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: 842,007 shares; 2024Q4: 870,293 shares; 2025Q1: 817,686 shares; 2025Q2: 793,906 shares; 2025Q3: 862,933 shares; 2025Q4: 833,417 shares 833,417 $227M 7.45% -29,516 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: 753,800 shares; 2024Q4: 734,413 shares; 2025Q1: 749,542 shares; 2025Q2: 664,258 shares; 2025Q3: 792,356 shares; 2025Q4: 717,523 shares 717,523 $134M 4.4% -74,833 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: 363,821 shares; 2024Q4: 367,902 shares; 2025Q1: 404,545 shares; 2025Q2: 387,812 shares; 2025Q3: 438,339 shares; 2025Q4: 448,837 shares 448,837 $104M 3.41% +10,498 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: 67,117 shares; 2024Q4: 78,621 shares; 2025Q1: 81,242 shares; 2025Q2: 124,176 shares; 2025Q3: 127,396 shares; 2025Q4: 160,611 shares 160,611 $98.7M 3.24% +33,215 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: 369,484 shares; 2024Q4: 280,975 shares; 2025Q1: 374,557 shares; 2025Q2: 302,238 shares; 2025Q3: 306,310 shares; 2025Q4: 309,050 shares 309,050 $96.7M 3.18% +2,740 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: 84,928 shares; 2024Q4: 88,365 shares; 2025Q1: 96,043 shares; 2025Q2: 97,132 shares; 2025Q3: 118,235 shares; 2025Q4: 125,038 shares 125,038 $85.5M 2.81% +6,803 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: 189,176 shares; 2024Q4: 155,874 shares; 2025Q1: 169,151 shares; 2025Q2: 128,612 shares; 2025Q3: 128,411 shares; 2025Q4: 141,018 shares 141,018 $63.4M 2.09% +12,607 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: 148,522 shares; 2024Q4: 140,660 shares; 2025Q1: 168,994 shares; 2025Q2: 140,391 shares; 2025Q3: 161,812 shares; 2025Q4: 124,447 shares 124,447 $60.2M 1.98% -37,365 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: 79,668 shares; 2024Q4: 96,232 shares; 2025Q1: 85,086 shares; 2025Q2: 89,378 shares; 2025Q3: 100,965 shares; 2025Q4: 89,902 shares 89,902 $59.3M 1.95% -11,063 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556,321 shares 556,321 $56.9M 1.87% new Timeline IUSB 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: 1,175,230 shares; 2024Q4: 1,221,331 shares; 2025Q1: 1,336,425 shares; 2025Q2: 1,200,349 shares; 2025Q3: 1,073,085 shares; 2025Q4: 1,093,577 shares 1,093,577 $50.9M 1.67% +20,492 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: 14,565 shares; 2024Q4: 4,900 shares; 2025Q1: 16,861 shares; 2025Q2: 3,920 shares; 2025Q3: 101,701 shares; 2025Q4: 154,849 shares 154,849 $44.2M 1.45% +53,148 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: 77,007 shares; 2024Q4: 79,816 shares; 2025Q1: 122,752 shares; 2025Q2: 141,750 shares; 2025Q3: 145,582 shares; 2025Q4: 205,014 shares 205,014 $43.5M 1.43% +59,432 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,103 shares; 2025Q2: 1,863 shares; 2025Q3: 1,876 shares; 2025Q4: 304,412 shares 304,412 $43M 1.41% +302,536 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: 186,830 shares; 2024Q4: 160,676 shares; 2025Q1: 184,915 shares; 2025Q2: 134,578 shares; 2025Q3: 179,154 shares; 2025Q4: 122,887 shares 122,887 $42.5M 1.4% -56,267 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: 132,305 shares; 2024Q4: 139,144 shares; 2025Q1: 116,966 shares; 2025Q2: 57,789 shares; 2025Q3: 67,589 shares; 2025Q4: 60,965 shares 60,965 $41.8M 1.37% -6,624 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: 540,043 shares; 2024Q4: 523,001 shares; 2025Q1: 553,166 shares; 2025Q2: 565,738 shares; 2025Q3: 670,881 shares; 2025Q4: 670,419 shares 670,419 $40.8M 1.34% -462 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: 252,795 shares; 2024Q4: 235,685 shares; 2025Q1: 262,342 shares; 2025Q2: 271,473 shares; 2025Q3: 335,077 shares; 2025Q4: 187,802 shares 187,802 $40.2M 1.32% -147,275 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: 27,659 shares; 2024Q4: 54,401 shares; 2025Q1: 374,987 shares; 2025Q2: 256,636 shares; 2025Q3: 239,207 shares; 2025Q4: 214,084 shares 214,084 $38.1M 1.25% -25,123 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: 104,572 shares; 2024Q4: 62,200 shares; 2025Q1: 30,623 shares; 2025Q2: 143,292 shares; 2025Q3: 90,339 shares; 2025Q4: 115,728 shares 115,728 $37.9M 1.25% +25,389 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: 41,886 shares; 2025Q1: 42,064 shares; 2025Q2: 25,054 shares; 2025Q3: 18,761 shares; 2025Q4: 215,827 shares 215,827 $37M 1.22% +197,066 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: 312,583 shares; 2024Q4: 300,179 shares; 2025Q1: 319,665 shares; 2025Q2: 292,831 shares; 2025Q3: 283,423 shares; 2025Q4: 280,519 shares 280,519 $34.6M 1.14% -2,904 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: 115,335 shares; 2024Q4: 119,160 shares; 2025Q1: 206,579 shares; 2025Q2: 376,279 shares; 2025Q3: 403,705 shares; 2025Q4: 503,129 shares 503,129 $33.8M 1.11% +99,424 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: 21,579 shares; 2024Q4: 31,073 shares; 2025Q1: 32,027 shares; 2025Q2: 26,796 shares; 2025Q3: 29,416 shares; 2025Q4: 326,616 shares 326,616 $30.6M 1.01% +297,200 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: 43,159 shares; 2024Q4: 48,205 shares; 2025Q1: 51,458 shares; 2025Q2: 61,227 shares; 2025Q3: 57,510 shares; 2025Q4: 60,576 shares 60,576 $29.2M 0.96% +3,066 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: 147,868 shares; 2024Q4: 57,769 shares; 2025Q1: 143,239 shares; 2025Q2: 179,479 shares; 2025Q3: 154,791 shares; 2025Q4: 169,354 shares 169,354 $29M 0.95% +14,563 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: not reported; 2024Q4: not reported; 2025Q1: 27,440 shares; 2025Q2: 43,506 shares; 2025Q3: 83,561 shares; 2025Q4: 83,213 shares 83,213 $28.5M 0.94% -348 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,827 shares; 2024Q4: 368,171 shares; 2025Q1: 337,664 shares; 2025Q2: 518,416 shares; 2025Q3: 421,286 shares; 2025Q4: 364,453 shares 364,453 $26M 0.86% -56,833 Timeline FTEC 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: 287,134 shares; 2025Q1: not reported; 2025Q2: 71,864 shares; 2025Q3: 2,894 shares; 2025Q4: 107,724 shares 107,724 $24.2M 0.8% +104,830 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601,963 shares; 2025Q4: 599,356 shares 599,356 $23.2M 0.76% -2,607 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: 89,444 shares; 2024Q4: 87,761 shares; 2025Q1: 77,563 shares; 2025Q2: 73,350 shares; 2025Q3: 68,126 shares; 2025Q4: 68,828 shares 68,828 $21.6M 0.71% +702 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: 638,201 shares; 2024Q4: 615,493 shares; 2025Q1: 659,715 shares; 2025Q2: 482,835 shares; 2025Q3: 465,592 shares; 2025Q4: 278,238 shares 278,238 $21.4M 0.7% -187,354 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: 151,662 shares; 2024Q4: 155,555 shares; 2025Q1: 188,971 shares; 2025Q2: 197,159 shares; 2025Q3: 169,304 shares; 2025Q4: 104,802 shares 104,802 $20.8M 0.68% -64,502 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: 64,699 shares; 2024Q4: 41,783 shares; 2025Q1: 88,238 shares; 2025Q2: 108,342 shares; 2025Q3: 146,687 shares; 2025Q4: 190,521 shares 190,521 $20.2M 0.66% +43,834 Timeline MTUM 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: 26,263 shares; 2025Q1: 39,279 shares; 2025Q2: 39,725 shares; 2025Q3: 47,340 shares; 2025Q4: 80,579 shares 80,579 $20.2M 0.66% +33,239 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: 236,893 shares; 2024Q4: 411,395 shares; 2025Q1: 424,038 shares; 2025Q2: 413,267 shares; 2025Q3: 386,562 shares; 2025Q4: 535,929 shares 535,929 $19.8M 0.65% +149,367 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: 58,143 shares; 2024Q4: 64,385 shares; 2025Q1: 83,569 shares; 2025Q2: 93,620 shares; 2025Q3: 85,916 shares; 2025Q4: 79,550 shares 79,550 $19.6M 0.64% -6,366 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,215 shares; 2024Q4: 41,795 shares; 2025Q1: 46,303 shares; 2025Q2: 45,705 shares; 2025Q3: 44,406 shares; 2025Q4: 120,095 shares 120,095 $19.3M 0.64% +75,689 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: 79,633 shares; 2024Q4: 44,797 shares; 2025Q1: 138,471 shares; 2025Q2: 143,748 shares; 2025Q3: 83,028 shares; 2025Q4: 123,783 shares 123,783 $18.9M 0.62% +40,755 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,597 shares; 2024Q4: 205,991 shares; 2025Q1: 234,049 shares; 2025Q2: 245,419 shares; 2025Q3: 313,161 shares; 2025Q4: 356,646 shares 356,646 $18.8M 0.62% +43,485 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: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,724 shares; 2025Q2: 4,453 shares; 2025Q3: 425 shares; 2025Q4: 26,737 shares 26,737 $18M 0.59% +26,312 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: 77,813 shares; 2024Q4: 71,915 shares; 2025Q1: 97,667 shares; 2025Q2: 107,316 shares; 2025Q3: 77,261 shares; 2025Q4: 84,071 shares 84,071 $17.4M 0.57% +6,810 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: 483,223 shares; 2024Q4: 345,068 shares; 2025Q1: 387,707 shares; 2025Q2: 589,462 shares; 2025Q3: 434,516 shares; 2025Q4: 426,820 shares 426,820 $17.4M 0.57% -7,696 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,700 shares; 2024Q4: 177,461 shares; 2025Q1: 161,446 shares; 2025Q2: 163,271 shares; 2025Q3: 169,226 shares; 2025Q4: 175,721 shares 175,721 $16.7M 0.55% +6,495 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: 25,762 shares; 2024Q4: 23,308 shares; 2025Q1: 29,596 shares; 2025Q2: 17,945 shares; 2025Q3: 40,207 shares; 2025Q4: 24,987 shares 24,987 $16.6M 0.54% -15,220 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: 68,264 shares; 2024Q4: 53,796 shares; 2025Q1: 67,628 shares; 2025Q2: 65,660 shares; 2025Q3: 77,342 shares; 2025Q4: 50,174 shares 50,174 $16.2M 0.53% -27,168 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: 119,007 shares; 2024Q4: 91,337 shares; 2025Q1: 92,974 shares; 2025Q2: 101,642 shares; 2025Q3: 56,108 shares; 2025Q4: 78,407 shares 78,407 $15.9M 0.52% +22,299 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200,816 shares; 2025Q1: 200,899 shares; 2025Q2: 200,970 shares; 2025Q3: 198,579 shares; 2025Q4: 197,790 shares 197,790 $15.8M 0.52% -789 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: 141,904 shares; 2024Q4: 65,065 shares; 2025Q1: 36,704 shares; 2025Q2: 33,013 shares; 2025Q3: 64,758 shares; 2025Q4: 61,411 shares 61,411 $15.8M 0.52% -3,347 Timeline TLH 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: 105,107 shares; 2025Q2: 152,147 shares; 2025Q3: 174,751 shares; 2025Q4: 151,742 shares 151,742 $15.4M 0.51% -23,009 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: 18,470 shares; 2024Q4: 27,676 shares; 2025Q1: 17,125 shares; 2025Q2: 45,655 shares; 2025Q3: 26,244 shares; 2025Q4: 35,272 shares 35,272 $15M 0.49% +9,028 Timeline THRO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378,627 shares; 2025Q3: 390,483 shares; 2025Q4: 389,865 shares 389,865 $15M 0.49% -618 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: 9,539 shares; 2024Q4: 40,859 shares; 2025Q1: 9,108 shares; 2025Q2: 109,118 shares; 2025Q3: 7,392 shares; 2025Q4: 102,071 shares 102,071 $14.8M 0.49% +94,679 Timeline BAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173,657 shares; 2025Q3: 451,033 shares; 2025Q4: 438,293 shares 438,293 $14.6M 0.48% -12,740 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679,984 shares; 2024Q4: 541,984 shares; 2025Q1: 568,176 shares; 2025Q2: 538,176 shares; 2025Q3: 579,937 shares; 2025Q4: 579,937 shares 579,937 $14.4M 0.47% 0 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: 2,623 shares; 2024Q4: 2,844 shares; 2025Q1: 5,969 shares; 2025Q2: 10,070 shares; 2025Q3: 33,151 shares; 2025Q4: 42,727 shares 42,727 $14.1M 0.46% +9,576 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: 140,654 shares; 2024Q4: 106,370 shares; 2025Q1: 117,612 shares; 2025Q2: 129,501 shares; 2025Q3: 136,936 shares; 2025Q4: 142,771 shares 142,771 $13.7M 0.45% +5,835 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,503 shares; 2024Q4: 181,706 shares; 2025Q1: 176,038 shares; 2025Q2: 168,684 shares; 2025Q3: 170,858 shares; 2025Q4: 159,608 shares 159,608 $13.6M 0.45% -11,250 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: 17,737 shares; 2024Q4: 14,913 shares; 2025Q1: 14,004 shares; 2025Q2: 11,354 shares; 2025Q3: 21,373 shares; 2025Q4: 23,456 shares 23,456 $13.4M 0.44% +2,083 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: 15,040 shares; 2024Q4: 9,643 shares; 2025Q1: 14,773 shares; 2025Q2: 14,642 shares; 2025Q3: 12,817 shares; 2025Q4: 14,514 shares 14,514 $12.8M 0.42% +1,697 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: 208,924 shares; 2024Q4: 169,932 shares; 2025Q1: 153,563 shares; 2025Q2: 208,674 shares; 2025Q3: 208,909 shares; 2025Q4: 221,925 shares 221,925 $12.1M 0.4% +13,016 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: 18,116 shares; 2024Q4: 8,236 shares; 2025Q1: 8,033 shares; 2025Q2: 17,395 shares; 2025Q3: 12,640 shares; 2025Q4: 13,886 shares 13,886 $12M 0.39% +1,246 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: 33,818 shares; 2024Q4: 40,840 shares; 2025Q1: 56,754 shares; 2025Q2: 34,919 shares; 2025Q3: 34,612 shares; 2025Q4: 77,891 shares 77,891 $11.2M 0.37% +43,279 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,090 shares; 2024Q4: 698,968 shares; 2025Q1: 697,373 shares; 2025Q2: 658,159 shares; 2025Q3: 716,961 shares; 2025Q4: 739,654 shares 739,654 $10.8M 0.35% +22,693 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: 48,165 shares; 2025Q1: 112,631 shares; 2025Q2: 76,911 shares; 2025Q3: 124,157 shares; 2025Q4: 131,656 shares 131,656 $10.7M 0.35% +7,499 Timeline HDV 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: 5,000 shares; 2025Q1: not reported; 2025Q2: 45,119 shares; 2025Q3: not reported; 2025Q4: 86,786 shares 86,786 $10.6M 0.35% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,884 shares 20,884 $10.5M 0.35% new Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,137 shares; 2024Q4: 152,953 shares; 2025Q1: 196,790 shares; 2025Q2: 197,056 shares; 2025Q3: 203,939 shares; 2025Q4: 198,115 shares 198,115 $10.2M 0.33% -5,824 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: 25,010 shares; 2024Q4: 20,717 shares; 2025Q1: 21,280 shares; 2025Q2: 28,065 shares; 2025Q3: 31,782 shares; 2025Q4: 29,399 shares 29,399 $10.1M 0.33% -2,383 Timeline IAGG 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: 194,590 shares; 2025Q3: 200,121 shares; 2025Q4: 193,211 shares 193,211 $9.66M 0.32% -6,910 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: 32,490 shares; 2024Q4: 257,655 shares; 2025Q1: 37,031 shares; 2025Q2: 10,304 shares; 2025Q3: 42,967 shares; 2025Q4: 28,224 shares 28,224 $9.46M 0.31% -14,743 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: 16,935 shares; 2024Q4: 17,579 shares; 2025Q1: 20,760 shares; 2025Q2: 49,098 shares; 2025Q3: 25,814 shares; 2025Q4: 40,949 shares 40,949 $9.36M 0.31% +15,135 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: 24,367 shares; 2024Q4: 24,161 shares; 2025Q1: 24,500 shares; 2025Q2: 20,111 shares; 2025Q3: 29,167 shares; 2025Q4: 26,020 shares 26,020 $9.13M 0.3% -3,147 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: 173,317 shares; 2024Q4: 18,402 shares; 2025Q1: 221,061 shares; 2025Q2: 257,256 shares; 2025Q3: 249,531 shares; 2025Q4: 344,066 shares 344,066 $8.57M 0.28% +94,535 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 206,775 shares; 2025Q1: not reported; 2025Q2: 182,496 shares; 2025Q3: not reported; 2025Q4: 275,642 shares 275,642 $8.16M 0.27% 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: 14,135 shares; 2024Q4: 14,616 shares; 2025Q1: 18,374 shares; 2025Q2: 14,745 shares; 2025Q3: 15,165 shares; 2025Q4: 16,595 shares 16,595 $7.78M 0.26% +1,430 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: 5,012 shares; 2024Q4: 17,832 shares; 2025Q1: 5,624 shares; 2025Q2: 6,167 shares; 2025Q3: 18,028 shares; 2025Q4: 12,240 shares 12,240 $7.68M 0.25% -5,788 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: 4,738 shares; 2024Q4: 13,374 shares; 2025Q1: 24,463 shares; 2025Q2: 25,897 shares; 2025Q3: 8,417 shares; 2025Q4: 26,445 shares 26,445 $7.67M 0.25% +18,028 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: 25,762 shares; 2024Q4: 24,316 shares; 2025Q1: 26,953 shares; 2025Q2: 25,163 shares; 2025Q3: 28,888 shares; 2025Q4: 25,006 shares 25,006 $7.64M 0.25% -3,882 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: 4,817 shares; 2024Q4: 15,149 shares; 2025Q1: 4,172 shares; 2025Q2: 31,941 shares; 2025Q3: 3,916 shares; 2025Q4: 79,180 shares 79,180 $7.41M 0.24% +75,264 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: 67,672 shares; 2024Q4: 30,578 shares; 2025Q1: 38,721 shares; 2025Q2: 73,603 shares; 2025Q3: 35,860 shares; 2025Q4: 61,533 shares 61,533 $7.4M 0.24% +25,673 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: 9,911 shares; 2024Q4: 15,732 shares; 2025Q1: 10,944 shares; 2025Q2: 50,266 shares; 2025Q3: 78,997 shares; 2025Q4: 115,261 shares 115,261 $7.2M 0.24% +36,264 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,534 shares; 2025Q4: 33,050 shares 33,050 $7.1M 0.23% -484 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: 70,872 shares; 2024Q4: 52,309 shares; 2025Q1: 57,338 shares; 2025Q2: 57,919 shares; 2025Q3: 63,494 shares; 2025Q4: 83,580 shares 83,580 $6.83M 0.22% +20,086 Timeline SPHD 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: 21,806 shares; 2024Q4: 74,906 shares; 2025Q1: 46,236 shares; 2025Q2: 20,583 shares; 2025Q3: 11,450 shares; 2025Q4: 140,236 shares 140,236 $6.73M 0.22% +128,786 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: 63,719 shares; 2024Q4: 33,973 shares; 2025Q1: 59,444 shares; 2025Q2: 41,622 shares; 2025Q3: 4,020 shares; 2025Q4: 41,343 shares 41,343 $6.62M 0.22% +37,323 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: 34,247 shares; 2024Q4: 35,032 shares; 2025Q1: 34,986 shares; 2025Q2: 35,406 shares; 2025Q3: 35,674 shares; 2025Q4: 41,815 shares 41,815 $6.45M 0.21% +6,141 Timeline TFLO 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: 100,200 shares; 2024Q4: 96,275 shares; 2025Q1: 107,673 shares; 2025Q2: 122,601 shares; 2025Q3: 123,886 shares; 2025Q4: 126,965 shares 126,965 $6.41M 0.21% +3,079 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: 12,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,266 shares 5,266 $6.4M 0.21% new 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: 152,612 shares; 2024Q4: 84,932 shares; 2025Q1: 96,642 shares; 2025Q2: 154,895 shares; 2025Q3: 174,005 shares; 2025Q4: 89,812 shares 89,812 $6.28M 0.21% -84,193 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: 61,811 shares; 2024Q4: 56,190 shares; 2025Q1: 59,691 shares; 2025Q2: 52,628 shares; 2025Q3: 58,211 shares; 2025Q4: 112,549 shares 112,549 $6.19M 0.2% +54,338 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,760 shares; 2024Q4: 6,860 shares; 2025Q1: 23,957 shares; 2025Q2: 26,568 shares; 2025Q3: 1,885 shares; 2025Q4: 35,065 shares 35,065 $6.04M 0.2% +33,180 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: 27,570 shares; 2024Q4: 44,657 shares; 2025Q1: 30,343 shares; 2025Q2: 32,629 shares; 2025Q3: 41,993 shares; 2025Q4: 10,129 shares 10,129 $5.74M 0.19% -31,864 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: 1,169 shares; 2024Q4: 1,011 shares; 2025Q1: 2,452 shares; 2025Q2: 366 shares; 2025Q3: 2,208 shares; 2025Q4: 1,067 shares 1,067 $5.71M 0.19% -1,141 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: 2,620 shares; 2024Q4: 4,831 shares; 2025Q1: 5,059 shares; 2025Q2: 3,446 shares; 2025Q3: 18,874 shares; 2025Q4: 11,056 shares 11,056 $5.39M 0.18% -7,818 Timeline EMB 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: 37,889 shares; 2024Q4: 41,331 shares; 2025Q1: 53,346 shares; 2025Q2: 54,072 shares; 2025Q3: 54,569 shares; 2025Q4: 55,604 shares 55,604 $5.35M 0.18% +1,035 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: 4,956 shares; 2024Q4: 5,173 shares; 2025Q1: 5,051 shares; 2025Q2: 4,318 shares; 2025Q3: 7,243 shares; 2025Q4: 9,328 shares 9,328 $5.33M 0.18% +2,085 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: 553,778 shares; 2024Q4: 474,042 shares; 2025Q1: 415,395 shares; 2025Q2: 369,061 shares; 2025Q3: 420,030 shares; 2025Q4: 214,215 shares 214,215 $5.32M 0.17% -205,815 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: 73,947 shares; 2024Q4: 67,651 shares; 2025Q1: 76,562 shares; 2025Q2: 72,624 shares; 2025Q3: 76,756 shares; 2025Q4: 37,069 shares 37,069 $5.31M 0.17% -39,687 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: 148,516 shares; 2024Q4: 173,043 shares; 2025Q1: 181,130 shares; 2025Q2: 180,386 shares; 2025Q3: 200,427 shares; 2025Q4: 222,909 shares 222,909 $5.13M 0.17% +22,482 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: 12,682 shares; 2024Q4: 79,872 shares; 2025Q1: 4,010 shares; 2025Q2: 4,208 shares; 2025Q3: 29,394 shares; 2025Q4: 50,752 shares 50,752 $5.07M 0.17% +21,358 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,995 shares; 2024Q4: 22,604 shares; 2025Q1: 23,201 shares; 2025Q2: 22,982 shares; 2025Q3: 43,142 shares; 2025Q4: 70,009 shares 70,009 $5M 0.16% +26,867 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: 5,713 shares; 2024Q4: 5,571 shares; 2025Q1: 5,261 shares; 2025Q2: 5,958 shares; 2025Q3: 6,190 shares; 2025Q4: 4,333 shares 4,333 $4.66M 0.15% -1,857 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: 5,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 9,911 shares; 2025Q4: 60,357 shares 60,357 $4.6M 0.15% +50,446 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: 14,572 shares; 2024Q4: 33,612 shares; 2025Q1: 39,290 shares; 2025Q2: 17,527 shares; 2025Q3: 26,360 shares; 2025Q4: 20,409 shares 20,409 $4.43M 0.15% -5,951 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: 8,364 shares; 2024Q4: 7,664 shares; 2025Q1: 3,304 shares; 2025Q2: 3,114 shares; 2025Q3: 3,676 shares; 2025Q4: 10,982 shares 10,982 $4.35M 0.14% +7,306 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 1,857 shares; 2025Q1: 21,562 shares; 2025Q2: 21,049 shares; 2025Q3: 20,246 shares; 2025Q4: 24,007 shares 24,007 $4.33M 0.14% +3,761 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 56,511 shares; 2025Q4: 51,383 shares 51,383 $4.29M 0.14% -5,128 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: 50,670 shares; 2024Q4: 49,669 shares; 2025Q1: 20,584 shares; 2025Q2: 22,566 shares; 2025Q3: 36,546 shares; 2025Q4: 38,326 shares 38,326 $4.27M 0.14% +1,780 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,859 shares; 2024Q4: 47,238 shares; 2025Q1: 4,393 shares; 2025Q2: 5,862 shares; 2025Q3: 52,448 shares; 2025Q4: 68,184 shares 68,184 $4.26M 0.14% +15,736 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: 51,402 shares; 2024Q4: 50,886 shares; 2025Q1: 118,402 shares; 2025Q2: 114,325 shares; 2025Q3: 121,604 shares; 2025Q4: 77,391 shares 77,391 $4.24M 0.14% -44,213 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: not reported; 2024Q4: 2,457 shares; 2025Q1: 2,484 shares; 2025Q2: 2,086 shares; 2025Q3: 6,084 shares; 2025Q4: 8,074 shares 8,074 $4.22M 0.14% +1,990 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: not reported; 2024Q4: not reported; 2025Q1: 9,715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,387 shares 20,387 $4.17M 0.14% new 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: 15,812 shares; 2024Q4: 4,408 shares; 2025Q1: 4,274 shares; 2025Q2: 3,911 shares; 2025Q3: 29,579 shares; 2025Q4: 26,796 shares 26,796 $4.16M 0.14% -2,783 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,072 shares; 2025Q1: not reported; 2025Q2: 74,422 shares; 2025Q3: not reported; 2025Q4: 35,473 shares 35,473 $4.09M 0.13% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 164,463 shares 164,463 $4.07M 0.13% +116,463 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,298 shares 52,298 $4.07M 0.13% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,794 shares; 2025Q4: 13,327 shares 13,327 $4.01M 0.13% +11,533 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: 12,034 shares; 2024Q4: 6,809 shares; 2025Q1: 31,062 shares; 2025Q2: 34,768 shares; 2025Q3: 35,443 shares; 2025Q4: 24,589 shares 24,589 $3.98M 0.13% -10,854 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: 48,523 shares; 2024Q4: not reported; 2025Q1: 48,426 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,978 shares 27,978 $3.96M 0.13% new Timeline SYSB 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: 43,912 shares 43,912 $3.94M 0.13% new 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: 26,660 shares; 2025Q1: 32,625 shares; 2025Q2: 40,404 shares; 2025Q3: 29,221 shares; 2025Q4: 29,928 shares 29,928 $3.92M 0.13% +707 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,330 shares; 2025Q4: 21,115 shares 21,115 $3.92M 0.13% +3,785 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,055 shares 58,055 $3.89M 0.13% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,064 shares; 2025Q3: 42,311 shares; 2025Q4: 54,667 shares 54,667 $3.83M 0.13% +12,356 Timeline AOA 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: 38,553 shares; 2024Q4: 40,794 shares; 2025Q1: 40,766 shares; 2025Q2: 41,538 shares; 2025Q3: 43,679 shares; 2025Q4: 42,774 shares 42,774 $3.83M 0.13% -905 Timeline TQQQ 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: 30,368 shares; 2025Q3: 30,353 shares; 2025Q4: 71,575 shares 71,575 $3.77M 0.12% +41,222 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,709 shares; 2025Q3: 37,621 shares; 2025Q4: 37,663 shares 37,663 $3.76M 0.12% +42 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: 7,323 shares; 2024Q4: 6,195 shares; 2025Q1: 9,265 shares; 2025Q2: 40,171 shares; 2025Q3: 52,927 shares; 2025Q4: 40,304 shares 40,304 $3.76M 0.12% -12,623 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: not reported; 2024Q4: 2,602 shares; 2025Q1: not reported; 2025Q2: 2,498 shares; 2025Q3: not reported; 2025Q4: 38,277 shares 38,277 $3.7M 0.12% new 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: 57,338 shares; 2024Q4: 21,345 shares; 2025Q1: 61,117 shares; 2025Q2: 24,667 shares; 2025Q3: 53,121 shares; 2025Q4: 20,840 shares 20,840 $3.7M 0.12% -32,281 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,981 shares; 2024Q4: 7,494 shares; 2025Q1: 29,249 shares; 2025Q2: 31,466 shares; 2025Q3: 32,671 shares; 2025Q4: 32,657 shares 32,657 $3.69M 0.12% -14 Timeline QLD 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: 26,113 shares; 2024Q4: 25,510 shares; 2025Q1: 26,115 shares; 2025Q2: 26,115 shares; 2025Q3: 26,115 shares; 2025Q4: 52,229 shares 52,229 $3.68M 0.12% +26,114 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: 3,030 shares; 2024Q4: 1,962 shares; 2025Q1: 2,890 shares; 2025Q2: 8,735 shares; 2025Q3: 10,480 shares; 2025Q4: 11,762 shares 11,762 $3.63M 0.12% +1,282 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,665 shares; 2024Q4: 30,493 shares; 2025Q1: 30,748 shares; 2025Q2: 29,166 shares; 2025Q3: 26,824 shares; 2025Q4: 33,478 shares 33,478 $3.59M 0.12% +6,654 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 11,706 shares; 2025Q3: 24,255 shares; 2025Q4: 29,322 shares 29,322 $3.5M 0.12% +5,067 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: 3,665 shares; 2024Q4: 2,756 shares; 2025Q1: 2,771 shares; 2025Q2: 2,864 shares; 2025Q3: 3,852 shares; 2025Q4: 4,258 shares 4,258 $3.5M 0.11% +406 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,067 shares 42,067 $3.47M 0.11% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,207 shares; 2024Q4: 70,909 shares; 2025Q1: 79,378 shares; 2025Q2: 81,301 shares; 2025Q3: 88,134 shares; 2025Q4: 73,201 shares 73,201 $3.44M 0.11% -14,933 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 2,609 shares; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 1,633 shares; 2025Q4: 19,912 shares 19,912 $3.38M 0.11% +18,279 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: 6,207 shares; 2024Q4: 12,923 shares; 2025Q1: 14,183 shares; 2025Q2: 10,890 shares; 2025Q3: 15,010 shares; 2025Q4: 18,233 shares 18,233 $3.36M 0.11% +3,223 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: 5,590 shares; 2024Q4: 5,140 shares; 2025Q1: 6,279 shares; 2025Q2: not reported; 2025Q3: 55,941 shares; 2025Q4: 40,236 shares 40,236 $3.27M 0.11% -15,705 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,407 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,630 shares 60,630 $3.25M 0.11% new Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,000 shares; 2024Q4: 450,000 shares; 2025Q1: 450,000 shares; 2025Q2: 450,000 shares; 2025Q3: 450,000 shares; 2025Q4: 250,000 shares 250,000 $3.22M 0.11% -200,000 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 10,005 shares; 2025Q4: 18,002 shares 18,002 $3.16M 0.1% +7,997 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,594 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,971 shares; 2025Q4: 9,210 shares 9,210 $3.11M 0.1% +239 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 5,106 shares; 2025Q4: 47,765 shares 47,765 $3.11M 0.1% +42,659 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,518 shares; 2024Q4: 17,152 shares; 2025Q1: 42,378 shares; 2025Q2: 33,475 shares; 2025Q3: 42,366 shares; 2025Q4: 39,146 shares 39,146 $3.09M 0.1% -3,220 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,160 shares; 2024Q4: not reported; 2025Q1: 13,381 shares; 2025Q2: not reported; 2025Q3: 3,889 shares; 2025Q4: 11,025 shares 11,025 $3.04M 0.1% +7,136 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: 185,911 shares; 2024Q4: 162,559 shares; 2025Q1: 49,157 shares; 2025Q2: 171,471 shares; 2025Q3: 155,987 shares; 2025Q4: 51,073 shares 51,073 $3M 0.1% -104,914 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,537 shares; 2025Q1: 15,990 shares; 2025Q2: 17,731 shares; 2025Q3: 14,245 shares; 2025Q4: 10,118 shares 10,118 $2.99M 0.1% -4,127 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: 4,825 shares; 2024Q4: not reported; 2025Q1: 58,226 shares; 2025Q2: not reported; 2025Q3: 47,637 shares; 2025Q4: 25,064 shares 25,064 $2.92M 0.1% -22,573 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: 11,015 shares; 2024Q4: 3,419 shares; 2025Q1: 3,104 shares; 2025Q2: 2,180 shares; 2025Q3: 11,234 shares; 2025Q4: 24,323 shares 24,323 $2.9M 0.1% +13,089 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 6,087 shares; 2025Q1: 11,020 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 11,079 shares 11,079 $2.89M 0.1% +1,079 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: 12,847 shares; 2024Q4: 15,307 shares; 2025Q1: 15,211 shares; 2025Q2: 9,267 shares; 2025Q3: 13,292 shares; 2025Q4: 11,885 shares 11,885 $2.87M 0.09% -1,407 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,437 shares; 2025Q3: 65,599 shares; 2025Q4: 62,259 shares 62,259 $2.84M 0.09% -3,340 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: 9,128 shares; 2024Q4: 8,864 shares; 2025Q1: 8,996 shares; 2025Q2: 9,122 shares; 2025Q3: 12,996 shares; 2025Q4: 12,778 shares 12,778 $2.81M 0.09% -218 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,945 shares; 2024Q4: 36,811 shares; 2025Q1: 17,086 shares; 2025Q2: 79,240 shares; 2025Q3: 41,914 shares; 2025Q4: 32,207 shares 32,207 $2.81M 0.09% -9,707 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: not reported; 2024Q4: not reported; 2025Q1: 2,968 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,071 shares 37,071 $2.76M 0.09% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,880 shares; 2025Q4: 19,333 shares 19,333 $2.7M 0.09% -1,547 Timeline ICVT 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: 18,473 shares; 2024Q4: 27,439 shares; 2025Q1: 31,270 shares; 2025Q2: 18,099 shares; 2025Q3: 19,804 shares; 2025Q4: 27,431 shares 27,431 $2.7M 0.09% +7,627 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,058 shares; 2025Q2: 10,051 shares; 2025Q3: not reported; 2025Q4: 18,439 shares 18,439 $2.66M 0.09% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2025Q3: not reported; 2025Q4: 7,185 shares 7,185 $2.65M 0.09% new 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: 11,587 shares; 2024Q4: 9,054 shares; 2025Q1: 8,507 shares; 2025Q2: 7,995 shares; 2025Q3: 8,171 shares; 2025Q4: 7,335 shares 7,335 $2.64M 0.09% -836 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,114 shares; 2025Q1: not reported; 2025Q2: 1,391 shares; 2025Q3: 5,385 shares; 2025Q4: 12,386 shares 12,386 $2.62M 0.09% +7,001 Timeline CMF 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: 56,931 shares; 2024Q4: 56,579 shares; 2025Q1: 55,455 shares; 2025Q2: 59,865 shares; 2025Q3: 47,517 shares; 2025Q4: 45,660 shares 45,660 $2.62M 0.09% -1,857 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,036 shares; 2025Q3: 8,034 shares; 2025Q4: 12,019 shares 12,019 $2.61M 0.09% +3,985 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: 4,457 shares; 2024Q4: 2,689 shares; 2025Q1: 2,750 shares; 2025Q2: 7,825 shares; 2025Q3: 2,840 shares; 2025Q4: 4,521 shares 4,521 $2.58M 0.08% +1,681 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 59,475 shares; 2025Q4: 59,757 shares 59,757 $2.57M 0.08% +282 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: 7,664 shares; 2024Q4: 9,749 shares; 2025Q1: 10,265 shares; 2025Q2: 4,115 shares; 2025Q3: 7,213 shares; 2025Q4: 8,346 shares 8,346 $2.54M 0.08% +1,133 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,216 shares; 2025Q4: 8,216 shares 8,216 $2.48M 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,255 shares; 2025Q4: 17,898 shares 17,898 $2.42M 0.08% -357 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: 60,311 shares; 2024Q4: 59,862 shares; 2025Q1: 59,121 shares; 2025Q2: 61,110 shares; 2025Q3: 48,809 shares; 2025Q4: 47,870 shares 47,870 $2.41M 0.08% -939 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,573 shares; 2025Q1: 9,168 shares; 2025Q2: 10,602 shares; 2025Q3: 11,903 shares; 2025Q4: 11,720 shares 11,720 $2.4M 0.08% -183 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: not reported; 2024Q4: 1,605 shares; 2025Q1: 2,500 shares; 2025Q2: 3,275 shares; 2025Q3: 3,342 shares; 2025Q4: 2,559 shares 2,559 $2.39M 0.08% -783 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,811 shares; 2025Q2: 8,273 shares; 2025Q3: 9,436 shares; 2025Q4: 7,615 shares 7,615 $2.39M 0.08% -1,821 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,856 shares 22,856 $2.37M 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,961 shares; 2025Q4: 18,885 shares 18,885 $2.35M 0.08% +924 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,650 shares; 2025Q4: 25,572 shares 25,572 $2.34M 0.08% -1,078 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: 25,736 shares; 2024Q4: 16,041 shares; 2025Q1: 12,692 shares; 2025Q2: 24,639 shares; 2025Q3: 21,628 shares; 2025Q4: 14,255 shares 14,255 $2.32M 0.08% -7,373 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: 73,619 shares; 2024Q4: 20,918 shares; 2025Q1: 9,868 shares; 2025Q2: 6,727 shares; 2025Q3: 18,500 shares; 2025Q4: 12,086 shares 12,086 $2.31M 0.08% -6,414 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,468 shares; 2025Q2: 7,566 shares; 2025Q3: 7,559 shares; 2025Q4: 34,441 shares 34,441 $2.29M 0.08% +26,882 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: 27,049 shares; 2024Q4: 26,946 shares; 2025Q1: 27,850 shares; 2025Q2: 26,480 shares; 2025Q3: 21,615 shares; 2025Q4: 21,274 shares 21,274 $2.27M 0.07% -341 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 36,640 shares; 2025Q4: 36,501 shares 36,501 $2.23M 0.07% -139 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: 116,962 shares; 2024Q4: 117,616 shares; 2025Q1: 115,568 shares; 2025Q2: 123,104 shares; 2025Q3: 97,444 shares; 2025Q4: 95,245 shares 95,245 $2.21M 0.07% -2,199 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,534 shares 6,534 $2.21M 0.07% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,968 shares 12,968 $2.2M 0.07% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,472 shares; 2025Q3: 28,490 shares; 2025Q4: 28,248 shares 28,248 $2.17M 0.07% -242 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: 75,871 shares; 2025Q1: 73,401 shares; 2025Q2: 17,676 shares; 2025Q3: 34,445 shares; 2025Q4: 18,243 shares 18,243 $2.15M 0.07% -16,202 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: 60,269 shares; 2024Q4: 49,505 shares; 2025Q1: 58,388 shares; 2025Q2: 59,887 shares; 2025Q3: 48,173 shares; 2025Q4: 45,348 shares 45,348 $2.14M 0.07% -2,825 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 5,807 shares; 2025Q1: 5,814 shares; 2025Q2: 6,085 shares; 2025Q3: 6,555 shares; 2025Q4: 7,365 shares 7,365 $2.14M 0.07% +810 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: 1,160 shares; 2024Q4: 1,455 shares; 2025Q1: 2,076 shares; 2025Q2: 2,842 shares; 2025Q3: 3,327 shares; 2025Q4: 3,433 shares 3,433 $2.1M 0.07% +106 Timeline PWZ 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: 116,748 shares; 2024Q4: 86,803 shares; 2025Q1: 112,689 shares; 2025Q2: 120,397 shares; 2025Q3: 92,807 shares; 2025Q4: 86,874 shares 86,874 $2.1M 0.07% -5,933 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: 11,832 shares; 2024Q4: 14,442 shares; 2025Q1: 14,197 shares; 2025Q2: 12,568 shares; 2025Q3: 12,895 shares; 2025Q4: 19,002 shares 19,002 $2.09M 0.07% +6,107 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: 1,211 shares; 2025Q2: 2,215 shares; 2025Q3: 3,734 shares; 2025Q4: 3,601 shares 3,601 $2.09M 0.07% -133 Timeline TFI 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: 60,028 shares; 2024Q4: 38,763 shares; 2025Q1: 59,007 shares; 2025Q2: 60,732 shares; 2025Q3: 46,293 shares; 2025Q4: 45,336 shares 45,336 $2.07M 0.07% -957 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,577 shares; 2025Q2: not reported; 2025Q3: 14,792 shares; 2025Q4: 11,234 shares 11,234 $2.07M 0.07% -3,558 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: 56,827 shares; 2024Q4: 56,529 shares; 2025Q1: 54,694 shares; 2025Q2: 55,541 shares; 2025Q3: 44,613 shares; 2025Q4: 43,048 shares 43,048 $2.07M 0.07% -1,565 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,530 shares 16,530 $2.05M 0.07% new 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: 14,975 shares; 2024Q4: 16,671 shares; 2025Q1: 10,676 shares; 2025Q2: 6,825 shares; 2025Q3: 8,808 shares; 2025Q4: 10,472 shares 10,472 $2.04M 0.07% +1,664 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: not reported; 2025Q4: 8,385 shares 8,385 $2.04M 0.07% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,678 shares; 2025Q2: 53,888 shares; 2025Q3: 40,307 shares; 2025Q4: 39,469 shares 39,469 $2.02M 0.07% -838 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: 17,302 shares; 2024Q4: 16,502 shares; 2025Q1: 15,200 shares; 2025Q2: 18,445 shares; 2025Q3: 19,960 shares; 2025Q4: 15,880 shares 15,880 $1.99M 0.07% -4,080 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: 63,076 shares; 2024Q4: 16,322 shares; 2025Q1: 73,141 shares; 2025Q2: 3,466 shares; 2025Q3: 4,503 shares; 2025Q4: 2,636 shares 2,636 $1.99M 0.07% -1,867 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: 10,036 shares; 2025Q1: 10,082 shares; 2025Q2: 10,184 shares; 2025Q3: 10,082 shares; 2025Q4: 10,017 shares 10,017 $1.97M 0.06% -65 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,662 shares; 2024Q4: 15,937 shares; 2025Q1: 35,191 shares; 2025Q2: 46,697 shares; 2025Q3: 15,944 shares; 2025Q4: 23,004 shares 23,004 $1.97M 0.06% +7,060 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: not reported; 2024Q4: not reported; 2025Q1: 21,415 shares; 2025Q2: 21,842 shares; 2025Q3: 26,016 shares; 2025Q4: 74,909 shares 74,909 $1.96M 0.06% +48,893 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: 180,089 shares; 2025Q1: 173,664 shares; 2025Q2: 91,354 shares; 2025Q3: not reported; 2025Q4: 36,357 shares 36,357 $1.96M 0.06% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 8,659 shares; 2025Q1: 8,785 shares; 2025Q2: 8,529 shares; 2025Q3: 7,792 shares; 2025Q4: 8,080 shares 8,080 $1.95M 0.06% +288 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: 38,538 shares; 2024Q4: 60,688 shares; 2025Q1: 14,965 shares; 2025Q2: 12,341 shares; 2025Q3: 14,898 shares; 2025Q4: 12,578 shares 12,578 $1.95M 0.06% -2,320 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: 36,443 shares; 2024Q4: 41,858 shares; 2025Q1: 42,502 shares; 2025Q2: 41,813 shares; 2025Q3: 47,377 shares; 2025Q4: 33,018 shares 33,018 $1.9M 0.06% -14,359 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: 3,877 shares; 2024Q4: 4,391 shares; 2025Q1: 6,390 shares; 2025Q2: 8,472 shares; 2025Q3: 871 shares; 2025Q4: 1,778 shares 1,778 $1.9M 0.06% +907 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: 12,449 shares; 2024Q4: 16,512 shares; 2025Q1: 23,531 shares; 2025Q2: 28,483 shares; 2025Q3: 29,087 shares; 2025Q4: 38,050 shares 38,050 $1.89M 0.06% +8,963 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: 17,731 shares; 2024Q4: 16,976 shares; 2025Q1: 21,662 shares; 2025Q2: 6,440 shares; 2025Q3: 7,141 shares; 2025Q4: 7,096 shares 7,096 $1.88M 0.06% -45 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,596 shares 14,596 $1.86M 0.06% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,068 shares; 2024Q4: 18,728 shares; 2025Q1: 28,822 shares; 2025Q2: 17,046 shares; 2025Q3: 30,513 shares; 2025Q4: 21,766 shares 21,766 $1.83M 0.06% -8,747 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: 30,822 shares; 2024Q4: 48,295 shares; 2025Q1: 39,679 shares; 2025Q2: 45,375 shares; 2025Q3: 31,849 shares; 2025Q4: 6,104 shares 6,104 $1.81M 0.06% -25,745 Timeline RDNT RADNET INC More: the full row for RADNET 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: 25,120 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares; 2025Q4: 25,100 shares 25,100 $1.79M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,971 shares 12,971 $1.77M 0.06% new 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: 58,285 shares; 2024Q4: 72,749 shares; 2025Q1: 3,886 shares; 2025Q2: 3,587 shares; 2025Q3: 3,705 shares; 2025Q4: 20,052 shares 20,052 $1.75M 0.06% +16,347 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: 101,940 shares; 2024Q4: 74,599 shares; 2025Q1: 52,629 shares; 2025Q2: 115,008 shares; 2025Q3: 137,384 shares; 2025Q4: 10,053 shares 10,053 $1.74M 0.06% -127,331 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: 105,323 shares; 2024Q4: 109,092 shares; 2025Q1: 26,364 shares; 2025Q2: 25,054 shares; 2025Q3: 44,528 shares; 2025Q4: 60,661 shares 60,661 $1.72M 0.06% +16,133 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 10,890 shares; 2025Q1: 11,502 shares; 2025Q2: 11,901 shares; 2025Q3: 11,849 shares; 2025Q4: 13,672 shares 13,672 $1.72M 0.06% +1,823 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: 21,437 shares; 2024Q4: 20,617 shares; 2025Q1: 36,680 shares; 2025Q2: 40,396 shares; 2025Q3: 42,322 shares; 2025Q4: 33,875 shares 33,875 $1.71M 0.06% -8,447 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,574 shares; 2025Q1: 8,054 shares; 2025Q2: 8,256 shares; 2025Q3: 8,045 shares; 2025Q4: 7,752 shares 7,752 $1.7M 0.06% -293 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: 619 shares; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 749 shares; 2025Q3: 849 shares; 2025Q4: 6,068 shares 6,068 $1.67M 0.05% +5,219 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,155 shares; 2025Q3: 2,130 shares; 2025Q4: 2,015 shares 2,015 $1.63M 0.05% -115 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: 13,972 shares; 2024Q4: 14,121 shares; 2025Q1: 15,764 shares; 2025Q2: 15,407 shares; 2025Q3: 17,243 shares; 2025Q4: 14,078 shares 14,078 $1.61M 0.05% -3,165 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: 287,228 shares; 2024Q4: 316,843 shares; 2025Q1: 718,315 shares; 2025Q2: 321,207 shares; 2025Q3: 30,329 shares; 2025Q4: 28,317 shares 28,317 $1.61M 0.05% -2,012 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 9,153 shares; 2025Q1: 8,571 shares; 2025Q2: 2,784 shares; 2025Q3: 7,475 shares; 2025Q4: 8,673 shares 8,673 $1.61M 0.05% +1,198 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: 15,739 shares; 2024Q4: 16,763 shares; 2025Q1: 19,003 shares; 2025Q2: 16,800 shares; 2025Q3: 17,397 shares; 2025Q4: 15,877 shares 15,877 $1.6M 0.05% -1,520 Timeline IGHG 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: not reported; 2025Q3: 20,958 shares; 2025Q4: 20,128 shares 20,128 $1.58M 0.05% -830 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: 31,769 shares; 2024Q4: 4,580 shares; 2025Q1: 45,627 shares; 2025Q2: 12,701 shares; 2025Q3: 51,288 shares; 2025Q4: 15,821 shares 15,821 $1.57M 0.05% -35,467 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: 7,318 shares; 2024Q4: not reported; 2025Q1: 6,508 shares; 2025Q2: 6,433 shares; 2025Q3: 6,808 shares; 2025Q4: 24,230 shares 24,230 $1.56M 0.05% +17,422 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: 4,260 shares; 2024Q4: 4,276 shares; 2025Q1: 2,979 shares; 2025Q2: 8,127 shares; 2025Q3: 7,719 shares; 2025Q4: 16,939 shares 16,939 $1.55M 0.05% +9,220 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: 30,104 shares; 2024Q4: 247,732 shares; 2025Q1: 60,837 shares; 2025Q2: 60,837 shares; 2025Q3: 61,753 shares; 2025Q4: 64,274 shares 64,274 $1.55M 0.05% +2,521 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,224 shares; 2024Q4: 6,778 shares; 2025Q1: 7,005 shares; 2025Q2: 7,104 shares; 2025Q3: 5,886 shares; 2025Q4: 5,381 shares 5,381 $1.52M 0.05% -505 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 $1.51M 0.05% 0 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS 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: 55,795 shares; 2025Q2: 55,795 shares; 2025Q3: 55,695 shares; 2025Q4: 55,695 shares 55,695 $1.49M 0.05% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,394 shares; 2025Q1: 27,394 shares; 2025Q2: 22,245 shares; 2025Q3: 17,918 shares; 2025Q4: 14,667 shares 14,667 $1.47M 0.05% -3,251 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: 23,881 shares; 2024Q4: 21,937 shares; 2025Q1: 21,802 shares; 2025Q2: 25,034 shares; 2025Q3: 29,055 shares; 2025Q4: 4,174 shares 4,174 $1.46M 0.05% -24,881 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: 4,861 shares; 2024Q4: 5,476 shares; 2025Q1: 5,510 shares; 2025Q2: 23,689 shares; 2025Q3: 5,535 shares; 2025Q4: 7,839 shares 7,839 $1.44M 0.05% +2,304 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 37,445 shares; 2025Q1: 30,948 shares; 2025Q2: 24,262 shares; 2025Q3: 17,710 shares; 2025Q4: 18,708 shares 18,708 $1.42M 0.05% +998 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,701 shares; 2025Q4: 27,662 shares 27,662 $1.42M 0.05% -39 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,336 shares; 2024Q4: 38,210 shares; 2025Q1: 45,863 shares; 2025Q2: 44,836 shares; 2025Q3: 47,349 shares; 2025Q4: 31,295 shares 31,295 $1.37M 0.04% -16,054 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,354 shares; 2025Q2: 18,349 shares; 2025Q3: 25,947 shares; 2025Q4: 56,800 shares 56,800 $1.35M 0.04% +30,853 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: 72,038 shares; 2024Q4: 71,757 shares; 2025Q1: 65,746 shares; 2025Q2: 32,528 shares; 2025Q3: 34,315 shares; 2025Q4: 8,246 shares 8,246 $1.33M 0.04% -26,069 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,371 shares; 2025Q4: 16,958 shares 16,958 $1.31M 0.04% +587 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,453 shares; 2025Q1: 1,063 shares; 2025Q2: not reported; 2025Q3: 5,192 shares; 2025Q4: 4,890 shares 4,890 $1.26M 0.04% -302 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337 shares; 2025Q1: 2,151 shares; 2025Q2: 1,334 shares; 2025Q3: 1,384 shares; 2025Q4: 8,070 shares 8,070 $1.24M 0.04% +6,686 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 5,070 shares; 2025Q1: 5,597 shares; 2025Q2: 13,272 shares; 2025Q3: 13,345 shares; 2025Q4: 18,064 shares 18,064 $1.23M 0.04% +4,719 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: 15,459 shares; 2024Q4: 16,164 shares; 2025Q1: 17,720 shares; 2025Q2: 14,887 shares; 2025Q3: 15,788 shares; 2025Q4: 26,282 shares 26,282 $1.18M 0.04% +10,494 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 49,434 shares; 2025Q4: 64,991 shares 64,991 $1.18M 0.04% +15,557 Timeline IDV 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: 24,126 shares; 2025Q3: 41,202 shares; 2025Q4: 29,739 shares 29,739 $1.17M 0.04% -11,463 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: 3,601 shares; 2024Q4: 4,485 shares; 2025Q1: 2,757 shares; 2025Q2: not reported; 2025Q3: 2,777 shares; 2025Q4: 13,848 shares 13,848 $1.15M 0.04% +11,071 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,975 shares; 2025Q4: 3,835 shares 3,835 $1.11M 0.04% -140 Timeline EWJ 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: 14,627 shares; 2024Q4: 12,328 shares; 2025Q1: 12,227 shares; 2025Q2: 12,290 shares; 2025Q3: 13,546 shares; 2025Q4: 13,527 shares 13,527 $1.09M 0.04% -19 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: 2,933 shares; 2024Q4: 3,625 shares; 2025Q1: 3,640 shares; 2025Q2: 3,062 shares; 2025Q3: 22,215 shares; 2025Q4: 2,909 shares 2,909 $1.08M 0.04% -19,306 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,102 shares; 2024Q4: 7,914 shares; 2025Q1: 6,106 shares; 2025Q2: 5,977 shares; 2025Q3: 6,435 shares; 2025Q4: 6,189 shares 6,189 $1.04M 0.03% -246 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: 16,124 shares; 2024Q4: 45,943 shares; 2025Q1: 46,613 shares; 2025Q2: 45,960 shares; 2025Q3: 45,960 shares; 2025Q4: 39,960 shares 39,960 $1.03M 0.03% -6,000 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: 6,831 shares; 2024Q4: 5,166 shares; 2025Q1: 8,347 shares; 2025Q2: 6,557 shares; 2025Q3: 8,483 shares; 2025Q4: 12,757 shares 12,757 $1.03M 0.03% +4,274 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: 8,880 shares; 2024Q4: 8,880 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,880 shares; 2025Q4: 17,760 shares 17,760 $1.03M 0.03% +8,880 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: 5,860 shares; 2024Q4: 6,603 shares; 2025Q1: 6,114 shares; 2025Q2: 5,989 shares; 2025Q3: 14,155 shares; 2025Q4: 5,358 shares 5,358 $1.03M 0.03% -8,797 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,500 shares; 2025Q1: 18,626 shares; 2025Q2: 17,065 shares; 2025Q3: 22,260 shares; 2025Q4: 20,580 shares 20,580 $1.03M 0.03% -1,680 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 1,687 shares 1,687 $1.02M 0.03% +1,300 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,876 shares; 2025Q1: 19,776 shares; 2025Q2: 19,776 shares; 2025Q3: 19,776 shares; 2025Q4: 19,910 shares 19,910 $1.02M 0.03% +134 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: 3,714 shares; 2024Q4: 5,503 shares; 2025Q1: 3,626 shares; 2025Q2: 632 shares; 2025Q3: 3,136 shares; 2025Q4: 3,166 shares 3,166 $1.01M 0.03% +30 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,057 shares; 2025Q1: 5,597 shares; 2025Q2: 4,085 shares; 2025Q3: 5,568 shares; 2025Q4: 11,203 shares 11,203 $1M 0.03% +5,635 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,799 shares; 2024Q4: 9,800 shares; 2025Q1: 11,824 shares; 2025Q2: 10,994 shares; 2025Q3: 10,995 shares; 2025Q4: 10,846 shares 10,846 $991K 0.03% -149 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: 11,785 shares; 2024Q4: 7,867 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,884 shares; 2025Q4: 4,885 shares 4,885 $991K 0.03% +1 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: not reported; 2025Q4: 490 shares 490 $987K 0.03% 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: 6,055 shares; 2024Q4: 11,160 shares; 2025Q1: 8,489 shares; 2025Q2: 3,358 shares; 2025Q3: 8,053 shares; 2025Q4: 2,105 shares 2,105 $983K 0.03% -5,948 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: 213 shares; 2025Q2: not reported; 2025Q3: 578 shares; 2025Q4: 576 shares 576 $974K 0.03% -2 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 1,243 shares; 2025Q1: 1,604 shares; 2025Q2: 894 shares; 2025Q3: 877 shares; 2025Q4: 1,067 shares 1,067 $969K 0.03% +190 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,898 shares; 2025Q4: 22,491 shares 22,491 $945K 0.03% +13,593 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,223 shares; 2024Q4: 6,411 shares; 2025Q1: 25,667 shares; 2025Q2: 101,731 shares; 2025Q3: 95,408 shares; 2025Q4: 14,511 shares 14,511 $932K 0.03% -80,897 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,971 shares; 2024Q4: not reported; 2025Q1: 7,488 shares; 2025Q2: 5,800 shares; 2025Q3: 4,413 shares; 2025Q4: 5,224 shares 5,224 $927K 0.03% +811 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: 5,134 shares; 2024Q4: 6,098 shares; 2025Q1: 6,101 shares; 2025Q2: 6,513 shares; 2025Q3: 7,161 shares; 2025Q4: 3,790 shares 3,790 $919K 0.03% -3,371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,935 shares 18,935 $915K 0.03% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,708 shares; 2024Q4: 16,708 shares; 2025Q1: 16,708 shares; 2025Q2: 16,711 shares; 2025Q3: 16,708 shares; 2025Q4: 16,708 shares 16,708 $912K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,468 shares 9,468 $910K 0.03% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,924 shares; 2025Q3: not reported; 2025Q4: 9,110 shares 9,110 $904K 0.03% new 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: 21,478 shares; 2024Q4: 20,628 shares; 2025Q1: 17,228 shares; 2025Q2: 17,540 shares; 2025Q3: 18,510 shares; 2025Q4: 18,028 shares 18,028 $892K 0.03% -482 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: 7,422 shares; 2024Q4: 2,087 shares; 2025Q1: 5,266 shares; 2025Q2: 2,366 shares; 2025Q3: 6,042 shares; 2025Q4: 3,926 shares 3,926 $888K 0.03% -2,116 Timeline SPYD 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: 74,744 shares; 2025Q1: 4,852 shares; 2025Q2: 51,325 shares; 2025Q3: not reported; 2025Q4: 20,487 shares 20,487 $886K 0.03% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,079 shares; 2024Q4: 90,995 shares; 2025Q1: not reported; 2025Q2: 15,772 shares; 2025Q3: 15,990 shares; 2025Q4: 14,579 shares 14,579 $826K 0.03% -1,411 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: not reported; 2025Q3: 15,916 shares; 2025Q4: 10,350 shares 10,350 $825K 0.03% -5,566 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,922 shares 4,922 $819K 0.03% new Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 3,579 shares 3,579 $811K 0.03% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,168 shares; 2025Q3: 4,601 shares; 2025Q4: 6,640 shares 6,640 $808K 0.03% +2,039 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,970 shares; 2025Q2: 9,412 shares; 2025Q3: 11,182 shares; 2025Q4: 12,892 shares 12,892 $797K 0.03% +1,710 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 9,742 shares 9,742 $794K 0.03% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,572 shares; 2024Q4: 10,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,400 shares; 2025Q4: 40,461 shares 40,461 $783K 0.03% +61 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,080 shares; 2024Q4: 17,757 shares; 2025Q1: 23,077 shares; 2025Q2: 23,907 shares; 2025Q3: 25,317 shares; 2025Q4: 17,150 shares 17,150 $763K 0.03% -8,167 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: 810 shares; 2025Q1: 910 shares; 2025Q2: 594 shares; 2025Q3: 799 shares; 2025Q4: 705 shares 705 $755K 0.02% -94 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS 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: 26,794 shares 26,794 $747K 0.02% new 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: 13,295 shares; 2025Q4: 13,989 shares 13,989 $747K 0.02% +694 Timeline FLOT 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: 6,382 shares; 2024Q4: 6,522 shares; 2025Q1: 8,002 shares; 2025Q2: 7,556 shares; 2025Q3: 14,419 shares; 2025Q4: 14,567 shares 14,567 $741K 0.02% +148 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: 3,178 shares; 2025Q3: 9,892 shares; 2025Q4: 9,177 shares 9,177 $736K 0.02% -715 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,414 shares; 2025Q1: 3,177 shares; 2025Q2: 3,641 shares; 2025Q3: 3,062 shares; 2025Q4: 2,345 shares 2,345 $733K 0.02% -717 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 55,944 shares; 2025Q3: 44,522 shares; 2025Q4: 45,535 shares 45,535 $732K 0.02% +1,013 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 543 shares 543 $722K 0.02% 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: 12,665 shares; 2024Q4: 18,249 shares; 2025Q1: 40,423 shares; 2025Q2: 41,628 shares; 2025Q3: 24,342 shares; 2025Q4: 12,202 shares 12,202 $716K 0.02% -12,140 Timeline IGEB 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: 83,859 shares; 2024Q4: 8,430 shares; 2025Q1: 11,800 shares; 2025Q2: 12,401 shares; 2025Q3: 11,604 shares; 2025Q4: 15,557 shares 15,557 $710K 0.02% +3,953 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 13,310 shares; 2025Q1: 13,310 shares; 2025Q2: 13,319 shares; 2025Q3: 13,310 shares; 2025Q4: 8,300 shares 8,300 $709K 0.02% -5,010 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,000 shares; 2025Q4: 2,419 shares 2,419 $694K 0.02% -33,581 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,350 shares; 2024Q4: 30,650 shares; 2025Q1: 30,850 shares; 2025Q2: 30,550 shares; 2025Q3: 30,050 shares; 2025Q4: 20,154 shares 20,154 $690K 0.02% -9,896 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,641 shares; 2024Q4: 180,292 shares; 2025Q1: 197,948 shares; 2025Q2: 20,575 shares; 2025Q3: 176,500 shares; 2025Q4: 12,805 shares 12,805 $690K 0.02% -163,695 Timeline AOM 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: 17,566 shares; 2024Q4: 16,593 shares; 2025Q1: 15,111 shares; 2025Q2: 15,115 shares; 2025Q3: 15,107 shares; 2025Q4: 14,391 shares 14,391 $687K 0.02% -716 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,005 shares 14,005 $683K 0.02% new 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: 1,569 shares; 2024Q4: 1,671 shares; 2025Q1: 1,663 shares; 2025Q2: 4,936 shares; 2025Q3: 5,689 shares; 2025Q4: 1,042 shares 1,042 $681K 0.02% -4,647 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,471 shares; 2025Q1: 5,978 shares; 2025Q2: 5,483 shares; 2025Q3: 5,465 shares; 2025Q4: 6,216 shares 6,216 $674K 0.02% +751 Timeline ACLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,473 shares; 2025Q4: 8,471 shares 8,471 $664K 0.02% -2 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,212 shares; 2024Q4: 7,242 shares; 2025Q1: 7,328 shares; 2025Q2: 6,682 shares; 2025Q3: 18,298 shares; 2025Q4: 20,868 shares 20,868 $662K 0.02% +2,570 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 12,256 shares; 2025Q4: 14,866 shares 14,866 $662K 0.02% +2,610 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,564 shares; 2024Q4: 19,927 shares; 2025Q1: 12,556 shares; 2025Q2: 12,277 shares; 2025Q3: 12,055 shares; 2025Q4: 8,742 shares 8,742 $656K 0.02% -3,313 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 1,864 shares; 2025Q4: 1,109 shares 1,109 $641K 0.02% -755 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 2,048 shares; 2025Q2: 2,052 shares; 2025Q3: 2,018 shares; 2025Q4: 2,218 shares 2,218 $633K 0.02% +200 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,183 shares; 2024Q4: 6,021 shares; 2025Q1: 8,861 shares; 2025Q2: 8,543 shares; 2025Q3: 8,937 shares; 2025Q4: 12,032 shares 12,032 $631K 0.02% +3,095 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 4,348 shares; 2025Q1: 7,070 shares; 2025Q2: 1,347 shares; 2025Q3: 4,553 shares; 2025Q4: 3,564 shares 3,564 $621K 0.02% -989 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,502 shares; 2025Q1: 10,243 shares; 2025Q2: 10,252 shares; 2025Q3: 10,587 shares; 2025Q4: 7,087 shares 7,087 $604K 0.02% -3,500 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,167 shares; 2024Q4: 44,162 shares; 2025Q1: 44,436 shares; 2025Q2: 42,124 shares; 2025Q3: 41,616 shares; 2025Q4: 42,055 shares 42,055 $604K 0.02% +439 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: 2,475 shares; 2024Q4: 3,480 shares; 2025Q1: 2,727 shares; 2025Q2: 2,808 shares; 2025Q3: 1,635 shares; 2025Q4: 1,484 shares 1,484 $590K 0.02% -151 Timeline RDVI 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: 47,454 shares; 2024Q4: 47,454 shares; 2025Q1: 45,250 shares; 2025Q2: 33,129 shares; 2025Q3: 33,350 shares; 2025Q4: 22,450 shares 22,450 $589K 0.02% -10,900 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: 1,673 shares; 2024Q4: 965 shares; 2025Q1: 958 shares; 2025Q2: 928 shares; 2025Q3: 919 shares; 2025Q4: 669 shares 669 $588K 0.02% -250 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,390 shares 32,390 $580K 0.02% new 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: 6,134 shares; 2024Q4: 6,394 shares; 2025Q1: 4,076 shares; 2025Q2: 5,949 shares; 2025Q3: 7,836 shares; 2025Q4: 11,386 shares 11,386 $578K 0.02% +3,550 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 15,304 shares 15,304 $578K 0.02% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,825 shares; 2025Q1: 5,283 shares; 2025Q2: 5,118 shares; 2025Q3: 4,997 shares; 2025Q4: 5,376 shares 5,376 $574K 0.02% +379 Timeline TDVI 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: 33,700 shares; 2025Q4: 20,450 shares 20,450 $567K 0.02% -13,250 Timeline PYLD 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: not reported; 2024Q4: 11,570 shares; 2025Q1: 12,349 shares; 2025Q2: 12,196 shares; 2025Q3: 15,918 shares; 2025Q4: 20,956 shares 20,956 $562K 0.02% +5,038 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,719 shares; 2024Q4: 13,237 shares; 2025Q1: 13,389 shares; 2025Q2: 14,608 shares; 2025Q3: 14,349 shares; 2025Q4: 12,047 shares 12,047 $559K 0.02% -2,302 Timeline RSBY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,256 shares 36,256 $558K 0.02% new 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: 5,250 shares; 2024Q4: 5,900 shares; 2025Q1: 8,656 shares; 2025Q2: 9,212 shares; 2025Q3: 9,817 shares; 2025Q4: 5,742 shares 5,742 $556K 0.02% -4,075 Timeline PKW 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: 4,101 shares 4,101 $551K 0.02% new Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,072 shares; 2024Q4: 31,072 shares; 2025Q1: 31,146 shares; 2025Q2: 31,072 shares; 2025Q3: 31,072 shares; 2025Q4: 31,072 shares 31,072 $549K 0.02% 0 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,557 shares 8,557 $527K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 903 shares 903 $523K 0.02% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,239 shares 19,239 $522K 0.02% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,612 shares; 2025Q4: 11,750 shares 11,750 $522K 0.02% +138 Timeline SPYX 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: 9,133 shares; 2025Q4: 9,268 shares 9,268 $521K 0.02% +135 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: 1,420 shares; 2024Q4: not reported; 2025Q1: 2,091 shares; 2025Q2: 2,079 shares; 2025Q3: 1,864 shares; 2025Q4: 2,266 shares 2,266 $519K 0.02% +402 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: 73,529 shares; 2024Q4: 39,516 shares; 2025Q1: 90,599 shares; 2025Q2: 50,366 shares; 2025Q3: 55,476 shares; 2025Q4: 2,646 shares 2,646 $516K 0.02% -52,830 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: 11,735 shares; 2025Q2: not reported; 2025Q3: 10,146 shares; 2025Q4: 13,639 shares 13,639 $510K 0.02% +3,493 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: 2,927 shares; 2024Q4: 11,500 shares; 2025Q1: 24,787 shares; 2025Q2: 24,079 shares; 2025Q3: 5,143 shares; 2025Q4: 10,189 shares 10,189 $510K 0.02% +5,046 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,987 shares; 2024Q4: 60,506 shares; 2025Q1: 53,444 shares; 2025Q2: 49,747 shares; 2025Q3: 39,959 shares; 2025Q4: 27,759 shares 27,759 $506K 0.02% -12,200 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,948 shares; 2024Q4: 40,810 shares; 2025Q1: 23,131 shares; 2025Q2: 17,513 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares 10,779 $491K 0.02% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 18,560 shares; 2025Q1: 18,463 shares; 2025Q2: 13,458 shares; 2025Q3: 14,494 shares; 2025Q4: 24,549 shares 24,549 $484K 0.02% +10,055 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 5,268 shares; 2025Q4: 8,107 shares 8,107 $479K 0.02% +2,839 Timeline INSM INSMED INC More: the full row for INSMED 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: 2,732 shares 2,732 $475K 0.02% new Timeline EWJV 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: 11,846 shares 11,846 $471K 0.02% new Timeline PFM 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: 17,283 shares; 2024Q4: 56,947 shares; 2025Q1: 152,414 shares; 2025Q2: 17,283 shares; 2025Q3: not reported; 2025Q4: 9,026 shares 9,026 $465K 0.02% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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: 2,276 shares; 2025Q2: 7,110 shares; 2025Q3: 10,982 shares; 2025Q4: 4,191 shares 4,191 $463K 0.02% -6,791 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 44,954 shares; 2025Q1: 47,463 shares; 2025Q2: 49,184 shares; 2025Q3: 48,963 shares; 2025Q4: 22,730 shares 22,730 $460K 0.02% -26,233 Timeline MUNI 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: not reported; 2024Q4: 43,910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 8,706 shares 8,706 $458K 0.02% -30 Timeline GRID 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: 2,701 shares; 2024Q4: 3,576 shares; 2025Q1: 4,177 shares; 2025Q2: 4,605 shares; 2025Q3: 4,980 shares; 2025Q4: 2,979 shares 2,979 $456K 0.01% -2,001 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,564 shares; 2025Q1: 1,696 shares; 2025Q2: 1,734 shares; 2025Q3: 1,639 shares; 2025Q4: 889 shares 889 $454K 0.01% -750 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,962 shares; 2025Q3: not reported; 2025Q4: 16,287 shares 16,287 $451K 0.01% new 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: not reported; 2024Q4: 61,867 shares; 2025Q1: 20,441 shares; 2025Q2: 12,121 shares; 2025Q3: 8,809 shares; 2025Q4: 5,859 shares 5,859 $451K 0.01% -2,950 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 13,943 shares; 2025Q1: 13,205 shares; 2025Q2: 7,426 shares; 2025Q3: 7,426 shares; 2025Q4: 3,897 shares 3,897 $449K 0.01% -3,529 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares 10,500 $441K 0.01% new Timeline IGLD 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: 20,277 shares; 2025Q4: 17,500 shares 17,500 $438K 0.01% -2,777 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,282 shares; 2025Q1: 12,509 shares; 2025Q2: 11,517 shares; 2025Q3: 27,371 shares; 2025Q4: 14,876 shares 14,876 $435K 0.01% -12,495 Timeline IREN IREN LIMITED More: the full row for IREN 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: 11,522 shares 11,522 $435K 0.01% new 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: 5,470 shares; 2025Q3: 5,233 shares; 2025Q4: 5,026 shares 5,026 $435K 0.01% -207 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: 8,396 shares; 2024Q4: 8,426 shares; 2025Q1: 8,201 shares; 2025Q2: 3,712 shares; 2025Q3: 1,980 shares; 2025Q4: 899 shares 899 $435K 0.01% -1,081 Timeline AIRR 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: 3,550 shares; 2024Q4: 4,050 shares; 2025Q1: 3,700 shares; 2025Q2: 5,335 shares; 2025Q3: 6,684 shares; 2025Q4: 4,407 shares 4,407 $433K 0.01% -2,277 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,412 shares; 2025Q1: 4,460 shares; 2025Q2: not reported; 2025Q3: 5,906 shares; 2025Q4: 5,812 shares 5,812 $430K 0.01% -94 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: 96,892 shares; 2024Q4: 38,758 shares; 2025Q1: 7,197 shares; 2025Q2: 9,139 shares; 2025Q3: 5,263 shares; 2025Q4: 4,882 shares 4,882 $426K 0.01% -381 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,477 shares; 2025Q1: 1,472 shares; 2025Q2: 1,912 shares; 2025Q3: 1,913 shares; 2025Q4: 1,614 shares 1,614 $418K 0.01% -299 Timeline IDLV 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: 14,807 shares; 2024Q4: 15,085 shares; 2025Q1: 14,527 shares; 2025Q2: 13,415 shares; 2025Q3: 14,137 shares; 2025Q4: 11,885 shares 11,885 $403K 0.01% -2,252 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,731 shares; 2025Q1: not reported; 2025Q2: 124,263 shares; 2025Q3: 122,796 shares; 2025Q4: 5,057 shares 5,057 $401K 0.01% -117,739 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: 3,182 shares; 2024Q4: 60,354 shares; 2025Q1: 3,456 shares; 2025Q2: 47,364 shares; 2025Q3: 28,125 shares; 2025Q4: 3,448 shares 3,448 $400K 0.01% -24,677 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 1,058 shares; 2025Q1: 2,058 shares; 2025Q2: 3,806 shares; 2025Q3: 3,663 shares; 2025Q4: 1,733 shares 1,733 $398K 0.01% -1,930 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 225 shares; 2025Q1: 1,942 shares; 2025Q2: 2,064 shares; 2025Q3: 2,104 shares; 2025Q4: 2,429 shares 2,429 $398K 0.01% +325 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,334 shares 79,334 $396K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,263 shares; 2024Q4: 28,463 shares; 2025Q1: 40,286 shares; 2025Q2: 38,966 shares; 2025Q3: 36,915 shares; 2025Q4: 3,370 shares 3,370 $395K 0.01% -33,545 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,390 shares 6,390 $392K 0.01% new Timeline LTPZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,526 shares 7,526 $391K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,986 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 915 shares 915 $386K 0.01% +402 Timeline ICLN 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: 23,475 shares 23,475 $386K 0.01% new 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: 34,592 shares; 2024Q4: 15,801 shares; 2025Q1: 18,738 shares; 2025Q2: 26,567 shares; 2025Q3: 28,013 shares; 2025Q4: 3,477 shares 3,477 $383K 0.01% -24,536 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: 1,120 shares; 2024Q4: 1,918 shares; 2025Q1: 1,619 shares; 2025Q2: 1,379 shares; 2025Q3: 2,021 shares; 2025Q4: 1,261 shares 1,261 $381K 0.01% -760 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: 2,379 shares; 2024Q4: 2,094 shares; 2025Q1: 2,162 shares; 2025Q2: 2,287 shares; 2025Q3: 1,694 shares; 2025Q4: 1,620 shares 1,620 $375K 0.01% -74 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 7,801 shares; 2025Q1: 8,209 shares; 2025Q2: 7,505 shares; 2025Q3: 5,330 shares; 2025Q4: 7,190 shares 7,190 $366K 0.01% +1,860 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 2,797 shares; 2025Q1: 2,813 shares; 2025Q2: 2,831 shares; 2025Q3: 2,896 shares; 2025Q4: 2,896 shares 2,896 $365K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,611 shares; 2024Q4: 55,225 shares; 2025Q1: 360,103 shares; 2025Q2: 176,279 shares; 2025Q3: 308,841 shares; 2025Q4: 13,209 shares 13,209 $363K 0.01% -295,632 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: 4,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,169 shares; 2025Q3: 5,875 shares; 2025Q4: 7,147 shares 7,147 $363K 0.01% +1,272 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 4,464 shares; 2025Q1: 4,897 shares; 2025Q2: 3,344 shares; 2025Q3: 3,359 shares; 2025Q4: 4,095 shares 4,095 $362K 0.01% +736 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 3,895 shares; 2025Q4: 4,295 shares 4,295 $360K 0.01% +400 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,463 shares; 2024Q4: 72,270 shares; 2025Q1: 70,560 shares; 2025Q2: 60,698 shares; 2025Q3: 2,997 shares; 2025Q4: 1,766 shares 1,766 $353K 0.01% -1,231 Timeline EELV 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: 14,827 shares; 2024Q4: 14,866 shares; 2025Q1: 14,137 shares; 2025Q2: 14,634 shares; 2025Q3: 15,505 shares; 2025Q4: 12,822 shares 12,822 $352K 0.01% -2,683 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,803 shares; 2025Q4: 4,852 shares 4,852 $348K 0.01% +49 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,586 shares 10,586 $344K 0.01% new Timeline EAGG 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: 7,092 shares; 2025Q4: 7,187 shares 7,187 $344K 0.01% +95 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,039 shares 3,039 $343K 0.01% -600 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,292 shares 8,292 $343K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,169 shares; 2025Q3: 31,412 shares; 2025Q4: 45,552 shares 45,552 $343K 0.01% +14,140 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: 4,313 shares; 2024Q4: 5,495 shares; 2025Q1: 7,044 shares; 2025Q2: 3,870 shares; 2025Q3: 6,459 shares; 2025Q4: 6,299 shares 6,299 $333K 0.01% -160 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,124 shares; 2025Q1: 2,108 shares; 2025Q2: 1,890 shares; 2025Q3: 1,889 shares; 2025Q4: 1,841 shares 1,841 $332K 0.01% -48 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,474 shares; 2025Q4: 6,524 shares 6,524 $329K 0.01% +50 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,370 shares; 2025Q1: 2,350 shares; 2025Q2: 2,370 shares; 2025Q3: 2,469 shares; 2025Q4: 2,549 shares 2,549 $325K 0.01% +80 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,465 shares; 2024Q4: 33,059 shares; 2025Q1: 25,677 shares; 2025Q2: 26,478 shares; 2025Q3: 23,729 shares; 2025Q4: 12,381 shares 12,381 $324K 0.01% -11,348 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $323K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 23,987 shares; 2025Q3: 2,340 shares; 2025Q4: 2,424 shares 2,424 $322K 0.01% +84 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares 717 $320K 0.01% new KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,340 shares 4,340 $318K 0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 1,836 shares; 2025Q1: not reported; 2025Q2: 8,440 shares; 2025Q3: 8,447 shares; 2025Q4: 8,361 shares 8,361 $317K 0.01% -86 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,540 shares 4,540 $317K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,047 shares; 2025Q3: 1,008 shares; 2025Q4: 1,271 shares 1,271 $314K 0.01% +263 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: 2,201 shares; 2025Q2: 2,753 shares; 2025Q3: 2,253 shares; 2025Q4: 3,045 shares 3,045 $312K 0.01% +792 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,573 shares 10,573 $310K 0.01% new Timeline TRFK 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: 5,820 shares; 2025Q4: 4,783 shares 4,783 $306K 0.01% -1,037 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: 3,135 shares; 2024Q4: 12,945 shares; 2025Q1: 12,547 shares; 2025Q2: 10,748 shares; 2025Q3: 10,581 shares; 2025Q4: 9,189 shares 9,189 $300K 0.01% -1,392 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 6,380 shares; 2025Q1: 7,577 shares; 2025Q2: 7,699 shares; 2025Q3: 7,816 shares; 2025Q4: 8,136 shares 8,136 $299K 0.01% +320 Timeline AUSF 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: 7,990 shares; 2024Q4: 7,990 shares; 2025Q1: 9,529 shares; 2025Q2: 9,529 shares; 2025Q3: 6,435 shares; 2025Q4: 6,435 shares 6,435 $299K 0.01% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 11,536 shares; 2025Q1: 13,506 shares; 2025Q2: not reported; 2025Q3: 10,129 shares; 2025Q4: 4,194 shares 4,194 $297K 0.01% -5,935 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 3,289 shares; 2025Q2: 3,289 shares; 2025Q3: 3,289 shares; 2025Q4: 3,289 shares 3,289 $296K 0.01% 0 Timeline EFAV 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: 3,809 shares; 2024Q4: 3,612 shares; 2025Q1: 3,639 shares; 2025Q2: 3,524 shares; 2025Q3: 3,496 shares; 2025Q4: 3,403 shares 3,403 $294K 0.01% -93 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 5,000 shares 5,000 $293K 0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,503 shares; 2024Q4: 30,307 shares; 2025Q1: 33,160 shares; 2025Q2: 38,264 shares; 2025Q3: 38,016 shares; 2025Q4: 15,574 shares 15,574 $293K 0.01% -22,442 Timeline DOGG 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: 25,250 shares; 2025Q4: 14,100 shares 14,100 $293K 0.01% -11,150 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,431 shares; 2025Q1: 3,770 shares; 2025Q2: 3,446 shares; 2025Q3: 3,438 shares; 2025Q4: 3,012 shares 3,012 $293K 0.01% -426 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,552 shares; 2024Q4: 15,752 shares; 2025Q1: 17,702 shares; 2025Q2: 18,452 shares; 2025Q3: 18,752 shares; 2025Q4: 11,002 shares 11,002 $290K 0.01% -7,750 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 12,494 shares; 2025Q1: 12,684 shares; 2025Q2: 11,736 shares; 2025Q3: 11,769 shares; 2025Q4: 11,461 shares 11,461 $288K 0.01% -308 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,558 shares 7,558 $286K 0.01% new Timeline JNK 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: 3,823 shares; 2024Q4: 9,471 shares; 2025Q1: 3,445 shares; 2025Q2: 3,298 shares; 2025Q3: 3,298 shares; 2025Q4: 2,937 shares 2,937 $286K 0.01% -361 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 5,400 shares 5,400 $285K 0.01% +900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares 638 $284K 0.01% 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: 2,215 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 1,085 shares; 2025Q4: 793 shares 793 $280K 0.01% -292 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: 4,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,044 shares; 2025Q3: 1,732 shares; 2025Q4: 1,815 shares 1,815 $279K 0.01% +83 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 5,444 shares; 2025Q1: 16,158 shares; 2025Q2: 8,174 shares; 2025Q3: 4,174 shares; 2025Q4: 2,449 shares 2,449 $274K 0.01% -1,725 Timeline DFII 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: 16,978 shares; 2025Q4: 15,300 shares 15,300 $273K 0.01% -1,678 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 6,602 shares; 2025Q1: 9,672 shares; 2025Q2: 4,230 shares; 2025Q3: 4,656 shares; 2025Q4: 1,409 shares 1,409 $273K 0.01% -3,247 Timeline FALN 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: 68,352 shares; 2024Q4: 11,078 shares; 2025Q1: 18,823 shares; 2025Q2: 14,535 shares; 2025Q3: not reported; 2025Q4: 9,897 shares 9,897 $270K 0.01% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 3,522 shares 3,522 $268K 0.01% new Timeline PPA 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: 2,605 shares; 2025Q1: 2,730 shares; 2025Q2: 2,682 shares; 2025Q3: 2,683 shares; 2025Q4: 1,708 shares 1,708 $267K 0.01% -975 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: 1,235 shares; 2024Q4: 49,844 shares; 2025Q1: 36,946 shares; 2025Q2: 32,702 shares; 2025Q3: 1,506 shares; 2025Q4: 1,033 shares 1,033 $267K 0.01% -473 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 752 shares; 2025Q3: 857 shares; 2025Q4: 851 shares 851 $267K 0.01% -6 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: 75,761 shares; 2024Q4: 77,471 shares; 2025Q1: 75,839 shares; 2025Q2: 2,769 shares; 2025Q3: 4,850 shares; 2025Q4: 2,643 shares 2,643 $264K 0.01% -2,207 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,954 shares; 2025Q1: 1,866 shares; 2025Q2: 1,578 shares; 2025Q3: 1,605 shares; 2025Q4: 1,563 shares 1,563 $263K 0.01% -42 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING 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: 13,608 shares 13,608 $261K 0.01% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,254 shares 9,254 $260K 0.01% new 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: 6,391 shares; 2024Q4: 5,978 shares; 2025Q1: 5,973 shares; 2025Q2: 6,026 shares; 2025Q3: 5,806 shares; 2025Q4: 2,149 shares 2,149 $258K 0.01% -3,657 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,006 shares 3,006 $252K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,924 shares; 2025Q3: 20,069 shares; 2025Q4: 17,390 shares 17,390 $249K 0.01% -2,679 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,813 shares 4,813 $249K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,919 shares; 2025Q4: 2,919 shares 2,919 $249K 0.01% 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: 5,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,998 shares 2,998 $242K 0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,155 shares; 2024Q4: 208,308 shares; 2025Q1: 125,730 shares; 2025Q2: 124,761 shares; 2025Q3: 15,697 shares; 2025Q4: 2,103 shares 2,103 $240K 0.01% -13,594 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,170 shares; 2025Q4: 3,983 shares 3,983 $239K 0.01% -1,187 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 6,588 shares; 2025Q1: 6,501 shares; 2025Q2: not reported; 2025Q3: 5,278 shares; 2025Q4: 5,572 shares 5,572 $239K 0.01% +294 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,727 shares; 2025Q3: 2,846 shares; 2025Q4: 2,855 shares 2,855 $239K 0.01% +9 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,132 shares; 2025Q4: 937 shares 937 $237K 0.01% -195 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: 1,116 shares; 2024Q4: 1,319 shares; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: 782 shares; 2025Q4: 704 shares 704 $237K 0.01% -78 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: 2,019 shares; 2024Q4: 2,021 shares; 2025Q1: 2,176 shares; 2025Q2: 2,176 shares; 2025Q3: 2,810 shares; 2025Q4: 841 shares 841 $235K 0.01% -1,969 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: 1,332 shares; 2024Q4: not reported; 2025Q1: 1,156 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,039 shares 1,039 $234K 0.01% -83 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $233K 0.01% 0 Timeline IHI 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: 4,642 shares; 2024Q4: 5,460 shares; 2025Q1: 5,070 shares; 2025Q2: 4,867 shares; 2025Q3: 4,737 shares; 2025Q4: 3,741 shares 3,741 $233K 0.01% -996 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $230K 0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares 380 $230K 0.01% new Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,096 shares 10,096 $228K 0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,098 shares; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares 4,100 $227K 0.01% 0 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: 72,994 shares; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: not reported; 2025Q3: 3,334 shares; 2025Q4: 2,824 shares 2,824 $227K 0.01% -510 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: 1,430 shares; 2024Q4: 1,675 shares; 2025Q1: 1,531 shares; 2025Q2: 1,640 shares; 2025Q3: 1,531 shares; 2025Q4: 1,063 shares 1,063 $224K 0.01% -468 Timeline UXI 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: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $223K 0.01% 0 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: 3,716 shares; 2024Q4: 4,841 shares; 2025Q1: 4,699 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares; 2025Q4: 3,536 shares 3,536 $215K 0.01% -132 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: 5,898 shares; 2024Q4: 5,883 shares; 2025Q1: 5,786 shares; 2025Q2: 6,217 shares; 2025Q3: 5,978 shares; 2025Q4: 2,915 shares 2,915 $214K 0.01% -3,063 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,689 shares; 2025Q2: 14,957 shares; 2025Q3: 1,252 shares; 2025Q4: 1,229 shares 1,229 $213K 0.01% -23 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: 17,824 shares; 2024Q4: 15,259 shares; 2025Q1: 15,032 shares; 2025Q2: 14,728 shares; 2025Q3: 14,177 shares; 2025Q4: 3,217 shares 3,217 $212K 0.01% -10,960 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares 2,105 $211K 0.01% new Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 4,499 shares; 2025Q1: 4,381 shares; 2025Q2: 4,174 shares; 2025Q3: not reported; 2025Q4: 3,210 shares 3,210 $207K 0.01% new Timeline FTCS 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: 2,231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,231 shares; 2025Q3: 2,231 shares; 2025Q4: 2,231 shares 2,231 $206K 0.01% 0 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: 11,118 shares; 2024Q4: 11,472 shares; 2025Q1: 10,916 shares; 2025Q2: 12,497 shares; 2025Q3: 14,200 shares; 2025Q4: 937 shares 937 $206K 0.01% -13,263 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,979 shares; 2025Q4: 5,979 shares 5,979 $202K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,940 shares; 2025Q4: 2,972 shares 2,972 $202K 0.01% -968 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,221 shares 10,221 $198K 0.01% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,106 shares; 2024Q4: 16,106 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,006 shares 21,006 $189K 0.01% new Timeline EH EHANG HLDGS LTD More: the full row for EHANG HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,110 shares; 2024Q4: 21,543 shares; 2025Q1: not reported; 2025Q2: 49,354 shares; 2025Q3: 42,434 shares; 2025Q4: 13,362 shares 13,362 $176K 0.01% -29,072 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,800 shares 15,800 $176K 0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,025 shares; 2024Q4: 37,725 shares; 2025Q1: 44,785 shares; 2025Q2: 52,525 shares; 2025Q3: 42,625 shares; 2025Q4: 12,475 shares 12,475 $160K 0.01% -30,150 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,236 shares; 2025Q1: not reported; 2025Q2: 15,304 shares; 2025Q3: 29,930 shares; 2025Q4: 81,422 shares 81,422 $152K 0.01% +51,492 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,605 shares; 2024Q4: 74,576 shares; 2025Q1: 74,662 shares; 2025Q2: 25,809 shares; 2025Q3: 25,964 shares; 2025Q4: 25,844 shares 25,844 $132K <0.01% -120 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,514 shares 21,514 $118K <0.01% new Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,277 shares 10,277 $110K <0.01% new Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST 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: not reported; 2025Q4: 13,690 shares 13,690 $107K <0.01% new Timeline STEX STREAMEX CORP More: the full row for STREAMEX 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: 34,900 shares; 2025Q4: 34,900 shares 34,900 $106K <0.01% 0 Timeline CHRS COHERUS ONCOLOGY INC More: the full row for COHERUS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,000 shares; 2024Q4: 69,000 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares; 2025Q3: 69,000 shares; 2025Q4: 69,000 shares 69,000 $98K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,131 shares; 2025Q4: 18,131 shares 18,131 $96.1K <0.01% 0 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $87.1K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,064 shares; 2024Q4: 12,492 shares; 2025Q1: 12,492 shares; 2025Q2: 12,438 shares; 2025Q3: 30,036 shares; 2025Q4: 9,821 shares 9,821 $79.3K <0.01% -20,215 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 10,895 shares; 2025Q1: 10,895 shares; 2025Q2: 10,895 shares; 2025Q3: 10,895 shares; 2025Q4: 10,895 shares 10,895 $47.5K <0.01% 0 Timeline KNDI KANDI TECHNOLOGIES GROUP INC More: the full row for KANDI TECHNOLOGIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $7.88K <0.01% 0 Timeline