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: 47,888 shares; 2024Q4: 50,177 shares; 2025Q1: 94,816 shares; 2025Q2: 111,289 shares; 2025Q3: 108,072 shares; 2025Q4: 111,384 shares 111,384 $20.8M 6.89% +3,312 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: 19,108 shares; 2024Q4: 26,224 shares; 2025Q1: 28,737 shares; 2025Q2: 28,010 shares; 2025Q3: 32,070 shares; 2025Q4: 38,128 shares 38,128 $12.8M 4.24% +6,058 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,557 shares; 2024Q4: 28,125 shares; 2025Q1: 24,088 shares; 2025Q2: 37,492 shares; 2025Q3: 36,688 shares; 2025Q4: 42,786 shares 42,786 $11.6M 3.86% +6,098 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: 6,916 shares; 2024Q4: 8,004 shares; 2025Q1: 7,357 shares; 2025Q2: 24,300 shares; 2025Q3: 25,043 shares; 2025Q4: 26,443 shares 26,443 $9.15M 3.03% +1,400 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: 15,028 shares; 2024Q4: 15,170 shares; 2025Q1: 12,759 shares; 2025Q2: 15,226 shares; 2025Q3: 15,618 shares; 2025Q4: 16,443 shares 16,443 $7.95M 2.64% +825 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,731 shares; 2024Q4: 123,595 shares; 2025Q1: 130,499 shares; 2025Q2: 139,263 shares; 2025Q3: 152,991 shares; 2025Q4: 167,993 shares 167,993 $7.34M 2.43% +15,002 Timeline FDG 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: 4,494 shares; 2024Q4: 49,275 shares; 2025Q1: 49,275 shares; 2025Q2: 49,334 shares; 2025Q3: 49,334 shares; 2025Q4: 49,334 shares 49,334 $6.26M 2.07% 0 Timeline MOAT 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: 39,453 shares; 2024Q4: 38,019 shares; 2025Q1: 39,199 shares; 2025Q2: 46,712 shares; 2025Q3: 52,225 shares; 2025Q4: 57,442 shares 57,442 $5.95M 1.97% +5,217 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: 21,267 shares; 2024Q4: 22,199 shares; 2025Q1: 19,792 shares; 2025Q2: 21,936 shares; 2025Q3: 21,952 shares; 2025Q4: 24,788 shares 24,788 $5.72M 1.9% +2,836 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: 6,023 shares; 2024Q4: 14,120 shares; 2025Q1: 17,664 shares; 2025Q2: 19,795 shares; 2025Q3: 21,222 shares; 2025Q4: 24,730 shares 24,730 $5.44M 1.8% +3,508 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: 10,248 shares; 2024Q4: 77,348 shares; 2025Q1: 78,240 shares; 2025Q2: 68,700 shares; 2025Q3: 68,499 shares; 2025Q4: 68,305 shares 68,305 $5.35M 1.77% -194 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 13,764 shares; 2025Q3: 82,728 shares; 2025Q4: 200,827 shares 200,827 $5.33M 1.77% +118,099 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: 16,107 shares; 2024Q4: 16,456 shares; 2025Q1: 12,439 shares; 2025Q2: 13,638 shares; 2025Q3: 13,443 shares; 2025Q4: 16,239 shares 16,239 $5.08M 1.69% +2,796 Timeline MID 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: 5,872 shares; 2024Q4: 75,860 shares; 2025Q1: 75,258 shares; 2025Q2: 73,310 shares; 2025Q3: 73,310 shares; 2025Q4: 71,760 shares 71,760 $4.68M 1.55% -1,550 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: 18,174 shares; 2024Q4: 18,320 shares; 2025Q1: 17,911 shares; 2025Q2: 19,981 shares; 2025Q3: 22,645 shares; 2025Q4: 23,900 shares 23,900 $4.58M 1.52% +1,255 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: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 1.5% 0 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: 22,028 shares; 2024Q4: 41,271 shares; 2025Q1: 41,650 shares; 2025Q2: 56,530 shares; 2025Q3: 59,325 shares; 2025Q4: 70,226 shares 70,226 $4.12M 1.37% +10,901 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: 7,252 shares; 2024Q4: 7,264 shares; 2025Q1: 6,689 shares; 2025Q2: 12,116 shares; 2025Q3: 12,133 shares; 2025Q4: 12,388 shares 12,388 $3.99M 1.32% +255 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 50,895 shares; 2025Q1: 50,895 shares; 2025Q2: 51,147 shares; 2025Q3: 51,147 shares; 2025Q4: 49,825 shares 49,825 $3.78M 1.25% -1,322 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: 6,563 shares; 2024Q4: 11,844 shares; 2025Q1: 11,842 shares; 2025Q2: 11,536 shares; 2025Q3: 5,736 shares; 2025Q4: 5,952 shares 5,952 $3.73M 1.24% +216 Timeline QINT 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: 56,946 shares; 2025Q1: 56,646 shares; 2025Q2: 56,659 shares; 2025Q3: 56,659 shares; 2025Q4: 56,844 shares 56,844 $3.65M 1.21% +185 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: 7,764 shares; 2024Q4: 8,445 shares; 2025Q1: 7,656 shares; 2025Q2: 10,656 shares; 2025Q3: 11,646 shares; 2025Q4: 11,178 shares 11,178 $3.51M 1.16% -468 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: 25,128 shares; 2024Q4: 43,340 shares; 2025Q1: 48,656 shares; 2025Q2: 49,861 shares; 2025Q3: 53,261 shares; 2025Q4: 60,416 shares 60,416 $3.48M 1.16% +7,155 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: 4,357 shares; 2024Q4: 15,298 shares; 2025Q1: 14,171 shares; 2025Q2: 16,428 shares; 2025Q3: 17,131 shares; 2025Q4: 16,402 shares 16,402 $3.39M 1.13% -729 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: 17,012 shares; 2024Q4: 17,051 shares; 2025Q1: 14,270 shares; 2025Q2: 28,507 shares; 2025Q3: 29,925 shares; 2025Q4: 28,713 shares 28,713 $3.21M 1.06% -1,212 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: 14,013 shares; 2024Q4: 20,893 shares; 2025Q1: 25,537 shares; 2025Q2: 19,158 shares; 2025Q3: 21,616 shares; 2025Q4: 24,449 shares 24,449 $2.98M 0.99% +2,833 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: 4,819 shares; 2024Q4: not reported; 2025Q1: 5,276 shares; 2025Q2: 27,391 shares; 2025Q3: 20,616 shares; 2025Q4: 25,212 shares 25,212 $2.52M 0.83% +4,596 Timeline AVDE 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: 30,074 shares; 2025Q1: 30,074 shares; 2025Q2: 30,322 shares; 2025Q3: 30,322 shares; 2025Q4: 30,322 shares 30,322 $2.5M 0.83% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 7,601 shares; 2025Q1: 7,636 shares; 2025Q2: 7,334 shares; 2025Q3: 6,506 shares; 2025Q4: 7,732 shares 7,732 $2.35M 0.78% +1,226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,662 shares; 2025Q4: 2,587 shares 2,587 $2.35M 0.78% -75 Timeline AVUS 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: 20,985 shares; 2025Q1: 20,985 shares; 2025Q2: 20,812 shares; 2025Q3: 20,812 shares; 2025Q4: 20,397 shares 20,397 $2.28M 0.76% -415 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,576 shares; 2025Q1: 2,576 shares; 2025Q2: 3,208 shares; 2025Q3: 3,264 shares; 2025Q4: 3,321 shares 3,321 $2.27M 0.75% +57 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: 18,987 shares; 2024Q4: 26,468 shares; 2025Q1: 28,693 shares; 2025Q2: 29,215 shares; 2025Q3: 31,139 shares; 2025Q4: 33,813 shares 33,813 $2.23M 0.74% +2,674 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,667 shares; 2025Q3: 18,300 shares; 2025Q4: 27,516 shares 27,516 $2.08M 0.69% +9,216 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,925 shares; 2025Q1: 3,084 shares; 2025Q2: 3,032 shares; 2025Q3: 2,950 shares; 2025Q4: 3,034 shares 3,034 $2M 0.66% +84 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,249 shares; 2025Q4: 4,592 shares 4,592 $1.94M 0.64% +3,343 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,300 shares; 2025Q3: 60,391 shares; 2025Q4: 62,010 shares 62,010 $1.89M 0.63% +1,619 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: 3,044 shares; 2024Q4: 3,481 shares; 2025Q1: 3,350 shares; 2025Q2: 3,875 shares; 2025Q3: 3,878 shares; 2025Q4: 3,981 shares 3,981 $1.79M 0.59% +103 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: 2,761 shares; 2024Q4: 13,599 shares; 2025Q1: 12,897 shares; 2025Q2: 12,308 shares; 2025Q3: 13,931 shares; 2025Q4: 12,156 shares 12,156 $1.74M 0.58% -1,775 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: 14,802 shares; 2025Q1: 14,859 shares; 2025Q2: 15,749 shares; 2025Q3: 16,813 shares; 2025Q4: 17,939 shares 17,939 $1.67M 0.55% +1,126 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: 8,032 shares; 2024Q4: 8,247 shares; 2025Q1: 9,248 shares; 2025Q2: 54,164 shares; 2025Q3: 64,045 shares; 2025Q4: 66,558 shares 66,558 $1.66M 0.55% +2,513 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,525 shares; 2025Q4: 5,038 shares 5,038 $1.59M 0.53% -487 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,535 shares; 2025Q3: 6,715 shares; 2025Q4: 5,428 shares 5,428 $1.52M 0.5% -1,287 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,597 shares; 2025Q1: 2,223 shares; 2025Q2: 3,059 shares; 2025Q3: 3,015 shares; 2025Q4: 2,868 shares 2,868 $1.44M 0.48% -147 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: 9,024 shares; 2025Q1: 8,969 shares; 2025Q2: 8,247 shares; 2025Q3: 8,213 shares; 2025Q4: 8,256 shares 8,256 $1.42M 0.47% +43 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: 1,004 shares; 2024Q4: 1,130 shares; 2025Q1: 1,030 shares; 2025Q2: 1,183 shares; 2025Q3: 1,152 shares; 2025Q4: 1,227 shares 1,227 $1.32M 0.44% +75 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: 7,738 shares; 2024Q4: 9,552 shares; 2025Q1: 8,941 shares; 2025Q2: 9,790 shares; 2025Q3: 9,868 shares; 2025Q4: 10,609 shares 10,609 $1.28M 0.42% +741 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,539 shares; 2025Q3: 4,667 shares; 2025Q4: 5,276 shares 5,276 $1.27M 0.42% +609 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,911 shares; 2025Q3: 24,011 shares; 2025Q4: 36,520 shares 36,520 $1.26M 0.42% +12,509 Timeline AVDV 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: 13,163 shares; 2025Q1: 13,163 shares; 2025Q2: 13,163 shares; 2025Q3: 13,163 shares; 2025Q4: 13,163 shares 13,163 $1.24M 0.41% 0 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: 6,400 shares; 2025Q4: 18,600 shares 18,600 $1.21M 0.4% +12,200 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: 2,576 shares; 2024Q4: 3,312 shares; 2025Q1: 3,443 shares; 2025Q2: 3,958 shares; 2025Q3: 4,011 shares; 2025Q4: 4,136 shares 4,136 $1.18M 0.39% +125 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: 1,267 shares; 2024Q4: 1,268 shares; 2025Q1: 1,267 shares; 2025Q2: 1,310 shares; 2025Q3: 1,311 shares; 2025Q4: 1,325 shares 1,325 $1.16M 0.39% +14 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: 691 shares; 2024Q4: 692 shares; 2025Q1: 717 shares; 2025Q2: 1,762 shares; 2025Q3: 1,817 shares; 2025Q4: 1,805 shares 1,805 $1.09M 0.36% -12 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: 3,266 shares; 2024Q4: 3,249 shares; 2025Q1: 3,263 shares; 2025Q2: 3,398 shares; 2025Q3: 3,230 shares; 2025Q4: 4,709 shares 4,709 $1.09M 0.36% +1,479 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: 6,442 shares; 2024Q4: 6,606 shares; 2025Q1: 6,579 shares; 2025Q2: 8,692 shares; 2025Q3: 6,763 shares; 2025Q4: 7,032 shares 7,032 $1.08M 0.36% +269 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: 4,083 shares; 2024Q4: 4,237 shares; 2025Q1: 2,849 shares; 2025Q2: 3,055 shares; 2025Q3: 2,912 shares; 2025Q4: 3,009 shares 3,009 $1.06M 0.35% +97 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 5,861 shares; 2025Q4: 6,852 shares 6,852 $1.03M 0.34% +991 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,867 shares; 2025Q3: 3,767 shares; 2025Q4: 4,205 shares 4,205 $1.02M 0.34% +438 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: 5,573 shares; 2024Q4: 5,696 shares; 2025Q1: 5,515 shares; 2025Q2: 5,563 shares; 2025Q3: 4,807 shares; 2025Q4: 4,888 shares 4,888 $953K 0.32% +81 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: 6,245 shares; 2024Q4: 6,461 shares; 2025Q1: 6,461 shares; 2025Q2: 16,925 shares; 2025Q3: 17,404 shares; 2025Q4: 17,252 shares 17,252 $944K 0.31% -152 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: 5,879 shares; 2024Q4: 6,766 shares; 2025Q1: 6,326 shares; 2025Q2: 13,837 shares; 2025Q3: 14,318 shares; 2025Q4: 13,422 shares 13,422 $938K 0.31% -896 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 2,245 shares 2,245 $936K 0.31% new 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: 2,835 shares; 2024Q4: 2,890 shares; 2025Q1: 2,013 shares; 2025Q2: 3,224 shares; 2025Q3: 2,529 shares; 2025Q4: 2,605 shares 2,605 $896K 0.3% +76 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: 14,695 shares; 2024Q4: 15,154 shares; 2025Q1: 15,216 shares; 2025Q2: 14,539 shares; 2025Q3: 15,710 shares; 2025Q4: 16,477 shares 16,477 $888K 0.29% +767 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: 853 shares; 2024Q4: 5,029 shares; 2025Q1: 4,699 shares; 2025Q2: 4,786 shares; 2025Q3: 1,538 shares; 2025Q4: 1,543 shares 1,543 $884K 0.29% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,409 shares; 2025Q3: 9,281 shares; 2025Q4: 9,107 shares 9,107 $875K 0.29% -174 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,842 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,835 shares 1,835 $869K 0.29% +18 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,874 shares; 2025Q4: 5,443 shares 5,443 $867K 0.29% -431 Timeline VALQ 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: 13,175 shares; 2025Q1: 13,394 shares; 2025Q2: 13,086 shares; 2025Q3: 13,086 shares; 2025Q4: 13,086 shares 13,086 $866K 0.29% 0 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: 3,388 shares; 2024Q4: 4,401 shares; 2025Q1: 3,859 shares; 2025Q2: 4,046 shares; 2025Q3: 3,969 shares; 2025Q4: 3,781 shares 3,781 $864K 0.29% -188 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: 31,622 shares; 2025Q2: 30,826 shares; 2025Q3: 32,496 shares; 2025Q4: 32,614 shares 32,614 $855K 0.28% +118 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: 12,087 shares; 2024Q4: 14,540 shares; 2025Q1: 13,798 shares; 2025Q2: 14,505 shares; 2025Q3: 14,105 shares; 2025Q4: 15,409 shares 15,409 $847K 0.28% +1,304 Timeline AVSC 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: 20,046 shares; 2025Q1: 19,603 shares; 2025Q2: 14,383 shares; 2025Q3: 14,383 shares; 2025Q4: 14,383 shares 14,383 $845K 0.28% 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: 2,751 shares; 2024Q4: 2,930 shares; 2025Q1: 2,913 shares; 2025Q2: 2,822 shares; 2025Q3: 2,568 shares; 2025Q4: 2,553 shares 2,553 $843K 0.28% -15 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 715 shares; 2025Q3: 3,358 shares; 2025Q4: 3,723 shares 3,723 $842K 0.28% +365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,848 shares; 2025Q3: 9,038 shares; 2025Q4: 9,078 shares 9,078 $830K 0.28% +40 Timeline QGRO 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: 7,138 shares; 2025Q1: 7,341 shares; 2025Q2: 7,138 shares; 2025Q3: 7,138 shares; 2025Q4: 7,206 shares 7,206 $825K 0.27% +68 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: 15,043 shares; 2024Q4: 15,993 shares; 2025Q1: 16,281 shares; 2025Q2: 14,148 shares; 2025Q3: 12,303 shares; 2025Q4: 8,851 shares 8,851 $810K 0.27% -3,452 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: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,802 shares; 2025Q3: 3,802 shares; 2025Q4: 3,802 shares 3,802 $800K 0.27% 0 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: 3,177 shares; 2024Q4: 3,695 shares; 2025Q1: 3,482 shares; 2025Q2: 4,632 shares; 2025Q3: 5,096 shares; 2025Q4: 5,213 shares 5,213 $795K 0.26% +117 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: 1,535 shares; 2024Q4: 1,576 shares; 2025Q1: 1,688 shares; 2025Q2: 2,587 shares; 2025Q3: 2,453 shares; 2025Q4: 2,575 shares 2,575 $794K 0.26% +122 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: 4,613 shares; 2024Q4: 3,299 shares; 2025Q1: 2,313 shares; 2025Q2: 5,888 shares; 2025Q3: 5,951 shares; 2025Q4: 7,227 shares 7,227 $767K 0.25% +1,276 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,028 shares; 2025Q3: 24,417 shares; 2025Q4: 23,486 shares 23,486 $766K 0.25% -931 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,421 shares; 2025Q1: 1,146 shares; 2025Q2: 1,276 shares; 2025Q3: 1,306 shares; 2025Q4: 1,336 shares 1,336 $763K 0.25% +30 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,625 shares 14,625 $744K 0.25% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,248 shares; 2025Q1: 3,654 shares; 2025Q2: 3,865 shares; 2025Q3: 3,959 shares; 2025Q4: 4,180 shares 4,180 $743K 0.25% +221 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 6,162 shares; 2025Q1: 6,091 shares; 2025Q2: 12,737 shares; 2025Q3: 14,608 shares; 2025Q4: 14,781 shares 14,781 $727K 0.24% +173 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,994 shares; 2025Q4: 16,583 shares 16,583 $722K 0.24% -14,411 Timeline AVEM 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: 9,510 shares; 2025Q1: 9,510 shares; 2025Q2: 9,306 shares; 2025Q3: 9,306 shares; 2025Q4: 9,306 shares 9,306 $717K 0.24% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,712 shares; 2025Q3: 6,535 shares; 2025Q4: 7,108 shares 7,108 $710K 0.24% +573 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,187 shares; 2025Q1: 3,155 shares; 2025Q2: 4,994 shares; 2025Q3: 4,904 shares; 2025Q4: 4,341 shares 4,341 $707K 0.23% -563 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,448 shares; 2025Q4: 6,210 shares 6,210 $702K 0.23% -2,238 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: not reported; 2024Q4: 13,246 shares; 2025Q1: 17,000 shares; 2025Q2: 18,082 shares; 2025Q3: 14,002 shares; 2025Q4: 13,829 shares 13,829 $702K 0.23% -173 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: 856 shares; 2024Q4: 977 shares; 2025Q1: 964 shares; 2025Q2: 979 shares; 2025Q3: 897 shares; 2025Q4: 1,831 shares 1,831 $677K 0.22% +934 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: not reported; 2025Q2: not reported; 2025Q3: 7,189 shares; 2025Q4: 4,639 shares 4,639 $668K 0.22% -2,550 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: 2,488 shares; 2024Q4: 3,038 shares; 2025Q1: 3,329 shares; 2025Q2: 3,247 shares; 2025Q3: 3,233 shares; 2025Q4: 3,639 shares 3,639 $667K 0.22% +406 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,823 shares 8,823 $666K 0.22% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 20,524 shares; 2025Q1: 23,729 shares; 2025Q2: 17,774 shares; 2025Q3: 18,427 shares; 2025Q4: 17,827 shares 17,827 $656K 0.22% -600 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 30,052 shares 30,052 $655K 0.22% 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: 5,131 shares; 2024Q4: 5,305 shares; 2025Q1: 5,183 shares; 2025Q2: 5,393 shares; 2025Q3: 5,393 shares; 2025Q4: 5,394 shares 5,394 $648K 0.21% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,126 shares; 2025Q4: 3,159 shares 3,159 $648K 0.21% +33 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: 198 shares; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: 546 shares; 2025Q4: 604 shares 604 $646K 0.21% +58 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,738 shares 12,738 $641K 0.21% new 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: 667 shares; 2024Q4: 669 shares; 2025Q1: 635 shares; 2025Q2: 644 shares; 2025Q3: 645 shares; 2025Q4: 6,823 shares 6,823 $640K 0.21% +6,178 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,279 shares; 2025Q4: 25,498 shares 25,498 $636K 0.21% +12,219 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,694 shares; 2025Q4: 25,986 shares 25,986 $636K 0.21% +11,292 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,412 shares; 2024Q4: 53,346 shares; 2025Q1: 53,323 shares; 2025Q2: 53,225 shares; 2025Q3: 51,984 shares; 2025Q4: 50,441 shares 50,441 $635K 0.21% -1,543 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: 2,557 shares; 2024Q4: 2,567 shares; 2025Q1: 2,439 shares; 2025Q2: 2,436 shares; 2025Q3: 2,434 shares; 2025Q4: 2,439 shares 2,439 $632K 0.21% +5 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,738 shares; 2025Q1: 1,513 shares; 2025Q2: 2,237 shares; 2025Q3: 2,015 shares; 2025Q4: 2,280 shares 2,280 $605K 0.2% +265 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,134 shares; 2025Q1: 2,085 shares; 2025Q2: 2,873 shares; 2025Q3: 2,870 shares; 2025Q4: 2,887 shares 2,887 $603K 0.2% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,160 shares; 2025Q3: 2,733 shares; 2025Q4: 994 shares 994 $601K 0.2% -1,739 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: 3,468 shares; 2024Q4: 4,952 shares; 2025Q1: 3,679 shares; 2025Q2: 3,712 shares; 2025Q3: 5,020 shares; 2025Q4: 6,560 shares 6,560 $580K 0.19% +1,540 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,303 shares; 2025Q1: 1,336 shares; 2025Q2: 1,319 shares; 2025Q3: 1,318 shares; 2025Q4: 1,234 shares 1,234 $578K 0.19% -84 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: 2,165 shares; 2024Q4: 2,109 shares; 2025Q1: 1,215 shares; 2025Q2: 1,850 shares; 2025Q3: 1,898 shares; 2025Q4: 1,877 shares 1,877 $574K 0.19% -21 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,395 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,748 shares 6,748 $568K 0.19% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,419 shares; 2025Q3: 15,419 shares; 2025Q4: 15,419 shares 15,419 $559K 0.19% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,979 shares; 2024Q4: 4,914 shares; 2025Q1: 4,927 shares; 2025Q2: 4,895 shares; 2025Q3: 4,931 shares; 2025Q4: 5,004 shares 5,004 $555K 0.18% +73 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: 839 shares; 2025Q4: 900 shares 900 $553K 0.18% +61 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: 5,345 shares; 2024Q4: 5,467 shares; 2025Q1: 5,376 shares; 2025Q2: 21,865 shares; 2025Q3: 8,514 shares; 2025Q4: 6,834 shares 6,834 $549K 0.18% -1,680 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: 705 shares; 2024Q4: 823 shares; 2025Q1: 538 shares; 2025Q2: 2,190 shares; 2025Q3: 2,395 shares; 2025Q4: 634 shares 634 $547K 0.18% -1,761 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: 647 shares; 2024Q4: 705 shares; 2025Q1: 688 shares; 2025Q2: 1,093 shares; 2025Q3: 1,111 shares; 2025Q4: 1,165 shares 1,165 $544K 0.18% +54 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,444 shares; 2025Q3: 5,444 shares; 2025Q4: 5,613 shares 5,613 $544K 0.18% +169 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 9,469 shares; 2025Q1: 9,318 shares; 2025Q2: 15,367 shares; 2025Q3: 21,018 shares; 2025Q4: 19,018 shares 19,018 $537K 0.18% -2,000 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,890 shares; 2025Q1: 6,882 shares; 2025Q2: 6,906 shares; 2025Q3: 6,906 shares; 2025Q4: 7,666 shares 7,666 $532K 0.18% +760 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: 1,292 shares; 2024Q4: 1,421 shares; 2025Q1: 1,928 shares; 2025Q2: 2,724 shares; 2025Q3: 2,717 shares; 2025Q4: 2,699 shares 2,699 $527K 0.17% -18 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 3,995 shares; 2025Q1: 3,802 shares; 2025Q2: 3,282 shares; 2025Q3: 3,270 shares; 2025Q4: 4,672 shares 4,672 $524K 0.17% +1,402 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,719 shares; 2025Q1: 8,719 shares; 2025Q2: 10,394 shares; 2025Q3: 10,695 shares; 2025Q4: 10,776 shares 10,776 $516K 0.17% +81 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,621 shares; 2025Q1: 1,626 shares; 2025Q2: 1,610 shares; 2025Q3: 1,613 shares; 2025Q4: 1,785 shares 1,785 $515K 0.17% +172 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: 507 shares; 2024Q4: 540 shares; 2025Q1: 423 shares; 2025Q2: 510 shares; 2025Q3: 530 shares; 2025Q4: 582 shares 582 $512K 0.17% +52 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: 4,764 shares; 2024Q4: 5,073 shares; 2025Q1: 5,270 shares; 2025Q2: 4,643 shares; 2025Q3: 4,277 shares; 2025Q4: 4,462 shares 4,462 $511K 0.17% +185 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 2,577 shares; 2025Q4: 2,311 shares 2,311 $507K 0.17% -266 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,506 shares 20,506 $500K 0.17% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,495 shares; 2025Q3: 1,779 shares; 2025Q4: 1,664 shares 1,664 $500K 0.17% -115 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,810 shares; 2025Q1: 2,818 shares; 2025Q2: 2,827 shares; 2025Q3: 2,835 shares; 2025Q4: 3,351 shares 3,351 $498K 0.17% +516 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,588 shares; 2025Q3: 26,088 shares; 2025Q4: 22,288 shares 22,288 $497K 0.16% -3,800 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,745 shares; 2025Q1: 20,745 shares; 2025Q2: 20,745 shares; 2025Q3: 20,745 shares; 2025Q4: 41,324 shares 41,324 $497K 0.16% +20,579 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: 4,350 shares; 2024Q4: 4,352 shares; 2025Q1: 4,340 shares; 2025Q2: 4,201 shares; 2025Q3: 4,053 shares; 2025Q4: 3,889 shares 3,889 $487K 0.16% -164 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,059 shares; 2024Q4: 11,949 shares; 2025Q1: 13,301 shares; 2025Q2: 13,384 shares; 2025Q3: 13,530 shares; 2025Q4: 27,226 shares 27,226 $477K 0.16% +13,696 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 476 shares; 2025Q1: 482 shares; 2025Q2: 480 shares; 2025Q3: 454 shares; 2025Q4: 470 shares 470 $474K 0.16% +16 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,347 shares; 2025Q1: 4,347 shares; 2025Q2: 4,347 shares; 2025Q3: 17,388 shares; 2025Q4: 17,388 shares 17,388 $463K 0.15% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,400 shares 6,400 $457K 0.15% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,934 shares; 2025Q1: 5,951 shares; 2025Q2: 5,951 shares; 2025Q3: 5,951 shares; 2025Q4: 6,278 shares 6,278 $449K 0.15% +327 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 7,651 shares; 2025Q3: 7,763 shares; 2025Q4: 7,763 shares 7,763 $445K 0.15% 0 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: 11,974 shares; 2024Q4: 8,281 shares; 2025Q1: 7,166 shares; 2025Q2: 6,243 shares; 2025Q3: 7,120 shares; 2025Q4: 7,084 shares 7,084 $443K 0.15% -36 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 11,711 shares; 2025Q1: 11,740 shares; 2025Q2: 11,763 shares; 2025Q3: 11,545 shares; 2025Q4: 12,137 shares 12,137 $440K 0.15% +592 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,774 shares; 2025Q1: 25,774 shares; 2025Q2: 25,774 shares; 2025Q3: 4,274 shares; 2025Q4: 4,274 shares 4,274 $440K 0.15% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,304 shares; 2025Q1: 1,262 shares; 2025Q2: 1,394 shares; 2025Q3: 1,422 shares; 2025Q4: 1,341 shares 1,341 $439K 0.15% -81 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,944 shares; 2025Q3: 2,985 shares; 2025Q4: 3,737 shares 3,737 $436K 0.14% +752 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: 1,721 shares; 2024Q4: 2,272 shares; 2025Q1: 1,861 shares; 2025Q2: 2,337 shares; 2025Q3: 2,697 shares; 2025Q4: 3,003 shares 3,003 $435K 0.14% +306 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,429 shares; 2025Q1: 2,513 shares; 2025Q2: 2,162 shares; 2025Q3: 2,860 shares; 2025Q4: 3,328 shares 3,328 $425K 0.14% +468 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: 3,608 shares; 2024Q4: 4,758 shares; 2025Q1: 3,688 shares; 2025Q2: 3,866 shares; 2025Q3: 4,166 shares; 2025Q4: 4,514 shares 4,514 $421K 0.14% +348 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,654 shares; 2025Q1: 3,692 shares; 2025Q2: 3,747 shares; 2025Q3: 3,405 shares; 2025Q4: 3,382 shares 3,382 $415K 0.14% -23 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,551 shares; 2025Q1: 1,734 shares; 2025Q2: 1,587 shares; 2025Q3: 1,485 shares; 2025Q4: 1,609 shares 1,609 $413K 0.14% +124 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 913 shares; 2025Q1: 1,036 shares; 2025Q2: 1,011 shares; 2025Q3: 968 shares; 2025Q4: 880 shares 880 $411K 0.14% -88 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,915 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares; 2025Q3: 5,258 shares; 2025Q4: 5,182 shares 5,182 $406K 0.13% -76 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,916 shares; 2024Q4: 22,044 shares; 2025Q1: 22,355 shares; 2025Q2: 6,684 shares; 2025Q3: 8,973 shares; 2025Q4: 8,631 shares 8,631 $404K 0.13% -342 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: 6,965 shares; 2024Q4: 6,980 shares; 2025Q1: 7,780 shares; 2025Q2: 7,655 shares; 2025Q3: 7,655 shares; 2025Q4: 8,357 shares 8,357 $397K 0.13% +702 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: 4,244 shares; 2024Q4: not reported; 2025Q1: 4,575 shares; 2025Q2: 4,760 shares; 2025Q3: 4,710 shares; 2025Q4: 4,947 shares 4,947 $393K 0.13% +237 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: 1,044 shares; 2024Q4: 971 shares; 2025Q1: 1,082 shares; 2025Q2: 1,061 shares; 2025Q3: 1,047 shares; 2025Q4: 1,293 shares 1,293 $383K 0.13% +246 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,820 shares 1,820 $378K 0.13% new 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: 1,676 shares; 2024Q4: 1,784 shares; 2025Q1: not reported; 2025Q2: 1,724 shares; 2025Q3: 1,603 shares; 2025Q4: 1,760 shares 1,760 $377K 0.12% +157 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 876 shares; 2025Q1: 762 shares; 2025Q2: 1,521 shares; 2025Q3: 1,634 shares; 2025Q4: 1,400 shares 1,400 $376K 0.12% -234 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,430 shares; 2025Q1: 38,765 shares; 2025Q2: 38,665 shares; 2025Q3: 38,614 shares; 2025Q4: 39,272 shares 39,272 $374K 0.12% +658 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: 2,759 shares; 2024Q4: 2,786 shares; 2025Q1: 2,570 shares; 2025Q2: 2,657 shares; 2025Q3: 1,870 shares; 2025Q4: 2,108 shares 2,108 $374K 0.12% +238 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,197 shares; 2025Q4: 2,271 shares 2,271 $367K 0.12% -926 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,383 shares; 2025Q1: 2,189 shares; 2025Q2: 2,146 shares; 2025Q3: 1,604 shares; 2025Q4: 1,507 shares 1,507 $366K 0.12% -97 Timeline GAP GAP INC More: the full row for GAP 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: 14,138 shares 14,138 $362K 0.12% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,454 shares; 2025Q3: 1,427 shares; 2025Q4: 1,570 shares 1,570 $360K 0.12% +143 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 789 shares; 2025Q1: 800 shares; 2025Q2: 810 shares; 2025Q3: 812 shares; 2025Q4: 972 shares 972 $343K 0.11% +160 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares 4,700 $337K 0.11% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 611 shares; 2025Q1: not reported; 2025Q2: 3,917 shares; 2025Q3: 1,035 shares; 2025Q4: 1,056 shares 1,056 $336K 0.11% +21 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 258 shares; 2025Q4: 270 shares 270 $329K 0.11% +12 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,114 shares; 2025Q1: 420 shares; 2025Q2: 393 shares; 2025Q3: 290 shares; 2025Q4: 306 shares 306 $327K 0.11% +16 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: 469 shares; 2025Q4: 499 shares 499 $326K 0.11% +30 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: 4,602 shares; 2024Q4: 4,703 shares; 2025Q1: 4,703 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 4,842 shares 4,842 $325K 0.11% +82 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS 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: 8,896 shares 8,896 $325K 0.11% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,663 shares; 2025Q1: 1,682 shares; 2025Q2: 1,549 shares; 2025Q3: 1,605 shares; 2025Q4: 1,759 shares 1,759 $324K 0.11% +154 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,791 shares; 2025Q4: 1,423 shares 1,423 $324K 0.11% -368 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,122 shares; 2025Q3: 3,599 shares; 2025Q4: 3,591 shares 3,591 $313K 0.1% -8 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,261 shares; 2025Q1: 4,261 shares; 2025Q2: 4,046 shares; 2025Q3: 3,965 shares; 2025Q4: 3,965 shares 3,965 $312K 0.1% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 866 shares 866 $306K 0.1% +188 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,798 shares; 2025Q1: 1,965 shares; 2025Q2: 1,933 shares; 2025Q3: 1,246 shares; 2025Q4: 1,388 shares 1,388 $301K 0.1% +142 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,116 shares; 2025Q1: 2,102 shares; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 1,856 shares 1,856 $299K 0.1% +353 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 10,245 shares; 2025Q1: 10,971 shares; 2025Q2: 10,625 shares; 2025Q3: 10,016 shares; 2025Q4: 9,957 shares 9,957 $298K 0.1% -59 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 432 shares; 2025Q4: 432 shares 432 $296K 0.1% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,277 shares; 2025Q1: 2,290 shares; 2025Q2: 2,348 shares; 2025Q3: 2,355 shares; 2025Q4: 2,513 shares 2,513 $295K 0.1% +158 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: not reported; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,541 shares 1,541 $294K 0.1% +8 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC 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: 84,900 shares; 2025Q3: 84,900 shares; 2025Q4: 67,075 shares 67,075 $294K 0.1% -17,825 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: 4,634 shares; 2024Q4: 5,591 shares; 2025Q1: 5,154 shares; 2025Q2: not reported; 2025Q3: 3,908 shares; 2025Q4: 3,522 shares 3,522 $286K 0.09% -386 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551 shares; 2025Q4: 591 shares 591 $286K 0.09% +40 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,164 shares; 2025Q3: 6,164 shares; 2025Q4: 6,164 shares 6,164 $285K 0.09% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,736 shares; 2024Q4: 9,584 shares; 2025Q1: 9,076 shares; 2025Q2: 8,371 shares; 2025Q3: 5,330 shares; 2025Q4: 5,293 shares 5,293 $285K 0.09% -37 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: 18,268 shares; 2024Q4: 17,210 shares; 2025Q1: 15,699 shares; 2025Q2: 15,120 shares; 2025Q3: 12,648 shares; 2025Q4: 11,446 shares 11,446 $284K 0.09% -1,202 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 49 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 52 shares 52 $278K 0.09% +5 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,764 shares; 2025Q1: 3,682 shares; 2025Q2: 3,776 shares; 2025Q3: 3,660 shares; 2025Q4: 3,779 shares 3,779 $278K 0.09% +119 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: 631 shares; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares 475 $275K 0.09% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $275K 0.09% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,255 shares; 2024Q4: 11,425 shares; 2025Q1: 10,713 shares; 2025Q2: 10,315 shares; 2025Q3: 11,516 shares; 2025Q4: 6,737 shares 6,737 $274K 0.09% -4,779 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: not reported; 2024Q4: 4,454 shares; 2025Q1: not reported; 2025Q2: 7,861 shares; 2025Q3: 7,646 shares; 2025Q4: 5,420 shares 5,420 $274K 0.09% -2,226 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: 472 shares; 2024Q4: 472 shares; 2025Q1: 516 shares; 2025Q2: 458 shares; 2025Q3: 461 shares; 2025Q4: 514 shares 514 $269K 0.09% +53 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,771 shares 7,771 $268K 0.09% new 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: 443 shares; 2024Q4: 450 shares; 2025Q1: 445 shares; 2025Q2: 463 shares; 2025Q3: not reported; 2025Q4: 471 shares 471 $267K 0.09% new Timeline CME CME GROUP INC More: the full row for CME 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: 973 shares 973 $266K 0.09% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: 1,463 shares; 2025Q4: 1,395 shares 1,395 $262K 0.09% -68 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,783 shares 1,783 $261K 0.09% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,516 shares 3,516 $260K 0.09% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,255 shares; 2025Q1: 4,658 shares; 2025Q2: 4,723 shares; 2025Q3: 4,723 shares; 2025Q4: 4,723 shares 4,723 $260K 0.09% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,738 shares; 2025Q1: 5,374 shares; 2025Q2: 6,409 shares; 2025Q3: 5,352 shares; 2025Q4: 5,346 shares 5,346 $259K 0.09% -6 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: 5,462 shares; 2024Q4: 9,076 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,311 shares 3,311 $255K 0.08% new Timeline BOTZ 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: 7,000 shares 7,000 $255K 0.08% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,494 shares 1,494 $255K 0.08% -70 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: 3,752 shares; 2024Q4: 3,499 shares; 2025Q1: 3,563 shares; 2025Q2: 3,579 shares; 2025Q3: 3,620 shares; 2025Q4: 3,422 shares 3,422 $255K 0.08% -198 Timeline GSEW 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: 2,932 shares; 2025Q3: 2,932 shares; 2025Q4: 2,933 shares 2,933 $250K 0.08% +1 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 803 shares 803 $249K 0.08% new 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: not reported; 2024Q4: 3,333 shares; 2025Q1: 3,309 shares; 2025Q2: 3,326 shares; 2025Q3: 3,280 shares; 2025Q4: 3,155 shares 3,155 $249K 0.08% -125 Timeline GSK GSK PLC More: the full row for GSK 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: 6,951 shares; 2025Q3: 5,745 shares; 2025Q4: 5,021 shares 5,021 $249K 0.08% -724 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: 337 shares; 2024Q4: 335 shares; 2025Q1: 339 shares; 2025Q2: 326 shares; 2025Q3: 325 shares; 2025Q4: 375 shares 375 $248K 0.08% +50 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 10,387 shares; 2025Q1: 10,387 shares; 2025Q2: 20,322 shares; 2025Q3: 19,507 shares; 2025Q4: 21,168 shares 21,168 $248K 0.08% +1,661 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,329 shares; 2025Q3: 3,407 shares; 2025Q4: 2,987 shares 2,987 $247K 0.08% -420 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: 330 shares; 2024Q4: 318 shares; 2025Q1: 295 shares; 2025Q2: 1,323 shares; 2025Q3: 1,224 shares; 2025Q4: 1,605 shares 1,605 $246K 0.08% +381 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: 2,258 shares; 2024Q4: 2,309 shares; 2025Q1: 2,321 shares; 2025Q2: 2,341 shares; 2025Q3: 2,497 shares; 2025Q4: 2,127 shares 2,127 $245K 0.08% -370 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: 2,669 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 2,613 shares; 2025Q4: 2,981 shares 2,981 $244K 0.08% +368 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: 1,679 shares; 2025Q4: 1,795 shares 1,795 $243K 0.08% +116 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,716 shares 1,716 $242K 0.08% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,485 shares; 2025Q1: 9,485 shares; 2025Q2: 12,984 shares; 2025Q3: 8,961 shares; 2025Q4: 9,454 shares 9,454 $242K 0.08% +493 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,964 shares; 2025Q3: 2,939 shares; 2025Q4: 3,056 shares 3,056 $241K 0.08% +117 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,114 shares; 2025Q1: 1,103 shares; 2025Q2: 1,041 shares; 2025Q3: 1,000 shares; 2025Q4: 962 shares 962 $241K 0.08% -38 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 837 shares; 2025Q4: 884 shares 884 $240K 0.08% +47 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,912 shares; 2025Q2: 4,912 shares; 2025Q3: 4,789 shares; 2025Q4: 4,399 shares 4,399 $237K 0.08% -390 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,600 shares; 2025Q1: 1,681 shares; 2025Q2: 1,750 shares; 2025Q3: 1,433 shares; 2025Q4: 1,425 shares 1,425 $232K 0.08% -8 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,378 shares 8,378 $230K 0.08% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,175 shares 2,175 $229K 0.08% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,293 shares 1,293 $224K 0.07% new Timeline KBWY 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: 19,111 shares; 2025Q2: 19,128 shares; 2025Q3: 19,146 shares; 2025Q4: 14,442 shares 14,442 $223K 0.07% -4,704 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 326 shares 326 $220K 0.07% +39 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,183 shares; 2025Q4: 8,370 shares 8,370 $219K 0.07% -24,813 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,578 shares; 2025Q4: 6,619 shares 6,619 $219K 0.07% +41 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $217K 0.07% 0 Timeline GREK 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: 3,219 shares 3,219 $217K 0.07% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares 999 $214K 0.07% new Timeline XSOE 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: 5,462 shares 5,462 $213K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,179 shares 4,179 $212K 0.07% new Timeline ENZL 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: 4,677 shares 4,677 $212K 0.07% 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: 3,832 shares; 2024Q4: not reported; 2025Q1: 4,166 shares; 2025Q2: 3,691 shares; 2025Q3: 3,718 shares; 2025Q4: 3,708 shares 3,708 $210K 0.07% -10 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 4,625 shares; 2025Q4: 4,688 shares 4,688 $210K 0.07% +63 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 461 shares; 2025Q4: 467 shares 467 $208K 0.07% +6 Timeline EXC EXELON CORP More: the full row for EXELON 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: 4,695 shares 4,695 $205K 0.07% new Timeline UGI UGI CORP NEW More: the full row for UGI 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: not reported; 2025Q3: not reported; 2025Q4: 5,409 shares 5,409 $204K 0.07% new Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,382 shares 10,382 $203K 0.07% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 12,204 shares; 2025Q1: 12,204 shares; 2025Q2: 12,204 shares; 2025Q3: 12,204 shares; 2025Q4: 12,204 shares 12,204 $194K 0.06% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR 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: 23,055 shares; 2025Q4: 23,055 shares 23,055 $192K 0.06% 0 CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,745 shares; 2025Q3: 17,745 shares; 2025Q4: 17,745 shares 17,745 $188K 0.06% 0 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $182K 0.06% 0 Timeline QYLD 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: 10,123 shares; 2025Q3: 10,123 shares; 2025Q4: 10,123 shares 10,123 $179K 0.06% 0 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,697 shares; 2025Q3: 17,697 shares; 2025Q4: 17,697 shares 17,697 $178K 0.06% 0 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM 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: 36,411 shares; 2025Q3: 36,411 shares; 2025Q4: 36,411 shares 36,411 $151K 0.05% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,064 shares; 2025Q1: 16,064 shares; 2025Q2: 16,064 shares; 2025Q3: 16,064 shares; 2025Q4: 21,664 shares 21,664 $140K 0.05% +5,600 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares 11,200 $90.8K 0.03% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 11,932 shares; 2025Q1: 11,932 shares; 2025Q2: 11,932 shares; 2025Q3: 11,932 shares; 2025Q4: 11,932 shares 11,932 $87.3K 0.03% 0 Timeline AVIR ATEA PHARMACEUTICALS INC More: the full row for ATEA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,943 shares; 2024Q4: 11,943 shares; 2025Q1: 11,943 shares; 2025Q2: 11,943 shares; 2025Q3: 11,943 shares; 2025Q4: 11,943 shares 11,943 $42.6K 0.01% 0 Timeline