $587K 0.03% +508 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,974 shares; 2025Q3: 11,906 shares; 2025Q4: 11,878 shares 11,878 $585K 0.03% -28 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,452 shares; 2024Q4: 10,459 shares; 2025Q1: 11,972 shares; 2025Q2: 7,868 shares; 2025Q3: 8,754 shares; 2025Q4: 7,785 shares 7,785 $572K 0.02% -969 Timeline PGX 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: 56,602 shares; 2025Q3: 59,349 shares; 2025Q4: 50,399 shares 50,399 $566K 0.02% -8,950 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: 2,128 shares; 2024Q4: 2,568 shares; 2025Q1: 3,038 shares; 2025Q2: 1,214 shares; 2025Q3: 1,469 shares; 2025Q4: 1,603 shares 1,603 $563K 0.02% +134 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 5,435 shares; 2025Q1: 5,960 shares; 2025Q2: 2,514 shares; 2025Q3: 2,126 shares; 2025Q4: 2,094 shares 2,094 $562K 0.02% -32 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,076 shares; 2024Q4: 24,054 shares; 2025Q1: 24,705 shares; 2025Q2: 23,879 shares; 2025Q3: 23,879 shares; 2025Q4: 23,884 shares 23,884 $559K 0.02% +5 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,678 shares; 2025Q1: 2,096 shares; 2025Q2: 362 shares; 2025Q3: 459 shares; 2025Q4: 518 shares 518 $555K 0.02% +59 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 2,390 shares; 2025Q1: 2,397 shares; 2025Q2: 2,440 shares; 2025Q3: 2,908 shares; 2025Q4: 1,445 shares 1,445 $539K 0.02% -1,463 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 4,066 shares; 2025Q1: 4,516 shares; 2025Q2: 4,954 shares; 2025Q3: 5,162 shares; 2025Q4: 5,387 shares 5,387 $534K 0.02% +225 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: 12,770 shares; 2024Q4: 15,834 shares; 2025Q1: 23,345 shares; 2025Q2: 27,224 shares; 2025Q3: 27,335 shares; 2025Q4: 27,616 shares 27,616 $533K 0.02% +281 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,169 shares; 2024Q4: 46,636 shares; 2025Q1: 47,321 shares; 2025Q2: 47,205 shares; 2025Q3: 47,762 shares; 2025Q4: 48,421 shares 48,421 $532K 0.02% +659 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,643 shares; 2025Q3: 2,668 shares; 2025Q4: 2,667 shares 2,667 $528K 0.02% -1 Timeline SCHC 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: 11,642 shares; 2024Q4: 11,642 shares; 2025Q1: 11,533 shares; 2025Q2: 11,533 shares; 2025Q3: 11,533 shares; 2025Q4: 11,533 shares 11,533 $525K 0.02% 0 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: 4,996 shares; 2024Q4: 5,345 shares; 2025Q1: 7,042 shares; 2025Q2: 2,228 shares; 2025Q3: 2,626 shares; 2025Q4: 3,354 shares 3,354 $517K 0.02% +728 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,865 shares; 2025Q1: 2,336 shares; 2025Q2: 526 shares; 2025Q3: 671 shares; 2025Q4: 775 shares 775 $513K 0.02% +104 Timeline TLT 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: 5,794 shares; 2025Q3: 5,794 shares; 2025Q4: 5,794 shares 5,794 $505K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,508 shares; 2025Q4: 3,508 shares 3,508 $480K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,112 shares; 2025Q1: 11,212 shares; 2025Q2: not reported; 2025Q3: 2,302 shares; 2025Q4: 2,769 shares 2,769 $474K 0.02% +467 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 4,124 shares; 2025Q1: 5,546 shares; 2025Q2: 2,772 shares; 2025Q3: 2,122 shares; 2025Q4: 2,149 shares 2,149 $467K 0.02% +27 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: 11,157 shares; 2024Q4: 11,588 shares; 2025Q1: 13,961 shares; 2025Q2: 4,653 shares; 2025Q3: 4,895 shares; 2025Q4: 2,877 shares 2,877 $461K 0.02% -2,018 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: 9,637 shares; 2024Q4: 9,680 shares; 2025Q1: 9,722 shares; 2025Q2: 9,760 shares; 2025Q3: 9,798 shares; 2025Q4: 9,834 shares 9,834 $461K 0.02% +36 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 7,878 shares; 2025Q1: 9,311 shares; 2025Q2: 2,728 shares; 2025Q3: 3,002 shares; 2025Q4: 3,338 shares 3,338 $451K 0.02% +336 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,915 shares; 2025Q1: 4,321 shares; 2025Q2: 2,294 shares; 2025Q3: 2,153 shares; 2025Q4: 2,199 shares 2,199 $449K 0.02% +46 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 5,579 shares; 2025Q1: 7,969 shares; 2025Q2: 3,630 shares; 2025Q3: 4,086 shares; 2025Q4: 4,880 shares 4,880 $449K 0.02% +794 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: 6,187 shares; 2025Q1: 6,158 shares; 2025Q2: 3,664 shares; 2025Q3: 4,152 shares; 2025Q4: 4,457 shares 4,457 $439K 0.02% +305 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: 1,257 shares; 2024Q4: 1,260 shares; 2025Q1: 1,431 shares; 2025Q2: 1,266 shares; 2025Q3: 1,268 shares; 2025Q4: 1,272 shares 1,272 $436K 0.02% +4 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,927 shares; 2025Q1: 4,956 shares; 2025Q2: 3,434 shares; 2025Q3: 3,503 shares; 2025Q4: 3,503 shares 3,503 $435K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 4,196 shares; 2025Q1: 4,187 shares; 2025Q2: 4,037 shares; 2025Q3: 5,086 shares; 2025Q4: 10,175 shares 10,175 $434K 0.02% +5,089 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 10,827 shares; 2025Q4: 12,285 shares 12,285 $423K 0.02% +1,458 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,198 shares 12,198 $420K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,358 shares; 2025Q1: 1,630 shares; 2025Q2: 759 shares; 2025Q3: 931 shares; 2025Q4: 894 shares 894 $419K 0.02% -37 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 4,017 shares; 2025Q1: 4,394 shares; 2025Q2: 3,789 shares; 2025Q3: 3,849 shares; 2025Q4: 3,861 shares 3,861 $419K 0.02% +12 Timeline IBDV 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: 16,612 shares; 2025Q3: 16,612 shares; 2025Q4: 18,920 shares 18,920 $418K 0.02% +2,308 Timeline IBDT 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: 14,299 shares; 2025Q3: 14,299 shares; 2025Q4: 16,343 shares 16,343 $416K 0.02% +2,044 Timeline IBDS 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: 14,937 shares; 2025Q3: 14,937 shares; 2025Q4: 17,061 shares 17,061 $414K 0.02% +2,124 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,065 shares; 2025Q4: 995 shares 995 $411K 0.02% -70 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 5,389 shares; 2025Q1: 7,787 shares; 2025Q2: 2,671 shares; 2025Q3: 3,428 shares; 2025Q4: 3,506 shares 3,506 $407K 0.02% +78 Timeline SPGP 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: not reported; 2025Q3: not reported; 2025Q4: 3,480 shares 3,480 $396K 0.02% new Timeline SHE 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $396K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 2,122 shares; 2025Q1: 2,402 shares; 2025Q2: 1,508 shares; 2025Q3: 1,721 shares; 2025Q4: 1,732 shares 1,732 $392K 0.02% +11 Timeline IBDU 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: 15,604 shares; 2025Q3: 15,604 shares; 2025Q4: 16,604 shares 16,604 $389K 0.02% +1,000 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,059 shares 1,059 $381K 0.02% 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: 4,555 shares; 2024Q4: 6,113 shares; 2025Q1: 9,738 shares; 2025Q2: not reported; 2025Q3: 4,144 shares; 2025Q4: 4,329 shares 4,329 $379K 0.02% +185 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: 11,627 shares; 2024Q4: 13,765 shares; 2025Q1: 18,485 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,997 shares 3,997 $373K 0.02% new 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: 2,817 shares; 2024Q4: 18,573 shares; 2025Q1: 18,495 shares; 2025Q2: 2,878 shares; 2025Q3: 2,879 shares; 2025Q4: 2,881 shares 2,881 $372K 0.02% +2 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,518 shares; 2025Q1: 3,149 shares; 2025Q2: 1,316 shares; 2025Q3: 1,326 shares; 2025Q4: 1,350 shares 1,350 $372K 0.02% +24 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 4,226 shares; 2025Q1: 4,941 shares; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,392 shares 1,392 $369K 0.02% +292 Timeline IBDW 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: 17,387 shares; 2025Q3: 17,387 shares; 2025Q4: 17,387 shares 17,387 $368K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 806 shares; 2025Q1: 1,233 shares; 2025Q2: 260 shares; 2025Q3: 243 shares; 2025Q4: 298 shares 298 $362K 0.02% +55 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 4,418 shares; 2025Q1: 8,169 shares; 2025Q2: not reported; 2025Q3: 1,807 shares; 2025Q4: 2,101 shares 2,101 $359K 0.02% +294 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 18,036 shares; 2025Q1: 18,036 shares; 2025Q2: 18,036 shares; 2025Q3: 18,036 shares; 2025Q4: 18,036 shares 18,036 $358K 0.02% 0 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: 19,549 shares; 2024Q4: 18,938 shares; 2025Q1: 24,482 shares; 2025Q2: 4,894 shares; 2025Q3: 5,155 shares; 2025Q4: 5,098 shares 5,098 $356K 0.02% -57 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: 2,462 shares; 2024Q4: 3,028 shares; 2025Q1: 3,175 shares; 2025Q2: not reported; 2025Q3: 649 shares; 2025Q4: 956 shares 956 $354K 0.02% +307 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: 3,105 shares; 2024Q4: 16,873 shares; 2025Q1: 19,488 shares; 2025Q2: 19,770 shares; 2025Q3: 20,497 shares; 2025Q4: 6,989 shares 6,989 $350K 0.02% -13,508 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,939 shares; 2025Q1: 3,939 shares; 2025Q2: 3,939 shares; 2025Q3: 4,579 shares; 2025Q4: 4,579 shares 4,579 $349K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,036 shares; 2025Q1: 2,357 shares; 2025Q2: not reported; 2025Q3: 537 shares; 2025Q4: 663 shares 663 $346K 0.02% +126 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,873 shares 3,873 $342K 0.01% new 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: 907 shares; 2024Q4: 1,068 shares; 2025Q1: 1,191 shares; 2025Q2: 491 shares; 2025Q3: 659 shares; 2025Q4: 732 shares 732 $341K 0.01% +73 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,260 shares; 2025Q1: 2,298 shares; 2025Q2: 1,082 shares; 2025Q3: 1,291 shares; 2025Q4: 1,183 shares 1,183 $340K 0.01% -108 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,369 shares; 2025Q1: 4,055 shares; 2025Q2: 1,079 shares; 2025Q3: 1,333 shares; 2025Q4: 1,482 shares 1,482 $339K 0.01% +149 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: 3,896 shares; 2024Q4: 4,374 shares; 2025Q1: 7,523 shares; 2025Q2: 19,134 shares; 2025Q3: 3,886 shares; 2025Q4: 1,724 shares 1,724 $336K 0.01% -2,162 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,427 shares; 2025Q4: 5,089 shares 5,089 $335K 0.01% +662 Timeline CLEARSIGN TECHNOLOGIES CORP CLEARSIGN TECHNOLOGIES CORP More: the full row for CLEARSIGN TECHNOLOGIES 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: 603,149 shares; 2025Q2: 603,149 shares; 2025Q3: 603,149 shares; 2025Q4: 603,149 shares 603,149 $335K 0.01% 0 CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,603 shares; 2024Q4: 13,575 shares; 2025Q1: 13,595 shares; 2025Q2: 13,562 shares; 2025Q3: 13,562 shares; 2025Q4: 8,561 shares 8,561 $333K 0.01% -5,001 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: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 8,395 shares; 2025Q2: 8,395 shares; 2025Q3: 8,395 shares; 2025Q4: 8,395 shares 8,395 $332K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,356 shares; 2024Q4: 5,629 shares; 2025Q1: 6,319 shares; 2025Q2: 17,708 shares; 2025Q3: 18,900 shares; 2025Q4: 3,300 shares 3,300 $328K 0.01% -15,600 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,095 shares; 2025Q1: not reported; 2025Q2: 3,667 shares; 2025Q3: 3,044 shares; 2025Q4: 3,044 shares 3,044 $325K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 958 shares; 2025Q1: 1,989 shares; 2025Q2: not reported; 2025Q3: 589 shares; 2025Q4: 615 shares 615 $314K 0.01% +26 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,617 shares; 2025Q1: 1,681 shares; 2025Q2: 1,042 shares; 2025Q3: 1,043 shares; 2025Q4: 1,220 shares 1,220 $312K 0.01% +177 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: 8,467 shares; 2024Q4: 8,688 shares; 2025Q1: 10,342 shares; 2025Q2: 2,439 shares; 2025Q3: 2,725 shares; 2025Q4: 3,126 shares 3,126 $312K 0.01% +401 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: 1,057 shares; 2024Q4: 1,018 shares; 2025Q1: 1,150 shares; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 404 shares 404 $312K 0.01% +23 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,974 shares; 2025Q1: 3,765 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,908 shares 1,908 $308K 0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,294 shares; 2025Q1: 6,672 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,077 shares 1,077 $308K 0.01% new 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: 4,124 shares; 2025Q1: not reported; 2025Q2: 3,324 shares; 2025Q3: 3,183 shares; 2025Q4: 3,351 shares 3,351 $307K 0.01% +168 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,983 shares; 2025Q1: 5,672 shares; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,314 shares 1,314 $299K 0.01% +96 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,967 shares; 2025Q1: 18,689 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,266 shares 10,266 $296K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,645 shares; 2024Q4: 11,550 shares; 2025Q1: 11,641 shares; 2025Q2: 7,262 shares; 2025Q3: 7,298 shares; 2025Q4: 8,160 shares 8,160 $296K 0.01% +862 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: 6,960 shares; 2024Q4: 20,925 shares; 2025Q1: 20,704 shares; 2025Q2: 20,742 shares; 2025Q3: 20,690 shares; 2025Q4: 9,800 shares 9,800 $295K 0.01% -10,890 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 4,915 shares; 2025Q1: 5,783 shares; 2025Q2: 3,114 shares; 2025Q3: 3,500 shares; 2025Q4: 3,590 shares 3,590 $291K 0.01% +90 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: 26,005 shares; 2024Q4: 23,448 shares; 2025Q1: 27,075 shares; 2025Q2: not reported; 2025Q3: 11,569 shares; 2025Q4: 11,584 shares 11,584 $288K 0.01% +15 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 2,132 shares; 2025Q1: 2,466 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502 shares 502 $284K 0.01% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,607 shares 15,607 $278K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 6,076 shares; 2025Q1: 8,566 shares; 2025Q2: 4,228 shares; 2025Q3: 4,569 shares; 2025Q4: 4,605 shares 4,605 $276K 0.01% +36 Timeline IMSR TERRESTRIAL ENERGY INC More: the full row for TERRESTRIAL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares 45,000 $275K 0.01% new Timeline MNKD MANNKIND CORP More: the full row for MANNKIND 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: 47,600 shares; 2025Q3: 47,600 shares; 2025Q4: 47,600 shares 47,600 $270K 0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,034 shares 8,034 $267K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,550 shares 5,550 $267K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 593 shares; 2025Q1: 768 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares 303 $266K 0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,680 shares; 2024Q4: 10,931 shares; 2025Q1: 17,718 shares; 2025Q2: 9,499 shares; 2025Q3: 9,702 shares; 2025Q4: 10,237 shares 10,237 $265K 0.01% +535 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 4,013 shares; 2025Q1: 4,136 shares; 2025Q2: 1,336 shares; 2025Q3: 1,575 shares; 2025Q4: 1,632 shares 1,632 $264K 0.01% +57 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: 8,853 shares; 2024Q4: 9,517 shares; 2025Q1: 11,178 shares; 2025Q2: not reported; 2025Q3: 1,398 shares; 2025Q4: 1,719 shares 1,719 $264K 0.01% +321 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,468 shares; 2025Q4: 3,566 shares 3,566 $259K 0.01% -902 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: 3,108 shares 3,108 $258K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 5,695 shares; 2025Q1: 6,763 shares; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 2,744 shares 2,744 $257K 0.01% +403 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,502 shares; 2025Q1: 2,793 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,461 shares 3,461 $254K 0.01% new 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: not reported; 2024Q4: 12,387 shares; 2025Q1: 12,487 shares; 2025Q2: 12,216 shares; 2025Q3: 12,216 shares; 2025Q4: 12,222 shares 12,222 $253K 0.01% +6 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,011 shares; 2025Q3: 6,011 shares; 2025Q4: 6,011 shares 6,011 $253K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,697 shares; 2025Q1: 2,874 shares; 2025Q2: not reported; 2025Q3: 855 shares; 2025Q4: 1,040 shares 1,040 $253K 0.01% +185 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,094 shares; 2025Q1: 17,373 shares; 2025Q2: 8,330 shares; 2025Q3: 9,058 shares; 2025Q4: 9,860 shares 9,860 $252K 0.01% +802 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: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,411 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,214 shares 1,214 $250K 0.01% -2 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 4,274 shares; 2025Q1: 3,924 shares; 2025Q2: 3,319 shares; 2025Q3: 3,219 shares; 2025Q4: 3,219 shares 3,219 $250K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 5,108 shares; 2025Q1: 6,680 shares; 2025Q2: 2,567 shares; 2025Q3: 2,536 shares; 2025Q4: 2,867 shares 2,867 $250K 0.01% +331 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 701 shares; 2025Q1: 1,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,631 shares 1,631 $248K 0.01% new 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: 13,334 shares; 2024Q4: 10,027 shares; 2025Q1: 10,027 shares; 2025Q2: 9,774 shares; 2025Q3: 9,375 shares; 2025Q4: 9,375 shares 9,375 $246K 0.01% 0 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: 8,724 shares; 2024Q4: 10,583 shares; 2025Q1: 12,844 shares; 2025Q2: 7,821 shares; 2025Q3: 9,236 shares; 2025Q4: 4,202 shares 4,202 $245K 0.01% -5,034 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: not reported; 2024Q4: not reported; 2025Q1: 2,371 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 996 shares 996 $244K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 10,433 shares; 2025Q1: 11,531 shares; 2025Q2: not reported; 2025Q3: 3,318 shares; 2025Q4: 4,203 shares 4,203 $242K 0.01% +885 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,385 shares; 2025Q2: 616 shares; 2025Q3: 652 shares; 2025Q4: 731 shares 731 $237K 0.01% +79 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest 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: 4,400 shares 4,400 $235K 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 668 shares; 2025Q2: not reported; 2025Q3: 354 shares; 2025Q4: 424 shares 424 $234K 0.01% +70 Timeline INSE INSPIRED ENTMT INC More: the full row for INSPIRED ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,117 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $234K 0.01% 0 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: 3,026 shares; 2024Q4: 3,309 shares; 2025Q1: 3,962 shares; 2025Q2: not reported; 2025Q3: 1,132 shares; 2025Q4: 1,146 shares 1,146 $233K 0.01% +14 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,587 shares; 2025Q1: 10,724 shares; 2025Q2: 15,053 shares; 2025Q3: 16,118 shares; 2025Q4: 16,118 shares 16,118 $232K 0.01% 0 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares 3,066 $231K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,845 shares; 2025Q1: 2,287 shares; 2025Q2: not reported; 2025Q3: 714 shares; 2025Q4: 817 shares 817 $228K 0.01% +103 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: 4,190 shares; 2024Q4: 4,257 shares; 2025Q1: 5,732 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,642 shares 1,642 $226K 0.01% new 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: 2,471 shares; 2024Q4: 2,570 shares; 2025Q1: 3,418 shares; 2025Q2: 742 shares; 2025Q3: not reported; 2025Q4: 390 shares 390 $226K 0.01% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,468 shares; 2025Q1: 4,718 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,280 shares 3,280 $225K 0.01% -2 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,736 shares 3,736 $225K 0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,831 shares 2,831 $224K 0.01% new 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: 4,134 shares; 2024Q4: 8,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,751 shares; 2025Q4: 7,807 shares 7,807 $222K 0.01% +56 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 278 shares; 2025Q1: 499 shares; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 166 shares 166 $221K 0.01% +7 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,157 shares; 2025Q4: 4,157 shares 4,157 $219K 0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,355 shares 2,355 $219K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 5,055 shares; 2025Q1: 4,052 shares; 2025Q2: 2,917 shares; 2025Q3: 3,488 shares; 2025Q4: 2,967 shares 2,967 $219K 0.01% -521 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: 5,193 shares; 2024Q4: 5,287 shares; 2025Q1: 6,428 shares; 2025Q2: 986 shares; 2025Q3: not reported; 2025Q4: 1,260 shares 1,260 $219K 0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,649 shares; 2025Q1: 1,951 shares; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 907 shares 907 $218K 0.01% +25 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,162 shares; 2024Q4: not reported; 2025Q1: 13,446 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,913 shares 5,913 $218K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,377 shares; 2025Q1: 2,483 shares; 2025Q2: not reported; 2025Q3: 976 shares; 2025Q4: 1,010 shares 1,010 $217K 0.01% +34 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,041 shares; 2025Q1: 1,623 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares 380 $217K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,058 shares 2,058 $216K 0.01% +18 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 666 shares; 2025Q1: 1,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares 263 $216K 0.01% new Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest 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: 21,500 shares; 2025Q4: 21,500 shares 21,500 $215K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: 369 shares 369 $214K 0.01% -9 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: 4,470 shares; 2025Q4: 4,470 shares 4,470 $214K 0.01% 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: 8,459 shares; 2024Q4: 12,607 shares; 2025Q1: 11,080 shares; 2025Q2: 8,174 shares; 2025Q3: 6,238 shares; 2025Q4: 6,384 shares 6,384 $209K 0.01% +146 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,813 shares; 2025Q4: 4,912 shares 4,912 $206K 0.01% +99 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 11,347 shares; 2025Q1: 10,568 shares; 2025Q2: 8,451 shares; 2025Q3: 9,311 shares; 2025Q4: 2,574 shares 2,574 $205K 0.01% -6,737 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,993 shares 1,993 $204K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,116 shares; 2024Q4: 7,072 shares; 2025Q1: 11,117 shares; 2025Q2: 3,513 shares; 2025Q3: 2,901 shares; 2025Q4: 2,581 shares 2,581 $204K 0.01% -320 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,609 shares 1,609 $204K 0.01% new Timeline NAMS NEWAMSTERDAM PHARMA COMPANY More: the full row for NEWAMSTERDAM PHARMA COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,763 shares 5,763 $202K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,189 shares; 2024Q4: 15,205 shares; 2025Q1: 26,357 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,200 shares 10,200 $162K 0.01% new Timeline AUID AUTHID INC More: the full row for AUTHID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,302 shares; 2024Q4: 173,302 shares; 2025Q1: 173,302 shares; 2025Q2: 173,302 shares; 2025Q3: 173,302 shares; 2025Q4: 173,302 shares 173,302 $152K 0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,771 shares; 2025Q1: 10,771 shares; 2025Q2: 10,771 shares; 2025Q3: 10,771 shares; 2025Q4: 10,771 shares 10,771 $116K 0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 19,363 shares; 2025Q1: 20,482 shares; 2025Q2: 13,194 shares; 2025Q3: 13,194 shares; 2025Q4: 13,194 shares 13,194 $96.4K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,734 shares; 2024Q4: 13,144 shares; 2025Q1: 14,872 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,309 shares 10,309 $75.5K <0.01% new Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $75.4K <0.01% 0 Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,737 shares; 2025Q3: 10,737 shares; 2025Q4: 10,737 shares 10,737 $68.1K <0.01% 0 Timeline NXGL NEXGEL INC More: the full row for NEXGEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,715 shares; 2024Q4: 35,715 shares; 2025Q1: 35,715 shares; 2025Q2: 35,715 shares; 2025Q3: 35,715 shares; 2025Q4: 35,715 shares 35,715 $57.5K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,687 shares; 2025Q1: 12,949 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,253 shares 10,253 $54.3K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,358 shares; 2024Q4: 18,516 shares; 2025Q1: 18,236 shares; 2025Q2: 16,613 shares; 2025Q3: 16,613 shares; 2025Q4: 16,613 shares 16,613 $32.7K <0.01% 0 Timeline