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: 1,595 shares; 2024Q4: 98,851 shares; 2025Q1: 98,893 shares; 2025Q2: 98,907 shares; 2025Q3: 98,956 shares; 2025Q4: 98,906 shares 98,906 $57.4M 5.78% -50 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: 179,386 shares; 2024Q4: 210,811 shares; 2025Q1: 223,865 shares; 2025Q2: 222,547 shares; 2025Q3: 217,634 shares; 2025Q4: 221,238 shares 221,238 $41.3M 4.15% +3,604 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: 50,938 shares; 2024Q4: 57,944 shares; 2025Q1: 59,712 shares; 2025Q2: 62,830 shares; 2025Q3: 63,370 shares; 2025Q4: 66,385 shares 66,385 $32.1M 3.23% +3,015 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,182 shares; 2024Q4: 95,682 shares; 2025Q1: 100,863 shares; 2025Q2: 100,707 shares; 2025Q3: 101,151 shares; 2025Q4: 99,937 shares 99,937 $27.2M 2.73% -1,214 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: 80,807 shares; 2024Q4: 86,284 shares; 2025Q1: 86,240 shares; 2025Q2: 85,913 shares; 2025Q3: 84,216 shares; 2025Q4: 83,164 shares 83,164 $26M 2.62% -1,052 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: 96,141 shares; 2024Q4: 93,771 shares; 2025Q1: 122,757 shares; 2025Q2: 206,618 shares; 2025Q3: 176,389 shares; 2025Q4: 215,512 shares 215,512 $19.7M 1.98% +39,123 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: 212,015 shares; 2024Q4: 217,815 shares; 2025Q1: 175,992 shares; 2025Q2: 201,257 shares; 2025Q3: 212,089 shares; 2025Q4: 199,992 shares 199,992 $17.2M 1.73% -12,097 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: 68,864 shares; 2024Q4: 83,469 shares; 2025Q1: 91,533 shares; 2025Q2: 96,031 shares; 2025Q3: 97,986 shares; 2025Q4: 70,174 shares 70,174 $16.2M 1.63% -27,812 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: 33,885 shares; 2024Q4: 36,880 shares; 2025Q1: 46,173 shares; 2025Q2: 47,820 shares; 2025Q3: 50,237 shares; 2025Q4: 51,380 shares 51,380 $16.1M 1.62% +1,143 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,338 shares; 2024Q4: 323,289 shares; 2025Q1: 314,468 shares; 2025Q2: 348,131 shares; 2025Q3: 359,192 shares; 2025Q4: 356,940 shares 356,940 $15.3M 1.54% -2,252 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: 584,333 shares; 2024Q4: 630,896 shares; 2025Q1: 705,239 shares; 2025Q2: 954,599 shares; 2025Q3: 1,139,528 shares; 2025Q4: 1,355,114 shares 1,355,114 $14.5M 1.46% +215,586 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: 94,745 shares; 2024Q4: 102,604 shares; 2025Q1: 117,656 shares; 2025Q2: 167,696 shares; 2025Q3: 247,183 shares; 2025Q4: 287,063 shares 287,063 $13.5M 1.36% +39,880 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: 20,686 shares; 2024Q4: 20,166 shares; 2025Q1: 23,965 shares; 2025Q2: 26,769 shares; 2025Q3: 28,891 shares; 2025Q4: 30,412 shares 30,412 $12.1M 1.21% +1,521 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: 23,526 shares; 2024Q4: 24,505 shares; 2025Q1: 27,949 shares; 2025Q2: 20,824 shares; 2025Q3: 41,446 shares; 2025Q4: 42,006 shares 42,006 $12M 1.21% +560 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: 22,201 shares; 2024Q4: 21,759 shares; 2025Q1: 34,339 shares; 2025Q2: 53,535 shares; 2025Q3: 49,547 shares; 2025Q4: 60,776 shares 60,776 $11.8M 1.19% +11,229 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,804 shares; 2024Q4: 163,441 shares; 2025Q1: 155,263 shares; 2025Q2: 141,804 shares; 2025Q3: 146,154 shares; 2025Q4: 137,768 shares 137,768 $11.1M 1.12% -8,386 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,530 shares; 2024Q4: 20,221 shares; 2025Q1: 28,029 shares; 2025Q2: 35,262 shares; 2025Q3: 41,003 shares; 2025Q4: 56,930 shares 56,930 $11.1M 1.11% +15,927 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: 34,903 shares; 2024Q4: 41,325 shares; 2025Q1: 39,306 shares; 2025Q2: 38,347 shares; 2025Q3: 34,415 shares; 2025Q4: 33,654 shares 33,654 $10.8M 1.09% -761 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: 125,575 shares; 2024Q4: 122,798 shares; 2025Q1: 137,851 shares; 2025Q2: 152,760 shares; 2025Q3: 166,101 shares; 2025Q4: 176,525 shares 176,525 $10.6M 1.07% +10,424 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,086 shares; 2025Q2: 117,265 shares; 2025Q3: 332,230 shares; 2025Q4: 340,318 shares 340,318 $9.88M 0.99% +8,088 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: 23,219 shares; 2024Q4: 22,230 shares; 2025Q1: 23,946 shares; 2025Q2: 18,216 shares; 2025Q3: 18,285 shares; 2025Q4: 16,035 shares 16,035 $9.85M 0.99% -2,250 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: 18,122 shares; 2024Q4: 21,476 shares; 2025Q1: 21,403 shares; 2025Q2: 21,132 shares; 2025Q3: 21,752 shares; 2025Q4: 21,768 shares 21,768 $9.79M 0.99% +16 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,604 shares; 2024Q4: 57,286 shares; 2025Q1: 42,668 shares; 2025Q2: 42,939 shares; 2025Q3: 38,508 shares; 2025Q4: 37,706 shares 37,706 $9.54M 0.96% -802 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,287 shares; 2024Q4: 43,842 shares; 2025Q1: 75,929 shares; 2025Q2: 93,812 shares; 2025Q3: 99,302 shares; 2025Q4: 103,516 shares 103,516 $9.47M 0.95% +4,214 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: 7,572 shares; 2024Q4: 8,920 shares; 2025Q1: 9,356 shares; 2025Q2: 9,917 shares; 2025Q3: 13,527 shares; 2025Q4: 13,716 shares 13,716 $9.05M 0.91% +189 Timeline COPX 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: 24,690 shares; 2025Q3: 72,494 shares; 2025Q4: 126,087 shares 126,087 $9.05M 0.91% +53,593 Timeline IWY 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: 26,471 shares; 2025Q2: 28,016 shares; 2025Q3: 31,549 shares; 2025Q4: 31,186 shares 31,186 $8.64M 0.87% -363 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: 10,067 shares; 2024Q4: 10,531 shares; 2025Q1: 16,357 shares; 2025Q2: 19,749 shares; 2025Q3: 23,412 shares; 2025Q4: 26,819 shares 26,819 $8.54M 0.86% +3,407 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: 15,715 shares; 2024Q4: 17,565 shares; 2025Q1: 17,021 shares; 2025Q2: 16,571 shares; 2025Q3: 15,317 shares; 2025Q4: 14,846 shares 14,846 $8.48M 0.85% -471 Timeline JCPB 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: 122,022 shares; 2024Q4: 129,855 shares; 2025Q1: 157,387 shares; 2025Q2: 160,980 shares; 2025Q3: 171,056 shares; 2025Q4: 176,248 shares 176,248 $8.35M 0.84% +5,192 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: 268,068 shares; 2024Q4: 281,715 shares; 2025Q1: 313,995 shares; 2025Q2: 314,770 shares; 2025Q3: 303,354 shares; 2025Q4: 304,946 shares 304,946 $8.21M 0.83% +1,592 Timeline XMHQ 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: 42,520 shares; 2024Q4: 44,798 shares; 2025Q1: 70,930 shares; 2025Q2: 73,938 shares; 2025Q3: 78,521 shares; 2025Q4: 79,231 shares 79,231 $8.11M 0.82% +710 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: 8,523 shares; 2024Q4: 10,275 shares; 2025Q1: 10,797 shares; 2025Q2: 11,439 shares; 2025Q3: 11,276 shares; 2025Q4: 11,731 shares 11,731 $8M 0.81% +455 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: 12,367 shares; 2024Q4: 13,307 shares; 2025Q1: 13,699 shares; 2025Q2: 13,759 shares; 2025Q3: 14,421 shares; 2025Q4: 15,816 shares 15,816 $7.95M 0.8% +1,395 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: 163,099 shares; 2024Q4: 173,518 shares; 2025Q1: 171,487 shares; 2025Q2: 166,852 shares; 2025Q3: 172,938 shares; 2025Q4: 169,420 shares 169,420 $7.88M 0.79% -3,518 Timeline BYLD 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: 171,170 shares; 2024Q4: 185,635 shares; 2025Q1: 266,998 shares; 2025Q2: 299,098 shares; 2025Q3: 345,631 shares; 2025Q4: 340,500 shares 340,500 $7.75M 0.78% -5,131 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: 62,857 shares; 2024Q4: 71,035 shares; 2025Q1: 70,826 shares; 2025Q2: 70,181 shares; 2025Q3: 67,507 shares; 2025Q4: 66,987 shares 66,987 $7.46M 0.75% -520 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: 20,014 shares; 2024Q4: 21,901 shares; 2025Q1: 22,197 shares; 2025Q2: 21,147 shares; 2025Q3: 21,011 shares; 2025Q4: 20,928 shares 20,928 $7.24M 0.73% -83 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,872 shares; 2024Q4: 115,807 shares; 2025Q1: 135,969 shares; 2025Q2: 169,034 shares; 2025Q3: 201,544 shares; 2025Q4: 242,271 shares 242,271 $7.22M 0.73% +40,727 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,853 shares; 2024Q4: 302,539 shares; 2025Q1: 302,389 shares; 2025Q2: 295,659 shares; 2025Q3: 295,420 shares; 2025Q4: 295,455 shares 295,455 $6.97M 0.7% +35 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,581 shares; 2025Q2: 9,900 shares; 2025Q3: 11,631 shares; 2025Q4: 13,067 shares 13,067 $6.96M 0.7% +1,436 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: 26,115 shares; 2024Q4: 32,066 shares; 2025Q1: 49,862 shares; 2025Q2: 56,741 shares; 2025Q3: 72,008 shares; 2025Q4: 78,367 shares 78,367 $6.56M 0.66% +6,359 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,007 shares; 2024Q4: 34,723 shares; 2025Q1: 37,331 shares; 2025Q2: 40,597 shares; 2025Q3: 93,894 shares; 2025Q4: 91,115 shares 91,115 $6.33M 0.64% -2,779 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,711 shares; 2024Q4: 19,537 shares; 2025Q1: 17,612 shares; 2025Q2: 17,243 shares; 2025Q3: 61,853 shares; 2025Q4: 64,957 shares 64,957 $6M 0.6% +3,104 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,041 shares; 2024Q4: 152,833 shares; 2025Q1: 153,131 shares; 2025Q2: 151,732 shares; 2025Q3: 155,415 shares; 2025Q4: 148,572 shares 148,572 $5.98M 0.6% -6,843 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: 25,323 shares; 2024Q4: 27,140 shares; 2025Q1: 26,746 shares; 2025Q2: 25,705 shares; 2025Q3: 17,572 shares; 2025Q4: 16,677 shares 16,677 $5.85M 0.59% -895 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,122 shares; 2025Q2: 25,805 shares; 2025Q3: 50,437 shares; 2025Q4: 60,877 shares 60,877 $5.85M 0.59% +10,440 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: 5,866 shares; 2024Q4: 6,825 shares; 2025Q1: 34,687 shares; 2025Q2: 44,105 shares; 2025Q3: 49,999 shares; 2025Q4: 58,453 shares 58,453 $5.84M 0.59% +8,454 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,937 shares; 2024Q4: 123,000 shares; 2025Q1: 79,977 shares; 2025Q2: 256,360 shares; 2025Q3: 181,222 shares; 2025Q4: 140,875 shares 140,875 $5.32M 0.54% -40,347 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,385 shares 54,385 $5.29M 0.53% new 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: 6,835 shares; 2024Q4: 7,372 shares; 2025Q1: 7,177 shares; 2025Q2: 7,043 shares; 2025Q3: 6,339 shares; 2025Q4: 6,122 shares 6,122 $5.28M 0.53% -217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,766 shares; 2025Q4: 99,057 shares 99,057 $5.23M 0.53% +2,291 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,033 shares; 2024Q4: 32,734 shares; 2025Q1: 30,934 shares; 2025Q2: 29,008 shares; 2025Q3: 27,313 shares; 2025Q4: 25,276 shares 25,276 $5.13M 0.52% -2,037 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: 19,507 shares; 2024Q4: 48,136 shares; 2025Q1: 79,966 shares; 2025Q2: 70,045 shares; 2025Q3: 74,492 shares; 2025Q4: 75,483 shares 75,483 $4.98M 0.5% +991 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,251 shares; 2024Q4: 44,041 shares; 2025Q1: 43,668 shares; 2025Q2: 44,978 shares; 2025Q3: 49,757 shares; 2025Q4: 50,330 shares 50,330 $4.85M 0.49% +573 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,905 shares 58,905 $4.83M 0.49% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,666 shares; 2024Q4: 10,486 shares; 2025Q1: 9,530 shares; 2025Q2: 8,686 shares; 2025Q3: 8,434 shares; 2025Q4: 8,259 shares 8,259 $4.79M 0.48% -175 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: 4,418 shares; 2024Q4: 20,590 shares; 2025Q1: 42,006 shares; 2025Q2: 36,512 shares; 2025Q3: 51,837 shares; 2025Q4: 52,377 shares 52,377 $4.69M 0.47% +540 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: 17,797 shares; 2024Q4: 18,350 shares; 2025Q1: 17,392 shares; 2025Q2: 16,592 shares; 2025Q3: 15,191 shares; 2025Q4: 14,740 shares 14,740 $4.51M 0.45% -451 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: 26,633 shares; 2024Q4: 30,685 shares; 2025Q1: 29,734 shares; 2025Q2: 28,537 shares; 2025Q3: 24,925 shares; 2025Q4: 23,775 shares 23,775 $4.47M 0.45% -1,150 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,800 shares; 2024Q4: 19,825 shares; 2025Q1: 19,825 shares; 2025Q2: 19,825 shares; 2025Q3: 19,825 shares; 2025Q4: 19,825 shares 19,825 $4.31M 0.43% 0 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: 36,896 shares; 2024Q4: 33,921 shares; 2025Q1: 33,079 shares; 2025Q2: 33,206 shares; 2025Q3: 33,663 shares; 2025Q4: 31,611 shares 31,611 $4.11M 0.41% -2,052 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: 21,745 shares; 2024Q4: 20,196 shares; 2025Q1: 21,066 shares; 2025Q2: 25,136 shares; 2025Q3: 56,688 shares; 2025Q4: 53,068 shares 53,068 $4.09M 0.41% -3,620 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 2,595 shares; 2025Q1: 2,873 shares; 2025Q2: 2,966 shares; 2025Q3: 3,745 shares; 2025Q4: 3,797 shares 3,797 $4.08M 0.41% +52 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,047 shares; 2024Q4: 90,950 shares; 2025Q1: 90,920 shares; 2025Q2: 90,506 shares; 2025Q3: 98,024 shares; 2025Q4: 97,919 shares 97,919 $4.04M 0.41% -105 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: 15,960 shares; 2024Q4: 18,626 shares; 2025Q1: 18,605 shares; 2025Q2: 19,297 shares; 2025Q3: 17,449 shares; 2025Q4: 16,574 shares 16,574 $4.02M 0.4% -875 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,768 shares; 2024Q4: 28,151 shares; 2025Q1: 27,546 shares; 2025Q2: 27,202 shares; 2025Q3: 27,334 shares; 2025Q4: 25,886 shares 25,886 $3.96M 0.4% -1,448 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: 1,978 shares; 2024Q4: 2,811 shares; 2025Q1: 3,139 shares; 2025Q2: 2,923 shares; 2025Q3: 3,312 shares; 2025Q4: 23,113 shares 23,113 $3.95M 0.4% +19,801 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 33,715 shares; 2025Q4: 38,119 shares 38,119 $3.89M 0.39% +4,404 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: 16,256 shares; 2024Q4: 19,071 shares; 2025Q1: 18,207 shares; 2025Q2: 17,261 shares; 2025Q3: 14,746 shares; 2025Q4: 11,140 shares 11,140 $3.83M 0.39% -3,606 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,644 shares; 2024Q4: 69,042 shares; 2025Q1: 69,850 shares; 2025Q2: 66,451 shares; 2025Q3: 66,631 shares; 2025Q4: 73,371 shares 73,371 $3.75M 0.38% +6,740 Timeline REM 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: 161,866 shares; 2024Q4: 160,162 shares; 2025Q1: 161,368 shares; 2025Q2: 161,240 shares; 2025Q3: 167,253 shares; 2025Q4: 161,435 shares 161,435 $3.58M 0.36% -5,818 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: 48,839 shares; 2024Q4: 47,017 shares; 2025Q1: 72,466 shares; 2025Q2: 79,805 shares; 2025Q3: 83,377 shares; 2025Q4: 83,756 shares 83,756 $3.58M 0.36% +379 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: 4,584 shares; 2024Q4: 7,809 shares; 2025Q1: 6,709 shares; 2025Q2: 8,579 shares; 2025Q3: 5,100 shares; 2025Q4: 5,079 shares 5,079 $3.48M 0.35% -21 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: 3,200 shares; 2024Q4: 2,852 shares; 2025Q1: 3,059 shares; 2025Q2: 17,189 shares; 2025Q3: 16,486 shares; 2025Q4: 16,087 shares 16,087 $3.45M 0.35% -399 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,826 shares; 2025Q1: 1,772 shares; 2025Q2: 6,812 shares; 2025Q3: 6,410 shares; 2025Q4: 6,010 shares 6,010 $3.4M 0.34% -400 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 15,469 shares; 2025Q1: 14,908 shares; 2025Q2: 13,708 shares; 2025Q3: 8,110 shares; 2025Q4: 7,973 shares 7,973 $3.37M 0.34% -137 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,534 shares; 2024Q4: 30,057 shares; 2025Q1: 54,659 shares; 2025Q2: 60,195 shares; 2025Q3: 74,842 shares; 2025Q4: 72,793 shares 72,793 $3.32M 0.33% -2,049 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: 11,421 shares; 2024Q4: 12,388 shares; 2025Q1: 12,701 shares; 2025Q2: 12,471 shares; 2025Q3: 12,574 shares; 2025Q4: 12,350 shares 12,350 $3.27M 0.33% -224 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: 14,247 shares; 2024Q4: 14,614 shares; 2025Q1: 14,349 shares; 2025Q2: 12,090 shares; 2025Q3: 10,132 shares; 2025Q4: 9,202 shares 9,202 $3.22M 0.32% -930 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: 8,075 shares; 2024Q4: 11,322 shares; 2025Q1: 15,737 shares; 2025Q2: 22,290 shares; 2025Q3: 30,054 shares; 2025Q4: 33,785 shares 33,785 $3.22M 0.32% +3,731 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: 8,999 shares; 2024Q4: 9,319 shares; 2025Q1: 9,154 shares; 2025Q2: 8,936 shares; 2025Q3: 7,877 shares; 2025Q4: 6,853 shares 6,853 $3.2M 0.32% -1,024 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,012 shares; 2025Q2: 38,627 shares; 2025Q3: 44,300 shares; 2025Q4: 53,940 shares 53,940 $3.19M 0.32% +9,640 Timeline MLPA 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: 63,001 shares; 2024Q4: 61,827 shares; 2025Q1: 65,615 shares; 2025Q2: 65,586 shares; 2025Q3: 68,124 shares; 2025Q4: 65,696 shares 65,696 $3.18M 0.32% -2,428 Timeline SDVY 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: 57,054 shares; 2024Q4: 61,619 shares; 2025Q1: 76,572 shares; 2025Q2: 80,066 shares; 2025Q3: 82,092 shares; 2025Q4: 82,141 shares 82,141 $3.15M 0.32% +49 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: 20,449 shares; 2024Q4: 21,365 shares; 2025Q1: 23,190 shares; 2025Q2: 21,351 shares; 2025Q3: 19,007 shares; 2025Q4: 19,374 shares 19,374 $2.98M 0.3% +367 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: 12,992 shares; 2024Q4: 13,679 shares; 2025Q1: 14,017 shares; 2025Q2: 13,727 shares; 2025Q3: 7,592 shares; 2025Q4: 7,448 shares 7,448 $2.9M 0.29% -144 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: 68,971 shares; 2024Q4: 72,117 shares; 2025Q1: 68,892 shares; 2025Q2: 63,417 shares; 2025Q3: 39,051 shares; 2025Q4: 35,672 shares 35,672 $2.86M 0.29% -3,379 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: 8,180 shares; 2024Q4: 8,569 shares; 2025Q1: 10,057 shares; 2025Q2: 10,057 shares; 2025Q3: 10,131 shares; 2025Q4: 9,639 shares 9,639 $2.86M 0.29% -492 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,921 shares; 2024Q4: 15,309 shares; 2025Q1: 18,833 shares; 2025Q2: 20,154 shares; 2025Q3: 64,405 shares; 2025Q4: 64,236 shares 64,236 $2.8M 0.28% -169 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: not reported; 2024Q4: 7,027 shares; 2025Q1: not reported; 2025Q2: 26,129 shares; 2025Q3: 29,128 shares; 2025Q4: 28,241 shares 28,241 $2.72M 0.27% -887 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: 13,428 shares; 2024Q4: 15,903 shares; 2025Q1: 15,063 shares; 2025Q2: 12,193 shares; 2025Q3: 9,423 shares; 2025Q4: 8,228 shares 8,228 $2.72M 0.27% -1,195 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: not reported; 2024Q4: 1,945 shares; 2025Q1: not reported; 2025Q2: 11,388 shares; 2025Q3: 11,331 shares; 2025Q4: 10,976 shares 10,976 $2.7M 0.27% -355 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,178 shares; 2025Q1: 12,423 shares; 2025Q2: 27,795 shares; 2025Q3: 33,915 shares; 2025Q4: 44,800 shares 44,800 $2.68M 0.27% +10,885 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,015 shares; 2024Q4: 38,228 shares; 2025Q1: 56,549 shares; 2025Q2: 59,745 shares; 2025Q3: 62,413 shares; 2025Q4: 63,476 shares 63,476 $2.67M 0.27% +1,063 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: 11,165 shares; 2024Q4: 10,946 shares; 2025Q1: 10,648 shares; 2025Q2: 9,276 shares; 2025Q3: 16,131 shares; 2025Q4: 17,318 shares 17,318 $2.64M 0.27% +1,187 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: 37,771 shares; 2024Q4: 35,255 shares; 2025Q1: 31,334 shares; 2025Q2: 36,973 shares; 2025Q3: 104,266 shares; 2025Q4: 104,628 shares 104,628 $2.61M 0.26% +362 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: 32,577 shares; 2024Q4: 33,844 shares; 2025Q1: 33,583 shares; 2025Q2: 34,431 shares; 2025Q3: 27,326 shares; 2025Q4: 21,166 shares 21,166 $2.55M 0.26% -6,160 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: 3,293 shares; 2024Q4: 4,862 shares; 2025Q1: 3,805 shares; 2025Q2: 3,434 shares; 2025Q3: 3,569 shares; 2025Q4: 4,020 shares 4,020 $2.52M 0.25% +451 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: 7,500 shares; 2024Q4: 9,378 shares; 2025Q1: 10,100 shares; 2025Q2: 11,231 shares; 2025Q3: 11,554 shares; 2025Q4: 11,983 shares 11,983 $2.48M 0.25% +429 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,445 shares; 2025Q1: 2,047 shares; 2025Q2: 1,934 shares; 2025Q3: 2,036 shares; 2025Q4: 1,992 shares 1,992 $2.42M 0.24% -44 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: 27,219 shares; 2024Q4: 23,762 shares; 2025Q1: 22,000 shares; 2025Q2: 20,676 shares; 2025Q3: 16,883 shares; 2025Q4: 16,730 shares 16,730 $2.4M 0.24% -153 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 159,263 shares 159,263 $2.39M 0.24% new 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: 9,233 shares; 2024Q4: 9,213 shares; 2025Q1: 9,554 shares; 2025Q2: 10,453 shares; 2025Q3: 10,367 shares; 2025Q4: 10,314 shares 10,314 $2.36M 0.24% -53 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: 1,515 shares; 2024Q4: 1,855 shares; 2025Q1: 2,298 shares; 2025Q2: 2,361 shares; 2025Q3: 2,326 shares; 2025Q4: 24,810 shares 24,810 $2.33M 0.23% +22,484 Timeline XAR 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: 11,311 shares; 2024Q4: 10,745 shares; 2025Q1: 10,457 shares; 2025Q2: 10,407 shares; 2025Q3: 10,261 shares; 2025Q4: 9,521 shares 9,521 $2.3M 0.23% -740 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,095 shares; 2024Q4: 34,767 shares; 2025Q1: 29,525 shares; 2025Q2: 25,814 shares; 2025Q3: 24,790 shares; 2025Q4: 21,662 shares 21,662 $2.27M 0.23% -3,128 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: 46,323 shares; 2024Q4: 45,930 shares; 2025Q1: 43,133 shares; 2025Q2: 41,305 shares; 2025Q3: 41,894 shares; 2025Q4: 39,099 shares 39,099 $2.25M 0.23% -2,795 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: 14,623 shares; 2024Q4: 14,787 shares; 2025Q1: 14,656 shares; 2025Q2: 14,367 shares; 2025Q3: 19,157 shares; 2025Q4: 19,159 shares 19,159 $2.24M 0.23% +2 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,669 shares; 2024Q4: 16,896 shares; 2025Q1: 16,790 shares; 2025Q2: 15,701 shares; 2025Q3: 15,475 shares; 2025Q4: 14,962 shares 14,962 $2.22M 0.22% -513 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: 5,317 shares; 2024Q4: 5,372 shares; 2025Q1: 5,222 shares; 2025Q2: 4,942 shares; 2025Q3: 2,556 shares; 2025Q4: 2,409 shares 2,409 $2.12M 0.21% -147 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: 5,524 shares; 2024Q4: 5,428 shares; 2025Q1: 5,470 shares; 2025Q2: 5,275 shares; 2025Q3: 5,303 shares; 2025Q4: 4,953 shares 4,953 $2.11M 0.21% -350 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: 40,874 shares; 2024Q4: 39,075 shares; 2025Q1: 38,477 shares; 2025Q2: 50,762 shares; 2025Q3: 53,681 shares; 2025Q4: 51,471 shares 51,471 $2.1M 0.21% -2,210 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 36,863 shares; 2025Q1: 41,187 shares; 2025Q2: 62,268 shares; 2025Q3: 64,079 shares; 2025Q4: 65,164 shares 65,164 $2.02M 0.2% +1,085 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: 12,357 shares; 2024Q4: 13,969 shares; 2025Q1: 13,405 shares; 2025Q2: 13,311 shares; 2025Q3: 13,980 shares; 2025Q4: 14,015 shares 14,015 $2.01M 0.2% +35 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: 2,966 shares; 2024Q4: 3,174 shares; 2025Q1: 3,944 shares; 2025Q2: 12,825 shares; 2025Q3: 24,029 shares; 2025Q4: 46,973 shares 46,973 $2.01M 0.2% +22,944 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: 7,714 shares; 2024Q4: 8,269 shares; 2025Q1: 7,964 shares; 2025Q2: 7,562 shares; 2025Q3: 5,877 shares; 2025Q4: 4,295 shares 4,295 $1.95M 0.2% -1,582 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,203 shares; 2025Q1: 12,665 shares; 2025Q2: 13,655 shares; 2025Q3: 12,709 shares; 2025Q4: 12,676 shares 12,676 $1.93M 0.19% -33 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,150 shares; 2025Q1: 14,200 shares; 2025Q2: 16,200 shares; 2025Q3: 17,250 shares; 2025Q4: 17,950 shares 17,950 $1.92M 0.19% +700 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: 29,885 shares; 2024Q4: 37,321 shares; 2025Q1: 39,270 shares; 2025Q2: 37,809 shares; 2025Q3: 36,362 shares; 2025Q4: 34,588 shares 34,588 $1.9M 0.19% -1,774 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: 5,371 shares; 2024Q4: 5,391 shares; 2025Q1: 5,302 shares; 2025Q2: 5,156 shares; 2025Q3: 4,434 shares; 2025Q4: 4,024 shares 4,024 $1.89M 0.19% -410 Timeline FTSL 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: 58,495 shares; 2024Q4: 49,311 shares; 2025Q1: 48,938 shares; 2025Q2: 44,095 shares; 2025Q3: 42,575 shares; 2025Q4: 40,739 shares 40,739 $1.87M 0.19% -1,836 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: 4,528 shares; 2024Q4: 5,327 shares; 2025Q1: 4,803 shares; 2025Q2: 1,902 shares; 2025Q3: 1,724 shares; 2025Q4: 1,744 shares 1,744 $1.87M 0.19% +20 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 632 shares; 2025Q1: 2,718 shares; 2025Q2: 2,873 shares; 2025Q3: 2,776 shares; 2025Q4: 2,842 shares 2,842 $1.86M 0.19% +66 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: not reported; 2024Q4: 703 shares; 2025Q1: 827 shares; 2025Q2: 1,926 shares; 2025Q3: 3,080 shares; 2025Q4: 3,220 shares 3,220 $1.84M 0.19% +140 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: 10,417 shares; 2024Q4: 11,009 shares; 2025Q1: 10,500 shares; 2025Q2: 10,879 shares; 2025Q3: 11,349 shares; 2025Q4: 11,414 shares 11,414 $1.83M 0.18% +65 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,094 shares; 2024Q4: 74,183 shares; 2025Q1: 40,753 shares; 2025Q2: 40,177 shares; 2025Q3: 41,114 shares; 2025Q4: 39,146 shares 39,146 $1.81M 0.18% -1,968 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,094 shares; 2024Q4: 23,982 shares; 2025Q1: 23,219 shares; 2025Q2: 22,985 shares; 2025Q3: 23,060 shares; 2025Q4: 21,793 shares 21,793 $1.75M 0.18% -1,267 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: 6,148 shares; 2024Q4: 6,607 shares; 2025Q1: 5,993 shares; 2025Q2: 5,683 shares; 2025Q3: 4,357 shares; 2025Q4: 3,071 shares 3,071 $1.75M 0.18% -1,286 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: 8,405 shares; 2024Q4: 12,514 shares; 2025Q1: 16,838 shares; 2025Q2: 13,784 shares; 2025Q3: 18,303 shares; 2025Q4: 25,661 shares 25,661 $1.72M 0.17% +7,358 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: 1,530 shares; 2024Q4: 1,573 shares; 2025Q1: 1,533 shares; 2025Q2: 1,531 shares; 2025Q3: 3,634 shares; 2025Q4: 4,935 shares 4,935 $1.65M 0.17% +1,301 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: 14,248 shares; 2024Q4: 15,305 shares; 2025Q1: 14,096 shares; 2025Q2: 16,308 shares; 2025Q3: 15,127 shares; 2025Q4: 15,663 shares 15,663 $1.65M 0.17% +536 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: 681 shares; 2024Q4: 3,446 shares; 2025Q1: 3,450 shares; 2025Q2: 3,438 shares; 2025Q3: 3,448 shares; 2025Q4: 3,440 shares 3,440 $1.63M 0.16% -8 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: 18,159 shares; 2024Q4: 20,322 shares; 2025Q1: 18,667 shares; 2025Q2: 19,290 shares; 2025Q3: 20,341 shares; 2025Q4: 23,199 shares 23,199 $1.62M 0.16% +2,858 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 7,719 shares; 2025Q1: 6,970 shares; 2025Q2: 6,594 shares; 2025Q3: 8,463 shares; 2025Q4: 8,685 shares 8,685 $1.6M 0.16% +222 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: 9,441 shares; 2024Q4: 9,951 shares; 2025Q1: 4,396 shares; 2025Q2: 4,073 shares; 2025Q3: 3,792 shares; 2025Q4: 3,285 shares 3,285 $1.59M 0.16% -507 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: 5,937 shares; 2024Q4: 5,509 shares; 2025Q1: 7,383 shares; 2025Q2: 9,531 shares; 2025Q3: 7,769 shares; 2025Q4: 8,904 shares 8,904 $1.58M 0.16% +1,135 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: 38,876 shares; 2024Q4: 37,415 shares; 2025Q1: 34,459 shares; 2025Q2: 31,231 shares; 2025Q3: 29,925 shares; 2025Q4: 26,930 shares 26,930 $1.57M 0.16% -2,995 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: 3,897 shares; 2024Q4: 9,988 shares; 2025Q1: 14,213 shares; 2025Q2: 6,170 shares; 2025Q3: 6,034 shares; 2025Q4: 6,010 shares 6,010 $1.55M 0.16% -24 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,920 shares; 2024Q4: 8,972 shares; 2025Q1: 9,043 shares; 2025Q2: 7,301 shares; 2025Q3: 7,272 shares; 2025Q4: 7,244 shares 7,244 $1.54M 0.15% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,328 shares; 2025Q4: 41,516 shares 41,516 $1.53M 0.15% +4,188 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: 3,484 shares; 2024Q4: 3,004 shares; 2025Q1: 5,630 shares; 2025Q2: 7,628 shares; 2025Q3: 8,910 shares; 2025Q4: 9,412 shares 9,412 $1.52M 0.15% +502 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: 29,362 shares; 2024Q4: 29,922 shares; 2025Q1: 29,803 shares; 2025Q2: 28,282 shares; 2025Q3: 28,736 shares; 2025Q4: 28,536 shares 28,536 $1.51M 0.15% -200 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,806 shares; 2024Q4: 15,178 shares; 2025Q1: 13,294 shares; 2025Q2: 12,537 shares; 2025Q3: 12,011 shares; 2025Q4: 10,921 shares 10,921 $1.5M 0.15% -1,090 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: 73,708 shares; 2024Q4: 85,425 shares; 2025Q1: 74,649 shares; 2025Q2: 70,354 shares; 2025Q3: 65,928 shares; 2025Q4: 60,322 shares 60,322 $1.5M 0.15% -5,606 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: 11,730 shares; 2024Q4: 15,290 shares; 2025Q1: 12,930 shares; 2025Q2: 12,320 shares; 2025Q3: 5,270 shares; 2025Q4: 5,285 shares 5,285 $1.44M 0.15% +15 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 11,478 shares; 2025Q1: 17,923 shares; 2025Q2: 22,406 shares; 2025Q3: 15,207 shares; 2025Q4: 18,919 shares 18,919 $1.44M 0.14% +3,712 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: 12,487 shares; 2024Q4: 9,918 shares; 2025Q1: 8,512 shares; 2025Q2: 8,114 shares; 2025Q3: 8,293 shares; 2025Q4: 11,119 shares 11,119 $1.42M 0.14% +2,826 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,859 shares; 2025Q1: 30,242 shares; 2025Q2: 30,438 shares; 2025Q3: 31,104 shares; 2025Q4: 29,475 shares 29,475 $1.41M 0.14% -1,629 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: 754 shares; 2024Q4: 733 shares; 2025Q1: 716 shares; 2025Q2: 711 shares; 2025Q3: 3,587 shares; 2025Q4: 3,907 shares 3,907 $1.37M 0.14% +320 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,356 shares; 2024Q4: 15,110 shares; 2025Q1: 15,771 shares; 2025Q2: 17,437 shares; 2025Q3: 19,986 shares; 2025Q4: 22,326 shares 22,326 $1.34M 0.14% +2,340 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: 565 shares; 2024Q4: 804 shares; 2025Q1: 924 shares; 2025Q2: 1,694 shares; 2025Q3: 1,492 shares; 2025Q4: 1,511 shares 1,511 $1.33M 0.13% +19 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: 12,241 shares; 2024Q4: 12,278 shares; 2025Q1: 11,726 shares; 2025Q2: 12,148 shares; 2025Q3: 10,670 shares; 2025Q4: 11,304 shares 11,304 $1.32M 0.13% +634 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: 6,253 shares; 2024Q4: 6,430 shares; 2025Q1: not reported; 2025Q2: 12,752 shares; 2025Q3: 14,784 shares; 2025Q4: 13,337 shares 13,337 $1.32M 0.13% -1,447 Timeline FNDF 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: 21,223 shares; 2024Q4: 22,322 shares; 2025Q1: 29,406 shares; 2025Q2: 29,086 shares; 2025Q3: 29,205 shares; 2025Q4: 29,058 shares 29,058 $1.31M 0.13% -147 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: 363 shares; 2024Q4: 436 shares; 2025Q1: 523 shares; 2025Q2: 799 shares; 2025Q3: 1,766 shares; 2025Q4: 1,968 shares 1,968 $1.3M 0.13% +202 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: 15,543 shares; 2025Q1: 15,572 shares; 2025Q2: 15,535 shares; 2025Q3: 15,615 shares; 2025Q4: 15,568 shares 15,568 $1.26M 0.13% -47 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: 13,773 shares; 2024Q4: 13,389 shares; 2025Q1: 12,577 shares; 2025Q2: 11,877 shares; 2025Q3: 11,488 shares; 2025Q4: 10,865 shares 10,865 $1.25M 0.13% -623 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: 10,006 shares; 2025Q2: 17,607 shares; 2025Q3: 21,260 shares; 2025Q4: 23,220 shares 23,220 $1.25M 0.13% +1,960 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: 1,458 shares; 2024Q4: 1,264 shares; 2025Q1: 1,203 shares; 2025Q2: 3,168 shares; 2025Q3: 3,337 shares; 2025Q4: 3,864 shares 3,864 $1.21M 0.12% +527 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: 26,895 shares; 2024Q4: 29,764 shares; 2025Q1: 26,907 shares; 2025Q2: 24,202 shares; 2025Q3: 23,221 shares; 2025Q4: 22,465 shares 22,465 $1.2M 0.12% -756 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 12,128 shares; 2025Q1: 10,436 shares; 2025Q2: 9,424 shares; 2025Q3: 8,849 shares; 2025Q4: 7,332 shares 7,332 $1.2M 0.12% -1,517 Timeline IAI 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: 6,932 shares; 2025Q3: 6,942 shares; 2025Q4: 6,525 shares 6,525 $1.17M 0.12% -417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,823 shares; 2025Q4: 18,227 shares 18,227 $1.16M 0.12% +3,404 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: 2,143 shares; 2024Q4: 2,523 shares; 2025Q1: 3,276 shares; 2025Q2: 3,619 shares; 2025Q3: 3,720 shares; 2025Q4: 3,765 shares 3,765 $1.16M 0.12% +45 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,973 shares; 2025Q1: 6,684 shares; 2025Q2: 9,381 shares; 2025Q3: 10,604 shares; 2025Q4: 14,221 shares 14,221 $1.13M 0.11% +3,617 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: 15,021 shares; 2024Q4: 15,210 shares; 2025Q1: 14,604 shares; 2025Q2: 3,597 shares; 2025Q3: 3,820 shares; 2025Q4: 3,459 shares 3,459 $1.13M 0.11% -361 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 3,944 shares; 2025Q1: 4,177 shares; 2025Q2: 4,175 shares; 2025Q3: 4,499 shares; 2025Q4: 4,838 shares 4,838 $1.12M 0.11% +339 Timeline EDV 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: 9,380 shares; 2024Q4: 9,442 shares; 2025Q1: 11,029 shares; 2025Q2: 12,947 shares; 2025Q3: 15,009 shares; 2025Q4: 16,861 shares 16,861 $1.1M 0.11% +1,852 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,281 shares; 2024Q4: 33,314 shares; 2025Q1: 33,535 shares; 2025Q2: 34,166 shares; 2025Q3: 35,525 shares; 2025Q4: 35,360 shares 35,360 $1.07M 0.11% -165 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: 41,296 shares; 2024Q4: 40,791 shares; 2025Q1: 44,505 shares; 2025Q2: 54,099 shares; 2025Q3: 49,875 shares; 2025Q4: 47,252 shares 47,252 $1.06M 0.11% -2,623 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: 3,547 shares; 2024Q4: 3,548 shares; 2025Q1: 3,550 shares; 2025Q2: 3,384 shares; 2025Q3: 3,385 shares; 2025Q4: 3,356 shares 3,356 $1.06M 0.11% -29 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,436 shares; 2024Q4: 16,481 shares; 2025Q1: 15,440 shares; 2025Q2: 14,938 shares; 2025Q3: 13,746 shares; 2025Q4: 13,322 shares 13,322 $1.05M 0.11% -424 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,084 shares; 2025Q1: 6,418 shares; 2025Q2: 6,071 shares; 2025Q3: 5,938 shares; 2025Q4: 6,372 shares 6,372 $1.04M 0.1% +434 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: 131,459 shares; 2024Q4: 136,212 shares; 2025Q1: 146,390 shares; 2025Q2: 3,934 shares; 2025Q3: 17,467 shares; 2025Q4: 16,288 shares 16,288 $1.01M 0.1% -1,179 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: 910 shares; 2024Q4: 931 shares; 2025Q1: 1,005 shares; 2025Q2: 3,287 shares; 2025Q3: 1,501 shares; 2025Q4: 6,595 shares 6,595 $1.01M 0.1% +5,094 Timeline FNDE 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: 21,541 shares; 2024Q4: 22,470 shares; 2025Q1: 27,795 shares; 2025Q2: 27,807 shares; 2025Q3: 28,070 shares; 2025Q4: 28,015 shares 28,015 $1.01M 0.1% -55 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: not reported; 2025Q1: not reported; 2025Q2: 10,110 shares; 2025Q3: 10,115 shares; 2025Q4: 9,558 shares 9,558 $1.01M 0.1% -557 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,569 shares; 2025Q4: 34,397 shares 34,397 $996K 0.1% -3,172 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,673 shares; 2025Q1: 9,694 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 11,562 shares 11,562 $938K 0.09% +712 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: 4,755 shares; 2024Q4: 9,123 shares; 2025Q1: 8,162 shares; 2025Q2: 7,916 shares; 2025Q3: 7,843 shares; 2025Q4: 7,803 shares 7,803 $938K 0.09% -40 Timeline CLOI 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: 8,378 shares; 2024Q4: 8,289 shares; 2025Q1: 12,845 shares; 2025Q2: 16,371 shares; 2025Q3: 16,644 shares; 2025Q4: 17,677 shares 17,677 $934K 0.09% +1,033 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: 7,062 shares; 2024Q4: 7,148 shares; 2025Q1: 7,033 shares; 2025Q2: 6,707 shares; 2025Q3: 2,151 shares; 2025Q4: 1,762 shares 1,762 $921K 0.09% -389 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: 13,120 shares; 2024Q4: 13,750 shares; 2025Q1: 12,978 shares; 2025Q2: 12,915 shares; 2025Q3: 12,488 shares; 2025Q4: 11,247 shares 11,247 $919K 0.09% -1,241 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,581 shares; 2025Q3: 10,317 shares; 2025Q4: 10,061 shares 10,061 $918K 0.09% -256 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,385 shares; 2024Q4: 158,913 shares; 2025Q1: 149,956 shares; 2025Q2: 148,486 shares; 2025Q3: 146,771 shares; 2025Q4: 145,518 shares 145,518 $917K 0.09% -1,253 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: not reported; 2024Q4: not reported; 2025Q1: 1,836 shares; 2025Q2: 7,242 shares; 2025Q3: 7,325 shares; 2025Q4: 7,429 shares 7,429 $912K 0.09% +104 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,326 shares; 2024Q4: 36,948 shares; 2025Q1: 26,653 shares; 2025Q2: 20,820 shares; 2025Q3: 19,031 shares; 2025Q4: 19,057 shares 19,057 $897K 0.09% +26 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 760 shares; 2025Q4: 1,170 shares 1,170 $896K 0.09% +410 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,278 shares; 2024Q4: 26,108 shares; 2025Q1: 24,904 shares; 2025Q2: 21,893 shares; 2025Q3: 8,676 shares; 2025Q4: 6,748 shares 6,748 $881K 0.09% -1,928 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,024 shares; 2025Q4: 14,341 shares 14,341 $870K 0.09% -683 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,058 shares; 2024Q4: 26,990 shares; 2025Q1: 24,345 shares; 2025Q2: 23,139 shares; 2025Q3: 21,509 shares; 2025Q4: 19,324 shares 19,324 $865K 0.09% -2,185 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: 38,345 shares; 2024Q4: 37,898 shares; 2025Q1: 33,554 shares; 2025Q2: 32,009 shares; 2025Q3: 30,463 shares; 2025Q4: 18,385 shares 18,385 $861K 0.09% -12,078 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,186 shares; 2024Q4: 11,173 shares; 2025Q1: 11,390 shares; 2025Q2: 11,366 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $826K 0.08% 0 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: 21,441 shares; 2024Q4: 21,327 shares; 2025Q1: 5,699 shares; 2025Q2: 5,184 shares; 2025Q3: 5,429 shares; 2025Q4: 6,162 shares 6,162 $818K 0.08% +733 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: 9,527 shares; 2024Q4: 11,109 shares; 2025Q1: 11,666 shares; 2025Q2: 8,636 shares; 2025Q3: 6,966 shares; 2025Q4: 6,962 shares 6,962 $808K 0.08% -4 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: 12,565 shares; 2024Q4: 11,503 shares; 2025Q1: 11,295 shares; 2025Q2: 7,174 shares; 2025Q3: 6,065 shares; 2025Q4: 5,609 shares 5,609 $791K 0.08% -456 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: 16,937 shares; 2024Q4: 16,435 shares; 2025Q1: 15,951 shares; 2025Q2: 14,749 shares; 2025Q3: 13,803 shares; 2025Q4: 13,503 shares 13,503 $791K 0.08% -300 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 8,149 shares; 2025Q1: 7,886 shares; 2025Q2: 7,286 shares; 2025Q3: 6,462 shares; 2025Q4: 6,109 shares 6,109 $788K 0.08% -353 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,565 shares; 2025Q4: 24,606 shares 24,606 $761K 0.08% +17,041 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,036 shares; 2024Q4: 11,947 shares; 2025Q1: 11,482 shares; 2025Q2: 10,814 shares; 2025Q3: 10,609 shares; 2025Q4: 9,810 shares 9,810 $760K 0.08% -799 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 9,560 shares; 2025Q1: 9,178 shares; 2025Q2: 5,232 shares; 2025Q3: 4,333 shares; 2025Q4: 4,164 shares 4,164 $739K 0.07% -169 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,955 shares; 2025Q3: 8,716 shares; 2025Q4: 9,791 shares 9,791 $720K 0.07% +1,075 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 8,419 shares; 2025Q1: 8,257 shares; 2025Q2: 7,343 shares; 2025Q3: 7,704 shares; 2025Q4: 7,961 shares 7,961 $713K 0.07% +257 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 11,578 shares; 2025Q1: 10,218 shares; 2025Q2: 9,859 shares; 2025Q3: 9,794 shares; 2025Q4: 10,526 shares 10,526 $709K 0.07% +732 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: 108,725 shares; 2024Q4: 103,050 shares; 2025Q1: 100,083 shares; 2025Q2: 93,370 shares; 2025Q3: 66,034 shares; 2025Q4: 47,478 shares 47,478 $703K 0.07% -18,556 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 11,757 shares; 2025Q1: 10,585 shares; 2025Q2: 10,250 shares; 2025Q3: 8,606 shares; 2025Q4: 7,849 shares 7,849 $693K 0.07% -757 Timeline VGSH 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: 3,662 shares; 2025Q1: 5,655 shares; 2025Q2: 7,334 shares; 2025Q3: 7,759 shares; 2025Q4: 11,765 shares 11,765 $691K 0.07% +4,006 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: 15,060 shares; 2024Q4: 14,963 shares; 2025Q1: 14,508 shares; 2025Q2: 13,840 shares; 2025Q3: 13,170 shares; 2025Q4: 12,555 shares 12,555 $685K 0.07% -615 Timeline SJNK 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: 32,415 shares; 2024Q4: 31,081 shares; 2025Q1: 29,446 shares; 2025Q2: 27,799 shares; 2025Q3: 28,077 shares; 2025Q4: 26,959 shares 26,959 $683K 0.07% -1,118 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: 7,453 shares; 2024Q4: 6,742 shares; 2025Q1: 6,465 shares; 2025Q2: 6,219 shares; 2025Q3: 6,443 shares; 2025Q4: 6,139 shares 6,139 $676K 0.07% -304 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR 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: 4,706 shares 4,706 $676K 0.07% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,817 shares; 2025Q4: 5,131 shares 5,131 $672K 0.07% +2,314 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: 50,211 shares; 2024Q4: 49,838 shares; 2025Q1: 37,541 shares; 2025Q2: 39,388 shares; 2025Q3: 42,806 shares; 2025Q4: 50,873 shares 50,873 $667K 0.07% +8,067 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 2,213 shares; 2025Q1: 2,189 shares; 2025Q2: 2,355 shares; 2025Q3: 2,758 shares; 2025Q4: 2,596 shares 2,596 $667K 0.07% -162 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,675 shares; 2025Q2: 9,369 shares; 2025Q3: 11,511 shares; 2025Q4: 17,364 shares 17,364 $649K 0.07% +5,853 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: 2,483 shares; 2024Q4: 2,762 shares; 2025Q1: 4,763 shares; 2025Q2: 7,884 shares; 2025Q3: 5,230 shares; 2025Q4: 4,592 shares 4,592 $648K 0.07% -638 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: 7,048 shares; 2025Q3: 7,740 shares; 2025Q4: 7,648 shares 7,648 $634K 0.06% -92 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,882 shares; 2024Q4: 29,104 shares; 2025Q1: 24,384 shares; 2025Q2: 18,973 shares; 2025Q3: 19,780 shares; 2025Q4: 17,482 shares 17,482 $634K 0.06% -2,298 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: 9,882 shares; 2024Q4: 15,406 shares; 2025Q1: 9,280 shares; 2025Q2: 8,546 shares; 2025Q3: 6,578 shares; 2025Q4: 5,910 shares 5,910 $633K 0.06% -668 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: 57 shares; 2024Q4: 74 shares; 2025Q1: 90 shares; 2025Q2: 104 shares; 2025Q3: 108 shares; 2025Q4: 115 shares 115 $616K 0.06% +7 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: 1,857 shares; 2024Q4: 1,859 shares; 2025Q1: 1,814 shares; 2025Q2: 1,788 shares; 2025Q3: 1,783 shares; 2025Q4: 1,802 shares 1,802 $609K 0.06% +19 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 12,760 shares; 2025Q1: 11,696 shares; 2025Q2: 10,823 shares; 2025Q3: 10,418 shares; 2025Q4: 7,530 shares 7,530 $605K 0.06% -2,888 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: 27,135 shares; 2024Q4: 30,824 shares; 2025Q1: 28,924 shares; 2025Q2: 7,406 shares; 2025Q3: 7,346 shares; 2025Q4: 5,309 shares 5,309 $604K 0.06% -2,037 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: 17,170 shares; 2024Q4: 21,676 shares; 2025Q1: 19,992 shares; 2025Q2: 83,444 shares; 2025Q3: 8,056 shares; 2025Q4: 11,648 shares 11,648 $592K 0.06% +3,592 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,673 shares; 2025Q1: 4,010 shares; 2025Q2: 3,867 shares; 2025Q3: 3,171 shares; 2025Q4: 1,320 shares 1,320 $588K 0.06% -1,851 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: 871 shares; 2024Q4: 1,771 shares; 2025Q1: 1,656 shares; 2025Q2: 2,242 shares; 2025Q3: 2,338 shares; 2025Q4: 2,549 shares 2,549 $584K 0.06% +211 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: 7,893 shares; 2024Q4: 9,792 shares; 2025Q1: 11,281 shares; 2025Q2: 11,073 shares; 2025Q3: 8,564 shares; 2025Q4: 10,776 shares 10,776 $581K 0.06% +2,212 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,973 shares; 2024Q4: 22,399 shares; 2025Q1: 19,123 shares; 2025Q2: 20,240 shares; 2025Q3: 22,330 shares; 2025Q4: 21,235 shares 21,235 $575K 0.06% -1,095 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 5,492 shares; 2025Q1: 6,294 shares; 2025Q2: 5,750 shares; 2025Q3: 5,670 shares; 2025Q4: 5,379 shares 5,379 $567K 0.06% -291 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,926 shares; 2025Q4: 2,568 shares 2,568 $558K 0.06% +642 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: 18,966 shares; 2024Q4: 11,414 shares; 2025Q1: 8,654 shares; 2025Q2: 7,193 shares; 2025Q3: 6,872 shares; 2025Q4: 6,782 shares 6,782 $544K 0.05% -90 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 6,815 shares; 2025Q1: 6,908 shares; 2025Q2: 6,884 shares; 2025Q3: 7,740 shares; 2025Q4: 7,357 shares 7,357 $543K 0.05% -383 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,574 shares; 2025Q1: 4,158 shares; 2025Q2: 4,962 shares; 2025Q3: 5,460 shares; 2025Q4: 5,711 shares 5,711 $532K 0.05% +251 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 4,782 shares; 2025Q3: 5,167 shares; 2025Q4: 5,157 shares 5,157 $527K 0.05% -10 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,875 shares; 2024Q4: 18,253 shares; 2025Q1: 16,315 shares; 2025Q2: 14,997 shares; 2025Q3: 10,291 shares; 2025Q4: 4,169 shares 4,169 $525K 0.05% -6,122 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 6,551 shares; 2025Q1: 6,551 shares; 2025Q2: 7,285 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $523K 0.05% 0 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: 6,792 shares; 2024Q4: 9,630 shares; 2025Q1: 9,437 shares; 2025Q2: 7,618 shares; 2025Q3: 9,490 shares; 2025Q4: 10,413 shares 10,413 $512K 0.05% +923 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 10,376 shares; 2025Q1: 9,836 shares; 2025Q2: 10,938 shares; 2025Q3: 11,739 shares; 2025Q4: 10,541 shares 10,541 $509K 0.05% -1,198 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,707 shares; 2024Q4: 131,768 shares; 2025Q1: 118,195 shares; 2025Q2: 109,345 shares; 2025Q3: 31,590 shares; 2025Q4: 28,648 shares 28,648 $501K 0.05% -2,942 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: 2,334 shares; 2024Q4: 2,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,170 shares 6,170 $498K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,585 shares; 2025Q1: 3,431 shares; 2025Q2: 4,074 shares; 2025Q3: 2,818 shares; 2025Q4: 2,728 shares 2,728 $484K 0.05% -90 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 33,623 shares 33,623 $475K 0.05% new 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: 17,603 shares; 2024Q4: 18,983 shares; 2025Q1: 18,781 shares; 2025Q2: 17,019 shares; 2025Q3: 10,283 shares; 2025Q4: 8,784 shares 8,784 $473K 0.05% -1,499 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 3,141 shares; 2025Q1: 3,017 shares; 2025Q2: 2,554 shares; 2025Q3: 2,219 shares; 2025Q4: 1,709 shares 1,709 $471K 0.05% -510 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,657 shares; 2024Q4: 27,852 shares; 2025Q1: 25,161 shares; 2025Q2: 24,737 shares; 2025Q3: 19,282 shares; 2025Q4: 11,806 shares 11,806 $465K 0.05% -7,476 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,651 shares 4,651 $462K 0.05% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,094 shares; 2025Q4: 2,867 shares 2,867 $462K 0.05% -227 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,017 shares; 2025Q1: 1,966 shares; 2025Q2: 1,339 shares; 2025Q3: 1,295 shares; 2025Q4: 1,301 shares 1,301 $460K 0.05% +6 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 9,664 shares; 2025Q4: 10,456 shares 10,456 $456K 0.05% +792 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,571 shares 7,571 $454K 0.05% new 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: 1,057 shares; 2024Q4: 1,569 shares; 2025Q1: 2,134 shares; 2025Q2: 2,320 shares; 2025Q3: 2,148 shares; 2025Q4: 1,544 shares 1,544 $453K 0.05% -604 Timeline GVI 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: 5,012 shares; 2024Q4: 5,059 shares; 2025Q1: 5,018 shares; 2025Q2: 5,132 shares; 2025Q3: 4,381 shares; 2025Q4: 4,184 shares 4,184 $449K 0.05% -197 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,052 shares; 2024Q4: 76,014 shares; 2025Q1: 69,866 shares; 2025Q2: 69,500 shares; 2025Q3: 57,610 shares; 2025Q4: 46,074 shares 46,074 $446K 0.04% -11,536 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585 shares; 2025Q4: 2,952 shares 2,952 $444K 0.04% +1,367 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: 1,499 shares; 2024Q4: 2,069 shares; 2025Q1: 1,914 shares; 2025Q2: 2,051 shares; 2025Q3: 1,346 shares; 2025Q4: 1,645 shares 1,645 $441K 0.04% +299 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 4,491 shares; 2025Q4: 4,271 shares 4,271 $429K 0.04% -220 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: 2,413 shares; 2024Q4: 2,606 shares; 2025Q1: 2,614 shares; 2025Q2: 2,628 shares; 2025Q3: 2,643 shares; 2025Q4: 2,713 shares 2,713 $418K 0.04% +70 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: 412 shares; 2024Q4: 421 shares; 2025Q1: 417 shares; 2025Q2: 411 shares; 2025Q3: 413 shares; 2025Q4: 413 shares 413 $417K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,208 shares; 2025Q1: 2,219 shares; 2025Q2: 2,151 shares; 2025Q3: 4,433 shares; 2025Q4: 4,229 shares 4,229 $413K 0.04% -204 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,280 shares; 2025Q2: 11,479 shares; 2025Q3: 15,313 shares; 2025Q4: 19,727 shares 19,727 $412K 0.04% +4,414 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,279 shares; 2025Q1: 7,279 shares; 2025Q2: 7,279 shares; 2025Q3: 7,279 shares; 2025Q4: 7,383 shares 7,383 $404K 0.04% +104 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: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,465 shares; 2025Q2: 1,157 shares; 2025Q3: 1,174 shares; 2025Q4: 827 shares 827 $404K 0.04% -347 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,105 shares; 2024Q4: 27,037 shares; 2025Q1: 25,452 shares; 2025Q2: 23,681 shares; 2025Q3: 22,256 shares; 2025Q4: 9,502 shares 9,502 $397K 0.04% -12,754 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,984 shares; 2025Q3: 4,015 shares; 2025Q4: 4,529 shares 4,529 $397K 0.04% +514 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: not reported; 2025Q3: not reported; 2025Q4: 7,907 shares 7,907 $395K 0.04% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,202 shares; 2025Q1: 1,256 shares; 2025Q2: 1,020 shares; 2025Q3: 1,117 shares; 2025Q4: 2,214 shares 2,214 $384K 0.04% +1,097 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: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,850 shares; 2025Q4: 2,703 shares 2,703 $382K 0.04% -147 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares 1,164 $376K 0.04% 0 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: 965 shares; 2024Q4: 909 shares; 2025Q1: 1,105 shares; 2025Q2: 1,117 shares; 2025Q3: 1,002 shares; 2025Q4: 1,013 shares 1,013 $375K 0.04% +11 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,398 shares; 2025Q1: 11,653 shares; 2025Q2: 14,703 shares; 2025Q3: 13,745 shares; 2025Q4: 14,245 shares 14,245 $373K 0.04% +500 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,360 shares; 2025Q1: 6,275 shares; 2025Q2: 5,742 shares; 2025Q3: 5,202 shares; 2025Q4: 5,482 shares 5,482 $370K 0.04% +280 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,373 shares; 2025Q1: 5,621 shares; 2025Q2: 5,058 shares; 2025Q3: 4,386 shares; 2025Q4: 4,181 shares 4,181 $369K 0.04% -205 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,103 shares; 2025Q1: 1,070 shares; 2025Q2: 1,079 shares; 2025Q3: 1,614 shares; 2025Q4: 1,670 shares 1,670 $367K 0.04% +56 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: 3,949 shares; 2024Q4: 3,868 shares; 2025Q1: 4,193 shares; 2025Q2: 3,980 shares; 2025Q3: 2,799 shares; 2025Q4: 1,961 shares 1,961 $364K 0.04% -838 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,460 shares; 2025Q1: 4,686 shares; 2025Q2: 4,715 shares; 2025Q3: 4,645 shares; 2025Q4: 4,503 shares 4,503 $364K 0.04% -142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,980 shares; 2025Q4: 2,847 shares 2,847 $363K 0.04% -1,133 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: 1,490 shares; 2024Q4: 1,032 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,192 shares 1,192 $362K 0.04% new 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: 9,103 shares; 2024Q4: 10,644 shares; 2025Q1: 10,854 shares; 2025Q2: 10,782 shares; 2025Q3: 10,248 shares; 2025Q4: 12,016 shares 12,016 $359K 0.04% +1,768 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,266 shares; 2024Q4: 3,267 shares; 2025Q1: 3,267 shares; 2025Q2: 2,771 shares; 2025Q3: 2,772 shares; 2025Q4: 2,772 shares 2,772 $357K 0.04% 0 Timeline NYF 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: 10,886 shares; 2024Q4: 10,901 shares; 2025Q1: 6,816 shares; 2025Q2: 6,371 shares; 2025Q3: 6,421 shares; 2025Q4: 6,488 shares 6,488 $347K 0.03% +67 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: 24,964 shares; 2024Q4: 19,454 shares; 2025Q1: 13,265 shares; 2025Q2: 11,151 shares; 2025Q3: 13,333 shares; 2025Q4: 9,030 shares 9,030 $347K 0.03% -4,303 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 3,038 shares; 2025Q1: 3,515 shares; 2025Q2: 3,589 shares; 2025Q3: 2,844 shares; 2025Q4: 2,743 shares 2,743 $344K 0.03% -101 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,209 shares; 2025Q1: 5,527 shares; 2025Q2: 4,737 shares; 2025Q3: 4,284 shares; 2025Q4: 3,854 shares 3,854 $341K 0.03% -430 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,606 shares; 2025Q1: 4,418 shares; 2025Q2: 4,175 shares; 2025Q3: 3,269 shares; 2025Q4: 2,388 shares 2,388 $325K 0.03% -881 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 949 shares; 2025Q1: 892 shares; 2025Q2: 861 shares; 2025Q3: 924 shares; 2025Q4: 899 shares 899 $317K 0.03% -25 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,525 shares; 2025Q1: 1,603 shares; 2025Q2: 1,698 shares; 2025Q3: 1,559 shares; 2025Q4: 1,533 shares 1,533 $299K 0.03% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,514 shares; 2025Q3: 2,573 shares; 2025Q4: 2,373 shares 2,373 $296K 0.03% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,138 shares 3,138 $288K 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,839 shares 2,839 $286K 0.03% +791 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,253 shares; 2025Q4: 4,487 shares 4,487 $280K 0.03% +1,234 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,271 shares; 2025Q3: 5,211 shares; 2025Q4: 5,191 shares 5,191 $278K 0.03% -20 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 4,730 shares; 2025Q1: 4,730 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares; 2025Q4: 4,480 shares 4,480 $278K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,461 shares; 2025Q4: 13,686 shares 13,686 $277K 0.03% +225 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,369 shares; 2025Q1: 2,290 shares; 2025Q2: 1,946 shares; 2025Q3: 1,521 shares; 2025Q4: 1,713 shares 1,713 $276K 0.03% +192 Timeline INDA 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: 76,827 shares; 2025Q1: 7,436 shares; 2025Q2: 5,579 shares; 2025Q3: 5,108 shares; 2025Q4: 5,108 shares 5,108 $276K 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 696 shares; 2025Q1: 647 shares; 2025Q2: 657 shares; 2025Q3: 882 shares; 2025Q4: 709 shares 709 $272K 0.03% -173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,099 shares 2,099 $271K 0.03% +99 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares; 2025Q4: 2,815 shares 2,815 $270K 0.03% 0 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: 1,720 shares; 2024Q4: 1,550 shares; 2025Q1: 1,319 shares; 2025Q2: 1,163 shares; 2025Q3: 1,085 shares; 2025Q4: 1,830 shares 1,830 $263K 0.03% +745 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 6,909 shares; 2025Q1: 7,355 shares; 2025Q2: 8,478 shares; 2025Q3: 5,953 shares; 2025Q4: 5,489 shares 5,489 $258K 0.03% -464 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,340 shares; 2025Q1: 1,154 shares; 2025Q2: 948 shares; 2025Q3: 784 shares; 2025Q4: 621 shares 621 $256K 0.03% -163 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,880 shares; 2024Q4: 12,499 shares; 2025Q1: 13,572 shares; 2025Q2: 16,532 shares; 2025Q3: 594 shares; 2025Q4: 574 shares 574 $256K 0.03% -20 TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 563 shares 563 $256K 0.03% -2 Timeline LEMB 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: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $254K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,907 shares 2,907 $253K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 678 shares; 2025Q3: not reported; 2025Q4: 914 shares 914 $252K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,725 shares; 2025Q3: 1,398 shares; 2025Q4: 1,354 shares 1,354 $248K 0.02% -44 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,545 shares 2,545 $247K 0.02% new 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: 80,362 shares; 2024Q4: 76,250 shares; 2025Q1: 38,149 shares; 2025Q2: 35,093 shares; 2025Q3: 8,949 shares; 2025Q4: 8,981 shares 8,981 $246K 0.02% +32 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 906 shares 906 $246K 0.02% new 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: not reported; 2025Q3: 2,457 shares; 2025Q4: 2,444 shares 2,444 $244K 0.02% -13 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,291 shares; 2025Q3: 6,200 shares; 2025Q4: 6,130 shares 6,130 $242K 0.02% -70 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $240K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 557 shares; 2025Q2: 629 shares; 2025Q3: 835 shares; 2025Q4: 683 shares 683 $239K 0.02% -152 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,073 shares; 2025Q1: 988 shares; 2025Q2: 939 shares; 2025Q3: 818 shares; 2025Q4: 700 shares 700 $236K 0.02% -118 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,053 shares 4,053 $236K 0.02% 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: 2,997 shares; 2025Q4: 3,492 shares 3,492 $234K 0.02% +495 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: 2,033 shares; 2024Q4: 2,031 shares; 2025Q1: 1,800 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares 1,678 $230K 0.02% 0 Timeline FNDX 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: 144,240 shares; 2024Q4: 148,005 shares; 2025Q1: 36,647 shares; 2025Q2: 36,099 shares; 2025Q3: 8,899 shares; 2025Q4: 8,392 shares 8,392 $228K 0.02% -507 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: 10,050 shares; 2024Q4: 10,569 shares; 2025Q1: 9,598 shares; 2025Q2: 7,822 shares; 2025Q3: 5,039 shares; 2025Q4: 1,044 shares 1,044 $227K 0.02% -3,995 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: 3,424 shares; 2024Q4: 3,431 shares; 2025Q1: 3,258 shares; 2025Q2: 2,015 shares; 2025Q3: 1,984 shares; 2025Q4: 1,186 shares 1,186 $227K 0.02% -798 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 912 shares 912 $225K 0.02% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,656 shares; 2025Q3: 8,826 shares; 2025Q4: 8,899 shares 8,899 $223K 0.02% +73 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: 1,141 shares 1,141 $221K 0.02% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,048 shares; 2024Q4: 34,210 shares; 2025Q1: 26,050 shares; 2025Q2: 4,258 shares; 2025Q3: 4,094 shares; 2025Q4: 3,397 shares 3,397 $218K 0.02% -697 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: 4,980 shares; 2024Q4: 4,405 shares; 2025Q1: 4,198 shares; 2025Q2: 3,702 shares; 2025Q3: 3,729 shares; 2025Q4: 2,923 shares 2,923 $215K 0.02% -806 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: 2,561 shares; 2024Q4: 2,258 shares; 2025Q1: 2,164 shares; 2025Q2: 1,765 shares; 2025Q3: 1,603 shares; 2025Q4: 1,389 shares 1,389 $215K 0.02% -214 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest 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: 2,410 shares 2,410 $215K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,285 shares 2,285 $214K 0.02% new 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: 2,097 shares; 2024Q4: 1,918 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,001 shares; 2025Q4: 923 shares 923 $212K 0.02% -78 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,415 shares; 2025Q4: 2,781 shares 2,781 $212K 0.02% +366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares 255 $209K 0.02% new 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: 930 shares; 2024Q4: 825 shares; 2025Q1: 808 shares; 2025Q2: 704 shares; 2025Q3: 665 shares; 2025Q4: 618 shares 618 $208K 0.02% -47 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: not reported; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: 571 shares; 2025Q3: 509 shares; 2025Q4: 438 shares 438 $204K 0.02% -71 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,271 shares; 2025Q4: 1,241 shares 1,241 $202K 0.02% -30 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 5,215 shares 5,215 $202K 0.02% new Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,266 shares; 2025Q1: 114,332 shares; 2025Q2: 207,985 shares; 2025Q3: 242,431 shares; 2025Q4: 10,517 shares 10,517 $132K 0.01% -231,914 Timeline STRIVE INC STRIVE INC More: the full row for STRIVE 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: 140,010 shares 140,010 $103K 0.01% new