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: 32,283 shares; 2024Q4: 34,085 shares; 2025Q1: 27,114 shares; 2025Q2: 57,152 shares; 2025Q3: 13,216 shares; 2025Q4: 75,887 shares 75,887 $51.8M 7.99% +62,671 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,590 shares; 2024Q4: 427,308 shares; 2025Q1: 648,361 shares; 2025Q2: 553,071 shares; 2025Q3: 17,704 shares; 2025Q4: 688,784 shares 688,784 $31.6M 4.87% +671,080 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: 38,419 shares; 2024Q4: 15,332 shares; 2025Q1: 24,644 shares; 2025Q2: 46,165 shares; 2025Q3: 8,971 shares; 2025Q4: 48,429 shares 48,429 $29.7M 4.58% +39,458 Timeline FLTR 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: 785,565 shares; 2024Q4: 909,855 shares; 2025Q1: 1,183,815 shares; 2025Q2: 1,106,403 shares; 2025Q3: 8,350 shares; 2025Q4: 1,161,111 shares 1,161,111 $29.6M 4.56% +1,152,761 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: 359,733 shares; 2025Q1: 575,037 shares; 2025Q2: 487,536 shares; 2025Q3: 2,426 shares; 2025Q4: 583,761 shares 583,761 $29.5M 4.55% +581,335 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: 13,863 shares; 2024Q4: 220,361 shares; 2025Q1: 455,369 shares; 2025Q2: 258,300 shares; 2025Q3: 3,462 shares; 2025Q4: 287,995 shares 287,995 $27.7M 4.26% +284,533 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: 32,312 shares; 2024Q4: 31,532 shares; 2025Q1: 33,469 shares; 2025Q2: 32,468 shares; 2025Q3: 30,583 shares; 2025Q4: 37,305 shares 37,305 $23.4M 3.61% +6,722 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194,565 shares; 2024Q4: 1,210,642 shares; 2025Q1: 1,204,646 shares; 2025Q2: 1,246,072 shares; 2025Q3: 86 shares; 2025Q4: 1,240,039 shares 1,240,039 $17.7M 2.73% +1,239,953 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: 112,299 shares; 2024Q4: 209,060 shares; 2025Q1: 277,609 shares; 2025Q2: 158,193 shares; 2025Q3: 827 shares; 2025Q4: 190,602 shares 190,602 $17.4M 2.69% +189,775 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,239 shares; 2024Q4: 143,183 shares; 2025Q1: 166,045 shares; 2025Q2: 121,317 shares; 2025Q3: 259,283 shares; 2025Q4: 89,822 shares 89,822 $17.3M 2.67% -169,461 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: 108,214 shares; 2024Q4: 104,405 shares; 2025Q1: 101,528 shares; 2025Q2: 85,694 shares; 2025Q3: 21,971 shares; 2025Q4: 84,858 shares 84,858 $16M 2.47% +62,887 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: 38,914 shares; 2024Q4: 38,179 shares; 2025Q1: 62,630 shares; 2025Q2: 32,731 shares; 2025Q3: 25,934 shares; 2025Q4: 43,316 shares 43,316 $11.7M 1.81% +17,382 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,468 shares; 2024Q4: 20,815 shares; 2025Q1: 31,074 shares; 2025Q2: 21,058 shares; 2025Q3: 8,586 shares; 2025Q4: 21,670 shares 21,670 $10.2M 1.58% +13,084 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,873 shares; 2024Q4: 14,815 shares; 2025Q1: 15,490 shares; 2025Q2: 20,705 shares; 2025Q3: 938 shares; 2025Q4: 77,578 shares 77,578 $9.42M 1.45% +76,640 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,414 shares 53,414 $9.03M 1.39% new Timeline ICSH 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: 73,700 shares; 2024Q4: 72,238 shares; 2025Q1: 82,650 shares; 2025Q2: 75,554 shares; 2025Q3: 3,118 shares; 2025Q4: 148,469 shares 148,469 $7.51M 1.16% +145,351 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: 116,939 shares; 2024Q4: 73,727 shares; 2025Q1: 126,712 shares; 2025Q2: 68,393 shares; 2025Q3: 6,169 shares; 2025Q4: 63,809 shares 63,809 $7.46M 1.15% +57,640 Timeline FXR 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: 87,841 shares; 2024Q4: 88,022 shares; 2025Q1: 100,637 shares; 2025Q2: 97,048 shares; 2025Q3: 33,907 shares; 2025Q4: 90,812 shares 90,812 $7.39M 1.14% +56,905 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: 45,805 shares; 2024Q4: 46,032 shares; 2025Q1: 1,830 shares; 2025Q2: not reported; 2025Q3: 1,002 shares; 2025Q4: 43,517 shares 43,517 $7.36M 1.13% +42,515 Timeline FXD 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: 105,793 shares 105,793 $7.3M 1.13% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,715 shares; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: not reported; 2025Q4: 26,923 shares 26,923 $6.7M 1.03% 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: not reported; 2025Q4: 54,208 shares 54,208 $6.42M 0.99% new 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: 20,806 shares; 2024Q4: 21,919 shares; 2025Q1: 29,922 shares; 2025Q2: 22,416 shares; 2025Q3: 1,738 shares; 2025Q4: 27,207 shares 27,207 $6.16M 0.95% +25,469 Timeline VTWG 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: 56,487 shares; 2024Q4: 55,510 shares; 2025Q1: 45,409 shares; 2025Q2: 39,619 shares; 2025Q3: 3,313 shares; 2025Q4: 24,113 shares 24,113 $5.76M 0.89% +20,800 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,041 shares; 2024Q4: 16,154 shares; 2025Q1: 15,975 shares; 2025Q2: 17,697 shares; 2025Q3: 3,067 shares; 2025Q4: 63,924 shares 63,924 $4.77M 0.74% +60,857 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: 14,185 shares; 2024Q4: 14,139 shares; 2025Q1: 26,937 shares; 2025Q2: 14,302 shares; 2025Q3: 2,147 shares; 2025Q4: 14,670 shares 14,670 $4.62M 0.71% +12,523 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,228 shares; 2024Q4: 108,481 shares; 2025Q1: 110,486 shares; 2025Q2: 117,706 shares; 2025Q3: 127,630 shares; 2025Q4: 130,605 shares 130,605 $4.56M 0.7% +2,975 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,125 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,449 shares; 2025Q3: 2,093 shares; 2025Q4: 29,290 shares 29,290 $4.37M 0.67% +27,197 Timeline VTWV 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: 72,468 shares; 2024Q4: 62,445 shares; 2025Q1: 58,898 shares; 2025Q2: 51,294 shares; 2025Q3: 69,659 shares; 2025Q4: 25,173 shares 25,173 $4.06M 0.62% -44,486 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: 5,192 shares; 2024Q4: 2,991 shares; 2025Q1: 6,282 shares; 2025Q2: 5,063 shares; 2025Q3: 17,278 shares; 2025Q4: 11,166 shares 11,166 $3.88M 0.6% -6,112 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,543 shares; 2025Q4: 59,807 shares 59,807 $3.86M 0.6% +55,264 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: 21,770 shares; 2024Q4: 18,841 shares; 2025Q1: 218,714 shares; 2025Q2: 12,538 shares; 2025Q3: 67,337 shares; 2025Q4: 148,411 shares 148,411 $3.82M 0.59% +81,074 Timeline BKLN 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: 156,109 shares; 2024Q4: 164,426 shares; 2025Q1: 10,287 shares; 2025Q2: 167,110 shares; 2025Q3: 4,569 shares; 2025Q4: 179,674 shares 179,674 $3.77M 0.58% +175,105 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: 5,971 shares; 2024Q4: 6,608 shares; 2025Q1: 9,027 shares; 2025Q2: 4,746 shares; 2025Q3: 7,962 shares; 2025Q4: 5,463 shares 5,463 $3.55M 0.55% -2,499 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: 8,313 shares; 2024Q4: 7,952 shares; 2025Q1: 8,525 shares; 2025Q2: 15,629 shares; 2025Q3: 31,429 shares; 2025Q4: 13,887 shares 13,887 $3.51M 0.54% -17,542 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,994 shares; 2024Q4: 77,494 shares; 2025Q1: 81,748 shares; 2025Q2: 76,947 shares; 2025Q3: 7,491 shares; 2025Q4: 79,572 shares 79,572 $3.41M 0.53% +72,081 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,309 shares; 2024Q4: 66,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,790 shares 65,790 $3.41M 0.52% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,448 shares; 2024Q4: 24,356 shares; 2025Q1: 24,947 shares; 2025Q2: 15,889 shares; 2025Q3: 29,528 shares; 2025Q4: 37,992 shares 37,992 $3.31M 0.51% +8,464 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: 10,824 shares; 2024Q4: 16,061 shares; 2025Q1: 55,836 shares; 2025Q2: 53,036 shares; 2025Q3: 20,947 shares; 2025Q4: 73,092 shares 73,092 $3.28M 0.51% +52,145 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 5,844 shares; 2025Q1: 8,823 shares; 2025Q2: 6,765 shares; 2025Q3: 4,149 shares; 2025Q4: 7,471 shares 7,471 $3.27M 0.5% +3,322 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: 8,812 shares; 2024Q4: 8,749 shares; 2025Q1: 11,013 shares; 2025Q2: 8,999 shares; 2025Q3: 695 shares; 2025Q4: 9,661 shares 9,661 $3.14M 0.48% +8,966 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,775 shares; 2024Q4: 18,389 shares; 2025Q1: 17,021 shares; 2025Q2: 13,902 shares; 2025Q3: 39,691 shares; 2025Q4: 6,824 shares 6,824 $3.04M 0.47% -32,867 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,710 shares; 2025Q1: 12,906 shares; 2025Q2: not reported; 2025Q3: 10,672 shares; 2025Q4: 8,437 shares 8,437 $2.85M 0.44% -2,235 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,227 shares; 2024Q4: 32,358 shares; 2025Q1: 30,182 shares; 2025Q2: 25,184 shares; 2025Q3: 806 shares; 2025Q4: 12,478 shares 12,478 $2.57M 0.4% +11,672 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: 68,487 shares; 2024Q4: 68,212 shares; 2025Q1: 71,960 shares; 2025Q2: 56,165 shares; 2025Q3: 19,803 shares; 2025Q4: 29,862 shares 29,862 $2.5M 0.39% +10,059 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: 8,245 shares; 2024Q4: 7,394 shares; 2025Q1: 9,089 shares; 2025Q2: 7,993 shares; 2025Q3: 98,319 shares; 2025Q4: 7,687 shares 7,687 $2.47M 0.38% -90,632 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: 88,355 shares; 2024Q4: 98,043 shares; 2025Q1: 28,126 shares; 2025Q2: 23,516 shares; 2025Q3: 19,020 shares; 2025Q4: 53,381 shares 53,381 $2.31M 0.36% +34,361 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: 94,827 shares; 2024Q4: 194,863 shares; 2025Q1: 323,121 shares; 2025Q2: 160,409 shares; 2025Q3: 2,551 shares; 2025Q4: 86,732 shares 86,732 $2.3M 0.35% +84,181 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: 65,055 shares; 2024Q4: 65,717 shares; 2025Q1: 66,103 shares; 2025Q2: 51,725 shares; 2025Q3: 12,249 shares; 2025Q4: 27,767 shares 27,767 $2.21M 0.34% +15,518 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: 20,700 shares; 2025Q1: 22,303 shares; 2025Q2: 21,832 shares; 2025Q3: 20,660 shares; 2025Q4: 27,543 shares 27,543 $2.14M 0.33% +6,883 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: 20,347 shares; 2024Q4: 21,687 shares; 2025Q1: 26,636 shares; 2025Q2: 23,907 shares; 2025Q3: 10,171 shares; 2025Q4: 23,353 shares 23,353 $2.12M 0.33% +13,182 Timeline SPTM 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: 12,881 shares; 2024Q4: 18,612 shares; 2025Q1: 25,680 shares; 2025Q2: 21,484 shares; 2025Q3: 37,722 shares; 2025Q4: 24,378 shares 24,378 $2.02M 0.31% -13,344 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,731 shares; 2024Q4: not reported; 2025Q1: 6,589 shares; 2025Q2: 8,952 shares; 2025Q3: not reported; 2025Q4: 15,515 shares 15,515 $2.01M 0.31% new 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: 6,450 shares; 2024Q4: 6,862 shares; 2025Q1: 8,193 shares; 2025Q2: 29,800 shares; 2025Q3: 2,237 shares; 2025Q4: 29,872 shares 29,872 $2.01M 0.31% +27,635 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,741 shares; 2025Q1: 78,033 shares; 2025Q2: 67,944 shares; 2025Q3: 74,065 shares; 2025Q4: 72,414 shares 72,414 $1.99M 0.31% -1,651 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: 61,619 shares; 2025Q3: 9,342 shares; 2025Q4: 12,948 shares 12,948 $1.94M 0.3% +3,606 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: 7,405 shares; 2024Q4: 24,010 shares; 2025Q1: 24,945 shares; 2025Q2: 26,546 shares; 2025Q3: 3,426 shares; 2025Q4: 4,870 shares 4,870 $1.94M 0.3% +1,444 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: 5,391 shares; 2024Q4: 5,717 shares; 2025Q1: 6,762 shares; 2025Q2: 6,037 shares; 2025Q3: 6,214 shares; 2025Q4: 5,663 shares 5,663 $1.92M 0.3% -551 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 3,918 shares; 2025Q1: 10,524 shares; 2025Q2: 3,498 shares; 2025Q3: 13,020 shares; 2025Q4: 2,769 shares 2,769 $1.9M 0.29% -10,251 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: 11,426 shares; 2024Q4: 10,884 shares; 2025Q1: 8,463 shares; 2025Q2: 7,684 shares; 2025Q3: 12,228 shares; 2025Q4: 8,250 shares 8,250 $1.84M 0.28% -3,978 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,324 shares; 2025Q2: not reported; 2025Q3: 11,239 shares; 2025Q4: 7,301 shares 7,301 $1.8M 0.28% -3,938 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,696 shares 26,696 $1.74M 0.27% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,299 shares; 2025Q4: 83,296 shares 83,296 $1.7M 0.26% +78,997 Timeline SHV 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: 180,611 shares; 2024Q4: 19,244 shares; 2025Q1: 32,697 shares; 2025Q2: 18,224 shares; 2025Q3: 11,642 shares; 2025Q4: 15,009 shares 15,009 $1.65M 0.25% +3,367 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: 6,922 shares; 2024Q4: 6,110 shares; 2025Q1: 9,681 shares; 2025Q2: 5,585 shares; 2025Q3: 37,897 shares; 2025Q4: 4,748 shares 4,748 $1.64M 0.25% -33,149 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 737 shares; 2025Q4: 29,837 shares 29,837 $1.6M 0.25% +29,100 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 3,405 shares; 2025Q1: 20,276 shares; 2025Q2: 4,223 shares; 2025Q3: 947 shares; 2025Q4: 4,292 shares 4,292 $1.6M 0.25% +3,345 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,654 shares; 2025Q3: 1,359 shares; 2025Q4: 22,626 shares 22,626 $1.6M 0.25% +21,267 Timeline ESMV 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: 40,063 shares 40,063 $1.59M 0.25% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,097 shares; 2024Q4: 77,971 shares; 2025Q1: 87,726 shares; 2025Q2: 91,407 shares; 2025Q3: 8,894 shares; 2025Q4: 58,891 shares 58,891 $1.59M 0.24% +49,997 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: 9,167 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,563 shares; 2025Q4: 8,137 shares 8,137 $1.58M 0.24% -426 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,570 shares; 2024Q4: 33,670 shares; 2025Q1: 38,841 shares; 2025Q2: 41,407 shares; 2025Q3: 45,848 shares; 2025Q4: 54,176 shares 54,176 $1.56M 0.24% +8,328 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES 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: 31,632 shares; 2025Q2: 33,281 shares; 2025Q3: 10,000 shares; 2025Q4: 36,302 shares 36,302 $1.55M 0.24% +26,302 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 8,949 shares; 2025Q2: 7,376 shares; 2025Q3: 847 shares; 2025Q4: 7,746 shares 7,746 $1.52M 0.23% +6,899 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 10,854 shares; 2025Q1: 11,884 shares; 2025Q2: 12,961 shares; 2025Q3: 8,137 shares; 2025Q4: 17,305 shares 17,305 $1.48M 0.23% +9,168 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,894 shares; 2025Q4: 89,253 shares 89,253 $1.48M 0.23% +81,359 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: 2,710 shares; 2025Q3: 1,826 shares; 2025Q4: 3,635 shares 3,635 $1.45M 0.22% +1,809 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: 19,390 shares; 2024Q4: 18,438 shares; 2025Q1: 21,099 shares; 2025Q2: 23,669 shares; 2025Q3: 29,071 shares; 2025Q4: 50,428 shares 50,428 $1.45M 0.22% +21,357 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,106 shares; 2025Q2: 10,786 shares; 2025Q3: 570 shares; 2025Q4: 11,199 shares 11,199 $1.45M 0.22% +10,629 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 5,239 shares; 2025Q1: 7,097 shares; 2025Q2: 6,614 shares; 2025Q3: 43,038 shares; 2025Q4: 14,076 shares 14,076 $1.44M 0.22% -28,962 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: 2,867 shares; 2024Q4: 1,765 shares; 2025Q1: 4,661 shares; 2025Q2: 3,537 shares; 2025Q3: 176,485 shares; 2025Q4: 4,704 shares 4,704 $1.37M 0.21% -171,781 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 47,296 shares 47,296 $1.35M 0.21% new 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: 11,407 shares; 2024Q4: 11,887 shares; 2025Q1: 18,896 shares; 2025Q2: 9,601 shares; 2025Q3: 831 shares; 2025Q4: 10,770 shares 10,770 $1.32M 0.2% +9,939 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,984 shares; 2025Q3: 5,419 shares; 2025Q4: 6,810 shares 6,810 $1.32M 0.2% +1,391 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,331 shares; 2024Q4: 23,964 shares; 2025Q1: 27,054 shares; 2025Q2: 21,410 shares; 2025Q3: 13,533 shares; 2025Q4: 16,274 shares 16,274 $1.31M 0.2% +2,741 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: 7,716 shares; 2024Q4: 7,348 shares; 2025Q1: 9,289 shares; 2025Q2: 7,066 shares; 2025Q3: 47,813 shares; 2025Q4: 6,988 shares 6,988 $1.31M 0.2% -40,825 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,418 shares; 2025Q3: 22,613 shares; 2025Q4: 32,984 shares 32,984 $1.27M 0.2% +10,371 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: not reported; 2025Q1: not reported; 2025Q2: 26,550 shares; 2025Q3: 23,071 shares; 2025Q4: 22,379 shares 22,379 $1.26M 0.19% -692 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: 4,081 shares; 2024Q4: 3,316 shares; 2025Q1: 4,888 shares; 2025Q2: 4,010 shares; 2025Q3: 24,790 shares; 2025Q4: 3,925 shares 3,925 $1.25M 0.19% -20,865 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,700 shares; 2025Q3: 8,683 shares; 2025Q4: 12,806 shares 12,806 $1.24M 0.19% +4,123 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: 9,038 shares; 2024Q4: 8,687 shares; 2025Q1: 11,584 shares; 2025Q2: 8,180 shares; 2025Q3: 4,108 shares; 2025Q4: 8,634 shares 8,634 $1.22M 0.19% +4,526 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,784 shares; 2025Q1: 28,997 shares; 2025Q2: 5,705 shares; 2025Q3: 10,074 shares; 2025Q4: 11,277 shares 11,277 $1.2M 0.19% +1,203 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: 3,551 shares; 2024Q4: not reported; 2025Q1: 455,060 shares; 2025Q2: not reported; 2025Q3: 13,061 shares; 2025Q4: 14,922 shares 14,922 $1.2M 0.18% +1,861 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,354 shares; 2025Q1: 1,447 shares; 2025Q2: 1,357 shares; 2025Q3: 516 shares; 2025Q4: 1,431 shares 1,431 $1.18M 0.18% +915 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 11,072 shares; 2025Q4: 30,616 shares 30,616 $1.17M 0.18% +19,544 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,700 shares; 2024Q4: 14,539 shares; 2025Q1: 17,356 shares; 2025Q2: 14,578 shares; 2025Q3: 10,140 shares; 2025Q4: 11,952 shares 11,952 $1.16M 0.18% +1,812 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,540 shares; 2024Q4: 154,793 shares; 2025Q1: 123,330 shares; 2025Q2: 119,012 shares; 2025Q3: 4,787 shares; 2025Q4: 110,683 shares 110,683 $1.1M 0.17% +105,896 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,077 shares; 2025Q3: 3,647 shares; 2025Q4: 6,508 shares 6,508 $1.08M 0.17% +2,861 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: 7,810 shares; 2025Q1: 10,536 shares; 2025Q2: 7,837 shares; 2025Q3: 38,683 shares; 2025Q4: 6,551 shares 6,551 $1.06M 0.16% -32,132 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: 8,333 shares; 2024Q4: 3,689 shares; 2025Q1: 5,632 shares; 2025Q2: 2,880 shares; 2025Q3: 9,301 shares; 2025Q4: 3,328 shares 3,328 $1.05M 0.16% -5,973 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: 14,427 shares; 2024Q4: 14,166 shares; 2025Q1: 19,714 shares; 2025Q2: 14,606 shares; 2025Q3: 69,775 shares; 2025Q4: 25,457 shares 25,457 $1.03M 0.16% -44,318 Timeline REVG REV GROUP INC More: the full row for REV 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: 16,623 shares; 2025Q4: 15,857 shares 15,857 $988K 0.15% -766 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 10,719 shares; 2025Q2: 9,515 shares; 2025Q3: 4,704 shares; 2025Q4: 9,160 shares 9,160 $987K 0.15% +4,456 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 21,612 shares; 2025Q4: 54,342 shares 54,342 $972K 0.15% +32,730 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: 11,753 shares; 2024Q4: 11,535 shares; 2025Q1: 23,351 shares; 2025Q2: 12,565 shares; 2025Q3: 23,343 shares; 2025Q4: 8,406 shares 8,406 $948K 0.15% -14,937 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM 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: 5,685 shares; 2025Q3: 5,933 shares; 2025Q4: 5,349 shares 5,349 $937K 0.14% -584 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,410 shares; 2025Q1: 3,926 shares; 2025Q2: 2,286 shares; 2025Q3: 15,719 shares; 2025Q4: 2,655 shares 2,655 $918K 0.14% -13,064 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: 956 shares; 2024Q4: 949 shares; 2025Q1: 1,180 shares; 2025Q2: 935 shares; 2025Q3: 79,263 shares; 2025Q4: 6,148 shares 6,148 $907K 0.14% -73,115 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: 4,756 shares; 2024Q4: 4,064 shares; 2025Q1: 4,747 shares; 2025Q2: 3,376 shares; 2025Q3: 5,930 shares; 2025Q4: 3,895 shares 3,895 $893K 0.14% -2,035 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,099 shares; 2025Q1: 6,199 shares; 2025Q2: 8,188 shares; 2025Q3: 7,686 shares; 2025Q4: 8,659 shares 8,659 $879K 0.14% +973 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: 8,086 shares; 2024Q4: 8,086 shares; 2025Q1: 8,175 shares; 2025Q2: 8,086 shares; 2025Q3: 14,531 shares; 2025Q4: 27,265 shares 27,265 $877K 0.14% +12,734 Timeline SH 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: 34,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,240 shares; 2025Q4: 23,944 shares 23,944 $862K 0.13% +20,704 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 6,960 shares; 2025Q1: 7,417 shares; 2025Q2: 5,955 shares; 2025Q3: 11,301 shares; 2025Q4: 6,037 shares 6,037 $861K 0.13% -5,264 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,150 shares; 2025Q2: 2,882 shares; 2025Q3: 28,049 shares; 2025Q4: 2,552 shares 2,552 $858K 0.13% -25,497 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,713 shares 2,713 $856K 0.13% new 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: 10,331 shares; 2024Q4: 10,047 shares; 2025Q1: 14,537 shares; 2025Q2: 9,411 shares; 2025Q3: 6,992 shares; 2025Q4: 8,568 shares 8,568 $856K 0.13% +1,576 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: 15,486 shares; 2024Q4: 14,604 shares; 2025Q1: 19,399 shares; 2025Q2: 14,094 shares; 2025Q3: 50,000 shares; 2025Q4: 15,277 shares 15,277 $855K 0.13% -34,723 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,935 shares; 2025Q1: 2,292 shares; 2025Q2: 1,931 shares; 2025Q3: 131,689 shares; 2025Q4: 3,286 shares 3,286 $841K 0.13% -128,403 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,219 shares; 2024Q4: 6,455 shares; 2025Q1: not reported; 2025Q2: 6,750 shares; 2025Q3: not reported; 2025Q4: 12,423 shares 12,423 $829K 0.13% new 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: 922 shares; 2024Q4: 905 shares; 2025Q1: 894 shares; 2025Q2: 809 shares; 2025Q3: 830 shares; 2025Q4: 921 shares 921 $823K 0.13% +91 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: 2,456 shares; 2024Q4: 2,276 shares; 2025Q1: 2,557 shares; 2025Q2: 3,400 shares; 2025Q3: 8,878 shares; 2025Q4: 3,211 shares 3,211 $814K 0.13% -5,667 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,901 shares 3,901 $811K 0.13% new 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: 5,651 shares; 2024Q4: 4,039 shares; 2025Q1: 8,297 shares; 2025Q2: 4,163 shares; 2025Q3: 1,888 shares; 2025Q4: 7,220 shares 7,220 $808K 0.12% +5,332 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: 2,909 shares; 2024Q4: 3,223 shares; 2025Q1: 4,239 shares; 2025Q2: 2,147 shares; 2025Q3: 32,171 shares; 2025Q4: 5,036 shares 5,036 $785K 0.12% -27,135 Timeline QLD 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: 6,585 shares; 2024Q4: 6,159 shares; 2025Q1: not reported; 2025Q2: 5,548 shares; 2025Q3: 6,566 shares; 2025Q4: 11,112 shares 11,112 $779K 0.12% +4,546 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: 13,345 shares; 2024Q4: 11,758 shares; 2025Q1: 12,688 shares; 2025Q2: 9,108 shares; 2025Q3: 4,288 shares; 2025Q4: 9,380 shares 9,380 $777K 0.12% +5,092 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: 19,383 shares; 2024Q4: 18,844 shares; 2025Q1: 25,603 shares; 2025Q2: 19,747 shares; 2025Q3: 14,557 shares; 2025Q4: 30,671 shares 30,671 $753K 0.12% +16,114 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,464 shares; 2025Q1: 1,425 shares; 2025Q2: 1,370 shares; 2025Q3: 4,463 shares; 2025Q4: 1,335 shares 1,335 $750K 0.12% -3,128 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,134 shares; 2025Q1: 6,354 shares; 2025Q2: 4,653 shares; 2025Q3: 8,091 shares; 2025Q4: 4,427 shares 4,427 $743K 0.11% -3,664 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: 6,909 shares; 2024Q4: 6,769 shares; 2025Q1: 9,615 shares; 2025Q2: 7,579 shares; 2025Q3: 3,020 shares; 2025Q4: 8,799 shares 8,799 $739K 0.11% +5,779 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: 5,443 shares; 2024Q4: 4,952 shares; 2025Q1: 11,149 shares; 2025Q2: 9,181 shares; 2025Q3: 4,071 shares; 2025Q4: 4,532 shares 4,532 $726K 0.11% +461 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: 4,039 shares; 2024Q4: 4,104 shares; 2025Q1: 2,801 shares; 2025Q2: 3,155 shares; 2025Q3: 2,578 shares; 2025Q4: 3,414 shares 3,414 $724K 0.11% +836 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,699 shares; 2025Q1: 2,270 shares; 2025Q2: 2,343 shares; 2025Q3: 19,779 shares; 2025Q4: 1,136 shares 1,136 $715K 0.11% -18,643 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: 1,136 shares; 2024Q4: 1,086 shares; 2025Q1: 2,226 shares; 2025Q2: 1,440 shares; 2025Q3: 2,210 shares; 2025Q4: 1,191 shares 1,191 $713K 0.11% -1,019 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR 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: 5,021 shares; 2025Q4: 11,531 shares 11,531 $712K 0.11% +6,510 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: 582 shares; 2025Q1: 860 shares; 2025Q2: 526 shares; 2025Q3: 104 shares; 2025Q4: 649 shares 649 $704K 0.11% +545 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: 822 shares; 2024Q4: 764 shares; 2025Q1: 1,068 shares; 2025Q2: 703 shares; 2025Q3: 37,136 shares; 2025Q4: 7,731 shares 7,731 $703K 0.11% -29,405 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: 9,975 shares; 2024Q4: 9,923 shares; 2025Q1: 13,626 shares; 2025Q2: 9,358 shares; 2025Q3: 1,202 shares; 2025Q4: 10,037 shares 10,037 $694K 0.11% +8,835 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: 6,026 shares; 2024Q4: 5,514 shares; 2025Q1: 7,270 shares; 2025Q2: 4,594 shares; 2025Q3: 2,117 shares; 2025Q4: 12,079 shares 12,079 $692K 0.11% +9,962 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: 2,355 shares; 2024Q4: 1,668 shares; 2025Q1: 1,562 shares; 2025Q2: 1,703 shares; 2025Q3: 1,210,303 shares; 2025Q4: 2,160 shares 2,160 $670K 0.1% -1,208,143 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: 929 shares; 2024Q4: 1,013 shares; 2025Q1: 2,324 shares; 2025Q2: 779 shares; 2025Q3: 1,830 shares; 2025Q4: 783 shares 783 $669K 0.1% -1,047 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 537 shares; 2025Q1: 721 shares; 2025Q2: 796 shares; 2025Q3: 1,275 shares; 2025Q4: 604 shares 604 $653K 0.1% -671 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: 19,951 shares; 2024Q4: 20,049 shares; 2025Q1: 21,431 shares; 2025Q2: 15,511 shares; 2025Q3: 15,059 shares; 2025Q4: 8,468 shares 8,468 $648K 0.1% -6,591 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: 6,656 shares; 2025Q1: 7,291 shares; 2025Q2: 7,083 shares; 2025Q3: 23,521 shares; 2025Q4: 6,727 shares 6,727 $640K 0.1% -16,794 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: 2,241 shares; 2024Q4: 1,524 shares; 2025Q1: 3,886 shares; 2025Q2: 1,227 shares; 2025Q3: 10,371 shares; 2025Q4: 1,124 shares 1,124 $633K 0.1% -9,247 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: 2,896 shares; 2024Q4: 2,617 shares; 2025Q1: 2,547 shares; 2025Q2: 2,212 shares; 2025Q3: 1,001 shares; 2025Q4: 2,978 shares 2,978 $632K 0.1% +1,977 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: 1,647 shares; 2024Q4: 1,141 shares; 2025Q1: 6,603 shares; 2025Q2: 1,243 shares; 2025Q3: 212,886 shares; 2025Q4: 1,263 shares 1,263 $628K 0.1% -211,623 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 988 shares; 2025Q4: 10,911 shares 10,911 $625K 0.1% +9,923 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: 2,780 shares; 2024Q4: 2,619 shares; 2025Q1: 5,247 shares; 2025Q2: 2,428 shares; 2025Q3: 6,536 shares; 2025Q4: 2,950 shares 2,950 $612K 0.09% -3,586 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: 7,937 shares; 2024Q4: 7,503 shares; 2025Q1: 15,076 shares; 2025Q2: 6,593 shares; 2025Q3: 4,500 shares; 2025Q4: 7,803 shares 7,803 $593K 0.09% +3,303 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,670 shares; 2025Q2: 18,350 shares; 2025Q3: 5,177 shares; 2025Q4: 22,985 shares 22,985 $590K 0.09% +17,808 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: not reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: not reported; 2025Q3: 3,102 shares; 2025Q4: 13,011 shares 13,011 $567K 0.09% +9,909 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: 3,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 4,216 shares 4,216 $563K 0.09% +4,108 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,635 shares; 2024Q4: 211,635 shares; 2025Q1: 211,635 shares; 2025Q2: 211,635 shares; 2025Q3: 47,622 shares; 2025Q4: 91,666 shares 91,666 $555K 0.09% +44,044 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: 2,401 shares; 2024Q4: 2,244 shares; 2025Q1: 2,214 shares; 2025Q2: 2,058 shares; 2025Q3: 899 shares; 2025Q4: 2,386 shares 2,386 $550K 0.08% +1,487 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 1,107 shares; 2025Q1: 1,628 shares; 2025Q2: 911 shares; 2025Q3: 3,724 shares; 2025Q4: 1,105 shares 1,105 $549K 0.08% -2,619 Timeline TBT 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: 15,373 shares; 2025Q1: 10,178 shares; 2025Q2: 14,026 shares; 2025Q3: 52,174 shares; 2025Q4: 15,623 shares 15,623 $545K 0.08% -36,551 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: 3,054 shares; 2024Q4: 3,082 shares; 2025Q1: 5,949 shares; 2025Q2: 2,567 shares; 2025Q3: 20,921 shares; 2025Q4: 3,821 shares 3,821 $543K 0.08% -17,100 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: 192 shares; 2024Q4: 106 shares; 2025Q1: 198 shares; 2025Q2: 100 shares; 2025Q3: 37,373 shares; 2025Q4: 100 shares 100 $532K 0.08% -37,273 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,589 shares; 2024Q4: 7,752 shares; 2025Q1: 8,821 shares; 2025Q2: 8,980 shares; 2025Q3: 6,986 shares; 2025Q4: 5,938 shares 5,938 $531K 0.08% -1,048 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: 8,751 shares; 2024Q4: 7,209 shares; 2025Q1: 5,010 shares; 2025Q2: 3,265 shares; 2025Q3: 23,702 shares; 2025Q4: 4,902 shares 4,902 $522K 0.08% -18,800 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: 3,918 shares; 2024Q4: 3,921 shares; 2025Q1: 5,226 shares; 2025Q2: 4,087 shares; 2025Q3: 17,807 shares; 2025Q4: 3,016 shares 3,016 $522K 0.08% -14,791 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: 2,740 shares; 2024Q4: 3,974 shares; 2025Q1: 3,979 shares; 2025Q2: 5,002 shares; 2025Q3: 1,167 shares; 2025Q4: 3,884 shares 3,884 $517K 0.08% +2,717 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 6,138 shares; 2025Q1: 6,915 shares; 2025Q2: 5,221 shares; 2025Q3: 530,346 shares; 2025Q4: 4,680 shares 4,680 $516K 0.08% -525,666 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,196 shares; 2025Q1: 4,883 shares; 2025Q2: 3,790 shares; 2025Q3: 14,221 shares; 2025Q4: 4,517 shares 4,517 $514K 0.08% -9,704 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: 3,020 shares; 2025Q3: 11,602 shares; 2025Q4: 5,020 shares 5,020 $505K 0.08% -6,582 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,228 shares; 2025Q1: 1,834 shares; 2025Q2: 615 shares; 2025Q3: 1,554 shares; 2025Q4: 1,489 shares 1,489 $496K 0.08% -65 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 28,667 shares; 2025Q4: 788 shares 788 $487K 0.08% -27,879 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,926 shares 4,926 $486K 0.07% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: not reported; 2025Q1: 8,043 shares; 2025Q2: 4,052 shares; 2025Q3: 2,426 shares; 2025Q4: 6,061 shares 6,061 $486K 0.07% +3,635 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: 4,975 shares; 2024Q4: 4,922 shares; 2025Q1: 5,626 shares; 2025Q2: 4,463 shares; 2025Q3: 6,842 shares; 2025Q4: 5,002 shares 5,002 $484K 0.07% -1,840 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,838 shares; 2025Q2: 3,504 shares; 2025Q3: 9,375 shares; 2025Q4: 9,392 shares 9,392 $478K 0.07% +17 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,922 shares 1,922 $477K 0.07% new 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: 1,625 shares; 2024Q4: 1,170 shares; 2025Q1: 3,067 shares; 2025Q2: 1,179 shares; 2025Q3: 16,036 shares; 2025Q4: 2,629 shares 2,629 $476K 0.07% -13,407 Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 19,283 shares; 2025Q4: 112,000 shares 112,000 $475K 0.07% +92,717 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: 11,605 shares; 2024Q4: 13,316 shares; 2025Q1: 10,854 shares; 2025Q2: 8,959 shares; 2025Q3: 2,868 shares; 2025Q4: 17,035 shares 17,035 $472K 0.07% +14,167 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: 3,728 shares; 2024Q4: 3,678 shares; 2025Q1: 4,317 shares; 2025Q2: 3,579 shares; 2025Q3: 7,856 shares; 2025Q4: 4,071 shares 4,071 $471K 0.07% -3,785 Timeline VWOB 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: 8,272 shares; 2024Q4: 8,081 shares; 2025Q1: 8,495 shares; 2025Q2: 7,019 shares; 2025Q3: 62,830 shares; 2025Q4: 6,885 shares 6,885 $464K 0.07% -55,945 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 3,886 shares; 2025Q1: 7,572 shares; 2025Q2: 3,381 shares; 2025Q3: 2,000 shares; 2025Q4: 3,868 shares 3,868 $453K 0.07% +1,868 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,212 shares; 2025Q1: 1,298 shares; 2025Q2: 1,224 shares; 2025Q3: 430 shares; 2025Q4: 1,130 shares 1,130 $450K 0.07% +700 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,405 shares; 2025Q1: 3,902 shares; 2025Q2: 1,646 shares; 2025Q3: 5,156 shares; 2025Q4: 1,334 shares 1,334 $449K 0.07% -3,822 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: 4,856 shares; 2024Q4: 4,900 shares; 2025Q1: 8,707 shares; 2025Q2: 4,082 shares; 2025Q3: 52,870 shares; 2025Q4: 7,088 shares 7,088 $448K 0.07% -45,782 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: 1,088 shares; 2024Q4: 1,256 shares; 2025Q1: 1,634 shares; 2025Q2: 1,322 shares; 2025Q3: 6,541 shares; 2025Q4: 1,365 shares 1,365 $447K 0.07% -5,176 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 3,342 shares; 2025Q1: 4,752 shares; 2025Q2: 2,300 shares; 2025Q3: 1,708 shares; 2025Q4: 2,424 shares 2,424 $435K 0.07% +716 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,911 shares; 2025Q1: 5,186 shares; 2025Q2: 5,237 shares; 2025Q3: 7,894 shares; 2025Q4: 4,285 shares 4,285 $433K 0.07% -3,609 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,475 shares; 2024Q4: 6,006 shares; 2025Q1: 6,120 shares; 2025Q2: 5,073 shares; 2025Q3: 46,392 shares; 2025Q4: 7,872 shares 7,872 $425K 0.07% -38,520 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,508 shares; 2025Q1: 3,666 shares; 2025Q2: 1,840 shares; 2025Q3: 1,727 shares; 2025Q4: 1,872 shares 1,872 $422K 0.07% +145 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 2,194 shares; 2025Q1: 1,379 shares; 2025Q2: 1,483 shares; 2025Q3: 3,719 shares; 2025Q4: 1,554 shares 1,554 $418K 0.06% -2,165 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: 1,404 shares; 2024Q4: 1,894 shares; 2025Q1: 1,995 shares; 2025Q2: 1,887 shares; 2025Q3: 2,434 shares; 2025Q4: 2,118 shares 2,118 $413K 0.06% -316 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: 587 shares; 2024Q4: not reported; 2025Q1: 681 shares; 2025Q2: 723 shares; 2025Q3: 12,712 shares; 2025Q4: 718 shares 718 $413K 0.06% -11,994 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,062 shares 4,062 $411K 0.06% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 5,076 shares; 2025Q1: 5,118 shares; 2025Q2: 4,313 shares; 2025Q3: 824 shares; 2025Q4: 5,069 shares 5,069 $407K 0.06% +4,245 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,029 shares; 2025Q1: 2,298 shares; 2025Q2: 2,025 shares; 2025Q3: 11,809 shares; 2025Q4: 3,444 shares 3,444 $404K 0.06% -8,365 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: 11,317 shares; 2024Q4: 10,987 shares; 2025Q1: 13,204 shares; 2025Q2: 9,998 shares; 2025Q3: 4,450 shares; 2025Q4: 11,149 shares 11,149 $404K 0.06% +6,699 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 595 shares 595 $404K 0.06% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 7,571 shares; 2025Q2: 6,812 shares; 2025Q3: 310,320 shares; 2025Q4: 10,135 shares 10,135 $401K 0.06% -300,185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,218 shares; 2025Q3: 109,840 shares; 2025Q4: 3,475 shares 3,475 $400K 0.06% -106,365 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,665 shares; 2024Q4: 45,924 shares; 2025Q1: 46,090 shares; 2025Q2: 46,567 shares; 2025Q3: 46,575 shares; 2025Q4: 47,551 shares 47,551 $400K 0.06% +976 VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,306 shares; 2024Q4: 16,319 shares; 2025Q1: 18,861 shares; 2025Q2: 12,985 shares; 2025Q3: 36,498 shares; 2025Q4: 7,223 shares 7,223 $397K 0.06% -29,275 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,091 shares 2,091 $392K 0.06% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,235 shares; 2025Q1: 8,641 shares; 2025Q2: 3,941 shares; 2025Q3: not reported; 2025Q4: 5,146 shares 5,146 $392K 0.06% new 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: 587 shares; 2025Q2: not reported; 2025Q3: 10,868 shares; 2025Q4: 799 shares 799 $389K 0.06% -10,069 Timeline TBF 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: 35,083 shares; 2025Q4: 11,290 shares 11,290 $387K 0.06% -23,793 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,109 shares; 2024Q4: 14,288 shares; 2025Q1: 24,932 shares; 2025Q2: 12,910 shares; 2025Q3: 83,296 shares; 2025Q4: 15,358 shares 15,358 $387K 0.06% -67,938 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: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 5,204 shares; 2025Q2: 3,493 shares; 2025Q3: 3,549 shares; 2025Q4: 4,014 shares 4,014 $386K 0.06% +465 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: 8,102 shares; 2025Q4: 6,725 shares 6,725 $383K 0.06% -1,377 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,350 shares; 2024Q4: 12,318 shares; 2025Q1: 3,977 shares; 2025Q2: 3,671 shares; 2025Q3: 54,342 shares; 2025Q4: 2,931 shares 2,931 $378K 0.06% -51,411 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares; 2025Q4: 6,506 shares 6,506 $373K 0.06% +5,452 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 7,994 shares; 2025Q1: 8,602 shares; 2025Q2: 15,393 shares; 2025Q3: 831 shares; 2025Q4: 8,494 shares 8,494 $371K 0.06% +7,663 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,073 shares; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 7,648 shares 7,648 $365K 0.06% +6,914 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: 1,609 shares; 2024Q4: 1,018 shares; 2025Q1: 1,358 shares; 2025Q2: 1,361 shares; 2025Q3: 2,279 shares; 2025Q4: 1,051 shares 1,051 $361K 0.06% -1,228 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: 907 shares; 2024Q4: 813 shares; 2025Q1: 950 shares; 2025Q2: 449 shares; 2025Q3: 11,531 shares; 2025Q4: 703 shares 703 $360K 0.06% -10,828 Timeline ANGL 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: 31,041 shares; 2025Q3: 42,434 shares; 2025Q4: 12,143 shares 12,143 $357K 0.06% -30,291 Timeline SFLR 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: not reported; 2025Q4: 9,652 shares 9,652 $356K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,172 shares; 2025Q4: 2,300 shares 2,300 $355K 0.05% -8,872 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 576 shares; 2025Q1: 495 shares; 2025Q2: 576 shares; 2025Q3: 944 shares; 2025Q4: 375 shares 375 $351K 0.05% -569 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,029 shares; 2025Q1: 2,160 shares; 2025Q2: 1,002 shares; 2025Q3: 2,990 shares; 2025Q4: 1,156 shares 1,156 $351K 0.05% -1,834 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: 3,622 shares; 2025Q4: 1,608 shares 1,608 $348K 0.05% -2,014 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 732 shares; 2025Q1: 1,072 shares; 2025Q2: 795 shares; 2025Q3: 10,114 shares; 2025Q4: 980 shares 980 $347K 0.05% -9,134 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: 1,557 shares; 2024Q4: 1,324 shares; 2025Q1: 1,327 shares; 2025Q2: 1,199 shares; 2025Q3: 4,590 shares; 2025Q4: 1,298 shares 1,298 $341K 0.05% -3,292 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 116 shares; 2025Q1: 184 shares; 2025Q2: 181 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $341K 0.05% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,050 shares 5,050 $332K 0.05% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,374 shares; 2025Q3: 1,039 shares; 2025Q4: 2,674 shares 2,674 $332K 0.05% +1,635 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,231 shares; 2025Q1: 1,684 shares; 2025Q2: 1,506 shares; 2025Q3: 3,632 shares; 2025Q4: 1,200 shares 1,200 $332K 0.05% -2,432 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 4,663 shares; 2025Q1: 5,010 shares; 2025Q2: 4,109 shares; 2025Q3: 12,816 shares; 2025Q4: 3,775 shares 3,775 $329K 0.05% -9,041 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 119,461 shares; 2025Q4: 1,483 shares 1,483 $326K 0.05% -117,978 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 546 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares 356 $326K 0.05% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,557 shares; 2025Q4: 20,084 shares 20,084 $325K 0.05% -5,473 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,190 shares; 2024Q4: 14,117 shares; 2025Q1: 43,145 shares; 2025Q2: 11,146 shares; 2025Q3: not reported; 2025Q4: 24,420 shares 24,420 $324K 0.05% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 1,967 shares; 2025Q1: 2,827 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,495 shares 2,495 $322K 0.05% new Timeline HYLB 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: 23,438 shares; 2025Q3: 14,395 shares; 2025Q4: 8,666 shares 8,666 $319K 0.05% -5,729 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares 1,098 $316K 0.05% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,146 shares 1,146 $315K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 10,313 shares; 2025Q1: 22,326 shares; 2025Q2: 9,250 shares; 2025Q3: 2,467 shares; 2025Q4: 10,537 shares 10,537 $311K 0.05% +8,070 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,009 shares; 2025Q2: 5,606 shares; 2025Q3: 1,077 shares; 2025Q4: 5,802 shares 5,802 $311K 0.05% +4,725 Timeline TQQQ 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: 593,133 shares; 2025Q4: 10,946 shares 10,946 $310K 0.05% -582,187 Timeline IYM 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: 1,972 shares 1,972 $309K 0.05% new 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: 2,256 shares; 2025Q2: 1,501 shares; 2025Q3: 1,323 shares; 2025Q4: 1,352 shares 1,352 $308K 0.05% +29 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: 1,728 shares; 2024Q4: 966 shares; 2025Q1: 1,585 shares; 2025Q2: 553 shares; 2025Q3: 24,414 shares; 2025Q4: 519 shares 519 $308K 0.05% -23,895 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,227 shares; 2025Q2: not reported; 2025Q3: 8,037 shares; 2025Q4: 11,632 shares 11,632 $306K 0.05% +3,595 Timeline ZDEK 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: not reported; 2025Q4: 11,831 shares 11,831 $304K 0.05% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares 970 $304K 0.05% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,842 shares; 2024Q4: 16,621 shares; 2025Q1: 18,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299 shares 299 $300K 0.05% new Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 9,596 shares; 2025Q1: 10,393 shares; 2025Q2: 10,800 shares; 2025Q3: 394 shares; 2025Q4: 10,531 shares 10,531 $299K 0.05% +10,137 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: 354 shares; 2024Q4: 316 shares; 2025Q1: 454 shares; 2025Q2: 336 shares; 2025Q3: 1,553 shares; 2025Q4: 255 shares 255 $297K 0.05% -1,298 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,438 shares; 2025Q2: 3,066 shares; 2025Q3: 3,030 shares; 2025Q4: 2,204 shares 2,204 $295K 0.05% -826 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,151 shares; 2025Q1: 6,276 shares; 2025Q2: 5,217 shares; 2025Q3: 27,465 shares; 2025Q4: 6,150 shares 6,150 $293K 0.05% -21,315 Timeline EEMS 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: 10,399 shares; 2024Q4: 10,512 shares; 2025Q1: 10,572 shares; 2025Q2: 8,268 shares; 2025Q3: 4,260 shares; 2025Q4: 4,272 shares 4,272 $291K 0.04% +12 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: 1,409 shares; 2024Q4: 1,430 shares; 2025Q1: 1,873 shares; 2025Q2: 1,444 shares; 2025Q3: 37,538 shares; 2025Q4: 1,011 shares 1,011 $290K 0.04% -36,527 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: 2,383 shares; 2024Q4: 2,898 shares; 2025Q1: 6,306 shares; 2025Q2: 5,550 shares; 2025Q3: 14,497 shares; 2025Q4: 1,440 shares 1,440 $282K 0.04% -13,057 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: 869 shares; 2025Q1: not reported; 2025Q2: 791 shares; 2025Q3: 8,033 shares; 2025Q4: 1,896 shares 1,896 $274K 0.04% -6,137 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares 975 $272K 0.04% new 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: not reported; 2025Q4: 516 shares 516 $269K 0.04% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,903 shares; 2025Q2: not reported; 2025Q3: 26,527 shares; 2025Q4: 5,582 shares 5,582 $269K 0.04% -20,945 Timeline NANR 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: 6,101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,880 shares 3,880 $268K 0.04% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 2,564 shares; 2025Q1: 3,691 shares; 2025Q2: 5,538 shares; 2025Q3: 1,371 shares; 2025Q4: 2,194 shares 2,194 $263K 0.04% +823 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: 21,047 shares; 2025Q2: not reported; 2025Q3: 130,012 shares; 2025Q4: 9,464 shares 9,464 $262K 0.04% -120,548 Timeline BALT 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: 16,021 shares; 2025Q3: 2,719 shares; 2025Q4: 7,798 shares 7,798 $262K 0.04% +5,079 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: 17,609 shares; 2025Q2: not reported; 2025Q3: 103,005 shares; 2025Q4: 8,038 shares 8,038 $261K 0.04% -94,967 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 1,862 shares; 2025Q3: not reported; 2025Q4: 2,743 shares 2,743 $261K 0.04% new 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: 2,551 shares; 2024Q4: 72,553 shares; 2025Q1: 2,869 shares; 2025Q2: 2,551 shares; 2025Q3: 1,560 shares; 2025Q4: 2,551 shares 2,551 $256K 0.04% +991 Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 752 shares 752 $255K 0.04% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest 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: 2,941 shares; 2025Q4: 10,528 shares 10,528 $254K 0.04% +7,587 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,047 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,499 shares 10,499 $253K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,127 shares 2,127 $252K 0.04% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,000 shares; 2025Q4: 4,261 shares 4,261 $248K 0.04% -97,739 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: 1,144 shares; 2024Q4: 1,092 shares; 2025Q1: 1,793 shares; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,170 shares 1,170 $247K 0.04% +137 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,020 shares; 2025Q4: 1,079 shares 1,079 $243K 0.04% -6,941 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,437 shares; 2025Q4: 841 shares 841 $242K 0.04% -5,596 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,114 shares 7,114 $241K 0.04% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares 1,974 $240K 0.04% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,428 shares; 2025Q1: 3,429 shares; 2025Q2: 3,069 shares; 2025Q3: 12,944 shares; 2025Q4: 2,435 shares 2,435 $240K 0.04% -10,509 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares 529 $239K 0.04% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares 589 $235K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares 504 $235K 0.04% new 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: 4,775 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,812 shares 2,812 $229K 0.04% new Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 9,793 shares; 2025Q1: 11,038 shares; 2025Q2: 11,444 shares; 2025Q3: 1,443 shares; 2025Q4: 10,298 shares 10,298 $229K 0.04% +8,855 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,061 shares; 2024Q4: 15,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares 1,301 $228K 0.04% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,091 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,738 shares 1,738 $226K 0.03% new 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: 680 shares; 2024Q4: 775 shares; 2025Q1: 2,656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares 690 $226K 0.03% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 3,554 shares 3,554 $224K 0.03% +2,351 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,759 shares; 2025Q4: 388 shares 388 $220K 0.03% -5,371 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 520 shares; 2025Q4: 1,672 shares 1,672 $219K 0.03% +1,152 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 30,030 shares; 2025Q4: 3,488 shares 3,488 $217K 0.03% -26,542 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,084 shares; 2025Q3: 44,692 shares; 2025Q4: 5,732 shares 5,732 $216K 0.03% -38,960 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,609 shares; 2025Q1: 1,664 shares; 2025Q2: 1,581 shares; 2025Q3: 4,735 shares; 2025Q4: 1,297 shares 1,297 $216K 0.03% -3,438 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares 2,045 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,887 shares; 2025Q2: not reported; 2025Q3: 2,841 shares; 2025Q4: 1,734 shares 1,734 $215K 0.03% -1,107 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 6,574 shares; 2025Q4: 3,872 shares 3,872 $213K 0.03% -2,702 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,484 shares 5,484 $212K 0.03% new Timeline JBL JABIL INC More: the full row for JABIL 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: 882 shares 882 $212K 0.03% new Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 5,598 shares 5,598 $211K 0.03% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,506 shares 1,506 $210K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,334 shares 5,334 $210K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 912 shares; 2025Q4: 979 shares 979 $210K 0.03% +67 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: 1,522 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273 shares 273 $206K 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares 2,542 $206K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,890 shares 1,890 $205K 0.03% new Timeline ARIS WATER SOLUTIONS INC ARIS WATER SOLUTIONS INC More: the full row for ARIS WATER 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: not reported; 2025Q4: 2,828 shares 2,828 $204K 0.03% new CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC 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: not reported; 2025Q3: not reported; 2025Q4: 4,733 shares 4,733 $203K 0.03% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,049 shares 1,049 $202K 0.03% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares 1,775 $201K 0.03% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,692 shares; 2024Q4: 44,692 shares; 2025Q1: 44,692 shares; 2025Q2: 44,692 shares; 2025Q3: 25,311 shares; 2025Q4: 44,692 shares 44,692 $173K 0.03% +19,381 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: 24,175 shares; 2024Q4: 23,802 shares; 2025Q1: 27,457 shares; 2025Q2: 23,733 shares; 2025Q3: 1,351 shares; 2025Q4: 23,720 shares 23,720 $128K 0.02% +22,369 Timeline BEEM BEAM GLOBAL More: the full row for BEAM GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 3,473 shares; 2025Q4: 50,000 shares 50,000 $81K 0.01% +46,527 Timeline RMR RMR GROUP INC More: the full row for RMR 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $34.8K 0.01% 0 Timeline GERN GERON CORP More: the full row for GERON 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: 952 shares; 2025Q4: 10,000 shares 10,000 $13.2K <0.01% +9,048 Timeline