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: restricted; 2024Q4: 214,993 shares; 2025Q1: 221,107 shares; 2025Q2: 206,698 shares; 2025Q3: 214,014 shares; 2025Q4: 216,975 shares 216,975 $107M 3.49% +2,961 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: restricted; 2024Q4: 347,836 shares; 2025Q1: 349,429 shares; 2025Q2: 349,004 shares; 2025Q3: 367,706 shares; 2025Q4: 375,095 shares 375,095 $103M 3.37% +7,389 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: restricted; 2024Q4: 95,872 shares; 2025Q1: 97,864 shares; 2025Q2: 145,642 shares; 2025Q3: 149,892 shares; 2025Q4: 148,037 shares 148,037 $91.4M 2.99% -1,855 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: restricted; 2024Q4: 219,779 shares; 2025Q1: 241,540 shares; 2025Q2: 264,342 shares; 2025Q3: 267,190 shares; 2025Q4: 270,159 shares 270,159 $85.3M 2.79% +2,969 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: restricted; 2024Q4: 116,259 shares; 2025Q1: 117,578 shares; 2025Q2: 117,323 shares; 2025Q3: 121,945 shares; 2025Q4: 119,681 shares 119,681 $81.6M 2.67% -2,264 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: restricted; 2024Q4: 162,600 shares; 2025Q1: 170,146 shares; 2025Q2: 173,434 shares; 2025Q3: 163,544 shares; 2025Q4: 160,721 shares 160,721 $78.5M 2.57% -2,823 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: restricted; 2024Q4: 215,245 shares; 2025Q1: 232,072 shares; 2025Q2: 238,863 shares; 2025Q3: 238,416 shares; 2025Q4: 240,725 shares 240,725 $78.1M 2.55% +2,309 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: restricted; 2024Q4: 366,229 shares; 2025Q1: 366,081 shares; 2025Q2: 371,603 shares; 2025Q3: 377,623 shares; 2025Q4: 375,222 shares 375,222 $71.9M 2.35% -2,401 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: restricted; 2024Q4: 197,905 shares; 2025Q1: 222,001 shares; 2025Q2: 226,096 shares; 2025Q3: 225,983 shares; 2025Q4: 222,980 shares 222,980 $64.9M 2.12% -3,003 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: restricted; 2024Q4: 200,762 shares; 2025Q1: 213,477 shares; 2025Q2: 241,099 shares; 2025Q3: 253,918 shares; 2025Q4: 269,086 shares 269,086 $62.8M 2.05% +15,168 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: restricted; 2024Q4: 49,021 shares; 2025Q1: 62,617 shares; 2025Q2: 71,267 shares; 2025Q3: 77,706 shares; 2025Q4: 88,083 shares 88,083 $58.3M 1.9% +10,377 Timeline IBDW 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: restricted; 2024Q4: 2,086,763 shares; 2025Q1: 2,238,947 shares; 2025Q2: 2,385,806 shares; 2025Q3: 2,466,330 shares; 2025Q4: 2,640,751 shares 2,640,751 $56.3M 1.84% +174,421 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: restricted; 2024Q4: 211,468 shares; 2025Q1: 214,384 shares; 2025Q2: 261,088 shares; 2025Q3: 272,499 shares; 2025Q4: 281,483 shares 281,483 $52.7M 1.72% +8,984 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: restricted; 2024Q4: 93,554 shares; 2025Q1: 95,563 shares; 2025Q2: 97,030 shares; 2025Q3: 99,008 shares; 2025Q4: 102,131 shares 102,131 $35.9M 1.17% +3,123 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: restricted; 2024Q4: 91,171 shares; 2025Q1: 105,361 shares; 2025Q2: 95,399 shares; 2025Q3: 101,480 shares; 2025Q4: 99,111 shares 99,111 $34.5M 1.13% -2,369 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: restricted; 2024Q4: 180,861 shares; 2025Q1: 185,124 shares; 2025Q2: 186,324 shares; 2025Q3: 178,465 shares; 2025Q4: 177,687 shares 177,687 $32.7M 1.07% -778 Timeline IBDU 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: restricted; 2024Q4: 1,361,733 shares; 2025Q1: 1,359,393 shares; 2025Q2: 1,523,416 shares; 2025Q3: 1,294,318 shares; 2025Q4: 1,351,617 shares 1,351,617 $31.8M 1.04% +57,299 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: restricted; 2024Q4: 217,750 shares; 2025Q1: 218,921 shares; 2025Q2: 218,768 shares; 2025Q3: 218,372 shares; 2025Q4: 220,806 shares 220,806 $31.8M 1.04% +2,434 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: restricted; 2024Q4: 83,693 shares; 2025Q1: 86,236 shares; 2025Q2: 85,905 shares; 2025Q3: 85,000 shares; 2025Q4: 83,828 shares 83,828 $28.7M 0.94% -1,172 Timeline IBDS 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: restricted; 2024Q4: 855,741 shares; 2025Q1: 920,054 shares; 2025Q2: 982,970 shares; 2025Q3: 1,149,605 shares; 2025Q4: 1,161,524 shares 1,161,524 $28.4M 0.93% +11,919 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: restricted; 2024Q4: 74,909 shares; 2025Q1: 82,256 shares; 2025Q2: 79,922 shares; 2025Q3: 79,981 shares; 2025Q4: 80,809 shares 80,809 $26.3M 0.86% +828 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: restricted; 2024Q4: 44,721 shares; 2025Q1: 48,315 shares; 2025Q2: 47,718 shares; 2025Q3: 40,105 shares; 2025Q4: 39,761 shares 39,761 $25.4M 0.83% -344 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: restricted; 2024Q4: 123,559 shares; 2025Q1: 198,450 shares; 2025Q2: 210,256 shares; 2025Q3: 215,774 shares; 2025Q4: 223,221 shares 223,221 $25M 0.82% +7,447 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: restricted; 2024Q4: 265,570 shares; 2025Q1: 273,941 shares; 2025Q2: 273,898 shares; 2025Q3: 275,227 shares; 2025Q4: 272,680 shares 272,680 $24.4M 0.8% -2,547 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: restricted; 2024Q4: 103,822 shares; 2025Q1: 104,076 shares; 2025Q2: 106,283 shares; 2025Q3: 108,525 shares; 2025Q4: 109,139 shares 109,139 $23M 0.75% +614 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604,291 shares; 2025Q1: 795,562 shares; 2025Q2: 825,788 shares; 2025Q3: 888,986 shares; 2025Q4: 913,745 shares 913,745 $22.6M 0.74% +24,759 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: restricted; 2024Q4: 120,046 shares; 2025Q1: 119,105 shares; 2025Q2: 118,740 shares; 2025Q3: 117,016 shares; 2025Q4: 115,872 shares 115,872 $22.2M 0.73% -1,144 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,328 shares; 2025Q1: 277,402 shares; 2025Q2: 284,547 shares; 2025Q3: 287,094 shares; 2025Q4: 283,857 shares 283,857 $21.8M 0.71% -3,237 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: restricted; 2024Q4: 42,169 shares; 2025Q1: 41,076 shares; 2025Q2: 46,067 shares; 2025Q3: 43,442 shares; 2025Q4: 46,759 shares 46,759 $21M 0.69% +3,317 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: restricted; 2024Q4: 502,304 shares; 2025Q1: 439,634 shares; 2025Q2: 443,534 shares; 2025Q3: 451,203 shares; 2025Q4: 451,781 shares 451,781 $20.9M 0.68% +578 Timeline IBDR 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: restricted; 2024Q4: 819,926 shares; 2025Q1: 811,145 shares; 2025Q2: 937,560 shares; 2025Q3: 745,038 shares; 2025Q4: 829,557 shares 829,557 $20.2M 0.66% +84,519 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: restricted; 2024Q4: 36,859 shares; 2025Q1: 37,006 shares; 2025Q2: 37,864 shares; 2025Q3: 39,279 shares; 2025Q4: 39,278 shares 39,278 $19.8M 0.65% -1 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: restricted; 2024Q4: 1,177,083 shares; 2025Q1: 1,289,798 shares; 2025Q2: 1,273,322 shares; 2025Q3: 693,141 shares; 2025Q4: 692,188 shares 692,188 $19.5M 0.64% -953 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: restricted; 2024Q4: 14,676 shares; 2025Q1: 15,700 shares; 2025Q2: 12,837 shares; 2025Q3: 15,230 shares; 2025Q4: 197,415 shares 197,415 $18.5M 0.6% +182,185 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: restricted; 2024Q4: 30,084 shares; 2025Q1: 30,416 shares; 2025Q2: 30,477 shares; 2025Q3: 30,787 shares; 2025Q4: 31,653 shares 31,653 $18.1M 0.59% +866 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,642 shares; 2025Q1: 10,022 shares; 2025Q2: 24,011 shares; 2025Q3: 374,957 shares; 2025Q4: 410,945 shares 410,945 $18M 0.59% +35,988 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: restricted; 2024Q4: 21,846 shares; 2025Q1: 22,396 shares; 2025Q2: 22,945 shares; 2025Q3: 24,116 shares; 2025Q4: 25,997 shares 25,997 $17.9M 0.58% +1,881 Timeline JGRO 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: restricted; 2024Q4: 33,623 shares; 2025Q1: 190,702 shares; 2025Q2: 208,850 shares; 2025Q3: 192,529 shares; 2025Q4: 191,169 shares 191,169 $17.8M 0.58% -1,360 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: restricted; 2024Q4: 56,650 shares; 2025Q1: 61,503 shares; 2025Q2: 62,230 shares; 2025Q3: 61,134 shares; 2025Q4: 123,330 shares 123,330 $17.8M 0.58% +62,196 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 338,083 shares; 2025Q1: 328,011 shares; 2025Q2: 327,326 shares; 2025Q3: 323,086 shares; 2025Q4: 314,010 shares 314,010 $16.7M 0.55% -9,076 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,358 shares; 2025Q1: 10,864 shares; 2025Q2: 23,158 shares; 2025Q3: 26,585 shares; 2025Q4: 24,379 shares 24,379 $16.4M 0.54% -2,206 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: restricted; 2024Q4: 29,307 shares; 2025Q1: 30,888 shares; 2025Q2: 31,297 shares; 2025Q3: 28,508 shares; 2025Q4: 28,329 shares 28,329 $16.2M 0.53% -179 Timeline DGRW 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: restricted; 2024Q4: 137,973 shares; 2025Q1: 161,935 shares; 2025Q2: 163,760 shares; 2025Q3: 184,106 shares; 2025Q4: 179,839 shares 179,839 $16.1M 0.53% -4,267 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: restricted; 2024Q4: 128,298 shares; 2025Q1: 126,786 shares; 2025Q2: 126,761 shares; 2025Q3: 127,285 shares; 2025Q4: 123,503 shares 123,503 $14.9M 0.49% -3,782 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: restricted; 2024Q4: 38,666 shares; 2025Q1: 39,764 shares; 2025Q2: 39,617 shares; 2025Q3: 40,399 shares; 2025Q4: 41,676 shares 41,676 $14.5M 0.47% +1,277 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: restricted; 2024Q4: 82,371 shares; 2025Q1: 85,613 shares; 2025Q2: 80,572 shares; 2025Q3: 77,605 shares; 2025Q4: 74,144 shares 74,144 $14.3M 0.47% -3,461 Timeline WTV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,317 shares; 2025Q4: 150,451 shares 150,451 $14.1M 0.46% -866 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: restricted; 2024Q4: 44,910 shares; 2025Q1: 21,920 shares; 2025Q2: 39,896 shares; 2025Q3: 40,990 shares; 2025Q4: 42,365 shares 42,365 $14.1M 0.46% +1,375 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,414 shares; 2025Q4: 117,297 shares 117,297 $14.1M 0.46% +1,883 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: restricted; 2024Q4: 6,281 shares; 2025Q1: 10,334 shares; 2025Q2: 12,046 shares; 2025Q3: 12,461 shares; 2025Q4: 12,923 shares 12,923 $14M 0.46% +462 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 11,802 shares; 2025Q3: 40,280 shares; 2025Q4: 43,599 shares 43,599 $13.9M 0.45% +3,319 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: restricted; 2024Q4: 99,728 shares; 2025Q1: 104,355 shares; 2025Q2: 103,543 shares; 2025Q3: 99,977 shares; 2025Q4: 94,289 shares 94,289 $13.9M 0.45% -5,688 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,026 shares; 2025Q1: 113,831 shares; 2025Q2: 118,262 shares; 2025Q3: 117,176 shares; 2025Q4: 117,411 shares 117,411 $13.9M 0.45% +235 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: restricted; 2024Q4: 51,922 shares; 2025Q1: 70,682 shares; 2025Q2: 76,397 shares; 2025Q3: 77,762 shares; 2025Q4: 85,930 shares 85,930 $13.8M 0.45% +8,168 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,303 shares; 2025Q1: 11,839 shares; 2025Q2: 11,981 shares; 2025Q3: 12,257 shares; 2025Q4: 12,706 shares 12,706 $13.6M 0.45% +449 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: restricted; 2024Q4: 96,384 shares; 2025Q1: 70,026 shares; 2025Q2: 67,740 shares; 2025Q3: 65,328 shares; 2025Q4: 62,059 shares 62,059 $13.3M 0.43% -3,269 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: restricted; 2024Q4: 88,388 shares; 2025Q1: 77,001 shares; 2025Q2: 69,002 shares; 2025Q3: 74,091 shares; 2025Q4: 73,990 shares 73,990 $13.2M 0.43% -101 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: restricted; 2024Q4: 224,797 shares; 2025Q1: 243,324 shares; 2025Q2: 240,660 shares; 2025Q3: 240,605 shares; 2025Q4: 235,712 shares 235,712 $13.1M 0.43% -4,893 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,262 shares; 2025Q1: 18,919 shares; 2025Q2: 25,562 shares; 2025Q3: 24,818 shares; 2025Q4: 27,766 shares 27,766 $13M 0.43% +2,948 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: restricted; 2024Q4: 138,494 shares; 2025Q1: 142,600 shares; 2025Q2: 142,858 shares; 2025Q3: 149,083 shares; 2025Q4: 160,549 shares 160,549 $13M 0.43% +11,466 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: restricted; 2024Q4: 119,913 shares; 2025Q1: 127,668 shares; 2025Q2: 130,491 shares; 2025Q3: 151,483 shares; 2025Q4: 148,781 shares 148,781 $13M 0.42% -2,702 Timeline IBDV 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: restricted; 2024Q4: 916,712 shares; 2025Q1: 968,055 shares; 2025Q2: 1,123,205 shares; 2025Q3: 562,398 shares; 2025Q4: 568,050 shares 568,050 $12.6M 0.41% +5,652 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: restricted; 2024Q4: 31,601 shares; 2025Q1: 36,350 shares; 2025Q2: 37,382 shares; 2025Q3: 37,904 shares; 2025Q4: 39,971 shares 39,971 $12.5M 0.41% +2,067 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: restricted; 2024Q4: 107,400 shares; 2025Q1: 107,652 shares; 2025Q2: 108,396 shares; 2025Q3: 80,853 shares; 2025Q4: 80,390 shares 80,390 $12.5M 0.41% -463 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: restricted; 2024Q4: 70,196 shares; 2025Q1: 70,592 shares; 2025Q2: 69,551 shares; 2025Q3: 79,136 shares; 2025Q4: 96,544 shares 96,544 $12.5M 0.41% +17,408 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: restricted; 2024Q4: 18,506 shares; 2025Q1: 35,468 shares; 2025Q2: 43,451 shares; 2025Q3: 69,269 shares; 2025Q4: 76,560 shares 76,560 $12.4M 0.41% +7,291 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 76,926 shares; 2025Q2: 125,420 shares; 2025Q3: 103,744 shares; 2025Q4: 108,722 shares 108,722 $12.3M 0.4% +4,978 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: restricted; 2024Q4: 39,048 shares; 2025Q1: 39,016 shares; 2025Q2: 39,030 shares; 2025Q3: 39,039 shares; 2025Q4: 38,919 shares 38,919 $12.3M 0.4% -120 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: restricted; 2024Q4: 288,736 shares; 2025Q1: 395,771 shares; 2025Q2: 403,220 shares; 2025Q3: 421,114 shares; 2025Q4: 440,794 shares 440,794 $11.9M 0.39% +19,680 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: restricted; 2024Q4: 115,526 shares; 2025Q1: 111,524 shares; 2025Q2: 110,195 shares; 2025Q3: 91,288 shares; 2025Q4: 93,391 shares 93,391 $11.9M 0.39% +2,103 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: restricted; 2024Q4: 22,255 shares; 2025Q1: 20,969 shares; 2025Q2: 63,373 shares; 2025Q3: 65,264 shares; 2025Q4: 66,193 shares 66,193 $11.8M 0.38% +929 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: restricted; 2024Q4: 24,194 shares; 2025Q1: 24,401 shares; 2025Q2: 24,473 shares; 2025Q3: 24,026 shares; 2025Q4: 23,863 shares 23,863 $11.4M 0.37% -163 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: restricted; 2024Q4: 39,534 shares; 2025Q1: 51,272 shares; 2025Q2: 44,170 shares; 2025Q3: 38,843 shares; 2025Q4: 40,867 shares 40,867 $11.2M 0.37% +2,024 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: restricted; 2024Q4: 27,245 shares; 2025Q1: 28,067 shares; 2025Q2: 28,600 shares; 2025Q3: 29,317 shares; 2025Q4: 26,010 shares 26,010 $11.1M 0.36% -3,307 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: restricted; 2024Q4: 62,819 shares; 2025Q1: 148,404 shares; 2025Q2: 171,818 shares; 2025Q3: 120,260 shares; 2025Q4: 136,085 shares 136,085 $11M 0.36% +15,825 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: restricted; 2024Q4: 60,508 shares; 2025Q1: 62,628 shares; 2025Q2: 63,582 shares; 2025Q3: 63,005 shares; 2025Q4: 63,246 shares 63,246 $10.8M 0.35% +241 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: restricted; 2024Q4: 91,645 shares; 2025Q1: 104,207 shares; 2025Q2: 167,391 shares; 2025Q3: 175,393 shares; 2025Q4: 184,687 shares 184,687 $10.7M 0.35% +9,294 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: restricted; 2024Q4: 67,361 shares; 2025Q1: 96,685 shares; 2025Q2: 94,854 shares; 2025Q3: 91,664 shares; 2025Q4: 61,759 shares 61,759 $10.6M 0.35% -29,905 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: restricted; 2024Q4: 80,467 shares; 2025Q1: 89,741 shares; 2025Q2: 91,704 shares; 2025Q3: 45,156 shares; 2025Q4: 47,233 shares 47,233 $10.4M 0.34% +2,077 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,693 shares; 2025Q1: 95,951 shares; 2025Q2: 95,385 shares; 2025Q3: 97,682 shares; 2025Q4: 100,430 shares 100,430 $10.2M 0.33% +2,748 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: restricted; 2024Q4: 93,080 shares; 2025Q1: 107,382 shares; 2025Q2: 107,386 shares; 2025Q3: 107,452 shares; 2025Q4: 106,632 shares 106,632 $10.2M 0.33% -820 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: restricted; 2024Q4: 24,981 shares; 2025Q1: 25,636 shares; 2025Q2: 27,567 shares; 2025Q3: 42,184 shares; 2025Q4: 47,349 shares 47,349 $10.2M 0.33% +5,165 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: restricted; 2024Q4: 35,116 shares; 2025Q1: 43,643 shares; 2025Q2: 46,714 shares; 2025Q3: 47,806 shares; 2025Q4: 53,876 shares 53,876 $9.98M 0.33% +6,070 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: restricted; 2024Q4: 18,610 shares; 2025Q1: 56,725 shares; 2025Q2: 57,973 shares; 2025Q3: 59,505 shares; 2025Q4: 59,523 shares 59,523 $9.72M 0.32% +18 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,999 shares; 2025Q3: 22,898 shares; 2025Q4: 41,891 shares 41,891 $9.66M 0.32% +18,993 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,382 shares; 2025Q1: 39,646 shares; 2025Q2: 38,994 shares; 2025Q3: 40,558 shares; 2025Q4: 50,694 shares 50,694 $9.47M 0.31% +10,136 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: restricted; 2024Q4: 31,529 shares; 2025Q1: 32,016 shares; 2025Q2: 32,675 shares; 2025Q3: 33,864 shares; 2025Q4: 38,513 shares 38,513 $9.31M 0.3% +4,649 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: restricted; 2024Q4: 23,998 shares; 2025Q1: 24,231 shares; 2025Q2: 24,426 shares; 2025Q3: 24,780 shares; 2025Q4: 23,899 shares 23,899 $8.92M 0.29% -881 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,252 shares; 2025Q1: 73,394 shares; 2025Q2: 84,565 shares; 2025Q3: 76,908 shares; 2025Q4: 80,613 shares 80,613 $8.6M 0.28% +3,705 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,522 shares; 2025Q1: 152,367 shares; 2025Q2: 155,267 shares; 2025Q3: 155,032 shares; 2025Q4: 154,695 shares 154,695 $8.5M 0.28% -337 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: restricted; 2024Q4: 47,965 shares; 2025Q1: 36,822 shares; 2025Q2: 34,965 shares; 2025Q3: 34,234 shares; 2025Q4: 32,263 shares 32,263 $8.4M 0.27% -1,971 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: restricted; 2024Q4: 60,573 shares; 2025Q1: 63,617 shares; 2025Q2: 68,233 shares; 2025Q3: 69,992 shares; 2025Q4: 70,831 shares 70,831 $8.25M 0.27% +839 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,083 shares; 2025Q1: 14,870 shares; 2025Q2: 15,073 shares; 2025Q3: 16,743 shares; 2025Q4: 16,812 shares 16,812 $8.24M 0.27% +69 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: restricted; 2024Q4: 15,682 shares; 2025Q1: 15,749 shares; 2025Q2: 15,811 shares; 2025Q3: 16,463 shares; 2025Q4: 16,808 shares 16,808 $8.18M 0.27% +345 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,032 shares; 2025Q1: 55,986 shares; 2025Q2: 85,405 shares; 2025Q3: 118,867 shares; 2025Q4: 224,211 shares 224,211 $8.05M 0.26% +105,344 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: restricted; 2024Q4: 7,861 shares; 2025Q1: 8,164 shares; 2025Q2: 8,547 shares; 2025Q3: 8,950 shares; 2025Q4: 9,125 shares 9,125 $8.01M 0.26% +175 Timeline PWRD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,235 shares; 2025Q3: 80,319 shares; 2025Q4: 81,665 shares 81,665 $7.88M 0.26% +1,346 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: restricted; 2024Q4: 36,852 shares; 2025Q1: 23,929 shares; 2025Q2: 23,228 shares; 2025Q3: 22,930 shares; 2025Q4: 25,318 shares 25,318 $7.83M 0.26% +2,388 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: restricted; 2024Q4: 140,616 shares; 2025Q1: 134,575 shares; 2025Q2: 129,771 shares; 2025Q3: 114,315 shares; 2025Q4: 110,175 shares 110,175 $7.79M 0.25% -4,140 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: restricted; 2024Q4: 46,685 shares; 2025Q1: 44,363 shares; 2025Q2: 35,770 shares; 2025Q3: 33,486 shares; 2025Q4: 33,455 shares 33,455 $7.75M 0.25% -31 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,286 shares; 2025Q1: 16,152 shares; 2025Q2: 16,071 shares; 2025Q3: 16,888 shares; 2025Q4: 17,434 shares 17,434 $7.74M 0.25% +546 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,216 shares; 2025Q1: 142,496 shares; 2025Q2: 131,016 shares; 2025Q3: 136,456 shares; 2025Q4: 133,858 shares 133,858 $7.57M 0.25% -2,598 Timeline KRE 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: restricted; 2024Q4: 108,185 shares; 2025Q1: 118,219 shares; 2025Q2: 121,551 shares; 2025Q3: 121,326 shares; 2025Q4: 116,537 shares 116,537 $7.57M 0.25% -4,789 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,303 shares; 2025Q1: 25,320 shares; 2025Q2: 26,405 shares; 2025Q3: 87,847 shares; 2025Q4: 88,378 shares 88,378 $7.44M 0.24% +531 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: restricted; 2024Q4: 178,722 shares; 2025Q1: 93,773 shares; 2025Q2: 88,098 shares; 2025Q3: 90,039 shares; 2025Q4: 90,229 shares 90,229 $7.39M 0.24% +190 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: restricted; 2024Q4: 69,409 shares; 2025Q1: 71,648 shares; 2025Q2: 64,721 shares; 2025Q3: 64,572 shares; 2025Q4: 64,287 shares 64,287 $7.37M 0.24% -285 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: restricted; 2024Q4: 24,916 shares; 2025Q1: 28,591 shares; 2025Q2: 70,526 shares; 2025Q3: 72,385 shares; 2025Q4: 78,641 shares 78,641 $7.13M 0.23% +6,256 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: restricted; 2024Q4: 9 shares; 2025Q1: 11 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9 $6.79M 0.22% 0 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: restricted; 2024Q4: 37,077 shares; 2025Q1: 38,487 shares; 2025Q2: 42,146 shares; 2025Q3: 43,073 shares; 2025Q4: 43,846 shares 43,846 $6.76M 0.22% +773 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: restricted; 2024Q4: 29,280 shares; 2025Q1: 27,824 shares; 2025Q2: 27,510 shares; 2025Q3: 26,860 shares; 2025Q4: 26,476 shares 26,476 $6.52M 0.21% -384 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: restricted; 2024Q4: 160,333 shares; 2025Q1: 160,333 shares; 2025Q2: 160,265 shares; 2025Q3: 160,265 shares; 2025Q4: 163,498 shares 163,498 $6.47M 0.21% +3,233 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: restricted; 2024Q4: 7,362 shares; 2025Q1: 6,591 shares; 2025Q2: 7,439 shares; 2025Q3: 7,982 shares; 2025Q4: 39,287 shares 39,287 $6.02M 0.2% +31,305 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: restricted; 2024Q4: 41,051 shares; 2025Q1: 33,360 shares; 2025Q2: 33,233 shares; 2025Q3: 33,337 shares; 2025Q4: 33,154 shares 33,154 $6.01M 0.2% -183 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: restricted; 2024Q4: 107,198 shares; 2025Q1: 111,148 shares; 2025Q2: 103,897 shares; 2025Q3: 102,763 shares; 2025Q4: 103,374 shares 103,374 $5.96M 0.19% +611 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: restricted; 2024Q4: 137,142 shares; 2025Q1: 138,476 shares; 2025Q2: 139,484 shares; 2025Q3: 139,974 shares; 2025Q4: 143,041 shares 143,041 $5.83M 0.19% +3,067 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,894 shares; 2025Q3: 58,529 shares; 2025Q4: 182,679 shares 182,679 $5.78M 0.19% +124,150 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: restricted; 2024Q4: 56,593 shares; 2025Q1: 56,392 shares; 2025Q2: 36,571 shares; 2025Q3: 33,229 shares; 2025Q4: 33,512 shares 33,512 $5.66M 0.18% +283 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,420 shares; 2025Q1: 62,784 shares; 2025Q2: 62,874 shares; 2025Q3: 62,874 shares; 2025Q4: 62,256 shares 62,256 $5.6M 0.18% -618 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: restricted; 2024Q4: 25,404 shares; 2025Q1: 21,376 shares; 2025Q2: 22,340 shares; 2025Q3: 22,511 shares; 2025Q4: 21,030 shares 21,030 $5.58M 0.18% -1,481 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,015 shares; 2025Q1: 7,703 shares; 2025Q2: 13,212 shares; 2025Q3: 18,513 shares; 2025Q4: 39,276 shares 39,276 $5.54M 0.18% +20,763 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: restricted; 2024Q4: 79,913 shares; 2025Q1: 80,245 shares; 2025Q2: 82,449 shares; 2025Q3: 84,262 shares; 2025Q4: 81,973 shares 81,973 $5.46M 0.18% -2,289 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: restricted; 2024Q4: 65,696 shares; 2025Q1: 71,333 shares; 2025Q2: 100,632 shares; 2025Q3: 103,773 shares; 2025Q4: 104,094 shares 104,094 $5.12M 0.17% +321 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: restricted; 2024Q4: 13,088 shares; 2025Q1: 13,090 shares; 2025Q2: 10,630 shares; 2025Q3: 10,734 shares; 2025Q4: 10,639 shares 10,639 $5.11M 0.17% -95 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: restricted; 2024Q4: 86,254 shares; 2025Q1: 92,445 shares; 2025Q2: 96,207 shares; 2025Q3: 97,902 shares; 2025Q4: 108,914 shares 108,914 $5.11M 0.17% +11,012 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: restricted; 2024Q4: 62,746 shares; 2025Q1: 92,714 shares; 2025Q2: 92,196 shares; 2025Q3: 92,355 shares; 2025Q4: 92,364 shares 92,364 $5.08M 0.17% +9 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: restricted; 2024Q4: 196,899 shares; 2025Q1: 196,818 shares; 2025Q2: 196,905 shares; 2025Q3: 197,049 shares; 2025Q4: 191,269 shares 191,269 $5.02M 0.16% -5,780 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: restricted; 2024Q4: 116,552 shares; 2025Q1: 116,927 shares; 2025Q2: 115,853 shares; 2025Q3: 99,595 shares; 2025Q4: 61,184 shares 61,184 $5M 0.16% -38,411 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: restricted; 2024Q4: 30,300 shares; 2025Q1: 33,212 shares; 2025Q2: 27,631 shares; 2025Q3: 26,101 shares; 2025Q4: 26,232 shares 26,232 $4.97M 0.16% +131 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,147 shares; 2025Q1: 187,086 shares; 2025Q2: 193,603 shares; 2025Q3: 201,589 shares; 2025Q4: 206,198 shares 206,198 $4.93M 0.16% +4,609 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: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,774 shares; 2025Q2: 1,937 shares; 2025Q3: 2,329 shares; 2025Q4: 2,421 shares 2,421 $4.88M 0.16% +92 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: restricted; 2024Q4: 22,247 shares; 2025Q1: 24,029 shares; 2025Q2: 24,850 shares; 2025Q3: 26,105 shares; 2025Q4: 24,650 shares 24,650 $4.86M 0.16% -1,455 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: restricted; 2024Q4: 52,172 shares; 2025Q1: 46,463 shares; 2025Q2: 44,995 shares; 2025Q3: 41,663 shares; 2025Q4: 43,913 shares 43,913 $4.79M 0.16% +2,250 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: restricted; 2024Q4: 4,321 shares; 2025Q1: 4,515 shares; 2025Q2: 3,885 shares; 2025Q3: 4,748 shares; 2025Q4: 7,291 shares 7,291 $4.78M 0.16% +2,543 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: restricted; 2024Q4: 10,043 shares; 2025Q1: 10,821 shares; 2025Q2: 11,067 shares; 2025Q3: 15,823 shares; 2025Q4: 21,817 shares 21,817 $4.74M 0.15% +5,994 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: restricted; 2024Q4: 84,962 shares; 2025Q1: 87,964 shares; 2025Q2: 90,372 shares; 2025Q3: 89,070 shares; 2025Q4: 88,087 shares 88,087 $4.74M 0.15% -983 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,281 shares; 2025Q1: 109,761 shares; 2025Q2: 108,584 shares; 2025Q3: 108,586 shares; 2025Q4: 108,534 shares 108,534 $4.69M 0.15% -52 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,249 shares; 2025Q1: 18,111 shares; 2025Q2: 44,083 shares; 2025Q3: 58,142 shares; 2025Q4: 101,640 shares 101,640 $4.52M 0.15% +43,498 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,757 shares; 2025Q1: 57,236 shares; 2025Q2: 9,006 shares; 2025Q3: 43,540 shares; 2025Q4: 51,462 shares 51,462 $4.31M 0.14% +7,922 Timeline RYLD 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: restricted; 2024Q4: 230,154 shares; 2025Q1: 253,644 shares; 2025Q2: 256,699 shares; 2025Q3: 268,040 shares; 2025Q4: 280,947 shares 280,947 $4.3M 0.14% +12,907 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,254 shares; 2025Q1: 21,446 shares; 2025Q2: 22,005 shares; 2025Q3: 22,159 shares; 2025Q4: 23,014 shares 23,014 $4.3M 0.14% +855 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,095 shares; 2025Q1: 50,475 shares; 2025Q2: 47,400 shares; 2025Q3: 47,183 shares; 2025Q4: 38,917 shares 38,917 $4.23M 0.14% -8,266 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: restricted; 2024Q4: 1,587 shares; 2025Q1: 2,509 shares; 2025Q2: 2,843 shares; 2025Q3: 2,871 shares; 2025Q4: 20,149 shares 20,149 $4.19M 0.14% +17,278 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: restricted; 2024Q4: 2,732 shares; 2025Q1: 3,675 shares; 2025Q2: 4,536 shares; 2025Q3: 4,518 shares; 2025Q4: 4,606 shares 4,606 $4.18M 0.14% +88 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,321 shares; 2025Q3: 170,793 shares; 2025Q4: 214,639 shares 214,639 $4.16M 0.14% +43,846 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,321 shares; 2025Q1: 34,309 shares; 2025Q2: 34,693 shares; 2025Q3: 35,776 shares; 2025Q4: 36,392 shares 36,392 $4.11M 0.13% +616 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,186 shares 187,186 $4.03M 0.13% new 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: restricted; 2024Q4: 377,409 shares; 2025Q1: 397,146 shares; 2025Q2: 192,771 shares; 2025Q3: 183,664 shares; 2025Q4: 158,890 shares 158,890 $4.03M 0.13% -24,774 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,778 shares 27,778 $4M 0.13% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,313 shares; 2025Q1: 89,085 shares; 2025Q2: 89,077 shares; 2025Q3: 90,061 shares; 2025Q4: 87,773 shares 87,773 $3.9M 0.13% -2,288 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: restricted; 2024Q4: 63,601 shares; 2025Q1: 64,586 shares; 2025Q2: 64,567 shares; 2025Q3: 34,852 shares; 2025Q4: 26,243 shares 26,243 $3.84M 0.13% -8,609 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: restricted; 2024Q4: 13,325 shares; 2025Q1: 24,514 shares; 2025Q2: 48,449 shares; 2025Q3: 37,219 shares; 2025Q4: 38,614 shares 38,614 $3.83M 0.13% +1,395 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,353 shares; 2025Q1: 79,371 shares; 2025Q2: 79,383 shares; 2025Q3: 79,396 shares; 2025Q4: 79,385 shares 79,385 $3.81M 0.12% -11 Timeline GBIL 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: restricted; 2024Q4: 35,535 shares; 2025Q1: 43,027 shares; 2025Q2: 43,314 shares; 2025Q3: 38,024 shares; 2025Q4: 37,958 shares 37,958 $3.79M 0.12% -66 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: restricted; 2024Q4: 17,784 shares; 2025Q1: 15,329 shares; 2025Q2: 18,296 shares; 2025Q3: 10,610 shares; 2025Q4: 11,160 shares 11,160 $3.79M 0.12% +550 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: restricted; 2024Q4: 13,322 shares; 2025Q1: 13,163 shares; 2025Q2: 12,803 shares; 2025Q3: 12,603 shares; 2025Q4: 15,837 shares 15,837 $3.76M 0.12% +3,234 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: restricted; 2024Q4: 12,336 shares; 2025Q1: 13,421 shares; 2025Q2: 13,395 shares; 2025Q3: 13,528 shares; 2025Q4: 18,696 shares 18,696 $3.68M 0.12% +5,168 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,573 shares; 2025Q1: 469,432 shares; 2025Q2: 539,864 shares; 2025Q3: 242,262 shares; 2025Q4: 267,792 shares 267,792 $3.68M 0.12% +25,530 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: restricted; 2024Q4: 18,869 shares; 2025Q1: 13,272 shares; 2025Q2: 11,613 shares; 2025Q3: 11,453 shares; 2025Q4: 11,554 shares 11,554 $3.64M 0.12% +101 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,239 shares; 2025Q1: 13,997 shares; 2025Q2: 27,697 shares; 2025Q3: 39,196 shares; 2025Q4: 89,509 shares 89,509 $3.6M 0.12% +50,313 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: restricted; 2024Q4: 9,227 shares; 2025Q1: 9,498 shares; 2025Q2: 9,601 shares; 2025Q3: 9,950 shares; 2025Q4: 11,303 shares 11,303 $3.6M 0.12% +1,353 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246,677 shares; 2025Q4: 134,017 shares 134,017 $3.53M 0.12% -112,660 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,512 shares; 2025Q1: 230,771 shares; 2025Q2: 230,957 shares; 2025Q3: 236,883 shares; 2025Q4: 244,350 shares 244,350 $3.5M 0.11% +7,467 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,014 shares; 2025Q1: 3,239 shares; 2025Q2: 3,921 shares; 2025Q3: 4,563 shares; 2025Q4: 4,190 shares 4,190 $3.39M 0.11% -373 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,127 shares; 2025Q1: 128,992 shares; 2025Q2: 128,992 shares; 2025Q3: 128,992 shares; 2025Q4: 125,992 shares 125,992 $3.32M 0.11% -3,000 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,015 shares; 2025Q3: 56,954 shares; 2025Q4: 47,337 shares 47,337 $3.3M 0.11% -9,617 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: restricted; 2024Q4: 38,013 shares; 2025Q1: 38,000 shares; 2025Q2: 46,896 shares; 2025Q3: 44,926 shares; 2025Q4: 52,673 shares 52,673 $3.29M 0.11% +7,747 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,908 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,882 shares 17,882 $3.2M 0.1% new 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: restricted; 2024Q4: 114,336 shares; 2025Q1: 114,312 shares; 2025Q2: 60,276 shares; 2025Q3: 53,075 shares; 2025Q4: 56,458 shares 56,458 $3.18M 0.1% +3,383 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: restricted; 2024Q4: 6,824 shares; 2025Q1: 7,693 shares; 2025Q2: 16,551 shares; 2025Q3: 17,634 shares; 2025Q4: 13,760 shares 13,760 $3.13M 0.1% -3,874 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,180 shares; 2025Q1: 49,622 shares; 2025Q2: 58,931 shares; 2025Q3: 44,964 shares; 2025Q4: 43,407 shares 43,407 $3.13M 0.1% -1,557 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 186,350 shares; 2025Q1: 201,932 shares; 2025Q2: 229,786 shares; 2025Q3: 247,008 shares; 2025Q4: 264,118 shares 264,118 $3.13M 0.1% +17,110 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: restricted; 2024Q4: 10,423 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares; 2025Q3: 10,280 shares; 2025Q4: 10,044 shares 10,044 $3.12M 0.1% -236 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: restricted; 2024Q4: 22,320 shares; 2025Q1: 23,604 shares; 2025Q2: 5,636 shares; 2025Q3: 5,953 shares; 2025Q4: 7,662 shares 7,662 $2.98M 0.1% +1,709 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: restricted; 2024Q4: 42,457 shares; 2025Q1: 32,618 shares; 2025Q2: 32,989 shares; 2025Q3: 33,180 shares; 2025Q4: 35,762 shares 35,762 $2.97M 0.1% +2,582 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,349 shares; 2025Q1: 147,640 shares; 2025Q2: 136,221 shares; 2025Q3: 135,009 shares; 2025Q4: 130,007 shares 130,007 $2.94M 0.1% -5,002 Timeline IBDT 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: restricted; 2024Q4: 162,132 shares; 2025Q1: 169,686 shares; 2025Q2: 130,721 shares; 2025Q3: 125,863 shares; 2025Q4: 111,981 shares 111,981 $2.93M 0.1% -13,882 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: restricted; 2024Q4: 4,499 shares; 2025Q1: 11,081 shares; 2025Q2: 11,151 shares; 2025Q3: 7,435 shares; 2025Q4: 10,881 shares 10,881 $2.8M 0.09% +3,446 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: restricted; 2024Q4: 5,590 shares; 2025Q1: 5,644 shares; 2025Q2: 8,305 shares; 2025Q3: 9,277 shares; 2025Q4: 8,985 shares 8,985 $2.79M 0.09% -292 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: restricted; 2024Q4: 22,868 shares; 2025Q1: 35,870 shares; 2025Q2: 33,856 shares; 2025Q3: 31,277 shares; 2025Q4: 29,074 shares 29,074 $2.78M 0.09% -2,203 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,027 shares; 2025Q2: 18,934 shares; 2025Q3: 31,102 shares; 2025Q4: 77,940 shares 77,940 $2.78M 0.09% +46,838 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: restricted; 2024Q4: 3,574 shares; 2025Q1: 3,539 shares; 2025Q2: 4,526 shares; 2025Q3: 5,088 shares; 2025Q4: 4,904 shares 4,904 $2.78M 0.09% -184 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,908 shares; 2025Q1: 62,908 shares; 2025Q2: 55,358 shares; 2025Q3: 55,358 shares; 2025Q4: 55,358 shares 55,358 $2.76M 0.09% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,854 shares; 2025Q1: 18,487 shares; 2025Q2: 17,043 shares; 2025Q3: 16,342 shares; 2025Q4: 16,100 shares 16,100 $2.73M 0.09% -242 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: restricted; 2024Q4: 3,097 shares; 2025Q1: 3,235 shares; 2025Q2: 3,707 shares; 2025Q3: 3,341 shares; 2025Q4: 4,699 shares 4,699 $2.72M 0.09% +1,358 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,276 shares; 2025Q4: 4,677 shares 4,677 $2.72M 0.09% -599 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,071 shares 19,071 $2.71M 0.09% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,157 shares; 2025Q3: 57,368 shares; 2025Q4: 45,474 shares 45,474 $2.69M 0.09% -11,894 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,817 shares; 2025Q1: 8,795 shares; 2025Q2: 8,730 shares; 2025Q3: 9,759 shares; 2025Q4: 12,075 shares 12,075 $2.65M 0.09% +2,316 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: restricted; 2024Q4: 22,259 shares; 2025Q1: 20,843 shares; 2025Q2: 20,671 shares; 2025Q3: 19,103 shares; 2025Q4: 20,433 shares 20,433 $2.6M 0.08% +1,330 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,745 shares; 2025Q3: 6,740 shares; 2025Q4: 2,746 shares 2,746 $2.56M 0.08% -3,994 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: restricted; 2024Q4: 3,945 shares; 2025Q1: 16,368 shares; 2025Q2: 15,792 shares; 2025Q3: 21,535 shares; 2025Q4: 20,040 shares 20,040 $2.55M 0.08% -1,495 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: restricted; 2024Q4: 146,983 shares; 2025Q1: 150,953 shares; 2025Q2: 151,328 shares; 2025Q3: 147,965 shares; 2025Q4: 147,217 shares 147,217 $2.55M 0.08% -748 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: restricted; 2024Q4: 10,629 shares; 2025Q1: 10,671 shares; 2025Q2: 9,480 shares; 2025Q3: 8,578 shares; 2025Q4: 9,410 shares 9,410 $2.52M 0.08% +832 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,775 shares; 2025Q2: 17,890 shares; 2025Q3: 34,958 shares; 2025Q4: 71,073 shares 71,073 $2.51M 0.08% +36,115 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,521 shares; 2025Q1: 116,821 shares; 2025Q2: 119,669 shares; 2025Q3: 124,449 shares; 2025Q4: 131,523 shares 131,523 $2.49M 0.08% +7,074 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: restricted; 2024Q4: 36,766 shares; 2025Q1: 37,372 shares; 2025Q2: 38,435 shares; 2025Q3: 39,359 shares; 2025Q4: 42,554 shares 42,554 $2.49M 0.08% +3,195 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,064 shares 61,064 $2.45M 0.08% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,737 shares; 2025Q1: 163,498 shares; 2025Q2: 71,402 shares; 2025Q3: 70,994 shares; 2025Q4: 77,696 shares 77,696 $2.44M 0.08% +6,702 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483,595 shares; 2025Q1: 483,595 shares; 2025Q2: 483,595 shares; 2025Q3: 485,467 shares; 2025Q4: 485,467 shares 485,467 $2.44M 0.08% 0 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: restricted; 2024Q4: 150,845 shares; 2025Q1: 144,871 shares; 2025Q2: 146,807 shares; 2025Q3: 139,016 shares; 2025Q4: 145,711 shares 145,711 $2.4M 0.08% +6,695 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,384 shares; 2025Q1: 22,862 shares; 2025Q2: 21,416 shares; 2025Q3: 21,587 shares; 2025Q4: 21,588 shares 21,588 $2.4M 0.08% +1 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: restricted; 2024Q4: 8,317 shares; 2025Q1: 8,854 shares; 2025Q2: 9,054 shares; 2025Q3: 8,789 shares; 2025Q4: 8,621 shares 8,621 $2.39M 0.08% -168 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,496 shares; 2025Q1: 44,901 shares; 2025Q2: 44,514 shares; 2025Q3: 44,517 shares; 2025Q4: 44,756 shares 44,756 $2.39M 0.08% +239 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: restricted; 2024Q4: 3,864 shares; 2025Q1: 4,273 shares; 2025Q2: 5,199 shares; 2025Q3: 5,779 shares; 2025Q4: 6,351 shares 6,351 $2.34M 0.08% +572 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: restricted; 2024Q4: 350 shares; 2025Q1: 345 shares; 2025Q2: 421 shares; 2025Q3: 412 shares; 2025Q4: 436 shares 436 $2.34M 0.08% +24 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: restricted; 2024Q4: 3,523 shares; 2025Q1: 3,842 shares; 2025Q2: 3,970 shares; 2025Q3: 4,021 shares; 2025Q4: 4,978 shares 4,978 $2.32M 0.08% +957 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: restricted; 2024Q4: 98,263 shares; 2025Q1: 100,812 shares; 2025Q2: 100,330 shares; 2025Q3: 95,124 shares; 2025Q4: 92,331 shares 92,331 $2.31M 0.08% -2,793 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: restricted; 2024Q4: 23,066 shares; 2025Q1: 22,771 shares; 2025Q2: 22,702 shares; 2025Q3: 22,922 shares; 2025Q4: 24,153 shares 24,153 $2.26M 0.07% +1,231 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: restricted; 2024Q4: 23,414 shares; 2025Q1: 22,752 shares; 2025Q2: 23,229 shares; 2025Q3: 23,246 shares; 2025Q4: 23,131 shares 23,131 $2.23M 0.07% -115 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,257 shares; 2025Q1: 186,550 shares; 2025Q2: 200,551 shares; 2025Q3: 192,116 shares; 2025Q4: 259,155 shares 259,155 $2.23M 0.07% +67,039 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,247 shares; 2025Q1: 63,036 shares; 2025Q2: 87,791 shares; 2025Q3: 359,804 shares; 2025Q4: 467,466 shares 467,466 $2.21M 0.07% +107,662 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,658 shares; 2025Q1: 10,778 shares; 2025Q2: 8,968 shares; 2025Q3: 2,253 shares; 2025Q4: 15,884 shares 15,884 $2.17M 0.07% +13,631 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: restricted; 2024Q4: 6,673 shares; 2025Q1: 6,874 shares; 2025Q2: 20,508 shares; 2025Q3: 21,599 shares; 2025Q4: 21,929 shares 21,929 $2.14M 0.07% +330 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: restricted; 2024Q4: 6,013 shares; 2025Q1: 6,211 shares; 2025Q2: 7,762 shares; 2025Q3: 8,993 shares; 2025Q4: 13,524 shares 13,524 $2.13M 0.07% +4,531 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,107 shares; 2025Q1: 7,387 shares; 2025Q2: 7,392 shares; 2025Q3: 7,397 shares; 2025Q4: 7,335 shares 7,335 $2.13M 0.07% -62 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,101 shares; 2025Q1: 22,254 shares; 2025Q2: 21,958 shares; 2025Q3: 21,956 shares; 2025Q4: 23,827 shares 23,827 $2.1M 0.07% +1,871 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,645 shares; 2025Q1: 33,810 shares; 2025Q2: 36,045 shares; 2025Q3: 35,835 shares; 2025Q4: 19,035 shares 19,035 $2.08M 0.07% -16,800 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,434 shares; 2025Q3: 25,695 shares; 2025Q4: 77,989 shares 77,989 $2.07M 0.07% +52,294 Timeline SCHA 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: restricted; 2024Q4: 69,433 shares; 2025Q1: 70,816 shares; 2025Q2: 71,510 shares; 2025Q3: 71,399 shares; 2025Q4: 72,516 shares 72,516 $2.07M 0.07% +1,117 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,063 shares; 2025Q1: 8,103 shares; 2025Q2: 8,445 shares; 2025Q3: 7,548 shares; 2025Q4: 7,315 shares 7,315 $2.04M 0.07% -233 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: restricted; 2024Q4: 15,820 shares; 2025Q1: 16,340 shares; 2025Q2: 16,958 shares; 2025Q3: 16,733 shares; 2025Q4: 16,432 shares 16,432 $2.03M 0.07% -301 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: restricted; 2024Q4: 17,828 shares; 2025Q1: 17,761 shares; 2025Q2: 18,357 shares; 2025Q3: 17,502 shares; 2025Q4: 16,959 shares 16,959 $1.99M 0.07% -543 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,704 shares; 2025Q1: 5,976 shares; 2025Q2: 12,551 shares; 2025Q3: 21,425 shares; 2025Q4: 20,864 shares 20,864 $1.99M 0.06% -561 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,567 shares; 2025Q3: 13,096 shares; 2025Q4: 8,788 shares 8,788 $1.99M 0.06% -4,308 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: restricted; 2024Q4: 32,473 shares; 2025Q1: 27,645 shares; 2025Q2: 28,440 shares; 2025Q3: 26,845 shares; 2025Q4: 29,360 shares 29,360 $1.97M 0.06% +2,515 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 80,971 shares; 2025Q2: 96,179 shares; 2025Q3: 100,836 shares; 2025Q4: 51,162 shares 51,162 $1.97M 0.06% -49,674 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,998 shares; 2025Q1: 3,106 shares; 2025Q2: 2,711 shares; 2025Q3: 2,697 shares; 2025Q4: 2,598 shares 2,598 $1.96M 0.06% -99 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: restricted; 2024Q4: 209,888 shares; 2025Q1: 52,510 shares; 2025Q2: 35,665 shares; 2025Q3: 34,605 shares; 2025Q4: 32,492 shares 32,492 $1.96M 0.06% -2,113 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: restricted; 2024Q4: 60,939 shares; 2025Q1: 61,665 shares; 2025Q2: 61,672 shares; 2025Q3: 61,635 shares; 2025Q4: 64,842 shares 64,842 $1.95M 0.06% +3,207 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,612 shares; 2025Q3: 20,891 shares; 2025Q4: 69,784 shares 69,784 $1.93M 0.06% +48,893 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,150 shares; 2025Q1: 3,046 shares; 2025Q2: 3,165 shares; 2025Q3: 27,521 shares; 2025Q4: 27,522 shares 27,522 $1.92M 0.06% +1 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,719 shares; 2025Q3: 39,780 shares; 2025Q4: 26,323 shares 26,323 $1.91M 0.06% -13,457 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: restricted; 2024Q4: 7,798 shares; 2025Q1: 10,044 shares; 2025Q2: 8,955 shares; 2025Q3: 9,293 shares; 2025Q4: 19,129 shares 19,129 $1.91M 0.06% +9,836 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: restricted; 2024Q4: 3,382 shares; 2025Q1: 4,782 shares; 2025Q2: 6,068 shares; 2025Q3: 6,416 shares; 2025Q4: 7,739 shares 7,739 $1.88M 0.06% +1,323 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: restricted; 2024Q4: 16,314 shares; 2025Q1: 2,777 shares; 2025Q2: 3,293 shares; 2025Q3: 2,614 shares; 2025Q4: 11,570 shares 11,570 $1.87M 0.06% +8,956 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: restricted; 2024Q4: 18,953 shares; 2025Q1: 19,986 shares; 2025Q2: 21,462 shares; 2025Q3: 21,110 shares; 2025Q4: 21,459 shares 21,459 $1.87M 0.06% +349 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,622 shares; 2025Q1: 121,622 shares; 2025Q2: 121,622 shares; 2025Q3: 121,622 shares; 2025Q4: 121,622 shares 121,622 $1.81M 0.06% 0 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: restricted; 2024Q4: 6,199 shares; 2025Q1: 6,127 shares; 2025Q2: 6,685 shares; 2025Q3: 6,708 shares; 2025Q4: 9,667 shares 9,667 $1.79M 0.06% +2,959 Timeline DJD 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: restricted; 2024Q4: 31,249 shares; 2025Q1: 31,249 shares; 2025Q2: 31,249 shares; 2025Q3: 31,249 shares; 2025Q4: 31,249 shares 31,249 $1.79M 0.06% 0 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: restricted; 2024Q4: 9,825 shares; 2025Q1: 10,203 shares; 2025Q2: not reported; 2025Q3: 7,126 shares; 2025Q4: 10,994 shares 10,994 $1.77M 0.06% +3,868 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: restricted; 2024Q4: 21,003 shares; 2025Q1: 21,002 shares; 2025Q2: 20,967 shares; 2025Q3: 20,217 shares; 2025Q4: 41,386 shares 41,386 $1.77M 0.06% +21,169 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,532 shares; 2025Q1: 127,532 shares; 2025Q2: 127,532 shares; 2025Q3: 127,532 shares; 2025Q4: 127,532 shares 127,532 $1.77M 0.06% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,820 shares 22,820 $1.74M 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: restricted; 2024Q4: 10,712 shares; 2025Q1: 11,063 shares; 2025Q2: 9,238 shares; 2025Q3: 9,740 shares; 2025Q4: 10,032 shares 10,032 $1.74M 0.06% +292 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,785 shares; 2025Q3: 56,168 shares; 2025Q4: 61,355 shares 61,355 $1.73M 0.06% +5,187 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: restricted; 2024Q4: 11,684 shares; 2025Q1: 5,331 shares; 2025Q2: 5,808 shares; 2025Q3: 5,009 shares; 2025Q4: 4,813 shares 4,813 $1.68M 0.06% -196 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: restricted; 2024Q4: 46,984 shares; 2025Q1: 53,707 shares; 2025Q2: 49,002 shares; 2025Q3: 47,877 shares; 2025Q4: 41,499 shares 41,499 $1.67M 0.05% -6,378 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: restricted; 2024Q4: 4,116 shares; 2025Q1: 4,087 shares; 2025Q2: 4,307 shares; 2025Q3: 4,307 shares; 2025Q4: 4,188 shares 4,188 $1.66M 0.05% -119 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,523 shares; 2025Q1: 132,547 shares; 2025Q2: 135,599 shares; 2025Q3: 136,028 shares; 2025Q4: 139,778 shares 139,778 $1.64M 0.05% +3,750 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: restricted; 2024Q4: 11,521 shares; 2025Q1: 11,882 shares; 2025Q2: 12,054 shares; 2025Q3: 12,026 shares; 2025Q4: 10,692 shares 10,692 $1.61M 0.05% -1,334 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: restricted; 2024Q4: 15,496 shares; 2025Q1: 17,149 shares; 2025Q2: 17,325 shares; 2025Q3: 16,794 shares; 2025Q4: 16,493 shares 16,493 $1.61M 0.05% -301 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: restricted; 2024Q4: 9,135 shares; 2025Q1: 9,036 shares; 2025Q2: 9,171 shares; 2025Q3: 9,358 shares; 2025Q4: 9,258 shares 9,258 $1.61M 0.05% -100 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: restricted; 2024Q4: 11,689 shares; 2025Q1: 11,753 shares; 2025Q2: 11,654 shares; 2025Q3: 11,655 shares; 2025Q4: 11,656 shares 11,656 $1.6M 0.05% +1 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: restricted; 2024Q4: 13,022 shares; 2025Q1: 13,695 shares; 2025Q2: 13,317 shares; 2025Q3: 12,802 shares; 2025Q4: 10,700 shares 10,700 $1.59M 0.05% -2,102 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,022 shares; 2025Q3: 15,697 shares; 2025Q4: 16,776 shares 16,776 $1.59M 0.05% +1,079 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,954 shares; 2025Q1: 130,301 shares; 2025Q2: 130,301 shares; 2025Q3: 123,373 shares; 2025Q4: 123,373 shares 123,373 $1.57M 0.05% 0 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: restricted; 2024Q4: 11,363 shares; 2025Q1: 11,625 shares; 2025Q2: 13,489 shares; 2025Q3: 14,748 shares; 2025Q4: 22,516 shares 22,516 $1.56M 0.05% +7,768 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,513 shares; 2025Q1: 4,303 shares; 2025Q2: 6,126 shares; 2025Q3: 7,521 shares; 2025Q4: 15,102 shares 15,102 $1.51M 0.05% +7,581 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: restricted; 2024Q4: 20,721 shares; 2025Q1: 19,331 shares; 2025Q2: 3,501 shares; 2025Q3: 3,540 shares; 2025Q4: 4,930 shares 4,930 $1.5M 0.05% +1,390 Timeline FVD 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: restricted; 2024Q4: 34,798 shares; 2025Q1: 33,024 shares; 2025Q2: 33,320 shares; 2025Q3: 32,376 shares; 2025Q4: 32,472 shares 32,472 $1.5M 0.05% +96 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $1.48M 0.05% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,821 shares; 2025Q1: 10,530 shares; 2025Q2: 10,551 shares; 2025Q3: 7,981 shares; 2025Q4: 8,034 shares 8,034 $1.46M 0.05% +53 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: restricted; 2024Q4: 1,638 shares; 2025Q1: 1,525 shares; 2025Q2: 5,423 shares; 2025Q3: 9,745 shares; 2025Q4: 8,934 shares 8,934 $1.45M 0.05% -811 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,424 shares; 2025Q4: 49,981 shares 49,981 $1.44M 0.05% +31,557 Timeline KLIP KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 45,256 shares; 2025Q2: 45,394 shares; 2025Q3: 47,821 shares; 2025Q4: 47,901 shares 47,901 $1.44M 0.05% +80 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,359 shares; 2025Q1: 28,097 shares; 2025Q2: 27,521 shares; 2025Q3: 26,546 shares; 2025Q4: 26,120 shares 26,120 $1.41M 0.05% -426 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,183 shares; 2025Q1: 4,879 shares; 2025Q2: 4,718 shares; 2025Q3: 4,478 shares; 2025Q4: 4,552 shares 4,552 $1.41M 0.05% +74 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,751 shares; 2025Q1: 124,765 shares; 2025Q2: 124,809 shares; 2025Q3: 124,855 shares; 2025Q4: 124,918 shares 124,918 $1.38M 0.05% +63 Timeline IWX 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: restricted; 2024Q4: 14,886 shares; 2025Q1: 14,913 shares; 2025Q2: 14,949 shares; 2025Q3: 14,983 shares; 2025Q4: 15,017 shares 15,017 $1.38M 0.05% +34 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: restricted; 2024Q4: 5,977 shares; 2025Q1: 6,074 shares; 2025Q2: 6,037 shares; 2025Q3: 6,026 shares; 2025Q4: 6,166 shares 6,166 $1.38M 0.04% +140 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: restricted; 2024Q4: 52,386 shares; 2025Q1: 54,041 shares; 2025Q2: 52,946 shares; 2025Q3: 43,599 shares; 2025Q4: 37,768 shares 37,768 $1.37M 0.04% -5,831 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,689 shares; 2025Q1: 11,088 shares; 2025Q2: 11,198 shares; 2025Q3: 11,791 shares; 2025Q4: 19,688 shares 19,688 $1.37M 0.04% +7,897 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,936 shares; 2025Q1: 10,914 shares; 2025Q2: 10,914 shares; 2025Q3: 10,550 shares; 2025Q4: 9,803 shares 9,803 $1.35M 0.04% -747 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,037 shares; 2025Q1: 36,058 shares; 2025Q2: 36,079 shares; 2025Q3: 36,104 shares; 2025Q4: 36,127 shares 36,127 $1.35M 0.04% +23 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,962 shares 81,962 $1.34M 0.04% new 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: restricted; 2024Q4: 91,102 shares; 2025Q1: 106,681 shares; 2025Q2: 102,597 shares; 2025Q3: 100,752 shares; 2025Q4: 101,453 shares 101,453 $1.34M 0.04% +701 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,179 shares; 2025Q4: 25,494 shares 25,494 $1.29M 0.04% +19,315 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,719 shares; 2025Q1: 11,713 shares; 2025Q2: 11,713 shares; 2025Q3: 11,713 shares; 2025Q4: 11,713 shares 11,713 $1.27M 0.04% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 261,056 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,234 shares 21,234 $1.26M 0.04% new 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: restricted; 2024Q4: 22,570 shares; 2025Q1: 21,006 shares; 2025Q2: 23,758 shares; 2025Q3: 24,398 shares; 2025Q4: 25,278 shares 25,278 $1.26M 0.04% +880 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: restricted; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,331 shares; 2025Q3: 2,322 shares; 2025Q4: 5,752 shares 5,752 $1.25M 0.04% +3,430 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: restricted; 2024Q4: 19,345 shares; 2025Q1: 20,962 shares; 2025Q2: 20,564 shares; 2025Q3: 16,863 shares; 2025Q4: 16,913 shares 16,913 $1.24M 0.04% +50 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,730 shares; 2025Q1: 1,724 shares; 2025Q2: 1,723 shares; 2025Q3: 1,744 shares; 2025Q4: 5,384 shares 5,384 $1.23M 0.04% +3,640 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,324 shares; 2025Q1: 50,324 shares; 2025Q2: 50,324 shares; 2025Q3: 50,324 shares; 2025Q4: 50,808 shares 50,808 $1.22M 0.04% +484 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,058 shares; 2025Q1: 5,589 shares; 2025Q2: 6,110 shares; 2025Q3: 6,029 shares; 2025Q4: 5,748 shares 5,748 $1.22M 0.04% -281 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: restricted; 2024Q4: 23,031 shares; 2025Q1: 32,286 shares; 2025Q2: 24,929 shares; 2025Q3: 24,956 shares; 2025Q4: 27,866 shares 27,866 $1.21M 0.04% +2,910 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,876 shares; 2025Q1: 29,876 shares; 2025Q2: 29,876 shares; 2025Q3: 29,876 shares; 2025Q4: 104,176 shares 104,176 $1.21M 0.04% +74,300 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: restricted; 2024Q4: 9,008 shares; 2025Q1: 5,169 shares; 2025Q2: 5,086 shares; 2025Q3: 5,304 shares; 2025Q4: 5,280 shares 5,280 $1.21M 0.04% -24 Timeline IBDX 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: restricted; 2024Q4: 82,977 shares; 2025Q1: 82,338 shares; 2025Q2: 56,824 shares; 2025Q3: 56,824 shares; 2025Q4: 47,182 shares 47,182 $1.2M 0.04% -9,642 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,088 shares 180,088 $1.2M 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,190 shares; 2025Q1: 3,960 shares; 2025Q2: 4,309 shares; 2025Q3: 4,309 shares; 2025Q4: 4,162 shares 4,162 $1.2M 0.04% -147 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: restricted; 2024Q4: 23,516 shares; 2025Q1: 21,958 shares; 2025Q2: 22,072 shares; 2025Q3: 22,918 shares; 2025Q4: 22,943 shares 22,943 $1.19M 0.04% +25 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,988 shares; 2025Q1: 7,769 shares; 2025Q2: 7,512 shares; 2025Q3: 7,235 shares; 2025Q4: 6,978 shares 6,978 $1.17M 0.04% -257 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: restricted; 2024Q4: 45,432 shares; 2025Q1: 44,893 shares; 2025Q2: 45,480 shares; 2025Q3: 45,897 shares; 2025Q4: 46,443 shares 46,443 $1.16M 0.04% +546 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,488 shares; 2025Q3: 15,562 shares; 2025Q4: 51,310 shares 51,310 $1.16M 0.04% +35,748 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: restricted; 2024Q4: 11,807 shares; 2025Q1: 11,788 shares; 2025Q2: 12,514 shares; 2025Q3: 12,483 shares; 2025Q4: 12,474 shares 12,474 $1.15M 0.04% -9 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: restricted; 2024Q4: 10,944 shares; 2025Q1: 10,845 shares; 2025Q2: 10,931 shares; 2025Q3: 10,916 shares; 2025Q4: 10,856 shares 10,856 $1.14M 0.04% -60 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: restricted; 2024Q4: 49,658 shares; 2025Q1: 48,316 shares; 2025Q2: 48,150 shares; 2025Q3: 47,863 shares; 2025Q4: 38,036 shares 38,036 $1.14M 0.04% -9,827 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: restricted; 2024Q4: 169,770 shares; 2025Q1: 169,374 shares; 2025Q2: 11,380 shares; 2025Q3: 11,073 shares; 2025Q4: 10,660 shares 10,660 $1.14M 0.04% -413 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: restricted; 2024Q4: 11,007 shares; 2025Q1: 14,791 shares; 2025Q2: 13,068 shares; 2025Q3: 12,593 shares; 2025Q4: 12,616 shares 12,616 $1.12M 0.04% +23 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: restricted; 2024Q4: 34,684 shares; 2025Q1: 4,201 shares; 2025Q2: 4,202 shares; 2025Q3: 4,082 shares; 2025Q4: 4,088 shares 4,088 $1.12M 0.04% +6 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,392 shares; 2025Q1: 10,623 shares; 2025Q2: 10,648 shares; 2025Q3: 10,093 shares; 2025Q4: 17,508 shares 17,508 $1.12M 0.04% +7,415 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: restricted; 2024Q4: 881 shares; 2025Q1: 921 shares; 2025Q2: 1,313 shares; 2025Q3: 1,342 shares; 2025Q4: 1,267 shares 1,267 $1.11M 0.04% -75 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 15,359 shares 15,359 $1.1M 0.04% +5,959 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: restricted; 2024Q4: 5,784 shares; 2025Q1: 5,770 shares; 2025Q2: 7,672 shares; 2025Q3: 18,094 shares; 2025Q4: 20,617 shares 20,617 $1.1M 0.04% +2,523 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,002 shares; 2025Q1: 2,012 shares; 2025Q2: 2,126 shares; 2025Q3: 3,536 shares; 2025Q4: 3,040 shares 3,040 $1.1M 0.04% -496 Timeline EWW 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: restricted; 2024Q4: 16,406 shares; 2025Q1: 16,204 shares; 2025Q2: 16,169 shares; 2025Q3: 15,720 shares; 2025Q4: 15,720 shares 15,720 $1.09M 0.04% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,674 shares; 2025Q1: 36,990 shares; 2025Q2: 37,174 shares; 2025Q3: 33,421 shares; 2025Q4: 30,945 shares 30,945 $1.07M 0.04% -2,476 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: restricted; 2024Q4: 8,456 shares; 2025Q1: 8,407 shares; 2025Q2: 12,782 shares; 2025Q3: 12,843 shares; 2025Q4: 13,149 shares 13,149 $1.06M 0.03% +306 Timeline XRT 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: restricted; 2024Q4: 89,454 shares; 2025Q1: 12,901 shares; 2025Q2: 12,797 shares; 2025Q3: 12,319 shares; 2025Q4: 12,303 shares 12,303 $1.05M 0.03% -16 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,197 shares; 2025Q1: 12,687 shares; 2025Q2: 12,687 shares; 2025Q3: 13,237 shares; 2025Q4: 13,177 shares 13,177 $1.05M 0.03% -60 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,188 shares; 2025Q1: 22,170 shares; 2025Q2: 25,349 shares; 2025Q3: 25,349 shares; 2025Q4: 30,349 shares 30,349 $1.04M 0.03% +5,000 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: restricted; 2024Q4: 4,898 shares; 2025Q1: 5,167 shares; 2025Q2: 5,824 shares; 2025Q3: 5,878 shares; 2025Q4: 6,728 shares 6,728 $1.04M 0.03% +850 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: restricted; 2024Q4: 489 shares; 2025Q1: 462 shares; 2025Q2: 11,085 shares; 2025Q3: 13,283 shares; 2025Q4: 11,153 shares 11,153 $1.02M 0.03% -2,130 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,485 shares; 2025Q1: 6,831 shares; 2025Q2: 6,883 shares; 2025Q3: 6,945 shares; 2025Q4: 6,998 shares 6,998 $1M 0.03% +53 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: restricted; 2024Q4: 1,988 shares; 2025Q1: 1,956 shares; 2025Q2: 1,987 shares; 2025Q3: 2,011 shares; 2025Q4: 1,758 shares 1,758 $1M 0.03% -253 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,006 shares; 2025Q2: 12,006 shares; 2025Q3: 12,006 shares; 2025Q4: 12,006 shares 12,006 $1M 0.03% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,228 shares; 2025Q1: 37,341 shares; 2025Q2: 32,372 shares; 2025Q3: 12,587 shares; 2025Q4: 12,380 shares 12,380 $991K 0.03% -207 Timeline ONEY 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: restricted; 2024Q4: 8,565 shares; 2025Q1: 8,696 shares; 2025Q2: 8,696 shares; 2025Q3: 8,696 shares; 2025Q4: 8,696 shares 8,696 $988K 0.03% 0 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: restricted; 2024Q4: 12,616 shares; 2025Q1: 11,586 shares; 2025Q2: 11,627 shares; 2025Q3: 11,869 shares; 2025Q4: 11,725 shares 11,725 $982K 0.03% -144 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,882 shares 3,882 $982K 0.03% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,695 shares 11,695 $970K 0.03% new Timeline IMTM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,168 shares; 2025Q3: 17,135 shares; 2025Q4: 19,335 shares 19,335 $966K 0.03% +2,200 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,363 shares; 2025Q1: 13,624 shares; 2025Q2: 36,705 shares; 2025Q3: 36,918 shares; 2025Q4: 32,643 shares 32,643 $948K 0.03% -4,275 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,068 shares; 2025Q1: 2,679 shares; 2025Q2: 3,430 shares; 2025Q3: 2,718 shares; 2025Q4: 5,356 shares 5,356 $940K 0.03% +2,638 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,737 shares; 2025Q4: 29,133 shares 29,133 $930K 0.03% +18,396 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: restricted; 2024Q4: 1,326 shares; 2025Q1: 1,044 shares; 2025Q2: 1,522 shares; 2025Q3: 1,034 shares; 2025Q4: 2,842 shares 2,842 $921K 0.03% +1,808 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: restricted; 2024Q4: 1,603 shares; 2025Q1: 1,612 shares; 2025Q2: 3,420 shares; 2025Q3: 4,343 shares; 2025Q4: 3,380 shares 3,380 $917K 0.03% -963 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,528 shares; 2025Q2: 33,116 shares; 2025Q3: 33,126 shares; 2025Q4: 27,560 shares 27,560 $916K 0.03% -5,566 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,461 shares 3,461 $909K 0.03% new Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,715 shares; 2025Q1: 39,601 shares; 2025Q2: 46,601 shares; 2025Q3: 46,601 shares; 2025Q4: 61,501 shares 61,501 $908K 0.03% +14,900 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,747 shares; 2025Q1: 24,077 shares; 2025Q2: 24,077 shares; 2025Q3: 24,077 shares; 2025Q4: 35,128 shares 35,128 $899K 0.03% +11,051 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: restricted; 2024Q4: 10,184 shares; 2025Q1: 10,185 shares; 2025Q2: 9,081 shares; 2025Q3: 9,252 shares; 2025Q4: 9,252 shares 9,252 $896K 0.03% 0 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: restricted; 2024Q4: 34,711 shares; 2025Q1: 35,348 shares; 2025Q2: 37,807 shares; 2025Q3: 36,627 shares; 2025Q4: 32,371 shares 32,371 $871K 0.03% -4,256 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: restricted; 2024Q4: 43,041 shares; 2025Q1: 43,155 shares; 2025Q2: 2,803 shares; 2025Q3: 2,749 shares; 2025Q4: 2,686 shares 2,686 $868K 0.03% -63 Timeline IJJ 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: restricted; 2024Q4: 7,484 shares; 2025Q1: 7,588 shares; 2025Q2: 7,492 shares; 2025Q3: 6,572 shares; 2025Q4: 6,580 shares 6,580 $866K 0.03% +8 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: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,554 shares; 2025Q2: 5,848 shares; 2025Q3: 7,160 shares; 2025Q4: 6,214 shares 6,214 $865K 0.03% -946 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: restricted; 2024Q4: 11,698 shares; 2025Q1: 8,912 shares; 2025Q2: 9,004 shares; 2025Q3: 9,404 shares; 2025Q4: 8,811 shares 8,811 $848K 0.03% -593 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: restricted; 2024Q4: 13,625 shares; 2025Q1: 13,625 shares; 2025Q2: 13,625 shares; 2025Q3: 13,625 shares; 2025Q4: 13,625 shares 13,625 $847K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,181 shares; 2025Q3: 6,597 shares; 2025Q4: 17,480 shares 17,480 $845K 0.03% +10,883 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: restricted; 2024Q4: 1,770 shares; 2025Q1: 1,972 shares; 2025Q2: 1,780 shares; 2025Q3: 1,772 shares; 2025Q4: 2,389 shares 2,389 $844K 0.03% +617 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: restricted; 2024Q4: 5,722 shares; 2025Q1: 6,494 shares; 2025Q2: 6,847 shares; 2025Q3: 6,742 shares; 2025Q4: 7,011 shares 7,011 $842K 0.03% +269 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: restricted; 2024Q4: 1,029 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 1,014 shares 1,014 $832K 0.03% +90 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,820 shares; 2025Q1: 33,067 shares; 2025Q2: 33,636 shares; 2025Q3: 33,978 shares; 2025Q4: 10,034 shares 10,034 $830K 0.03% -23,944 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,232 shares; 2025Q1: 55,232 shares; 2025Q2: 55,232 shares; 2025Q3: 45,232 shares; 2025Q4: 45,232 shares 45,232 $811K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,834 shares; 2025Q1: 6,242 shares; 2025Q2: 5,803 shares; 2025Q3: 5,972 shares; 2025Q4: 5,213 shares 5,213 $809K 0.03% -759 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: restricted; 2024Q4: 14,435 shares; 2025Q1: 13,466 shares; 2025Q2: 13,257 shares; 2025Q3: 12,921 shares; 2025Q4: 12,923 shares 12,923 $807K 0.03% +2 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: restricted; 2024Q4: 3,687 shares; 2025Q1: 61,499 shares; 2025Q2: 80,609 shares; 2025Q3: 4,732 shares; 2025Q4: 15,596 shares 15,596 $794K 0.03% +10,864 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: restricted; 2024Q4: 6,886 shares; 2025Q1: 6,381 shares; 2025Q2: 6,157 shares; 2025Q3: 6,346 shares; 2025Q4: 6,422 shares 6,422 $788K 0.03% +76 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: restricted; 2024Q4: 1,569 shares; 2025Q1: 2,151 shares; 2025Q2: 1,388 shares; 2025Q3: 1,424 shares; 2025Q4: 1,400 shares 1,400 $788K 0.03% -24 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,971 shares 16,971 $781K 0.03% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,818 shares 9,818 $779K 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 1,877 shares; 2025Q4: 3,788 shares 3,788 $774K 0.03% +1,911 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,568 shares; 2025Q1: 12,581 shares; 2025Q2: 7,484 shares; 2025Q3: 7,445 shares; 2025Q4: 7,451 shares 7,451 $773K 0.03% +6 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: restricted; 2024Q4: 15,219 shares; 2025Q1: 15,319 shares; 2025Q2: 14,472 shares; 2025Q3: 14,212 shares; 2025Q4: 12,104 shares 12,104 $771K 0.03% -2,108 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,768 shares; 2025Q1: 30,804 shares; 2025Q2: 30,847 shares; 2025Q3: 30,885 shares; 2025Q4: 30,928 shares 30,928 $765K 0.02% +43 Timeline XOP 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: restricted; 2024Q4: 7,220 shares; 2025Q1: 6,987 shares; 2025Q2: 13,500 shares; 2025Q3: 6,803 shares; 2025Q4: 6,021 shares 6,021 $760K 0.02% -782 Timeline JLS NUVEEN MORTGAGE AND INCOME F More: the full row for NUVEEN MORTGAGE AND INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,657 shares; 2025Q1: 41,664 shares; 2025Q2: 41,686 shares; 2025Q3: 41,709 shares; 2025Q4: 41,740 shares 41,740 $759K 0.02% +31 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,888 shares; 2025Q1: 54,325 shares; 2025Q2: 52,681 shares; 2025Q3: 52,681 shares; 2025Q4: 49,679 shares 49,679 $754K 0.02% -3,002 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,167 shares; 2025Q1: 10,013 shares; 2025Q2: 10,016 shares; 2025Q3: 10,025 shares; 2025Q4: 9,503 shares 9,503 $754K 0.02% -522 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,570 shares; 2025Q3: 12,267 shares; 2025Q4: 12,346 shares 12,346 $749K 0.02% +79 Timeline CATH 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: restricted; 2024Q4: 9,869 shares; 2025Q1: 9,885 shares; 2025Q2: 9,885 shares; 2025Q3: 9,664 shares; 2025Q4: 9,109 shares 9,109 $749K 0.02% -555 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: restricted; 2024Q4: 9,531 shares; 2025Q1: 9,533 shares; 2025Q2: 9,536 shares; 2025Q3: 9,538 shares; 2025Q4: 9,595 shares 9,595 $744K 0.02% +57 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,531 shares; 2025Q2: 4,623 shares; 2025Q3: 4,725 shares; 2025Q4: 4,666 shares 4,666 $743K 0.02% -59 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: restricted; 2024Q4: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,264 shares; 2025Q3: 4,264 shares; 2025Q4: 4,279 shares 4,279 $743K 0.02% +15 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: restricted; 2024Q4: 2,517 shares; 2025Q1: 3,423 shares; 2025Q2: 2,451 shares; 2025Q3: 2,574 shares; 2025Q4: 2,428 shares 2,428 $726K 0.02% -146 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: restricted; 2024Q4: 10,826 shares; 2025Q1: 11,072 shares; 2025Q2: 10,404 shares; 2025Q3: 10,315 shares; 2025Q4: 10,444 shares 10,444 $717K 0.02% +129 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,047 shares; 2025Q1: 70,065 shares; 2025Q2: 70,095 shares; 2025Q3: 70,127 shares; 2025Q4: 70,170 shares 70,170 $715K 0.02% +43 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: restricted; 2024Q4: 13,173 shares; 2025Q1: 19,545 shares; 2025Q2: 19,701 shares; 2025Q3: 17,002 shares; 2025Q4: 15,139 shares 15,139 $712K 0.02% -1,863 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: restricted; 2024Q4: 11,998 shares; 2025Q1: 12,009 shares; 2025Q2: 12,146 shares; 2025Q3: 11,847 shares; 2025Q4: 12,071 shares 12,071 $707K 0.02% +224 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,110 shares; 2025Q2: 4,019 shares; 2025Q3: 4,519 shares; 2025Q4: 4,198 shares 4,198 $704K 0.02% -321 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: restricted; 2024Q4: 727 shares; 2025Q1: 728 shares; 2025Q2: 722 shares; 2025Q3: 714 shares; 2025Q4: 1,988 shares 1,988 $702K 0.02% +1,274 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: 1,337 shares; 2025Q2: 1,376 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares 1,162 $701K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,655 shares; 2025Q1: 1,592 shares; 2025Q2: 1,597 shares; 2025Q3: 1,422 shares; 2025Q4: 1,362 shares 1,362 $695K 0.02% -60 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,817 shares; 2025Q1: 2,849 shares; 2025Q2: 2,831 shares; 2025Q3: 3,242 shares; 2025Q4: 2,858 shares 2,858 $695K 0.02% -384 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: restricted; 2024Q4: 4,220 shares; 2025Q1: 4,423 shares; 2025Q2: 8,015 shares; 2025Q3: 6,719 shares; 2025Q4: 6,158 shares 6,158 $679K 0.02% -561 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares; 2025Q2: 4,886 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $678K 0.02% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,270 shares; 2025Q1: 129,099 shares; 2025Q2: 25,569 shares; 2025Q3: 25,573 shares; 2025Q4: 25,515 shares 25,515 $670K 0.02% -58 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,629 shares; 2025Q1: 58,377 shares; 2025Q2: 58,421 shares; 2025Q3: 58,467 shares; 2025Q4: 53,192 shares 53,192 $669K 0.02% -5,275 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: restricted; 2024Q4: not reported; 2025Q1: 3,694 shares; 2025Q2: 3,520 shares; 2025Q3: not reported; 2025Q4: 9,968 shares 9,968 $653K 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: restricted; 2024Q4: 1,758 shares; 2025Q1: 2,012 shares; 2025Q2: 2,036 shares; 2025Q3: 1,890 shares; 2025Q4: 1,929 shares 1,929 $650K 0.02% +39 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,313 shares; 2025Q1: 70,549 shares; 2025Q2: 70,493 shares; 2025Q3: 74,068 shares; 2025Q4: 73,096 shares 73,096 $640K 0.02% -972 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $633K 0.02% 0 Timeline VXF 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: restricted; 2024Q4: 3,173 shares; 2025Q1: 3,174 shares; 2025Q2: 3,124 shares; 2025Q3: 3,124 shares; 2025Q4: 3,008 shares 3,008 $629K 0.02% -116 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: restricted; 2024Q4: 2,262 shares; 2025Q1: 2,509 shares; 2025Q2: 2,505 shares; 2025Q3: 2,503 shares; 2025Q4: 2,523 shares 2,523 $623K 0.02% +20 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 7,650 shares; 2025Q4: 7,100 shares 7,100 $619K 0.02% -550 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: restricted; 2024Q4: 9,370 shares; 2025Q1: 9,220 shares; 2025Q2: 10,337 shares; 2025Q3: 10,339 shares; 2025Q4: 11,569 shares 11,569 $617K 0.02% +1,230 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: restricted; 2024Q4: 4,323 shares; 2025Q1: 4,127 shares; 2025Q2: 3,996 shares; 2025Q3: 4,017 shares; 2025Q4: 4,077 shares 4,077 $617K 0.02% +60 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,583 shares; 2025Q1: 26,034 shares; 2025Q2: 26,106 shares; 2025Q3: 26,279 shares; 2025Q4: 23,611 shares 23,611 $615K 0.02% -2,668 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: restricted; 2024Q4: 1,642 shares; 2025Q1: 1,590 shares; 2025Q2: 1,562 shares; 2025Q3: 1,581 shares; 2025Q4: 1,602 shares 1,602 $614K 0.02% +21 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,103 shares; 2025Q1: 9,969 shares; 2025Q2: 9,677 shares; 2025Q3: 5,961 shares; 2025Q4: 5,961 shares 5,961 $611K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,351 shares 9,351 $608K 0.02% new 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: restricted; 2024Q4: 34,125 shares; 2025Q1: 38,438 shares; 2025Q2: 38,550 shares; 2025Q3: 10,823 shares; 2025Q4: 10,599 shares 10,599 $607K 0.02% -224 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares 1,527 $597K 0.02% new 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: restricted; 2024Q4: 20,381 shares; 2025Q1: 18,131 shares; 2025Q2: 18,162 shares; 2025Q3: 15,078 shares; 2025Q4: 15,078 shares 15,078 $594K 0.02% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,817 shares; 2025Q1: 5,721 shares; 2025Q2: 5,696 shares; 2025Q3: 5,677 shares; 2025Q4: 5,676 shares 5,676 $588K 0.02% -1 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: restricted; 2024Q4: 2,241 shares; 2025Q1: 2,190 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,083 shares 2,083 $587K 0.02% +18 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,865 shares; 2025Q2: 1,815 shares; 2025Q3: 1,704 shares; 2025Q4: 1,704 shares 1,704 $584K 0.02% 0 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: restricted; 2024Q4: 7,171 shares; 2025Q1: 7,501 shares; 2025Q2: 7,501 shares; 2025Q3: 7,288 shares; 2025Q4: 7,378 shares 7,378 $582K 0.02% +90 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,742 shares; 2025Q1: 4,742 shares; 2025Q2: 4,786 shares; 2025Q3: 4,721 shares; 2025Q4: 4,721 shares 4,721 $575K 0.02% 0 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: restricted; 2024Q4: 504 shares; 2025Q1: 469 shares; 2025Q2: 446 shares; 2025Q3: 1,089 shares; 2025Q4: 1,099 shares 1,099 $574K 0.02% +10 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 857 shares; 2025Q4: 2,946 shares 2,946 $573K 0.02% +2,089 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: restricted; 2024Q4: 3,802 shares; 2025Q1: not reported; 2025Q2: 3,931 shares; 2025Q3: 4,067 shares; 2025Q4: 9,854 shares 9,854 $571K 0.02% +5,787 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: restricted; 2024Q4: 11,100 shares; 2025Q1: 15,096 shares; 2025Q2: 14,519 shares; 2025Q3: 14,520 shares; 2025Q4: 15,537 shares 15,537 $569K 0.02% +1,017 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: restricted; 2024Q4: 2,043 shares; 2025Q1: 2,026 shares; 2025Q2: 2,011 shares; 2025Q3: 1,711 shares; 2025Q4: 1,678 shares 1,678 $567K 0.02% -33 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: restricted; 2024Q4: 14,917 shares; 2025Q1: 13,336 shares; 2025Q2: 6,566 shares; 2025Q3: 6,054 shares; 2025Q4: 12,657 shares 12,657 $566K 0.02% +6,603 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,099 shares; 2025Q1: 2,619 shares; 2025Q2: 2,677 shares; 2025Q3: 2,686 shares; 2025Q4: 2,696 shares 2,696 $563K 0.02% +10 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,484 shares; 2025Q1: 1,674 shares; 2025Q2: 1,849 shares; 2025Q3: 2,014 shares; 2025Q4: 4,679 shares 4,679 $559K 0.02% +2,665 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: restricted; 2024Q4: 5,735 shares; 2025Q1: 5,741 shares; 2025Q2: 5,494 shares; 2025Q3: 5,498 shares; 2025Q4: 5,606 shares 5,606 $557K 0.02% +108 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: restricted; 2024Q4: 6,260 shares; 2025Q1: 6,237 shares; 2025Q2: 6,225 shares; 2025Q3: 6,228 shares; 2025Q4: 6,285 shares 6,285 $554K 0.02% +57 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares 4,290 $554K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,798 shares; 2025Q1: 4,995 shares; 2025Q2: 4,823 shares; 2025Q3: 3,827 shares; 2025Q4: 3,945 shares 3,945 $553K 0.02% +118 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: restricted; 2024Q4: 1,866 shares; 2025Q1: 1,868 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 2,928 shares 2,928 $551K 0.02% +1,048 Timeline FXL 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: restricted; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $547K 0.02% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,574 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,574 shares; 2025Q4: 4,574 shares 4,574 $543K 0.02% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,688 shares; 2025Q3: 20,846 shares; 2025Q4: 21,088 shares 21,088 $537K 0.02% +242 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,850 shares 7,850 $537K 0.02% new Timeline SBFG SB FINL GROUP INC More: the full row for SB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,693 shares; 2025Q1: 23,746 shares; 2025Q2: 23,805 shares; 2025Q3: 23,857 shares; 2025Q4: 23,912 shares 23,912 $533K 0.02% +55 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: restricted; 2024Q4: 389 shares; 2025Q1: 924 shares; 2025Q2: 841 shares; 2025Q3: 1,326 shares; 2025Q4: 493 shares 493 $527K 0.02% -833 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: restricted; 2024Q4: 690 shares; 2025Q1: 689 shares; 2025Q2: 694 shares; 2025Q3: 957 shares; 2025Q4: 1,154 shares 1,154 $523K 0.02% +197 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: restricted; 2024Q4: 4,035 shares; 2025Q1: 4,037 shares; 2025Q2: 4,035 shares; 2025Q3: 4,105 shares; 2025Q4: 4,033 shares 4,033 $520K 0.02% -72 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: 2,499 shares; 2025Q2: 2,507 shares; 2025Q3: 2,513 shares; 2025Q4: 2,520 shares 2,520 $520K 0.02% +7 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 2,800 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 4,833 shares 4,833 $520K 0.02% +1,733 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,666 shares; 2025Q1: 6,666 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $519K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,746 shares; 2025Q3: 2,535 shares; 2025Q4: 2,543 shares 2,543 $516K 0.02% +8 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,550 shares; 2025Q1: 13,529 shares; 2025Q2: 13,535 shares; 2025Q3: 13,541 shares; 2025Q4: 13,547 shares 13,547 $508K 0.02% +6 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: restricted; 2024Q4: not reported; 2025Q1: 4,755 shares; 2025Q2: 4,749 shares; 2025Q3: 4,749 shares; 2025Q4: 5,067 shares 5,067 $506K 0.02% +318 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: restricted; 2024Q4: 25,104 shares; 2025Q1: 26,672 shares; 2025Q2: 26,799 shares; 2025Q3: 26,589 shares; 2025Q4: 24,996 shares 24,996 $506K 0.02% -1,593 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,785 shares; 2025Q1: 7,118 shares; 2025Q2: 7,049 shares; 2025Q3: 7,050 shares; 2025Q4: 7,052 shares 7,052 $504K 0.02% +2 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 2,111 shares; 2025Q2: 2,191 shares; 2025Q3: 2,302 shares; 2025Q4: 2,019 shares 2,019 $497K 0.02% -283 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,074 shares; 2025Q1: 68,703 shares; 2025Q2: 68,498 shares; 2025Q3: 20,093 shares; 2025Q4: 14,388 shares 14,388 $496K 0.02% -5,705 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,404 shares; 2025Q1: 10,424 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares; 2025Q4: 10,424 shares 10,424 $496K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,679 shares; 2025Q1: 7,666 shares; 2025Q2: 7,670 shares; 2025Q3: 6,674 shares; 2025Q4: 6,678 shares 6,678 $491K 0.02% +4 Timeline IQLT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,599 shares 10,599 $482K 0.02% new Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,040 shares; 2025Q1: 26,537 shares; 2025Q2: 28,020 shares; 2025Q3: 24,442 shares; 2025Q4: 22,763 shares 22,763 $481K 0.02% -1,679 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,663 shares; 2025Q1: 14,536 shares; 2025Q2: 14,536 shares; 2025Q3: 14,334 shares; 2025Q4: 14,334 shares 14,334 $480K 0.02% 0 Timeline VRP 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: restricted; 2024Q4: 19,707 shares; 2025Q1: 19,707 shares; 2025Q2: 19,707 shares; 2025Q3: 19,707 shares; 2025Q4: 19,707 shares 19,707 $479K 0.02% 0 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: restricted; 2024Q4: 3,686 shares; 2025Q1: 3,623 shares; 2025Q2: 3,864 shares; 2025Q3: 3,805 shares; 2025Q4: 3,742 shares 3,742 $478K 0.02% -63 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: restricted; 2024Q4: not reported; 2025Q1: 8,233 shares; 2025Q2: 8,647 shares; 2025Q3: 9,442 shares; 2025Q4: 12,112 shares 12,112 $469K 0.02% +2,670 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: restricted; 2024Q4: 10,185 shares; 2025Q1: 10,185 shares; 2025Q2: 10,185 shares; 2025Q3: 10,185 shares; 2025Q4: 10,185 shares 10,185 $467K 0.02% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,392 shares; 2025Q3: 14,192 shares; 2025Q4: 15,797 shares 15,797 $467K 0.02% +1,605 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,271 shares; 2025Q1: 7,277 shares; 2025Q2: 7,315 shares; 2025Q3: 7,321 shares; 2025Q4: 7,328 shares 7,328 $465K 0.02% +7 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,579 shares; 2025Q1: 2,481 shares; 2025Q2: 2,265 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares 2,260 $464K 0.02% 0 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,755 shares; 2025Q1: 12,489 shares; 2025Q2: 12,489 shares; 2025Q3: 12,489 shares; 2025Q4: 12,489 shares 12,489 $463K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,504 shares; 2025Q1: 48,514 shares; 2025Q2: 12,209 shares; 2025Q3: 11,624 shares; 2025Q4: 7,893 shares 7,893 $461K 0.02% -3,731 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,651 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares 2,547 $459K 0.01% 0 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: restricted; 2024Q4: 7,689 shares; 2025Q1: 8,793 shares; 2025Q2: 9,787 shares; 2025Q3: 10,157 shares; 2025Q4: 11,818 shares 11,818 $454K 0.01% +1,661 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: restricted; 2024Q4: 9,828 shares; 2025Q1: 9,830 shares; 2025Q2: 9,931 shares; 2025Q3: 9,935 shares; 2025Q4: 9,290 shares 9,290 $450K 0.01% -645 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,864 shares; 2025Q1: 8,745 shares; 2025Q2: 8,849 shares; 2025Q3: 8,777 shares; 2025Q4: 9,277 shares 9,277 $444K 0.01% +500 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares 4,310 $441K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,691 shares; 2025Q1: 1,712 shares; 2025Q2: 1,727 shares; 2025Q3: 1,714 shares; 2025Q4: 1,715 shares 1,715 $441K 0.01% +1 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,668 shares 4,668 $440K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,268 shares 1,268 $433K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,669 shares 24,669 $426K 0.01% new Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,166 shares 21,166 $425K 0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,074 shares; 2025Q1: 94,611 shares; 2025Q2: 97,195 shares; 2025Q3: 23,490 shares; 2025Q4: 23,753 shares 23,753 $421K 0.01% +263 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares 1,133 $419K 0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares 1,726 $414K 0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares 1,498 $413K 0.01% 0 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: restricted; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,106 shares 1,106 $413K 0.01% -15 Timeline PHO 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: restricted; 2024Q4: 5,828 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 5,828 shares 5,828 $410K 0.01% 0 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: restricted; 2024Q4: 4,207 shares; 2025Q1: 3,926 shares; 2025Q2: 5,473 shares; 2025Q3: 3,897 shares; 2025Q4: 3,898 shares 3,898 $409K 0.01% +1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,630 shares; 2025Q1: 2,949 shares; 2025Q2: 3,275 shares; 2025Q3: 3,130 shares; 2025Q4: 3,030 shares 3,030 $409K 0.01% -100 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares 3,575 $407K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,071 shares; 2025Q1: 130,292 shares; 2025Q2: 135,902 shares; 2025Q3: 7,398 shares; 2025Q4: 7,158 shares 7,158 $407K 0.01% -240 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: restricted; 2024Q4: 197,436 shares; 2025Q1: 188,195 shares; 2025Q2: 188,195 shares; 2025Q3: 187,445 shares; 2025Q4: 27,445 shares 27,445 $406K 0.01% -160,000 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,176 shares 16,176 $402K 0.01% new 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: restricted; 2024Q4: 4,702 shares; 2025Q1: 4,702 shares; 2025Q2: 4,702 shares; 2025Q3: 4,744 shares; 2025Q4: 4,532 shares 4,532 $401K 0.01% -212 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: restricted; 2024Q4: 9,120 shares; 2025Q1: 3,679 shares; 2025Q2: 3,627 shares; 2025Q3: 3,472 shares; 2025Q4: 3,184 shares 3,184 $401K 0.01% -288 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,123 shares; 2025Q1: 10,389 shares; 2025Q2: 10,001 shares; 2025Q3: 9,660 shares; 2025Q4: 9,509 shares 9,509 $399K 0.01% -151 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,769 shares; 2025Q1: 61,851 shares; 2025Q2: 10,671 shares; 2025Q3: 10,674 shares; 2025Q4: 10,676 shares 10,676 $399K 0.01% +2 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: restricted; 2024Q4: 11,236 shares; 2025Q1: 11,150 shares; 2025Q2: 11,124 shares; 2025Q3: 11,124 shares; 2025Q4: 10,569 shares 10,569 $395K 0.01% -555 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,879 shares; 2025Q4: 3,012 shares 3,012 $395K 0.01% +1,133 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,323 shares; 2025Q1: 8,326 shares; 2025Q2: 8,329 shares; 2025Q3: 8,332 shares; 2025Q4: 8,351 shares 8,351 $390K 0.01% +19 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: restricted; 2024Q4: 3,675 shares; 2025Q1: 3,723 shares; 2025Q2: 5,881 shares; 2025Q3: 5,273 shares; 2025Q4: 5,273 shares 5,273 $389K 0.01% 0 Timeline RSPT 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: restricted; 2024Q4: 127,592 shares; 2025Q1: 17,080 shares; 2025Q2: 15,809 shares; 2025Q3: 13,788 shares; 2025Q4: 8,533 shares 8,533 $388K 0.01% -5,255 Timeline DFUV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,259 shares 8,259 $385K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,137 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares 1,924 $384K 0.01% 0 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: restricted; 2024Q4: 4,088 shares; 2025Q1: 5,365 shares; 2025Q2: 4,522 shares; 2025Q3: 4,416 shares; 2025Q4: 4,262 shares 4,262 $384K 0.01% -154 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,606 shares 2,606 $382K 0.01% new Timeline IBDY 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: restricted; 2024Q4: 120,608 shares; 2025Q1: 122,810 shares; 2025Q2: 14,228 shares; 2025Q3: 14,424 shares; 2025Q4: 14,428 shares 14,428 $377K 0.01% +4 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: restricted; 2024Q4: 603 shares; 2025Q1: 486 shares; 2025Q2: 551 shares; 2025Q3: 548 shares; 2025Q4: 568 shares 568 $376K 0.01% +20 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: restricted; 2024Q4: 75,544 shares; 2025Q1: 21,191 shares; 2025Q2: 21,191 shares; 2025Q3: 21,191 shares; 2025Q4: 21,191 shares 21,191 $370K 0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,343 shares; 2025Q1: 8,130 shares; 2025Q2: 7,479 shares; 2025Q3: 7,324 shares; 2025Q4: 7,159 shares 7,159 $368K 0.01% -165 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: restricted; 2024Q4: 3,066 shares; 2025Q1: 3,053 shares; 2025Q2: 3,044 shares; 2025Q3: 3,049 shares; 2025Q4: 2,665 shares 2,665 $367K 0.01% -384 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,830 shares; 2025Q1: 38,710 shares; 2025Q2: 36,830 shares; 2025Q3: 36,830 shares; 2025Q4: 36,829 shares 36,829 $367K 0.01% -1 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 1,430 shares 1,430 $363K 0.01% +531 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,990 shares; 2025Q1: 27,990 shares; 2025Q2: 27,990 shares; 2025Q3: 27,990 shares; 2025Q4: 27,990 shares 27,990 $361K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,003 shares; 2025Q1: 5,563 shares; 2025Q2: 5,504 shares; 2025Q3: 5,445 shares; 2025Q4: 3,645 shares 3,645 $357K 0.01% -1,800 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $355K 0.01% 0 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: restricted; 2024Q4: 1,335 shares; 2025Q1: 1,204 shares; 2025Q2: 1,471 shares; 2025Q3: 1,671 shares; 2025Q4: 1,671 shares 1,671 $354K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,404 shares; 2025Q3: 2,685 shares; 2025Q4: 1,753 shares 1,753 $353K 0.01% -932 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,453 shares 7,453 $349K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,913 shares; 2025Q4: 2,519 shares 2,519 $340K 0.01% +606 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 20,000 shares 20,000 $340K 0.01% -10,000 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 651 shares; 2025Q1: 970 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 983 shares 983 $339K 0.01% +7 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,234 shares; 2025Q1: 6,546 shares; 2025Q2: 6,307 shares; 2025Q3: 6,107 shares; 2025Q4: 7,203 shares 7,203 $335K 0.01% +1,096 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: restricted; 2024Q4: 776 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 806 shares; 2025Q4: 806 shares 806 $333K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,937 shares; 2025Q2: 1,797 shares; 2025Q3: 1,857 shares; 2025Q4: 1,865 shares 1,865 $327K 0.01% +8 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,497 shares 5,497 $327K 0.01% new Timeline