QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,168 shares; 2025Q1: 16,644 shares; 2025Q2: 16,575 shares; 2025Q3: 16,717 shares; 2025Q4: 17,419 shares 17,419 $10.7M 7.94% +702 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: not loaded; 2024Q4: 4,239 shares; 2025Q1: 7,515 shares; 2025Q2: 9,057 shares; 2025Q3: 9,708 shares; 2025Q4: 12,375 shares 12,375 $8.48M 6.29% +2,667 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 loaded; 2024Q4: 27,683 shares; 2025Q1: 96,525 shares; 2025Q2: 152,992 shares; 2025Q3: 167,440 shares; 2025Q4: 229,600 shares 229,600 $7.49M 5.56% +62,160 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114,216 shares; 2025Q1: 129,368 shares; 2025Q2: 138,431 shares; 2025Q3: 144,946 shares; 2025Q4: 133,228 shares 133,228 $6.06M 4.49% -11,718 Timeline AIRR 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 loaded; 2024Q4: 81 shares; 2025Q1: 9,317 shares; 2025Q2: 14,401 shares; 2025Q3: 52,998 shares; 2025Q4: 58,444 shares 58,444 $5.75M 4.26% +5,446 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,752 shares; 2025Q1: 16,363 shares; 2025Q2: 24,084 shares; 2025Q3: 26,811 shares; 2025Q4: 29,639 shares 29,639 $4.18M 3.11% +2,828 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 loaded; 2024Q4: 199,315 shares; 2025Q1: 173,923 shares; 2025Q2: 167,206 shares; 2025Q3: 162,899 shares; 2025Q4: 133,634 shares 133,634 $3.67M 2.72% -29,265 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: not loaded; 2024Q4: 12,247 shares; 2025Q1: 13,873 shares; 2025Q2: 15,231 shares; 2025Q3: 15,291 shares; 2025Q4: 16,210 shares 16,210 $3.02M 2.24% +919 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: not loaded; 2024Q4: 5,552 shares; 2025Q1: 5,610 shares; 2025Q2: 5,789 shares; 2025Q3: 5,863 shares; 2025Q4: 6,207 shares 6,207 $3M 2.23% +344 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,034 shares; 2025Q1: 59,824 shares; 2025Q2: 58,047 shares; 2025Q3: 57,147 shares; 2025Q4: 45,147 shares 45,147 $2.96M 2.19% -12,000 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 55,615 shares 55,615 $2.76M 2.05% +41,415 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: not loaded; 2024Q4: 8,286 shares; 2025Q1: 9,962 shares; 2025Q2: 10,627 shares; 2025Q3: 10,790 shares; 2025Q4: 11,155 shares 11,155 $2.57M 1.91% +365 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: not loaded; 2024Q4: 6,865 shares; 2025Q1: 8,204 shares; 2025Q2: 7,086 shares; 2025Q3: 8,087 shares; 2025Q4: 8,565 shares 8,565 $2.33M 1.73% +478 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,625 shares; 2025Q1: 50,773 shares; 2025Q2: 60,234 shares; 2025Q3: 63,776 shares; 2025Q4: 55,535 shares 55,535 $2.13M 1.58% -8,241 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,283 shares; 2025Q1: 13,553 shares; 2025Q2: 14,116 shares; 2025Q3: 14,102 shares; 2025Q4: 15,359 shares 15,359 $1.57M 1.17% +1,257 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 23,782 shares 23,782 $1.32M 0.98% +22,757 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: not loaded; 2024Q4: 4,119 shares; 2025Q1: 4,166 shares; 2025Q2: 3,524 shares; 2025Q3: 3,778 shares; 2025Q4: 4,083 shares 4,083 $1.28M 0.95% +305 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,786 shares; 2025Q1: 2,724 shares; 2025Q2: 2,145 shares; 2025Q3: 1,846 shares; 2025Q4: 1,775 shares 1,775 $1.2M 0.89% -71 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,863 shares; 2025Q1: 4,801 shares; 2025Q2: 4,766 shares; 2025Q3: 4,689 shares; 2025Q4: 4,674 shares 4,674 $1.17M 0.87% -15 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 15,859 shares 15,859 $1.1M 0.82% +14,963 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,770 shares; 2025Q1: 19,705 shares; 2025Q2: 18,352 shares; 2025Q3: 18,278 shares; 2025Q4: 17,451 shares 17,451 $1.09M 0.81% -827 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,968 shares; 2025Q1: 34,934 shares; 2025Q2: 24,969 shares; 2025Q3: 26,782 shares; 2025Q4: 20,508 shares 20,508 $1.04M 0.77% -6,274 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: not loaded; 2024Q4: 945 shares; 2025Q1: 1,325 shares; 2025Q2: 1,226 shares; 2025Q3: 1,339 shares; 2025Q4: 1,459 shares 1,459 $963K 0.71% +120 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,300 shares; 2025Q1: 17,871 shares; 2025Q2: 20,111 shares; 2025Q3: 19,295 shares; 2025Q4: 19,149 shares 19,149 $963K 0.71% -146 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,922 shares; 2025Q1: 2,999 shares; 2025Q2: 2,619 shares; 2025Q3: 2,665 shares; 2025Q4: 3,154 shares 3,154 $958K 0.71% +489 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,814 shares 5,814 $890K 0.66% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,972 shares; 2025Q1: 28,613 shares; 2025Q2: 28,671 shares; 2025Q3: 28,107 shares; 2025Q4: 28,196 shares 28,196 $835K 0.62% +89 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 loaded; 2024Q4: 2,036 shares; 2025Q1: 1,613 shares; 2025Q2: 1,656 shares; 2025Q3: 1,645 shares; 2025Q4: 1,623 shares 1,623 $792K 0.59% -22 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: not loaded; 2024Q4: 1,709 shares; 2025Q1: 1,886 shares; 2025Q2: 1,902 shares; 2025Q3: 1,982 shares; 2025Q4: 2,499 shares 2,499 $784K 0.58% +517 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 loaded; 2024Q4: 4,690 shares; 2025Q1: 3,918 shares; 2025Q2: 4,013 shares; 2025Q3: 3,946 shares; 2025Q4: 3,967 shares 3,967 $758K 0.56% +21 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 loaded; 2024Q4: 7,242 shares; 2025Q1: 5,999 shares; 2025Q2: 5,152 shares; 2025Q3: 4,765 shares; 2025Q4: 4,239 shares 4,239 $753K 0.56% -526 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: not loaded; 2024Q4: 2,405 shares; 2025Q1: 2,285 shares; 2025Q2: 2,084 shares; 2025Q3: 2,150 shares; 2025Q4: 2,174 shares 2,174 $752K 0.56% +24 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,379 shares; 2025Q1: 6,148 shares; 2025Q2: 9,166 shares; 2025Q3: 9,296 shares; 2025Q4: 9,481 shares 9,481 $702K 0.52% +185 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,525 shares; 2025Q1: 16,745 shares; 2025Q2: 16,676 shares; 2025Q3: 17,129 shares; 2025Q4: 17,007 shares 17,007 $662K 0.49% -122 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: not loaded; 2024Q4: 981 shares; 2025Q1: 1,086 shares; 2025Q2: 1,308 shares; 2025Q3: 1,335 shares; 2025Q4: 1,472 shares 1,472 $662K 0.49% +137 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: not loaded; 2024Q4: 3,202 shares; 2025Q1: 3,121 shares; 2025Q2: 3,093 shares; 2025Q3: 3,078 shares; 2025Q4: 2,996 shares 2,996 $620K 0.46% -82 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: not loaded; 2024Q4: 548 shares; 2025Q1: 668 shares; 2025Q2: 639 shares; 2025Q3: 619 shares; 2025Q4: 5,939 shares 5,939 $557K 0.41% +5,320 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,341 shares; 2025Q1: 9,199 shares; 2025Q2: 8,649 shares; 2025Q3: 8,289 shares; 2025Q4: 7,078 shares 7,078 $551K 0.41% -1,211 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,463 shares; 2025Q1: 5,632 shares; 2025Q2: 4,417 shares; 2025Q3: 4,574 shares; 2025Q4: 4,865 shares 4,865 $521K 0.39% +291 Timeline FTGS 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 loaded; 2024Q4: 13,342 shares; 2025Q1: 11,088 shares; 2025Q2: 13,642 shares; 2025Q3: 13,998 shares; 2025Q4: 14,467 shares 14,467 $511K 0.38% +469 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,381 shares; 2025Q1: 2,471 shares; 2025Q2: 2,498 shares; 2025Q3: 2,473 shares; 2025Q4: 2,745 shares 2,745 $503K 0.37% +272 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,166 shares; 2025Q1: 6,637 shares; 2025Q2: 6,783 shares; 2025Q3: 6,501 shares; 2025Q4: 6,526 shares 6,526 $439K 0.33% +25 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,617 shares; 2025Q1: 2,588 shares; 2025Q2: 2,586 shares; 2025Q3: 2,185 shares; 2025Q4: 2,260 shares 2,260 $433K 0.32% +75 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,512 shares; 2025Q1: 4,654 shares; 2025Q2: 4,255 shares; 2025Q3: 3,883 shares; 2025Q4: 3,918 shares 3,918 $418K 0.31% +35 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: not loaded; 2024Q4: 25,425 shares; 2025Q1: 17,829 shares; 2025Q2: 17,295 shares; 2025Q3: 16,306 shares; 2025Q4: 15,332 shares 15,332 $413K 0.31% -974 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 403 shares; 2025Q1: 423 shares; 2025Q2: 598 shares; 2025Q3: 602 shares; 2025Q4: 604 shares 604 $412K 0.31% +2 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: not loaded; 2024Q4: 1,814 shares; 2025Q1: 1,646 shares; 2025Q2: 1,541 shares; 2025Q3: 1,442 shares; 2025Q4: 1,123 shares 1,123 $394K 0.29% -319 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 loaded; 2024Q4: 53 shares; 2025Q1: 243 shares; 2025Q2: 93 shares; 2025Q3: 2,024 shares; 2025Q4: 2,283 shares 2,283 $393K 0.29% +259 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: not loaded; 2024Q4: 414 shares; 2025Q1: 406 shares; 2025Q2: 367 shares; 2025Q3: 360 shares; 2025Q4: 359 shares 359 $386K 0.29% -1 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: not loaded; 2024Q4: 5,646 shares; 2025Q1: 5,717 shares; 2025Q2: 5,798 shares; 2025Q3: 5,960 shares; 2025Q4: 6,987 shares 6,987 $384K 0.29% +1,027 Timeline HYMB 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 loaded; 2024Q4: 17,048 shares; 2025Q1: 15,284 shares; 2025Q2: 15,197 shares; 2025Q3: 15,318 shares; 2025Q4: 14,695 shares 14,695 $366K 0.27% -623 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,078 shares; 2025Q1: 2,845 shares; 2025Q2: 2,826 shares; 2025Q3: 3,005 shares; 2025Q4: 2,808 shares 2,808 $358K 0.27% -197 Timeline SPHY 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 loaded; 2024Q4: 17,781 shares; 2025Q1: 16,810 shares; 2025Q2: 14,659 shares; 2025Q3: 14,883 shares; 2025Q4: 15,103 shares 15,103 $357K 0.27% +220 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,132 shares; 2025Q1: 4,053 shares; 2025Q2: 4,029 shares; 2025Q3: 4,027 shares; 2025Q4: 3,994 shares 3,994 $357K 0.27% -33 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: not loaded; 2024Q4: 655 shares; 2025Q1: 749 shares; 2025Q2: 721 shares; 2025Q3: 761 shares; 2025Q4: 1,075 shares 1,075 $346K 0.26% +314 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 loaded; 2024Q4: 168 shares; 2025Q1: 914 shares; 2025Q2: 4,025 shares; 2025Q3: 3,445 shares; 2025Q4: 3,062 shares 3,062 $346K 0.26% -383 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: not loaded; 2024Q4: 2,049 shares; 2025Q1: 2,374 shares; 2025Q2: 2,699 shares; 2025Q3: 3,564 shares; 2025Q4: 4,495 shares 4,495 $346K 0.26% +931 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,671 shares; 2025Q1: 8,785 shares; 2025Q2: 9,079 shares; 2025Q3: 1,506 shares; 2025Q4: 1,340 shares 1,340 $346K 0.26% -166 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,298 shares; 2025Q1: 3,005 shares; 2025Q2: 2,825 shares; 2025Q3: 2,830 shares; 2025Q4: 2,854 shares 2,854 $339K 0.25% +24 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: not loaded; 2024Q4: 1,937 shares; 2025Q1: 1,344 shares; 2025Q2: 970 shares; 2025Q3: 952 shares; 2025Q4: 955 shares 955 $294K 0.22% +3 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140 shares; 2025Q1: 257 shares; 2025Q2: 549 shares; 2025Q3: 469 shares; 2025Q4: 737 shares 737 $276K 0.21% +268 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: not loaded; 2024Q4: 2,072 shares; 2025Q1: 1,837 shares; 2025Q2: 1,734 shares; 2025Q3: 1,783 shares; 2025Q4: 1,769 shares 1,769 $270K 0.2% -14 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,228 shares; 2025Q1: 3,353 shares; 2025Q2: 3,253 shares; 2025Q3: 3,102 shares; 2025Q4: 3,249 shares 3,249 $268K 0.2% +147 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,415 shares; 2025Q1: 5,664 shares; 2025Q2: 5,289 shares; 2025Q3: 5,246 shares; 2025Q4: 4,904 shares 4,904 $264K 0.2% -342 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 694 shares; 2025Q1: 729 shares; 2025Q2: 808 shares; 2025Q3: 840 shares; 2025Q4: 885 shares 885 $262K 0.19% +45 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: not loaded; 2024Q4: 1,533 shares; 2025Q1: 1,192 shares; 2025Q2: 1,221 shares; 2025Q3: 1,480 shares; 2025Q4: 1,310 shares 1,310 $255K 0.19% -170 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,756 shares; 2025Q1: 5,024 shares; 2025Q2: 4,933 shares; 2025Q3: 5,122 shares; 2025Q4: 5,191 shares 5,191 $251K 0.19% +69 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: not loaded; 2024Q4: 111 shares; 2025Q1: 192 shares; 2025Q2: 205 shares; 2025Q3: 397 shares; 2025Q4: 492 shares 492 $247K 0.18% +95 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: not loaded; 2024Q4: 11,741 shares; 2025Q1: 9,180 shares; 2025Q2: 9,412 shares; 2025Q3: 8,944 shares; 2025Q4: 8,657 shares 8,657 $247K 0.18% -287 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: not loaded; 2024Q4: 640 shares; 2025Q1: 552 shares; 2025Q2: 564 shares; 2025Q3: 519 shares; 2025Q4: 503 shares 503 $243K 0.18% -16 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 817 shares; 2025Q1: 826 shares; 2025Q2: 789 shares; 2025Q3: 783 shares; 2025Q4: 790 shares 790 $239K 0.18% +7 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 408 shares; 2025Q2: 306 shares; 2025Q3: 302 shares; 2025Q4: 289 shares 289 $237K 0.18% -13 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: not loaded; 2024Q4: 3,037 shares; 2025Q1: 2,762 shares; 2025Q2: 2,216 shares; 2025Q3: 2,163 shares; 2025Q4: 2,112 shares 2,112 $235K 0.17% -51 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: not loaded; 2024Q4: 699 shares; 2025Q1: 650 shares; 2025Q2: 349 shares; 2025Q3: 394 shares; 2025Q4: 411 shares 411 $233K 0.17% +17 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: not loaded; 2024Q4: 593 shares; 2025Q1: 387 shares; 2025Q2: 354 shares; 2025Q3: 366 shares; 2025Q4: 406 shares 406 $232K 0.17% +40 Timeline SCHO 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 loaded; 2024Q4: 13,507 shares; 2025Q1: 11,767 shares; 2025Q2: 9,297 shares; 2025Q3: 9,282 shares; 2025Q4: 9,312 shares 9,312 $227K 0.17% +30 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 953 shares; 2025Q1: 716 shares; 2025Q2: 1,951 shares; 2025Q3: 2,020 shares; 2025Q4: 2,701 shares 2,701 $226K 0.17% +681 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 671 shares; 2025Q1: 568 shares; 2025Q2: 521 shares; 2025Q3: 531 shares; 2025Q4: 524 shares 524 $223K 0.17% -7 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,111 shares; 2025Q1: 1,080 shares; 2025Q2: 1,040 shares; 2025Q3: 1,045 shares; 2025Q4: 1,052 shares 1,052 $223K 0.17% +7 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,731 shares; 2025Q1: 2,572 shares; 2025Q2: 2,423 shares; 2025Q3: 2,274 shares; 2025Q4: 2,313 shares 2,313 $218K 0.16% +39 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,352 shares; 2025Q1: 4,693 shares; 2025Q2: 4,162 shares; 2025Q3: 3,805 shares; 2025Q4: 4,400 shares 4,400 $218K 0.16% +595 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 loaded; 2024Q4: 492 shares; 2025Q1: 532 shares; 2025Q2: 746 shares; 2025Q3: 1,152 shares; 2025Q4: 1,856 shares 1,856 $217K 0.16% +704 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 loaded; 2024Q4: 741 shares; 2025Q1: 366 shares; 2025Q2: 273 shares; 2025Q3: 261 shares; 2025Q4: 329 shares 329 $215K 0.16% +68 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: not loaded; 2024Q4: 1,070 shares; 2025Q1: 1,147 shares; 2025Q2: 1,412 shares; 2025Q3: 1,624 shares; 2025Q4: 1,777 shares 1,777 $214K 0.16% +153 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: not loaded; 2024Q4: 307 shares; 2025Q1: 292 shares; 2025Q2: 243 shares; 2025Q3: 242 shares; 2025Q4: 247 shares 247 $213K 0.16% +5 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,233 shares; 2025Q1: 4,742 shares; 2025Q2: 4,534 shares; 2025Q3: 5,379 shares; 2025Q4: 5,001 shares 5,001 $208K 0.15% -378 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: not loaded; 2024Q4: 4,149 shares; 2025Q1: 3,539 shares; 2025Q2: 3,048 shares; 2025Q3: 3,036 shares; 2025Q4: 3,035 shares 3,035 $205K 0.15% -1 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,801 shares; 2025Q1: 1,769 shares; 2025Q2: 1,481 shares; 2025Q3: 1,393 shares; 2025Q4: 1,422 shares 1,422 $204K 0.15% +29 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: not loaded; 2024Q4: 482 shares; 2025Q1: 638 shares; 2025Q2: 652 shares; 2025Q3: 766 shares; 2025Q4: 949 shares 949 $203K 0.15% +183 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: not loaded; 2024Q4: 1,732 shares; 2025Q1: 1,369 shares; 2025Q2: 1,319 shares; 2025Q3: 1,507 shares; 2025Q4: 1,260 shares 1,260 $202K 0.15% -247 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,392 shares; 2025Q1: 4,074 shares; 2025Q2: 3,927 shares; 2025Q3: 4,678 shares; 2025Q4: 4,373 shares 4,373 $202K 0.15% -305 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,731 shares; 2025Q1: 4,355 shares; 2025Q2: 3,810 shares; 2025Q3: 3,758 shares; 2025Q4: 3,922 shares 3,922 $200K 0.15% +164 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,087 shares; 2025Q1: 2,434 shares; 2025Q2: 2,005 shares; 2025Q3: 2,049 shares; 2025Q4: 2,177 shares 2,177 $200K 0.15% +128 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 loaded; 2024Q4: 370 shares; 2025Q1: 581 shares; 2025Q2: 379 shares; 2025Q3: 712 shares; 2025Q4: 689 shares 689 $197K 0.15% -23 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: not loaded; 2024Q4: 217 shares; 2025Q1: 161 shares; 2025Q2: 181 shares; 2025Q3: 169 shares; 2025Q4: 182 shares 182 $195K 0.14% +13 Timeline ESGD 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 loaded; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares 1,974 $188K 0.14% 0 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 5,211 shares; 2025Q3: 5,211 shares; 2025Q4: 5,211 shares 5,211 $187K 0.14% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 967 shares; 2025Q1: 890 shares; 2025Q2: 824 shares; 2025Q3: 734 shares; 2025Q4: 731 shares 731 $183K 0.14% -3 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 807 shares; 2025Q1: 758 shares; 2025Q2: 719 shares; 2025Q3: 715 shares; 2025Q4: 705 shares 705 $182K 0.14% -10 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: not loaded; 2024Q4: 414 shares; 2025Q1: 322 shares; 2025Q2: 335 shares; 2025Q3: 326 shares; 2025Q4: 267 shares 267 $177K 0.13% -59 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: not loaded; 2024Q4: 993 shares; 2025Q1: 1,363 shares; 2025Q2: 1,861 shares; 2025Q3: 4,052 shares; 2025Q4: 7,074 shares 7,074 $176K 0.13% +3,022 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 557 shares; 2025Q1: 510 shares; 2025Q2: 486 shares; 2025Q3: 483 shares; 2025Q4: 481 shares 481 $172K 0.13% -2 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 loaded; 2024Q4: 1,398 shares; 2025Q1: 1,196 shares; 2025Q2: 1,015 shares; 2025Q3: 1,036 shares; 2025Q4: 1,111 shares 1,111 $171K 0.13% +75 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,615 shares; 2025Q1: 2,398 shares; 2025Q2: 2,310 shares; 2025Q3: 2,314 shares; 2025Q4: 2,514 shares 2,514 $169K 0.13% +200 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,364 shares; 2025Q1: 7,818 shares; 2025Q2: 6,533 shares; 2025Q3: 6,425 shares; 2025Q4: 6,486 shares 6,486 $167K 0.12% +61 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: not loaded; 2024Q4: 264 shares; 2025Q1: 349 shares; 2025Q2: 351 shares; 2025Q3: 365 shares; 2025Q4: 288 shares 288 $167K 0.12% -77 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,414 shares; 2025Q1: 5,937 shares; 2025Q2: 5,625 shares; 2025Q3: 5,570 shares; 2025Q4: 5,594 shares 5,594 $167K 0.12% +24 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,294 shares 3,294 $165K 0.12% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,697 shares; 2025Q1: 3,592 shares; 2025Q2: 2,636 shares; 2025Q3: 2,605 shares; 2025Q4: 2,147 shares 2,147 $165K 0.12% -458 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 753 shares; 2025Q1: 664 shares; 2025Q2: 587 shares; 2025Q3: 579 shares; 2025Q4: 442 shares 442 $163K 0.12% -137 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,959 shares; 2025Q1: 1,823 shares; 2025Q2: 1,711 shares; 2025Q3: 1,783 shares; 2025Q4: 1,713 shares 1,713 $163K 0.12% -70 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 706 shares; 2025Q2: 698 shares; 2025Q3: 714 shares; 2025Q4: 708 shares 708 $163K 0.12% -6 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 944 shares; 2025Q1: 898 shares; 2025Q2: 851 shares; 2025Q3: 853 shares; 2025Q4: 919 shares 919 $161K 0.12% +66 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: not loaded; 2024Q4: 2,195 shares; 2025Q1: 3,277 shares; 2025Q2: 4,317 shares; 2025Q3: 4,841 shares; 2025Q4: 6,448 shares 6,448 $160K 0.12% +1,607 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,502 shares; 2025Q1: 1,092 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 472 shares 472 $159K 0.12% -282 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 191 shares; 2025Q1: 245 shares; 2025Q2: 235 shares; 2025Q3: 276 shares; 2025Q4: 278 shares 278 $159K 0.12% +2 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: not loaded; 2024Q4: 7,818 shares; 2025Q1: 6,103 shares; 2025Q2: 5,764 shares; 2025Q3: 5,963 shares; 2025Q4: 6,006 shares 6,006 $159K 0.12% +43 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,477 shares; 2025Q1: 2,309 shares; 2025Q2: 2,285 shares; 2025Q3: 3,125 shares; 2025Q4: 3,126 shares 3,126 $158K 0.12% +1 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: not loaded; 2024Q4: 1,705 shares; 2025Q1: 1,184 shares; 2025Q2: 1,123 shares; 2025Q3: 1,108 shares; 2025Q4: 1,490 shares 1,490 $157K 0.12% +382 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,119 shares; 2025Q1: 816 shares; 2025Q2: 755 shares; 2025Q3: 722 shares; 2025Q4: 648 shares 648 $156K 0.12% -74 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 279 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 936 shares 936 $156K 0.12% +360 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 406 shares; 2025Q1: 458 shares; 2025Q2: 387 shares; 2025Q3: 241 shares; 2025Q4: 740 shares 740 $152K 0.11% +499 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,580 shares; 2025Q1: 1,234 shares; 2025Q2: 1,137 shares; 2025Q3: 1,174 shares; 2025Q4: 1,118 shares 1,118 $151K 0.11% -56 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,262 shares; 2025Q1: 2,838 shares; 2025Q2: 2,934 shares; 2025Q3: 3,366 shares; 2025Q4: 3,626 shares 3,626 $148K 0.11% +260 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 535 shares; 2025Q1: 455 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 818 shares 818 $145K 0.11% +303 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 452 shares; 2025Q1: 396 shares; 2025Q2: 469 shares; 2025Q3: 535 shares; 2025Q4: 694 shares 694 $141K 0.1% +159 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,341 shares; 2025Q1: 3,904 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares 1,764 $139K 0.1% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,610 shares; 2025Q1: 81,905 shares; 2025Q2: 86,146 shares; 2025Q3: 24,573 shares; 2025Q4: 2,934 shares 2,934 $138K 0.1% -21,639 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,200 shares; 2025Q1: 160,657 shares; 2025Q2: 150,573 shares; 2025Q3: 148,478 shares; 2025Q4: 5,916 shares 5,916 $138K 0.1% -142,562 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares 558 $137K 0.1% 0 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: not loaded; 2024Q4: 1,078 shares; 2025Q1: 846 shares; 2025Q2: 1,024 shares; 2025Q3: 849 shares; 2025Q4: 953 shares 953 $137K 0.1% +104 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,666 shares; 2025Q1: 2,308 shares; 2025Q2: 2,000 shares; 2025Q3: 2,040 shares; 2025Q4: 1,954 shares 1,954 $137K 0.1% -86 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares 1,947 $135K 0.1% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 391 shares; 2025Q1: 293 shares; 2025Q2: 287 shares; 2025Q3: 286 shares; 2025Q4: 264 shares 264 $135K 0.1% -22 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,183 shares; 2025Q2: 1,376 shares; 2025Q3: 1,413 shares; 2025Q4: 1,406 shares 1,406 $134K 0.1% -7 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,404 shares; 2025Q1: 2,404 shares; 2025Q2: 1,904 shares; 2025Q3: 1,793 shares; 2025Q4: 1,655 shares 1,655 $132K 0.1% -138 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 483 shares; 2025Q1: 447 shares; 2025Q2: 465 shares; 2025Q3: 461 shares; 2025Q4: 513 shares 513 $129K 0.1% +52 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: not loaded; 2024Q4: 377 shares; 2025Q1: 428 shares; 2025Q2: 396 shares; 2025Q3: 392 shares; 2025Q4: 373 shares 373 $128K 0.1% -19 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 599 shares; 2025Q1: 867 shares; 2025Q2: 848 shares; 2025Q3: 816 shares; 2025Q4: 780 shares 780 $126K 0.09% -36 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: not loaded; 2024Q4: 1,115 shares; 2025Q1: 825 shares; 2025Q2: 570 shares; 2025Q3: 596 shares; 2025Q4: 380 shares 380 $125K 0.09% -216 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 118 shares; 2025Q3: 1,474 shares; 2025Q4: 1,423 shares 1,423 $125K 0.09% -51 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: not loaded; 2024Q4: 955 shares; 2025Q1: 798 shares; 2025Q2: 794 shares; 2025Q3: 793 shares; 2025Q4: 1,044 shares 1,044 $122K 0.09% +251 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,002 shares; 2025Q1: 728 shares; 2025Q2: 965 shares; 2025Q3: 918 shares; 2025Q4: 932 shares 932 $122K 0.09% +14 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 loaded; 2024Q4: 563 shares; 2025Q1: 843 shares; 2025Q2: 868 shares; 2025Q3: 2,025 shares; 2025Q4: 3,292 shares 3,292 $121K 0.09% +1,267 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: not loaded; 2024Q4: 425 shares; 2025Q1: 325 shares; 2025Q2: 236 shares; 2025Q3: 260 shares; 2025Q4: 207 shares 207 $120K 0.09% -53 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172 shares; 2025Q1: 221 shares; 2025Q2: 181 shares; 2025Q3: 191 shares; 2025Q4: 643 shares 643 $119K 0.09% +452 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares 190 $119K 0.09% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,818 shares; 2025Q4: 6,153 shares 6,153 $119K 0.09% +4,335 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: not loaded; 2024Q4: 1,208 shares; 2025Q1: 1,139 shares; 2025Q2: 1,112 shares; 2025Q3: 1,614 shares; 2025Q4: 2,055 shares 2,055 $118K 0.09% +441 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 loaded; 2024Q4: 125 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 143 shares; 2025Q4: 133 shares 133 $117K 0.09% -10 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: not loaded; 2024Q4: 398 shares; 2025Q1: 354 shares; 2025Q2: 380 shares; 2025Q3: 335 shares; 2025Q4: 379 shares 379 $116K 0.09% +44 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 loaded; 2024Q4: 294 shares; 2025Q1: 296 shares; 2025Q2: 293 shares; 2025Q3: 236 shares; 2025Q4: 245 shares 245 $111K 0.08% +9 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,698 shares; 2025Q1: 2,453 shares; 2025Q2: 2,113 shares; 2025Q3: 2,119 shares; 2025Q4: 2,122 shares 2,122 $110K 0.08% +3 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: not loaded; 2024Q4: 299 shares; 2025Q1: 249 shares; 2025Q2: 273 shares; 2025Q3: 274 shares; 2025Q4: 206 shares 206 $108K 0.08% -68 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 loaded; 2024Q4: 749 shares; 2025Q1: 968 shares; 2025Q2: 923 shares; 2025Q3: 875 shares; 2025Q4: 870 shares 870 $107K 0.08% -5 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 loaded; 2024Q4: 69 shares; 2025Q1: 77 shares; 2025Q2: 188 shares; 2025Q3: 242 shares; 2025Q4: 491 shares 491 $107K 0.08% +249 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,510 shares; 2025Q1: 1,217 shares; 2025Q2: 1,332 shares; 2025Q3: 1,330 shares; 2025Q4: 1,531 shares 1,531 $106K 0.08% +201 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 52 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 31 shares 31 $105K 0.08% -10 Timeline MSML 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 loaded; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares 1,616 $105K 0.08% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 932 shares; 2025Q1: 776 shares; 2025Q2: 1,069 shares; 2025Q3: 1,114 shares; 2025Q4: 1,052 shares 1,052 $104K 0.08% -62 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 477 shares; 2025Q1: 414 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 271 shares 271 $104K 0.08% +35 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 907 shares; 2025Q1: 963 shares; 2025Q2: 1,329 shares; 2025Q3: 1,298 shares; 2025Q4: 1,331 shares 1,331 $103K 0.08% +33 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 110 shares; 2025Q2: 163 shares; 2025Q3: 167 shares; 2025Q4: 327 shares 327 $102K 0.08% +160 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: not loaded; 2024Q4: 172 shares; 2025Q1: 219 shares; 2025Q2: 195 shares; 2025Q3: 331 shares; 2025Q4: 552 shares 552 $102K 0.08% +221 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 142 shares; 2025Q2: 288 shares; 2025Q3: 365 shares; 2025Q4: 417 shares 417 $101K 0.08% +52 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 96 shares; 2025Q2: 858 shares; 2025Q3: 1,006 shares; 2025Q4: 1,097 shares 1,097 $100K 0.07% +91 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 314 shares; 2025Q1: 206 shares; 2025Q2: 268 shares; 2025Q3: 269 shares; 2025Q4: 340 shares 340 $98.6K 0.07% +71 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 685 shares; 2025Q1: 607 shares; 2025Q2: 395 shares; 2025Q3: 362 shares; 2025Q4: 363 shares 363 $98.4K 0.07% +1 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: not loaded; 2024Q4: 377 shares; 2025Q1: 680 shares; 2025Q2: 519 shares; 2025Q3: 427 shares; 2025Q4: 571 shares 571 $97.7K 0.07% +144 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: not loaded; 2024Q4: 128 shares; 2025Q1: 489 shares; 2025Q2: 940 shares; 2025Q3: 919 shares; 2025Q4: 824 shares 824 $95.7K 0.07% -95 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 775 shares; 2025Q1: 1,103 shares; 2025Q2: 1,727 shares; 2025Q3: 1,299 shares; 2025Q4: 1,768 shares 1,768 $95.4K 0.07% +469 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares 2,071 $95.3K 0.07% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,499 shares; 2025Q1: 9,092 shares; 2025Q2: 7,185 shares; 2025Q3: 7,360 shares; 2025Q4: 7,372 shares 7,372 $95K 0.07% +12 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: not loaded; 2024Q4: 473 shares; 2025Q1: 486 shares; 2025Q2: 421 shares; 2025Q3: 378 shares; 2025Q4: 415 shares 415 $95K 0.07% +37 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,511 shares; 2025Q1: 1,214 shares; 2025Q2: 1,118 shares; 2025Q3: 1,214 shares; 2025Q4: 1,178 shares 1,178 $94.8K 0.07% -36 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 loaded; 2024Q4: 69 shares; 2025Q1: 27 shares; 2025Q2: 108 shares; 2025Q3: 166 shares; 2025Q4: 223 shares 223 $93.6K 0.07% +57 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: 2,659 shares; 2025Q4: 2,659 shares 2,659 $93.3K 0.07% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 280 shares; 2025Q1: 201 shares; 2025Q2: 165 shares; 2025Q3: 163 shares; 2025Q4: 276 shares 276 $92.9K 0.07% +113 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,573 shares; 2025Q1: 1,073 shares; 2025Q2: 1,049 shares; 2025Q3: 1,045 shares; 2025Q4: 954 shares 954 $91.6K 0.07% -91 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,023 shares; 2025Q1: 803 shares; 2025Q2: 940 shares; 2025Q3: 945 shares; 2025Q4: 1,049 shares 1,049 $91.4K 0.07% +104 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 570 shares; 2025Q1: 406 shares; 2025Q2: 436 shares; 2025Q3: 480 shares; 2025Q4: 448 shares 448 $91.2K 0.07% -32 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,560 shares; 2025Q1: 6,069 shares; 2025Q2: 4,629 shares; 2025Q3: 4,767 shares; 2025Q4: 4,632 shares 4,632 $90.5K 0.07% -135 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: not loaded; 2024Q4: 688 shares; 2025Q1: 508 shares; 2025Q2: 511 shares; 2025Q3: 462 shares; 2025Q4: 289 shares 289 $90.3K 0.07% -173 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,525 shares; 2025Q1: 2,066 shares; 2025Q2: 2,159 shares; 2025Q3: 2,127 shares; 2025Q4: 2,041 shares 2,041 $89.5K 0.07% -86 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,394 shares; 2025Q1: 859 shares; 2025Q2: 965 shares; 2025Q3: 910 shares; 2025Q4: 688 shares 688 $88.8K 0.07% -222 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,375 shares; 2025Q3: 3,389 shares; 2025Q4: 3,389 shares 3,389 $88.6K 0.07% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,636 shares; 2025Q1: 921 shares; 2025Q2: 813 shares; 2025Q3: 771 shares; 2025Q4: 491 shares 491 $88.4K 0.07% -280 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 410 shares; 2025Q1: 447 shares; 2025Q2: 442 shares; 2025Q3: 433 shares; 2025Q4: 738 shares 738 $88.4K 0.07% +305 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,158 shares; 2025Q1: 13,146 shares; 2025Q2: 10,021 shares; 2025Q3: 9,631 shares; 2025Q4: 9,051 shares 9,051 $88.2K 0.07% -580 Timeline CLIP 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 loaded; 2024Q4: 3,837 shares; 2025Q1: 1,415 shares; 2025Q2: 977 shares; 2025Q3: 855 shares; 2025Q4: 876 shares 876 $87.7K 0.07% +21 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: not loaded; 2024Q4: 736 shares; 2025Q1: 601 shares; 2025Q2: 519 shares; 2025Q3: 654 shares; 2025Q4: 607 shares 607 $87K 0.06% -47 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,557 shares; 2025Q1: 1,289 shares; 2025Q2: 1,196 shares; 2025Q3: 1,189 shares; 2025Q4: 1,076 shares 1,076 $86.1K 0.06% -113 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 522 shares; 2025Q1: 551 shares; 2025Q2: 589 shares; 2025Q3: 600 shares; 2025Q4: 563 shares 563 $85.5K 0.06% -37 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 loaded; 2024Q4: 574 shares; 2025Q1: 770 shares; 2025Q2: 993 shares; 2025Q3: 1,160 shares; 2025Q4: 1,368 shares 1,368 $85.5K 0.06% +208 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 344 shares; 2025Q1: 319 shares; 2025Q2: 335 shares; 2025Q3: 287 shares; 2025Q4: 373 shares 373 $85.5K 0.06% +86 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares 1,907 $84.2K 0.06% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 635 shares; 2025Q1: 525 shares; 2025Q2: 751 shares; 2025Q3: 750 shares; 2025Q4: 786 shares 786 $84.2K 0.06% +36 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: not loaded; 2024Q4: 1,248 shares; 2025Q1: 1,268 shares; 2025Q2: 2,529 shares; 2025Q3: 2,417 shares; 2025Q4: 2,801 shares 2,801 $83.7K 0.06% +384 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,255 shares; 2025Q1: 6,463 shares; 2025Q2: 5,532 shares; 2025Q3: 5,532 shares; 2025Q4: 5,632 shares 5,632 $83.4K 0.06% +100 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 474 shares; 2025Q1: 466 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 475 shares 475 $82.4K 0.06% +169 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 167 shares; 2025Q1: 148 shares; 2025Q2: 173 shares; 2025Q3: 190 shares; 2025Q4: 145 shares 145 $82.3K 0.06% -45 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 loaded; 2024Q4: 539 shares; 2025Q1: 865 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $81.1K 0.06% 0 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,910 shares; 2025Q1: 2,033 shares; 2025Q2: 1,285 shares; 2025Q3: 1,283 shares; 2025Q4: 1,241 shares 1,241 $80.6K 0.06% -42 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 303 shares; 2025Q1: 280 shares; 2025Q2: 212 shares; 2025Q3: 243 shares; 2025Q4: 365 shares 365 $80.2K 0.06% +122 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 408 shares; 2025Q2: 403 shares; 2025Q3: 335 shares; 2025Q4: 330 shares 330 $80.2K 0.06% -5 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,456 shares; 2025Q1: 1,671 shares; 2025Q2: 1,399 shares; 2025Q3: 1,320 shares; 2025Q4: 1,329 shares 1,329 $79.8K 0.06% +9 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 574 shares; 2025Q1: 614 shares; 2025Q2: 602 shares; 2025Q3: 601 shares; 2025Q4: 847 shares 847 $79.3K 0.06% +246 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,075 shares; 2025Q1: 3,250 shares; 2025Q2: 2,085 shares; 2025Q3: 1,857 shares; 2025Q4: 1,547 shares 1,547 $78.7K 0.06% -310 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 519 shares; 2025Q1: 656 shares; 2025Q2: 634 shares; 2025Q3: 1,130 shares; 2025Q4: 1,235 shares 1,235 $78.7K 0.06% +105 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: not loaded; 2024Q4: 450 shares; 2025Q1: 484 shares; 2025Q2: 299 shares; 2025Q3: 363 shares; 2025Q4: 297 shares 297 $78.7K 0.06% -66 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 267 shares; 2025Q1: 278 shares; 2025Q2: 254 shares; 2025Q3: 251 shares; 2025Q4: 212 shares 212 $78.4K 0.06% -39 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 573 shares; 2025Q1: 618 shares; 2025Q2: 651 shares; 2025Q3: 622 shares; 2025Q4: 967 shares 967 $77.6K 0.06% +345 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 302 shares; 2025Q1: 267 shares; 2025Q2: 226 shares; 2025Q3: 158 shares; 2025Q4: 136 shares 136 $77.5K 0.06% -22 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: not loaded; 2024Q4: 468 shares; 2025Q1: 341 shares; 2025Q2: 329 shares; 2025Q3: 486 shares; 2025Q4: 767 shares 767 $76.1K 0.06% +281 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: not loaded; 2024Q4: 4,717 shares; 2025Q1: 4,314 shares; 2025Q2: 3,484 shares; 2025Q3: 3,514 shares; 2025Q4: 3,613 shares 3,613 $75.9K 0.06% +99 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares 1,101 $75.7K 0.06% 0 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: not loaded; 2024Q4: 505 shares; 2025Q1: 491 shares; 2025Q2: 410 shares; 2025Q3: 414 shares; 2025Q4: 326 shares 326 $74.5K 0.06% -88 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 loaded; 2024Q4: 2,407 shares; 2025Q1: 2,125 shares; 2025Q2: 373 shares; 2025Q3: 518 shares; 2025Q4: 563 shares 563 $73.8K 0.05% +45 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,521 shares; 2025Q1: 1,381 shares; 2025Q2: 905 shares; 2025Q3: 885 shares; 2025Q4: 814 shares 814 $73.3K 0.05% -71 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 536 shares; 2025Q1: 418 shares; 2025Q2: 430 shares; 2025Q3: 409 shares; 2025Q4: 451 shares 451 $73K 0.05% +42 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,016 shares 1,016 $72.8K 0.05% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 542 shares; 2025Q2: 962 shares; 2025Q3: 1,060 shares; 2025Q4: 1,119 shares 1,119 $72K 0.05% +59 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: not loaded; 2024Q4: 924 shares; 2025Q1: 862 shares; 2025Q2: 899 shares; 2025Q3: 761 shares; 2025Q4: 444 shares 444 $71.9K 0.05% -317 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 695 shares; 2025Q1: 957 shares; 2025Q2: 793 shares; 2025Q3: 909 shares; 2025Q4: 974 shares 974 $71.2K 0.05% +65 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: not loaded; 2024Q4: 631 shares; 2025Q1: 589 shares; 2025Q2: 309 shares; 2025Q3: 311 shares; 2025Q4: 312 shares 312 $71K 0.05% +1 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 469 shares; 2025Q1: 331 shares; 2025Q2: 282 shares; 2025Q3: 278 shares; 2025Q4: 218 shares 218 $70.6K 0.05% -60 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 281 shares; 2025Q1: 283 shares; 2025Q2: 309 shares; 2025Q3: 307 shares; 2025Q4: 272 shares 272 $69.4K 0.05% -35 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 279 shares; 2025Q1: 280 shares; 2025Q2: 282 shares; 2025Q3: 300 shares; 2025Q4: 314 shares 314 $69.1K 0.05% +14 Timeline EBND 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 loaded; 2024Q4: 5,190 shares; 2025Q1: 3,505 shares; 2025Q2: 3,352 shares; 2025Q3: 3,342 shares; 2025Q4: 3,210 shares 3,210 $68.6K 0.05% -132 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 266 shares; 2025Q1: 219 shares; 2025Q2: 257 shares; 2025Q3: 153 shares; 2025Q4: 150 shares 150 $66.9K 0.05% -3 WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46 shares; 2025Q1: 39 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares 32 $66.5K 0.05% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 428 shares; 2025Q1: 459 shares; 2025Q2: 369 shares; 2025Q3: 363 shares; 2025Q4: 519 shares 519 $66.3K 0.05% +156 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: not loaded; 2024Q4: 78 shares; 2025Q1: 82 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 75 shares 75 $65.9K 0.05% -2 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,229 shares; 2025Q1: 905 shares; 2025Q2: 912 shares; 2025Q3: 701 shares; 2025Q4: 528 shares 528 $65.5K 0.05% -173 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 111 shares; 2025Q2: 91 shares; 2025Q3: 97 shares; 2025Q4: 427 shares 427 $65.4K 0.05% +330 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 364 shares; 2025Q1: 502 shares; 2025Q2: 341 shares; 2025Q3: 433 shares; 2025Q4: 317 shares 317 $65K 0.05% -116 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: not loaded; 2024Q4: 715 shares; 2025Q1: 667 shares; 2025Q2: 681 shares; 2025Q3: 686 shares; 2025Q4: 649 shares 649 $64.8K 0.05% -37 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 568 shares; 2025Q1: 421 shares; 2025Q2: 272 shares; 2025Q3: 236 shares; 2025Q4: 237 shares 237 $64.7K 0.05% +1 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95 shares; 2025Q1: 87 shares; 2025Q2: 97 shares; 2025Q3: 92 shares; 2025Q4: 95 shares 95 $64.3K 0.05% +3 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: not loaded; 2024Q4: 10 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 12 shares 12 $64.3K 0.05% +1 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,088 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares 899 $64.2K 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 310 shares; 2025Q1: 305 shares; 2025Q2: 297 shares; 2025Q3: 299 shares; 2025Q4: 248 shares 248 $63.8K 0.05% -51 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 236 shares; 2025Q1: 218 shares; 2025Q2: 392 shares; 2025Q3: 426 shares; 2025Q4: 391 shares 391 $63.6K 0.05% -35 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 295 shares; 2025Q1: 307 shares; 2025Q2: 290 shares; 2025Q3: 286 shares; 2025Q4: 246 shares 246 $63.2K 0.05% -40 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 214 shares; 2025Q2: 1,831 shares; 2025Q3: 2,074 shares; 2025Q4: 2,252 shares 2,252 $62.6K 0.05% +178 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 580 shares; 2025Q1: 388 shares; 2025Q2: 189 shares; 2025Q3: 191 shares; 2025Q4: 189 shares 189 $61.9K 0.05% -2 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 70 shares; 2025Q4: 73 shares 73 $61.4K 0.05% +3 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 222 shares; 2025Q1: 278 shares; 2025Q2: 282 shares; 2025Q3: 399 shares; 2025Q4: 584 shares 584 $61.3K 0.05% +185 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201 shares; 2025Q4: 454 shares 454 $61.2K 0.05% +253 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 326 shares; 2025Q1: 314 shares; 2025Q2: 301 shares; 2025Q3: 277 shares; 2025Q4: 213 shares 213 $61.2K 0.05% -64 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,848 shares; 2025Q1: 1,489 shares; 2025Q2: 982 shares; 2025Q3: 942 shares; 2025Q4: 773 shares 773 $61.1K 0.05% -169 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 986 shares; 2025Q1: 742 shares; 2025Q2: 541 shares; 2025Q3: 496 shares; 2025Q4: 328 shares 328 $60.9K 0.05% -168 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,980 shares; 2025Q1: 7,400 shares; 2025Q2: 6,193 shares; 2025Q3: 6,024 shares; 2025Q4: 5,583 shares 5,583 $60.5K 0.04% -441 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117 shares; 2025Q1: 164 shares; 2025Q2: 338 shares; 2025Q3: 351 shares; 2025Q4: 401 shares 401 $60.2K 0.04% +50 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 60 shares; 2025Q2: 335 shares; 2025Q3: 365 shares; 2025Q4: 354 shares 354 $60.2K 0.04% -11 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 329 shares; 2025Q1: 474 shares; 2025Q2: 467 shares; 2025Q3: 459 shares; 2025Q4: 1,494 shares 1,494 $60.1K 0.04% +1,035 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131 shares; 2025Q1: 110 shares; 2025Q2: 102 shares; 2025Q3: 95 shares; 2025Q4: 104 shares 104 $59.7K 0.04% +9 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,848 shares; 2025Q1: 6,956 shares; 2025Q2: 5,466 shares; 2025Q3: 5,479 shares; 2025Q4: 5,609 shares 5,609 $59.6K 0.04% +130 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 844 shares; 2025Q1: 801 shares; 2025Q2: 717 shares; 2025Q3: 721 shares; 2025Q4: 718 shares 718 $59.6K 0.04% -3 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 202 shares; 2025Q1: 120 shares; 2025Q2: 96 shares; 2025Q3: 97 shares; 2025Q4: 59 shares 59 $59.5K 0.04% -38 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,680 shares; 2025Q1: 3,700 shares; 2025Q2: 3,401 shares; 2025Q3: 3,027 shares; 2025Q4: 3,546 shares 3,546 $59.4K 0.04% +519 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,205 shares; 2025Q1: 1,368 shares; 2025Q2: 1,667 shares; 2025Q3: 987 shares; 2025Q4: 987 shares 987 $59.3K 0.04% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,444 shares; 2025Q1: 2,445 shares; 2025Q2: 2,070 shares; 2025Q3: 1,748 shares; 2025Q4: 1,492 shares 1,492 $58.4K 0.04% -256 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 372 shares; 2025Q1: 228 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 421 shares 421 $58K 0.04% +206 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 loaded; 2024Q4: 1,514 shares; 2025Q1: 1,211 shares; 2025Q2: 454 shares; 2025Q3: 423 shares; 2025Q4: 425 shares 425 $57.8K 0.04% +2 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 176 shares; 2025Q1: 238 shares; 2025Q2: 404 shares; 2025Q3: 525 shares; 2025Q4: 574 shares 574 $57.3K 0.04% +49 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,584 shares; 2025Q1: 2,588 shares; 2025Q2: 2,545 shares; 2025Q3: 2,417 shares; 2025Q4: 2,248 shares 2,248 $57.2K 0.04% -169 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36 shares; 2025Q1: 45 shares; 2025Q2: 212 shares; 2025Q3: 195 shares; 2025Q4: 161 shares 161 $57K 0.04% -34 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 loaded; 2024Q4: 325 shares; 2025Q1: 751 shares; 2025Q2: 395 shares; 2025Q3: 481 shares; 2025Q4: 358 shares 358 $57K 0.04% -123 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,597 shares; 2025Q1: 1,476 shares; 2025Q2: 1,316 shares; 2025Q3: 1,295 shares; 2025Q4: 1,262 shares 1,262 $56.9K 0.04% -33 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 146 shares; 2025Q2: 519 shares; 2025Q3: 641 shares; 2025Q4: 652 shares 652 $56.8K 0.04% +11 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,829 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,714 shares; 2025Q4: 1,635 shares 1,635 $56.3K 0.04% -79 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,021 shares; 2025Q1: 835 shares; 2025Q2: 998 shares; 2025Q3: 893 shares; 2025Q4: 1,211 shares 1,211 $56.3K 0.04% +318 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 loaded; 2024Q4: 1,229 shares; 2025Q1: 1,080 shares; 2025Q2: 863 shares; 2025Q3: 584 shares; 2025Q4: 444 shares 444 $55.6K 0.04% -140 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147 shares; 2025Q1: 109 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 99 shares 99 $54.7K 0.04% +12 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,445 shares; 2025Q1: 1,648 shares; 2025Q2: 1,626 shares; 2025Q3: 1,607 shares; 2025Q4: 1,598 shares 1,598 $54.2K 0.04% -9 Timeline KIE 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 loaded; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $54.1K 0.04% 0 Timeline ITA 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 loaded; 2024Q4: 187 shares; 2025Q1: 237 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $53.7K 0.04% 0 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 loaded; 2024Q4: 55 shares; 2025Q1: 99 shares; 2025Q2: 186 shares; 2025Q3: 218 shares; 2025Q4: 127 shares 127 $53.6K 0.04% -91 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 551 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 467 shares 467 $53.6K 0.04% -86 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 152 shares; 2025Q1: 314 shares; 2025Q2: 575 shares; 2025Q3: 484 shares; 2025Q4: 332 shares 332 $53.6K 0.04% -152 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: not loaded; 2024Q4: 49 shares; 2025Q1: 46 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 59 shares 59 $53.5K 0.04% +18 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 213 shares; 2025Q1: 194 shares; 2025Q2: 256 shares; 2025Q3: 237 shares; 2025Q4: 109 shares 109 $53.1K 0.04% -128 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 144 shares; 2025Q2: 152 shares; 2025Q3: 408 shares; 2025Q4: 383 shares 383 $52.8K 0.04% -25 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $52.5K 0.04% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $52.4K 0.04% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 389 shares; 2025Q1: 356 shares; 2025Q2: 449 shares; 2025Q3: 447 shares; 2025Q4: 406 shares 406 $52.4K 0.04% -41 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 3,246 shares; 2025Q2: 3,512 shares; 2025Q3: 4,246 shares; 2025Q4: 3,966 shares 3,966 $52K 0.04% -280 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 630 shares; 2025Q1: 600 shares; 2025Q2: 515 shares; 2025Q3: 459 shares; 2025Q4: 595 shares 595 $52K 0.04% +136 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,645 shares; 2025Q1: 2,175 shares; 2025Q2: 2,035 shares; 2025Q3: 1,108 shares; 2025Q4: 1,210 shares 1,210 $52K 0.04% +102 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,116 shares; 2025Q1: 956 shares; 2025Q2: 688 shares; 2025Q3: 652 shares; 2025Q4: 611 shares 611 $51.2K 0.04% -41 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 loaded; 2024Q4: 27 shares; 2025Q1: 71 shares; 2025Q2: 109 shares; 2025Q3: 104 shares; 2025Q4: 100 shares 100 $51K 0.04% -4 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59 shares; 2025Q1: 77 shares; 2025Q2: 86 shares; 2025Q3: 101 shares; 2025Q4: 109 shares 109 $50.9K 0.04% +8 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 335 shares; 2025Q1: 715 shares; 2025Q2: 626 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $50.8K 0.04% 0 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: not loaded; 2024Q4: 716 shares; 2025Q1: 655 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 620 shares 620 $50.7K 0.04% -37 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 521 shares; 2025Q1: 355 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 303 shares 303 $50.3K 0.04% +48 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 162 shares; 2025Q1: 253 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 1,021 shares 1,021 $50.2K 0.04% +633 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,642 shares; 2025Q1: 2,733 shares; 2025Q2: 3,259 shares; 2025Q3: 2,621 shares; 2025Q4: 2,521 shares 2,521 $49.7K 0.04% -100 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 829 shares; 2025Q2: 1,702 shares; 2025Q3: 1,949 shares; 2025Q4: 1,818 shares 1,818 $49.4K 0.04% -131 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 60 shares; 2025Q2: 44 shares; 2025Q3: 113 shares; 2025Q4: 139 shares 139 $48.9K 0.04% +26 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 962 shares; 2025Q3: 1,040 shares; 2025Q4: 1,068 shares 1,068 $48.7K 0.04% +28 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 228 shares; 2025Q2: 1,033 shares; 2025Q3: 1,010 shares; 2025Q4: 1,031 shares 1,031 $48.1K 0.04% +21 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 506 shares; 2025Q1: 894 shares; 2025Q2: 1,755 shares; 2025Q3: 1,896 shares; 2025Q4: 2,153 shares 2,153 $48K 0.04% +257 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104 shares; 2025Q1: 140 shares; 2025Q2: 132 shares; 2025Q3: 156 shares; 2025Q4: 207 shares 207 $47.9K 0.04% +51 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,795 shares; 2025Q1: 2,477 shares; 2025Q2: 2,456 shares; 2025Q3: 2,189 shares; 2025Q4: 1,845 shares 1,845 $47.8K 0.04% -344 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 178 shares; 2025Q2: 165 shares; 2025Q3: 163 shares; 2025Q4: 163 shares 163 $47.1K 0.03% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 767 shares; 2025Q4: 2,427 shares 2,427 $47K 0.03% +1,660 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,314 shares; 2025Q1: 1,052 shares; 2025Q2: 1,101 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares 1,039 $46.1K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 648 shares; 2025Q1: 280 shares; 2025Q2: 301 shares; 2025Q3: 321 shares; 2025Q4: 295 shares 295 $45.5K 0.03% -26 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: not loaded; 2024Q4: 618 shares; 2025Q1: 572 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574 $45.3K 0.03% 0 Timeline EFAV 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 loaded; 2024Q4: 954 shares; 2025Q1: 624 shares; 2025Q2: 566 shares; 2025Q3: 495 shares; 2025Q4: 525 shares 525 $45.3K 0.03% +30 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: 541 shares; 2025Q2: 560 shares; 2025Q3: 584 shares; 2025Q4: 529 shares 529 $45.3K 0.03% -55 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,591 shares; 2025Q1: 6,100 shares; 2025Q2: 5,509 shares; 2025Q3: 5,502 shares; 2025Q4: 5,261 shares 5,261 $45.2K 0.03% -241 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 231 shares 231 $45.1K 0.03% +8 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 loaded; 2024Q4: 161 shares; 2025Q1: 122 shares; 2025Q2: 177 shares; 2025Q3: 193 shares; 2025Q4: 163 shares 163 $44.9K 0.03% -30 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,391 shares; 2025Q1: 5,838 shares; 2025Q2: 5,906 shares; 2025Q3: 6,874 shares; 2025Q4: 8,140 shares 8,140 $44K 0.03% +1,266 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 166 shares; 2025Q1: 253 shares; 2025Q2: 263 shares; 2025Q3: 259 shares; 2025Q4: 259 shares 259 $43.9K 0.03% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 69 shares; 2025Q2: 70 shares; 2025Q3: 51 shares; 2025Q4: 33 shares 33 $43.9K 0.03% -18 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 109 shares; 2025Q2: 295 shares; 2025Q3: 291 shares; 2025Q4: 256 shares 256 $43.8K 0.03% -35 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 27 shares; 2025Q4: 36 shares 36 $43.7K 0.03% +9 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares 1,749 $43.6K 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 188 shares; 2025Q2: 178 shares; 2025Q3: 180 shares; 2025Q4: 148 shares 148 $43.4K 0.03% -32 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: not loaded; 2024Q4: 160 shares; 2025Q1: 153 shares; 2025Q2: 119 shares; 2025Q3: 85 shares; 2025Q4: 124 shares 124 $43.4K 0.03% +39 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79 shares; 2025Q1: 133 shares; 2025Q2: 184 shares; 2025Q3: 160 shares; 2025Q4: 153 shares 153 $43.3K 0.03% -7 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares 474 $43.3K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 415 shares; 2025Q1: 325 shares; 2025Q2: 312 shares; 2025Q3: 246 shares; 2025Q4: 239 shares 239 $43.3K 0.03% -7 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 35 shares; 2025Q2: 36 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31 $43.2K 0.03% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,138 shares; 2025Q1: 758 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 633 shares 633 $43.1K 0.03% -33 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189 shares; 2025Q1: 102 shares; 2025Q2: 212 shares; 2025Q3: 243 shares; 2025Q4: 169 shares 169 $42.8K 0.03% -74 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112 shares; 2025Q1: 441 shares; 2025Q2: 459 shares; 2025Q3: 628 shares; 2025Q4: 335 shares 335 $42.7K 0.03% -293 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 184 shares; 2025Q2: 240 shares; 2025Q3: 325 shares; 2025Q4: 552 shares 552 $42.7K 0.03% +227 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: not loaded; 2024Q4: 185 shares; 2025Q1: 202 shares; 2025Q2: 184 shares; 2025Q3: 166 shares; 2025Q4: 108 shares 108 $42K 0.03% -58 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 329 shares; 2025Q1: 236 shares; 2025Q2: 334 shares; 2025Q3: 543 shares; 2025Q4: 1,078 shares 1,078 $41.4K 0.03% +535 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 781 shares; 2025Q1: 714 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 466 shares 466 $40.6K 0.03% -60 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126 shares; 2025Q1: 121 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96 $40.5K 0.03% 0 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,571 shares; 2025Q1: 1,246 shares; 2025Q2: 1,211 shares; 2025Q3: 1,235 shares; 2025Q4: 1,250 shares 1,250 $40.4K 0.03% +15 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 83 shares; 2025Q2: 330 shares; 2025Q3: 329 shares; 2025Q4: 366 shares 366 $40.3K 0.03% +37 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 198 shares; 2025Q1: 163 shares; 2025Q2: 217 shares; 2025Q3: 135 shares; 2025Q4: 181 shares 181 $40.2K 0.03% +46 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 245 shares; 2025Q1: 243 shares; 2025Q2: 138 shares; 2025Q3: 136 shares; 2025Q4: 185 shares 185 $40.2K 0.03% +49 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 394 shares; 2025Q1: 357 shares; 2025Q2: 195 shares; 2025Q3: 190 shares; 2025Q4: 186 shares 186 $38.7K 0.03% -4 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,074 shares; 2025Q1: 2,411 shares; 2025Q2: 2,072 shares; 2025Q3: 2,530 shares; 2025Q4: 2,808 shares 2,808 $38.6K 0.03% +278 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $38.4K 0.03% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 79 shares; 2025Q4: 255 shares 255 $38.3K 0.03% +176 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 277 shares; 2025Q1: 262 shares; 2025Q2: 196 shares; 2025Q3: 179 shares; 2025Q4: 188 shares 188 $38.2K 0.03% +9 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 434 shares; 2025Q1: 433 shares; 2025Q2: 425 shares; 2025Q3: 406 shares; 2025Q4: 301 shares 301 $37.9K 0.03% -105 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 899 shares 899 $37.8K 0.03% new Timeline DTCR 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 loaded; 2024Q4: 1,122 shares; 2025Q1: 1,572 shares; 2025Q2: 1,922 shares; 2025Q3: 1,772 shares; 2025Q4: 1,772 shares 1,772 $37.4K 0.03% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,987 shares; 2025Q1: 4,534 shares; 2025Q2: 3,126 shares; 2025Q3: 3,024 shares; 2025Q4: 3,156 shares 3,156 $37K 0.03% +132 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 455 shares; 2025Q1: 311 shares; 2025Q2: 242 shares; 2025Q3: 224 shares; 2025Q4: 235 shares 235 $36.8K 0.03% +11 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 378 shares; 2025Q1: 319 shares; 2025Q2: 378 shares; 2025Q3: 379 shares; 2025Q4: 348 shares 348 $36.7K 0.03% -31 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111 shares; 2025Q1: 102 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 108 shares 108 $36.6K 0.03% -18 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 loaded; 2024Q4: 10 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $36.4K 0.03% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 317 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 409 shares 409 $36.3K 0.03% +79 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 125 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 179 shares 179 $36.3K 0.03% +71 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 176 shares; 2025Q1: 166 shares; 2025Q2: 174 shares; 2025Q3: 172 shares; 2025Q4: 186 shares 186 $36.2K 0.03% +14 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 177 shares; 2025Q3: 112 shares; 2025Q4: 543 shares 543 $36K 0.03% +431 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 551 shares 551 $36K 0.03% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 205 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares 204 $35.5K 0.03% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 371 shares; 2025Q1: 273 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 194 shares 194 $35.3K 0.03% -8 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 598 shares; 2025Q4: 732 shares 732 $35.2K 0.03% +134 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 911 shares; 2025Q1: 469 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares 558 $35.1K 0.03% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 225 shares; 2025Q2: 1,417 shares; 2025Q3: 1,434 shares; 2025Q4: 1,439 shares 1,439 $34.9K 0.03% +5 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 97 shares; 2025Q1: 95 shares; 2025Q2: 96 shares; 2025Q3: 78 shares; 2025Q4: 122 shares 122 $34.8K 0.03% +44 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 1,973 shares; 2025Q3: 1,496 shares; 2025Q4: 2,015 shares 2,015 $34.6K 0.03% +519 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 673 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 762 shares 762 $34.5K 0.03% -58 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 275 shares; 2025Q1: 267 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 324 shares 324 $34.4K 0.03% +137 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 289 shares; 2025Q1: 247 shares; 2025Q2: 564 shares; 2025Q3: 561 shares; 2025Q4: 597 shares 597 $34.3K 0.03% +36 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 loaded; 2024Q4: 5 shares; 2025Q1: 121 shares; 2025Q2: 227 shares; 2025Q3: 151 shares; 2025Q4: 174 shares 174 $34.3K 0.03% +23 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 282 shares; 2025Q1: 312 shares; 2025Q2: 249 shares; 2025Q3: 235 shares; 2025Q4: 212 shares 212 $34.1K 0.03% -23 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218 $33.8K 0.03% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,555 shares; 2025Q1: 3,497 shares; 2025Q2: 3,497 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares 3,497 $33.8K 0.03% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 22 shares; 2025Q3: 29 shares; 2025Q4: 44 shares 44 $33.7K 0.03% +15 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 678 shares; 2025Q1: 450 shares; 2025Q2: 426 shares; 2025Q3: 377 shares; 2025Q4: 350 shares 350 $33.7K 0.03% -27 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 241 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 900 shares 900 $33.7K 0.03% +647 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,429 shares; 2025Q1: 10,481 shares; 2025Q2: 7,261 shares; 2025Q3: 7,288 shares; 2025Q4: 7,673 shares 7,673 $33.6K 0.02% +385 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,641 shares; 2025Q1: 3,661 shares; 2025Q2: 2,860 shares; 2025Q3: 2,624 shares; 2025Q4: 2,422 shares 2,422 $33.4K 0.02% -202 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 loaded; 2024Q4: 241 shares; 2025Q1: 458 shares; 2025Q2: 393 shares; 2025Q3: 442 shares; 2025Q4: 297 shares 297 $33.2K 0.02% -145 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 loaded; 2024Q4: 71 shares; 2025Q1: 199 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 254 shares 254 $33.1K 0.02% +53 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 102 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 82 shares 82 $33.1K 0.02% +49 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,340 shares; 2025Q1: 757 shares; 2025Q2: 694 shares; 2025Q3: 620 shares; 2025Q4: 290 shares 290 $32.9K 0.02% -330 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $32.8K 0.02% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares 228 $32.7K 0.02% 0 Timeline PFFD 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 loaded; 2024Q4: 770 shares; 2025Q1: 866 shares; 2025Q2: 1,845 shares; 2025Q3: 1,843 shares; 2025Q4: 1,728 shares 1,728 $32.7K 0.02% -115 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 125 shares; 2025Q2: 320 shares; 2025Q3: 333 shares; 2025Q4: 368 shares 368 $32.6K 0.02% +35 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232 shares; 2025Q1: 321 shares; 2025Q2: 353 shares; 2025Q3: 345 shares; 2025Q4: 356 shares 356 $32.6K 0.02% +11 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 loaded; 2024Q4: 484 shares; 2025Q1: 485 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $32.5K 0.02% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 294 shares; 2025Q1: 311 shares; 2025Q2: 289 shares; 2025Q3: 301 shares; 2025Q4: 289 shares 289 $32.5K 0.02% -12 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,549 shares; 2025Q1: 1,811 shares; 2025Q2: 3,461 shares; 2025Q3: 3,317 shares; 2025Q4: 3,485 shares 3,485 $32.4K 0.02% +168 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158 shares; 2025Q1: 141 shares; 2025Q2: 175 shares; 2025Q3: 161 shares; 2025Q4: 161 shares 161 $32.4K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 503 shares; 2025Q1: 323 shares; 2025Q2: 475 shares; 2025Q3: 422 shares; 2025Q4: 320 shares 320 $32.3K 0.02% -102 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 loaded; 2024Q4: 1,331 shares; 2025Q1: 842 shares; 2025Q2: 607 shares; 2025Q3: 562 shares; 2025Q4: 606 shares 606 $32K 0.02% +44 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 364 shares; 2025Q1: 356 shares; 2025Q2: 342 shares; 2025Q3: 463 shares; 2025Q4: 326 shares 326 $31.9K 0.02% -137 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 2,179 shares 2,179 $31.9K 0.02% +869 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 loaded; 2024Q4: 480 shares; 2025Q1: 310 shares; 2025Q2: 253 shares; 2025Q3: 264 shares; 2025Q4: 326 shares 326 $31.9K 0.02% +62 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178 shares; 2025Q1: 136 shares; 2025Q2: 216 shares; 2025Q3: 205 shares; 2025Q4: 219 shares 219 $31.7K 0.02% +14 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,990 shares; 2025Q1: 7,911 shares; 2025Q2: 6,151 shares; 2025Q3: 5,869 shares; 2025Q4: 6,317 shares 6,317 $31.7K 0.02% +448 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 168 shares; 2025Q1: 99 shares; 2025Q2: 93 shares; 2025Q3: 80 shares; 2025Q4: 142 shares 142 $31.7K 0.02% +62 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: not loaded; 2024Q4: 268 shares; 2025Q1: 277 shares; 2025Q2: 407 shares; 2025Q3: 467 shares; 2025Q4: 397 shares 397 $31.5K 0.02% -70 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 loaded; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 110 shares; 2025Q4: 219 shares 219 $31.5K 0.02% +109 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170 shares; 2025Q1: 200 shares; 2025Q2: 186 shares; 2025Q3: 213 shares; 2025Q4: 194 shares 194 $31.2K 0.02% -19 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 loaded; 2024Q4: 118 shares; 2025Q1: 112 shares; 2025Q2: 116 shares; 2025Q3: 110 shares; 2025Q4: 108 shares 108 $31.2K 0.02% -2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares 285 $30.9K 0.02% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172 shares; 2025Q1: 248 shares; 2025Q2: 348 shares; 2025Q3: 273 shares; 2025Q4: 313 shares 313 $30.8K 0.02% +40 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares 256 $30.8K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 248 shares; 2025Q1: 249 shares; 2025Q2: 310 shares; 2025Q3: 313 shares; 2025Q4: 167 shares 167 $30.7K 0.02% -146 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,655 shares; 2025Q1: 4,577 shares; 2025Q2: 3,734 shares; 2025Q3: 3,756 shares; 2025Q4: 3,910 shares 3,910 $30.6K 0.02% +154 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: not loaded; 2024Q4: 164 shares; 2025Q1: 158 shares; 2025Q2: 74 shares; 2025Q3: 95 shares; 2025Q4: 156 shares 156 $30.3K 0.02% +61 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 773 shares; 2025Q4: 354 shares 354 $30.2K 0.02% -419 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,128 shares; 2025Q1: 2,811 shares; 2025Q2: 2,788 shares; 2025Q3: 2,040 shares; 2025Q4: 4,546 shares 4,546 $30K 0.02% +2,506 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 118 shares; 2025Q2: 122 shares; 2025Q3: 245 shares; 2025Q4: 270 shares 270 $29.8K 0.02% +25 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 380 shares; 2025Q2: 269 shares; 2025Q3: 77 shares; 2025Q4: 241 shares 241 $29.6K 0.02% +164 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 730 shares; 2025Q1: 486 shares; 2025Q2: 500 shares; 2025Q3: 438 shares; 2025Q4: 360 shares 360 $29.5K 0.02% -78 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 616 shares; 2025Q1: 628 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 418 shares 418 $29.2K 0.02% -89 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 394 shares; 2025Q3: 405 shares; 2025Q4: 403 shares 403 $29.2K 0.02% -2 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 812 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 719 shares; 2025Q4: 613 shares 613 $29.2K 0.02% -106 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 92 shares; 2025Q2: 130 shares; 2025Q3: 140 shares; 2025Q4: 142 shares 142 $29.2K 0.02% +2 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 37 shares; 2025Q2: 72 shares; 2025Q3: 79 shares; 2025Q4: 118 shares 118 $28.9K 0.02% +39 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 44 shares; 2025Q4: 42 shares 42 $28.9K 0.02% -2 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 273 shares; 2025Q4: 274 shares 274 $28.9K 0.02% +1 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: not loaded; 2024Q4: 26 shares; 2025Q1: 59 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares 97 $28.7K 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $28.6K 0.02% 0 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 loaded; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 75 shares; 2025Q4: 85 shares 85 $28.5K 0.02% +10 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,212 shares; 2025Q1: 1,438 shares; 2025Q2: 1,449 shares; 2025Q3: 1,782 shares; 2025Q4: 2,187 shares 2,187 $28.3K 0.02% +405 Timeline CSM 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 loaded; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares 352 $28K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 69 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 57 shares 57 $27.9K 0.02% +18 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,861 shares 1,861 $27.9K 0.02% new 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 loaded; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 321 shares 321 $27.9K 0.02% +67 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 583 shares; 2025Q4: 594 shares 594 $27.8K 0.02% +11 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 830 shares; 2025Q4: 941 shares 941 $27.7K 0.02% +111 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $27.5K 0.02% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 4,091 shares; 2025Q4: 3,374 shares 3,374 $27.2K 0.02% -717 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 628 shares; 2025Q3: 665 shares; 2025Q4: 623 shares 623 $27.1K 0.02% -42 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 180 shares; 2025Q1: 210 shares; 2025Q2: 206 shares; 2025Q3: 218 shares; 2025Q4: 175 shares 175 $27.1K 0.02% -43 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 1,104 shares; 2025Q2: 1,111 shares; 2025Q3: 1,113 shares; 2025Q4: 971 shares 971 $27K 0.02% -142 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 320 shares; 2025Q2: 1,020 shares; 2025Q3: 1,165 shares; 2025Q4: 1,153 shares 1,153 $26.8K 0.02% -12 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 1,076 shares; 2025Q2: 1,072 shares; 2025Q3: 1,068 shares; 2025Q4: 957 shares 957 $26.8K 0.02% -111 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 80 shares; 2025Q3: 52 shares; 2025Q4: 92 shares 92 $26.7K 0.02% +40 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 152 shares; 2025Q1: 189 shares; 2025Q2: 532 shares; 2025Q3: 557 shares; 2025Q4: 553 shares 553 $26.5K 0.02% -4 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares 312 $26.4K 0.02% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 389 shares; 2025Q1: 298 shares; 2025Q2: 370 shares; 2025Q3: 443 shares; 2025Q4: 1,640 shares 1,640 $26.4K 0.02% +1,197 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 808 shares; 2025Q4: 806 shares 806 $26.3K 0.02% -2 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,364 shares; 2025Q1: 1,074 shares; 2025Q2: 896 shares; 2025Q3: 874 shares; 2025Q4: 839 shares 839 $26.1K 0.02% -35 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 loaded; 2024Q4: not reported; 2025Q1: 858 shares; 2025Q2: 893 shares; 2025Q3: 993 shares; 2025Q4: 993 shares 993 $26K 0.02% 0 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: not loaded; 2024Q4: 2,970 shares; 2025Q1: 1,451 shares; 2025Q2: 1,141 shares; 2025Q3: 1,385 shares; 2025Q4: 485 shares 485 $25.9K 0.02% -900 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 487 shares; 2025Q1: 293 shares; 2025Q2: 182 shares; 2025Q3: 222 shares; 2025Q4: 182 shares 182 $25.8K 0.02% -40 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224 shares; 2025Q1: 130 shares; 2025Q2: 90 shares; 2025Q3: 171 shares; 2025Q4: 137 shares 137 $25.8K 0.02% -34 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 351 shares; 2025Q1: 210 shares; 2025Q2: 393 shares; 2025Q3: 433 shares; 2025Q4: 350 shares 350 $25.7K 0.02% -83 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,137 shares; 2025Q1: 1,048 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $25.7K 0.02% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 943 shares; 2025Q1: 772 shares; 2025Q2: 735 shares; 2025Q3: 716 shares; 2025Q4: 380 shares 380 $25.6K 0.02% -336 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 28 shares; 2025Q4: 145 shares 145 $25.5K 0.02% +117 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 33 shares 33 $25.5K 0.02% +25 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,029 shares; 2025Q1: 892 shares; 2025Q2: 929 shares; 2025Q3: 927 shares; 2025Q4: 938 shares 938 $25.4K 0.02% +11 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 484 shares; 2025Q1: 1,081 shares; 2025Q2: 941 shares; 2025Q3: 1,151 shares; 2025Q4: 1,122 shares 1,122 $25.4K 0.02% -29 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares 64 $25.4K 0.02% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 542 shares; 2025Q1: 1,390 shares; 2025Q2: 1,321 shares; 2025Q3: 1,480 shares; 2025Q4: 1,649 shares 1,649 $25.3K 0.02% +169 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,532 shares; 2025Q1: 2,289 shares; 2025Q2: 1,728 shares; 2025Q3: 1,501 shares; 2025Q4: 1,078 shares 1,078 $25.1K 0.02% -423 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 709 shares; 2025Q1: 407 shares; 2025Q2: 352 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $25K 0.02% 0 Timeline NLR 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 loaded; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 200 shares 200 $24.8K 0.02% +175 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 165 shares; 2025Q2: 152 shares; 2025Q3: 176 shares; 2025Q4: 152 shares 152 $24.7K 0.02% -24 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179 shares; 2025Q1: 111 shares; 2025Q2: 138 shares; 2025Q3: 88 shares; 2025Q4: 85 shares 85 $24.6K 0.02% -3 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 815 shares; 2025Q1: 471 shares; 2025Q2: 439 shares; 2025Q3: 408 shares; 2025Q4: 430 shares 430 $24.3K 0.02% +22 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 251 shares; 2025Q2: 703 shares; 2025Q3: 766 shares; 2025Q4: 623 shares 623 $24.3K 0.02% -143 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 331 shares; 2025Q2: 633 shares; 2025Q3: 915 shares; 2025Q4: 590 shares 590 $24.3K 0.02% -325 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares 1,717 $24.3K 0.02% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,163 shares; 2025Q1: 1,573 shares; 2025Q2: 1,551 shares; 2025Q3: 1,861 shares; 2025Q4: 2,210 shares 2,210 $24.3K 0.02% +349 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 208 shares; 2025Q1: 282 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $23.9K 0.02% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 447 shares; 2025Q4: 451 shares 451 $23.5K 0.02% +4 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156 shares; 2025Q1: 174 shares; 2025Q2: 194 shares; 2025Q3: 235 shares; 2025Q4: 240 shares 240 $23.5K 0.02% +5 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 352 shares 352 $23.2K 0.02% +268 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,162 shares; 2025Q1: 5,162 shares; 2025Q2: 5,162 shares; 2025Q3: 5,162 shares; 2025Q4: 1,609 shares 1,609 $23.1K 0.02% -3,553 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116 shares; 2025Q1: 121 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 126 shares 126 $23K 0.02% +66 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36 shares; 2025Q1: 5 shares; 2025Q2: 48 shares; 2025Q3: 128 shares; 2025Q4: 191 shares 191 $22.7K 0.02% +63 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,160 shares; 2025Q1: 715 shares; 2025Q2: 404 shares; 2025Q3: 327 shares; 2025Q4: 307 shares 307 $22.6K 0.02% -20 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 99 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 114 shares 114 $22.6K 0.02% +25 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 326 shares; 2025Q1: 754 shares; 2025Q2: 1,023 shares; 2025Q3: 1,000 shares; 2025Q4: 736 shares 736 $22.5K 0.02% -264 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 946 shares; 2025Q1: 1,206 shares; 2025Q2: 1,097 shares; 2025Q3: 1,180 shares; 2025Q4: 1,179 shares 1,179 $22.4K 0.02% -1 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 546 shares 546 $22.3K 0.02% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 251 shares; 2025Q1: 193 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 792 shares 792 $22.3K 0.02% +573 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,555 shares; 2025Q1: 999 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 302 shares 302 $22.3K 0.02% -617 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 260 shares; 2025Q1: 175 shares; 2025Q2: 81 shares; 2025Q3: 53 shares; 2025Q4: 49 shares 49 $22.2K 0.02% -4 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,547 shares; 2025Q3: 2,704 shares; 2025Q4: 3,436 shares 3,436 $22.2K 0.02% +732 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,012 shares; 2025Q1: 784 shares; 2025Q2: 702 shares; 2025Q3: 659 shares; 2025Q4: 640 shares 640 $22.2K 0.02% -19 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 248 shares 248 $22.1K 0.02% +114 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 53 shares; 2025Q2: 107 shares; 2025Q3: 95 shares; 2025Q4: 36 shares 36 $22K 0.02% -59 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 346 shares; 2025Q2: 340 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $21.6K 0.02% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 831 shares; 2025Q1: 1,061 shares; 2025Q2: 821 shares; 2025Q3: 911 shares; 2025Q4: 1,153 shares 1,153 $21.5K 0.02% +242 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,324 shares; 2025Q1: 2,744 shares; 2025Q2: 1,803 shares; 2025Q3: 1,739 shares; 2025Q4: 1,736 shares 1,736 $21.4K 0.02% -3 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,549 shares; 2025Q2: 1,783 shares; 2025Q3: 1,609 shares; 2025Q4: 1,550 shares 1,550 $21.4K 0.02% -59 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 1,814 shares; 2025Q4: 3,694 shares 3,694 $21.3K 0.02% +1,880 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 99 shares; 2025Q2: 105 shares; 2025Q3: 148 shares; 2025Q4: 219 shares 219 $21.3K 0.02% +71 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 37 shares; 2025Q3: 84 shares; 2025Q4: 262 shares 262 $21.2K 0.02% +178 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248 shares; 2025Q3: 477 shares; 2025Q4: 779 shares 779 $21.1K 0.02% +302 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147 shares; 2025Q1: 96 shares; 2025Q2: 83 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $21K 0.02% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 797 shares; 2025Q1: 467 shares; 2025Q2: 1,064 shares; 2025Q3: 1,117 shares; 2025Q4: 749 shares 749 $20.9K 0.02% -368 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 278 shares; 2025Q4: 408 shares 408 $20.8K 0.02% +130 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 121 shares; 2025Q2: 99 shares; 2025Q3: 95 shares; 2025Q4: 127 shares 127 $20.8K 0.02% +32 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,767 shares; 2025Q1: 1,035 shares; 2025Q2: 1,050 shares; 2025Q3: 983 shares; 2025Q4: 384 shares 384 $20.7K 0.02% -599 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137 shares; 2025Q3: 140 shares; 2025Q4: 228 shares 228 $20.7K 0.02% +88 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114 shares; 2025Q1: 112 shares; 2025Q2: 130 shares; 2025Q3: 119 shares; 2025Q4: 118 shares 118 $20.5K 0.02% -1 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 148 shares; 2025Q1: 176 shares; 2025Q2: 156 shares; 2025Q3: 162 shares; 2025Q4: 855 shares 855 $20.4K 0.02% +693 Timeline