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: 474,589 shares; 2024Q4: 439,119 shares; 2025Q1: 463,601 shares; 2025Q2: 430,882 shares; 2025Q3: 433,776 shares; 2025Q4: 412,650 shares 412,650 $112M 8.71% -21,126 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: 24,901 shares; 2024Q4: 23,442 shares; 2025Q1: 68,091 shares; 2025Q2: 79,267 shares; 2025Q3: 86,599 shares; 2025Q4: 86,431 shares 86,431 $43.4M 3.37% -168 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: 103,516 shares; 2024Q4: 92,841 shares; 2025Q1: 96,049 shares; 2025Q2: 80,897 shares; 2025Q3: 83,774 shares; 2025Q4: 73,291 shares 73,291 $35.4M 2.75% -10,483 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: 294,059 shares; 2024Q4: 284,715 shares; 2025Q1: 274,632 shares; 2025Q2: 268,371 shares; 2025Q3: 268,480 shares; 2025Q4: 261,371 shares 261,371 $27.5M 2.14% -7,109 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: 89,763 shares; 2024Q4: 95,584 shares; 2025Q1: 138,004 shares; 2025Q2: 267,349 shares; 2025Q3: 248,762 shares; 2025Q4: 252,160 shares 252,160 $26.9M 2.09% +3,398 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: 37,062 shares; 2024Q4: 35,332 shares; 2025Q1: 36,724 shares; 2025Q2: 36,841 shares; 2025Q3: 37,721 shares; 2025Q4: 38,079 shares 38,079 $23.4M 1.82% +358 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: 150,297 shares; 2024Q4: 145,163 shares; 2025Q1: 159,208 shares; 2025Q2: 148,561 shares; 2025Q3: 154,501 shares; 2025Q4: 121,790 shares 121,790 $22.7M 1.76% -32,711 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: 111,212 shares; 2024Q4: 95,188 shares; 2025Q1: 102,256 shares; 2025Q2: 92,949 shares; 2025Q3: 101,103 shares; 2025Q4: 94,683 shares 94,683 $21.9M 1.7% -6,420 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: 66,556 shares; 2024Q4: 66,405 shares; 2025Q1: 65,942 shares; 2025Q2: 60,665 shares; 2025Q3: 60,813 shares; 2025Q4: 58,626 shares 58,626 $17.4M 1.35% -2,187 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: 77,062 shares; 2024Q4: 53,776 shares; 2025Q1: 63,325 shares; 2025Q2: 51,479 shares; 2025Q3: 54,192 shares; 2025Q4: 54,087 shares 54,087 $16.9M 1.31% -105 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,660 shares; 2024Q4: 125,395 shares; 2025Q1: 124,014 shares; 2025Q2: 124,826 shares; 2025Q3: 124,838 shares; 2025Q4: 117,870 shares 117,870 $16.9M 1.31% -6,968 Timeline BIZD 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: 27,693 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,088,009 shares 1,088,009 $15.4M 1.2% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710,662 shares; 2024Q4: 1,461,147 shares; 2025Q1: 1,416,970 shares; 2025Q2: 1,086,965 shares; 2025Q3: 1,082,022 shares; 2025Q4: 1,012,784 shares 1,012,784 $15.1M 1.17% -69,238 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: 2,612,947 shares; 2024Q4: 2,443,657 shares; 2025Q1: 2,610,059 shares; 2025Q2: 2,385,564 shares; 2025Q3: 2,335,874 shares; 2025Q4: 1,200,133 shares 1,200,133 $14.9M 1.16% -1,135,741 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: 27,292 shares; 2024Q4: 39,687 shares; 2025Q1: 26,134 shares; 2025Q2: 24,213 shares; 2025Q3: 24,233 shares; 2025Q4: 21,743 shares 21,743 $14.8M 1.15% -2,490 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: 79,738 shares; 2024Q4: 69,719 shares; 2025Q1: 68,546 shares; 2025Q2: 52,161 shares; 2025Q3: 50,750 shares; 2025Q4: 45,715 shares 45,715 $14.7M 1.14% -5,035 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: 28,095 shares; 2024Q4: 28,093 shares; 2025Q1: 27,757 shares; 2025Q2: 27,638 shares; 2025Q3: 27,699 shares; 2025Q4: 27,809 shares 27,809 $14.5M 1.13% +110 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: 69,706 shares; 2024Q4: 64,319 shares; 2025Q1: 61,211 shares; 2025Q2: 54,950 shares; 2025Q3: 59,916 shares; 2025Q4: 39,490 shares 39,490 $12.4M 0.96% -20,426 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT 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: 235,871 shares; 2025Q2: 309,749 shares; 2025Q3: 348,029 shares; 2025Q4: 367,978 shares 367,978 $12.2M 0.94% +19,949 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245,989 shares; 2024Q4: 1,374,845 shares; 2025Q1: 1,405,884 shares; 2025Q2: 1,316,945 shares; 2025Q3: 983,550 shares; 2025Q4: 796,311 shares 796,311 $11.8M 0.92% -187,239 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: 63,758 shares; 2024Q4: 63,213 shares; 2025Q1: 64,703 shares; 2025Q2: 32,549 shares; 2025Q3: 33,766 shares; 2025Q4: 32,918 shares 32,918 $11.4M 0.88% -848 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: 60,800 shares; 2024Q4: 61,140 shares; 2025Q1: 63,043 shares; 2025Q2: 60,836 shares; 2025Q3: 59,992 shares; 2025Q4: 50,442 shares 50,442 $11.1M 0.86% -9,550 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: 20,560 shares; 2024Q4: 19,653 shares; 2025Q1: 19,721 shares; 2025Q2: 15,878 shares; 2025Q3: 17,148 shares; 2025Q4: 16,444 shares 16,444 $10.9M 0.84% -704 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,720 shares; 2024Q4: 33,492 shares; 2025Q1: 33,912 shares; 2025Q2: 33,123 shares; 2025Q3: 33,574 shares; 2025Q4: 33,395 shares 33,395 $10.5M 0.82% -179 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: 94,977 shares; 2024Q4: 93,454 shares; 2025Q1: 94,019 shares; 2025Q2: 87,428 shares; 2025Q3: 87,473 shares; 2025Q4: 84,265 shares 84,265 $10.1M 0.79% -3,208 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: 16,538 shares; 2024Q4: 17,335 shares; 2025Q1: 18,038 shares; 2025Q2: 10,759 shares; 2025Q3: 11,176 shares; 2025Q4: 9,283 shares 9,283 $9.98M 0.77% -1,893 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $9.81M 0.76% 0 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: 15,669 shares; 2024Q4: 16,299 shares; 2025Q1: 18,849 shares; 2025Q2: 19,273 shares; 2025Q3: 20,180 shares; 2025Q4: 20,374 shares 20,374 $9.16M 0.71% +194 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: 64,099 shares; 2024Q4: 57,242 shares; 2025Q1: 59,664 shares; 2025Q2: 58,864 shares; 2025Q3: 55,378 shares; 2025Q4: 43,920 shares 43,920 $9.09M 0.71% -11,458 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: 10,969 shares; 2024Q4: 12,323 shares; 2025Q1: 13,352 shares; 2025Q2: 13,954 shares; 2025Q3: 14,835 shares; 2025Q4: 14,312 shares 14,312 $8.98M 0.7% -523 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: 29,318 shares; 2024Q4: 28,765 shares; 2025Q1: 29,252 shares; 2025Q2: 24,772 shares; 2025Q3: 25,708 shares; 2025Q4: 23,483 shares 23,483 $8.08M 0.63% -2,225 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: 103,360 shares; 2024Q4: 33,663 shares; 2025Q1: 45,776 shares; 2025Q2: 113,793 shares; 2025Q3: 136,921 shares; 2025Q4: 170,189 shares 170,189 $8M 0.62% +33,268 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: 27,651 shares; 2024Q4: 25,886 shares; 2025Q1: 121,420 shares; 2025Q2: 108,359 shares; 2025Q3: 112,407 shares; 2025Q4: 19,733 shares 19,733 $7.82M 0.61% -92,674 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: 30,043 shares; 2024Q4: 19,456 shares; 2025Q1: 19,392 shares; 2025Q2: 19,418 shares; 2025Q3: 18,020 shares; 2025Q4: 11,381 shares 11,381 $7.8M 0.61% -6,639 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,495 shares; 2024Q4: 74,272 shares; 2025Q1: 73,563 shares; 2025Q2: 73,733 shares; 2025Q3: 71,111 shares; 2025Q4: 70,622 shares 70,622 $7.35M 0.57% -489 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: 36,746 shares; 2024Q4: 36,170 shares; 2025Q1: 37,849 shares; 2025Q2: 36,126 shares; 2025Q3: 38,565 shares; 2025Q4: 36,594 shares 36,594 $7.13M 0.55% -1,971 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: 46,363 shares; 2024Q4: 43,060 shares; 2025Q1: 42,177 shares; 2025Q2: 38,379 shares; 2025Q3: 32,756 shares; 2025Q4: 29,428 shares 29,428 $6.72M 0.52% -3,328 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,089 shares; 2025Q1: 133,195 shares; 2025Q2: 156,566 shares; 2025Q3: 172,015 shares; 2025Q4: 167,973 shares 167,973 $6.65M 0.52% -4,042 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: 61,760 shares; 2024Q4: 59,225 shares; 2025Q1: 56,302 shares; 2025Q2: 50,229 shares; 2025Q3: 51,434 shares; 2025Q4: 43,052 shares 43,052 $6.64M 0.52% -8,382 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: 46,209 shares; 2024Q4: 45,424 shares; 2025Q1: 45,333 shares; 2025Q2: 47,014 shares; 2025Q3: 42,265 shares; 2025Q4: 45,993 shares 45,993 $6.62M 0.51% +3,728 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222,558 shares; 2024Q4: 1,432,456 shares; 2025Q1: 1,472,609 shares; 2025Q2: 1,333,693 shares; 2025Q3: 1,225,952 shares; 2025Q4: 1,175,098 shares 1,175,098 $6.43M 0.5% -50,854 Timeline IEI 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: 40,008 shares; 2024Q4: 42,470 shares; 2025Q1: 43,376 shares; 2025Q2: 38,739 shares; 2025Q3: 67,319 shares; 2025Q4: 50,768 shares 50,768 $6.06M 0.47% -16,551 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: 32,746 shares; 2024Q4: 30,409 shares; 2025Q1: 32,362 shares; 2025Q2: 31,280 shares; 2025Q3: 31,128 shares; 2025Q4: 16,964 shares 16,964 $5.95M 0.46% -14,164 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,010 shares; 2024Q4: 557,668 shares; 2025Q1: 537,002 shares; 2025Q2: 282,142 shares; 2025Q3: 539,523 shares; 2025Q4: 454,372 shares 454,372 $5.35M 0.42% -85,151 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: 63,171 shares; 2024Q4: 66,609 shares; 2025Q1: 74,556 shares; 2025Q2: 78,443 shares; 2025Q3: 77,181 shares; 2025Q4: 78,420 shares 78,420 $5.18M 0.4% +1,239 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: 61,506 shares; 2024Q4: 65,086 shares; 2025Q1: 64,274 shares; 2025Q2: 32,623 shares; 2025Q3: 33,186 shares; 2025Q4: 27,065 shares 27,065 $5.17M 0.4% -6,121 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: 24,630 shares; 2024Q4: 26,286 shares; 2025Q1: 30,803 shares; 2025Q2: 32,073 shares; 2025Q3: 31,916 shares; 2025Q4: 40,320 shares 40,320 $4.85M 0.38% +8,404 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: 82,799 shares; 2024Q4: 71,671 shares; 2025Q1: 67,976 shares; 2025Q2: 58,114 shares; 2025Q3: 54,770 shares; 2025Q4: 54,111 shares 54,111 $4.84M 0.38% -659 Timeline XLG 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: 82,451 shares; 2024Q4: 80,325 shares; 2025Q1: 80,538 shares; 2025Q2: 76,676 shares; 2025Q3: 81,163 shares; 2025Q4: 80,071 shares 80,071 $4.75M 0.37% -1,092 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: 25,626 shares; 2024Q4: 25,246 shares; 2025Q1: 24,087 shares; 2025Q2: 24,441 shares; 2025Q3: 23,828 shares; 2025Q4: 25,754 shares 25,754 $4.57M 0.35% +1,926 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: 49,205 shares; 2024Q4: 93,543 shares; 2025Q1: 80,042 shares; 2025Q2: 96,599 shares; 2025Q3: 102,023 shares; 2025Q4: 90,062 shares 90,062 $4.47M 0.35% -11,961 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: 26,758 shares; 2024Q4: 27,375 shares; 2025Q1: 29,908 shares; 2025Q2: 29,708 shares; 2025Q3: 29,815 shares; 2025Q4: 13,243 shares 13,243 $4.44M 0.34% -16,572 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: 51,977 shares; 2024Q4: 49,559 shares; 2025Q1: 48,504 shares; 2025Q2: 47,323 shares; 2025Q3: 46,972 shares; 2025Q4: 45,340 shares 45,340 $4.23M 0.33% -1,632 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: 12,588 shares; 2024Q4: 12,582 shares; 2025Q1: 12,895 shares; 2025Q2: 14,234 shares; 2025Q3: 16,192 shares; 2025Q4: 17,431 shares 17,431 $4.22M 0.33% +1,239 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: 5,602 shares; 2024Q4: 5,924 shares; 2025Q1: 16,325 shares; 2025Q2: 13,721 shares; 2025Q3: 13,721 shares; 2025Q4: 13,860 shares 13,860 $4.17M 0.32% +139 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: 45,658 shares; 2024Q4: 39,696 shares; 2025Q1: 42,978 shares; 2025Q2: 32,046 shares; 2025Q3: 40,938 shares; 2025Q4: 36,951 shares 36,951 $4.12M 0.32% -3,987 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: 6,213 shares; 2024Q4: 6,154 shares; 2025Q1: 6,297 shares; 2025Q2: 6,271 shares; 2025Q3: 6,337 shares; 2025Q4: 5,413 shares 5,413 $4.08M 0.32% -924 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: 2,401 shares; 2024Q4: 2,401 shares; 2025Q1: 2,406 shares; 2025Q2: 4,002 shares; 2025Q3: 3,991 shares; 2025Q4: 3,984 shares 3,984 $4.02M 0.31% -7 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,979 shares; 2024Q4: 576,706 shares; 2025Q1: 585,745 shares; 2025Q2: 566,212 shares; 2025Q3: 526,895 shares; 2025Q4: 366,777 shares 366,777 $3.93M 0.31% -160,118 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: 144,434 shares; 2024Q4: 176,441 shares; 2025Q1: 201,783 shares; 2025Q2: 121,677 shares; 2025Q3: 123,100 shares; 2025Q4: 71,670 shares 71,670 $3.93M 0.3% -51,430 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: 9,653 shares; 2024Q4: 9,656 shares; 2025Q1: 10,158 shares; 2025Q2: 9,810 shares; 2025Q3: 9,989 shares; 2025Q4: 7,953 shares 7,953 $3.88M 0.3% -2,036 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: 30,248 shares; 2024Q4: 30,217 shares; 2025Q1: 30,107 shares; 2025Q2: 27,864 shares; 2025Q3: 27,551 shares; 2025Q4: 25,248 shares 25,248 $3.88M 0.3% -2,303 Timeline DUHP 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: 90,759 shares; 2025Q2: 98,710 shares; 2025Q3: 103,647 shares; 2025Q4: 101,972 shares 101,972 $3.88M 0.3% -1,675 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN 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: 423,784 shares; 2025Q2: 714,104 shares; 2025Q3: 715,793 shares; 2025Q4: 420,509 shares 420,509 $3.87M 0.3% -295,284 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS 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: 136,541 shares; 2025Q2: 421,763 shares; 2025Q3: 411,984 shares; 2025Q4: 399,940 shares 399,940 $3.71M 0.29% -12,044 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: 405,648 shares; 2024Q4: 397,809 shares; 2025Q1: 254,629 shares; 2025Q2: 148,660 shares; 2025Q3: 149,747 shares; 2025Q4: 137,934 shares 137,934 $3.63M 0.28% -11,813 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 14,470 shares; 2025Q1: 15,124 shares; 2025Q2: 14,397 shares; 2025Q3: 13,230 shares; 2025Q4: 10,750 shares 10,750 $3.63M 0.28% -2,480 Timeline XBI 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: 50,834 shares; 2024Q4: 49,350 shares; 2025Q1: 48,553 shares; 2025Q2: 34,067 shares; 2025Q3: 34,068 shares; 2025Q4: 29,539 shares 29,539 $3.6M 0.28% -4,529 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: 45,917 shares; 2024Q4: 39,175 shares; 2025Q1: 38,262 shares; 2025Q2: 37,829 shares; 2025Q3: 36,231 shares; 2025Q4: 29,026 shares 29,026 $3.58M 0.28% -7,205 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: 51,273 shares; 2024Q4: 33,695 shares; 2025Q1: 30,561 shares; 2025Q2: 12,799 shares; 2025Q3: 13,864 shares; 2025Q4: 18,634 shares 18,634 $3.57M 0.28% +4,770 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: 45,981 shares; 2024Q4: 40,700 shares; 2025Q1: 46,851 shares; 2025Q2: 54,677 shares; 2025Q3: 58,107 shares; 2025Q4: 53,037 shares 53,037 $3.57M 0.28% -5,070 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: 56,156 shares; 2024Q4: 55,881 shares; 2025Q1: 59,066 shares; 2025Q2: 53,252 shares; 2025Q3: 54,328 shares; 2025Q4: 43,656 shares 43,656 $3.5M 0.27% -10,672 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: 65,801 shares; 2024Q4: 61,874 shares; 2025Q1: 60,835 shares; 2025Q2: 41,030 shares; 2025Q3: 40,823 shares; 2025Q4: 77,484 shares 77,484 $3.46M 0.27% +36,661 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,040 shares; 2024Q4: 153,307 shares; 2025Q1: 147,596 shares; 2025Q2: 111,977 shares; 2025Q3: 112,617 shares; 2025Q4: 110,885 shares 110,885 $3.45M 0.27% -1,732 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: 26,426 shares; 2024Q4: 26,092 shares; 2025Q1: 26,737 shares; 2025Q2: 15,998 shares; 2025Q3: 15,329 shares; 2025Q4: 13,182 shares 13,182 $3.39M 0.26% -2,147 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: 5,555 shares; 2024Q4: 6,068 shares; 2025Q1: 7,190 shares; 2025Q2: 6,801 shares; 2025Q3: 7,135 shares; 2025Q4: 5,904 shares 5,904 $3.37M 0.26% -1,231 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: 14,145 shares; 2024Q4: 16,502 shares; 2025Q1: 16,579 shares; 2025Q2: 16,576 shares; 2025Q3: 18,146 shares; 2025Q4: 19,457 shares 19,457 $3.27M 0.25% +1,311 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: 35,078 shares; 2024Q4: 31,537 shares; 2025Q1: 27,530 shares; 2025Q2: 24,119 shares; 2025Q3: 26,754 shares; 2025Q4: 21,347 shares 21,347 $3.25M 0.25% -5,407 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: 13,865 shares; 2024Q4: 13,858 shares; 2025Q1: 13,921 shares; 2025Q2: 12,902 shares; 2025Q3: 13,093 shares; 2025Q4: 13,771 shares 13,771 $3.19M 0.25% +678 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: 10,508 shares; 2024Q4: 9,984 shares; 2025Q1: 11,199 shares; 2025Q2: 10,020 shares; 2025Q3: 10,660 shares; 2025Q4: 10,279 shares 10,279 $3.17M 0.25% -381 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: 37,646 shares; 2024Q4: 38,280 shares; 2025Q1: 38,331 shares; 2025Q2: 32,745 shares; 2025Q3: 32,249 shares; 2025Q4: 27,382 shares 27,382 $3.12M 0.24% -4,867 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: 3,833 shares; 2024Q4: 6,159 shares; 2025Q1: 8,911 shares; 2025Q2: 8,447 shares; 2025Q3: 11,649 shares; 2025Q4: 10,902 shares 10,902 $3.11M 0.24% -747 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: 22,019 shares; 2024Q4: 23,251 shares; 2025Q1: 17,391 shares; 2025Q2: 15,877 shares; 2025Q3: 14,756 shares; 2025Q4: 13,581 shares 13,581 $3.09M 0.24% -1,175 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: 19,469 shares; 2024Q4: 15,844 shares; 2025Q1: 17,400 shares; 2025Q2: 22,387 shares; 2025Q3: 23,003 shares; 2025Q4: 15,510 shares 15,510 $3.08M 0.24% -7,493 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: 46,323 shares; 2024Q4: 46,232 shares; 2025Q1: 54,193 shares; 2025Q2: 57,786 shares; 2025Q3: 55,358 shares; 2025Q4: 26,003 shares 26,003 $3.06M 0.24% -29,355 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: 199,762 shares; 2024Q4: 195,797 shares; 2025Q1: 101,072 shares; 2025Q2: 57,576 shares; 2025Q3: 59,529 shares; 2025Q4: 56,657 shares 56,657 $3.06M 0.24% -2,872 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: 32,153 shares; 2024Q4: 31,362 shares; 2025Q1: 32,332 shares; 2025Q2: 22,482 shares; 2025Q3: 23,555 shares; 2025Q4: 21,006 shares 21,006 $3.01M 0.23% -2,549 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,317 shares; 2024Q4: 35,294 shares; 2025Q1: 35,324 shares; 2025Q2: 35,676 shares; 2025Q3: 36,255 shares; 2025Q4: 35,849 shares 35,849 $3.01M 0.23% -406 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,451 shares; 2024Q4: 17,915 shares; 2025Q1: 18,066 shares; 2025Q2: 17,800 shares; 2025Q3: 18,072 shares; 2025Q4: 18,417 shares 18,417 $2.98M 0.23% +345 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: 13,816 shares; 2024Q4: 13,776 shares; 2025Q1: 12,930 shares; 2025Q2: 14,203 shares; 2025Q3: 14,046 shares; 2025Q4: 12,986 shares 12,986 $2.97M 0.23% -1,060 Timeline BUFG 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: not reported; 2024Q4: not reported; 2025Q1: 50,111 shares; 2025Q2: 75,005 shares; 2025Q3: 96,858 shares; 2025Q4: 107,990 shares 107,990 $2.97M 0.23% +11,132 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: 68,408 shares; 2024Q4: 61,440 shares; 2025Q1: 68,985 shares; 2025Q2: 62,778 shares; 2025Q3: 64,251 shares; 2025Q4: 53,543 shares 53,543 $2.94M 0.23% -10,708 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366,468 shares; 2025Q2: 286,703 shares; 2025Q3: 220,103 shares; 2025Q4: 175,867 shares 175,867 $2.93M 0.23% -44,236 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: 6,679 shares; 2024Q4: 13,326 shares; 2025Q1: 6,385 shares; 2025Q2: 6,108 shares; 2025Q3: 5,970 shares; 2025Q4: 6,026 shares 6,026 $2.9M 0.22% +56 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,467 shares; 2025Q1: 5,498 shares; 2025Q2: 5,620 shares; 2025Q3: 5,663 shares; 2025Q4: 5,630 shares 5,630 $2.88M 0.22% -33 Timeline HOUS ANYWHERE REAL ESTATE INC More: the full row for ANYWHERE REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,377 shares; 2024Q4: 168,377 shares; 2025Q1: 168,377 shares; 2025Q2: 199,812 shares; 2025Q3: 200,238 shares; 2025Q4: 200,238 shares 200,238 $2.84M 0.22% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,631 shares; 2024Q4: 17,914 shares; 2025Q1: 17,728 shares; 2025Q2: 15,527 shares; 2025Q3: 15,712 shares; 2025Q4: 16,139 shares 16,139 $2.8M 0.22% +427 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: 71,555 shares; 2024Q4: 61,911 shares; 2025Q1: 60,344 shares; 2025Q2: 31,738 shares; 2025Q3: 29,924 shares; 2025Q4: 29,127 shares 29,127 $2.8M 0.22% -797 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,321 shares; 2024Q4: 19,437 shares; 2025Q1: 19,741 shares; 2025Q2: 17,540 shares; 2025Q3: 17,112 shares; 2025Q4: 14,976 shares 14,976 $2.78M 0.22% -2,136 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,544 shares; 2024Q4: 19,375 shares; 2025Q1: 19,347 shares; 2025Q2: 19,350 shares; 2025Q3: 19,341 shares; 2025Q4: 18,684 shares 18,684 $2.64M 0.2% -657 Timeline IBTI 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: 269,098 shares; 2024Q4: 228,248 shares; 2025Q1: 219,177 shares; 2025Q2: 123,550 shares; 2025Q3: 118,550 shares; 2025Q4: 115,550 shares 115,550 $2.58M 0.2% -3,000 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: 6,991 shares; 2024Q4: 6,274 shares; 2025Q1: 6,372 shares; 2025Q2: 10,183 shares; 2025Q3: 9,438 shares; 2025Q4: 5,451 shares 5,451 $2.58M 0.2% -3,987 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: 17,429 shares; 2024Q4: 12,335 shares; 2025Q1: 12,907 shares; 2025Q2: 12,113 shares; 2025Q3: 11,174 shares; 2025Q4: 7,985 shares 7,985 $2.54M 0.2% -3,189 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: 9,530 shares; 2024Q4: 8,020 shares; 2025Q1: 9,395 shares; 2025Q2: 11,614 shares; 2025Q3: 12,461 shares; 2025Q4: 11,863 shares 11,863 $2.52M 0.2% -598 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: 3,925 shares; 2024Q4: 3,587 shares; 2025Q1: 3,479 shares; 2025Q2: 3,338 shares; 2025Q3: 3,131 shares; 2025Q4: 26,602 shares 26,602 $2.49M 0.19% +23,471 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: 16,390 shares; 2024Q4: 16,271 shares; 2025Q1: 20,188 shares; 2025Q2: 16,381 shares; 2025Q3: 15,208 shares; 2025Q4: 12,697 shares 12,697 $2.48M 0.19% -2,511 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: 52,581 shares; 2024Q4: 52,972 shares; 2025Q1: 51,499 shares; 2025Q2: 50,056 shares; 2025Q3: 37,804 shares; 2025Q4: 15,998 shares 15,998 $2.48M 0.19% -21,806 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,652 shares; 2024Q4: 20,725 shares; 2025Q1: 21,290 shares; 2025Q2: 21,901 shares; 2025Q3: 22,958 shares; 2025Q4: 23,821 shares 23,821 $2.44M 0.19% +863 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: 9,810 shares; 2024Q4: 10,942 shares; 2025Q1: 11,353 shares; 2025Q2: 10,656 shares; 2025Q3: 10,074 shares; 2025Q4: 6,916 shares 6,916 $2.43M 0.19% -3,158 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: 7,725 shares; 2024Q4: 10,138 shares; 2025Q1: 9,842 shares; 2025Q2: 9,423 shares; 2025Q3: 9,367 shares; 2025Q4: 8,373 shares 8,373 $2.43M 0.19% -994 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: 1,670 shares; 2024Q4: 2,212 shares; 2025Q1: 2,385 shares; 2025Q2: 2,395 shares; 2025Q3: 2,469 shares; 2025Q4: 2,245 shares 2,245 $2.4M 0.19% -224 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,026 shares; 2025Q1: 2,164 shares; 2025Q2: 2,093 shares; 2025Q3: 4,677 shares; 2025Q4: 29,410 shares 29,410 $2.34M 0.18% +24,733 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,062 shares; 2024Q4: 18,148 shares; 2025Q1: 18,182 shares; 2025Q2: 17,836 shares; 2025Q3: 17,936 shares; 2025Q4: 17,141 shares 17,141 $2.29M 0.18% -795 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,031 shares; 2025Q3: 89,050 shares; 2025Q4: 90,851 shares 90,851 $2.29M 0.18% +1,801 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,379 shares; 2025Q1: 2,578 shares; 2025Q2: 2,461 shares; 2025Q3: 2,521 shares; 2025Q4: 2,586 shares 2,586 $2.27M 0.18% +65 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: 4,082 shares; 2024Q4: 3,903 shares; 2025Q1: 3,838 shares; 2025Q2: 5,293 shares; 2025Q3: 5,799 shares; 2025Q4: 7,229 shares 7,229 $2.26M 0.18% +1,430 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: 10,866 shares; 2024Q4: 10,958 shares; 2025Q1: 10,985 shares; 2025Q2: 10,321 shares; 2025Q3: 10,322 shares; 2025Q4: 13,367 shares 13,367 $2.26M 0.18% +3,045 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: 78,992 shares; 2024Q4: 50,262 shares; 2025Q1: 50,238 shares; 2025Q2: 50,917 shares; 2025Q3: 56,729 shares; 2025Q4: 36,319 shares 36,319 $2.21M 0.17% -20,410 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: 17,450 shares; 2024Q4: 18,149 shares; 2025Q1: 18,107 shares; 2025Q2: 18,061 shares; 2025Q3: 18,061 shares; 2025Q4: 18,160 shares 18,160 $2.21M 0.17% +99 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 12,217 shares; 2025Q2: 13,762 shares; 2025Q3: 29,183 shares; 2025Q4: 47,792 shares 47,792 $2.2M 0.17% +18,609 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: 24,654 shares; 2024Q4: 23,078 shares; 2025Q1: 23,071 shares; 2025Q2: 16,720 shares; 2025Q3: 15,939 shares; 2025Q4: 11,929 shares 11,929 $2.19M 0.17% -4,010 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: 46,414 shares; 2024Q4: 45,126 shares; 2025Q1: 48,804 shares; 2025Q2: 33,905 shares; 2025Q3: 35,286 shares; 2025Q4: 28,110 shares 28,110 $2.17M 0.17% -7,176 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: 3,200 shares; 2024Q4: 3,040 shares; 2025Q1: 3,248 shares; 2025Q2: 3,082 shares; 2025Q3: 3,290 shares; 2025Q4: 3,309 shares 3,309 $2.16M 0.17% +19 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: 35,637 shares; 2024Q4: 19,509 shares; 2025Q1: 19,077 shares; 2025Q2: 20,901 shares; 2025Q3: 19,505 shares; 2025Q4: 17,951 shares 17,951 $2.09M 0.16% -1,554 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: 11,240 shares; 2024Q4: 11,249 shares; 2025Q1: 11,492 shares; 2025Q2: 10,610 shares; 2025Q3: 6,889 shares; 2025Q4: 7,787 shares 7,787 $2.09M 0.16% +898 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,358 shares; 2024Q4: 18,398 shares; 2025Q1: 17,992 shares; 2025Q2: 18,036 shares; 2025Q3: 18,039 shares; 2025Q4: 18,092 shares 18,092 $2.06M 0.16% +53 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,870 shares; 2024Q4: 30,870 shares; 2025Q1: 30,872 shares; 2025Q2: 30,891 shares; 2025Q3: 30,954 shares; 2025Q4: 30,959 shares 30,959 $2.04M 0.16% +5 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,427 shares; 2024Q4: 30,225 shares; 2025Q1: 30,310 shares; 2025Q2: 34,887 shares; 2025Q3: 37,213 shares; 2025Q4: 49,481 shares 49,481 $2.04M 0.16% +12,268 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,458 shares; 2024Q4: 88,183 shares; 2025Q1: 88,871 shares; 2025Q2: 84,992 shares; 2025Q3: 81,664 shares; 2025Q4: 27,562 shares 27,562 $2.03M 0.16% -54,102 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: 30,877 shares; 2024Q4: 29,771 shares; 2025Q1: 31,390 shares; 2025Q2: 13,987 shares; 2025Q3: 15,156 shares; 2025Q4: 14,069 shares 14,069 $2.02M 0.16% -1,087 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,558 shares; 2024Q4: 34,072 shares; 2025Q1: 34,241 shares; 2025Q2: 17,822 shares; 2025Q3: 17,762 shares; 2025Q4: 14,500 shares 14,500 $2.02M 0.16% -3,262 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: 42,955 shares; 2024Q4: 39,721 shares; 2025Q1: 42,495 shares; 2025Q2: 28,296 shares; 2025Q3: 27,774 shares; 2025Q4: 24,890 shares 24,890 $2M 0.16% -2,884 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: 22,422 shares; 2024Q4: 20,500 shares; 2025Q1: 20,914 shares; 2025Q2: 20,782 shares; 2025Q3: 20,179 shares; 2025Q4: 16,716 shares 16,716 $2M 0.15% -3,463 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: not reported; 2025Q1: 4,595 shares; 2025Q2: 8,087 shares; 2025Q3: 10,575 shares; 2025Q4: 10,635 shares 10,635 $1.89M 0.15% +60 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: 109,334 shares; 2024Q4: 59,706 shares; 2025Q1: 55,857 shares; 2025Q2: 50,699 shares; 2025Q3: 43,654 shares; 2025Q4: 40,426 shares 40,426 $1.88M 0.15% -3,228 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,292 shares; 2024Q4: 34,347 shares; 2025Q1: 26,773 shares; 2025Q2: 25,735 shares; 2025Q3: 16,904 shares; 2025Q4: 21,796 shares 21,796 $1.88M 0.15% +4,892 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,421 shares; 2024Q4: 11,164 shares; 2025Q1: 11,188 shares; 2025Q2: 10,479 shares; 2025Q3: 9,060 shares; 2025Q4: 10,612 shares 10,612 $1.86M 0.14% +1,552 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 12,324 shares; 2025Q1: 12,831 shares; 2025Q2: 11,168 shares; 2025Q3: 10,323 shares; 2025Q4: 8,280 shares 8,280 $1.85M 0.14% -2,043 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 5,928 shares; 2025Q1: 6,207 shares; 2025Q2: 6,149 shares; 2025Q3: 6,120 shares; 2025Q4: 6,096 shares 6,096 $1.84M 0.14% -24 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 7,891 shares; 2025Q1: 7,797 shares; 2025Q2: 7,422 shares; 2025Q3: 6,954 shares; 2025Q4: 5,663 shares 5,663 $1.84M 0.14% -1,291 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: 8,870 shares; 2025Q3: 10,071 shares; 2025Q4: 13,885 shares 13,885 $1.82M 0.14% +3,814 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,258 shares; 2025Q1: 5,447 shares; 2025Q2: 5,239 shares; 2025Q3: 4,922 shares; 2025Q4: 5,919 shares 5,919 $1.8M 0.14% +997 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: 8,383 shares; 2024Q4: 7,385 shares; 2025Q1: 7,454 shares; 2025Q2: 9,761 shares; 2025Q3: 11,980 shares; 2025Q4: 11,206 shares 11,206 $1.8M 0.14% -774 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: 5,558 shares; 2024Q4: 5,761 shares; 2025Q1: 5,605 shares; 2025Q2: 6,523 shares; 2025Q3: 8,406 shares; 2025Q4: 6,127 shares 6,127 $1.77M 0.14% -2,279 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: 9,900 shares; 2025Q2: 11,944 shares; 2025Q3: 11,944 shares; 2025Q4: 14,510 shares 14,510 $1.77M 0.14% +2,566 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: 13,303 shares; 2024Q4: 6,200 shares; 2025Q1: 5,439 shares; 2025Q2: 5,704 shares; 2025Q3: 5,471 shares; 2025Q4: 6,665 shares 6,665 $1.77M 0.14% +1,194 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,123 shares; 2024Q4: 21,311 shares; 2025Q1: 38,747 shares; 2025Q2: 39,116 shares; 2025Q3: 35,984 shares; 2025Q4: 29,284 shares 29,284 $1.76M 0.14% -6,700 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,167 shares; 2025Q1: 3,137 shares; 2025Q2: 3,076 shares; 2025Q3: 2,994 shares; 2025Q4: 2,037 shares 2,037 $1.76M 0.14% -957 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: 29,135 shares; 2024Q4: 32,863 shares; 2025Q1: 44,109 shares; 2025Q2: 38,104 shares; 2025Q3: 32,054 shares; 2025Q4: 30,143 shares 30,143 $1.75M 0.14% -1,911 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: 4,277 shares; 2024Q4: 3,775 shares; 2025Q1: 3,852 shares; 2025Q2: 4,048 shares; 2025Q3: 28,784 shares; 2025Q4: 20,600 shares 20,600 $1.71M 0.13% -8,184 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: 7,550 shares; 2024Q4: 7,691 shares; 2025Q1: 7,370 shares; 2025Q2: 4,982 shares; 2025Q3: 5,011 shares; 2025Q4: 4,829 shares 4,829 $1.71M 0.13% -182 Timeline FTCB 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: 58,225 shares; 2025Q3: 79,182 shares; 2025Q4: 79,097 shares 79,097 $1.68M 0.13% -85 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: 13,432 shares; 2024Q4: 21,098 shares; 2025Q1: 31,216 shares; 2025Q2: 26,597 shares; 2025Q3: 28,390 shares; 2025Q4: 26,349 shares 26,349 $1.68M 0.13% -2,041 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: 65,101 shares; 2024Q4: 61,553 shares; 2025Q1: 61,204 shares; 2025Q2: 17,607 shares; 2025Q3: 20,727 shares; 2025Q4: 20,634 shares 20,634 $1.68M 0.13% -93 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: 3,068 shares; 2024Q4: 2,880 shares; 2025Q1: 2,892 shares; 2025Q2: not reported; 2025Q3: 7,807 shares; 2025Q4: 7,969 shares 7,969 $1.66M 0.13% +162 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT 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: 28,100 shares; 2025Q2: 29,275 shares; 2025Q3: 30,357 shares; 2025Q4: 34,380 shares 34,380 $1.57M 0.12% +4,023 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,642 shares; 2024Q4: 46,077 shares; 2025Q1: 44,532 shares; 2025Q2: 41,704 shares; 2025Q3: 46,364 shares; 2025Q4: 20,086 shares 20,086 $1.56M 0.12% -26,278 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: 9,489 shares; 2024Q4: 12,496 shares; 2025Q1: 12,637 shares; 2025Q2: 12,141 shares; 2025Q3: 11,524 shares; 2025Q4: 6,041 shares 6,041 $1.56M 0.12% -5,483 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 21,563 shares; 2025Q1: 16,859 shares; 2025Q2: 16,863 shares; 2025Q3: 16,868 shares; 2025Q4: 10,301 shares 10,301 $1.53M 0.12% -6,567 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: 33,495 shares; 2024Q4: 31,314 shares; 2025Q1: 32,875 shares; 2025Q2: 29,012 shares; 2025Q3: 28,779 shares; 2025Q4: 21,813 shares 21,813 $1.52M 0.12% -6,966 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,133 shares; 2024Q4: 2,729 shares; 2025Q1: 5,729 shares; 2025Q2: 3,079 shares; 2025Q3: 5,794 shares; 2025Q4: 7,733 shares 7,733 $1.5M 0.12% +1,939 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: 1,982 shares; 2024Q4: 1,376 shares; 2025Q1: 1,649 shares; 2025Q2: 1,928 shares; 2025Q3: 1,743 shares; 2025Q4: 9,704 shares 9,704 $1.49M 0.12% +7,961 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: 31,693 shares; 2024Q4: 18,884 shares; 2025Q1: 19,529 shares; 2025Q2: 21,247 shares; 2025Q3: 38,642 shares; 2025Q4: 40,120 shares 40,120 $1.48M 0.11% +1,478 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: 10,595 shares; 2024Q4: 12,844 shares; 2025Q1: 17,517 shares; 2025Q2: 17,311 shares; 2025Q3: 20,034 shares; 2025Q4: 17,954 shares 17,954 $1.46M 0.11% -2,080 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: 12,694 shares; 2024Q4: 12,014 shares; 2025Q1: 11,912 shares; 2025Q2: 9,486 shares; 2025Q3: 9,666 shares; 2025Q4: 8,501 shares 8,501 $1.45M 0.11% -1,165 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: 28,383 shares; 2024Q4: 35,803 shares; 2025Q1: 39,174 shares; 2025Q2: 32,107 shares; 2025Q3: 31,063 shares; 2025Q4: 25,363 shares 25,363 $1.45M 0.11% -5,700 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: 6,877 shares; 2024Q4: 6,858 shares; 2025Q1: 7,020 shares; 2025Q2: 6,184 shares; 2025Q3: 6,221 shares; 2025Q4: 6,001 shares 6,001 $1.45M 0.11% -220 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,473 shares; 2025Q2: 31,540 shares; 2025Q3: 31,779 shares; 2025Q4: 31,428 shares 31,428 $1.44M 0.11% -351 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: 8,996 shares; 2024Q4: 4,686 shares; 2025Q1: 7,694 shares; 2025Q2: 5,774 shares; 2025Q3: 8,277 shares; 2025Q4: 6,713 shares 6,713 $1.44M 0.11% -1,564 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: 11,160 shares; 2024Q4: 10,659 shares; 2025Q1: 7,529 shares; 2025Q2: 6,353 shares; 2025Q3: 6,265 shares; 2025Q4: 4,318 shares 4,318 $1.41M 0.11% -1,947 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: 10,459 shares; 2024Q4: 10,577 shares; 2025Q1: 10,375 shares; 2025Q2: 8,984 shares; 2025Q3: 9,006 shares; 2025Q4: 9,103 shares 9,103 $1.41M 0.11% +97 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,017 shares; 2024Q4: 72,620 shares; 2025Q1: 52,891 shares; 2025Q2: 18,275 shares; 2025Q3: 16,573 shares; 2025Q4: 15,199 shares 15,199 $1.4M 0.11% -1,374 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,088 shares; 2024Q4: 15,893 shares; 2025Q1: 15,895 shares; 2025Q2: 15,894 shares; 2025Q3: 15,924 shares; 2025Q4: 17,713 shares 17,713 $1.39M 0.11% +1,789 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 3,509 shares; 2025Q2: 4,867 shares; 2025Q3: 4,225 shares; 2025Q4: 3,555 shares 3,555 $1.38M 0.11% -670 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,000 shares; 2024Q4: 72,430 shares; 2025Q1: 72,430 shares; 2025Q2: 65,753 shares; 2025Q3: 62,123 shares; 2025Q4: 60,899 shares 60,899 $1.36M 0.11% -1,224 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: 17,981 shares; 2024Q4: 19,073 shares; 2025Q1: 22,120 shares; 2025Q2: 25,219 shares; 2025Q3: 25,191 shares; 2025Q4: 23,860 shares 23,860 $1.36M 0.11% -1,331 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 7,377 shares; 2025Q1: 7,364 shares; 2025Q2: 8,938 shares; 2025Q3: 11,585 shares; 2025Q4: 9,923 shares 9,923 $1.35M 0.1% -1,662 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: 6,188 shares; 2025Q3: 11,423 shares; 2025Q4: 13,488 shares 13,488 $1.35M 0.1% +2,065 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,801 shares; 2024Q4: 40,228 shares; 2025Q1: 45,278 shares; 2025Q2: 48,231 shares; 2025Q3: 47,477 shares; 2025Q4: 48,823 shares 48,823 $1.34M 0.1% +1,346 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,117 shares; 2025Q2: 85,293 shares; 2025Q3: 85,293 shares; 2025Q4: 95,177 shares 95,177 $1.34M 0.1% +9,884 Timeline SMIG 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: 15,475 shares; 2024Q4: 29,183 shares; 2025Q1: 49,414 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,460 shares 46,460 $1.34M 0.1% new 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,744 shares; 2025Q2: 3,332 shares; 2025Q3: 4,368 shares; 2025Q4: 4,696 shares 4,696 $1.33M 0.1% +328 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: 45,268 shares; 2024Q4: 25,690 shares; 2025Q1: 25,139 shares; 2025Q2: 33,151 shares; 2025Q3: 26,961 shares; 2025Q4: 18,548 shares 18,548 $1.32M 0.1% -8,413 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,883 shares; 2024Q4: 51,804 shares; 2025Q1: 49,932 shares; 2025Q2: 47,791 shares; 2025Q3: 49,671 shares; 2025Q4: 49,201 shares 49,201 $1.32M 0.1% -470 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: 2,670 shares; 2024Q4: 2,702 shares; 2025Q1: 8,009 shares; 2025Q2: 8,733 shares; 2025Q3: 8,602 shares; 2025Q4: 8,217 shares 8,217 $1.32M 0.1% -385 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,807 shares; 2024Q4: 27,531 shares; 2025Q1: 29,750 shares; 2025Q2: 31,347 shares; 2025Q3: 25,818 shares; 2025Q4: 12,865 shares 12,865 $1.31M 0.1% -12,953 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,531 shares; 2025Q1: 3,331 shares; 2025Q2: 1,233 shares; 2025Q3: 1,247 shares; 2025Q4: 1,225 shares 1,225 $1.31M 0.1% -22 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: 15,569 shares; 2024Q4: 13,819 shares; 2025Q1: 14,115 shares; 2025Q2: 5,504 shares; 2025Q3: 5,442 shares; 2025Q4: 4,270 shares 4,270 $1.3M 0.1% -1,172 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 51,094 shares 51,094 $1.29M 0.1% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,738 shares; 2025Q1: 1,926 shares; 2025Q2: 2,196 shares; 2025Q3: 2,042 shares; 2025Q4: 1,939 shares 1,939 $1.28M 0.1% -103 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: 7,665 shares; 2024Q4: 7,374 shares; 2025Q1: 7,217 shares; 2025Q2: 5,731 shares; 2025Q3: 5,576 shares; 2025Q4: 2,212 shares 2,212 $1.28M 0.1% -3,364 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: 6,486 shares; 2025Q1: 8,203 shares; 2025Q2: 7,099 shares; 2025Q3: 7,641 shares; 2025Q4: 12,495 shares 12,495 $1.28M 0.1% +4,854 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,433 shares; 2024Q4: 10,388 shares; 2025Q1: 10,402 shares; 2025Q2: 10,153 shares; 2025Q3: 9,663 shares; 2025Q4: 9,227 shares 9,227 $1.27M 0.1% -436 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 10,514 shares; 2025Q1: 10,821 shares; 2025Q2: 11,828 shares; 2025Q3: 11,899 shares; 2025Q4: 12,707 shares 12,707 $1.26M 0.1% +808 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: 12,817 shares; 2024Q4: 13,954 shares; 2025Q1: 13,669 shares; 2025Q2: 11,952 shares; 2025Q3: 12,045 shares; 2025Q4: 13,142 shares 13,142 $1.23M 0.1% +1,097 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,328 shares; 2024Q4: 34,750 shares; 2025Q1: 34,741 shares; 2025Q2: 35,694 shares; 2025Q3: 37,373 shares; 2025Q4: 35,204 shares 35,204 $1.22M 0.09% -2,169 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 8,860 shares; 2025Q1: 9,013 shares; 2025Q2: 15,087 shares; 2025Q3: 8,959 shares; 2025Q4: 8,655 shares 8,655 $1.22M 0.09% -304 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: 8,420 shares; 2024Q4: 8,287 shares; 2025Q1: 5,024 shares; 2025Q2: 7,468 shares; 2025Q3: 7,859 shares; 2025Q4: 13,125 shares 13,125 $1.2M 0.09% +5,266 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: 3,046 shares; 2024Q4: 3,825 shares; 2025Q1: 17,347 shares; 2025Q2: 8,091 shares; 2025Q3: 8,110 shares; 2025Q4: 8,298 shares 8,298 $1.2M 0.09% +188 Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: 24,965 shares; 2025Q3: 37,913 shares; 2025Q4: 29,635 shares 29,635 $1.19M 0.09% -8,278 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: 9,916 shares; 2024Q4: 8,016 shares; 2025Q1: 8,439 shares; 2025Q2: 2,476 shares; 2025Q3: 3,512 shares; 2025Q4: 3,493 shares 3,493 $1.18M 0.09% -19 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: 5,733 shares; 2024Q4: 5,581 shares; 2025Q1: 4,519 shares; 2025Q2: 3,135 shares; 2025Q3: 4,061 shares; 2025Q4: 3,347 shares 3,347 $1.17M 0.09% -714 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: 3,153 shares; 2024Q4: 1,714 shares; 2025Q1: 3,753 shares; 2025Q2: 3,209 shares; 2025Q3: 3,303 shares; 2025Q4: 3,236 shares 3,236 $1.17M 0.09% -67 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: 4,765 shares; 2024Q4: 4,465 shares; 2025Q1: 4,313 shares; 2025Q2: 4,475 shares; 2025Q3: 3,926 shares; 2025Q4: 4,223 shares 4,223 $1.16M 0.09% +297 Timeline VPL 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: 80,006 shares; 2024Q4: 81,627 shares; 2025Q1: 82,098 shares; 2025Q2: 38,363 shares; 2025Q3: 37,352 shares; 2025Q4: 12,846 shares 12,846 $1.16M 0.09% -24,506 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: 35,987 shares; 2024Q4: 55,592 shares; 2025Q1: 55,822 shares; 2025Q2: 53,957 shares; 2025Q3: 58,558 shares; 2025Q4: 14,534 shares 14,534 $1.16M 0.09% -44,024 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 7,713 shares; 2025Q1: 7,852 shares; 2025Q2: 8,229 shares; 2025Q3: 8,590 shares; 2025Q4: 8,432 shares 8,432 $1.15M 0.09% -158 Timeline EEMA 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: 37,716 shares; 2025Q3: 37,685 shares; 2025Q4: 12,218 shares 12,218 $1.15M 0.09% -25,467 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 22,940 shares; 2025Q1: not reported; 2025Q2: 14,430 shares; 2025Q3: 48,783 shares; 2025Q4: 71,081 shares 71,081 $1.14M 0.09% +22,298 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: 3,695 shares; 2025Q3: 5,631 shares; 2025Q4: 8,520 shares 8,520 $1.13M 0.09% +2,889 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,527 shares; 2025Q1: 4,121 shares; 2025Q2: 4,060 shares; 2025Q3: 3,884 shares; 2025Q4: 3,000 shares 3,000 $1.12M 0.09% -884 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: 2,656 shares; 2024Q4: 2,635 shares; 2025Q1: 2,696 shares; 2025Q2: 2,664 shares; 2025Q3: 2,809 shares; 2025Q4: 1,956 shares 1,956 $1.11M 0.09% -853 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: 2,020 shares; 2024Q4: 1,917 shares; 2025Q1: 3,008 shares; 2025Q2: 3,483 shares; 2025Q3: 4,772 shares; 2025Q4: 3,214 shares 3,214 $1.1M 0.09% -1,558 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: 4,873 shares; 2025Q3: 10,373 shares; 2025Q4: 18,162 shares 18,162 $1.09M 0.08% +7,789 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: 52,532 shares; 2024Q4: 7,508 shares; 2025Q1: 11,744 shares; 2025Q2: 13,439 shares; 2025Q3: 14,357 shares; 2025Q4: 13,014 shares 13,014 $1.06M 0.08% -1,343 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 19,570 shares 19,570 $1.04M 0.08% new 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: not reported; 2024Q4: 3,674 shares; 2025Q1: 3,948 shares; 2025Q2: 5,984 shares; 2025Q3: 7,421 shares; 2025Q4: 8,863 shares 8,863 $1.03M 0.08% +1,442 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: 3,369 shares; 2024Q4: 3,627 shares; 2025Q1: 3,824 shares; 2025Q2: 3,450 shares; 2025Q3: 3,202 shares; 2025Q4: 1,791 shares 1,791 $1.03M 0.08% -1,411 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: 5,892 shares; 2025Q1: 6,190 shares; 2025Q2: 5,688 shares; 2025Q3: 25,169 shares; 2025Q4: 23,924 shares 23,924 $1.02M 0.08% -1,245 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: 4,705 shares; 2024Q4: 4,626 shares; 2025Q1: 4,531 shares; 2025Q2: 4,021 shares; 2025Q3: 4,147 shares; 2025Q4: 4,641 shares 4,641 $1.02M 0.08% +494 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: 12,983 shares; 2024Q4: 12,964 shares; 2025Q1: 12,417 shares; 2025Q2: 5,836 shares; 2025Q3: 6,335 shares; 2025Q4: 6,369 shares 6,369 $1.02M 0.08% +34 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: 2,451 shares; 2025Q1: 2,497 shares; 2025Q2: 2,812 shares; 2025Q3: 3,268 shares; 2025Q4: 4,070 shares 4,070 $1.02M 0.08% +802 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,465 shares; 2025Q1: 5,325 shares; 2025Q2: 5,327 shares; 2025Q3: 5,106 shares; 2025Q4: 4,809 shares 4,809 $1.02M 0.08% -297 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,163 shares; 2024Q4: 7,434 shares; 2025Q1: 8,709 shares; 2025Q2: 11,347 shares; 2025Q3: 13,629 shares; 2025Q4: 10,656 shares 10,656 $1.02M 0.08% -2,973 Timeline URA 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: 19,993 shares; 2025Q2: 23,123 shares; 2025Q3: 24,543 shares; 2025Q4: 23,743 shares 23,743 $1.01M 0.08% -800 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: 2,746 shares; 2024Q4: 2,724 shares; 2025Q1: 2,647 shares; 2025Q2: 2,450 shares; 2025Q3: 2,793 shares; 2025Q4: 2,375 shares 2,375 $1.01M 0.08% -418 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,040 shares; 2024Q4: 9,388 shares; 2025Q1: 10,459 shares; 2025Q2: 10,408 shares; 2025Q3: 10,633 shares; 2025Q4: 10,702 shares 10,702 $1.01M 0.08% +69 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,252 shares; 2025Q1: 1,580 shares; 2025Q2: 1,459 shares; 2025Q3: 1,265 shares; 2025Q4: 6,162 shares 6,162 $999K 0.08% +4,897 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: 3,700 shares; 2024Q4: 3,936 shares; 2025Q1: 4,504 shares; 2025Q2: 3,471 shares; 2025Q3: 4,570 shares; 2025Q4: 7,339 shares 7,339 $992K 0.08% +2,769 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,627 shares; 2025Q2: 30,406 shares; 2025Q3: 23,467 shares; 2025Q4: 22,312 shares 22,312 $990K 0.08% -1,155 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,136 shares 15,136 $990K 0.08% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,425 shares; 2025Q1: 1,505 shares; 2025Q2: 1,852 shares; 2025Q3: 1,583 shares; 2025Q4: 2,007 shares 2,007 $984K 0.08% +424 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: 1,823 shares; 2024Q4: 1,700 shares; 2025Q1: 1,942 shares; 2025Q2: 2,065 shares; 2025Q3: 1,925 shares; 2025Q4: 2,090 shares 2,090 $980K 0.08% +165 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: 6,407 shares; 2024Q4: 5,456 shares; 2025Q1: 10,206 shares; 2025Q2: 11,038 shares; 2025Q3: 11,685 shares; 2025Q4: 15,632 shares 15,632 $977K 0.08% +3,947 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: 13,512 shares; 2024Q4: 8,909 shares; 2025Q1: 8,450 shares; 2025Q2: 6,595 shares; 2025Q3: 6,661 shares; 2025Q4: 6,603 shares 6,603 $968K 0.08% -58 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: 7,950 shares; 2024Q4: 7,816 shares; 2025Q1: 8,410 shares; 2025Q2: 9,985 shares; 2025Q3: 11,683 shares; 2025Q4: 13,148 shares 13,148 $966K 0.07% +1,465 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: 8,514 shares; 2024Q4: 5,856 shares; 2025Q1: 3,865 shares; 2025Q2: 3,351 shares; 2025Q3: 3,127 shares; 2025Q4: 2,921 shares 2,921 $964K 0.07% -206 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: 10,226 shares; 2024Q4: 9,023 shares; 2025Q1: 6,856 shares; 2025Q2: 7,417 shares; 2025Q3: 7,380 shares; 2025Q4: 7,441 shares 7,441 $949K 0.07% +61 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: 5,112 shares; 2024Q4: 5,194 shares; 2025Q1: 6,644 shares; 2025Q2: 6,656 shares; 2025Q3: 6,631 shares; 2025Q4: 6,619 shares 6,619 $937K 0.07% -12 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: 1,225 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,032 shares; 2025Q3: 1,519 shares; 2025Q4: 1,996 shares 1,996 $932K 0.07% +477 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,183 shares; 2025Q1: 1,434 shares; 2025Q2: 2,011 shares; 2025Q3: 2,024 shares; 2025Q4: 1,610 shares 1,610 $924K 0.07% -414 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: 3,142 shares; 2024Q4: 3,197 shares; 2025Q1: 3,194 shares; 2025Q2: 3,903 shares; 2025Q3: 5,084 shares; 2025Q4: 4,405 shares 4,405 $919K 0.07% -679 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,337 shares; 2024Q4: 13,772 shares; 2025Q1: 38,345 shares; 2025Q2: 12,819 shares; 2025Q3: 13,145 shares; 2025Q4: 15,236 shares 15,236 $916K 0.07% +2,091 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 3,256 shares; 2025Q1: 3,266 shares; 2025Q2: 1,744 shares; 2025Q3: 2,572 shares; 2025Q4: 2,013 shares 2,013 $913K 0.07% -559 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 8,841 shares; 2025Q1: 6,517 shares; 2025Q2: 6,776 shares; 2025Q3: 6,865 shares; 2025Q4: 4,340 shares 4,340 $903K 0.07% -2,525 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,794 shares; 2025Q4: 14,896 shares 14,896 $901K 0.07% +1,102 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: 937 shares; 2024Q4: 969 shares; 2025Q1: 1,161 shares; 2025Q2: 1,304 shares; 2025Q3: 1,012 shares; 2025Q4: 1,098 shares 1,098 $901K 0.07% +86 Timeline IBTH 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: 40,050 shares; 2024Q4: 40,050 shares; 2025Q1: 40,318 shares; 2025Q2: 40,318 shares; 2025Q3: 40,318 shares; 2025Q4: 40,050 shares 40,050 $900K 0.07% -268 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: 16,991 shares; 2024Q4: 14,975 shares; 2025Q1: 13,520 shares; 2025Q2: 11,471 shares; 2025Q3: 11,427 shares; 2025Q4: 10,671 shares 10,671 $899K 0.07% -756 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: 4,781 shares; 2024Q4: 24,205 shares; 2025Q1: 25,280 shares; 2025Q2: 23,940 shares; 2025Q3: 22,001 shares; 2025Q4: 17,941 shares 17,941 $897K 0.07% -4,060 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: 69,609 shares; 2024Q4: 63,113 shares; 2025Q1: 76,791 shares; 2025Q2: 30,960 shares; 2025Q3: 33,658 shares; 2025Q4: 29,934 shares 29,934 $895K 0.07% -3,724 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: 27,266 shares; 2024Q4: 29,938 shares; 2025Q1: 26,727 shares; 2025Q2: 34,359 shares; 2025Q3: 41,379 shares; 2025Q4: 9,298 shares 9,298 $893K 0.07% -32,081 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,502 shares; 2025Q1: 4,518 shares; 2025Q2: 6,425 shares; 2025Q3: 6,558 shares; 2025Q4: 6,554 shares 6,554 $886K 0.07% -4 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: 9,420 shares; 2024Q4: 9,028 shares; 2025Q1: 11,463 shares; 2025Q2: 10,566 shares; 2025Q3: 8,650 shares; 2025Q4: 16,591 shares 16,591 $877K 0.07% +7,941 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: 25,533 shares; 2024Q4: 11,739 shares; 2025Q1: 12,164 shares; 2025Q2: 11,002 shares; 2025Q3: 11,052 shares; 2025Q4: 12,739 shares 12,739 $871K 0.07% +1,687 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: 7,447 shares; 2024Q4: 7,221 shares; 2025Q1: 7,573 shares; 2025Q2: 5,730 shares; 2025Q3: 6,153 shares; 2025Q4: 6,631 shares 6,631 $847K 0.07% +478 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: 19,241 shares; 2024Q4: 13,954 shares; 2025Q1: 19,382 shares; 2025Q2: 13,142 shares; 2025Q3: 15,737 shares; 2025Q4: 10,658 shares 10,658 $846K 0.07% -5,079 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: 1,621 shares; 2024Q4: 1,719 shares; 2025Q1: 1,815 shares; 2025Q2: 1,912 shares; 2025Q3: 2,156 shares; 2025Q4: 1,743 shares 1,743 $843K 0.07% -413 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: 8,234 shares; 2025Q3: 8,491 shares; 2025Q4: 16,347 shares 16,347 $830K 0.06% +7,856 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,572 shares; 2025Q1: 8,576 shares; 2025Q2: 8,150 shares; 2025Q3: 7,761 shares; 2025Q4: 8,583 shares 8,583 $826K 0.06% +822 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: 3,860 shares; 2024Q4: 3,304 shares; 2025Q1: 3,323 shares; 2025Q2: 3,019 shares; 2025Q3: 3,055 shares; 2025Q4: 3,015 shares 3,015 $823K 0.06% -40 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: 5,456 shares; 2024Q4: 10,376 shares; 2025Q1: 10,506 shares; 2025Q2: 11,764 shares; 2025Q3: 10,942 shares; 2025Q4: 4,469 shares 4,469 $823K 0.06% -6,473 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: 26,585 shares; 2024Q4: 24,207 shares; 2025Q1: 24,791 shares; 2025Q2: 24,819 shares; 2025Q3: 25,303 shares; 2025Q4: 18,832 shares 18,832 $821K 0.06% -6,471 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,780 shares; 2024Q4: 85,429 shares; 2025Q1: 104,849 shares; 2025Q2: 73,371 shares; 2025Q3: 56,873 shares; 2025Q4: 49,675 shares 49,675 $819K 0.06% -7,198 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,410 shares; 2025Q3: 8,038 shares; 2025Q4: 8,254 shares 8,254 $815K 0.06% +216 Timeline DFAU 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: 16,864 shares; 2025Q2: 17,659 shares; 2025Q3: 17,359 shares; 2025Q4: 17,359 shares 17,359 $812K 0.06% 0 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: 5,730 shares; 2024Q4: 5,942 shares; 2025Q1: 5,115 shares; 2025Q2: 8,008 shares; 2025Q3: 10,906 shares; 2025Q4: 14,276 shares 14,276 $808K 0.06% +3,370 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: not reported; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 655 shares; 2025Q4: 865 shares 865 $807K 0.06% +210 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: 29,178 shares; 2025Q3: 29,147 shares; 2025Q4: 20,831 shares 20,831 $803K 0.06% -8,316 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares 14,500 $800K 0.06% 0 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: 8,406 shares; 2024Q4: 5,619 shares; 2025Q1: 5,470 shares; 2025Q2: 5,788 shares; 2025Q3: 6,204 shares; 2025Q4: 6,505 shares 6,505 $798K 0.06% +301 Timeline FMAY 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: not reported; 2024Q4: not reported; 2025Q1: 10,617 shares; 2025Q2: 16,602 shares; 2025Q3: 16,827 shares; 2025Q4: 14,937 shares 14,937 $798K 0.06% -1,890 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,980 shares; 2025Q1: 2,817 shares; 2025Q2: 3,097 shares; 2025Q3: 3,485 shares; 2025Q4: 3,686 shares 3,686 $792K 0.06% +201 Timeline DFIC 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: 14,422 shares; 2025Q2: 15,307 shares; 2025Q3: 22,926 shares; 2025Q4: 22,868 shares 22,868 $788K 0.06% -58 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 1,460 shares; 2025Q1: 1,956 shares; 2025Q2: 2,896 shares; 2025Q3: 3,041 shares; 2025Q4: 2,986 shares 2,986 $784K 0.06% -55 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,029 shares; 2025Q1: 3,614 shares; 2025Q2: 2,610 shares; 2025Q3: 4,938 shares; 2025Q4: 6,039 shares 6,039 $779K 0.06% +1,101 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: 82 shares; 2024Q4: 76 shares; 2025Q1: 79 shares; 2025Q2: 126 shares; 2025Q3: 117 shares; 2025Q4: 145 shares 145 $777K 0.06% +28 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: 18,449 shares; 2024Q4: 18,028 shares; 2025Q1: 18,505 shares; 2025Q2: 10,581 shares; 2025Q3: 10,256 shares; 2025Q4: 9,816 shares 9,816 $776K 0.06% -440 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: 1,885 shares; 2024Q4: 1,858 shares; 2025Q1: 2,240 shares; 2025Q2: 1,798 shares; 2025Q3: 2,326 shares; 2025Q4: 2,092 shares 2,092 $774K 0.06% -234 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: 7,239 shares; 2024Q4: 8,399 shares; 2025Q1: 8,552 shares; 2025Q2: 6,288 shares; 2025Q3: 4,771 shares; 2025Q4: 3,118 shares 3,118 $768K 0.06% -1,653 Timeline VONV 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: 14,385 shares; 2024Q4: 13,907 shares; 2025Q1: 13,552 shares; 2025Q2: 13,552 shares; 2025Q3: 13,221 shares; 2025Q4: 8,274 shares 8,274 $764K 0.06% -4,947 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,581 shares; 2025Q4: 5,903 shares 5,903 $762K 0.06% -23,678 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: 434 shares; 2025Q2: 495 shares; 2025Q3: 496 shares; 2025Q4: 568 shares 568 $756K 0.06% +72 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 975 shares 975 $753K 0.06% +296 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: 3,827 shares; 2025Q1: not reported; 2025Q2: 7,096 shares; 2025Q3: 9,668 shares; 2025Q4: 10,781 shares 10,781 $748K 0.06% +1,113 Timeline SCHZ 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: 31,959 shares; 2024Q4: 59,868 shares; 2025Q1: 61,161 shares; 2025Q2: 46,001 shares; 2025Q3: 45,677 shares; 2025Q4: 31,877 shares 31,877 $745K 0.06% -13,800 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: 1,901 shares; 2024Q4: 1,905 shares; 2025Q1: 2,074 shares; 2025Q2: 8,203 shares; 2025Q3: 7,853 shares; 2025Q4: 6,624 shares 6,624 $743K 0.06% -1,229 Timeline DFAS 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: 7,345 shares; 2025Q2: 10,607 shares; 2025Q3: 10,607 shares; 2025Q4: 10,607 shares 10,607 $739K 0.06% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,798 shares; 2025Q1: 2,016 shares; 2025Q2: 2,024 shares; 2025Q3: 2,785 shares; 2025Q4: 1,572 shares 1,572 $738K 0.06% -1,213 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: 5,160 shares; 2024Q4: 4,734 shares; 2025Q1: 6,145 shares; 2025Q2: 4,250 shares; 2025Q3: 3,371 shares; 2025Q4: 2,873 shares 2,873 $738K 0.06% -498 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: 4,944 shares; 2024Q4: 5,196 shares; 2025Q1: not reported; 2025Q2: 6,404 shares; 2025Q3: 8,086 shares; 2025Q4: 13,807 shares 13,807 $737K 0.06% +5,721 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 647 shares; 2025Q1: 822 shares; 2025Q2: 876 shares; 2025Q3: 1,661 shares; 2025Q4: 2,087 shares 2,087 $732K 0.06% +426 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: 27,272 shares; 2024Q4: 25,634 shares; 2025Q1: 25,392 shares; 2025Q2: 24,340 shares; 2025Q3: 26,338 shares; 2025Q4: 8,735 shares 8,735 $732K 0.06% -17,603 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: 3,782 shares; 2025Q2: not reported; 2025Q3: 3,475 shares; 2025Q4: 4,511 shares 4,511 $725K 0.06% +1,036 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,826 shares; 2024Q4: 23,973 shares; 2025Q1: 26,800 shares; 2025Q2: 27,006 shares; 2025Q3: 26,589 shares; 2025Q4: 22,570 shares 22,570 $724K 0.06% -4,019 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: 1,723 shares; 2025Q3: 2,896 shares; 2025Q4: 3,720 shares 3,720 $723K 0.06% +824 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,595 shares 26,595 $722K 0.06% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,951 shares; 2024Q4: 10,149 shares; 2025Q1: 10,346 shares; 2025Q2: 10,646 shares; 2025Q3: 12,278 shares; 2025Q4: 9,805 shares 9,805 $722K 0.06% -2,473 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 1,282 shares 1,282 $720K 0.06% +335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,031 shares; 2025Q4: 16,063 shares 16,063 $714K 0.06% +8,032 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: 3,404 shares; 2025Q3: 3,487 shares; 2025Q4: 3,256 shares 3,256 $714K 0.06% -231 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,047 shares; 2024Q4: 22,398 shares; 2025Q1: 24,383 shares; 2025Q2: 17,843 shares; 2025Q3: 18,374 shares; 2025Q4: 12,879 shares 12,879 $693K 0.05% -5,495 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: 4,862 shares; 2024Q4: 4,923 shares; 2025Q1: 5,054 shares; 2025Q2: 3,703 shares; 2025Q3: 3,625 shares; 2025Q4: 3,181 shares 3,181 $691K 0.05% -444 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: 1,186 shares; 2024Q4: 1,176 shares; 2025Q1: 1,897 shares; 2025Q2: 1,313 shares; 2025Q3: 1,345 shares; 2025Q4: 1,188 shares 1,188 $690K 0.05% -157 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,131 shares; 2025Q1: 1,121 shares; 2025Q2: 1,336 shares; 2025Q3: 2,016 shares; 2025Q4: 2,734 shares 2,734 $690K 0.05% +718 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: 14,424 shares; 2025Q4: 15,526 shares 15,526 $676K 0.05% +1,102 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: 11,974 shares; 2025Q3: 23,058 shares; 2025Q4: 20,265 shares 20,265 $675K 0.05% -2,793 Timeline SKYY 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: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 5,021 shares; 2025Q2: 5,563 shares; 2025Q3: 5,603 shares; 2025Q4: 5,148 shares 5,148 $670K 0.05% -455 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: not reported; 2024Q4: 3,602 shares; 2025Q1: 3,490 shares; 2025Q2: 4,271 shares; 2025Q3: 5,369 shares; 2025Q4: 5,981 shares 5,981 $669K 0.05% +612 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 1,425 shares; 2025Q4: 1,306 shares 1,306 $667K 0.05% -119 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: 19,774 shares; 2024Q4: 12,876 shares; 2025Q1: 12,248 shares; 2025Q2: 13,057 shares; 2025Q3: 13,809 shares; 2025Q4: 12,466 shares 12,466 $658K 0.05% -1,343 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: 14,209 shares; 2024Q4: 9,123 shares; 2025Q1: 6,846 shares; 2025Q2: 6,884 shares; 2025Q3: 7,570 shares; 2025Q4: 6,900 shares 6,900 $657K 0.05% -670 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: 159,984 shares; 2024Q4: 151,869 shares; 2025Q1: 123,586 shares; 2025Q2: 57,536 shares; 2025Q3: 47,691 shares; 2025Q4: 26,376 shares 26,376 $657K 0.05% -21,315 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 3,884 shares; 2025Q3: 5,693 shares; 2025Q4: 7,542 shares 7,542 $651K 0.05% +1,849 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 626 shares; 2025Q1: 649 shares; 2025Q2: 6,855 shares; 2025Q3: 6,882 shares; 2025Q4: 7,109 shares 7,109 $648K 0.05% +227 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC 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: 636 shares; 2025Q2: 1,215 shares; 2025Q3: 1,743 shares; 2025Q4: 1,961 shares 1,961 $644K 0.05% +218 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 3,385 shares; 2025Q1: 2,974 shares; 2025Q2: 4,326 shares; 2025Q3: 5,511 shares; 2025Q4: 5,163 shares 5,163 $644K 0.05% -348 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,394 shares; 2025Q2: 14,985 shares; 2025Q3: 15,134 shares; 2025Q4: 15,796 shares 15,796 $643K 0.05% +662 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,278 shares; 2024Q4: 12,989 shares; 2025Q1: 12,977 shares; 2025Q2: 12,700 shares; 2025Q3: 13,095 shares; 2025Q4: 13,719 shares 13,719 $642K 0.05% +624 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,002 shares; 2025Q3: 12,659 shares; 2025Q4: 14,283 shares 14,283 $636K 0.05% +1,624 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,499 shares; 2025Q2: 8,884 shares; 2025Q3: 7,723 shares; 2025Q4: 6,890 shares 6,890 $628K 0.05% -833 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,990 shares; 2025Q1: 3,282 shares; 2025Q2: 3,055 shares; 2025Q3: 2,705 shares; 2025Q4: 2,500 shares 2,500 $627K 0.05% -205 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 4,375 shares; 2025Q1: 4,976 shares; 2025Q2: 6,071 shares; 2025Q3: 7,106 shares; 2025Q4: 6,278 shares 6,278 $626K 0.05% -828 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: 2,330 shares; 2024Q4: 2,356 shares; 2025Q1: 1,622 shares; 2025Q2: 1,773 shares; 2025Q3: 2,199 shares; 2025Q4: 2,296 shares 2,296 $623K 0.05% +97 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 726 shares; 2025Q1: 683 shares; 2025Q2: 613 shares; 2025Q3: 593 shares; 2025Q4: 1,095 shares 1,095 $622K 0.05% +502 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: 1,034 shares; 2025Q3: not reported; 2025Q4: 3,282 shares 3,282 $617K 0.05% new 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: 3,753 shares; 2024Q4: not reported; 2025Q1: 2,805 shares; 2025Q2: 6,813 shares; 2025Q3: 7,628 shares; 2025Q4: 6,162 shares 6,162 $616K 0.05% -1,466 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,382 shares; 2025Q1: 2,513 shares; 2025Q2: 2,046 shares; 2025Q3: 2,448 shares; 2025Q4: 2,088 shares 2,088 $606K 0.05% -360 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,691 shares; 2025Q1: 1,629 shares; 2025Q2: 1,631 shares; 2025Q3: 1,685 shares; 2025Q4: 1,536 shares 1,536 $598K 0.05% -149 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: 4,195 shares; 2024Q4: 4,270 shares; 2025Q1: 3,852 shares; 2025Q2: 7,555 shares; 2025Q3: 7,850 shares; 2025Q4: 5,570 shares 5,570 $597K 0.05% -2,280 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: 2,985 shares; 2025Q4: 7,309 shares 7,309 $590K 0.05% +4,324 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: 850 shares; 2024Q4: 836 shares; 2025Q1: 900 shares; 2025Q2: 560 shares; 2025Q3: 539 shares; 2025Q4: 668 shares 668 $587K 0.05% +129 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: 4,905 shares; 2024Q4: 4,184 shares; 2025Q1: 4,832 shares; 2025Q2: 3,978 shares; 2025Q3: 3,297 shares; 2025Q4: 5,802 shares 5,802 $576K 0.04% +2,505 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,979 shares; 2024Q4: 8,781 shares; 2025Q1: 8,127 shares; 2025Q2: 7,348 shares; 2025Q3: 6,359 shares; 2025Q4: 4,071 shares 4,071 $575K 0.04% -2,288 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,493 shares; 2025Q1: 1,501 shares; 2025Q2: 2,005 shares; 2025Q3: 2,758 shares; 2025Q4: 2,760 shares 2,760 $567K 0.04% +2 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: 40,108 shares; 2024Q4: 36,137 shares; 2025Q1: 43,096 shares; 2025Q2: 40,323 shares; 2025Q3: 41,941 shares; 2025Q4: 13,821 shares 13,821 $563K 0.04% -28,120 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: 39,580 shares; 2024Q4: 35,281 shares; 2025Q1: 36,880 shares; 2025Q2: 6,905 shares; 2025Q3: 9,746 shares; 2025Q4: 5,497 shares 5,497 $559K 0.04% -4,249 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,496 shares; 2025Q3: 8,212 shares; 2025Q4: 9,567 shares 9,567 $559K 0.04% +1,355 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: 8,114 shares; 2025Q3: 7,434 shares; 2025Q4: 8,010 shares 8,010 $559K 0.04% +576 Timeline ASLV ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 19,909 shares 19,909 $558K 0.04% +7,309 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 2,328 shares; 2025Q3: 4,402 shares; 2025Q4: 4,732 shares 4,732 $556K 0.04% +330 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: not reported; 2025Q1: not reported; 2025Q2: 287 shares; 2025Q3: 577 shares; 2025Q4: 326 shares 326 $551K 0.04% -251 Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,243 shares; 2025Q3: 1,872 shares; 2025Q4: 2,381 shares 2,381 $545K 0.04% +509 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,265 shares; 2025Q3: 4,387 shares; 2025Q4: 6,231 shares 6,231 $544K 0.04% +1,844 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 7,219 shares; 2025Q3: 11,121 shares; 2025Q4: 11,874 shares 11,874 $542K 0.04% +753 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,984 shares; 2024Q4: 18,330 shares; 2025Q1: 23,946 shares; 2025Q2: 7,523 shares; 2025Q3: 7,523 shares; 2025Q4: 6,304 shares 6,304 $541K 0.04% -1,219 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,586 shares; 2025Q3: 4,841 shares; 2025Q4: 2,301 shares 2,301 $538K 0.04% -2,540 Timeline QTEC 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: 2,502 shares; 2025Q2: 2,516 shares; 2025Q3: 2,546 shares; 2025Q4: 2,333 shares 2,333 $537K 0.04% -213 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,943 shares; 2024Q4: 4,636 shares; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 3,162 shares; 2025Q4: 4,071 shares 4,071 $534K 0.04% +909 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 5,251 shares; 2025Q1: 5,057 shares; 2025Q2: 5,140 shares; 2025Q3: 5,868 shares; 2025Q4: 6,165 shares 6,165 $532K 0.04% +297 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH 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: 1,790 shares; 2025Q4: 2,434 shares 2,434 $531K 0.04% +644 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,543 shares; 2025Q3: 9,666 shares; 2025Q4: 9,602 shares 9,602 $524K 0.04% -64 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: 1,593 shares; 2024Q4: 1,848 shares; 2025Q1: 1,962 shares; 2025Q2: 1,833 shares; 2025Q3: 1,609 shares; 2025Q4: 1,667 shares 1,667 $521K 0.04% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,906 shares; 2025Q4: 3,015 shares 3,015 $519K 0.04% +109 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: 4,614 shares; 2024Q4: 4,668 shares; 2025Q1: 4,883 shares; 2025Q2: 2,392 shares; 2025Q3: 2,357 shares; 2025Q4: 2,288 shares 2,288 $517K 0.04% -69 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,538 shares; 2025Q4: 23,049 shares 23,049 $517K 0.04% -38,489 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: not reported; 2025Q4: 7,914 shares 7,914 $515K 0.04% new 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: 54,813 shares; 2024Q4: 53,848 shares; 2025Q1: 54,709 shares; 2025Q2: 52,009 shares; 2025Q3: 47,371 shares; 2025Q4: 10,146 shares 10,146 $510K 0.04% -37,225 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: 3,621 shares; 2025Q1: 4,508 shares; 2025Q2: 6,756 shares; 2025Q3: 6,994 shares; 2025Q4: 6,674 shares 6,674 $503K 0.04% -320 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 3,475 shares; 2025Q4: 4,977 shares 4,977 $503K 0.04% +1,502 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: 9,830 shares; 2024Q4: 20,098 shares; 2025Q1: 20,098 shares; 2025Q2: 20,229 shares; 2025Q3: 20,229 shares; 2025Q4: 20,889 shares 20,889 $502K 0.04% +660 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: 20,901 shares; 2025Q3: 23,863 shares; 2025Q4: 25,442 shares 25,442 $493K 0.04% +1,579 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 9,881 shares; 2025Q1: 10,505 shares; 2025Q2: 11,523 shares; 2025Q3: 9,224 shares; 2025Q4: 12,737 shares 12,737 $489K 0.04% +3,513 Timeline BUFQ 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: not reported; 2024Q4: not reported; 2025Q1: 7,012 shares; 2025Q2: 7,112 shares; 2025Q3: 11,835 shares; 2025Q4: 13,585 shares 13,585 $487K 0.04% +1,750 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: not reported; 2024Q4: not reported; 2025Q1: 924 shares; 2025Q2: 1,230 shares; 2025Q3: 1,483 shares; 2025Q4: 1,702 shares 1,702 $485K 0.04% +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: 561 shares; 2024Q4: 513 shares; 2025Q1: 520 shares; 2025Q2: 537 shares; 2025Q3: 561 shares; 2025Q4: 600 shares 600 $485K 0.04% +39 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,286 shares; 2025Q3: 1,969 shares; 2025Q4: 2,143 shares 2,143 $483K 0.04% +174 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,284 shares; 2025Q3: 2,667 shares; 2025Q4: 6,073 shares 6,073 $482K 0.04% +3,406 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,238 shares; 2025Q1: 2,190 shares; 2025Q2: 2,195 shares; 2025Q3: 2,521 shares; 2025Q4: 3,040 shares 3,040 $477K 0.04% +519 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,735 shares; 2025Q1: 2,746 shares; 2025Q2: 2,637 shares; 2025Q3: 2,465 shares; 2025Q4: 2,319 shares 2,319 $477K 0.04% -146 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,485 shares; 2025Q1: 3,522 shares; 2025Q2: 4,218 shares; 2025Q3: 4,791 shares; 2025Q4: 8,159 shares 8,159 $476K 0.04% +3,368 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 157 shares; 2025Q3: 193 shares; 2025Q4: 139 shares 139 $471K 0.04% -54 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 4,035 shares; 2025Q1: 4,056 shares; 2025Q2: 3,801 shares; 2025Q3: 4,077 shares; 2025Q4: 4,175 shares 4,175 $471K 0.04% +98 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: 7,129 shares; 2025Q3: 6,416 shares; 2025Q4: 6,105 shares 6,105 $468K 0.04% -311 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: 22,125 shares; 2024Q4: 21,797 shares; 2025Q1: 22,705 shares; 2025Q2: 6,189 shares; 2025Q3: 7,940 shares; 2025Q4: 4,044 shares 4,044 $466K 0.04% -3,896 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,000 shares; 2024Q4: 48,000 shares; 2025Q1: 58,500 shares; 2025Q2: 58,500 shares; 2025Q3: 58,854 shares; 2025Q4: 19,693 shares 19,693 $466K 0.04% -39,161 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,362 shares; 2024Q4: 6,301 shares; 2025Q1: 6,065 shares; 2025Q2: 8,238 shares; 2025Q3: 9,823 shares; 2025Q4: 9,406 shares 9,406 $463K 0.04% -417 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,213 shares; 2025Q4: 6,065 shares 6,065 $462K 0.04% +3,852 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,383 shares 2,383 $461K 0.04% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,777 shares; 2025Q2: 4,810 shares; 2025Q3: 5,313 shares; 2025Q4: 5,590 shares 5,590 $458K 0.04% +277 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS 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: 912 shares; 2025Q3: not reported; 2025Q4: 2,519 shares 2,519 $457K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,388 shares; 2025Q4: 6,772 shares 6,772 $453K 0.04% +1,384 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: 29,357 shares; 2024Q4: 33,501 shares; 2025Q1: 33,846 shares; 2025Q2: not reported; 2025Q3: 24,742 shares; 2025Q4: 25,456 shares 25,456 $450K 0.03% +714 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,086 shares; 2025Q3: 7,947 shares; 2025Q4: 5,540 shares 5,540 $449K 0.03% -2,407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 711 shares; 2025Q4: 733 shares 733 $448K 0.03% +22 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: 1,476 shares; 2025Q3: 2,224 shares; 2025Q4: 2,408 shares 2,408 $447K 0.03% +184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,271 shares; 2025Q3: 14,785 shares; 2025Q4: 15,812 shares 15,812 $447K 0.03% +1,027 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: 1,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,951 shares; 2025Q3: 2,522 shares; 2025Q4: 2,470 shares 2,470 $446K 0.03% -52 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 13,022 shares; 2025Q1: 8,214 shares; 2025Q2: 11,851 shares; 2025Q3: 16,512 shares; 2025Q4: 15,867 shares 15,867 $444K 0.03% -645 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: 11,086 shares; 2025Q3: 11,890 shares; 2025Q4: 8,875 shares 8,875 $444K 0.03% -3,015 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: 7,883 shares; 2025Q1: 8,065 shares; 2025Q2: not reported; 2025Q3: 2,263 shares; 2025Q4: 2,592 shares 2,592 $444K 0.03% +329 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,065 shares; 2025Q1: 3,177 shares; 2025Q2: 3,515 shares; 2025Q3: 4,357 shares; 2025Q4: 4,928 shares 4,928 $444K 0.03% +571 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT 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: 7,250 shares; 2025Q4: 7,946 shares 7,946 $443K 0.03% +696 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 6,074 shares; 2025Q1: 4,724 shares; 2025Q2: 4,679 shares; 2025Q3: 4,692 shares; 2025Q4: 9,772 shares 9,772 $443K 0.03% +5,080 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: not reported; 2025Q2: 2,527 shares; 2025Q3: 3,747 shares; 2025Q4: 3,425 shares 3,425 $438K 0.03% -322 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: 71,480 shares; 2024Q4: 69,102 shares; 2025Q1: 62,490 shares; 2025Q2: 34,184 shares; 2025Q3: 22,755 shares; 2025Q4: 6,985 shares 6,985 $434K 0.03% -15,770 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: 39,752 shares; 2024Q4: 30,452 shares; 2025Q1: 26,612 shares; 2025Q2: 25,029 shares; 2025Q3: 28,650 shares; 2025Q4: 4,940 shares 4,940 $431K 0.03% -23,710 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,456 shares; 2025Q4: 3,750 shares 3,750 $430K 0.03% +1,294 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,149 shares; 2024Q4: 2,419 shares; 2025Q1: 2,325 shares; 2025Q2: 3,617 shares; 2025Q3: 3,758 shares; 2025Q4: 4,181 shares 4,181 $430K 0.03% +423 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,876 shares; 2024Q4: 6,787 shares; 2025Q1: 6,327 shares; 2025Q2: 6,503 shares; 2025Q3: 6,556 shares; 2025Q4: 6,766 shares 6,766 $429K 0.03% +210 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN 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: 23,280 shares; 2025Q3: 30,148 shares; 2025Q4: 30,858 shares 30,858 $429K 0.03% +710 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,948 shares; 2025Q3: 6,944 shares; 2025Q4: 7,318 shares 7,318 $429K 0.03% +374 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,308 shares; 2025Q4: 1,011 shares 1,011 $424K 0.03% -297 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 4,280 shares; 2025Q1: 3,089 shares; 2025Q2: 3,751 shares; 2025Q3: 3,054 shares; 2025Q4: 2,634 shares 2,634 $424K 0.03% -420 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: 7,790 shares; 2024Q4: 7,700 shares; 2025Q1: 7,649 shares; 2025Q2: 4,576 shares; 2025Q3: 3,634 shares; 2025Q4: 3,376 shares 3,376 $423K 0.03% -258 Timeline ESTC ELASTIC N V More: the full row for ELASTIC 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: 3,037 shares; 2025Q4: 5,600 shares 5,600 $422K 0.03% +2,563 Timeline IMCG 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: 5,178 shares; 2024Q4: 5,023 shares; 2025Q1: 5,289 shares; 2025Q2: 5,289 shares; 2025Q3: 5,289 shares; 2025Q4: 5,289 shares 5,289 $422K 0.03% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,880 shares; 2024Q4: 13,518 shares; 2025Q1: 10,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,401 shares 11,401 $422K 0.03% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: 14,952 shares; 2025Q1: 15,394 shares; 2025Q2: 23,429 shares; 2025Q3: 32,751 shares; 2025Q4: 41,650 shares 41,650 $421K 0.03% +8,899 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: 5,797 shares; 2024Q4: 3,708 shares; 2025Q1: 3,606 shares; 2025Q2: 3,466 shares; 2025Q3: 3,432 shares; 2025Q4: 3,797 shares 3,797 $418K 0.03% +365 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,025 shares 14,025 $415K 0.03% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,637 shares; 2025Q3: 3,064 shares; 2025Q4: 3,643 shares 3,643 $414K 0.03% +579 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,383 shares; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $414K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 9,974 shares; 2025Q1: 10,720 shares; 2025Q2: 11,096 shares; 2025Q3: 11,445 shares; 2025Q4: 4,688 shares 4,688 $411K 0.03% -6,757 Timeline DFAI 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: 10,734 shares; 2025Q3: 10,734 shares; 2025Q4: 10,734 shares 10,734 $409K 0.03% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 1,828 shares; 2025Q1: 1,774 shares; 2025Q2: 1,824 shares; 2025Q3: 1,990 shares; 2025Q4: 1,884 shares 1,884 $409K 0.03% -106 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: 9,404 shares; 2024Q4: 7,851 shares; 2025Q1: 7,528 shares; 2025Q2: 6,755 shares; 2025Q3: 3,865 shares; 2025Q4: 2,025 shares 2,025 $404K 0.03% -1,840 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,772 shares; 2025Q1: 4,783 shares; 2025Q2: 2,965 shares; 2025Q3: 3,355 shares; 2025Q4: 3,039 shares 3,039 $403K 0.03% -316 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: 1,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,159 shares; 2025Q4: 2,456 shares 2,456 $401K 0.03% +297 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: 2,322 shares; 2024Q4: 2,304 shares; 2025Q1: 2,849 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,410 shares 5,410 $398K 0.03% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,973 shares; 2024Q4: 17,961 shares; 2025Q1: 16,950 shares; 2025Q2: 16,278 shares; 2025Q3: 16,077 shares; 2025Q4: 5,590 shares 5,590 $397K 0.03% -10,487 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: 53,466 shares; 2024Q4: 52,890 shares; 2025Q1: 32,692 shares; 2025Q2: 8,351 shares; 2025Q3: 8,423 shares; 2025Q4: 8,466 shares 8,466 $397K 0.03% +43 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest 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: 9,146 shares 9,146 $396K 0.03% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,968 shares; 2024Q4: 4,077 shares; 2025Q1: 4,014 shares; 2025Q2: 3,899 shares; 2025Q3: 3,698 shares; 2025Q4: 2,613 shares 2,613 $395K 0.03% -1,085 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 6,595 shares; 2025Q4: 7,302 shares 7,302 $395K 0.03% +707 Timeline ISCV 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: 5,890 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares; 2025Q2: 5,727 shares; 2025Q3: 5,727 shares; 2025Q4: 5,727 shares 5,727 $392K 0.03% 0 Timeline FJUN 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: not reported; 2024Q4: not reported; 2025Q1: 5,300 shares; 2025Q2: 7,280 shares; 2025Q3: 7,280 shares; 2025Q4: 6,840 shares 6,840 $390K 0.03% -440 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 7,792 shares; 2025Q2: 10,993 shares; 2025Q3: 11,166 shares; 2025Q4: 8,409 shares 8,409 $389K 0.03% -2,757 Timeline CLOA 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: 44,274 shares; 2024Q4: 27,275 shares; 2025Q1: 28,215 shares; 2025Q2: 11,213 shares; 2025Q3: 11,183 shares; 2025Q4: 7,511 shares 7,511 $389K 0.03% -3,672 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: 618 shares; 2024Q4: 645 shares; 2025Q1: 672 shares; 2025Q2: 715 shares; 2025Q3: 768 shares; 2025Q4: 681 shares 681 $388K 0.03% -87 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 2,784 shares; 2025Q4: 4,424 shares 4,424 $386K 0.03% +1,640 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,146 shares 7,146 $385K 0.03% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,822 shares; 2025Q1: 4,593 shares; 2025Q2: 5,187 shares; 2025Q3: 5,183 shares; 2025Q4: 4,397 shares 4,397 $384K 0.03% -786 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 12,754 shares; 2025Q1: 12,719 shares; 2025Q2: 13,692 shares; 2025Q3: 12,615 shares; 2025Q4: 12,268 shares 12,268 $383K 0.03% -347 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 892 shares; 2025Q4: 1,083 shares 1,083 $383K 0.03% +191 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,317 shares 1,317 $382K 0.03% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,487 shares; 2025Q3: 8,289 shares; 2025Q4: 8,616 shares 8,616 $382K 0.03% +327 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest 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: 5,653 shares 5,653 $381K 0.03% new 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: 141,117 shares; 2024Q4: 139,354 shares; 2025Q1: 140,469 shares; 2025Q2: 14,978 shares; 2025Q3: 21,663 shares; 2025Q4: 13,855 shares 13,855 $381K 0.03% -7,808 Timeline IAK 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: 2,794 shares 2,794 $380K 0.03% new Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 13,138 shares; 2025Q4: 14,442 shares 14,442 $379K 0.03% +1,304 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: 14,563 shares; 2024Q4: 13,080 shares; 2025Q1: 13,475 shares; 2025Q2: 7,560 shares; 2025Q3: 7,620 shares; 2025Q4: 6,530 shares 6,530 $377K 0.03% -1,090 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: not reported; 2024Q4: 2,851 shares; 2025Q1: 4,351 shares; 2025Q2: 4,269 shares; 2025Q3: 4,426 shares; 2025Q4: 2,323 shares 2,323 $376K 0.03% -2,103 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY 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: 7,402 shares; 2025Q3: 12,643 shares; 2025Q4: 10,266 shares 10,266 $376K 0.03% -2,377 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: 4,247 shares; 2025Q4: 4,506 shares 4,506 $376K 0.03% +259 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 864 shares; 2025Q3: 776 shares; 2025Q4: 1,270 shares 1,270 $376K 0.03% +494 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: 9,696 shares; 2024Q4: 11,750 shares; 2025Q1: 11,485 shares; 2025Q2: 8,061 shares; 2025Q3: 5,782 shares; 2025Q4: 5,598 shares 5,598 $375K 0.03% -184 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: 19,180 shares; 2024Q4: 15,938 shares; 2025Q1: 19,255 shares; 2025Q2: 17,114 shares; 2025Q3: 17,528 shares; 2025Q4: 16,285 shares 16,285 $375K 0.03% -1,243 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,478 shares 1,478 $375K 0.03% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,639 shares; 2025Q3: 2,040 shares; 2025Q4: 2,220 shares 2,220 $372K 0.03% +180 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: 9,743 shares; 2024Q4: 9,483 shares; 2025Q1: not reported; 2025Q2: 8,093 shares; 2025Q3: 11,675 shares; 2025Q4: 10,795 shares 10,795 $372K 0.03% -880 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 767 shares; 2025Q3: 975 shares; 2025Q4: 1,091 shares 1,091 $371K 0.03% +116 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 2,472 shares; 2025Q3: 2,987 shares; 2025Q4: 2,926 shares 2,926 $370K 0.03% -61 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: 1,435 shares; 2024Q4: 1,373 shares; 2025Q1: 1,635 shares; 2025Q2: 2,328 shares; 2025Q3: 2,303 shares; 2025Q4: 1,807 shares 1,807 $369K 0.03% -496 Timeline ADT ADT INC DEL More: the full row for ADT 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: 11,168 shares; 2025Q3: 45,517 shares; 2025Q4: 45,584 shares 45,584 $368K 0.03% +67 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 25,015 shares; 2025Q3: 28,646 shares; 2025Q4: 29,451 shares 29,451 $368K 0.03% +805 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP 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: 903 shares; 2025Q3: 1,877 shares; 2025Q4: 1,079 shares 1,079 $366K 0.03% -798 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 4,559 shares; 2025Q1: 4,460 shares; 2025Q2: 3,471 shares; 2025Q3: 2,835 shares; 2025Q4: 2,543 shares 2,543 $366K 0.03% -292 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: 1,068 shares 1,068 $363K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,912 shares; 2025Q3: 6,954 shares; 2025Q4: 6,196 shares 6,196 $363K 0.03% -758 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 1,736 shares 1,736 $362K 0.03% new 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: 40,930 shares; 2024Q4: 54,400 shares; 2025Q1: 34,537 shares; 2025Q2: 34,183 shares; 2025Q3: 34,893 shares; 2025Q4: 14,566 shares 14,566 $362K 0.03% -20,327 Timeline XYLD 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: 6,255 shares; 2025Q3: 7,414 shares; 2025Q4: 8,875 shares 8,875 $361K 0.03% +1,461 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,071 shares 9,071 $358K 0.03% 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: 2,272 shares; 2025Q1: 2,284 shares; 2025Q2: 2,298 shares; 2025Q3: 2,948 shares; 2025Q4: 3,244 shares 3,244 $358K 0.03% +296 Timeline IGV 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: 8,424 shares; 2025Q1: 27,147 shares; 2025Q2: 27,468 shares; 2025Q3: 3,310 shares; 2025Q4: 3,385 shares 3,385 $358K 0.03% +75 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 2,220 shares; 2025Q4: 2,519 shares 2,519 $357K 0.03% +299 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest 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: 4,557 shares; 2025Q4: 5,139 shares 5,139 $357K 0.03% +582 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,650 shares; 2025Q1: 2,174 shares; 2025Q2: 2,085 shares; 2025Q3: 2,299 shares; 2025Q4: 2,462 shares 2,462 $356K 0.03% +163 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,622 shares; 2025Q4: 1,791 shares 1,791 $356K 0.03% +169 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 4,205 shares; 2025Q1: 3,991 shares; 2025Q2: 4,661 shares; 2025Q3: 3,754 shares; 2025Q4: 2,967 shares 2,967 $355K 0.03% -787 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: 1,955 shares; 2025Q3: 2,538 shares; 2025Q4: 1,459 shares 1,459 $354K 0.03% -1,079 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON 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: 6,973 shares; 2025Q4: 7,412 shares 7,412 $353K 0.03% +439 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,431 shares; 2025Q1: 2,312 shares; 2025Q2: 2,353 shares; 2025Q3: 2,455 shares; 2025Q4: 2,577 shares 2,577 $351K 0.03% +122 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: 2,813 shares; 2025Q4: 1,632 shares 1,632 $350K 0.03% -1,181 Timeline IBTJ 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: 46,925 shares; 2024Q4: 46,925 shares; 2025Q1: 46,925 shares; 2025Q2: 15,925 shares; 2025Q3: 15,925 shares; 2025Q4: 15,925 shares 15,925 $349K 0.03% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP 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: 7,745 shares; 2025Q4: 10,798 shares 10,798 $349K 0.03% +3,053 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $347K 0.03% 0 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: 820 shares; 2024Q4: 819 shares; 2025Q1: 748 shares; 2025Q2: 782 shares; 2025Q3: 779 shares; 2025Q4: 743 shares 743 $346K 0.03% -36 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 2,921 shares; 2025Q3: 2,780 shares; 2025Q4: 3,337 shares 3,337 $344K 0.03% +557 Timeline ASH ASHLAND INC More: the full row for ASHLAND 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: 5,797 shares; 2025Q4: 5,844 shares 5,844 $343K 0.03% +47 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 14,445 shares 14,445 $342K 0.03% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 8,439 shares; 2025Q4: 7,594 shares 7,594 $342K 0.03% -845 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,379 shares; 2025Q1: 2,896 shares; 2025Q2: 2,528 shares; 2025Q3: 1,317 shares; 2025Q4: 1,165 shares 1,165 $342K 0.03% -152 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: 3,021 shares; 2025Q1: 3,501 shares; 2025Q2: 4,013 shares; 2025Q3: 4,013 shares; 2025Q4: 4,013 shares 4,013 $342K 0.03% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,369 shares; 2025Q2: 1,032 shares; 2025Q3: 1,199 shares; 2025Q4: 619 shares 619 $341K 0.03% -580 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 5,720 shares; 2025Q3: 5,720 shares; 2025Q4: 5,720 shares 5,720 $341K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,073 shares; 2024Q4: 40,611 shares; 2025Q1: 18,310 shares; 2025Q2: 22,999 shares; 2025Q3: 24,521 shares; 2025Q4: 25,866 shares 25,866 $339K 0.03% +1,345 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 5,466 shares; 2025Q1: 6,271 shares; 2025Q2: 6,419 shares; 2025Q3: 6,608 shares; 2025Q4: 4,595 shares 4,595 $339K 0.03% -2,013 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 7,705 shares 7,705 $338K 0.03% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 183 shares; 2025Q3: 182 shares; 2025Q4: 157 shares 157 $337K 0.03% -25 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 2,255 shares 2,255 $336K 0.03% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,412 shares 1,412 $335K 0.03% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,297 shares 3,297 $335K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,472 shares; 2024Q4: 6,475 shares; 2025Q1: 7,341 shares; 2025Q2: 6,570 shares; 2025Q3: 5,526 shares; 2025Q4: 6,331 shares 6,331 $335K 0.03% +805 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: 2,947 shares; 2024Q4: 3,147 shares; 2025Q1: 2,948 shares; 2025Q2: 3,010 shares; 2025Q3: 3,119 shares; 2025Q4: 2,830 shares 2,830 $332K 0.03% -289 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: 2,909 shares; 2025Q4: 4,263 shares 4,263 $330K 0.03% +1,354 Timeline HYLS 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: 10,033 shares; 2025Q2: 11,222 shares; 2025Q3: 8,144 shares; 2025Q4: 7,878 shares 7,878 $330K 0.03% -266 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP 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: 10,004 shares; 2025Q3: 10,055 shares; 2025Q4: 10,000 shares 10,000 $328K 0.03% -55 Timeline IXP 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: 2,392 shares; 2025Q2: 2,489 shares; 2025Q3: 2,584 shares; 2025Q4: 2,687 shares 2,687 $326K 0.03% +103 Timeline