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: 485,392 shares; 2024Q4: 531,510 shares; 2025Q1: 586,485 shares; 2025Q2: 1,273,766 shares; 2025Q3: 673,514 shares; 2025Q4: 715,133 shares 715,133 $240M 3.24% +41,619 Timeline BBUS 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: 1,102,318 shares; 2024Q4: 1,209,249 shares; 2025Q1: 1,373,141 shares; 2025Q2: 2,856,818 shares; 2025Q3: 1,510,723 shares; 2025Q4: 1,708,199 shares 1,708,199 $211M 2.84% +197,476 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: not reported; 2024Q4: not reported; 2025Q1: 123,090 shares; 2025Q2: 117,431 shares; 2025Q3: 237,328 shares; 2025Q4: 310,808 shares 310,808 $195M 2.63% +73,480 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: 3,472,524 shares; 2024Q4: 3,643,519 shares; 2025Q1: 4,216,350 shares; 2025Q2: 8,809,842 shares; 2025Q3: 4,620,631 shares; 2025Q4: 4,789,246 shares 4,789,246 $190M 2.56% +168,615 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448,330 shares; 2024Q4: 1,627,209 shares; 2025Q1: 1,542,233 shares; 2025Q2: 3,248,576 shares; 2025Q3: 1,713,511 shares; 2025Q4: 1,799,146 shares 1,799,146 $136M 1.83% +85,635 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656,968 shares; 2024Q4: 1,931,530 shares; 2025Q1: 1,422,084 shares; 2025Q2: 3,109,636 shares; 2025Q3: 1,637,579 shares; 2025Q4: 1,787,067 shares 1,787,067 $132M 1.79% +149,488 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,598 shares; 2024Q4: 47,404 shares; 2025Q1: 92,285 shares; 2025Q2: 100,808 shares; 2025Q3: 124,190 shares; 2025Q4: 255,148 shares 255,148 $123M 1.67% +130,958 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: 57,681 shares; 2024Q4: 61,357 shares; 2025Q1: 119,888 shares; 2025Q2: 136,851 shares; 2025Q3: 199,132 shares; 2025Q4: 453,385 shares 453,385 $123M 1.66% +254,253 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: 98,994 shares; 2024Q4: 108,085 shares; 2025Q1: 216,913 shares; 2025Q2: 315,278 shares; 2025Q3: 355,196 shares; 2025Q4: 618,635 shares 618,635 $115M 1.56% +263,439 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952,220 shares; 2024Q4: 1,121,915 shares; 2025Q1: 1,475,206 shares; 2025Q2: 3,264,660 shares; 2025Q3: 1,862,304 shares; 2025Q4: 2,063,242 shares 2,063,242 $97.7M 1.32% +200,938 Timeline JIRE 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: 256,965 shares; 2024Q4: 294,304 shares; 2025Q1: 339,502 shares; 2025Q2: 1,001,264 shares; 2025Q3: 1,134,168 shares; 2025Q4: 1,246,584 shares 1,246,584 $93.3M 1.26% +112,416 Timeline DGCB 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: 1,164,169 shares; 2024Q4: 1,232,828 shares; 2025Q1: 1,218,576 shares; 2025Q2: 2,741,234 shares; 2025Q3: 1,446,070 shares; 2025Q4: 1,538,407 shares 1,538,407 $83.4M 1.13% +92,337 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 74,365 shares; 2025Q4: 202,821 shares 202,821 $80.4M 1.08% +128,456 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: 76,609 shares; 2024Q4: 83,866 shares; 2025Q1: 143,464 shares; 2025Q2: 168,943 shares; 2025Q3: 176,181 shares; 2025Q4: 342,145 shares 342,145 $79M 1.07% +165,964 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,213 shares; 2025Q3: not reported; 2025Q4: 1,408,140 shares 1,408,140 $76.1M 1.03% new 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: 24,951 shares; 2024Q4: 30,616 shares; 2025Q1: 61,529 shares; 2025Q2: 89,218 shares; 2025Q3: 100,057 shares; 2025Q4: 198,300 shares 198,300 $62.1M 0.84% +98,243 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: 41,748 shares; 2024Q4: 40,889 shares; 2025Q1: 93,529 shares; 2025Q2: 84,178 shares; 2025Q3: 106,240 shares; 2025Q4: 169,504 shares 169,504 $58.7M 0.79% +63,264 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: 280,377 shares; 2024Q4: 285,039 shares; 2025Q1: 419,790 shares; 2025Q2: 1,100,250 shares; 2025Q3: 551,503 shares; 2025Q4: 609,693 shares 609,693 $56.6M 0.76% +58,190 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: 184,952 shares; 2024Q4: 218,671 shares; 2025Q1: 313,233 shares; 2025Q2: 1,537,274 shares; 2025Q3: 1,014,010 shares; 2025Q4: 526,958 shares 526,958 $52.6M 0.71% -487,052 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: 806,418 shares; 2024Q4: 917,641 shares; 2025Q1: 846,410 shares; 2025Q2: 1,862,622 shares; 2025Q3: 978,637 shares; 2025Q4: 1,063,648 shares 1,063,648 $51.4M 0.69% +85,011 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: 215,295 shares; 2024Q4: 235,881 shares; 2025Q1: 647,231 shares; 2025Q2: 1,205,742 shares; 2025Q3: 721,095 shares; 2025Q4: 757,314 shares 757,314 $50.9M 0.69% +36,219 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 361,041 shares; 2025Q2: 340,102 shares; 2025Q3: 342,228 shares; 2025Q4: 613,389 shares 613,389 $48.3M 0.65% +271,161 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: 21,059 shares; 2024Q4: 25,627 shares; 2025Q1: 36,840 shares; 2025Q2: 42,806 shares; 2025Q3: 39,761 shares; 2025Q4: 72,052 shares 72,052 $47.6M 0.64% +32,291 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,609 shares; 2024Q4: 930,500 shares; 2025Q1: 1,048,243 shares; 2025Q2: 2,223,094 shares; 2025Q3: 1,184,552 shares; 2025Q4: 1,245,002 shares 1,245,002 $47.3M 0.64% +60,450 Timeline DFSV 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: 964,659 shares; 2024Q4: 1,037,172 shares; 2025Q1: 1,229,650 shares; 2025Q2: 2,671,340 shares; 2025Q3: 1,378,430 shares; 2025Q4: 1,434,271 shares 1,434,271 $47.2M 0.64% +55,841 Timeline DFGP 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: 584,567 shares; 2024Q4: 622,737 shares; 2025Q1: 625,951 shares; 2025Q2: 1,409,084 shares; 2025Q3: 753,363 shares; 2025Q4: 841,462 shares 841,462 $45.5M 0.61% +88,099 Timeline JGLO 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: 560,573 shares; 2024Q4: 616,801 shares; 2025Q1: 713,283 shares; 2025Q2: 1,557,022 shares; 2025Q3: 601,194 shares; 2025Q4: 665,286 shares 665,286 $45M 0.61% +64,092 Timeline JAVA 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: 453,705 shares; 2024Q4: 559,905 shares; 2025Q1: 536,166 shares; 2025Q2: 1,155,023 shares; 2025Q3: 568,473 shares; 2025Q4: 625,136 shares 625,136 $44.8M 0.61% +56,663 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,676 shares; 2024Q4: 1,029,820 shares; 2025Q1: 1,183,390 shares; 2025Q2: 2,459,314 shares; 2025Q3: 1,229,943 shares; 2025Q4: 1,241,985 shares 1,241,985 $42.8M 0.58% +12,042 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,871 shares; 2025Q3: 309,107 shares; 2025Q4: 353,156 shares 353,156 $39.5M 0.53% +44,049 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: 87,162 shares; 2024Q4: 79,953 shares; 2025Q1: 67,094 shares; 2025Q2: 136,243 shares; 2025Q3: 80,985 shares; 2025Q4: 85,618 shares 85,618 $38.5M 0.52% +4,633 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,494 shares; 2025Q2: not reported; 2025Q3: 168,189 shares; 2025Q4: 422,736 shares 422,736 $37.8M 0.51% +254,547 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: 615,604 shares; 2024Q4: 588,250 shares; 2025Q1: 538,354 shares; 2025Q2: 985,564 shares; 2025Q3: 491,643 shares; 2025Q4: 541,766 shares 541,766 $37.6M 0.51% +50,123 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,943 shares; 2025Q3: 890,564 shares; 2025Q4: 1,460,547 shares 1,460,547 $37.6M 0.51% +569,983 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: 10,779 shares; 2024Q4: 12,111 shares; 2025Q1: 23,702 shares; 2025Q2: 13,145 shares; 2025Q3: 17,545 shares; 2025Q4: 33,762 shares 33,762 $36.3M 0.49% +16,217 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: 10,787 shares; 2024Q4: 13,612 shares; 2025Q1: 27,483 shares; 2025Q2: 43,462 shares; 2025Q3: 53,803 shares; 2025Q4: 110,257 shares 110,257 $35.5M 0.48% +56,454 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: 29,975 shares; 2024Q4: 13,908 shares; 2025Q1: 31,428 shares; 2025Q2: 23,349 shares; 2025Q3: 79,611 shares; 2025Q4: 294,231 shares 294,231 $35.4M 0.48% +214,620 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,302,158 shares; 2025Q4: 1,386,911 shares 1,386,911 $35.3M 0.48% +84,753 Timeline JEMA 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: 445,470 shares; 2024Q4: 493,123 shares; 2025Q1: 563,033 shares; 2025Q2: 1,211,208 shares; 2025Q3: 577,000 shares; 2025Q4: 715,884 shares 715,884 $35.1M 0.47% +138,884 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: 359 shares; 2024Q4: 2,679 shares; 2025Q1: 1,237 shares; 2025Q2: 83,135 shares; 2025Q3: 8,596 shares; 2025Q4: 50,505 shares 50,505 $34.4M 0.46% +41,909 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: not reported; 2024Q4: not reported; 2025Q1: 208,667 shares; 2025Q2: 303,394 shares; 2025Q3: 259,311 shares; 2025Q4: 532,889 shares 532,889 $33.3M 0.45% +273,578 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,440 shares; 2025Q4: 1,019,056 shares 1,019,056 $32.7M 0.44% +1,001,616 Timeline CGMU 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: 737,129 shares; 2024Q4: 872,685 shares; 2025Q1: 921,729 shares; 2025Q2: 1,948,750 shares; 2025Q3: 1,058,945 shares; 2025Q4: 1,149,959 shares 1,149,959 $31.5M 0.42% +91,014 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: 27,735 shares; 2024Q4: 28,450 shares; 2025Q1: 34,744 shares; 2025Q2: 333,349 shares; 2025Q3: 208,406 shares; 2025Q4: 452,892 shares 452,892 $29.9M 0.4% +244,486 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,718 shares; 2025Q3: 118,581 shares; 2025Q4: 242,969 shares 242,969 $29.2M 0.39% +124,388 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: not reported; 2024Q4: not reported; 2025Q1: 9,700 shares; 2025Q2: 15,138 shares; 2025Q3: 214,229 shares; 2025Q4: 343,394 shares 343,394 $28.8M 0.39% +129,165 Timeline LMBS 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: 134,070 shares; 2024Q4: 168,698 shares; 2025Q1: 178,022 shares; 2025Q2: 363,206 shares; 2025Q3: 605,360 shares; 2025Q4: 560,913 shares 560,913 $28M 0.38% -44,447 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: 47,227 shares; 2024Q4: 48,767 shares; 2025Q1: 94,739 shares; 2025Q2: 12,370 shares; 2025Q3: 25,421 shares; 2025Q4: 936,640 shares 936,640 $28M 0.38% +911,219 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: not reported; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: not reported; 2025Q3: 38,930 shares; 2025Q4: 95,269 shares 95,269 $27.6M 0.37% +56,339 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: not reported; 2024Q4: not reported; 2025Q1: 46,680 shares; 2025Q2: 29,111 shares; 2025Q3: 34,393 shares; 2025Q4: 128,492 shares 128,492 $27.2M 0.37% +94,099 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: 768,982 shares; 2024Q4: 309,057 shares; 2025Q1: 383,476 shares; 2025Q2: 374,754 shares; 2025Q3: 231,247 shares; 2025Q4: 330,468 shares 330,468 $26.5M 0.36% +99,221 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: 34,206 shares; 2024Q4: 25,339 shares; 2025Q1: 80,545 shares; 2025Q2: 76,253 shares; 2025Q3: 48,390 shares; 2025Q4: 38,106 shares 38,106 $26.1M 0.35% -10,284 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: 21,448 shares; 2024Q4: 33,335 shares; 2025Q1: 81,230 shares; 2025Q2: 50,672 shares; 2025Q3: 74,699 shares; 2025Q4: 125,003 shares 125,003 $25.9M 0.35% +50,304 Timeline JPIE 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: 561,199 shares; 2024Q4: 541,327 shares; 2025Q1: 734,627 shares; 2025Q2: 1,096,120 shares; 2025Q3: 653,672 shares; 2025Q4: 546,067 shares 546,067 $25.3M 0.34% -107,605 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,801 shares; 2024Q4: 28,893 shares; 2025Q1: 54,709 shares; 2025Q2: 46,040 shares; 2025Q3: 42,616 shares; 2025Q4: 72,037 shares 72,037 $25.3M 0.34% +29,421 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: 14,303 shares; 2024Q4: 16,033 shares; 2025Q1: 23,889 shares; 2025Q2: 45,422 shares; 2025Q3: 37,641 shares; 2025Q4: 77,447 shares 77,447 $24.3M 0.33% +39,806 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354,819 shares; 2025Q2: 338,643 shares; 2025Q3: 328,141 shares; 2025Q4: 323,439 shares 323,439 $24.2M 0.33% -4,702 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: 546,717 shares; 2024Q4: 616,047 shares; 2025Q1: 643,901 shares; 2025Q2: 1,330,582 shares; 2025Q3: 517,355 shares; 2025Q4: 549,049 shares 549,049 $24M 0.32% +31,694 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: 108,108 shares; 2024Q4: 131,919 shares; 2025Q1: 134,867 shares; 2025Q2: 409,349 shares; 2025Q3: 171,108 shares; 2025Q4: 271,938 shares 271,938 $23.7M 0.32% +100,830 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: 27,913 shares; 2024Q4: 29,327 shares; 2025Q1: 65,689 shares; 2025Q2: 33,011 shares; 2025Q3: 51,754 shares; 2025Q4: 75,671 shares 75,671 $23M 0.31% +23,917 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662,249 shares; 2025Q4: 724,587 shares 724,587 $22.9M 0.31% +62,338 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: 275,650 shares; 2024Q4: 244,867 shares; 2025Q1: 230,450 shares; 2025Q2: 857,646 shares; 2025Q3: 556,540 shares; 2025Q4: 486,313 shares 486,313 $22.4M 0.3% -70,227 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: 18,595 shares; 2024Q4: 21,100 shares; 2025Q1: 38,888 shares; 2025Q2: 43,057 shares; 2025Q3: 44,232 shares; 2025Q4: 97,277 shares 97,277 $22.2M 0.3% +53,045 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,837 shares; 2025Q2: 42,527 shares; 2025Q3: 30,841 shares; 2025Q4: 303,981 shares 303,981 $22.1M 0.3% +273,140 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: 125,318 shares; 2024Q4: 168,651 shares; 2025Q1: 174,154 shares; 2025Q2: 242,465 shares; 2025Q3: 132,672 shares; 2025Q4: 132,858 shares 132,858 $21.4M 0.29% +186 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: 353,123 shares; 2024Q4: 379,766 shares; 2025Q1: 405,077 shares; 2025Q2: 849,562 shares; 2025Q3: 460,975 shares; 2025Q4: 510,219 shares 510,219 $20.5M 0.28% +49,244 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775,096 shares; 2025Q4: 866,448 shares 866,448 $20.2M 0.27% +91,352 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209,044 shares; 2025Q4: 174,867 shares 174,867 $19.9M 0.27% -34,177 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,153 shares; 2025Q3: 373,115 shares; 2025Q4: 378,511 shares 378,511 $19.2M 0.26% +5,396 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: 37,856 shares; 2024Q4: 41,745 shares; 2025Q1: 46,722 shares; 2025Q2: 102,652 shares; 2025Q3: 69,211 shares; 2025Q4: 86,820 shares 86,820 $19.1M 0.26% +17,609 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,609 shares; 2025Q4: 143,493 shares 143,493 $18.9M 0.25% +11,884 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,408 shares; 2025Q4: 203,022 shares 203,022 $18.6M 0.25% +194,614 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,191 shares; 2025Q4: 367,529 shares 367,529 $18.5M 0.25% +354,338 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 3,751 shares; 2025Q1: 250,193 shares; 2025Q2: 201,406 shares; 2025Q3: 187,765 shares; 2025Q4: 167,945 shares 167,945 $18M 0.24% -19,820 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 4,505 shares; 2025Q1: 9,922 shares; 2025Q2: 10,025 shares; 2025Q3: 7,164 shares; 2025Q4: 16,749 shares 16,749 $17.9M 0.24% +9,585 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,520 shares; 2025Q2: 4,910 shares; 2025Q3: 174,136 shares; 2025Q4: 186,470 shares 186,470 $17.4M 0.23% +12,334 Timeline FTCS 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: 204,442 shares; 2024Q4: 206,110 shares; 2025Q1: 180,317 shares; 2025Q2: 322,546 shares; 2025Q3: 156,267 shares; 2025Q4: 186,554 shares 186,554 $17.3M 0.23% +30,287 Timeline DFSD 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: 264,428 shares; 2024Q4: 264,448 shares; 2025Q1: 272,980 shares; 2025Q2: 573,500 shares; 2025Q3: 313,344 shares; 2025Q4: 359,627 shares 359,627 $17.2M 0.23% +46,283 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,979 shares; 2025Q3: 192,572 shares; 2025Q4: 201,110 shares 201,110 $17M 0.23% +8,538 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 4,500 shares; 2025Q1: 7,130 shares; 2025Q2: 14,814 shares; 2025Q3: 15,231 shares; 2025Q4: 29,621 shares 29,621 $16.9M 0.23% +14,390 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,135 shares; 2024Q4: 422,391 shares; 2025Q1: 467,579 shares; 2025Q2: 948,376 shares; 2025Q3: 491,854 shares; 2025Q4: 508,983 shares 508,983 $16.8M 0.23% +17,129 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341,409 shares; 2025Q2: 1,046,952 shares; 2025Q3: 526,297 shares; 2025Q4: 527,823 shares 527,823 $16.7M 0.23% +1,526 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $16.6M 0.22% 0 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: 266,431 shares; 2024Q4: 307,094 shares; 2025Q1: 318,208 shares; 2025Q2: 655,048 shares; 2025Q3: 445,063 shares; 2025Q4: 465,723 shares 465,723 $16.6M 0.22% +20,660 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: 365,391 shares; 2024Q4: 451,577 shares; 2025Q1: 288,004 shares; 2025Q2: 480,288 shares; 2025Q3: 131,805 shares; 2025Q4: 142,285 shares 142,285 $16.1M 0.22% +10,480 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,049 shares; 2025Q2: 17,892 shares; 2025Q3: 58,368 shares; 2025Q4: 110,455 shares 110,455 $15.9M 0.21% +52,087 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: 5,651 shares; 2024Q4: 6,307 shares; 2025Q1: 12,174 shares; 2025Q2: 9,102 shares; 2025Q3: 9,873 shares; 2025Q4: 17,991 shares 17,991 $15.8M 0.21% +8,118 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,599 shares; 2024Q4: 45,798 shares; 2025Q1: 64,301 shares; 2025Q2: 129,078 shares; 2025Q3: 325,917 shares; 2025Q4: 376,868 shares 376,868 $15.8M 0.21% +50,951 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: not reported; 2024Q4: 40,744 shares; 2025Q1: 28,559 shares; 2025Q2: 74,226 shares; 2025Q3: 37,725 shares; 2025Q4: 38,171 shares 38,171 $15.8M 0.21% +446 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: 288,449 shares; 2024Q4: 281,887 shares; 2025Q1: 150,882 shares; 2025Q2: 211,430 shares; 2025Q3: 91,589 shares; 2025Q4: 88,008 shares 88,008 $15.6M 0.21% -3,581 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176,973 shares; 2025Q4: 194,111 shares 194,111 $15.6M 0.21% +17,138 Timeline BBHY 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: 527,335 shares; 2024Q4: 499,008 shares; 2025Q1: 564,813 shares; 2025Q2: 541,156 shares; 2025Q3: 295,973 shares; 2025Q4: 328,707 shares 328,707 $15.3M 0.21% +32,734 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,304 shares; 2025Q1: 4,714 shares; 2025Q2: 6,759 shares; 2025Q3: 117,311 shares; 2025Q4: 117,272 shares 117,272 $15.3M 0.21% -39 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: 24,353 shares; 2024Q4: 30,582 shares; 2025Q1: 68,040 shares; 2025Q2: 84,399 shares; 2025Q3: 68,768 shares; 2025Q4: 161,954 shares 161,954 $14.9M 0.2% +93,186 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,543 shares; 2024Q4: 293,715 shares; 2025Q1: 174,959 shares; 2025Q2: 339,684 shares; 2025Q3: 147,192 shares; 2025Q4: 135,848 shares 135,848 $14.7M 0.2% -11,344 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 268,316 shares; 2025Q3: 137,328 shares; 2025Q4: 280,340 shares 280,340 $14.5M 0.2% +143,012 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177,918 shares; 2025Q4: 197,400 shares 197,400 $14.5M 0.2% +19,482 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,474 shares; 2025Q3: 3,074 shares; 2025Q4: 98,351 shares 98,351 $14.2M 0.19% +95,277 Timeline DISV 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: 326,404 shares; 2024Q4: 331,838 shares; 2025Q1: 370,811 shares; 2025Q2: 766,388 shares; 2025Q3: 374,731 shares; 2025Q4: 372,406 shares 372,406 $14.2M 0.19% -2,325 Timeline DIHP 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: 340,851 shares; 2024Q4: 346,903 shares; 2025Q1: 403,203 shares; 2025Q2: 855,214 shares; 2025Q3: 439,281 shares; 2025Q4: 446,797 shares 446,797 $14.1M 0.19% +7,516 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,837 shares; 2024Q4: 211,256 shares; 2025Q1: 14,350 shares; 2025Q2: 29,800 shares; 2025Q3: 153,072 shares; 2025Q4: 300,161 shares 300,161 $14.1M 0.19% +147,089 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,629 shares; 2025Q4: 65,635 shares 65,635 $13.9M 0.19% +15,006 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,295 shares; 2025Q4: 595,914 shares 595,914 $13.7M 0.19% +577,619 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: 36,580 shares; 2024Q4: 43,419 shares; 2025Q1: 84,721 shares; 2025Q2: 78,329 shares; 2025Q3: 50,858 shares; 2025Q4: 85,248 shares 85,248 $13.7M 0.18% +34,390 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,638 shares; 2025Q4: 202,119 shares 202,119 $13.7M 0.18% -49,519 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: 6,679 shares; 2024Q4: 7,126 shares; 2025Q1: 12,998 shares; 2025Q2: 9,887 shares; 2025Q3: 10,114 shares; 2025Q4: 144,785 shares 144,785 $13.6M 0.18% +134,671 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,038 shares; 2025Q2: 4,207 shares; 2025Q3: 20,353 shares; 2025Q4: 54,022 shares 54,022 $13.5M 0.18% +33,669 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: 133,814 shares; 2024Q4: 135,178 shares; 2025Q1: 101,014 shares; 2025Q2: 168,840 shares; 2025Q3: 81,773 shares; 2025Q4: 79,967 shares 79,967 $13.5M 0.18% -1,806 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856,676 shares; 2025Q3: 434,239 shares; 2025Q4: 296,660 shares 296,660 $13.4M 0.18% -137,579 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: 39,411 shares; 2024Q4: 42,564 shares; 2025Q1: 83,988 shares; 2025Q2: 55,067 shares; 2025Q3: 77,978 shares; 2025Q4: 167,044 shares 167,044 $13.4M 0.18% +89,066 Timeline DFGX 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: 183,300 shares; 2024Q4: 185,619 shares; 2025Q1: 186,222 shares; 2025Q2: 378,980 shares; 2025Q3: 215,588 shares; 2025Q4: 250,831 shares 250,831 $13.2M 0.18% +35,243 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: 13,065 shares; 2024Q4: 13,407 shares; 2025Q1: 26,647 shares; 2025Q2: 20,846 shares; 2025Q3: 25,402 shares; 2025Q4: 38,313 shares 38,313 $13.2M 0.18% +12,911 Timeline DFCF 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: 229,514 shares; 2024Q4: 235,347 shares; 2025Q1: 231,109 shares; 2025Q2: 477,748 shares; 2025Q3: 272,123 shares; 2025Q4: 309,670 shares 309,670 $13.2M 0.18% +37,547 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,097 shares; 2024Q4: 244,034 shares; 2025Q1: 225,306 shares; 2025Q2: 484,975 shares; 2025Q3: 238,962 shares; 2025Q4: 249,548 shares 249,548 $13.1M 0.18% +10,586 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: 8,499 shares; 2024Q4: 8,564 shares; 2025Q1: 8,414 shares; 2025Q2: 13,631 shares; 2025Q3: 9,338 shares; 2025Q4: 94,282 shares 94,282 $13M 0.18% +84,944 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: 15,170 shares; 2024Q4: 18,808 shares; 2025Q1: 39,513 shares; 2025Q2: 27,396 shares; 2025Q3: 40,404 shares; 2025Q4: 90,121 shares 90,121 $12.9M 0.17% +49,717 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: 8,765 shares; 2024Q4: 8,794 shares; 2025Q1: 17,144 shares; 2025Q2: 11,165 shares; 2025Q3: 11,133 shares; 2025Q4: 22,552 shares 22,552 $12.8M 0.17% +11,419 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,741 shares; 2024Q4: 59,068 shares; 2025Q1: 217,708 shares; 2025Q2: 128,635 shares; 2025Q3: 145,812 shares; 2025Q4: 212,206 shares 212,206 $12.8M 0.17% +66,394 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,053 shares; 2025Q4: 122,166 shares 122,166 $12.7M 0.17% +90,113 Timeline SPTL 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: 74,705 shares; 2024Q4: 80,230 shares; 2025Q1: 150,868 shares; 2025Q2: not reported; 2025Q3: 453,616 shares; 2025Q4: 476,919 shares 476,919 $12.6M 0.17% +23,303 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: 9,868 shares; 2024Q4: 10,037 shares; 2025Q1: 21,166 shares; 2025Q2: 9,102 shares; 2025Q3: 15,694 shares; 2025Q4: 24,966 shares 24,966 $12.5M 0.17% +9,272 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: 55,891 shares; 2024Q4: 54,595 shares; 2025Q1: 113,193 shares; 2025Q2: 67,133 shares; 2025Q3: 109,261 shares; 2025Q4: 162,480 shares 162,480 $12.5M 0.17% +53,219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,309 shares; 2025Q3: 43,109 shares; 2025Q4: 49,391 shares 49,391 $12.5M 0.17% +6,282 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,663 shares; 2025Q1: 8,834 shares; 2025Q2: 4,661 shares; 2025Q3: 7,114 shares; 2025Q4: 11,386 shares 11,386 $12.2M 0.16% +4,272 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: 5,044 shares; 2024Q4: 4,974 shares; 2025Q1: 8,902 shares; 2025Q2: 5,676 shares; 2025Q3: 6,673 shares; 2025Q4: 13,963 shares 13,963 $12M 0.16% +7,290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292,666 shares; 2025Q3: 150,033 shares; 2025Q4: 267,380 shares 267,380 $11.9M 0.16% +117,347 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: 28,182 shares; 2024Q4: 31,603 shares; 2025Q1: 63,749 shares; 2025Q2: 35,846 shares; 2025Q3: 84,448 shares; 2025Q4: 77,812 shares 77,812 $11.9M 0.16% -6,636 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,340 shares; 2025Q3: 214,926 shares; 2025Q4: 247,817 shares 247,817 $11.8M 0.16% +32,891 Timeline FDL 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: 64,381 shares; 2024Q4: 65,091 shares; 2025Q1: 59,603 shares; 2025Q2: 107,232 shares; 2025Q3: 51,089 shares; 2025Q4: 263,825 shares 263,825 $11.7M 0.16% +212,736 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: 13,647 shares; 2024Q4: 20,029 shares; 2025Q1: 40,698 shares; 2025Q2: 24,925 shares; 2025Q3: 26,391 shares; 2025Q4: 51,237 shares 51,237 $11.7M 0.16% +24,846 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: 3,673 shares; 2024Q4: 7,482 shares; 2025Q1: 10,898 shares; 2025Q2: 23,570 shares; 2025Q3: 33,262 shares; 2025Q4: 65,431 shares 65,431 $11.6M 0.16% +32,169 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: 62,003 shares; 2024Q4: 101,673 shares; 2025Q1: 115,687 shares; 2025Q2: 149,558 shares; 2025Q3: 76,379 shares; 2025Q4: 77,953 shares 77,953 $11.2M 0.15% +1,574 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: 8,832 shares; 2024Q4: 10,855 shares; 2025Q1: 20,265 shares; 2025Q2: 14,365 shares; 2025Q3: 30,488 shares; 2025Q4: 60,365 shares 60,365 $11.1M 0.15% +29,877 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: 3,225 shares; 2024Q4: 10,398 shares; 2025Q1: 19,196 shares; 2025Q2: 19,120 shares; 2025Q3: 78,124 shares; 2025Q4: 98,441 shares 98,441 $11M 0.15% +20,317 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,343 shares; 2025Q2: 124,834 shares; 2025Q3: 128,094 shares; 2025Q4: 140,315 shares 140,315 $10.9M 0.15% +12,221 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,674 shares; 2025Q1: 8,350 shares; 2025Q2: 23,622 shares; 2025Q3: 19,435 shares; 2025Q4: 45,055 shares 45,055 $10.9M 0.15% +25,620 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: not reported; 2024Q4: not reported; 2025Q1: 35,925 shares; 2025Q2: 37,723 shares; 2025Q3: 40,426 shares; 2025Q4: 239,712 shares 239,712 $10.9M 0.15% +199,286 Timeline EDOW 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: 337,988 shares; 2024Q4: 341,227 shares; 2025Q1: 312,899 shares; 2025Q2: 558,824 shares; 2025Q3: 270,028 shares; 2025Q4: 263,229 shares 263,229 $10.9M 0.15% -6,799 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: 7,253 shares; 2024Q4: 13,317 shares; 2025Q1: 22,554 shares; 2025Q2: 38,118 shares; 2025Q3: 52,101 shares; 2025Q4: 55,520 shares 55,520 $10.8M 0.15% +3,419 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,691 shares; 2025Q4: 193,339 shares 193,339 $10.8M 0.15% -8,352 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,966 shares; 2024Q4: 7,256 shares; 2025Q1: 14,491 shares; 2025Q2: 8,100 shares; 2025Q3: 9,128 shares; 2025Q4: 18,544 shares 18,544 $10.7M 0.15% +9,416 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,706 shares; 2025Q4: 199,149 shares 199,149 $10.6M 0.14% +174,443 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: 16,257 shares; 2024Q4: 24,572 shares; 2025Q1: 29,054 shares; 2025Q2: 76,434 shares; 2025Q3: 48,799 shares; 2025Q4: 49,277 shares 49,277 $10.6M 0.14% +478 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,396 shares; 2025Q3: 108,789 shares; 2025Q4: 127,900 shares 127,900 $10.5M 0.14% +19,111 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 17,343 shares; 2025Q1: 27,556 shares; 2025Q2: 21,042 shares; 2025Q3: 21,672 shares; 2025Q4: 43,123 shares 43,123 $10.5M 0.14% +21,451 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402,437 shares 402,437 $10.4M 0.14% new 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: 15,093 shares; 2024Q4: 16,378 shares; 2025Q1: 31,973 shares; 2025Q2: 16,299 shares; 2025Q3: 20,089 shares; 2025Q4: 43,070 shares 43,070 $10.4M 0.14% +22,981 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: 8,102 shares; 2024Q4: 8,796 shares; 2025Q1: 16,484 shares; 2025Q2: 14,893 shares; 2025Q3: 13,853 shares; 2025Q4: 38,466 shares 38,466 $10.3M 0.14% +24,613 Timeline FSIG 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: 343,841 shares; 2024Q4: 467,972 shares; 2025Q1: 464,648 shares; 2025Q2: 930,458 shares; 2025Q3: 499,261 shares; 2025Q4: 533,519 shares 533,519 $10.2M 0.14% +34,258 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: 533,563 shares; 2024Q4: 379,370 shares; 2025Q1: 318,773 shares; 2025Q2: 455,944 shares; 2025Q3: 226,478 shares; 2025Q4: 236,677 shares 236,677 $10.2M 0.14% +10,199 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: 49,348 shares; 2024Q4: 50,506 shares; 2025Q1: 98,081 shares; 2025Q2: 74,272 shares; 2025Q3: 79,614 shares; 2025Q4: 102,372 shares 102,372 $10.2M 0.14% +22,758 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,321 shares; 2025Q4: 217,069 shares 217,069 $10.2M 0.14% +5,748 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,188 shares; 2025Q4: 201,371 shares 201,371 $10.2M 0.14% +159,183 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,211 shares; 2025Q4: 126,391 shares 126,391 $10.1M 0.14% +55,180 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,703 shares; 2025Q4: 144,136 shares 144,136 $9.99M 0.13% +80,433 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: 44,006 shares; 2024Q4: 64,811 shares; 2025Q1: 47,727 shares; 2025Q2: 90,084 shares; 2025Q3: 39,713 shares; 2025Q4: 44,110 shares 44,110 $9.98M 0.13% +4,397 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: 40,285 shares; 2024Q4: 39,983 shares; 2025Q1: 76,242 shares; 2025Q2: 41,498 shares; 2025Q3: 59,030 shares; 2025Q4: 64,448 shares 64,448 $9.9M 0.13% +5,418 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: 66,507 shares; 2024Q4: 69,273 shares; 2025Q1: 80,088 shares; 2025Q2: 151,734 shares; 2025Q3: 78,466 shares; 2025Q4: 102,405 shares 102,405 $9.86M 0.13% +23,939 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: not reported; 2024Q4: 6,683 shares; 2025Q1: 10,671 shares; 2025Q2: 51,151 shares; 2025Q3: 48,396 shares; 2025Q4: 140,024 shares 140,024 $9.79M 0.13% +91,628 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,389 shares; 2024Q4: 113,138 shares; 2025Q1: 113,747 shares; 2025Q2: 209,700 shares; 2025Q3: 107,348 shares; 2025Q4: 99,609 shares 99,609 $9.74M 0.13% -7,739 Timeline QLTA 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: 327,603 shares; 2024Q4: 404,133 shares; 2025Q1: 404,420 shares; 2025Q2: 702,586 shares; 2025Q3: 365,014 shares; 2025Q4: 199,955 shares 199,955 $9.62M 0.13% -165,059 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,298 shares; 2025Q2: 188,632 shares; 2025Q3: 32,777 shares; 2025Q4: 48,053 shares 48,053 $9.54M 0.13% +15,276 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,460 shares; 2024Q4: 160,172 shares; 2025Q1: 159,902 shares; 2025Q2: 359,413 shares; 2025Q3: 166,613 shares; 2025Q4: 179,227 shares 179,227 $9.46M 0.13% +12,614 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: not reported; 2024Q4: 4,866 shares; 2025Q1: not reported; 2025Q2: 12,218 shares; 2025Q3: 7,122 shares; 2025Q4: 19,857 shares 19,857 $9.4M 0.13% +12,735 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: 49,318 shares; 2024Q4: 122,450 shares; 2025Q1: 166,998 shares; 2025Q2: 338,241 shares; 2025Q3: 160,562 shares; 2025Q4: 158,131 shares 158,131 $9.34M 0.13% -2,431 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 11,139 shares; 2025Q4: 42,811 shares 42,811 $9.3M 0.13% +31,672 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 20,925 shares; 2025Q1: 42,798 shares; 2025Q2: 30,301 shares; 2025Q3: 22,346 shares; 2025Q4: 25,915 shares 25,915 $9.26M 0.12% +3,569 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137,985 shares; 2025Q2: 82,411 shares; 2025Q3: 273,381 shares; 2025Q4: 74,788 shares 74,788 $9.22M 0.12% -198,593 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: 110,294 shares; 2024Q4: 119,526 shares; 2025Q1: 127,292 shares; 2025Q2: 264,126 shares; 2025Q3: 234,387 shares; 2025Q4: 264,286 shares 264,286 $9.16M 0.12% +29,899 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,982 shares; 2025Q2: 183,296 shares; 2025Q3: 106,389 shares; 2025Q4: 110,382 shares 110,382 $9.1M 0.12% +3,993 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,667 shares; 2024Q4: 203,921 shares; 2025Q1: 203,040 shares; 2025Q2: 450,848 shares; 2025Q3: 219,821 shares; 2025Q4: 201,228 shares 201,228 $9.07M 0.12% -18,593 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596,962 shares; 2025Q3: 114,219 shares; 2025Q4: 164,726 shares 164,726 $9.02M 0.12% +50,507 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: 11,655 shares; 2024Q4: 11,741 shares; 2025Q1: 25,068 shares; 2025Q2: 21,312 shares; 2025Q3: 19,853 shares; 2025Q4: 48,485 shares 48,485 $8.99M 0.12% +28,632 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: 8,235 shares; 2024Q4: 7,570 shares; 2025Q1: 13,176 shares; 2025Q2: 9,549 shares; 2025Q3: 9,077 shares; 2025Q4: 58,592 shares 58,592 $8.98M 0.12% +49,515 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: 10,692 shares; 2024Q4: 10,706 shares; 2025Q1: 23,452 shares; 2025Q2: 10,292 shares; 2025Q3: 11,474 shares; 2025Q4: 33,639 shares 33,639 $8.91M 0.12% +22,165 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 8,314 shares; 2025Q1: 16,244 shares; 2025Q2: 16,627 shares; 2025Q3: 4,885 shares; 2025Q4: 31,083 shares 31,083 $8.87M 0.12% +26,198 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,475 shares; 2025Q2: 29,858 shares; 2025Q3: 38,862 shares; 2025Q4: 186,825 shares 186,825 $8.8M 0.12% +147,963 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: 21,053 shares; 2024Q4: 23,576 shares; 2025Q1: 43,533 shares; 2025Q2: 51,713 shares; 2025Q3: 28,568 shares; 2025Q4: 119,548 shares 119,548 $8.78M 0.12% +90,980 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 770 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 1,703 shares; 2025Q4: 13,313 shares 13,313 $8.7M 0.12% +11,610 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: 8,981 shares; 2024Q4: 18,764 shares; 2025Q1: 36,866 shares; 2025Q2: 22,110 shares; 2025Q3: 29,237 shares; 2025Q4: 46,943 shares 46,943 $8.65M 0.12% +17,706 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: 6,101 shares; 2024Q4: 7,409 shares; 2025Q1: 4,380 shares; 2025Q2: 6,304 shares; 2025Q3: 6,442 shares; 2025Q4: 12,870 shares 12,870 $8.53M 0.12% +6,428 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,439 shares; 2024Q4: 367,320 shares; 2025Q1: 346,659 shares; 2025Q2: 799,770 shares; 2025Q3: 408,896 shares; 2025Q4: 380,041 shares 380,041 $8.5M 0.11% -28,855 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: 6,327 shares; 2024Q4: 7,570 shares; 2025Q1: 13,954 shares; 2025Q2: 8,925 shares; 2025Q3: 16,558 shares; 2025Q4: 27,792 shares 27,792 $8.49M 0.11% +11,234 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,260 shares 44,260 $8.45M 0.11% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,701 shares; 2024Q4: 254,466 shares; 2025Q1: 189,532 shares; 2025Q2: 288,204 shares; 2025Q3: 104,928 shares; 2025Q4: 103,928 shares 103,928 $8.42M 0.11% -1,000 Timeline FTA 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: 122,566 shares; 2024Q4: 123,712 shares; 2025Q1: 113,398 shares; 2025Q2: 202,848 shares; 2025Q3: 98,318 shares; 2025Q4: 96,188 shares 96,188 $8.29M 0.11% -2,130 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181,147 shares 181,147 $8.28M 0.11% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,877 shares; 2024Q4: 15,280 shares; 2025Q1: 90,634 shares; 2025Q2: 99,218 shares; 2025Q3: 76,323 shares; 2025Q4: 100,968 shares 100,968 $8.25M 0.11% +24,645 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,132 shares; 2024Q4: 29,153 shares; 2025Q1: not reported; 2025Q2: 115,354 shares; 2025Q3: 55,823 shares; 2025Q4: 353,534 shares 353,534 $8.24M 0.11% +297,711 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: 19,293 shares; 2024Q4: 18,528 shares; 2025Q1: 34,846 shares; 2025Q2: 18,770 shares; 2025Q3: 23,566 shares; 2025Q4: 25,472 shares 25,472 $8.11M 0.11% +1,906 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 80,741 shares 80,741 $8.1M 0.11% +78,354 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,348 shares; 2025Q4: 116,561 shares 116,561 $8.09M 0.11% -2,787 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,178 shares; 2025Q2: 39,768 shares; 2025Q3: 48,683 shares; 2025Q4: 84,802 shares 84,802 $8.07M 0.11% +36,119 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,913 shares; 2024Q4: 75,770 shares; 2025Q1: 102,933 shares; 2025Q2: 81,971 shares; 2025Q3: 44,475 shares; 2025Q4: 41,604 shares 41,604 $8.05M 0.11% -2,871 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 335,016 shares; 2025Q2: 315,531 shares; 2025Q3: 314,287 shares; 2025Q4: 320,424 shares 320,424 $7.99M 0.11% +6,137 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,979 shares; 2025Q1: 6,686 shares; 2025Q2: 9,101 shares; 2025Q3: 20,379 shares; 2025Q4: 68,502 shares 68,502 $7.99M 0.11% +48,123 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,222 shares; 2024Q4: 31,676 shares; 2025Q1: 75,374 shares; 2025Q2: 36,742 shares; 2025Q3: 37,496 shares; 2025Q4: 43,497 shares 43,497 $7.94M 0.11% +6,001 Timeline DFGR 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: 174,368 shares; 2024Q4: 204,071 shares; 2025Q1: 221,538 shares; 2025Q2: 500,756 shares; 2025Q3: 271,612 shares; 2025Q4: 299,350 shares 299,350 $7.91M 0.11% +27,738 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,107 shares; 2024Q4: 246,898 shares; 2025Q1: 230,833 shares; 2025Q2: 556,890 shares; 2025Q3: 254,807 shares; 2025Q4: 219,727 shares 219,727 $7.8M 0.11% -35,080 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,503 shares; 2025Q4: 167,820 shares 167,820 $7.77M 0.1% +68,317 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,723 shares; 2025Q1: 4,092 shares; 2025Q2: 3,243 shares; 2025Q3: 7,840 shares; 2025Q4: 25,214 shares 25,214 $7.77M 0.1% +17,374 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,495 shares; 2024Q4: 33,677 shares; 2025Q1: 68,158 shares; 2025Q2: 67,025 shares; 2025Q3: 62,799 shares; 2025Q4: 276,993 shares 276,993 $7.76M 0.1% +214,194 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,713 shares; 2024Q4: 39,309 shares; 2025Q1: 78,728 shares; 2025Q2: 124,119 shares; 2025Q3: 122,413 shares; 2025Q4: 120,113 shares 120,113 $7.72M 0.1% -2,300 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: 5,520 shares; 2024Q4: 7,284 shares; 2025Q1: 12,161 shares; 2025Q2: 14,103 shares; 2025Q3: 13,508 shares; 2025Q4: 23,321 shares 23,321 $7.7M 0.1% +9,813 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: 3,313 shares; 2024Q4: 4,408 shares; 2025Q1: 8,746 shares; 2025Q2: 16,067 shares; 2025Q3: 17,659 shares; 2025Q4: 80,092 shares 80,092 $7.69M 0.1% +62,433 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,515 shares; 2025Q1: not reported; 2025Q2: 155,286 shares; 2025Q3: 18,505 shares; 2025Q4: 78,817 shares 78,817 $7.57M 0.1% +60,312 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,549 shares; 2025Q3: 59,120 shares; 2025Q4: 90,974 shares 90,974 $7.53M 0.1% +31,854 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,145 shares; 2025Q4: 180,859 shares 180,859 $7.53M 0.1% +130,714 Timeline DFEV 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: 163,389 shares; 2024Q4: 184,054 shares; 2025Q1: 202,881 shares; 2025Q2: 421,062 shares; 2025Q3: 219,693 shares; 2025Q4: 220,729 shares 220,729 $7.45M 0.1% +1,036 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,768 shares; 2025Q4: 245,943 shares 245,943 $7.43M 0.1% +29,175 Timeline DEHP 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: 173,366 shares; 2024Q4: 194,236 shares; 2025Q1: 217,061 shares; 2025Q2: 449,820 shares; 2025Q3: 230,478 shares; 2025Q4: 230,153 shares 230,153 $7.42M 0.1% -325 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: 19,507 shares; 2024Q4: 19,346 shares; 2025Q1: 133,676 shares; 2025Q2: 88,355 shares; 2025Q3: 87,785 shares; 2025Q4: 84,753 shares 84,753 $7.42M 0.1% -3,032 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,868 shares; 2024Q4: 234,595 shares; 2025Q1: 213,304 shares; 2025Q2: 433,164 shares; 2025Q3: 210,886 shares; 2025Q4: 204,781 shares 204,781 $7.42M 0.1% -6,105 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: 6,076 shares; 2024Q4: 21,965 shares; 2025Q1: 29,958 shares; 2025Q2: 28,742 shares; 2025Q3: 66,901 shares; 2025Q4: 133,153 shares 133,153 $7.32M 0.1% +66,252 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: 15,147 shares; 2024Q4: 13,842 shares; 2025Q1: 26,422 shares; 2025Q2: 15,265 shares; 2025Q3: 12,159 shares; 2025Q4: 27,760 shares 27,760 $7.29M 0.1% +15,601 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: 3,137 shares; 2024Q4: 3,750 shares; 2025Q1: 6,586 shares; 2025Q2: 4,988 shares; 2025Q3: 12,269 shares; 2025Q4: 26,806 shares 26,806 $7.27M 0.1% +14,537 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: not reported; 2024Q4: 9,845 shares; 2025Q1: not reported; 2025Q2: 6,955 shares; 2025Q3: 19,471 shares; 2025Q4: 34,549 shares 34,549 $7.27M 0.1% +15,078 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: not reported; 2024Q4: 1,333 shares; 2025Q1: 1,228 shares; 2025Q2: 12,251 shares; 2025Q3: 11,914 shares; 2025Q4: 19,641 shares 19,641 $7.27M 0.1% +7,727 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: 9,672 shares; 2024Q4: 12,126 shares; 2025Q1: 18,681 shares; 2025Q2: 8,387 shares; 2025Q3: 11,410 shares; 2025Q4: 34,422 shares 34,422 $7.18M 0.1% +23,012 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,532 shares; 2024Q4: 27,457 shares; 2025Q1: 50,926 shares; 2025Q2: 25,871 shares; 2025Q3: 56,469 shares; 2025Q4: 195,493 shares 195,493 $7.14M 0.1% +139,024 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,792 shares; 2024Q4: 97,541 shares; 2025Q1: 196,436 shares; 2025Q2: 97,996 shares; 2025Q3: 105,586 shares; 2025Q4: 118,985 shares 118,985 $7.14M 0.1% +13,399 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,006 shares; 2025Q3: 77,337 shares; 2025Q4: 737,339 shares 737,339 $7.12M 0.1% +660,002 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,336 shares; 2024Q4: 9,780 shares; 2025Q1: 18,149 shares; 2025Q2: 12,628 shares; 2025Q3: 11,517 shares; 2025Q4: 13,864 shares 13,864 $7.08M 0.1% +2,347 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,811 shares; 2024Q4: 92,329 shares; 2025Q1: 187,880 shares; 2025Q2: 112,499 shares; 2025Q3: 177,078 shares; 2025Q4: 399,843 shares 399,843 $7M 0.09% +222,765 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: 5,780 shares; 2024Q4: 8,158 shares; 2025Q1: 13,238 shares; 2025Q2: 18,613 shares; 2025Q3: 17,609 shares; 2025Q4: 30,485 shares 30,485 $6.98M 0.09% +12,876 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: 52,720 shares; 2024Q4: 52,811 shares; 2025Q1: 41,766 shares; 2025Q2: 33,818 shares; 2025Q3: 30,851 shares; 2025Q4: 65,880 shares 65,880 $6.93M 0.09% +35,029 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,742 shares; 2024Q4: 35,082 shares; 2025Q1: 24,336 shares; 2025Q2: 49,636 shares; 2025Q3: 24,308 shares; 2025Q4: 30,244 shares 30,244 $6.93M 0.09% +5,936 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,642 shares; 2025Q2: 63,216 shares; 2025Q3: 63,732 shares; 2025Q4: 64,707 shares 64,707 $6.9M 0.09% +975 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: 6,545 shares; 2024Q4: 14,417 shares; 2025Q1: 18,622 shares; 2025Q2: 43,740 shares; 2025Q3: 33,201 shares; 2025Q4: 36,607 shares 36,607 $6.79M 0.09% +3,406 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,569 shares; 2024Q4: 90,986 shares; 2025Q1: 190,260 shares; 2025Q2: 184,474 shares; 2025Q3: 155,248 shares; 2025Q4: 265,400 shares 265,400 $6.79M 0.09% +110,152 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: not reported; 2024Q4: 12,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 11,235 shares 11,235 $6.78M 0.09% +10,858 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,966 shares; 2024Q4: 95,130 shares; 2025Q1: 191,538 shares; 2025Q2: 95,601 shares; 2025Q3: 98,459 shares; 2025Q4: 96,620 shares 96,620 $6.77M 0.09% -1,839 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,562 shares 58,562 $6.75M 0.09% new Timeline FXH 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: 64,158 shares; 2024Q4: 64,683 shares; 2025Q1: 59,270 shares; 2025Q2: 124,184 shares; 2025Q3: 60,170 shares; 2025Q4: 58,819 shares 58,819 $6.69M 0.09% -1,351 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,313 shares; 2025Q3: 12,288 shares; 2025Q4: 447,652 shares 447,652 $6.69M 0.09% +435,364 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,706 shares; 2025Q2: 229,136 shares; 2025Q3: 140,525 shares; 2025Q4: 148,464 shares 148,464 $6.54M 0.09% +7,939 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: 26,009 shares; 2024Q4: 26,623 shares; 2025Q1: 46,036 shares; 2025Q2: 51,948 shares; 2025Q3: 59,896 shares; 2025Q4: 128,397 shares 128,397 $6.53M 0.09% +68,501 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: 12,986 shares; 2024Q4: 6,497 shares; 2025Q1: 18,686 shares; 2025Q2: 47,862 shares; 2025Q3: 42,788 shares; 2025Q4: 48,181 shares 48,181 $6.51M 0.09% +5,393 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,566 shares; 2025Q4: 221,803 shares 221,803 $6.4M 0.09% +27,237 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,131 shares; 2025Q1: 74,316 shares; 2025Q2: 42,866 shares; 2025Q3: 42,116 shares; 2025Q4: 48,282 shares 48,282 $6.33M 0.09% +6,166 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,842 shares; 2025Q4: 83,409 shares 83,409 $6.31M 0.09% +67,567 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,275 shares; 2024Q4: 39,870 shares; 2025Q1: 111,454 shares; 2025Q2: 84,526 shares; 2025Q3: 67,415 shares; 2025Q4: 110,747 shares 110,747 $6.27M 0.08% +43,332 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 9,016 shares; 2025Q1: 2,958 shares; 2025Q2: 3,761 shares; 2025Q3: 4,402 shares; 2025Q4: 19,282 shares 19,282 $6.25M 0.08% +14,880 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,672 shares; 2025Q3: 3,016 shares; 2025Q4: 31,964 shares 31,964 $6.24M 0.08% +28,948 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: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: 1,501 shares; 2025Q3: 7,710 shares; 2025Q4: 21,006 shares 21,006 $6.22M 0.08% +13,296 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: 6,778 shares; 2024Q4: 6,027 shares; 2025Q1: 11,201 shares; 2025Q2: 12,160 shares; 2025Q3: 11,845 shares; 2025Q4: 23,950 shares 23,950 $6.16M 0.08% +12,105 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,989 shares; 2025Q4: 138,406 shares 138,406 $6.16M 0.08% +24,417 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: 27,704 shares; 2024Q4: 29,371 shares; 2025Q1: 57,077 shares; 2025Q2: 29,461 shares; 2025Q3: 37,292 shares; 2025Q4: 35,285 shares 35,285 $6.12M 0.08% -2,007 Timeline CGSM 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: 111,959 shares; 2024Q4: 151,145 shares; 2025Q1: 160,723 shares; 2025Q2: 367,896 shares; 2025Q3: 219,067 shares; 2025Q4: 230,813 shares 230,813 $6.08M 0.08% +11,746 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,816 shares; 2025Q4: 77,025 shares 77,025 $6.07M 0.08% +14,209 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: 3,057 shares; 2024Q4: 2,214 shares; 2025Q1: 4,505 shares; 2025Q2: 38,557 shares; 2025Q3: 51,657 shares; 2025Q4: 66,403 shares 66,403 $6.06M 0.08% +14,746 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203,138 shares 203,138 $6.01M 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,240 shares; 2025Q3: 56,861 shares; 2025Q4: 140,357 shares 140,357 $5.99M 0.08% +83,496 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,409 shares; 2024Q4: 33,062 shares; 2025Q1: 30,474 shares; 2025Q2: 54,738 shares; 2025Q3: 26,552 shares; 2025Q4: 26,015 shares 26,015 $5.99M 0.08% -537 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 6,488 shares; 2025Q4: 21,456 shares 21,456 $5.98M 0.08% +14,968 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,958 shares; 2024Q4: 56,180 shares; 2025Q1: 106,350 shares; 2025Q2: 86,520 shares; 2025Q3: 102,057 shares; 2025Q4: 234,859 shares 234,859 $5.98M 0.08% +132,802 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: 6,199 shares; 2024Q4: 8,020 shares; 2025Q1: 12,896 shares; 2025Q2: 23,296 shares; 2025Q3: 20,880 shares; 2025Q4: 36,826 shares 36,826 $5.96M 0.08% +15,946 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,867 shares; 2024Q4: 132,921 shares; 2025Q1: 267,102 shares; 2025Q2: 133,402 shares; 2025Q3: 132,594 shares; 2025Q4: 127,575 shares 127,575 $5.93M 0.08% -5,019 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: 43,830 shares; 2024Q4: 42,936 shares; 2025Q1: 78,657 shares; 2025Q2: 45,526 shares; 2025Q3: 55,287 shares; 2025Q4: 61,845 shares 61,845 $5.9M 0.08% +6,558 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,524 shares; 2024Q4: 49,834 shares; 2025Q1: 112,988 shares; 2025Q2: 67,962 shares; 2025Q3: 61,547 shares; 2025Q4: 119,901 shares 119,901 $5.88M 0.08% +58,354 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,532 shares; 2024Q4: 6,991 shares; 2025Q1: 12,206 shares; 2025Q2: 11,202 shares; 2025Q3: 19,120 shares; 2025Q4: 48,800 shares 48,800 $5.84M 0.08% +29,680 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,261 shares; 2024Q4: 30,258 shares; 2025Q1: 60,732 shares; 2025Q2: 43,178 shares; 2025Q3: 37,675 shares; 2025Q4: 36,421 shares 36,421 $5.8M 0.08% -1,254 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: 1,598 shares; 2024Q4: 1,742 shares; 2025Q1: 4,229 shares; 2025Q2: 1,968 shares; 2025Q3: 4,286 shares; 2025Q4: 11,096 shares 11,096 $5.8M 0.08% +6,810 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,603 shares; 2025Q2: 270,054 shares; 2025Q3: 130,800 shares; 2025Q4: 127,886 shares 127,886 $5.76M 0.08% -2,914 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: 123,585 shares; 2024Q4: 130,231 shares; 2025Q1: 141,673 shares; 2025Q2: 304,746 shares; 2025Q3: 111,483 shares; 2025Q4: 129,319 shares 129,319 $5.75M 0.08% +17,836 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 4,973 shares; 2025Q1: 7,671 shares; 2025Q2: 5,396 shares; 2025Q3: 9,748 shares; 2025Q4: 30,867 shares 30,867 $5.73M 0.08% +21,119 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,594 shares; 2025Q2: 112,594 shares; 2025Q3: 63,079 shares; 2025Q4: 67,351 shares 67,351 $5.72M 0.08% +4,272 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,719 shares; 2025Q4: 31,827 shares 31,827 $5.65M 0.08% +7,108 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,464 shares; 2025Q3: 95,687 shares; 2025Q4: 92,535 shares 92,535 $5.62M 0.08% -3,152 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,449 shares; 2025Q4: 115,921 shares 115,921 $5.58M 0.08% -1,528 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,780 shares; 2024Q4: 35,088 shares; 2025Q1: 70,732 shares; 2025Q2: 48,636 shares; 2025Q3: 56,465 shares; 2025Q4: 114,997 shares 114,997 $5.57M 0.08% +58,532 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445,811 shares 445,811 $5.54M 0.07% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 6,224 shares; 2025Q1: 10,844 shares; 2025Q2: 8,517 shares; 2025Q3: 7,496 shares; 2025Q4: 8,898 shares 8,898 $5.54M 0.07% +1,402 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,710 shares; 2025Q3: 20,169 shares; 2025Q4: 66,102 shares 66,102 $5.53M 0.07% +45,933 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: 26,591 shares; 2024Q4: 26,235 shares; 2025Q1: 48,280 shares; 2025Q2: 22,635 shares; 2025Q3: 30,448 shares; 2025Q4: 199,995 shares 199,995 $5.5M 0.07% +169,547 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,983 shares; 2025Q4: 100,208 shares 100,208 $5.48M 0.07% +36,225 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: not reported; 2024Q4: not reported; 2025Q1: 17,616 shares; 2025Q2: 17,346 shares; 2025Q3: 16,957 shares; 2025Q4: 17,370 shares 17,370 $5.47M 0.07% +413 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: 13,988 shares; 2024Q4: 15,604 shares; 2025Q1: 29,814 shares; 2025Q2: 24,320 shares; 2025Q3: 21,019 shares; 2025Q4: 18,828 shares 18,828 $5.44M 0.07% -2,191 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,902 shares; 2024Q4: 173,152 shares; 2025Q1: 154,521 shares; 2025Q2: 323,000 shares; 2025Q3: 166,297 shares; 2025Q4: 196,036 shares 196,036 $5.43M 0.07% +29,739 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: 10,059 shares; 2024Q4: 13,123 shares; 2025Q1: 22,073 shares; 2025Q2: 46,518 shares; 2025Q3: 34,066 shares; 2025Q4: 43,161 shares 43,161 $5.41M 0.07% +9,095 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: 4,340 shares; 2024Q4: 4,656 shares; 2025Q1: 9,641 shares; 2025Q2: 4,942 shares; 2025Q3: 5,475 shares; 2025Q4: 6,117 shares 6,117 $5.38M 0.07% +642 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: 40,780 shares; 2024Q4: 37,499 shares; 2025Q1: 78,584 shares; 2025Q2: 40,802 shares; 2025Q3: 48,628 shares; 2025Q4: 98,532 shares 98,532 $5.3M 0.07% +49,904 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: 2,488 shares; 2024Q4: 3,571 shares; 2025Q1: 6,157 shares; 2025Q2: 11,592 shares; 2025Q3: 7,006 shares; 2025Q4: 15,572 shares 15,572 $5.24M 0.07% +8,566 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367,557 shares 367,557 $5.23M 0.07% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,088 shares; 2025Q3: 83,944 shares; 2025Q4: 84,860 shares 84,860 $5.21M 0.07% +916 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 9,649 shares; 2025Q1: 18,470 shares; 2025Q2: 7,373 shares; 2025Q3: 8,331 shares; 2025Q4: 11,606 shares 11,606 $5.2M 0.07% +3,275 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: 440 shares; 2025Q3: 7,680 shares; 2025Q4: 8,418 shares 8,418 $5.17M 0.07% +738 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,690 shares; 2025Q2: 484,363 shares; 2025Q3: 22,687 shares; 2025Q4: 62,651 shares 62,651 $5.09M 0.07% +39,964 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: 14,075 shares; 2024Q4: 13,705 shares; 2025Q1: 24,244 shares; 2025Q2: 8,759 shares; 2025Q3: 12,410 shares; 2025Q4: 35,368 shares 35,368 $5.08M 0.07% +22,958 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: 6,691 shares; 2024Q4: 6,564 shares; 2025Q1: 13,646 shares; 2025Q2: 7,263 shares; 2025Q3: 7,203 shares; 2025Q4: 47,510 shares 47,510 $5.01M 0.07% +40,307 Timeline SPTI 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: 436,161 shares; 2024Q4: 279,759 shares; 2025Q1: 671,334 shares; 2025Q2: 1,450,318 shares; 2025Q3: 752,025 shares; 2025Q4: 173,540 shares 173,540 $5M 0.07% -578,485 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,219 shares 22,219 $4.99M 0.07% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,830 shares; 2024Q4: 61,266 shares; 2025Q1: 125,976 shares; 2025Q2: 76,232 shares; 2025Q3: 71,845 shares; 2025Q4: 184,160 shares 184,160 $4.99M 0.07% +112,315 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,765 shares; 2025Q4: 58,114 shares 58,114 $4.98M 0.07% +10,349 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: 17,338 shares; 2024Q4: 19,003 shares; 2025Q1: 37,840 shares; 2025Q2: 23,387 shares; 2025Q3: 22,168 shares; 2025Q4: 21,847 shares 21,847 $4.98M 0.07% -321 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,699 shares; 2025Q1: 7,042 shares; 2025Q2: 3,745 shares; 2025Q3: 3,551 shares; 2025Q4: 7,373 shares 7,373 $4.97M 0.07% +3,822 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: 19,028 shares; 2024Q4: 19,227 shares; 2025Q1: 33,674 shares; 2025Q2: not reported; 2025Q3: 6,202 shares; 2025Q4: 49,742 shares 49,742 $4.93M 0.07% +43,540 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: 20,435 shares; 2024Q4: 18,826 shares; 2025Q1: 42,578 shares; 2025Q2: 21,275 shares; 2025Q3: 21,804 shares; 2025Q4: 20,428 shares 20,428 $4.91M 0.07% -1,376 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: 280,271 shares; 2024Q4: 281,365 shares; 2025Q1: 498,500 shares; 2025Q2: 457,832 shares; 2025Q3: 306,442 shares; 2025Q4: 417,677 shares 417,677 $4.9M 0.07% +111,235 Timeline QQEW 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: 37,111 shares; 2024Q4: 37,490 shares; 2025Q1: 34,271 shares; 2025Q2: 60,958 shares; 2025Q3: 29,402 shares; 2025Q4: 34,413 shares 34,413 $4.89M 0.07% +5,011 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,930 shares; 2024Q4: 295,618 shares; 2025Q1: 308,914 shares; 2025Q2: 444,581 shares; 2025Q3: 202,255 shares; 2025Q4: 48,071 shares 48,071 $4.89M 0.07% -154,184 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: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 4,842 shares; 2025Q3: 7,367 shares; 2025Q4: 14,917 shares 14,917 $4.88M 0.07% +7,550 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,337 shares; 2024Q4: 61,954 shares; 2025Q1: 127,248 shares; 2025Q2: 63,101 shares; 2025Q3: 68,302 shares; 2025Q4: 59,529 shares 59,529 $4.88M 0.07% -8,773 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,811 shares; 2024Q4: 41,872 shares; 2025Q1: 86,940 shares; 2025Q2: 59,087 shares; 2025Q3: 68,862 shares; 2025Q4: 120,052 shares 120,052 $4.85M 0.07% +51,190 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,061 shares; 2025Q4: 69,264 shares 69,264 $4.81M 0.06% +56,203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,798 shares; 2025Q4: 60,003 shares 60,003 $4.79M 0.06% +6,205 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: 32,747 shares; 2024Q4: 32,582 shares; 2025Q1: 64,268 shares; 2025Q2: 27,695 shares; 2025Q3: 20,766 shares; 2025Q4: 23,359 shares 23,359 $4.79M 0.06% +2,593 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 3,098 shares; 2025Q1: 2,851 shares; 2025Q2: 4,444 shares; 2025Q3: 15,768 shares; 2025Q4: 34,213 shares 34,213 $4.76M 0.06% +18,445 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: 8,048 shares; 2024Q4: 7,530 shares; 2025Q1: 14,466 shares; 2025Q2: 7,712 shares; 2025Q3: 9,315 shares; 2025Q4: 27,779 shares 27,779 $4.75M 0.06% +18,464 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,459 shares 186,459 $4.72M 0.06% new 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: 8,781 shares; 2024Q4: 9,385 shares; 2025Q1: 18,402 shares; 2025Q2: 9,487 shares; 2025Q3: 12,331 shares; 2025Q4: 16,147 shares 16,147 $4.68M 0.06% +3,816 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,779 shares; 2024Q4: 32,736 shares; 2025Q1: 62,884 shares; 2025Q2: 29,109 shares; 2025Q3: 29,220 shares; 2025Q4: 28,950 shares 28,950 $4.67M 0.06% -270 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173,521 shares; 2025Q2: 133,966 shares; 2025Q3: 140,905 shares; 2025Q4: 64,972 shares 64,972 $4.64M 0.06% -75,933 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 9,067 shares 9,067 $4.63M 0.06% +8,517 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: 42,358 shares; 2024Q4: 42,411 shares; 2025Q1: 85,006 shares; 2025Q2: 45,956 shares; 2025Q3: 52,974 shares; 2025Q4: 79,424 shares 79,424 $4.58M 0.06% +26,450 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: 6,138 shares; 2024Q4: 9,598 shares; 2025Q1: 8,740 shares; 2025Q2: 8,617 shares; 2025Q3: 6,270 shares; 2025Q4: 7,877 shares 7,877 $4.57M 0.06% +1,607 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,219 shares 23,219 $4.57M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,437 shares; 2025Q4: 38,194 shares 38,194 $4.56M 0.06% +32,757 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,231 shares 236,231 $4.48M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 1,390 shares; 2025Q3: 5,125 shares; 2025Q4: 5,918 shares 5,918 $4.46M 0.06% +793 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,777 shares; 2025Q4: 145,608 shares 145,608 $4.44M 0.06% +3,831 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: 55,513 shares; 2024Q4: 61,679 shares; 2025Q1: 136,898 shares; 2025Q2: 97,223 shares; 2025Q3: 63,774 shares; 2025Q4: 127,594 shares 127,594 $4.43M 0.06% +63,820 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292,115 shares; 2025Q2: 223,822 shares; 2025Q3: 184,904 shares; 2025Q4: 72,798 shares 72,798 $4.43M 0.06% -112,106 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 22,701 shares; 2025Q1: 32,183 shares; 2025Q2: 38,965 shares; 2025Q3: 31,493 shares; 2025Q4: 60,054 shares 60,054 $4.42M 0.06% +28,561 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 4,752 shares; 2025Q1: 1,978 shares; 2025Q2: not reported; 2025Q3: 2,911 shares; 2025Q4: 22,775 shares 22,775 $4.42M 0.06% +19,864 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: not reported; 2024Q4: not reported; 2025Q1: 13,832 shares; 2025Q2: 6,701 shares; 2025Q3: 93,310 shares; 2025Q4: 46,939 shares 46,939 $4.42M 0.06% -46,371 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,182 shares; 2024Q4: 295,539 shares; 2025Q1: 293,400 shares; 2025Q2: 615,294 shares; 2025Q3: 274,440 shares; 2025Q4: 270,668 shares 270,668 $4.41M 0.06% -3,772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297,887 shares 297,887 $4.41M 0.06% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,062 shares; 2024Q4: 20,015 shares; 2025Q1: 38,678 shares; 2025Q2: 17,881 shares; 2025Q3: 17,951 shares; 2025Q4: 17,019 shares 17,019 $4.4M 0.06% -932 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,489 shares; 2025Q3: 3,114 shares; 2025Q4: 24,357 shares 24,357 $4.39M 0.06% +21,243 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 693 shares; 2025Q1: 4,966 shares; 2025Q2: 9,855 shares; 2025Q3: 7,499 shares; 2025Q4: 9,423 shares 9,423 $4.39M 0.06% +1,924 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,895 shares; 2025Q4: 54,861 shares 54,861 $4.35M 0.06% +32,966 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,012 shares; 2025Q2: 8,364 shares; 2025Q3: 42,218 shares; 2025Q4: 54,471 shares 54,471 $4.34M 0.06% +12,253 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,607 shares; 2024Q4: 456,220 shares; 2025Q1: 846,594 shares; 2025Q2: 547,840 shares; 2025Q3: 465,187 shares; 2025Q4: 817,225 shares 817,225 $4.33M 0.06% +352,038 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,451 shares 23,451 $4.33M 0.06% new 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: 64,334 shares; 2024Q4: 73,095 shares; 2025Q1: 109,292 shares; 2025Q2: 243,960 shares; 2025Q3: 38,227 shares; 2025Q4: 47,894 shares 47,894 $4.31M 0.06% +9,667 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: 40,272 shares; 2024Q4: 33,414 shares; 2025Q1: 72,314 shares; 2025Q2: 42,432 shares; 2025Q3: 54,871 shares; 2025Q4: 50,924 shares 50,924 $4.29M 0.06% -3,947 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,290 shares; 2024Q4: 40,700 shares; 2025Q1: 81,914 shares; 2025Q2: 41,600 shares; 2025Q3: 50,294 shares; 2025Q4: 47,475 shares 47,475 $4.27M 0.06% -2,819 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,046 shares; 2024Q4: 19,931 shares; 2025Q1: 39,930 shares; 2025Q2: 23,614 shares; 2025Q3: 19,809 shares; 2025Q4: 19,387 shares 19,387 $4.21M 0.06% -422 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,176 shares; 2024Q4: 122,718 shares; 2025Q1: 258,640 shares; 2025Q2: 136,337 shares; 2025Q3: 124,041 shares; 2025Q4: 110,195 shares 110,195 $4.21M 0.06% -13,846 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,225 shares; 2025Q2: 49,863 shares; 2025Q3: 38,839 shares; 2025Q4: 90,005 shares 90,005 $4.19M 0.06% +51,166 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 14,298 shares; 2025Q4: 20,003 shares 20,003 $4.18M 0.06% +5,705 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,984 shares 33,984 $4.18M 0.06% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 9,069 shares; 2025Q1: 17,398 shares; 2025Q2: 12,628 shares; 2025Q3: 12,081 shares; 2025Q4: 12,724 shares 12,724 $4.15M 0.06% +643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,853 shares; 2025Q4: 51,023 shares 51,023 $4.15M 0.06% +44,170 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: 11,257 shares; 2024Q4: 11,640 shares; 2025Q1: 23,308 shares; 2025Q2: 11,602 shares; 2025Q3: 11,794 shares; 2025Q4: 12,300 shares 12,300 $4.14M 0.06% +506 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: not reported; 2024Q4: not reported; 2025Q1: 39,509 shares; 2025Q2: 100,296 shares; 2025Q3: 43,265 shares; 2025Q4: 46,164 shares 46,164 $4.13M 0.06% +2,899 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,739 shares; 2024Q4: 102,928 shares; 2025Q1: 91,056 shares; 2025Q2: 197,597 shares; 2025Q3: 117,249 shares; 2025Q4: 129,990 shares 129,990 $4.12M 0.06% +12,741 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,429 shares; 2025Q3: 22,524 shares; 2025Q4: 38,697 shares 38,697 $4.12M 0.06% +16,173 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: 2,255 shares; 2024Q4: 3,607 shares; 2025Q1: 10,238 shares; 2025Q2: 4,606 shares; 2025Q3: 12,520 shares; 2025Q4: 17,815 shares 17,815 $4.12M 0.06% +5,295 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,329 shares; 2024Q4: 5,818 shares; 2025Q1: 12,082 shares; 2025Q2: 7,473 shares; 2025Q3: 9,484 shares; 2025Q4: 8,750 shares 8,750 $4.11M 0.06% -734 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,618 shares 50,618 $4.09M 0.06% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,048 shares; 2025Q1: 3,291 shares; 2025Q2: 8,093 shares; 2025Q3: 3,177 shares; 2025Q4: 9,618 shares 9,618 $4.06M 0.05% +6,441 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: 15,844 shares; 2024Q4: 18,056 shares; 2025Q1: 33,458 shares; 2025Q2: 15,481 shares; 2025Q3: 15,543 shares; 2025Q4: 14,674 shares 14,674 $4.05M 0.05% -869 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,198 shares; 2025Q3: 33,684 shares; 2025Q4: 39,138 shares 39,138 $4.01M 0.05% +5,454 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,207 shares 12,207 $4.01M 0.05% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,246 shares; 2024Q4: 375,291 shares; 2025Q1: 311,882 shares; 2025Q2: 638,342 shares; 2025Q3: 297,566 shares; 2025Q4: 443,927 shares 443,927 $3.99M 0.05% +146,361 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,395 shares; 2024Q4: 12,844 shares; 2025Q1: 25,770 shares; 2025Q2: 8,370 shares; 2025Q3: 8,437 shares; 2025Q4: 8,147 shares 8,147 $3.96M 0.05% -290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,848 shares; 2025Q4: 123,775 shares 123,775 $3.95M 0.05% +13,927 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,773 shares; 2025Q3: not reported; 2025Q4: 48,928 shares 48,928 $3.95M 0.05% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,292 shares; 2025Q2: 30,934 shares; 2025Q3: 14,967 shares; 2025Q4: 14,646 shares 14,646 $3.94M 0.05% -321 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,636 shares; 2025Q4: 40,101 shares 40,101 $3.94M 0.05% +10,465 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: 34,780 shares; 2024Q4: 39,719 shares; 2025Q1: 88,590 shares; 2025Q2: 63,739 shares; 2025Q3: 71,725 shares; 2025Q4: 66,984 shares 66,984 $3.92M 0.05% -4,741 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,705 shares 48,705 $3.92M 0.05% new Timeline SPTS 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: 29,268 shares; 2024Q4: 29,438 shares; 2025Q1: not reported; 2025Q2: 85,922 shares; 2025Q3: 44,774 shares; 2025Q4: 133,740 shares 133,740 $3.92M 0.05% +88,966 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: 5,342 shares; 2024Q4: 5,375 shares; 2025Q1: 10,252 shares; 2025Q2: 5,273 shares; 2025Q3: 6,564 shares; 2025Q4: 6,867 shares 6,867 $3.92M 0.05% +303 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,543 shares; 2025Q3: not reported; 2025Q4: 49,764 shares 49,764 $3.91M 0.05% new Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,942 shares; 2025Q4: 187,300 shares 187,300 $3.85M 0.05% +26,358 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: 566 shares; 2024Q4: 1,069 shares; 2025Q1: 1,380 shares; 2025Q2: 1,784 shares; 2025Q3: 9,835 shares; 2025Q4: 9,007 shares 9,007 $3.84M 0.05% -828 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,791 shares; 2025Q3: 3,207 shares; 2025Q4: 47,685 shares 47,685 $3.82M 0.05% +44,478 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 7,636 shares; 2025Q1: 20,642 shares; 2025Q2: 22,366 shares; 2025Q3: 18,328 shares; 2025Q4: 49,262 shares 49,262 $3.81M 0.05% +30,934 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,952 shares 81,952 $3.8M 0.05% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,502 shares; 2024Q4: 55,409 shares; 2025Q1: 96,316 shares; 2025Q2: 51,623 shares; 2025Q3: 54,157 shares; 2025Q4: 55,106 shares 55,106 $3.79M 0.05% +949 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,949 shares; 2025Q3: 48,915 shares; 2025Q4: 48,323 shares 48,323 $3.79M 0.05% -592 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,551 shares; 2025Q4: 207,308 shares 207,308 $3.78M 0.05% +20,757 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,024 shares 9,024 $3.76M 0.05% new 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: 20,972 shares; 2024Q4: 20,921 shares; 2025Q1: 41,239 shares; 2025Q2: 20,646 shares; 2025Q3: 18,675 shares; 2025Q4: 15,226 shares 15,226 $3.76M 0.05% -3,449 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,190 shares 123,190 $3.75M 0.05% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,148 shares; 2025Q2: 25,350 shares; 2025Q3: 26,985 shares; 2025Q4: 122,813 shares 122,813 $3.75M 0.05% +95,828 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,524 shares; 2025Q4: 103,400 shares 103,400 $3.75M 0.05% +94,876 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: not reported; 2024Q4: 9,207 shares; 2025Q1: 9,184 shares; 2025Q2: 42,048 shares; 2025Q3: 41,368 shares; 2025Q4: 39,794 shares 39,794 $3.71M 0.05% -1,574 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: not reported; 2024Q4: not reported; 2025Q1: 21,227 shares; 2025Q2: 14,386 shares; 2025Q3: 20,466 shares; 2025Q4: 10,770 shares 10,770 $3.69M 0.05% -9,696 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,180 shares; 2024Q4: 34,153 shares; 2025Q1: 23,960 shares; 2025Q2: 47,522 shares; 2025Q3: 41,157 shares; 2025Q4: 95,597 shares 95,597 $3.66M 0.05% +54,440 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: 579 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 566 shares; 2025Q3: 506 shares; 2025Q4: 1,810 shares 1,810 $3.65M 0.05% +1,304 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 487 shares; 2025Q1: not reported; 2025Q2: 1,544 shares; 2025Q3: 2,045 shares; 2025Q4: 5,358 shares 5,358 $3.62M 0.05% +3,313 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,662 shares; 2024Q4: 30,048 shares; 2025Q1: 63,800 shares; 2025Q2: 31,663 shares; 2025Q3: 30,353 shares; 2025Q4: 35,256 shares 35,256 $3.62M 0.05% +4,903 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,721 shares; 2025Q3: 3,119 shares; 2025Q4: 35,509 shares 35,509 $3.59M 0.05% +32,390 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,165 shares; 2025Q1: 2,182 shares; 2025Q2: 11,683 shares; 2025Q3: 13,292 shares; 2025Q4: 11,480 shares 11,480 $3.58M 0.05% -1,812 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: 10,245 shares; 2024Q4: 30,594 shares; 2025Q1: 53,388 shares; 2025Q2: 42,056 shares; 2025Q3: 27,951 shares; 2025Q4: 28,339 shares 28,339 $3.57M 0.05% +388 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,739 shares; 2024Q4: 19,914 shares; 2025Q1: 49,594 shares; 2025Q2: 27,240 shares; 2025Q3: 28,869 shares; 2025Q4: 41,275 shares 41,275 $3.56M 0.05% +12,406 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: 6,139 shares; 2024Q4: 5,793 shares; 2025Q1: 12,388 shares; 2025Q2: 8,763 shares; 2025Q3: 9,428 shares; 2025Q4: 7,822 shares 7,822 $3.55M 0.05% -1,606 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,474 shares; 2024Q4: 24,418 shares; 2025Q1: 47,104 shares; 2025Q2: 21,788 shares; 2025Q3: 21,873 shares; 2025Q4: 20,670 shares 20,670 $3.53M 0.05% -1,203 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,440 shares 44,440 $3.52M 0.05% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,311 shares; 2025Q4: 75,393 shares 75,393 $3.5M 0.05% -918 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,998 shares; 2025Q4: 54,563 shares 54,563 $3.49M 0.05% +1,565 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740 shares; 2025Q3: 1,085 shares; 2025Q4: 8,778 shares 8,778 $3.49M 0.05% +7,693 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,971 shares; 2024Q4: 51,852 shares; 2025Q1: 99,608 shares; 2025Q2: 46,098 shares; 2025Q3: 46,246 shares; 2025Q4: 43,632 shares 43,632 $3.48M 0.05% -2,614 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,482 shares; 2024Q4: 13,384 shares; 2025Q1: not reported; 2025Q2: 7,186 shares; 2025Q3: 2,522 shares; 2025Q4: 15,988 shares 15,988 $3.47M 0.05% +13,466 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 7,106 shares 7,106 $3.47M 0.05% +3,766 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,549 shares; 2024Q4: 34,584 shares; 2025Q1: 88,472 shares; 2025Q2: 49,795 shares; 2025Q3: 50,420 shares; 2025Q4: 89,788 shares 89,788 $3.46M 0.05% +39,368 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,533 shares; 2025Q1: 63,288 shares; 2025Q2: 32,039 shares; 2025Q3: 32,777 shares; 2025Q4: 31,492 shares 31,492 $3.45M 0.05% -1,285 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,090 shares; 2024Q4: 17,526 shares; 2025Q1: 43,914 shares; 2025Q2: 27,446 shares; 2025Q3: 73,648 shares; 2025Q4: 138,531 shares 138,531 $3.44M 0.05% +64,883 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 17,217 shares; 2025Q1: 23,830 shares; 2025Q2: 48,092 shares; 2025Q3: 25,389 shares; 2025Q4: 26,126 shares 26,126 $3.43M 0.05% +737 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,290 shares; 2025Q3: 47,760 shares; 2025Q4: 83,626 shares 83,626 $3.41M 0.05% +35,866 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,747 shares; 2024Q4: 62,420 shares; 2025Q1: 99,997 shares; 2025Q2: 148,193 shares; 2025Q3: 68,712 shares; 2025Q4: 335,837 shares 335,837 $3.4M 0.05% +267,125 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 26,007 shares; 2025Q1: 65,308 shares; 2025Q2: 32,627 shares; 2025Q3: 34,133 shares; 2025Q4: 33,410 shares 33,410 $3.39M 0.05% -723 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,578 shares; 2025Q4: 83,096 shares 83,096 $3.38M 0.05% -482 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,322 shares; 2025Q4: 56,935 shares 56,935 $3.38M 0.05% -9,387 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,878 shares; 2024Q4: 23,830 shares; 2025Q1: 45,286 shares; 2025Q2: 19,739 shares; 2025Q3: 19,550 shares; 2025Q4: 38,207 shares 38,207 $3.37M 0.05% +18,657 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,905 shares; 2024Q4: 138,799 shares; 2025Q1: 43,559 shares; 2025Q2: 75,868 shares; 2025Q3: 38,075 shares; 2025Q4: 51,810 shares 51,810 $3.37M 0.05% +13,735 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,979 shares; 2024Q4: 20,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,358 shares 109,358 $3.37M 0.05% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,070 shares; 2025Q4: 29,268 shares 29,268 $3.35M 0.05% -2,802 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,131 shares; 2025Q4: 122,141 shares 122,141 $3.35M 0.05% +31,010 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,888 shares; 2025Q1: 11,085 shares; 2025Q2: 6,104 shares; 2025Q3: 5,649 shares; 2025Q4: 6,552 shares 6,552 $3.35M 0.05% +903 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: 68 shares; 2024Q4: 93 shares; 2025Q1: 196 shares; 2025Q2: 603 shares; 2025Q3: 221 shares; 2025Q4: 624 shares 624 $3.34M 0.05% +403 Timeline IGRO 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: 470,797 shares; 2024Q4: 462,077 shares; 2025Q1: 362,366 shares; 2025Q2: 533,814 shares; 2025Q3: 269,718 shares; 2025Q4: 40,350 shares 40,350 $3.34M 0.05% -229,368 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,633 shares; 2024Q4: 48,490 shares; 2025Q1: 93,720 shares; 2025Q2: 50,121 shares; 2025Q3: 50,314 shares; 2025Q4: 41,849 shares 41,849 $3.29M 0.04% -8,465 Timeline FTC 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: 22,796 shares; 2024Q4: 23,103 shares; 2025Q1: 21,193 shares; 2025Q2: 38,022 shares; 2025Q3: 18,432 shares; 2025Q4: 20,601 shares 20,601 $3.29M 0.04% +2,169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,377 shares; 2025Q4: 21,221 shares 21,221 $3.29M 0.04% +15,844 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 1,539 shares; 2025Q2: 1,494 shares; 2025Q3: 1,413 shares; 2025Q4: 16,855 shares 16,855 $3.29M 0.04% +15,442 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,872 shares; 2025Q4: 37,100 shares 37,100 $3.28M 0.04% +15,228 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,969 shares 28,969 $3.27M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,035 shares 71,035 $3.27M 0.04% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 666 shares; 2025Q3: 364 shares; 2025Q4: 3,851 shares 3,851 $3.24M 0.04% +3,487 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: 94,520 shares; 2024Q4: 120,684 shares; 2025Q1: 80,432 shares; 2025Q2: 153,340 shares; 2025Q3: 70,447 shares; 2025Q4: 93,887 shares 93,887 $3.24M 0.04% +23,440 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 21,149 shares; 2025Q1: 42,758 shares; 2025Q2: 30,802 shares; 2025Q3: 17,891 shares; 2025Q4: 50,368 shares 50,368 $3.23M 0.04% +32,477 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,069 shares 13,069 $3.22M 0.04% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,794 shares; 2024Q4: 39,752 shares; 2025Q1: 80,664 shares; 2025Q2: 85,807 shares; 2025Q3: 81,025 shares; 2025Q4: 79,733 shares 79,733 $3.2M 0.04% -1,292 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 1,507 shares; 2025Q4: 7,579 shares 7,579 $3.2M 0.04% +6,072 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,192 shares 27,192 $3.19M 0.04% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229,296 shares; 2025Q4: 247,477 shares 247,477 $3.19M 0.04% +18,181 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 2,890 shares; 2025Q1: 5,814 shares; 2025Q2: 3,885 shares; 2025Q3: 3,081 shares; 2025Q4: 10,750 shares 10,750 $3.18M 0.04% +7,669 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,772 shares; 2024Q4: 102,052 shares; 2025Q1: 95,361 shares; 2025Q2: 189,644 shares; 2025Q3: 97,311 shares; 2025Q4: 89,324 shares 89,324 $3.18M 0.04% -7,987 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: 11,743 shares; 2024Q4: 10,538 shares; 2025Q1: 14,778 shares; 2025Q2: 16,444 shares; 2025Q3: 25,373 shares; 2025Q4: 24,829 shares 24,829 $3.17M 0.04% -544 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,576 shares; 2024Q4: 137,367 shares; 2025Q1: 96,205 shares; 2025Q2: 177,212 shares; 2025Q3: 89,248 shares; 2025Q4: 74,260 shares 74,260 $3.13M 0.04% -14,988 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 734 shares; 2025Q3: not reported; 2025Q4: 7,768 shares 7,768 $3.13M 0.04% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,914 shares 9,914 $3.12M 0.04% new Timeline FXO 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: 114,064 shares; 2024Q4: 115,292 shares; 2025Q1: 227,132 shares; 2025Q2: 372,412 shares; 2025Q3: 180,388 shares; 2025Q4: 51,518 shares 51,518 $3.11M 0.04% -128,870 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,488 shares; 2025Q3: 17,427 shares; 2025Q4: 27,220 shares 27,220 $3.1M 0.04% +9,793 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,839 shares; 2024Q4: 13,954 shares; 2025Q1: 74,250 shares; 2025Q2: 37,147 shares; 2025Q3: 35,391 shares; 2025Q4: 26,497 shares 26,497 $3.09M 0.04% -8,894 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 6,603 shares 6,603 $3.08M 0.04% +4,757 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,340 shares; 2025Q3: not reported; 2025Q4: 91,053 shares 91,053 $3.08M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,385 shares; 2025Q4: 65,401 shares 65,401 $3.08M 0.04% +13,016 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,258 shares; 2025Q2: 175,944 shares; 2025Q3: 244,473 shares; 2025Q4: 93,809 shares 93,809 $3.06M 0.04% -150,664 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: 3,633 shares; 2024Q4: 3,261 shares; 2025Q1: 6,448 shares; 2025Q2: 2,709 shares; 2025Q3: 15,470 shares; 2025Q4: 20,775 shares 20,775 $3.05M 0.04% +5,305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,024 shares; 2025Q4: 25,698 shares 25,698 $3.03M 0.04% +14,674 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,182 shares; 2025Q1: 9,694 shares; 2025Q2: 27,314 shares; 2025Q3: 26,906 shares; 2025Q4: 32,287 shares 32,287 $3.02M 0.04% +5,381 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,716 shares; 2025Q4: 79,588 shares 79,588 $3.01M 0.04% +36,872 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,382 shares 43,382 $3.01M 0.04% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,176 shares; 2024Q4: 34,098 shares; 2025Q1: 65,720 shares; 2025Q2: 30,411 shares; 2025Q3: 30,521 shares; 2025Q4: 36,660 shares 36,660 $3M 0.04% +6,139 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,298 shares; 2025Q2: 106,230 shares; 2025Q3: 59,888 shares; 2025Q4: 63,920 shares 63,920 $2.99M 0.04% +4,032 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 253,152 shares 253,152 $2.98M 0.04% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: 2,978 shares; 2025Q2: 2,550 shares; 2025Q3: 2,572 shares; 2025Q4: 24,416 shares 24,416 $2.97M 0.04% +21,844 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,064 shares; 2024Q4: 13,542 shares; 2025Q1: 31,008 shares; 2025Q2: 15,506 shares; 2025Q3: 17,314 shares; 2025Q4: 12,980 shares 12,980 $2.97M 0.04% -4,334 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: 2,596 shares; 2024Q4: 2,344 shares; 2025Q1: 4,504 shares; 2025Q2: 4,065 shares; 2025Q3: 4,587 shares; 2025Q4: 6,329 shares 6,329 $2.97M 0.04% +1,742 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 6,044 shares 6,044 $2.96M 0.04% +3,824 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,862 shares; 2025Q3: not reported; 2025Q4: 189,574 shares 189,574 $2.96M 0.04% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,561 shares 22,561 $2.95M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,440 shares; 2025Q3: 985 shares; 2025Q4: 11,427 shares 11,427 $2.95M 0.04% +10,442 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 7,814 shares; 2025Q1: 11,968 shares; 2025Q2: 7,470 shares; 2025Q3: 17,849 shares; 2025Q4: 37,390 shares 37,390 $2.95M 0.04% +19,541 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 2,829 shares; 2025Q1: 5,494 shares; 2025Q2: 2,385 shares; 2025Q3: 2,027 shares; 2025Q4: 10,241 shares 10,241 $2.94M 0.04% +8,214 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,698 shares; 2025Q2: 10,782 shares; 2025Q3: 13,779 shares; 2025Q4: 40,643 shares 40,643 $2.93M 0.04% +26,864 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,290 shares; 2025Q3: 1,135 shares; 2025Q4: 16,876 shares 16,876 $2.93M 0.04% +15,741 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: 59,854 shares; 2024Q4: 59,669 shares; 2025Q1: 55,619 shares; 2025Q2: 54,322 shares; 2025Q3: 26,875 shares; 2025Q4: 26,558 shares 26,558 $2.93M 0.04% -317 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,700 shares 44,700 $2.92M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,361 shares; 2025Q3: 5,836 shares; 2025Q4: 11,372 shares 11,372 $2.92M 0.04% +5,536 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,198 shares 110,198 $2.9M 0.04% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: 20,441 shares; 2025Q4: 30,166 shares 30,166 $2.9M 0.04% +9,725 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,320 shares 28,320 $2.89M 0.04% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 11,734 shares; 2025Q1: 20,514 shares; 2025Q2: 43,108 shares; 2025Q3: 28,288 shares; 2025Q4: 21,242 shares 21,242 $2.88M 0.04% -7,046 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: not reported; 2024Q4: 2,291 shares; 2025Q1: 2,007 shares; 2025Q2: 3,096 shares; 2025Q3: 3,086 shares; 2025Q4: 27,386 shares 27,386 $2.88M 0.04% +24,300 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,831 shares; 2025Q4: 69,202 shares 69,202 $2.87M 0.04% +40,371 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 39,927 shares 39,927 $2.86M 0.04% +36,856 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,783 shares; 2024Q4: 25,907 shares; 2025Q1: 54,354 shares; 2025Q2: 27,065 shares; 2025Q3: 27,121 shares; 2025Q4: 25,386 shares 25,386 $2.85M 0.04% -1,735 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,477 shares; 2024Q4: 126,187 shares; 2025Q1: 121,246 shares; 2025Q2: 272,864 shares; 2025Q3: 140,726 shares; 2025Q4: 131,170 shares 131,170 $2.83M 0.04% -9,556 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,744 shares; 2025Q1: 7,726 shares; 2025Q2: 12,789 shares; 2025Q3: 8,306 shares; 2025Q4: 77,516 shares 77,516 $2.81M 0.04% +69,210 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,436 shares; 2025Q4: 10,839 shares 10,839 $2.81M 0.04% -597 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,899 shares 143,899 $2.81M 0.04% new 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: 1,454 shares; 2024Q4: 4,406 shares; 2025Q1: 8,925 shares; 2025Q2: 11,543 shares; 2025Q3: 9,359 shares; 2025Q4: 7,845 shares 7,845 $2.77M 0.04% -1,514 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 5,752 shares; 2025Q1: 12,164 shares; 2025Q2: 6,054 shares; 2025Q3: 7,392 shares; 2025Q4: 6,417 shares 6,417 $2.75M 0.04% -975 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,492 shares; 2025Q2: 18,839 shares; 2025Q3: 19,044 shares; 2025Q4: 102,495 shares 102,495 $2.73M 0.04% +83,451 Timeline JHMM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,811 shares; 2025Q4: 41,727 shares 41,727 $2.73M 0.04% +17,916 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: not reported; 2024Q4: not reported; 2025Q1: 22,375 shares; 2025Q2: 56,344 shares; 2025Q3: 44,242 shares; 2025Q4: 47,177 shares 47,177 $2.73M 0.04% +2,935 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 3,054 shares; 2025Q1: 4,976 shares; 2025Q2: 2,487 shares; 2025Q3: 6,160 shares; 2025Q4: 8,730 shares 8,730 $2.73M 0.04% +2,570 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,122 shares 6,122 $2.73M 0.04% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,303 shares 22,303 $2.72M 0.04% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,107 shares; 2025Q3: 43,399 shares; 2025Q4: 35,732 shares 35,732 $2.71M 0.04% -7,667 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,615 shares; 2025Q4: 94,356 shares 94,356 $2.71M 0.04% +74,741 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,946 shares; 2024Q4: 13,663 shares; 2025Q1: 29,092 shares; 2025Q2: 15,151 shares; 2025Q3: 14,593 shares; 2025Q4: 11,126 shares 11,126 $2.7M 0.04% -3,467 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,812 shares; 2025Q4: 30,099 shares 30,099 $2.69M 0.04% +17,287 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,392 shares; 2025Q1: 2,898 shares; 2025Q2: 1,529 shares; 2025Q3: 1,584 shares; 2025Q4: 8,380 shares 8,380 $2.68M 0.04% +6,796 Timeline SCHP 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: 56,394 shares; 2024Q4: 115,638 shares; 2025Q1: 109,632 shares; 2025Q2: 283,610 shares; 2025Q3: 129,895 shares; 2025Q4: 101,101 shares 101,101 $2.68M 0.04% -28,794 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,779 shares; 2024Q4: 611,767 shares; 2025Q1: 413,725 shares; 2025Q2: 887,650 shares; 2025Q3: 373,228 shares; 2025Q4: 355,749 shares 355,749 $2.68M 0.04% -17,479 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 4,662 shares 4,662 $2.67M 0.04% +3,402 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,871 shares; 2024Q4: 6,815 shares; 2025Q1: 13,626 shares; 2025Q2: 6,462 shares; 2025Q3: 8,317 shares; 2025Q4: 14,454 shares 14,454 $2.67M 0.04% +6,137 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,697 shares; 2025Q4: 52,564 shares 52,564 $2.66M 0.04% +28,867 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,562 shares; 2024Q4: 12,533 shares; 2025Q1: 48,328 shares; 2025Q2: 29,852 shares; 2025Q3: 29,966 shares; 2025Q4: 41,493 shares 41,493 $2.65M 0.04% +11,527 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: not reported; 2024Q4: 3,392 shares; 2025Q1: 3,099 shares; 2025Q2: not reported; 2025Q3: 5,526 shares; 2025Q4: 35,649 shares 35,649 $2.63M 0.04% +30,123 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,755 shares; 2025Q2: 104,484 shares; 2025Q3: 67,366 shares; 2025Q4: 53,984 shares 53,984 $2.63M 0.04% -13,382 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: 3,582 shares; 2025Q2: 1,577 shares; 2025Q3: 1,292 shares; 2025Q4: 6,721 shares 6,721 $2.61M 0.04% +5,429 Timeline