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: 391,646 shares; 2024Q4: 401,574 shares; 2025Q1: 420,791 shares; 2025Q2: 448,072 shares; 2025Q3: 453,593 shares; 2025Q4: 496,987 shares 496,987 $28.2M 5.08% +43,394 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: 489,771 shares; 2024Q4: 490,133 shares; 2025Q1: 521,620 shares; 2025Q2: 497,839 shares; 2025Q3: 508,568 shares; 2025Q4: 544,898 shares 544,898 $27.6M 4.96% +36,330 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: 179,990 shares; 2024Q4: 699,095 shares; 2025Q1: 691,175 shares; 2025Q2: 754,621 shares; 2025Q3: 720,297 shares; 2025Q4: 729,456 shares 729,456 $23.8M 4.28% +9,159 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: 91,338 shares; 2024Q4: 92,577 shares; 2025Q1: 90,167 shares; 2025Q2: 90,824 shares; 2025Q3: 87,733 shares; 2025Q4: 85,727 shares 85,727 $23.3M 4.19% -2,006 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: 197,353 shares; 2024Q4: 199,338 shares; 2025Q1: 202,311 shares; 2025Q2: 206,758 shares; 2025Q3: 203,536 shares; 2025Q4: 201,021 shares 201,021 $20.6M 3.71% -2,515 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: 19,464 shares; 2024Q4: 18,965 shares; 2025Q1: 18,384 shares; 2025Q2: 18,310 shares; 2025Q3: 17,882 shares; 2025Q4: 16,714 shares 16,714 $18M 3.23% -1,168 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: 149,605 shares; 2024Q4: 158,785 shares; 2025Q1: 169,723 shares; 2025Q2: 179,455 shares; 2025Q3: 176,481 shares; 2025Q4: 186,556 shares 186,556 $16.7M 3% +10,075 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: 200,020 shares; 2024Q4: 200,616 shares; 2025Q1: 199,044 shares; 2025Q2: 199,519 shares; 2025Q3: 194,631 shares; 2025Q4: 189,742 shares 189,742 $15.2M 2.74% -4,889 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,368 shares; 2024Q4: 91,273 shares; 2025Q1: 104,690 shares; 2025Q2: 109,592 shares; 2025Q3: 125,543 shares; 2025Q4: 139,737 shares 139,737 $13.4M 2.42% +14,194 Timeline JSCP 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: 130,874 shares; 2024Q4: 194,566 shares; 2025Q1: 215,090 shares; 2025Q2: 226,657 shares; 2025Q3: 243,153 shares; 2025Q4: 271,185 shares 271,185 $12.9M 2.32% +28,032 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: 37,028 shares; 2024Q4: 36,425 shares; 2025Q1: 35,823 shares; 2025Q2: 38,162 shares; 2025Q3: 36,324 shares; 2025Q4: 71,905 shares 71,905 $10.4M 1.86% +35,581 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,284 shares; 2024Q4: 169,857 shares; 2025Q1: 163,823 shares; 2025Q2: 163,782 shares; 2025Q3: 151,895 shares; 2025Q4: 150,577 shares 150,577 $9.16M 1.65% -1,318 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: 26,699 shares; 2024Q4: 27,982 shares; 2025Q1: 27,987 shares; 2025Q2: 27,623 shares; 2025Q3: 26,592 shares; 2025Q4: 26,622 shares 26,622 $8.58M 1.54% +30 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: 32,085 shares; 2024Q4: 33,377 shares; 2025Q1: 34,409 shares; 2025Q2: 34,990 shares; 2025Q3: 34,402 shares; 2025Q4: 35,139 shares 35,139 $8.11M 1.46% +737 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: 81,956 shares; 2024Q4: 75,209 shares; 2025Q1: 66,433 shares; 2025Q2: 66,027 shares; 2025Q3: 65,004 shares; 2025Q4: 67,185 shares 67,185 $8.07M 1.45% +2,181 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: 14,865 shares; 2024Q4: 14,480 shares; 2025Q1: 13,237 shares; 2025Q2: 12,824 shares; 2025Q3: 12,024 shares; 2025Q4: 12,071 shares 12,071 $7.97M 1.43% +47 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,368 shares; 2024Q4: 119,317 shares; 2025Q1: 151,858 shares; 2025Q2: 148,741 shares; 2025Q3: 155,710 shares; 2025Q4: 169,510 shares 169,510 $7.85M 1.41% +13,800 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: 36,592 shares; 2024Q4: 33,517 shares; 2025Q1: 31,760 shares; 2025Q2: 45,599 shares; 2025Q3: 42,586 shares; 2025Q4: 41,087 shares 41,087 $7.66M 1.38% -1,499 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: 44,579 shares; 2024Q4: 43,750 shares; 2025Q1: 42,621 shares; 2025Q2: 42,627 shares; 2025Q3: 42,181 shares; 2025Q4: 42,031 shares 42,031 $7.46M 1.34% -150 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: 31,835 shares; 2024Q4: 32,861 shares; 2025Q1: 33,843 shares; 2025Q2: 33,843 shares; 2025Q3: 33,377 shares; 2025Q4: 33,291 shares 33,291 $7.32M 1.32% -86 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: 27,140 shares; 2024Q4: 27,017 shares; 2025Q1: 26,206 shares; 2025Q2: 26,858 shares; 2025Q3: 26,069 shares; 2025Q4: 23,011 shares 23,011 $7.22M 1.3% -3,058 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,064 shares; 2024Q4: 164,471 shares; 2025Q1: 160,073 shares; 2025Q2: 160,001 shares; 2025Q3: 148,778 shares; 2025Q4: 147,060 shares 147,060 $7.17M 1.29% -1,718 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,052 shares; 2024Q4: 98,338 shares; 2025Q1: 98,829 shares; 2025Q2: 98,689 shares; 2025Q3: 95,588 shares; 2025Q4: 92,072 shares 92,072 $7.08M 1.27% -3,516 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: 23,032 shares; 2024Q4: 22,966 shares; 2025Q1: 23,337 shares; 2025Q2: 23,337 shares; 2025Q3: 22,700 shares; 2025Q4: 22,692 shares 22,692 $6.86M 1.23% -8 Timeline FV 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: 117,437 shares; 2024Q4: 114,926 shares; 2025Q1: 112,252 shares; 2025Q2: 112,235 shares; 2025Q3: 108,560 shares; 2025Q4: 107,451 shares 107,451 $6.76M 1.22% -1,109 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: 16,147 shares; 2024Q4: 15,399 shares; 2025Q1: 15,976 shares; 2025Q2: 10,768 shares; 2025Q3: 10,760 shares; 2025Q4: 13,787 shares 13,787 $6.67M 1.2% +3,027 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,166 shares; 2025Q3: 30,898 shares; 2025Q4: 31,207 shares 31,207 $6.61M 1.19% +309 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,774 shares; 2024Q4: 74,725 shares; 2025Q1: 100,444 shares; 2025Q2: 42,274 shares; 2025Q3: 54,281 shares; 2025Q4: 60,482 shares 60,482 $6.17M 1.11% +6,201 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: 13,737 shares; 2024Q4: 14,976 shares; 2025Q1: 15,166 shares; 2025Q2: 14,166 shares; 2025Q3: 22,566 shares; 2025Q4: 20,467 shares 20,467 $6.06M 1.09% -2,099 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: 94,537 shares; 2024Q4: 102,812 shares; 2025Q1: 111,863 shares; 2025Q2: 115,407 shares; 2025Q3: 111,881 shares; 2025Q4: 112,370 shares 112,370 $6.04M 1.09% +489 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: 21,317 shares; 2024Q4: 22,885 shares; 2025Q1: 22,437 shares; 2025Q2: 22,915 shares; 2025Q3: 21,582 shares; 2025Q4: 18,904 shares 18,904 $5.92M 1.06% -2,678 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,830 shares; 2024Q4: 182,553 shares; 2025Q1: 202,172 shares; 2025Q2: 207,155 shares; 2025Q3: 281,728 shares; 2025Q4: 313,143 shares 313,143 $5.64M 1.01% +31,415 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,774 shares; 2025Q1: 9,615 shares; 2025Q2: 10,212 shares; 2025Q3: 9,385 shares; 2025Q4: 9,152 shares 9,152 $5.62M 1.01% -233 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: 54,379 shares; 2024Q4: 68,907 shares; 2025Q1: 59,022 shares; 2025Q2: 87,990 shares; 2025Q3: 87,598 shares; 2025Q4: 93,741 shares 93,741 $4.78M 0.86% +6,143 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,637 shares; 2024Q4: 36,252 shares; 2025Q1: 42,085 shares; 2025Q2: 41,501 shares; 2025Q3: 41,965 shares; 2025Q4: 45,001 shares 45,001 $4.52M 0.81% +3,036 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,393 shares; 2024Q4: 34,338 shares; 2025Q1: 33,548 shares; 2025Q2: 33,647 shares; 2025Q3: 33,259 shares; 2025Q4: 32,016 shares 32,016 $4.24M 0.76% -1,243 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,844 shares; 2024Q4: 44,844 shares; 2025Q1: 44,844 shares; 2025Q2: 45,222 shares; 2025Q3: 58,249 shares; 2025Q4: 63,130 shares 63,130 $4.2M 0.76% +4,881 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,926 shares; 2024Q4: 37,315 shares; 2025Q1: 42,510 shares; 2025Q2: 42,926 shares; 2025Q3: 41,231 shares; 2025Q4: 43,064 shares 43,064 $4.13M 0.74% +1,833 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 11,065 shares; 2025Q1: 11,146 shares; 2025Q2: 13,234 shares; 2025Q3: 13,344 shares; 2025Q4: 43,982 shares 43,982 $3.82M 0.69% +30,638 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: 26,349 shares; 2024Q4: 25,712 shares; 2025Q1: 26,907 shares; 2025Q2: 26,906 shares; 2025Q3: 26,487 shares; 2025Q4: 26,274 shares 26,274 $3.77M 0.68% -213 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: 34,689 shares; 2024Q4: 33,444 shares; 2025Q1: 30,633 shares; 2025Q2: 32,583 shares; 2025Q3: 29,010 shares; 2025Q4: 31,086 shares 31,086 $3.32M 0.6% +2,076 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: 83,621 shares; 2024Q4: 85,727 shares; 2025Q1: 82,668 shares; 2025Q2: 79,708 shares; 2025Q3: 73,793 shares; 2025Q4: 73,878 shares 73,878 $3.28M 0.59% +85 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: 25,458 shares; 2024Q4: 25,176 shares; 2025Q1: 25,063 shares; 2025Q2: 25,063 shares; 2025Q3: 24,601 shares; 2025Q4: 24,505 shares 24,505 $3.25M 0.58% -96 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: 10,112 shares; 2024Q4: 6,597 shares; 2025Q1: 7,315 shares; 2025Q2: 7,273 shares; 2025Q3: 7,229 shares; 2025Q4: 7,203 shares 7,203 $3.24M 0.58% -26 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,105 shares; 2024Q4: 49,776 shares; 2025Q1: 55,970 shares; 2025Q2: 57,947 shares; 2025Q3: 65,743 shares; 2025Q4: 56,263 shares 56,263 $3.22M 0.58% -9,480 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,533 shares; 2024Q4: 41,289 shares; 2025Q1: 42,018 shares; 2025Q2: 42,018 shares; 2025Q3: 41,951 shares; 2025Q4: 41,866 shares 41,866 $3.17M 0.57% -85 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,291 shares; 2024Q4: 40,485 shares; 2025Q1: 39,953 shares; 2025Q2: 39,953 shares; 2025Q3: 39,525 shares; 2025Q4: 39,460 shares 39,460 $3.17M 0.57% -65 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: 8,296 shares; 2024Q4: 8,507 shares; 2025Q1: 8,649 shares; 2025Q2: 8,790 shares; 2025Q3: 8,862 shares; 2025Q4: 8,927 shares 8,927 $2.99M 0.54% +65 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,534 shares; 2025Q1: 2,632 shares; 2025Q2: 4,340 shares; 2025Q3: 4,353 shares; 2025Q4: 4,333 shares 4,333 $2.96M 0.53% -20 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: 4,556 shares; 2024Q4: 4,610 shares; 2025Q1: 4,598 shares; 2025Q2: 4,621 shares; 2025Q3: 4,628 shares; 2025Q4: 4,641 shares 4,641 $2.91M 0.52% +13 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: 11,218 shares; 2024Q4: 11,355 shares; 2025Q1: 11,119 shares; 2025Q2: 11,154 shares; 2025Q3: 11,094 shares; 2025Q4: 11,124 shares 11,124 $2.87M 0.52% +30 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: 8,527 shares; 2024Q4: 8,527 shares; 2025Q1: 8,427 shares; 2025Q2: 8,427 shares; 2025Q3: 8,355 shares; 2025Q4: 8,065 shares 8,065 $2.83M 0.51% -290 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,080 shares; 2024Q4: 59,900 shares; 2025Q1: 58,273 shares; 2025Q2: 60,639 shares; 2025Q3: 57,921 shares; 2025Q4: 58,671 shares 58,671 $2.75M 0.49% +750 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: 5,260 shares; 2024Q4: 5,467 shares; 2025Q1: 5,520 shares; 2025Q2: 5,409 shares; 2025Q3: 5,423 shares; 2025Q4: 5,399 shares 5,399 $2.71M 0.49% -24 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,394 shares; 2024Q4: 22,623 shares; 2025Q1: 14,930 shares; 2025Q2: 24,543 shares; 2025Q3: 36,762 shares; 2025Q4: 29,602 shares 29,602 $2.71M 0.49% -7,160 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,111 shares; 2024Q4: 38,447 shares; 2025Q1: 37,725 shares; 2025Q2: 37,600 shares; 2025Q3: 37,226 shares; 2025Q4: 37,033 shares 37,033 $2.68M 0.48% -193 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,823 shares 35,823 $2.34M 0.42% new 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: 5,219 shares; 2024Q4: 5,478 shares; 2025Q1: 5,571 shares; 2025Q2: 6,402 shares; 2025Q3: 12,637 shares; 2025Q4: 15,134 shares 15,134 $2.31M 0.41% +2,497 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,608 shares; 2024Q4: 12,483 shares; 2025Q1: 11,871 shares; 2025Q2: 11,757 shares; 2025Q3: 12,080 shares; 2025Q4: 12,021 shares 12,021 $2.18M 0.39% -59 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: 10,870 shares; 2024Q4: 10,870 shares; 2025Q1: 5,270 shares; 2025Q2: 4,592 shares; 2025Q3: 4,609 shares; 2025Q4: 6,060 shares 6,060 $2.1M 0.38% +1,451 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,709 shares; 2025Q1: 2,709 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 13,545 shares 13,545 $2.07M 0.37% +10,836 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: 6,680 shares; 2024Q4: 6,672 shares; 2025Q1: 6,728 shares; 2025Q2: 6,763 shares; 2025Q3: 6,726 shares; 2025Q4: 6,658 shares 6,658 $2.03M 0.37% -68 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: 40,135 shares; 2024Q4: 36,610 shares; 2025Q1: 36,320 shares; 2025Q2: 36,320 shares; 2025Q3: 36,320 shares; 2025Q4: 35,085 shares 35,085 $1.93M 0.35% -1,235 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,505 shares; 2024Q4: 12,505 shares; 2025Q1: 12,208 shares; 2025Q2: 12,208 shares; 2025Q3: 12,208 shares; 2025Q4: 12,208 shares 12,208 $1.89M 0.34% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,406 shares; 2024Q4: 21,331 shares; 2025Q1: 21,031 shares; 2025Q2: 21,031 shares; 2025Q3: 20,831 shares; 2025Q4: 20,831 shares 20,831 $1.86M 0.33% 0 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: 4,251 shares; 2024Q4: 4,092 shares; 2025Q1: 4,069 shares; 2025Q2: 3,946 shares; 2025Q3: 3,764 shares; 2025Q4: 3,775 shares 3,775 $1.84M 0.33% +11 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 2,130 shares; 2025Q4: 2,110 shares 2,110 $1.82M 0.33% -20 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: 74,320 shares; 2024Q4: 60,237 shares; 2025Q1: 44,107 shares; 2025Q2: 43,476 shares; 2025Q3: 42,981 shares; 2025Q4: 41,330 shares 41,330 $1.68M 0.3% -1,651 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 9,087 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,150 shares 7,150 $1.67M 0.3% -250 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: 2,365 shares; 2024Q4: 2,462 shares; 2025Q1: 2,324 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares 2,324 $1.59M 0.29% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.59M 0.29% 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: 8,591 shares; 2024Q4: 8,591 shares; 2025Q1: 7,841 shares; 2025Q2: 7,841 shares; 2025Q3: 7,795 shares; 2025Q4: 7,631 shares 7,631 $1.55M 0.28% -164 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: 6,417 shares; 2024Q4: 6,503 shares; 2025Q1: 6,475 shares; 2025Q2: 6,475 shares; 2025Q3: 6,725 shares; 2025Q4: 6,725 shares 6,725 $1.54M 0.28% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,251 shares; 2024Q4: 18,106 shares; 2025Q1: 18,384 shares; 2025Q2: 18,569 shares; 2025Q3: 18,707 shares; 2025Q4: 18,823 shares 18,823 $1.38M 0.25% +116 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: 15,157 shares; 2024Q4: 18,857 shares; 2025Q1: 18,857 shares; 2025Q2: 17,170 shares; 2025Q3: 17,170 shares; 2025Q4: 17,170 shares 17,170 $1.32M 0.24% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 15,751 shares; 2025Q1: 16,192 shares; 2025Q2: 16,192 shares; 2025Q3: 15,737 shares; 2025Q4: 20,724 shares 20,724 $1.24M 0.22% +4,987 Timeline SSO 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: 10,408 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 12,314 shares; 2025Q3: 11,709 shares; 2025Q4: 21,245 shares 21,245 $1.23M 0.22% +9,536 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: 6,668 shares; 2024Q4: 6,918 shares; 2025Q1: 7,015 shares; 2025Q2: 7,015 shares; 2025Q3: 7,015 shares; 2025Q4: 7,015 shares 7,015 $1.2M 0.22% 0 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: 4,635 shares; 2024Q4: 4,635 shares; 2025Q1: 4,585 shares; 2025Q2: 3,112 shares; 2025Q3: 3,065 shares; 2025Q4: 3,017 shares 3,017 $1.2M 0.22% -48 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares 1,736 $1.17M 0.21% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 5,287 shares; 2025Q1: 4,914 shares; 2025Q2: 3,784 shares; 2025Q3: 2,374 shares; 2025Q4: 6,399 shares 6,399 $1.14M 0.2% +4,025 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: 30,681 shares; 2024Q4: 41,088 shares; 2025Q1: 42,603 shares; 2025Q2: 43,486 shares; 2025Q3: 43,486 shares; 2025Q4: 43,486 shares 43,486 $1.08M 0.19% 0 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: 3,126 shares; 2024Q4: 2,858 shares; 2025Q1: 2,813 shares; 2025Q2: 2,800 shares; 2025Q3: 2,760 shares; 2025Q4: 2,736 shares 2,736 $1.06M 0.19% -24 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 479 shares; 2025Q1: 1,422 shares; 2025Q2: 2,422 shares; 2025Q3: 1,535 shares; 2025Q4: 2,048 shares 2,048 $991K 0.18% +513 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: 748 shares; 2024Q4: 1,460 shares; 2025Q1: 2,660 shares; 2025Q2: 2,860 shares; 2025Q3: 3,650 shares; 2025Q4: 5,350 shares 5,350 $985K 0.18% +1,700 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $970K 0.17% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 1,267 shares; 2025Q4: 2,064 shares 2,064 $968K 0.17% +797 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $919K 0.17% 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: 12,986 shares; 2024Q4: 12,888 shares; 2025Q1: 12,851 shares; 2025Q2: 12,976 shares; 2025Q3: 12,976 shares; 2025Q4: 12,895 shares 12,895 $902K 0.16% -81 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,450 shares; 2025Q4: 5,225 shares 5,225 $894K 0.16% -1,225 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,961 shares 17,961 $892K 0.16% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares 3,820 $853K 0.15% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 2,883 shares; 2025Q4: 2,763 shares 2,763 $851K 0.15% -120 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: 6,914 shares; 2024Q4: 3,916 shares; 2025Q1: 5,218 shares; 2025Q2: 6,422 shares; 2025Q3: 6,925 shares; 2025Q4: 2,927 shares 2,927 $835K 0.15% -3,998 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,719 shares; 2025Q3: 3,140 shares; 2025Q4: 10,141 shares 10,141 $829K 0.15% +7,001 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: 10,578 shares; 2024Q4: 10,593 shares; 2025Q1: 10,413 shares; 2025Q2: 10,404 shares; 2025Q3: 10,186 shares; 2025Q4: 10,186 shares 10,186 $812K 0.15% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 9,515 shares; 2025Q1: 8,746 shares; 2025Q2: 7,743 shares; 2025Q3: 7,127 shares; 2025Q4: 7,047 shares 7,047 $795K 0.14% -80 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 8,485 shares; 2025Q1: 8,485 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares; 2025Q4: 8,398 shares 8,398 $791K 0.14% -87 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,721 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares 2,721 $789K 0.14% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,523 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares 2,523 $783K 0.14% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,224 shares; 2024Q4: 16,707 shares; 2025Q1: 15,086 shares; 2025Q2: 15,086 shares; 2025Q3: 14,943 shares; 2025Q4: 14,735 shares 14,735 $779K 0.14% -208 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: 7,892 shares; 2024Q4: 7,500 shares; 2025Q1: 7,049 shares; 2025Q2: 7,324 shares; 2025Q3: 7,267 shares; 2025Q4: 7,482 shares 7,482 $779K 0.14% +215 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: 3,821 shares; 2024Q4: 4,195 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares 4,195 $769K 0.14% 0 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: 6,595 shares; 2024Q4: 6,443 shares; 2025Q1: 6,437 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,104 shares 6,104 $752K 0.14% -170 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: 2,644 shares; 2024Q4: 2,513 shares; 2025Q1: 2,355 shares; 2025Q2: 2,314 shares; 2025Q3: 2,269 shares; 2025Q4: 2,233 shares 2,233 $721K 0.13% -36 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: 7,818 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 8,386 shares 8,386 $695K 0.12% +856 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: 3,064 shares; 2024Q4: 3,064 shares; 2025Q1: 3,531 shares; 2025Q2: 3,427 shares; 2025Q3: 3,427 shares; 2025Q4: 3,329 shares 3,329 $689K 0.12% -98 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,736 shares; 2025Q4: 2,736 shares 2,736 $673K 0.12% 0 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: 8,442 shares; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 7,348 shares; 2025Q3: 6,679 shares; 2025Q4: 6,646 shares 6,646 $638K 0.11% -33 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,661 shares; 2025Q1: 5,661 shares; 2025Q2: 5,661 shares; 2025Q3: 5,661 shares; 2025Q4: 5,661 shares 5,661 $624K 0.11% 0 Timeline IYY 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: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares; 2025Q4: 3,730 shares 3,730 $618K 0.11% -160 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: 4,507 shares; 2024Q4: 4,507 shares; 2025Q1: 4,369 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares; 2025Q4: 4,334 shares 4,334 $612K 0.11% -35 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: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,064 shares 1,064 $609K 0.11% -37 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 2,705 shares 2,705 $608K 0.11% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 1,000 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares 1,002 $606K 0.11% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,536 shares; 2025Q1: 1,339 shares; 2025Q2: 1,415 shares; 2025Q3: 1,316 shares; 2025Q4: 1,249 shares 1,249 $600K 0.11% -67 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: 1,893 shares; 2024Q4: 1,835 shares; 2025Q1: 1,830 shares; 2025Q2: 1,828 shares; 2025Q3: 1,775 shares; 2025Q4: 1,745 shares 1,745 $598K 0.11% -30 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: 3,556 shares; 2024Q4: 4,056 shares; 2025Q1: 4,865 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,865 shares 4,865 $586K 0.11% -90 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,795 shares; 2024Q4: 11,795 shares; 2025Q1: 11,795 shares; 2025Q2: 11,795 shares; 2025Q3: 11,795 shares; 2025Q4: 11,795 shares 11,795 $583K 0.1% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 4,946 shares; 2025Q1: 4,589 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares 4,589 $569K 0.1% 0 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: 7,889 shares; 2024Q4: 23,505 shares; 2025Q1: 21,798 shares; 2025Q2: 21,798 shares; 2025Q3: 19,104 shares; 2025Q4: 18,744 shares 18,744 $555K 0.1% -360 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: 5,522 shares; 2025Q1: 5,523 shares; 2025Q2: 5,523 shares; 2025Q3: 5,523 shares; 2025Q4: 5,523 shares 5,523 $550K 0.1% 0 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: 399 shares; 2024Q4: 377 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 5,861 shares 5,861 $550K 0.1% +5,504 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,146 shares; 2024Q4: 41,929 shares; 2025Q1: 41,747 shares; 2025Q2: 41,529 shares; 2025Q3: 41,482 shares; 2025Q4: 41,523 shares 41,523 $545K 0.1% +41 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 7,643 shares; 2025Q1: 7,344 shares; 2025Q2: 7,345 shares; 2025Q3: 6,945 shares; 2025Q4: 6,590 shares 6,590 $536K 0.1% -355 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: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,085 shares 3,085 $535K 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares 2,700 $526K 0.09% new 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: 2,457 shares; 2024Q4: 2,457 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,458 shares 2,458 $521K 0.09% -2 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: 4,482 shares; 2024Q4: 10,035 shares; 2025Q1: 9,634 shares; 2025Q2: 8,052 shares; 2025Q3: 8,048 shares; 2025Q4: 8,090 shares 8,090 $505K 0.09% +42 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 1,500 shares 1,500 $505K 0.09% +800 Timeline FCVT 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: 11,574 shares; 2024Q4: 11,574 shares; 2025Q1: 11,574 shares; 2025Q2: 11,536 shares; 2025Q3: 11,536 shares; 2025Q4: 11,536 shares 11,536 $496K 0.09% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 4,932 shares; 2025Q1: 6,122 shares; 2025Q2: 4,237 shares; 2025Q3: 3,288 shares; 2025Q4: 2,288 shares 2,288 $490K 0.09% -1,000 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,131 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares 3,107 $481K 0.09% 0 Timeline BTCL WORLD FDS TR More: the full row for WORLD FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,136 shares; 2025Q1: 16,136 shares; 2025Q2: 16,136 shares; 2025Q3: 16,136 shares; 2025Q4: 16,300 shares 16,300 $471K 0.08% +164 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: 4,525 shares; 2024Q4: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,111 shares; 2025Q4: 4,136 shares 4,136 $470K 0.08% +25 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 1,998 shares 1,998 $462K 0.08% 0 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: 8,115 shares; 2024Q4: 9,363 shares; 2025Q1: 9,087 shares; 2025Q2: 9,641 shares; 2025Q3: 9,578 shares; 2025Q4: 9,579 shares 9,579 $448K 0.08% +1 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: 17,099 shares; 2024Q4: 19,089 shares; 2025Q1: 19,984 shares; 2025Q2: 23,401 shares; 2025Q3: 4,246 shares; 2025Q4: 4,503 shares 4,503 $447K 0.08% +257 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: 3,753 shares; 2024Q4: 3,753 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares; 2025Q3: 4,453 shares; 2025Q4: 4,453 shares 4,453 $442K 0.08% 0 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: 2,785 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares; 2025Q4: 3,138 shares 3,138 $437K 0.08% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,679 shares; 2025Q2: 3,895 shares; 2025Q3: 3,942 shares; 2025Q4: 3,679 shares 3,679 $431K 0.08% -263 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $427K 0.08% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,245 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,072 shares 3,072 $421K 0.08% -62 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 2,601 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,036 shares 2,036 $413K 0.07% -536 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: 1,274 shares; 2024Q4: 1,151 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 1,152 shares; 2025Q4: 1,097 shares 1,097 $410K 0.07% -55 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: 1,716 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 3,398 shares 3,398 $406K 0.07% +1,699 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: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares 1,836 $403K 0.07% 0 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: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,513 shares; 2025Q3: 3,173 shares; 2025Q4: 3,123 shares 3,123 $396K 0.07% -50 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: 19,778 shares; 2024Q4: 28,778 shares; 2025Q1: 28,778 shares; 2025Q2: 29,778 shares; 2025Q3: 29,778 shares; 2025Q4: 34,778 shares 34,778 $391K 0.07% +5,000 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 4,881 shares; 2025Q1: 3,575 shares; 2025Q2: 3,649 shares; 2025Q3: 3,528 shares; 2025Q4: 3,387 shares 3,387 $389K 0.07% -141 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $387K 0.07% 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: 13,100 shares; 2024Q4: 13,100 shares; 2025Q1: 9,800 shares; 2025Q2: 10,647 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares 10,650 $386K 0.07% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,180 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 507 shares; 2025Q4: 412 shares 412 $385K 0.07% -95 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: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,223 shares; 2025Q4: 3,223 shares 3,223 $379K 0.07% 0 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: 864 shares; 2024Q4: 1,189 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares 1,203 $379K 0.07% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,401 shares; 2025Q1: 10,381 shares; 2025Q2: 6,881 shares; 2025Q3: 6,881 shares; 2025Q4: 6,881 shares 6,881 $377K 0.07% 0 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,387 shares; 2025Q4: 8,962 shares 8,962 $374K 0.07% -425 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: 4,091 shares; 2024Q4: 4,091 shares; 2025Q1: 4,009 shares; 2025Q2: 4,009 shares; 2025Q3: 4,009 shares; 2025Q4: 4,009 shares 4,009 $355K 0.06% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,658 shares; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,130 shares; 2025Q4: 1,076 shares 1,076 $353K 0.06% -54 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: 5,325 shares; 2024Q4: 5,950 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 5,325 shares 5,325 $351K 0.06% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,244 shares 3,244 $342K 0.06% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 919 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $337K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 2,084 shares; 2025Q1: 2,087 shares; 2025Q2: 2,091 shares; 2025Q3: 2,094 shares; 2025Q4: 2,097 shares 2,097 $336K 0.06% +3 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,150 shares; 2025Q3: not reported; 2025Q4: 3,850 shares 3,850 $333K 0.06% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 14,960 shares; 2025Q1: 14,960 shares; 2025Q2: 13,060 shares; 2025Q3: 12,850 shares; 2025Q4: 10,748 shares 10,748 $333K 0.06% -2,102 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares 2,654 $333K 0.06% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,933 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 2,336 shares 2,336 $332K 0.06% +3 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares 378 $332K 0.06% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,756 shares; 2025Q1: 11,854 shares; 2025Q2: 11,877 shares; 2025Q3: 11,967 shares; 2025Q4: 11,969 shares 11,969 $328K 0.06% +2 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,174 shares; 2025Q1: 2,524 shares; 2025Q2: 2,525 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares 2,526 $326K 0.06% 0 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS 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: 2,430 shares; 2025Q3: 2,809 shares; 2025Q4: 2,681 shares 2,681 $321K 0.06% -128 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $319K 0.06% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares 1,786 $317K 0.06% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,954 shares; 2025Q1: 1,782 shares; 2025Q2: not reported; 2025Q3: 1,069 shares; 2025Q4: 1,017 shares 1,017 $311K 0.06% -52 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: 2,088 shares; 2024Q4: 3,088 shares; 2025Q1: 3,097 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares 2,079 $309K 0.06% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,433 shares; 2024Q4: 10,952 shares; 2025Q1: 9,454 shares; 2025Q2: 9,038 shares; 2025Q3: 9,038 shares; 2025Q4: 9,038 shares 9,038 $308K 0.06% 0 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: 17,090 shares; 2024Q4: 17,090 shares; 2025Q1: 20,090 shares; 2025Q2: 20,090 shares; 2025Q3: 18,590 shares; 2025Q4: 18,590 shares 18,590 $307K 0.06% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares 1,053 $306K 0.05% 0 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: 776 shares; 2024Q4: 1,276 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares 933 $305K 0.05% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,588 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares 1,591 $305K 0.05% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 847 shares; 2025Q4: 760 shares 760 $302K 0.05% -87 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635 shares 635 $301K 0.05% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares 1,174 $300K 0.05% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,830 shares; 2025Q1: 2,136 shares; 2025Q2: 2,355 shares; 2025Q3: 2,445 shares; 2025Q4: 2,333 shares 2,333 $299K 0.05% -112 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,836 shares; 2025Q1: 2,885 shares; 2025Q2: 2,924 shares; 2025Q3: 2,922 shares; 2025Q4: 2,419 shares 2,419 $295K 0.05% -503 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,231 shares; 2024Q4: 6,905 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,857 shares 5,857 $292K 0.05% 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: not reported; 2025Q2: not reported; 2025Q3: 551 shares; 2025Q4: 528 shares 528 $292K 0.05% -23 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,015 shares; 2025Q4: 4,065 shares 4,065 $291K 0.05% +2,050 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,502 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,502 shares; 2025Q4: 9,502 shares 9,502 $287K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 3,265 shares; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares 3,265 $285K 0.05% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 766 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 480 shares; 2025Q4: 460 shares 460 $281K 0.05% -20 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,178 shares 2,178 $281K 0.05% -200 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares 755 $279K 0.05% 0 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: 3,227 shares; 2024Q4: 2,827 shares; 2025Q1: 2,834 shares; 2025Q2: 2,834 shares; 2025Q3: 2,840 shares; 2025Q4: 2,444 shares 2,444 $278K 0.05% -396 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,063 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,007 shares; 2025Q4: 1,969 shares 1,969 $278K 0.05% -38 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 868 shares 868 $277K 0.05% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $277K 0.05% 0 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,610 shares; 2025Q2: 8,610 shares; 2025Q3: 8,835 shares; 2025Q4: 8,835 shares 8,835 $276K 0.05% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 1,525 shares; 2025Q1: 924 shares; 2025Q2: 1,118 shares; 2025Q3: 1,465 shares; 2025Q4: 1,325 shares 1,325 $275K 0.05% -140 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,862 shares 8,862 $275K 0.05% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares 2,458 $274K 0.05% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,456 shares; 2025Q4: 4,267 shares 4,267 $273K 0.05% -189 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,748 shares; 2025Q4: 2,629 shares 2,629 $273K 0.05% -119 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,302 shares; 2025Q3: 4,523 shares; 2025Q4: 4,330 shares 4,330 $271K 0.05% -193 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,613 shares; 2025Q3: 13,584 shares; 2025Q4: 13,009 shares 13,009 $270K 0.05% -575 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: 3,037 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $261K 0.05% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,564 shares 14,564 $260K 0.05% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,069 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 6,044 shares 6,044 $258K 0.05% +3,022 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares 658 $256K 0.05% new Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,885 shares; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 8,885 shares; 2025Q3: 8,885 shares; 2025Q4: 8,885 shares 8,885 $251K 0.05% 0 Timeline RDVY 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: 3,733 shares; 2024Q4: 3,858 shares; 2025Q1: 3,775 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,541 shares 3,541 $246K 0.04% -196 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 701 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 654 shares; 2025Q4: 627 shares 627 $245K 0.04% -27 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: not reported; 2024Q4: not reported; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,044 shares; 2025Q4: 1,002 shares 1,002 $241K 0.04% -42 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $241K 0.04% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares 2,990 $241K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares 1,448 $235K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,695 shares; 2025Q2: 2,740 shares; 2025Q3: 2,524 shares; 2025Q4: 1,797 shares 1,797 $235K 0.04% -727 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 6,400 shares 6,400 $230K 0.04% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,615 shares; 2025Q1: 1,261 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 648 shares 648 $229K 0.04% -113 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: 854 shares; 2024Q4: 849 shares; 2025Q1: not reported; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares 817 $228K 0.04% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,714 shares; 2025Q1: 1,262 shares; 2025Q2: 1,291 shares; 2025Q3: 1,547 shares; 2025Q4: 1,480 shares 1,480 $226K 0.04% -67 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,016 shares; 2025Q4: 5,760 shares 5,760 $226K 0.04% -256 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,171 shares; 2025Q1: 4,171 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,171 shares 4,171 $225K 0.04% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,160 shares; 2025Q1: 2,760 shares; 2025Q2: 2,823 shares; 2025Q3: not reported; 2025Q4: 2,239 shares 2,239 $224K 0.04% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares; 2025Q3: 1,664 shares; 2025Q4: 2,222 shares 2,222 $224K 0.04% +558 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 5,629 shares; 2025Q1: 5,629 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares 5,250 $222K 0.04% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,625 shares; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares 1,625 $221K 0.04% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $221K 0.04% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,883 shares; 2025Q1: 3,883 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares 3,883 $219K 0.04% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,791 shares 9,791 $219K 0.04% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $218K 0.04% 0 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: 983 shares; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: 896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,096 shares 1,096 $214K 0.04% -800 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 776 shares; 2025Q1: 444 shares; 2025Q2: 624 shares; 2025Q3: 373 shares; 2025Q4: 373 shares 373 $212K 0.04% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $210K 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares 1,455 $209K 0.04% 0 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: 10,633 shares; 2024Q4: 10,685 shares; 2025Q1: 10,744 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,708 shares 4,708 $209K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,785 shares 1,785 $208K 0.04% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,599 shares; 2025Q4: 3,699 shares 3,699 $206K 0.04% +100 Timeline TDIV 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: not reported; 2025Q4: 2,097 shares 2,097 $203K 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: 2,951 shares; 2024Q4: 3,090 shares; 2025Q1: 3,401 shares; 2025Q2: 3,307 shares; 2025Q3: 642 shares; 2025Q4: 612 shares 612 $202K 0.04% -30 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 1,593 shares; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,515 shares 1,515 $201K 0.04% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 10,000 shares; 2025Q1: 16,000 shares; 2025Q2: 13,000 shares; 2025Q3: 20,500 shares; 2025Q4: 25,000 shares 25,000 $188K 0.03% +4,500 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $179K 0.03% 0 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,566 shares; 2025Q1: 10,729 shares; 2025Q2: 10,897 shares; 2025Q3: 11,071 shares; 2025Q4: 11,248 shares 11,248 $172K 0.03% +177 Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $152K 0.03% new Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 16,335 shares; 2025Q1: 16,335 shares; 2025Q2: 16,335 shares; 2025Q3: 16,335 shares; 2025Q4: 16,335 shares 16,335 $117K 0.02% 0 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,127 shares; 2025Q4: 15,229 shares 15,229 $66.7K 0.01% +5,102 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $28.1K 0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $25.1K <0.01% 0 Timeline PRHI PRESURANCE HOLDINGS INC More: the full row for PRESURANCE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,469 shares; 2024Q4: 16,469 shares; 2025Q1: 16,469 shares; 2025Q2: 16,469 shares; 2025Q3: 16,469 shares; 2025Q4: 16,469 shares 16,469 $11.7K <0.01% 0 Timeline