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: 158,117 shares; 2024Q4: 162,033 shares; 2025Q1: 213,571 shares; 2025Q2: 215,993 shares; 2025Q3: 222,820 shares; 2025Q4: 230,125 shares 230,125 $16M 4.37% +7,305 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,848 shares; 2024Q4: 221,216 shares; 2025Q1: 221,771 shares; 2025Q2: 236,649 shares; 2025Q3: 243,845 shares; 2025Q4: 294,483 shares 294,483 $14.5M 3.96% +50,638 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: 6,223 shares; 2024Q4: 26,806 shares; 2025Q1: 325,992 shares; 2025Q2: 329,500 shares; 2025Q3: 389,458 shares; 2025Q4: 407,461 shares 407,461 $13.3M 3.64% +18,003 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: 24,366 shares; 2024Q4: 24,867 shares; 2025Q1: 22,912 shares; 2025Q2: 24,692 shares; 2025Q3: 26,064 shares; 2025Q4: 27,545 shares 27,545 $9.23M 2.53% +1,481 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: 31,342 shares; 2024Q4: 31,768 shares; 2025Q1: 37,695 shares; 2025Q2: 37,809 shares; 2025Q3: 41,982 shares; 2025Q4: 44,949 shares 44,949 $8.58M 2.35% +2,967 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: 29,743 shares; 2024Q4: 29,945 shares; 2025Q1: 29,919 shares; 2025Q2: 29,531 shares; 2025Q3: 29,090 shares; 2025Q4: 28,958 shares 28,958 $7.87M 2.15% -132 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,787 shares; 2024Q4: 9,035 shares; 2025Q1: 9,645 shares; 2025Q2: 10,027 shares; 2025Q3: 11,462 shares; 2025Q4: 12,312 shares 12,312 $7.56M 2.07% +850 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: 33,615 shares; 2024Q4: 32,379 shares; 2025Q1: 32,276 shares; 2025Q2: 33,047 shares; 2025Q3: 31,200 shares; 2025Q4: 31,518 shares 31,518 $7.27M 1.99% +318 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: 45,545 shares; 2024Q4: 48,907 shares; 2025Q1: 59,623 shares; 2025Q2: 61,659 shares; 2025Q3: 88,284 shares; 2025Q4: 98,304 shares 98,304 $6.83M 1.87% +10,020 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,804 shares; 2024Q4: 396,452 shares; 2025Q1: 425,251 shares; 2025Q2: 434,285 shares; 2025Q3: 470,402 shares; 2025Q4: 502,582 shares 502,582 $6.48M 1.77% +32,180 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,738 shares; 2024Q4: 32,896 shares; 2025Q1: 35,952 shares; 2025Q2: 35,982 shares; 2025Q3: 35,160 shares; 2025Q4: 34,587 shares 34,587 $6.13M 1.68% -573 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: 39,721 shares; 2024Q4: 39,283 shares; 2025Q1: 33,822 shares; 2025Q2: 33,994 shares; 2025Q3: 33,978 shares; 2025Q4: 32,404 shares 32,404 $6.04M 1.65% -1,574 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,293 shares; 2024Q4: 41,417 shares; 2025Q1: 52,612 shares; 2025Q2: 63,633 shares; 2025Q3: 121,667 shares; 2025Q4: 136,266 shares 136,266 $5.95M 1.63% +14,599 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: 16,870 shares; 2024Q4: 17,363 shares; 2025Q1: 18,083 shares; 2025Q2: 18,753 shares; 2025Q3: 23,495 shares; 2025Q4: 26,250 shares 26,250 $5.64M 1.54% +2,755 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: 45,168 shares; 2024Q4: 43,351 shares; 2025Q1: 40,189 shares; 2025Q2: 40,123 shares; 2025Q3: 39,565 shares; 2025Q4: 39,251 shares 39,251 $5.63M 1.54% -314 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 26,805 shares; 2025Q1: 43,393 shares; 2025Q2: 52,502 shares; 2025Q3: 101,492 shares; 2025Q4: 124,520 shares 124,520 $5.54M 1.51% +23,028 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: 20,211 shares; 2024Q4: 17,940 shares; 2025Q1: 17,680 shares; 2025Q2: 15,649 shares; 2025Q3: 15,441 shares; 2025Q4: 15,541 shares 15,541 $4.86M 1.33% +100 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,308 shares; 2025Q2: 23,334 shares; 2025Q3: 69,842 shares; 2025Q4: 95,781 shares 95,781 $4.78M 1.31% +25,939 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: 9,671 shares; 2024Q4: 9,594 shares; 2025Q1: 9,530 shares; 2025Q2: 9,733 shares; 2025Q3: 9,628 shares; 2025Q4: 9,610 shares 9,610 $4.65M 1.27% -18 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,241 shares; 2024Q4: 18,693 shares; 2025Q1: 33,172 shares; 2025Q2: 37,982 shares; 2025Q3: 87,881 shares; 2025Q4: 86,045 shares 86,045 $4.35M 1.19% -1,836 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,215 shares; 2024Q4: 27,079 shares; 2025Q1: 34,670 shares; 2025Q2: 33,374 shares; 2025Q3: 39,683 shares; 2025Q4: 41,761 shares 41,761 $4.17M 1.14% +2,078 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: 3,979 shares; 2024Q4: 5,944 shares; 2025Q1: 8,049 shares; 2025Q2: 8,989 shares; 2025Q3: 8,914 shares; 2025Q4: 10,302 shares 10,302 $4.08M 1.12% +1,388 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,157 shares; 2024Q4: 119,923 shares; 2025Q1: 119,945 shares; 2025Q2: 121,060 shares; 2025Q3: 112,777 shares; 2025Q4: 123,911 shares 123,911 $3.64M 1% +11,134 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: 6,325 shares; 2024Q4: 6,869 shares; 2025Q1: 7,712 shares; 2025Q2: 8,044 shares; 2025Q3: 10,519 shares; 2025Q4: 12,021 shares 12,021 $3.63M 0.99% +1,502 Timeline KCE 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: 10,671 shares; 2024Q4: 11,025 shares; 2025Q1: 12,094 shares; 2025Q2: 13,408 shares; 2025Q3: 20,720 shares; 2025Q4: 23,965 shares 23,965 $3.59M 0.98% +3,245 Timeline IGEB 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: 49,537 shares; 2024Q4: 53,406 shares; 2025Q1: 64,237 shares; 2025Q2: 67,138 shares; 2025Q3: 72,720 shares; 2025Q4: 76,230 shares 76,230 $3.48M 0.95% +3,510 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: 4,759 shares; 2024Q4: 4,829 shares; 2025Q1: 4,951 shares; 2025Q2: 5,281 shares; 2025Q3: 5,356 shares; 2025Q4: 5,484 shares 5,484 $3.44M 0.94% +128 Timeline XMMO 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: 13,400 shares; 2024Q4: 15,102 shares; 2025Q1: 20,892 shares; 2025Q2: 21,579 shares; 2025Q3: 22,299 shares; 2025Q4: 24,781 shares 24,781 $3.43M 0.94% +2,482 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 5,995 shares; 2025Q1: 7,247 shares; 2025Q2: 7,245 shares; 2025Q3: 7,001 shares; 2025Q4: 7,139 shares 7,139 $3.32M 0.91% +138 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: 13,424 shares; 2024Q4: 13,859 shares; 2025Q1: 13,748 shares; 2025Q2: 13,807 shares; 2025Q3: 13,845 shares; 2025Q4: 14,509 shares 14,509 $3.19M 0.87% +664 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,558 shares; 2025Q1: 17,064 shares; 2025Q2: 20,430 shares; 2025Q3: 43,377 shares; 2025Q4: 64,022 shares 64,022 $2.92M 0.8% +20,645 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: 9,323 shares; 2024Q4: 9,190 shares; 2025Q1: 15,174 shares; 2025Q2: 15,148 shares; 2025Q3: 15,302 shares; 2025Q4: 15,293 shares 15,293 $2.8M 0.77% -9 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 8,493 shares; 2025Q1: 8,350 shares; 2025Q2: 8,204 shares; 2025Q3: 8,061 shares; 2025Q4: 8,091 shares 8,091 $2.61M 0.71% +30 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: 18,391 shares; 2024Q4: 19,542 shares; 2025Q1: 11,550 shares; 2025Q2: 13,091 shares; 2025Q3: 13,696 shares; 2025Q4: 13,379 shares 13,379 $2.38M 0.65% -317 Timeline QYLD 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: 171,470 shares; 2024Q4: 160,336 shares; 2025Q1: 158,619 shares; 2025Q2: 157,485 shares; 2025Q3: 144,596 shares; 2025Q4: 134,076 shares 134,076 $2.37M 0.65% -10,520 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,155 shares; 2024Q4: 96,828 shares; 2025Q1: 95,274 shares; 2025Q2: 94,868 shares; 2025Q3: 86,912 shares; 2025Q4: 85,843 shares 85,843 $2.36M 0.65% -1,069 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 17,281 shares; 2025Q1: 19,400 shares; 2025Q2: 20,764 shares; 2025Q3: 26,572 shares; 2025Q4: 28,950 shares 28,950 $2.31M 0.63% +2,378 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: 10,267 shares; 2024Q4: 10,234 shares; 2025Q1: 7,797 shares; 2025Q2: 6,493 shares; 2025Q3: 6,542 shares; 2025Q4: 6,557 shares 6,557 $2.27M 0.62% +15 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,046 shares; 2024Q4: 346,036 shares; 2025Q1: 360,509 shares; 2025Q2: 364,694 shares; 2025Q3: 364,162 shares; 2025Q4: 352,298 shares 352,298 $2.17M 0.59% -11,864 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,870 shares; 2024Q4: 36,649 shares; 2025Q1: 38,295 shares; 2025Q2: 39,204 shares; 2025Q3: 40,433 shares; 2025Q4: 38,289 shares 38,289 $2.1M 0.57% -2,144 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,369 shares; 2024Q4: 115,790 shares; 2025Q1: 110,043 shares; 2025Q2: 108,641 shares; 2025Q3: 95,919 shares; 2025Q4: 83,280 shares 83,280 $2.1M 0.57% -12,639 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: 3,538 shares; 2024Q4: 3,908 shares; 2025Q1: 3,901 shares; 2025Q2: 3,966 shares; 2025Q3: 4,059 shares; 2025Q4: 4,193 shares 4,193 $2.05M 0.56% +134 Timeline JPEM 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: 12,082 shares; 2024Q4: 12,696 shares; 2025Q1: 15,447 shares; 2025Q2: 15,989 shares; 2025Q3: 34,927 shares; 2025Q4: 33,537 shares 33,537 $2.04M 0.56% -1,390 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: 13,539 shares; 2024Q4: 14,091 shares; 2025Q1: 13,651 shares; 2025Q2: 14,248 shares; 2025Q3: 14,192 shares; 2025Q4: 14,093 shares 14,093 $2.02M 0.55% -99 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: 13,833 shares; 2024Q4: 13,823 shares; 2025Q1: 13,873 shares; 2025Q2: 13,661 shares; 2025Q3: 13,383 shares; 2025Q4: 13,100 shares 13,100 $2.02M 0.55% -283 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: 8,464 shares; 2024Q4: 11,404 shares; 2025Q1: 11,608 shares; 2025Q2: 13,062 shares; 2025Q3: 39,031 shares; 2025Q4: 51,901 shares 51,901 $1.99M 0.54% +12,870 Timeline VDC 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: 9,019 shares; 2024Q4: 9,319 shares; 2025Q1: 9,323 shares; 2025Q2: 9,369 shares; 2025Q3: 9,563 shares; 2025Q4: 9,371 shares 9,371 $1.98M 0.54% -192 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,289 shares; 2025Q4: 29,454 shares 29,454 $1.91M 0.52% +5,165 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,637 shares; 2024Q4: 89,692 shares; 2025Q1: 88,435 shares; 2025Q2: 87,408 shares; 2025Q3: 85,150 shares; 2025Q4: 76,941 shares 76,941 $1.86M 0.51% -8,209 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,229 shares; 2024Q4: 46,416 shares; 2025Q1: 44,476 shares; 2025Q2: 42,433 shares; 2025Q3: 40,401 shares; 2025Q4: 39,465 shares 39,465 $1.82M 0.5% -936 Timeline FV 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: 36,542 shares; 2024Q4: 36,654 shares; 2025Q1: 36,891 shares; 2025Q2: 34,357 shares; 2025Q3: 28,830 shares; 2025Q4: 28,766 shares 28,766 $1.81M 0.5% -64 Timeline VPU 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: 9,903 shares; 2024Q4: 10,061 shares; 2025Q1: 9,635 shares; 2025Q2: 9,612 shares; 2025Q3: 9,874 shares; 2025Q4: 9,692 shares 9,692 $1.79M 0.49% -182 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,438 shares; 2025Q2: 21,617 shares; 2025Q3: 52,703 shares; 2025Q4: 72,619 shares 72,619 $1.77M 0.48% +19,916 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: 24,043 shares; 2024Q4: 50,454 shares; 2025Q1: 50,633 shares; 2025Q2: 50,674 shares; 2025Q3: 48,771 shares; 2025Q4: 47,799 shares 47,799 $1.76M 0.48% -972 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,584 shares; 2024Q4: 34,902 shares; 2025Q1: 33,782 shares; 2025Q2: 33,782 shares; 2025Q3: 33,107 shares; 2025Q4: 32,532 shares 32,532 $1.72M 0.47% -575 Timeline VHT 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: 8,063 shares; 2024Q4: 8,294 shares; 2025Q1: 8,021 shares; 2025Q2: 7,973 shares; 2025Q3: 5,810 shares; 2025Q4: 5,828 shares 5,828 $1.68M 0.46% +18 Timeline VDE 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: 43,595 shares; 2024Q4: 47,627 shares; 2025Q1: 48,101 shares; 2025Q2: 23,871 shares; 2025Q3: 15,636 shares; 2025Q4: 12,976 shares 12,976 $1.63M 0.45% -2,660 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,581 shares; 2024Q4: 21,297 shares; 2025Q1: 21,372 shares; 2025Q2: 21,740 shares; 2025Q3: 19,425 shares; 2025Q4: 38,088 shares 38,088 $1.63M 0.44% +18,663 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,533 shares; 2025Q3: 6,137 shares; 2025Q4: 8,066 shares 8,066 $1.61M 0.44% +1,929 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: 2,668 shares; 2024Q4: 2,577 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares 2,328 $1.59M 0.44% 0 Timeline LGOV 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: 72,165 shares; 2024Q4: 77,227 shares; 2025Q1: 61,627 shares; 2025Q2: 61,284 shares; 2025Q3: 62,282 shares; 2025Q4: 72,293 shares 72,293 $1.58M 0.43% +10,011 Timeline XSMO 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: 16,425 shares; 2024Q4: 19,793 shares; 2025Q1: 24,000 shares; 2025Q2: 24,850 shares; 2025Q3: 20,691 shares; 2025Q4: 20,626 shares 20,626 $1.49M 0.41% -65 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: 6,163 shares; 2024Q4: 6,158 shares; 2025Q1: 13,162 shares; 2025Q2: 12,872 shares; 2025Q3: 13,434 shares; 2025Q4: 14,443 shares 14,443 $1.44M 0.39% +1,009 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: 28,974 shares; 2024Q4: 28,536 shares; 2025Q1: 26,923 shares; 2025Q2: 27,182 shares; 2025Q3: 23,077 shares; 2025Q4: 22,565 shares 22,565 $1.41M 0.39% -512 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,929 shares; 2024Q4: 101,500 shares; 2025Q1: 102,204 shares; 2025Q2: 105,628 shares; 2025Q3: 100,781 shares; 2025Q4: 86,711 shares 86,711 $1.4M 0.38% -14,070 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: 4,405 shares; 2024Q4: 4,386 shares; 2025Q1: 4,397 shares; 2025Q2: 4,410 shares; 2025Q3: 4,409 shares; 2025Q4: 4,676 shares 4,676 $1.39M 0.38% +267 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,060 shares; 2024Q4: 33,386 shares; 2025Q1: 43,340 shares; 2025Q2: 41,431 shares; 2025Q3: 40,226 shares; 2025Q4: 45,865 shares 45,865 $1.38M 0.38% +5,639 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: 4,205 shares; 2024Q4: 4,257 shares; 2025Q1: 4,337 shares; 2025Q2: 4,312 shares; 2025Q3: 4,340 shares; 2025Q4: 4,733 shares 4,733 $1.35M 0.37% +393 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,844 shares; 2025Q4: 3,704 shares 3,704 $1.33M 0.36% +860 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,933 shares; 2024Q4: 33,055 shares; 2025Q1: 33,870 shares; 2025Q2: 34,155 shares; 2025Q3: 34,070 shares; 2025Q4: 36,990 shares 36,990 $1.32M 0.36% +2,920 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: 10,374 shares; 2024Q4: 10,313 shares; 2025Q1: 9,782 shares; 2025Q2: 10,001 shares; 2025Q3: 9,858 shares; 2025Q4: 8,951 shares 8,951 $1.28M 0.35% -907 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 9,942 shares; 2025Q1: 10,240 shares; 2025Q2: 11,018 shares; 2025Q3: 10,540 shares; 2025Q4: 11,330 shares 11,330 $1.28M 0.35% +790 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: 4,223 shares; 2024Q4: 4,256 shares; 2025Q1: 3,964 shares; 2025Q2: 4,014 shares; 2025Q3: 4,035 shares; 2025Q4: 4,068 shares 4,068 $1.28M 0.35% +33 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: 5,389 shares; 2024Q4: 6,657 shares; 2025Q1: 6,561 shares; 2025Q2: 6,323 shares; 2025Q3: 5,977 shares; 2025Q4: 5,958 shares 5,958 $1.23M 0.34% -19 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,690 shares; 2024Q4: 27,690 shares; 2025Q1: 27,065 shares; 2025Q2: 26,965 shares; 2025Q3: 22,815 shares; 2025Q4: 22,815 shares 22,815 $1.22M 0.33% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,675 shares; 2024Q4: 10,675 shares; 2025Q1: 10,675 shares; 2025Q2: 10,475 shares; 2025Q3: 21,320 shares; 2025Q4: 23,180 shares 23,180 $1.2M 0.33% +1,860 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,475 shares; 2025Q3: 4,178 shares; 2025Q4: 4,178 shares 4,178 $1.17M 0.32% 0 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: 3,080 shares; 2024Q4: 3,035 shares; 2025Q1: 4,919 shares; 2025Q2: 5,323 shares; 2025Q3: 5,293 shares; 2025Q4: 5,304 shares 5,304 $1.14M 0.31% +11 Timeline FTHI 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: 27,000 shares; 2024Q4: 42,679 shares; 2025Q1: 51,249 shares; 2025Q2: 50,749 shares; 2025Q3: 49,749 shares; 2025Q4: 47,601 shares 47,601 $1.12M 0.31% -2,148 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,780 shares; 2024Q4: 46,678 shares; 2025Q1: 50,346 shares; 2025Q2: 51,410 shares; 2025Q3: 61,862 shares; 2025Q4: 55,122 shares 55,122 $1.12M 0.3% -6,740 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,058 shares; 2025Q1: 986 shares; 2025Q2: 971 shares; 2025Q3: 946 shares; 2025Q4: 1,037 shares 1,037 $1.11M 0.3% +91 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: 3,251 shares; 2024Q4: 3,214 shares; 2025Q1: 4,680 shares; 2025Q2: 5,374 shares; 2025Q3: 7,713 shares; 2025Q4: 11,146 shares 11,146 $1.1M 0.3% +3,433 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,271 shares; 2024Q4: 10,259 shares; 2025Q1: 21,645 shares; 2025Q2: 21,638 shares; 2025Q3: 19,228 shares; 2025Q4: 19,228 shares 19,228 $1.09M 0.3% 0 Timeline PID 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: 61,419 shares; 2024Q4: 62,422 shares; 2025Q1: 92,686 shares; 2025Q2: 73,810 shares; 2025Q3: 73,182 shares; 2025Q4: 49,185 shares 49,185 $1.08M 0.3% -23,997 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,400 shares; 2024Q4: 20,400 shares; 2025Q1: 19,342 shares; 2025Q2: 19,333 shares; 2025Q3: 18,991 shares; 2025Q4: 18,991 shares 18,991 $1.06M 0.29% 0 Timeline PFF 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: 45,879 shares; 2024Q4: 43,593 shares; 2025Q1: 42,659 shares; 2025Q2: 41,630 shares; 2025Q3: 39,673 shares; 2025Q4: 34,200 shares 34,200 $1.06M 0.29% -5,473 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 13,209 shares; 2025Q1: 15,281 shares; 2025Q2: 16,539 shares; 2025Q3: 19,828 shares; 2025Q4: 21,009 shares 21,009 $1.04M 0.29% +1,181 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,359 shares; 2024Q4: 36,504 shares; 2025Q1: 31,609 shares; 2025Q2: 30,954 shares; 2025Q3: 26,284 shares; 2025Q4: 22,359 shares 22,359 $1.03M 0.28% -3,925 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: 1,099 shares; 2024Q4: 1,258 shares; 2025Q1: 1,632 shares; 2025Q2: 1,681 shares; 2025Q3: 1,768 shares; 2025Q4: 2,269 shares 2,269 $1.02M 0.28% +501 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 5,214 shares; 2025Q1: 5,173 shares; 2025Q2: 4,830 shares; 2025Q3: 4,443 shares; 2025Q4: 4,456 shares 4,456 $1.02M 0.28% +13 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,620 shares; 2025Q3: 15,205 shares; 2025Q4: 15,918 shares 15,918 $1.01M 0.28% +713 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: not reported; 2025Q2: 501 shares; 2025Q3: 1,955 shares; 2025Q4: 2,114 shares 2,114 $1M 0.27% +159 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: 18,154 shares; 2024Q4: 17,061 shares; 2025Q1: 16,294 shares; 2025Q2: 16,153 shares; 2025Q3: 15,367 shares; 2025Q4: 18,015 shares 18,015 $991K 0.27% +2,648 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: 6,133 shares; 2024Q4: 5,855 shares; 2025Q1: 6,595 shares; 2025Q2: 6,935 shares; 2025Q3: 7,019 shares; 2025Q4: 8,222 shares 8,222 $916K 0.25% +1,203 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 22,973 shares; 2025Q1: 21,512 shares; 2025Q2: 22,391 shares; 2025Q3: 21,692 shares; 2025Q4: 19,434 shares 19,434 $915K 0.25% -2,258 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,646 shares; 2025Q4: 17,434 shares 17,434 $909K 0.25% +3,788 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 6,384 shares; 2025Q1: 6,498 shares; 2025Q2: 6,466 shares; 2025Q3: 6,161 shares; 2025Q4: 5,841 shares 5,841 $890K 0.24% -320 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 5,357 shares; 2025Q1: 6,976 shares; 2025Q2: 6,897 shares; 2025Q3: 7,775 shares; 2025Q4: 8,546 shares 8,546 $880K 0.24% +771 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,021 shares; 2025Q1: 1,140 shares; 2025Q2: 1,331 shares; 2025Q3: 1,333 shares; 2025Q4: 1,526 shares 1,526 $874K 0.24% +193 Timeline PKB 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: 4,763 shares; 2024Q4: 4,818 shares; 2025Q1: 5,308 shares; 2025Q2: 6,248 shares; 2025Q3: 7,508 shares; 2025Q4: 9,147 shares 9,147 $847K 0.23% +1,639 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: 8,470 shares; 2024Q4: 8,615 shares; 2025Q1: 8,456 shares; 2025Q2: 8,495 shares; 2025Q3: 8,188 shares; 2025Q4: 10,490 shares 10,490 $842K 0.23% +2,302 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: 6,391 shares; 2024Q4: 6,196 shares; 2025Q1: 6,616 shares; 2025Q2: 6,649 shares; 2025Q3: 6,257 shares; 2025Q4: 6,961 shares 6,961 $838K 0.23% +704 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: 1,345 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,313 shares; 2025Q3: 1,316 shares; 2025Q4: 1,458 shares 1,458 $831K 0.23% +142 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,133 shares; 2025Q1: 3,981 shares; 2025Q2: 3,981 shares; 2025Q3: 3,723 shares; 2025Q4: 3,593 shares 3,593 $827K 0.23% -130 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,037 shares 32,037 $827K 0.23% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,638 shares; 2024Q4: 52,872 shares; 2025Q1: 49,617 shares; 2025Q2: 49,714 shares; 2025Q3: 47,430 shares; 2025Q4: 44,960 shares 44,960 $819K 0.22% -2,470 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: 3,495 shares; 2024Q4: 3,453 shares; 2025Q1: 3,545 shares; 2025Q2: 3,541 shares; 2025Q3: 3,358 shares; 2025Q4: 3,304 shares 3,304 $813K 0.22% -54 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,593 shares; 2025Q1: 1,620 shares; 2025Q2: 1,649 shares; 2025Q3: 1,530 shares; 2025Q4: 1,599 shares 1,599 $804K 0.22% +69 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,400 shares; 2024Q4: 28,022 shares; 2025Q1: 34,208 shares; 2025Q2: 35,041 shares; 2025Q3: 23,053 shares; 2025Q4: 13,696 shares 13,696 $803K 0.22% -9,357 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 584 shares; 2025Q1: 1,267 shares; 2025Q2: 1,485 shares; 2025Q3: 1,805 shares; 2025Q4: 1,888 shares 1,888 $779K 0.21% +83 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: 1,199 shares; 2024Q4: 1,121 shares; 2025Q1: 1,123 shares; 2025Q2: 1,448 shares; 2025Q3: 1,560 shares; 2025Q4: 1,608 shares 1,608 $778K 0.21% +48 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,792 shares; 2024Q4: 41,989 shares; 2025Q1: 42,101 shares; 2025Q2: 41,707 shares; 2025Q3: 42,023 shares; 2025Q4: 42,524 shares 42,524 $766K 0.21% +501 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,849 shares; 2024Q4: 17,003 shares; 2025Q1: 20,841 shares; 2025Q2: 21,956 shares; 2025Q3: 32,901 shares; 2025Q4: 39,053 shares 39,053 $735K 0.2% +6,152 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 reported; 2024Q4: 10,306 shares; 2025Q1: 11,494 shares; 2025Q2: 15,781 shares; 2025Q3: 13,412 shares; 2025Q4: 15,401 shares 15,401 $725K 0.2% +1,989 Timeline PAVE 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: 17,256 shares; 2024Q4: 16,906 shares; 2025Q1: 16,703 shares; 2025Q2: 15,503 shares; 2025Q3: 15,518 shares; 2025Q4: 15,142 shares 15,142 $724K 0.2% -376 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: 1,688 shares; 2024Q4: 1,415 shares; 2025Q1: 1,423 shares; 2025Q2: 1,449 shares; 2025Q3: 1,451 shares; 2025Q4: 1,442 shares 1,442 $707K 0.19% -9 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,059 shares; 2024Q4: 31,000 shares; 2025Q1: 30,060 shares; 2025Q2: 29,524 shares; 2025Q3: 27,958 shares; 2025Q4: 23,190 shares 23,190 $705K 0.19% -4,768 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: 698 shares; 2024Q4: 720 shares; 2025Q1: 791 shares; 2025Q2: 793 shares; 2025Q3: 1,062 shares; 2025Q4: 1,066 shares 1,066 $704K 0.19% +4 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,385 shares; 2024Q4: 32,770 shares; 2025Q1: 29,980 shares; 2025Q2: 30,495 shares; 2025Q3: 29,080 shares; 2025Q4: 29,080 shares 29,080 $699K 0.19% 0 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: 1,750 shares; 2024Q4: 2,640 shares; 2025Q1: 2,774 shares; 2025Q2: 2,812 shares; 2025Q3: 1,941 shares; 2025Q4: 1,971 shares 1,971 $696K 0.19% +30 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: 11,928 shares; 2024Q4: 10,635 shares; 2025Q1: 9,172 shares; 2025Q2: 8,906 shares; 2025Q3: 8,551 shares; 2025Q4: 8,956 shares 8,956 $690K 0.19% +405 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares 4,380 $679K 0.19% new 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: 1,988 shares; 2024Q4: 2,037 shares; 2025Q1: 2,073 shares; 2025Q2: 2,228 shares; 2025Q3: 2,030 shares; 2025Q4: 2,227 shares 2,227 $677K 0.19% +197 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,666 shares; 2025Q1: 2,636 shares; 2025Q2: 2,496 shares; 2025Q3: 2,602 shares; 2025Q4: 2,616 shares 2,616 $675K 0.18% +14 Timeline BUG 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: 23,648 shares; 2024Q4: 23,498 shares; 2025Q1: 22,588 shares; 2025Q2: 21,512 shares; 2025Q3: 21,612 shares; 2025Q4: 22,102 shares 22,102 $673K 0.18% +490 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,437 shares 12,437 $653K 0.18% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,050 shares; 2024Q4: 10,190 shares; 2025Q1: 10,344 shares; 2025Q2: 10,160 shares; 2025Q3: 10,243 shares; 2025Q4: 9,921 shares 9,921 $638K 0.17% -322 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,341 shares; 2025Q4: 8,952 shares 8,952 $624K 0.17% -389 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: 48,531 shares; 2024Q4: 52,736 shares; 2025Q1: 60,842 shares; 2025Q2: 46,577 shares; 2025Q3: 40,189 shares; 2025Q4: 32,681 shares 32,681 $618K 0.17% -7,508 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,577 shares; 2024Q4: 18,392 shares; 2025Q1: 14,582 shares; 2025Q2: 14,283 shares; 2025Q3: 13,284 shares; 2025Q4: 13,933 shares 13,933 $618K 0.17% +649 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,152 shares; 2025Q4: 17,353 shares 17,353 $613K 0.17% +6,201 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,964 shares; 2025Q4: 13,482 shares 13,482 $605K 0.17% -482 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,656 shares; 2025Q4: 4,819 shares 4,819 $598K 0.16% +1,163 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: 643 shares; 2024Q4: 689 shares; 2025Q1: 699 shares; 2025Q2: 700 shares; 2025Q3: 704 shares; 2025Q4: 668 shares 668 $587K 0.16% -36 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,919 shares 11,919 $584K 0.16% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,066 shares; 2025Q1: 2,018 shares; 2025Q2: 1,906 shares; 2025Q3: 1,960 shares; 2025Q4: 1,987 shares 1,987 $577K 0.16% +27 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: 12,038 shares; 2024Q4: 11,900 shares; 2025Q1: 10,919 shares; 2025Q2: 10,273 shares; 2025Q3: 10,042 shares; 2025Q4: 9,807 shares 9,807 $564K 0.15% -235 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: 3,075 shares; 2024Q4: 2,951 shares; 2025Q1: 2,647 shares; 2025Q2: 2,631 shares; 2025Q3: 3,179 shares; 2025Q4: 2,849 shares 2,849 $556K 0.15% -330 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,646 shares; 2024Q4: 77,578 shares; 2025Q1: 73,070 shares; 2025Q2: 73,416 shares; 2025Q3: 70,665 shares; 2025Q4: 68,329 shares 68,329 $554K 0.15% -2,336 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 5,933 shares; 2025Q1: 5,974 shares; 2025Q2: 6,023 shares; 2025Q3: 6,064 shares; 2025Q4: 8,135 shares 8,135 $529K 0.14% +2,071 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: 5,775 shares; 2024Q4: 5,610 shares; 2025Q1: 5,469 shares; 2025Q2: 5,695 shares; 2025Q3: 5,172 shares; 2025Q4: 5,016 shares 5,016 $528K 0.14% -156 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: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 840 shares; 2025Q3: 865 shares; 2025Q4: 949 shares 949 $525K 0.14% +84 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: 3,479 shares; 2024Q4: 3,509 shares; 2025Q1: 3,457 shares; 2025Q2: 3,462 shares; 2025Q3: 3,263 shares; 2025Q4: 3,261 shares 3,261 $523K 0.14% -2 Timeline IBOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,067 shares; 2025Q4: 9,867 shares 9,867 $519K 0.14% +800 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: 659 shares; 2024Q4: 819 shares; 2025Q1: 746 shares; 2025Q2: 662 shares; 2025Q3: 710 shares; 2025Q4: 689 shares 689 $519K 0.14% -21 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,123 shares; 2025Q1: 2,013 shares; 2025Q2: 1,987 shares; 2025Q3: 1,890 shares; 2025Q4: 1,907 shares 1,907 $505K 0.14% +17 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: 1,382 shares; 2024Q4: 1,387 shares; 2025Q1: 1,386 shares; 2025Q2: 1,380 shares; 2025Q3: 1,390 shares; 2025Q4: 1,439 shares 1,439 $505K 0.14% +49 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: 683 shares; 2024Q4: 695 shares; 2025Q1: 676 shares; 2025Q2: 700 shares; 2025Q3: 588 shares; 2025Q4: 582 shares 582 $502K 0.14% -6 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: 3,679 shares; 2024Q4: 3,480 shares; 2025Q1: 3,483 shares; 2025Q2: 3,384 shares; 2025Q3: 3,233 shares; 2025Q4: 3,148 shares 3,148 $501K 0.14% -85 Timeline DVLU 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: 15,269 shares; 2024Q4: 15,113 shares; 2025Q1: 14,091 shares; 2025Q2: 14,095 shares; 2025Q3: 14,097 shares; 2025Q4: 13,951 shares 13,951 $499K 0.14% -146 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,050 shares; 2025Q1: 1,057 shares; 2025Q2: 1,052 shares; 2025Q3: 952 shares; 2025Q4: 952 shares 952 $498K 0.14% 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: 1,588 shares; 2024Q4: 1,589 shares; 2025Q1: 1,593 shares; 2025Q2: 1,574 shares; 2025Q3: 1,484 shares; 2025Q4: 1,459 shares 1,459 $491K 0.13% -25 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 11,846 shares; 2025Q1: 11,261 shares; 2025Q2: 11,469 shares; 2025Q3: 8,687 shares; 2025Q4: 7,256 shares 7,256 $486K 0.13% -1,431 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: 4,659 shares; 2024Q4: 4,580 shares; 2025Q1: 3,992 shares; 2025Q2: 3,815 shares; 2025Q3: 3,723 shares; 2025Q4: 4,160 shares 4,160 $485K 0.13% +437 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: 1,713 shares; 2024Q4: 1,735 shares; 2025Q1: 1,974 shares; 2025Q2: 1,960 shares; 2025Q3: 1,961 shares; 2025Q4: 2,221 shares 2,221 $482K 0.13% +260 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: 3,764 shares; 2024Q4: 3,954 shares; 2025Q1: 2,623 shares; 2025Q2: 2,606 shares; 2025Q3: 2,489 shares; 2025Q4: 2,497 shares 2,497 $478K 0.13% +8 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,011 shares; 2024Q4: 93,851 shares; 2025Q1: 71,152 shares; 2025Q2: 64,981 shares; 2025Q3: 62,485 shares; 2025Q4: 49,625 shares 49,625 $476K 0.13% -12,860 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,304 shares; 2025Q1: 4,304 shares; 2025Q2: 4,304 shares; 2025Q3: 4,254 shares; 2025Q4: 4,275 shares 4,275 $474K 0.13% +21 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,442 shares; 2024Q4: 31,730 shares; 2025Q1: 31,499 shares; 2025Q2: 31,477 shares; 2025Q3: 23,498 shares; 2025Q4: 21,462 shares 21,462 $473K 0.13% -2,036 Timeline PGF 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: 65,063 shares; 2024Q4: 58,087 shares; 2025Q1: 52,956 shares; 2025Q2: 52,637 shares; 2025Q3: 39,055 shares; 2025Q4: 33,213 shares 33,213 $470K 0.13% -5,842 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 5,024 shares; 2025Q1: 4,431 shares; 2025Q2: 4,432 shares; 2025Q3: 4,438 shares; 2025Q4: 4,333 shares 4,333 $462K 0.13% -105 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,605 shares; 2025Q1: 5,321 shares; 2025Q2: 5,197 shares; 2025Q3: 4,352 shares; 2025Q4: 4,354 shares 4,354 $453K 0.12% +2 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,848 shares; 2025Q1: 3,891 shares; 2025Q2: 3,517 shares; 2025Q3: 3,234 shares; 2025Q4: 2,635 shares 2,635 $451K 0.12% -599 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3,714 shares; 2025Q1: 3,639 shares; 2025Q2: 3,630 shares; 2025Q3: 3,478 shares; 2025Q4: 3,386 shares 3,386 $449K 0.12% -92 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 6,920 shares; 2025Q1: 6,920 shares; 2025Q2: 7,482 shares; 2025Q3: 8,363 shares; 2025Q4: 8,704 shares 8,704 $441K 0.12% +341 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: 2,776 shares; 2024Q4: 2,301 shares; 2025Q1: 2,317 shares; 2025Q2: 2,660 shares; 2025Q3: 2,671 shares; 2025Q4: 2,650 shares 2,650 $431K 0.12% -21 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,050 shares; 2025Q1: 11,452 shares; 2025Q2: not reported; 2025Q3: 28,042 shares; 2025Q4: 29,522 shares 29,522 $429K 0.12% +1,480 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: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,496 shares; 2025Q2: 1,668 shares; 2025Q3: 1,699 shares; 2025Q4: 2,949 shares 2,949 $425K 0.12% +1,250 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 7,650 shares; 2025Q1: 7,543 shares; 2025Q2: 7,583 shares; 2025Q3: 7,602 shares; 2025Q4: 7,639 shares 7,639 $422K 0.12% +37 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,510 shares; 2025Q2: 14,057 shares; 2025Q3: 13,253 shares; 2025Q4: 13,464 shares 13,464 $420K 0.11% +211 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: 4,180 shares; 2024Q4: 3,930 shares; 2025Q1: 3,602 shares; 2025Q2: 3,564 shares; 2025Q3: 2,714 shares; 2025Q4: 3,679 shares 3,679 $419K 0.11% +965 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 6,718 shares; 2025Q1: 6,496 shares; 2025Q2: 6,937 shares; 2025Q3: 7,040 shares; 2025Q4: 7,741 shares 7,741 $416K 0.11% +701 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: 3,782 shares; 2024Q4: 3,060 shares; 2025Q1: 2,797 shares; 2025Q2: 3,242 shares; 2025Q3: 3,475 shares; 2025Q4: 3,473 shares 3,473 $407K 0.11% -2 Timeline PGX 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: 58,244 shares; 2024Q4: 55,038 shares; 2025Q1: 49,727 shares; 2025Q2: 42,742 shares; 2025Q3: 39,817 shares; 2025Q4: 35,212 shares 35,212 $396K 0.11% -4,605 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,635 shares; 2025Q1: 1,662 shares; 2025Q2: 1,806 shares; 2025Q3: 1,069 shares; 2025Q4: 1,070 shares 1,070 $396K 0.11% +1 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,600 shares; 2024Q4: 33,030 shares; 2025Q1: 32,730 shares; 2025Q2: 32,230 shares; 2025Q3: 28,130 shares; 2025Q4: 26,580 shares 26,580 $393K 0.11% -1,550 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,853 shares; 2024Q4: 27,910 shares; 2025Q1: 30,502 shares; 2025Q2: 30,117 shares; 2025Q3: 37,872 shares; 2025Q4: 38,817 shares 38,817 $387K 0.11% +945 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,097 shares; 2025Q1: 1,109 shares; 2025Q2: 1,097 shares; 2025Q3: 1,046 shares; 2025Q4: 1,263 shares 1,263 $386K 0.11% +217 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: 4,523 shares; 2024Q4: 4,511 shares; 2025Q1: 4,442 shares; 2025Q2: 4,446 shares; 2025Q3: 4,114 shares; 2025Q4: 4,008 shares 4,008 $382K 0.1% -106 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 9,785 shares; 2025Q1: 9,294 shares; 2025Q2: 9,231 shares; 2025Q3: 9,367 shares; 2025Q4: 9,217 shares 9,217 $380K 0.1% -150 Timeline XMLV 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: 6,163 shares; 2024Q4: 6,190 shares; 2025Q1: 5,906 shares; 2025Q2: 6,198 shares; 2025Q3: 6,163 shares; 2025Q4: 6,085 shares 6,085 $380K 0.1% -78 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,559 shares; 2025Q1: 3,614 shares; 2025Q2: 3,519 shares; 2025Q3: 3,598 shares; 2025Q4: 3,442 shares 3,442 $376K 0.1% -156 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: 110,014 shares; 2024Q4: 6,913 shares; 2025Q1: 6,953 shares; 2025Q2: 6,997 shares; 2025Q3: 7,016 shares; 2025Q4: 7,036 shares 7,036 $375K 0.1% +20 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,396 shares; 2025Q1: 1,386 shares; 2025Q2: 1,341 shares; 2025Q3: 1,159 shares; 2025Q4: 1,159 shares 1,159 $369K 0.1% 0 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: 577 shares; 2024Q4: 632 shares; 2025Q1: 671 shares; 2025Q2: 660 shares; 2025Q3: 644 shares; 2025Q4: 639 shares 639 $365K 0.1% -5 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,757 shares; 2025Q4: 16,309 shares 16,309 $365K 0.1% +4,552 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: 14,550 shares; 2024Q4: 9,650 shares; 2025Q1: 9,500 shares; 2025Q2: 8,558 shares; 2025Q3: 8,172 shares; 2025Q4: 8,146 shares 8,146 $362K 0.1% -26 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 2,409 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares 2,308 $354K 0.1% 0 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: 2,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 3,046 shares; 2025Q4: 3,048 shares 3,048 $350K 0.1% +2 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,076 shares; 2025Q1: 11,811 shares; 2025Q2: 12,352 shares; 2025Q3: 13,912 shares; 2025Q4: 13,317 shares 13,317 $349K 0.1% -595 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,565 shares; 2025Q3: 6,065 shares; 2025Q4: 6,065 shares 6,065 $333K 0.09% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,358 shares; 2025Q2: 4,490 shares; 2025Q3: 4,897 shares; 2025Q4: 4,042 shares 4,042 $329K 0.09% -855 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: 3,689 shares; 2024Q4: 5,358 shares; 2025Q1: 5,410 shares; 2025Q2: 3,850 shares; 2025Q3: 3,695 shares; 2025Q4: 3,502 shares 3,502 $328K 0.09% -193 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,218 shares; 2024Q4: 21,247 shares; 2025Q1: 20,762 shares; 2025Q2: 17,709 shares; 2025Q3: 14,922 shares; 2025Q4: 14,098 shares 14,098 $327K 0.09% -824 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,623 shares; 2025Q3: not reported; 2025Q4: 6,255 shares 6,255 $318K 0.09% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,129 shares; 2025Q1: 6,112 shares; 2025Q2: 5,492 shares; 2025Q3: 5,387 shares; 2025Q4: 4,890 shares 4,890 $317K 0.09% -497 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,125 shares; 2025Q2: 3,397 shares; 2025Q3: 3,525 shares; 2025Q4: 3,298 shares 3,298 $317K 0.09% -227 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 4,796 shares; 2025Q1: 4,779 shares; 2025Q2: 4,794 shares; 2025Q3: 4,297 shares; 2025Q4: 4,258 shares 4,258 $313K 0.09% -39 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: 2,642 shares; 2024Q4: 2,516 shares; 2025Q1: 2,547 shares; 2025Q2: 2,566 shares; 2025Q3: 2,468 shares; 2025Q4: 2,462 shares 2,462 $308K 0.08% -6 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 2,925 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,585 shares 2,585 $304K 0.08% -28 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,127 shares; 2025Q3: 9,146 shares; 2025Q4: 11,243 shares 11,243 $303K 0.08% +2,097 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,699 shares; 2024Q4: 12,943 shares; 2025Q1: 12,117 shares; 2025Q2: 12,897 shares; 2025Q3: 10,615 shares; 2025Q4: 8,228 shares 8,228 $301K 0.08% -2,387 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: 3,676 shares; 2024Q4: 3,683 shares; 2025Q1: 3,687 shares; 2025Q2: 3,693 shares; 2025Q3: 3,699 shares; 2025Q4: 3,742 shares 3,742 $298K 0.08% +43 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 968 shares; 2025Q4: 968 shares 968 $298K 0.08% 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: 4,574 shares; 2024Q4: 4,508 shares; 2025Q1: 4,512 shares; 2025Q2: 4,546 shares; 2025Q3: 4,015 shares; 2025Q4: 3,800 shares 3,800 $295K 0.08% -215 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,862 shares; 2025Q4: 3,431 shares 3,431 $292K 0.08% -431 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,006 shares; 2025Q1: 4,019 shares; 2025Q2: 3,831 shares; 2025Q3: 3,312 shares; 2025Q4: 2,830 shares 2,830 $290K 0.08% -482 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: 3,960 shares; 2024Q4: 3,861 shares; 2025Q1: 3,849 shares; 2025Q2: 3,925 shares; 2025Q3: 3,864 shares; 2025Q4: 4,123 shares 4,123 $288K 0.08% +259 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,458 shares 4,458 $287K 0.08% new 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: 11,176 shares; 2024Q4: 10,713 shares; 2025Q1: 10,233 shares; 2025Q2: 10,119 shares; 2025Q3: 9,640 shares; 2025Q4: 8,161 shares 8,161 $283K 0.08% -1,479 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 933 shares; 2025Q4: 933 shares 933 $282K 0.08% 0 Timeline FPXI 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: 4,605 shares; 2024Q4: 4,612 shares; 2025Q1: 4,579 shares; 2025Q2: 4,599 shares; 2025Q3: 4,878 shares; 2025Q4: 4,734 shares 4,734 $280K 0.08% -144 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,495 shares 12,495 $277K 0.08% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,392 shares; 2025Q1: not reported; 2025Q2: 3,942 shares; 2025Q3: 3,792 shares; 2025Q4: 3,792 shares 3,792 $276K 0.08% 0 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,412 shares 6,412 $275K 0.08% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,174 shares; 2025Q1: 2,409 shares; 2025Q2: 2,418 shares; 2025Q3: 2,432 shares; 2025Q4: 2,361 shares 2,361 $272K 0.07% -71 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,712 shares; 2025Q1: 3,325 shares; 2025Q2: 3,570 shares; 2025Q3: 3,896 shares; 2025Q4: 3,618 shares 3,618 $267K 0.07% -278 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,689 shares; 2024Q4: 26,167 shares; 2025Q1: 26,167 shares; 2025Q2: 26,167 shares; 2025Q3: 20,575 shares; 2025Q4: 17,490 shares 17,490 $267K 0.07% -3,085 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 3,003 shares; 2025Q4: 3,248 shares 3,248 $265K 0.07% +245 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: 9,706 shares; 2024Q4: 8,773 shares; 2025Q1: 8,105 shares; 2025Q2: 7,955 shares; 2025Q3: 6,928 shares; 2025Q4: 6,492 shares 6,492 $264K 0.07% -436 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 1,090 shares 1,090 $264K 0.07% +1 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,472 shares 8,472 $262K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,534 shares; 2025Q4: 1,620 shares 1,620 $261K 0.07% +86 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,464 shares 3,464 $257K 0.07% +204 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 6,650 shares; 2025Q1: 5,475 shares; 2025Q2: 5,490 shares; 2025Q3: 4,517 shares; 2025Q4: 4,522 shares 4,522 $257K 0.07% +5 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,711 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares 1,725 $256K 0.07% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,672 shares; 2025Q3: 10,408 shares; 2025Q4: 10,990 shares 10,990 $254K 0.07% +582 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,993 shares; 2024Q4: 21,768 shares; 2025Q1: 20,897 shares; 2025Q2: 18,509 shares; 2025Q3: 16,378 shares; 2025Q4: 14,716 shares 14,716 $254K 0.07% -1,662 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 541 shares; 2025Q4: 541 shares 541 $254K 0.07% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,624 shares; 2025Q2: not reported; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares 1,935 $254K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246 shares; 2025Q1: 243 shares; 2025Q2: 232 shares; 2025Q3: 234 shares; 2025Q4: 2,703 shares 2,703 $253K 0.07% +2,469 Timeline SPIP 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: 13,916 shares; 2024Q4: 13,622 shares; 2025Q1: 13,152 shares; 2025Q2: 13,152 shares; 2025Q3: 10,591 shares; 2025Q4: 9,718 shares 9,718 $252K 0.07% -873 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: 1,193 shares; 2024Q4: 1,515 shares; 2025Q1: 1,664 shares; 2025Q2: 1,674 shares; 2025Q3: 1,181 shares; 2025Q4: 1,186 shares 1,186 $251K 0.07% +5 Timeline FMTL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,600 shares 8,600 $251K 0.07% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,571 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares 1,458 $249K 0.07% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,273 shares; 2025Q4: 1,271 shares 1,271 $248K 0.07% -2 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,264 shares 2,264 $246K 0.07% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,937 shares; 2024Q4: 19,986 shares; 2025Q1: 20,237 shares; 2025Q2: 17,487 shares; 2025Q3: 13,121 shares; 2025Q4: 12,563 shares 12,563 $244K 0.07% -558 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: 7,258 shares; 2025Q1: 7,231 shares; 2025Q2: 7,236 shares; 2025Q3: 7,232 shares; 2025Q4: 6,147 shares 6,147 $243K 0.07% -1,085 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 5,931 shares; 2025Q1: 5,933 shares; 2025Q2: 5,937 shares; 2025Q3: 5,938 shares; 2025Q4: 5,632 shares 5,632 $240K 0.07% -306 Timeline FIW 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: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares 2,196 $239K 0.07% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 605 shares; 2025Q4: 605 shares 605 $235K 0.06% 0 Timeline FPX 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: 2,706 shares; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: 1,698 shares; 2025Q3: 1,408 shares; 2025Q4: 1,435 shares 1,435 $235K 0.06% +27 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,570 shares; 2025Q3: 2,447 shares; 2025Q4: 2,442 shares 2,442 $235K 0.06% -5 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: 994 shares; 2024Q4: 998 shares; 2025Q1: 1,006 shares; 2025Q2: 997 shares; 2025Q3: not reported; 2025Q4: 1,011 shares 1,011 $234K 0.06% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,670 shares; 2025Q2: 1,770 shares; 2025Q3: 1,750 shares; 2025Q4: 1,907 shares 1,907 $232K 0.06% +157 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,634 shares; 2025Q3: 3,484 shares; 2025Q4: 3,844 shares 3,844 $231K 0.06% +360 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares 2,253 $231K 0.06% 0 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: 609 shares; 2024Q4: 604 shares; 2025Q1: 606 shares; 2025Q2: 492 shares; 2025Q3: 493 shares; 2025Q4: 478 shares 478 $230K 0.06% -15 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,773 shares 3,773 $229K 0.06% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,570 shares; 2025Q4: 1,479 shares 1,479 $229K 0.06% -91 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,171 shares 1,171 $228K 0.06% -92 Timeline PFXF 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: 14,758 shares; 2024Q4: 14,493 shares; 2025Q1: 13,827 shares; 2025Q2: 13,834 shares; 2025Q3: 13,840 shares; 2025Q4: 12,795 shares 12,795 $226K 0.06% -1,045 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: 1,379 shares; 2025Q3: 1,386 shares; 2025Q4: 1,388 shares 1,388 $226K 0.06% +2 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: 8,148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,257 shares; 2025Q4: 8,990 shares 8,990 $224K 0.06% +733 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,594 shares; 2024Q4: 11,802 shares; 2025Q1: 7,966 shares; 2025Q2: 7,716 shares; 2025Q3: 5,770 shares; 2025Q4: 3,873 shares 3,873 $222K 0.06% -1,897 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,916 shares; 2025Q2: 6,916 shares; 2025Q3: 6,916 shares; 2025Q4: 6,451 shares 6,451 $221K 0.06% -465 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: 2,266 shares; 2024Q4: not reported; 2025Q1: 2,307 shares; 2025Q2: 2,347 shares; 2025Q3: 2,369 shares; 2025Q4: 2,520 shares 2,520 $220K 0.06% +151 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,933 shares; 2025Q4: 4,930 shares 4,930 $219K 0.06% -3 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: 12,014 shares; 2024Q4: 12,238 shares; 2025Q1: 12,581 shares; 2025Q2: 14,128 shares; 2025Q3: 11,793 shares; 2025Q4: 8,799 shares 8,799 $219K 0.06% -2,994 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: not reported; 2025Q1: 3,155 shares; 2025Q2: 3,155 shares; 2025Q3: 2,723 shares; 2025Q4: 2,643 shares 2,643 $218K 0.06% -80 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,137 shares; 2024Q4: 22,612 shares; 2025Q1: 21,876 shares; 2025Q2: 21,044 shares; 2025Q3: 15,348 shares; 2025Q4: 14,078 shares 14,078 $215K 0.06% -1,270 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 437 shares; 2025Q2: 440 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $212K 0.06% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,774 shares; 2025Q1: 4,792 shares; 2025Q2: 4,815 shares; 2025Q3: 4,836 shares; 2025Q4: 4,861 shares 4,861 $210K 0.06% +25 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 412 shares 412 $210K 0.06% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares 1,288 $210K 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,254 shares 2,254 $210K 0.06% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,220 shares; 2025Q3: 4,120 shares; 2025Q4: 3,820 shares 3,820 $201K 0.05% -300 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 12,000 shares 12,000 $197K 0.05% +2,000 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $176K 0.05% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,800 shares; 2025Q1: 44,050 shares; 2025Q2: 44,200 shares; 2025Q3: 44,200 shares; 2025Q4: 40,200 shares 40,200 $164K 0.04% -4,000 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,554 shares 11,554 $152K 0.04% new 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: 11,264 shares; 2024Q4: 11,465 shares; 2025Q1: 11,996 shares; 2025Q2: 11,996 shares; 2025Q3: 11,996 shares; 2025Q4: 10,540 shares 10,540 $151K 0.04% -1,456 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,150 shares; 2025Q3: 10,155 shares; 2025Q4: 10,168 shares 10,168 $151K 0.04% +13 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $141K 0.04% 0 Timeline LTRX LANTRONIX INC More: the full row for LANTRONIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,200 shares; 2025Q4: 24,000 shares 24,000 $141K 0.04% -200 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $126K 0.03% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $111K 0.03% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $65.6K 0.02% 0 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,702 shares; 2024Q4: 11,671 shares; 2025Q1: 11,671 shares; 2025Q2: 10,667 shares; 2025Q3: 11,671 shares; 2025Q4: 10,206 shares 10,206 $56.5K 0.02% -1,465 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,882 shares; 2024Q4: 41,882 shares; 2025Q1: 41,082 shares; 2025Q2: 42,582 shares; 2025Q3: 44,582 shares; 2025Q4: 40,082 shares 40,082 $36.5K 0.01% -4,500 Timeline