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: 100,322 shares; 2024Q4: 106,259 shares; 2025Q1: 108,353 shares; 2025Q2: 111,335 shares; 2025Q3: 304,809 shares; 2025Q4: 301,690 shares 301,690 $82M 10.6% -3,119 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,081 shares; 2024Q4: 185,081 shares; 2025Q1: 181,219 shares; 2025Q2: 181,586 shares; 2025Q3: 177,727 shares; 2025Q4: 168,330 shares 168,330 $81.7M 10.57% -9,397 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: 85,324 shares; 2024Q4: 86,992 shares; 2025Q1: 82,982 shares; 2025Q2: 80,455 shares; 2025Q3: 80,072 shares; 2025Q4: 78,793 shares 78,793 $39.6M 5.12% -1,279 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: 8,948 shares; 2024Q4: not reported; 2025Q1: 6,964 shares; 2025Q2: 5,841 shares; 2025Q3: 38,635 shares; 2025Q4: 49,954 shares 49,954 $34.1M 4.4% +11,319 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: 13,838 shares; 2024Q4: 32,967 shares; 2025Q1: 29,963 shares; 2025Q2: 26,117 shares; 2025Q3: 138,757 shares; 2025Q4: 138,372 shares 138,372 $31.9M 4.13% -385 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: 22,386 shares; 2024Q4: 23,964 shares; 2025Q1: 24,483 shares; 2025Q2: 32,971 shares; 2025Q3: 128,244 shares; 2025Q4: 128,133 shares 128,133 $23.9M 3.09% -111 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: 22,911 shares; 2024Q4: 31,646 shares; 2025Q1: 29,590 shares; 2025Q2: 26,427 shares; 2025Q3: 40,408 shares; 2025Q4: 36,579 shares 36,579 $17.7M 2.29% -3,829 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: 2,340 shares; 2024Q4: not reported; 2025Q1: 83,262 shares; 2025Q2: 67,103 shares; 2025Q3: not reported; 2025Q4: 63,812 shares 63,812 $16.5M 2.13% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195,417 shares 195,417 $16.1M 2.08% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 595,340 shares 595,340 $15.6M 2.02% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,329 shares; 2025Q1: 2,274 shares; 2025Q2: 4,614 shares; 2025Q3: 23,008 shares; 2025Q4: 22,941 shares 22,941 $15.1M 1.96% -67 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: 20,132 shares; 2024Q4: 101,735 shares; 2025Q1: 83,163 shares; 2025Q2: 68,867 shares; 2025Q3: 266,586 shares; 2025Q4: 265,583 shares 265,583 $14.6M 1.89% -1,003 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 357,357 shares 357,357 $14.2M 1.83% new Timeline JQUA 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: 196,616 shares 196,616 $12.4M 1.61% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,496 shares 60,496 $11.6M 1.5% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 13,253 shares; 2025Q1: 17,887 shares; 2025Q2: 4,198 shares; 2025Q3: not reported; 2025Q4: 174,258 shares 174,258 $10.9M 1.41% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 386,452 shares; 2025Q2: 269,270 shares; 2025Q3: not reported; 2025Q4: 225,335 shares 225,335 $10.3M 1.33% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181,385 shares 181,385 $9.17M 1.19% new 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: 13,414 shares; 2024Q4: 32,626 shares; 2025Q1: 27,857 shares; 2025Q2: 32,993 shares; 2025Q3: 36,236 shares; 2025Q4: 26,335 shares 26,335 $9.11M 1.18% -9,901 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,812 shares; 2025Q4: 95,253 shares 95,253 $8.95M 1.16% +7,441 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: 6,231 shares; 2024Q4: 10,119 shares; 2025Q1: 9,366 shares; 2025Q2: 9,685 shares; 2025Q3: 9,880 shares; 2025Q4: 10,151 shares 10,151 $8.75M 1.13% +271 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,650 shares; 2025Q1: 10,650 shares; 2025Q2: 10,842 shares; 2025Q3: 103,876 shares; 2025Q4: 101,817 shares 101,817 $8.26M 1.07% -2,059 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: 38,631 shares; 2024Q4: 51,135 shares; 2025Q1: 71,119 shares; 2025Q2: 64,513 shares; 2025Q3: 68,004 shares; 2025Q4: 63,242 shares 63,242 $7.61M 0.98% -4,762 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: 3,034 shares; 2024Q4: 13,397 shares; 2025Q1: 13,154 shares; 2025Q2: 13,168 shares; 2025Q3: not reported; 2025Q4: 21,241 shares 21,241 $7.12M 0.92% new 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: 25,972 shares; 2024Q4: 24,549 shares; 2025Q1: 24,706 shares; 2025Q2: 24,672 shares; 2025Q3: 21,524 shares; 2025Q4: 21,511 shares 21,511 $6.63M 0.86% -13 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: 6,769 shares; 2024Q4: 23,003 shares; 2025Q1: 20,659 shares; 2025Q2: 17,904 shares; 2025Q3: 20,159 shares; 2025Q4: 20,318 shares 20,318 $6.55M 0.85% +159 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,787 shares; 2025Q2: 141,748 shares; 2025Q3: not reported; 2025Q4: 120,549 shares 120,549 $6.32M 0.82% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 17,576 shares; 2025Q1: 16,178 shares; 2025Q2: 15,124 shares; 2025Q3: 16,984 shares; 2025Q4: 17,644 shares 17,644 $6.19M 0.8% +660 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: 2,393 shares; 2024Q4: 2,661 shares; 2025Q1: 2,596 shares; 2025Q2: 3,390 shares; 2025Q3: not reported; 2025Q4: 9,473 shares 9,473 $5.82M 0.75% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,200 shares; 2024Q4: 76,125 shares; 2025Q1: 75,669 shares; 2025Q2: 141,350 shares; 2025Q3: 138,985 shares; 2025Q4: 139,030 shares 139,030 $5.58M 0.72% +45 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,841 shares; 2025Q2: 73,494 shares; 2025Q3: not reported; 2025Q4: 52,918 shares 52,918 $5.18M 0.67% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,425 shares; 2024Q4: not reported; 2025Q1: 151,301 shares; 2025Q2: 150,553 shares; 2025Q3: 150,669 shares; 2025Q4: 150,001 shares 150,001 $4.81M 0.62% -668 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,903 shares; 2025Q2: 79,903 shares; 2025Q3: 79,903 shares; 2025Q4: 109,176 shares 109,176 $4.32M 0.56% +29,273 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: 5,502 shares; 2024Q4: 26,055 shares; 2025Q1: 23,693 shares; 2025Q2: 17,194 shares; 2025Q3: 18,205 shares; 2025Q4: 18,611 shares 18,611 $4.25M 0.55% +406 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,453 shares; 2024Q4: 60,453 shares; 2025Q1: 60,453 shares; 2025Q2: 60,476 shares; 2025Q3: 60,570 shares; 2025Q4: 60,756 shares 60,756 $4.07M 0.53% +186 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,161 shares; 2025Q1: 43,066 shares; 2025Q2: 36,540 shares; 2025Q3: 33,555 shares; 2025Q4: 29,520 shares 29,520 $3.99M 0.52% -4,035 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: 2,540 shares; 2024Q4: 28,595 shares; 2025Q1: 24,423 shares; 2025Q2: 22,371 shares; 2025Q3: 21,170 shares; 2025Q4: 21,538 shares 21,538 $3.82M 0.49% +368 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: 59,951 shares; 2024Q4: not reported; 2025Q1: 60,837 shares; 2025Q2: 66,834 shares; 2025Q3: not reported; 2025Q4: 82,890 shares 82,890 $3.75M 0.48% new 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: 3,225 shares; 2024Q4: 3,483 shares; 2025Q1: 3,355 shares; 2025Q2: 2,956 shares; 2025Q3: 3,460 shares; 2025Q4: 3,364 shares 3,364 $3.62M 0.47% -96 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: 34,664 shares; 2025Q2: 31,142 shares; 2025Q3: 32,683 shares; 2025Q4: 20,523 shares 20,523 $3.51M 0.45% -12,160 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,357 shares; 2024Q4: 91,932 shares; 2025Q1: 89,912 shares; 2025Q2: 81,365 shares; 2025Q3: 81,712 shares; 2025Q4: 83,816 shares 83,816 $3.44M 0.45% +2,104 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: 6,287 shares; 2024Q4: 5,925 shares; 2025Q1: 5,963 shares; 2025Q2: 5,974 shares; 2025Q3: 5,226 shares; 2025Q4: 5,200 shares 5,200 $3.4M 0.44% -26 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,741 shares; 2024Q4: 4,741 shares; 2025Q1: 5,362 shares; 2025Q2: 5,332 shares; 2025Q3: 5,379 shares; 2025Q4: 5,360 shares 5,360 $3.34M 0.43% -19 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,984 shares; 2025Q1: 8,702 shares; 2025Q2: 8,017 shares; 2025Q3: 8,565 shares; 2025Q4: 8,690 shares 8,690 $3.05M 0.39% +125 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 10,370 shares; 2025Q1: 9,144 shares; 2025Q2: 9,200 shares; 2025Q3: 9,193 shares; 2025Q4: 8,849 shares 8,849 $3.04M 0.39% -344 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: 5,455 shares; 2024Q4: 5,455 shares; 2025Q1: 5,227 shares; 2025Q2: 5,058 shares; 2025Q3: 5,184 shares; 2025Q4: 5,180 shares 5,180 $2.97M 0.38% -4 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 4,069 shares; 2025Q1: 3,514 shares; 2025Q2: 3,336 shares; 2025Q3: 3,345 shares; 2025Q4: 10,024 shares 10,024 $2.88M 0.37% +6,679 Timeline SCHM 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: 117,051 shares; 2025Q2: 97,978 shares; 2025Q3: not reported; 2025Q4: 91,628 shares 91,628 $2.76M 0.36% new 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: 534 shares; 2024Q4: not reported; 2025Q1: 5,240 shares; 2025Q2: 4,719 shares; 2025Q3: 4,988 shares; 2025Q4: 5,157 shares 5,157 $2.69M 0.35% +169 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,353 shares; 2025Q1: 35,751 shares; 2025Q2: 44,281 shares; 2025Q3: 47,637 shares; 2025Q4: 44,825 shares 44,825 $2.57M 0.33% -2,812 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,022 shares; 2025Q1: 13,704 shares; 2025Q2: 11,654 shares; 2025Q3: 11,746 shares; 2025Q4: 11,919 shares 11,919 $2.48M 0.32% +173 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 29,062 shares; 2025Q1: 25,473 shares; 2025Q2: 19,490 shares; 2025Q3: 19,200 shares; 2025Q4: 19,625 shares 19,625 $2.46M 0.32% +425 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: 51,217 shares; 2025Q1: 43,117 shares; 2025Q2: 38,925 shares; 2025Q3: 36,022 shares; 2025Q4: 37,489 shares 37,489 $2.34M 0.3% +1,467 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,939 shares; 2024Q4: 96,986 shares; 2025Q1: 97,479 shares; 2025Q2: 97,361 shares; 2025Q3: 97,280 shares; 2025Q4: 97,610 shares 97,610 $2.28M 0.3% +330 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: 1,224 shares; 2024Q4: 1,591 shares; 2025Q1: 1,363 shares; 2025Q2: 1,177 shares; 2025Q3: 1,619 shares; 2025Q4: 6,493 shares 6,493 $2.27M 0.29% +4,874 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: not reported; 2025Q1: 13,137 shares; 2025Q2: 9,200 shares; 2025Q3: not reported; 2025Q4: 93,415 shares 93,415 $2.25M 0.29% new 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: 8,793 shares; 2024Q4: 9,046 shares; 2025Q1: 8,560 shares; 2025Q2: 8,117 shares; 2025Q3: 9,928 shares; 2025Q4: 10,043 shares 10,043 $2.08M 0.27% +115 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,092 shares; 2025Q1: 19,847 shares; 2025Q2: 15,799 shares; 2025Q3: 14,526 shares; 2025Q4: 14,390 shares 14,390 $2.07M 0.27% -136 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,668 shares; 2025Q1: 8,242 shares; 2025Q2: 6,587 shares; 2025Q3: 6,257 shares; 2025Q4: 6,304 shares 6,304 $2.04M 0.26% +47 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: 1,119 shares; 2024Q4: 1,327 shares; 2025Q1: 1,530 shares; 2025Q2: 6,948 shares; 2025Q3: 7,821 shares; 2025Q4: 7,920 shares 7,920 $2.04M 0.26% +99 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: 750 shares; 2024Q4: not reported; 2025Q1: 2,572 shares; 2025Q2: 1,950 shares; 2025Q3: 2,238 shares; 2025Q4: 2,874 shares 2,874 $1.97M 0.25% +636 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: not reported; 2024Q4: 42,060 shares; 2025Q1: 34,397 shares; 2025Q2: 23,338 shares; 2025Q3: 21,833 shares; 2025Q4: 24,178 shares 24,178 $1.94M 0.25% +2,345 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 8,013 shares; 2025Q1: 7,969 shares; 2025Q2: 7,969 shares; 2025Q3: 8,879 shares; 2025Q4: 9,192 shares 9,192 $1.93M 0.25% +313 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,989 shares; 2025Q1: 19,579 shares; 2025Q2: 17,651 shares; 2025Q3: 16,935 shares; 2025Q4: 17,206 shares 17,206 $1.93M 0.25% +271 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: 10,399 shares; 2024Q4: 11,835 shares; 2025Q1: 11,614 shares; 2025Q2: 11,045 shares; 2025Q3: 11,390 shares; 2025Q4: 10,632 shares 10,632 $1.84M 0.24% -758 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,681 shares; 2025Q1: 46,710 shares; 2025Q2: 39,359 shares; 2025Q3: 35,256 shares; 2025Q4: 35,425 shares 35,425 $1.77M 0.23% +169 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,217 shares; 2024Q4: not reported; 2025Q1: 99,617 shares; 2025Q2: 98,006 shares; 2025Q3: 97,987 shares; 2025Q4: 106,640 shares 106,640 $1.76M 0.23% +8,653 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,489 shares; 2025Q4: 34,890 shares 34,890 $1.73M 0.22% -7,599 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,428 shares; 2025Q2: 19,200 shares; 2025Q3: 19,775 shares; 2025Q4: 38,400 shares 38,400 $1.72M 0.22% +18,625 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: 14,219 shares; 2024Q4: not reported; 2025Q1: 14,219 shares; 2025Q2: 12,019 shares; 2025Q3: 12,025 shares; 2025Q4: 3,607 shares 3,607 $1.71M 0.22% -8,418 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,257 shares; 2025Q1: 28,257 shares; 2025Q2: 28,257 shares; 2025Q3: 28,257 shares; 2025Q4: 28,257 shares 28,257 $1.68M 0.22% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,668 shares; 2025Q2: 17,049 shares; 2025Q3: not reported; 2025Q4: 15,149 shares 15,149 $1.68M 0.22% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 20,544 shares 20,544 $1.68M 0.22% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,852 shares; 2024Q4: 41,277 shares; 2025Q1: 41,277 shares; 2025Q2: 41,060 shares; 2025Q3: 41,098 shares; 2025Q4: 41,167 shares 41,167 $1.65M 0.21% +69 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: 7,489 shares; 2024Q4: 12,146 shares; 2025Q1: 12,486 shares; 2025Q2: 9,779 shares; 2025Q3: 13,948 shares; 2025Q4: 10,809 shares 10,809 $1.65M 0.21% -3,139 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 6,027 shares; 2025Q1: 5,941 shares; 2025Q2: 8,034 shares; 2025Q3: 9,415 shares; 2025Q4: 8,305 shares 8,305 $1.62M 0.21% -1,110 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,912 shares; 2024Q4: not reported; 2025Q1: 55,649 shares; 2025Q2: 52,689 shares; 2025Q3: not reported; 2025Q4: 48,943 shares 48,943 $1.6M 0.21% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,267 shares; 2025Q1: 6,267 shares; 2025Q2: 13,899 shares; 2025Q3: 14,805 shares; 2025Q4: 14,676 shares 14,676 $1.57M 0.2% -129 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,758 shares; 2024Q4: 40,758 shares; 2025Q1: 38,428 shares; 2025Q2: 37,528 shares; 2025Q3: not reported; 2025Q4: 35,286 shares 35,286 $1.57M 0.2% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.2% 0 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: 540 shares; 2024Q4: 647 shares; 2025Q1: 639 shares; 2025Q2: 2,454 shares; 2025Q3: 2,875 shares; 2025Q4: 3,012 shares 3,012 $1.46M 0.19% +137 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 1,605 shares; 2025Q2: 8,465 shares; 2025Q3: 8,972 shares; 2025Q4: 9,107 shares 9,107 $1.45M 0.19% +135 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,161 shares; 2025Q4: 1,173 shares 1,173 $1.43M 0.18% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,786 shares; 2025Q4: 4,888 shares 4,888 $1.4M 0.18% +102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,627 shares; 2025Q3: 2,835 shares; 2025Q4: 3,639 shares 3,639 $1.39M 0.18% +804 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: 10,742 shares; 2024Q4: 12,428 shares; 2025Q1: 12,568 shares; 2025Q2: 12,085 shares; 2025Q3: 12,787 shares; 2025Q4: 13,214 shares 13,214 $1.39M 0.18% +427 Timeline FNDA 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: 21,634 shares; 2024Q4: not reported; 2025Q1: 39,484 shares; 2025Q2: 41,982 shares; 2025Q3: not reported; 2025Q4: 43,832 shares 43,832 $1.38M 0.18% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,503 shares; 2024Q4: not reported; 2025Q1: 68,438 shares; 2025Q2: 57,401 shares; 2025Q3: not reported; 2025Q4: 45,641 shares 45,641 $1.35M 0.17% new 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: not reported; 2024Q4: 18,713 shares; 2025Q1: 16,109 shares; 2025Q2: 12,334 shares; 2025Q3: 11,423 shares; 2025Q4: 10,638 shares 10,638 $1.34M 0.17% -785 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: 51,922 shares; 2024Q4: 52,588 shares; 2025Q1: 56,855 shares; 2025Q2: 54,716 shares; 2025Q3: 63,994 shares; 2025Q4: 53,614 shares 53,614 $1.33M 0.17% -10,380 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,205 shares; 2025Q2: 4,847 shares; 2025Q3: 5,196 shares; 2025Q4: 5,481 shares 5,481 $1.32M 0.17% +285 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: 303 shares; 2024Q4: 969 shares; 2025Q1: 1,116 shares; 2025Q2: 1,253 shares; 2025Q3: 1,246 shares; 2025Q4: 1,229 shares 1,229 $1.31M 0.17% -17 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,587 shares 3,587 $1.27M 0.16% new 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: 4,704 shares; 2024Q4: 5,083 shares; 2025Q1: 4,622 shares; 2025Q2: 4,614 shares; 2025Q3: 6,716 shares; 2025Q4: 8,676 shares 8,676 $1.25M 0.16% +1,960 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: 28,207 shares; 2024Q4: 27,277 shares; 2025Q1: 35,250 shares; 2025Q2: 31,382 shares; 2025Q3: not reported; 2025Q4: 25,166 shares 25,166 $1.18M 0.15% new 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: 4,385 shares; 2024Q4: not reported; 2025Q1: 3,729 shares; 2025Q2: 3,729 shares; 2025Q3: not reported; 2025Q4: 3,729 shares 3,729 $1.17M 0.15% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,338 shares; 2025Q1: 1,316 shares; 2025Q2: 1,547 shares; 2025Q3: 1,998 shares; 2025Q4: 2,056 shares 2,056 $1.17M 0.15% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,753 shares 9,753 $1.17M 0.15% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,810 shares 3,810 $1.15M 0.15% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,744 shares; 2025Q1: 1,744 shares; 2025Q2: 2,186 shares; 2025Q3: 2,338 shares; 2025Q4: 2,019 shares 2,019 $1.14M 0.15% -319 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: 6,359 shares; 2024Q4: 6,282 shares; 2025Q1: 6,556 shares; 2025Q2: 6,681 shares; 2025Q3: 8,269 shares; 2025Q4: 7,960 shares 7,960 $1.14M 0.15% -309 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,910 shares; 2024Q4: 25,910 shares; 2025Q1: 25,910 shares; 2025Q2: 25,961 shares; 2025Q3: 26,167 shares; 2025Q4: 65,510 shares 65,510 $1.14M 0.15% +39,343 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,415 shares; 2025Q3: 10,406 shares; 2025Q4: 10,880 shares 10,880 $1.13M 0.15% +474 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 605 shares; 2025Q4: 1,271 shares 1,271 $1.12M 0.14% +666 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 4,365 shares; 2025Q1: 5,192 shares; 2025Q2: 5,188 shares; 2025Q3: 6,040 shares; 2025Q4: 6,072 shares 6,072 $1.11M 0.14% +32 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 3,468 shares; 2025Q1: 3,774 shares; 2025Q2: 4,076 shares; 2025Q3: 4,742 shares; 2025Q4: 2,442 shares 2,442 $1.1M 0.14% -2,300 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: 4,180 shares; 2024Q4: 4,401 shares; 2025Q1: 4,276 shares; 2025Q2: 4,120 shares; 2025Q3: 4,197 shares; 2025Q4: 4,439 shares 4,439 $1.1M 0.14% +242 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: 10,704 shares; 2024Q4: 11,929 shares; 2025Q1: 6,357 shares; 2025Q2: 12,035 shares; 2025Q3: 13,380 shares; 2025Q4: 9,825 shares 9,825 $1.09M 0.14% -3,555 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 8,580 shares; 2025Q2: 8,580 shares; 2025Q3: 8,619 shares; 2025Q4: 8,596 shares 8,596 $1.08M 0.14% -23 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,953 shares; 2025Q4: 2,879 shares 2,879 $1.08M 0.14% -74 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: 4,800 shares; 2024Q4: 5,238 shares; 2025Q1: 5,234 shares; 2025Q2: 5,160 shares; 2025Q3: 6,107 shares; 2025Q4: 6,038 shares 6,038 $1.03M 0.13% -69 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,817 shares; 2024Q4: 35,817 shares; 2025Q1: 35,817 shares; 2025Q2: 35,008 shares; 2025Q3: 34,618 shares; 2025Q4: 30,659 shares 30,659 $1.01M 0.13% -3,959 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: 1,138 shares; 2024Q4: 1,760 shares; 2025Q1: 1,589 shares; 2025Q2: 1,728 shares; 2025Q3: 2,322 shares; 2025Q4: 3,067 shares 3,067 $1.01M 0.13% +745 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 8,756 shares; 2025Q1: 9,901 shares; 2025Q2: 11,615 shares; 2025Q3: 10,943 shares; 2025Q4: 12,674 shares 12,674 $990K 0.13% +1,731 Timeline FNDC 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: 24,244 shares; 2024Q4: not reported; 2025Q1: 21,623 shares; 2025Q2: 21,835 shares; 2025Q3: not reported; 2025Q4: 21,339 shares 21,339 $951K 0.12% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,057 shares; 2025Q4: 10,360 shares 10,360 $903K 0.12% +1,303 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: 2,013 shares; 2024Q4: 2,288 shares; 2025Q1: 2,013 shares; 2025Q2: 2,023 shares; 2025Q3: 2,266 shares; 2025Q4: 2,271 shares 2,271 $884K 0.11% +5 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: 5,387 shares; 2024Q4: 7,863 shares; 2025Q1: 3,560 shares; 2025Q2: 3,658 shares; 2025Q3: 4,092 shares; 2025Q4: 4,077 shares 4,077 $873K 0.11% -15 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,913 shares; 2024Q4: not reported; 2025Q1: 48,701 shares; 2025Q2: 43,401 shares; 2025Q3: not reported; 2025Q4: 37,336 shares 37,336 $873K 0.11% new 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: 17,291 shares; 2024Q4: 32,831 shares; 2025Q1: 6,365 shares; 2025Q2: 6,365 shares; 2025Q3: 6,478 shares; 2025Q4: 21,439 shares 21,439 $863K 0.11% +14,961 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,020 shares; 2025Q3: 20,020 shares; 2025Q4: 20,020 shares 20,020 $852K 0.11% 0 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: 5,585 shares; 2024Q4: 5,772 shares; 2025Q1: 5,845 shares; 2025Q2: 5,846 shares; 2025Q3: 5,673 shares; 2025Q4: 5,674 shares 5,674 $844K 0.11% +1 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,980 shares; 2025Q1: 15,980 shares; 2025Q2: 15,980 shares; 2025Q3: 15,980 shares; 2025Q4: 15,980 shares 15,980 $828K 0.11% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 3,279 shares; 2025Q1: 3,132 shares; 2025Q2: 3,020 shares; 2025Q3: 3,560 shares; 2025Q4: 4,238 shares 4,238 $827K 0.11% +678 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,975 shares; 2025Q1: 4,745 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 4,057 shares 4,057 $806K 0.1% +171 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 2,106 shares; 2025Q1: 2,747 shares; 2025Q2: 2,747 shares; 2025Q3: not reported; 2025Q4: 2,747 shares 2,747 $797K 0.1% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,314 shares 24,314 $796K 0.1% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,096 shares; 2025Q1: 2,097 shares; 2025Q2: 2,103 shares; 2025Q3: 2,109 shares; 2025Q4: 1,605 shares 1,605 $771K 0.1% -504 Timeline VSS 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: 5,402 shares; 2025Q1: 5,428 shares; 2025Q2: 5,343 shares; 2025Q3: not reported; 2025Q4: 5,343 shares 5,343 $766K 0.1% new 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: 1,734 shares; 2024Q4: 2,944 shares; 2025Q1: 3,708 shares; 2025Q2: 3,878 shares; 2025Q3: 3,991 shares; 2025Q4: 4,504 shares 4,504 $733K 0.09% +513 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: 7,791 shares; 2024Q4: 8,572 shares; 2025Q1: 8,671 shares; 2025Q2: 9,349 shares; 2025Q3: 10,657 shares; 2025Q4: 10,394 shares 10,394 $727K 0.09% -263 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: 894 shares; 2024Q4: 2,173 shares; 2025Q1: 2,249 shares; 2025Q2: 2,112 shares; 2025Q3: 2,580 shares; 2025Q4: 2,596 shares 2,596 $704K 0.09% +16 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: 2,271 shares; 2024Q4: 4,074 shares; 2025Q1: 4,202 shares; 2025Q2: 3,391 shares; 2025Q3: 4,977 shares; 2025Q4: 4,521 shares 4,521 $695K 0.09% -456 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: not reported; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,075 shares; 2025Q3: 1,250 shares; 2025Q4: 1,461 shares 1,461 $682K 0.09% +211 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: 1,114 shares; 2024Q4: 1,843 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 2,688 shares; 2025Q4: 2,752 shares 2,752 $677K 0.09% +64 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 285 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 328 shares; 2025Q4: 332 shares 332 $669K 0.09% +4 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 2,349 shares; 2025Q1: 2,202 shares; 2025Q2: 2,028 shares; 2025Q3: 2,818 shares; 2025Q4: 2,766 shares 2,766 $667K 0.09% -52 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: 2,051 shares; 2024Q4: 2,253 shares; 2025Q1: 2,754 shares; 2025Q2: 2,847 shares; 2025Q3: 3,750 shares; 2025Q4: 4,134 shares 4,134 $663K 0.09% +384 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,866 shares 6,866 $659K 0.09% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 13,949 shares; 2025Q1: 11,555 shares; 2025Q2: 10,663 shares; 2025Q3: 10,452 shares; 2025Q4: 2,475 shares 2,475 $656K 0.08% -7,977 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: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,658 shares; 2025Q3: not reported; 2025Q4: 1,954 shares 1,954 $631K 0.08% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,293 shares; 2025Q1: 1,448 shares; 2025Q2: 1,683 shares; 2025Q3: 1,731 shares; 2025Q4: 1,698 shares 1,698 $628K 0.08% -33 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: 569 shares; 2024Q4: 624 shares; 2025Q1: 675 shares; 2025Q2: 526 shares; 2025Q3: 944 shares; 2025Q4: 1,061 shares 1,061 $615K 0.08% +117 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 2,536 shares; 2025Q1: 2,576 shares; 2025Q2: 2,159 shares; 2025Q3: 2,761 shares; 2025Q4: 2,645 shares 2,645 $612K 0.08% -116 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,435 shares; 2024Q4: 23,993 shares; 2025Q1: 24,509 shares; 2025Q2: 30,847 shares; 2025Q3: 31,065 shares; 2025Q4: 30,847 shares 30,847 $590K 0.08% -218 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,051 shares; 2025Q3: 4,364 shares; 2025Q4: 5,340 shares 5,340 $589K 0.08% +976 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: 1,178 shares; 2024Q4: 1,143 shares; 2025Q1: 1,184 shares; 2025Q2: 2,290 shares; 2025Q3: 2,703 shares; 2025Q4: 1,900 shares 1,900 $581K 0.08% -803 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: 4,517 shares; 2024Q4: 4,204 shares; 2025Q1: 4,874 shares; 2025Q2: 3,855 shares; 2025Q3: 12,848 shares; 2025Q4: 7,444 shares 7,444 $573K 0.07% -5,404 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: 6,857 shares; 2024Q4: 6,773 shares; 2025Q1: 6,824 shares; 2025Q2: 6,848 shares; 2025Q3: 6,987 shares; 2025Q4: 6,969 shares 6,969 $572K 0.07% -18 Timeline SPMB 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: 11,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,680 shares 24,680 $553K 0.07% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,472 shares; 2025Q1: 3,439 shares; 2025Q2: 3,002 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares 3,028 $549K 0.07% 0 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: 4,544 shares; 2025Q1: 4,544 shares; 2025Q2: 5,229 shares; 2025Q3: 5,724 shares; 2025Q4: 5,679 shares 5,679 $522K 0.07% -45 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,129 shares; 2025Q3: 2,771 shares; 2025Q4: 2,758 shares 2,758 $519K 0.07% -13 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: not reported; 2024Q4: 1,201 shares; 2025Q1: not reported; 2025Q2: 1,851 shares; 2025Q3: 1,727 shares; 2025Q4: 1,687 shares 1,687 $513K 0.07% -40 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,725 shares; 2025Q2: not reported; 2025Q3: 3,859 shares; 2025Q4: 3,819 shares 3,819 $500K 0.06% -40 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,964 shares; 2024Q4: 6,882 shares; 2025Q1: 6,909 shares; 2025Q2: 6,805 shares; 2025Q3: 6,176 shares; 2025Q4: 6,163 shares 6,163 $487K 0.06% -13 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 10,473 shares; 2025Q1: 13,299 shares; 2025Q2: 6,768 shares; 2025Q3: not reported; 2025Q4: 8,967 shares 8,967 $482K 0.06% new 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: 1,075 shares; 2024Q4: 1,230 shares; 2025Q1: 1,233 shares; 2025Q2: 1,320 shares; 2025Q3: 2,414 shares; 2025Q4: 2,370 shares 2,370 $481K 0.06% -44 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,612 shares; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares 3,612 $478K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 409 shares; 2025Q1: 240 shares; 2025Q2: 613 shares; 2025Q3: 824 shares; 2025Q4: 5,094 shares 5,094 $478K 0.06% +4,270 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,917 shares 2,917 $474K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,457 shares; 2025Q1: 2,465 shares; 2025Q2: 2,122 shares; 2025Q3: 2,540 shares; 2025Q4: 2,958 shares 2,958 $474K 0.06% +418 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: not reported; 2024Q4: not reported; 2025Q1: 6,278 shares; 2025Q2: 6,278 shares; 2025Q3: not reported; 2025Q4: 6,278 shares 6,278 $471K 0.06% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 3,042 shares; 2025Q1: 3,268 shares; 2025Q2: 3,371 shares; 2025Q3: 2,411 shares; 2025Q4: 2,534 shares 2,534 $467K 0.06% +123 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,550 shares 7,550 $452K 0.06% new Timeline QUS 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: 2,593 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,593 shares 2,593 $452K 0.06% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: not reported; 2025Q1: 9,013 shares; 2025Q2: 8,347 shares; 2025Q3: 8,382 shares; 2025Q4: 8,420 shares 8,420 $449K 0.06% +38 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: not reported; 2024Q4: not reported; 2025Q1: 4,732 shares; 2025Q2: 4,613 shares; 2025Q3: 4,809 shares; 2025Q4: 4,858 shares 4,858 $449K 0.06% +49 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,303 shares; 2025Q1: 3,371 shares; 2025Q2: 3,335 shares; 2025Q3: 4,205 shares; 2025Q4: 3,945 shares 3,945 $449K 0.06% -260 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: 392 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 492 shares; 2025Q3: 597 shares; 2025Q4: 668 shares 668 $443K 0.06% +71 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: 5,117 shares; 2025Q1: 4,971 shares; 2025Q2: 4,971 shares; 2025Q3: not reported; 2025Q4: 4,981 shares 4,981 $441K 0.06% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 453 shares; 2025Q3: 569 shares; 2025Q4: 2,770 shares 2,770 $424K 0.05% +2,201 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: 11,583 shares; 2024Q4: 11,583 shares; 2025Q1: 12,214 shares; 2025Q2: 8,268 shares; 2025Q3: 17,489 shares; 2025Q4: 11,031 shares 11,031 $423K 0.05% -6,458 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,066 shares 5,066 $417K 0.05% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 9,918 shares; 2025Q1: 9,918 shares; 2025Q2: 9,963 shares; 2025Q3: 10,178 shares; 2025Q4: 10,020 shares 10,020 $414K 0.05% -158 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 493 shares; 2025Q3: 502 shares; 2025Q4: 698 shares 698 $400K 0.05% +196 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,215 shares 6,215 $400K 0.05% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,994 shares; 2025Q2: 2,994 shares; 2025Q3: not reported; 2025Q4: 3,777 shares 3,777 $391K 0.05% new Timeline NBHC NATIONAL BK HLDGS CORP More: the full row for NATIONAL BK HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 10,091 shares; 2025Q1: 10,091 shares; 2025Q2: 10,091 shares; 2025Q3: 10,091 shares; 2025Q4: 10,222 shares 10,222 $389K 0.05% +131 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,720 shares; 2025Q1: 1,006 shares; 2025Q2: not reported; 2025Q3: 1,174 shares; 2025Q4: 1,695 shares 1,695 $388K 0.05% +521 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,394 shares; 2025Q4: 3,132 shares 3,132 $386K 0.05% +738 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,341 shares; 2025Q3: 2,800 shares; 2025Q4: 3,005 shares 3,005 $384K 0.05% +205 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: 640 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 1,011 shares; 2025Q3: 1,073 shares; 2025Q4: 1,085 shares 1,085 $383K 0.05% +12 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,228 shares; 2025Q4: 4,228 shares 4,228 $378K 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,028 shares; 2025Q1: 1,265 shares; 2025Q2: 1,005 shares; 2025Q3: 1,644 shares; 2025Q4: 1,150 shares 1,150 $377K 0.05% -494 Timeline IXUS 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: 8,675 shares; 2024Q4: 8,675 shares; 2025Q1: 4,437 shares; 2025Q2: 4,443 shares; 2025Q3: 4,443 shares; 2025Q4: 4,445 shares 4,445 $376K 0.05% +2 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: not reported; 2024Q4: 917 shares; 2025Q1: 866 shares; 2025Q2: not reported; 2025Q3: 1,125 shares; 2025Q4: 948 shares 948 $376K 0.05% -177 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,430 shares 7,430 $374K 0.05% new 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: 2,539 shares; 2024Q4: 2,348 shares; 2025Q1: 2,449 shares; 2025Q2: 2,431 shares; 2025Q3: 2,790 shares; 2025Q4: 2,774 shares 2,774 $368K 0.05% -16 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,353 shares; 2025Q3: 2,348 shares; 2025Q4: 2,403 shares 2,403 $364K 0.05% +55 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: 2,963 shares; 2024Q4: 3,112 shares; 2025Q1: 3,992 shares; 2025Q2: 3,650 shares; 2025Q3: 4,467 shares; 2025Q4: 3,659 shares 3,659 $358K 0.05% -808 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,178 shares; 2025Q1: 20,842 shares; 2025Q2: 16,541 shares; 2025Q3: 15,871 shares; 2025Q4: 3,810 shares 3,810 $357K 0.05% -12,061 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 5,859 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 5,660 shares; 2025Q4: 5,528 shares 5,528 $356K 0.05% -132 Timeline RAVE RAVE RESTAURANT GROUP INC More: the full row for RAVE RESTAURANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,678 shares 106,678 $352K 0.05% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,113 shares; 2025Q3: 2,195 shares; 2025Q4: 2,158 shares 2,158 $352K 0.05% -37 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares 4,666 $346K 0.04% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,754 shares; 2025Q2: 4,644 shares; 2025Q3: 5,065 shares; 2025Q4: 5,578 shares 5,578 $336K 0.04% +513 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,342 shares; 2025Q4: 4,324 shares 4,324 $335K 0.04% -18 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,658 shares; 2025Q1: 5,658 shares; 2025Q2: 5,658 shares; 2025Q3: 5,508 shares; 2025Q4: 5,566 shares 5,566 $334K 0.04% +58 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,097 shares; 2025Q4: 3,156 shares 3,156 $332K 0.04% +59 Timeline JMUB 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: 4,994 shares; 2025Q4: 6,523 shares 6,523 $329K 0.04% +1,529 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,175 shares; 2025Q3: 1,617 shares; 2025Q4: 2,020 shares 2,020 $327K 0.04% +403 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,308 shares 1,308 $318K 0.04% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: not reported; 2025Q4: 1,438 shares 1,438 $316K 0.04% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,717 shares; 2025Q4: 1,730 shares 1,730 $316K 0.04% +13 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 13,538 shares 13,538 $312K 0.04% -1,462 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: 1,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 1,718 shares; 2025Q4: 2,391 shares 2,391 $309K 0.04% +673 Timeline DOV DOVER CORP More: the full row for DOVER 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: 1,565 shares 1,565 $306K 0.04% new 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: 2,045 shares; 2024Q4: 1,469 shares; 2025Q1: 1,641 shares; 2025Q2: 1,441 shares; 2025Q3: not reported; 2025Q4: 1,587 shares 1,587 $303K 0.04% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,322 shares 4,322 $300K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares 885 $298K 0.04% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,711 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares; 2025Q3: 2,610 shares; 2025Q4: 2,646 shares 2,646 $291K 0.04% +36 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: 776 shares; 2025Q4: 746 shares 746 $290K 0.04% -30 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,195 shares; 2025Q3: 5,195 shares; 2025Q4: 5,195 shares 5,195 $289K 0.04% 0 Timeline USIG 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: 5,484 shares; 2025Q4: 5,571 shares 5,571 $288K 0.04% +87 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 17,479 shares; 2025Q1: 17,479 shares; 2025Q2: 16,429 shares; 2025Q3: 9,663 shares; 2025Q4: 9,400 shares 9,400 $287K 0.04% -263 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,947 shares; 2025Q1: 8,568 shares; 2025Q2: 5,871 shares; 2025Q3: 6,647 shares; 2025Q4: 6,112 shares 6,112 $286K 0.04% -535 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,458 shares; 2025Q1: 3,458 shares; 2025Q2: 2,835 shares; 2025Q3: 3,503 shares; 2025Q4: 3,875 shares 3,875 $285K 0.04% +372 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: not reported; 2024Q4: not reported; 2025Q1: 3,825 shares; 2025Q2: not reported; 2025Q3: 3,599 shares; 2025Q4: 4,245 shares 4,245 $280K 0.04% +646 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,493 shares; 2025Q3: 1,554 shares; 2025Q4: 1,568 shares 1,568 $272K 0.04% +14 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,180 shares; 2025Q1: 3,500 shares; 2025Q2: 5,732 shares; 2025Q3: 5,106 shares; 2025Q4: 5,305 shares 5,305 $270K 0.03% +199 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 1,014 shares; 2025Q1: 1,055 shares; 2025Q2: 1,013 shares; 2025Q3: 1,155 shares; 2025Q4: 1,178 shares 1,178 $268K 0.03% +23 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 882 shares; 2025Q3: 1,043 shares; 2025Q4: 1,039 shares 1,039 $266K 0.03% -4 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 987 shares 987 $259K 0.03% +51 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 613 shares; 2025Q4: 619 shares 619 $258K 0.03% +6 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,350 shares; 2025Q4: 1,384 shares 1,384 $251K 0.03% +34 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,464 shares; 2025Q4: 6,470 shares 6,470 $251K 0.03% +6 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,925 shares; 2025Q1: 2,505 shares; 2025Q2: 2,129 shares; 2025Q3: not reported; 2025Q4: 1,721 shares 1,721 $247K 0.03% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 951 shares 951 $246K 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 1,671 shares 1,671 $245K 0.03% +23 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 1,370 shares 1,370 $244K 0.03% -33 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,917 shares 2,917 $239K 0.03% new 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: 500 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 458 shares; 2025Q3: 514 shares; 2025Q4: 508 shares 508 $239K 0.03% -6 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,718 shares; 2025Q2: 2,798 shares; 2025Q3: 2,876 shares; 2025Q4: 3,149 shares 3,149 $232K 0.03% +273 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,992 shares; 2025Q3: 3,992 shares; 2025Q4: 3,992 shares 3,992 $231K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 1,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 879 shares 879 $230K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,512 shares; 2025Q3: 1,260 shares; 2025Q4: 1,187 shares 1,187 $220K 0.03% -73 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,111 shares; 2025Q1: 1,111 shares; 2025Q2: 1,077 shares; 2025Q3: 905 shares; 2025Q4: 845 shares 845 $219K 0.03% -60 Timeline YDESW YD BIO LTD More: the full row for YD BIO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,020 shares; 2025Q4: 221,019 shares 221,019 $219K 0.03% +1,999 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 552 shares; 2025Q3: 728 shares; 2025Q4: 488 shares 488 $217K 0.03% -240 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,921 shares; 2025Q4: 5,898 shares 5,898 $216K 0.03% -7,023 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,235 shares; 2025Q1: not reported; 2025Q2: 1,235 shares; 2025Q3: 1,302 shares; 2025Q4: 1,391 shares 1,391 $215K 0.03% +89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares 1,155 $214K 0.03% new Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,025 shares 3,025 $211K 0.03% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,652 shares 1,652 $205K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 842 shares 842 $204K 0.03% new 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: 9,143 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,978 shares 9,978 $202K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares 650 $202K 0.03% new Timeline BHST BIOHARVEST SCIENCES INC More: the full row for BIOHARVEST SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,271 shares; 2025Q1: 44,391 shares; 2025Q2: 21,648 shares; 2025Q3: 168,013 shares; 2025Q4: 34,928 shares 34,928 $181K 0.02% -133,085 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,500 shares; 2024Q4: 80,500 shares; 2025Q1: 52,750 shares; 2025Q2: 52,750 shares; 2025Q3: 32,750 shares; 2025Q4: 22,750 shares 22,750 $44.8K 0.01% -10,000 Timeline