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: 3,364,739 shares; 2024Q4: 3,228,143 shares; 2025Q1: 3,263,819 shares; 2025Q2: 3,381,658 shares; 2025Q3: 3,538,081 shares; 2025Q4: 3,498,263 shares 3,498,263 $373M 10.16% -39,818 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: 4,674,349 shares; 2024Q4: 4,586,864 shares; 2025Q1: 5,024,070 shares; 2025Q2: 5,213,790 shares; 2025Q3: 5,608,199 shares; 2025Q4: 5,641,848 shares 5,641,848 $321M 8.73% +33,649 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936,463 shares; 2024Q4: 5,718,828 shares; 2025Q1: 7,300,752 shares; 2025Q2: 8,373,700 shares; 2025Q3: 8,942,309 shares; 2025Q4: 8,355,080 shares 8,355,080 $251M 6.84% -587,229 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: 4,368,898 shares; 2024Q4: 4,405,127 shares; 2025Q1: 4,211,961 shares; 2025Q2: 4,112,120 shares; 2025Q3: 4,325,645 shares; 2025Q4: 4,283,987 shares 4,283,987 $190M 5.18% -41,658 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: 479,934 shares; 2024Q4: 482,796 shares; 2025Q1: 544,554 shares; 2025Q2: 560,265 shares; 2025Q3: 579,494 shares; 2025Q4: 1,166,564 shares 1,166,564 $168M 4.57% +587,070 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341,848 shares; 2024Q4: 2,401,364 shares; 2025Q1: 3,835,763 shares; 2025Q2: 3,845,566 shares; 2025Q3: 4,235,356 shares; 2025Q4: 4,365,866 shares 4,365,866 $132M 3.59% +130,510 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159,419 shares; 2024Q4: 4,232,965 shares; 2025Q1: 3,799,951 shares; 2025Q2: 3,676,968 shares; 2025Q3: 4,023,752 shares; 2025Q4: 3,976,304 shares 3,976,304 $113M 3.08% -47,448 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265,320 shares; 2024Q4: 3,244,651 shares; 2025Q1: 3,306,157 shares; 2025Q2: 3,250,699 shares; 2025Q3: 3,443,034 shares; 2025Q4: 3,646,760 shares 3,646,760 $86.3M 2.35% +203,726 Timeline VGSH 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: 1,899,234 shares; 2024Q4: 1,945,534 shares; 2025Q1: 1,275,761 shares; 2025Q2: 1,232,859 shares; 2025Q3: 1,283,845 shares; 2025Q4: 1,301,362 shares 1,301,362 $76.4M 2.08% +17,517 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: 9,911 shares; 2024Q4: 8,208 shares; 2025Q1: 1,580,815 shares; 2025Q2: 1,665,176 shares; 2025Q3: 1,785,037 shares; 2025Q4: 1,803,133 shares 1,803,133 $74.4M 2.03% +18,096 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: 1,509,919 shares; 2024Q4: 1,016,551 shares; 2025Q1: 963,979 shares; 2025Q2: 616,605 shares; 2025Q3: 636,875 shares; 2025Q4: 1,291,381 shares 1,291,381 $70.7M 1.93% +654,506 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: 343,635 shares; 2024Q4: 346,864 shares; 2025Q1: 346,951 shares; 2025Q2: 455,766 shares; 2025Q3: 593,858 shares; 2025Q4: 449,853 shares 449,853 $69.8M 1.9% -144,005 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: 266,689 shares; 2024Q4: 388,814 shares; 2025Q1: 424,221 shares; 2025Q2: 437,543 shares; 2025Q3: 381,763 shares; 2025Q4: 374,757 shares 374,757 $58M 1.58% -7,006 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: 403,054 shares; 2024Q4: 447,786 shares; 2025Q1: 495,056 shares; 2025Q2: 355,743 shares; 2025Q3: 474,919 shares; 2025Q4: 478,734 shares 478,734 $56.4M 1.53% +3,815 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165,052 shares; 2024Q4: 1,112,922 shares; 2025Q1: 1,166,226 shares; 2025Q2: 1,138,987 shares; 2025Q3: 1,175,525 shares; 2025Q4: 1,141,239 shares 1,141,239 $53.4M 1.45% -34,286 Timeline SPMB 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: 1,978,820 shares; 2025Q2: 2,086,473 shares; 2025Q3: 2,196,521 shares; 2025Q4: 2,256,536 shares 2,256,536 $50.6M 1.38% +60,015 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,335 shares; 2024Q4: 587,012 shares; 2025Q1: 456,320 shares; 2025Q2: 507,613 shares; 2025Q3: 540,981 shares; 2025Q4: 580,994 shares 580,994 $48.7M 1.32% +40,013 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,209 shares; 2024Q4: 177,563 shares; 2025Q1: 200,598 shares; 2025Q2: 201,702 shares; 2025Q3: 141,683 shares; 2025Q4: 391,618 shares 391,618 $46.8M 1.27% +249,935 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,452 shares; 2024Q4: 372,681 shares; 2025Q1: 327,150 shares; 2025Q2: 308,268 shares; 2025Q3: 318,906 shares; 2025Q4: 312,132 shares 312,132 $44.7M 1.22% -6,774 Timeline ICVT 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: 459,339 shares; 2024Q4: 443,338 shares; 2025Q1: 444,378 shares; 2025Q2: 433,937 shares; 2025Q3: 449,503 shares; 2025Q4: 438,397 shares 438,397 $43.2M 1.18% -11,106 Timeline XLRE 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: 806,679 shares; 2024Q4: 788,274 shares; 2025Q1: 971,421 shares; 2025Q2: 963,965 shares; 2025Q3: 1,025,364 shares; 2025Q4: 1,056,728 shares 1,056,728 $42.6M 1.16% +31,364 Timeline DFAU 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: 701,629 shares; 2024Q4: 739,980 shares; 2025Q1: 709,044 shares; 2025Q2: 771,916 shares; 2025Q3: 840,612 shares; 2025Q4: 880,626 shares 880,626 $41.2M 1.12% +40,014 Timeline VCLT 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: 494,561 shares; 2024Q4: 493,859 shares; 2025Q1: 510,658 shares; 2025Q2: 503,551 shares; 2025Q3: 520,521 shares; 2025Q4: 537,679 shares 537,679 $40.8M 1.11% +17,158 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,304 shares; 2024Q4: 527,784 shares; 2025Q1: 1,235,104 shares; 2025Q2: 1,380,246 shares; 2025Q3: 1,491,941 shares; 2025Q4: 1,590,182 shares 1,590,182 $39.9M 1.09% +98,241 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 657,658 shares; 2025Q1: 2,000,185 shares; 2025Q2: 2,092,069 shares; 2025Q3: 2,183,198 shares; 2025Q4: 2,153,251 shares 2,153,251 $39.2M 1.07% -29,947 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: 113,574 shares; 2024Q4: 118,983 shares; 2025Q1: 129,951 shares; 2025Q2: 134,069 shares; 2025Q3: 132,721 shares; 2025Q4: 137,500 shares 137,500 $37.4M 1.02% +4,779 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: 140,184 shares; 2024Q4: 139,177 shares; 2025Q1: 142,524 shares; 2025Q2: 148,913 shares; 2025Q3: 147,468 shares; 2025Q4: 147,445 shares 147,445 $32.4M 0.88% -23 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: 104,025 shares; 2024Q4: 109,833 shares; 2025Q1: 117,286 shares; 2025Q2: 132,810 shares; 2025Q3: 150,843 shares; 2025Q4: 170,899 shares 170,899 $31.9M 0.87% +20,056 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,739 shares; 2024Q4: 989,377 shares; 2025Q1: 1,028,813 shares; 2025Q2: 1,011,581 shares; 2025Q3: 1,082,928 shares; 2025Q4: 1,095,176 shares 1,095,176 $29M 0.79% +12,248 Timeline FLRN 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: 461,030 shares; 2024Q4: 689,091 shares; 2025Q1: 732,830 shares; 2025Q2: 712,649 shares; 2025Q3: 716,028 shares; 2025Q4: 940,761 shares 940,761 $28.9M 0.79% +224,733 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,337 shares; 2024Q4: 980,880 shares; 2025Q1: 996,621 shares; 2025Q2: 1,033,047 shares; 2025Q3: 1,022,291 shares; 2025Q4: 1,041,339 shares 1,041,339 $27.6M 0.75% +19,048 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,783 shares; 2024Q4: 382,726 shares; 2025Q1: 381,842 shares; 2025Q2: 374,492 shares; 2025Q3: 395,253 shares; 2025Q4: 404,489 shares 404,489 $27.3M 0.74% +9,236 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: 371,389 shares; 2024Q4: 373,335 shares; 2025Q1: 409,485 shares; 2025Q2: 415,610 shares; 2025Q3: 454,843 shares; 2025Q4: 341,500 shares 341,500 $26.5M 0.72% -113,343 Timeline DFAI 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: 600,848 shares; 2024Q4: 653,176 shares; 2025Q1: 574,847 shares; 2025Q2: 610,675 shares; 2025Q3: 648,259 shares; 2025Q4: 668,022 shares 668,022 $25.5M 0.69% +19,763 Timeline MLPX 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: 3,356 shares; 2025Q1: 380,177 shares; 2025Q2: 396,663 shares; 2025Q3: 416,546 shares; 2025Q4: 414,397 shares 414,397 $25.1M 0.68% -2,149 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,981 shares; 2024Q4: 841,915 shares; 2025Q1: 874,806 shares; 2025Q2: 910,897 shares; 2025Q3: 918,991 shares; 2025Q4: 931,305 shares 931,305 $24M 0.65% +12,314 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: 32,669 shares; 2024Q4: 35,353 shares; 2025Q1: 39,472 shares; 2025Q2: 41,986 shares; 2025Q3: 44,343 shares; 2025Q4: 47,131 shares 47,131 $22.8M 0.62% +2,788 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,595 shares; 2024Q4: 129,809 shares; 2025Q1: 207,062 shares; 2025Q2: 210,759 shares; 2025Q3: 288,555 shares; 2025Q4: 508,163 shares 508,163 $22.7M 0.62% +219,608 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: 208,688 shares; 2024Q4: 208,306 shares; 2025Q1: 220,680 shares; 2025Q2: 224,245 shares; 2025Q3: 233,992 shares; 2025Q4: 470,590 shares 470,590 $20.1M 0.55% +236,598 Timeline XLB 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: 100,356 shares; 2024Q4: 206,796 shares; 2025Q1: 226,554 shares; 2025Q2: 306,230 shares; 2025Q3: 203,020 shares; 2025Q4: 415,134 shares 415,134 $18.8M 0.51% +212,114 Timeline DFAS 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: 152,102 shares; 2024Q4: 159,833 shares; 2025Q1: 206,905 shares; 2025Q2: 232,178 shares; 2025Q3: 251,959 shares; 2025Q4: 264,962 shares 264,962 $18.5M 0.5% +13,003 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: 68,793 shares; 2024Q4: 68,551 shares; 2025Q1: 87,572 shares; 2025Q2: 91,807 shares; 2025Q3: 101,187 shares; 2025Q4: 102,199 shares 102,199 $18.1M 0.49% +1,012 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,783 shares; 2024Q4: 217,848 shares; 2025Q1: 225,570 shares; 2025Q2: 237,591 shares; 2025Q3: 239,623 shares; 2025Q4: 218,742 shares 218,742 $17.5M 0.48% -20,881 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,647 shares; 2024Q4: 489,219 shares; 2025Q1: 546,435 shares; 2025Q2: 616,474 shares; 2025Q3: 619,829 shares; 2025Q4: 623,081 shares 623,081 $17.1M 0.47% +3,252 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: 36,291 shares; 2024Q4: 40,327 shares; 2025Q1: 44,564 shares; 2025Q2: 51,445 shares; 2025Q3: 56,124 shares; 2025Q4: 64,358 shares 64,358 $14.9M 0.4% +8,234 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: 191,699 shares; 2024Q4: 206,752 shares; 2025Q1: 216,482 shares; 2025Q2: 241,410 shares; 2025Q3: 245,475 shares; 2025Q4: 245,024 shares 245,024 $14.7M 0.4% -451 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,511 shares; 2024Q4: 15,655 shares; 2025Q1: 39,547 shares; 2025Q2: 34,197 shares; 2025Q3: 20,618 shares; 2025Q4: 20,277 shares 20,277 $13.8M 0.38% -341 Timeline DFLV 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: 294,167 shares; 2024Q4: 294,884 shares; 2025Q1: 338,216 shares; 2025Q2: 356,569 shares; 2025Q3: 371,974 shares; 2025Q4: 382,785 shares 382,785 $13.1M 0.36% +10,811 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: 45,666 shares; 2024Q4: 44,883 shares; 2025Q1: 41,439 shares; 2025Q2: 42,933 shares; 2025Q3: 46,403 shares; 2025Q4: 46,487 shares 46,487 $13M 0.35% +84 Timeline DFIS 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: 217,555 shares; 2024Q4: 226,886 shares; 2025Q1: 339,541 shares; 2025Q2: 361,849 shares; 2025Q3: 380,569 shares; 2025Q4: 391,381 shares 391,381 $12.9M 0.35% +10,812 Timeline SJNK 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: 332,048 shares; 2025Q2: 364,584 shares; 2025Q3: 415,465 shares; 2025Q4: 484,825 shares 484,825 $12.3M 0.33% +69,360 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: 14,984 shares; 2024Q4: 16,369 shares; 2025Q1: 19,355 shares; 2025Q2: 22,613 shares; 2025Q3: 24,919 shares; 2025Q4: 26,830 shares 26,830 $12.1M 0.33% +1,911 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: 21,387 shares; 2024Q4: 22,842 shares; 2025Q1: 25,990 shares; 2025Q2: 29,374 shares; 2025Q3: 32,382 shares; 2025Q4: 36,196 shares 36,196 $11.4M 0.31% +3,814 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: 16,122 shares; 2024Q4: 19,035 shares; 2025Q1: 22,442 shares; 2025Q2: 27,092 shares; 2025Q3: 31,185 shares; 2025Q4: 34,830 shares 34,830 $10.9M 0.3% +3,645 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,168 shares; 2024Q4: 298,590 shares; 2025Q1: 366,326 shares; 2025Q2: 422,336 shares; 2025Q3: 429,983 shares; 2025Q4: 428,950 shares 428,950 $10M 0.27% -1,033 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,423 shares; 2024Q4: 148,181 shares; 2025Q1: 142,559 shares; 2025Q2: 143,249 shares; 2025Q3: 228,802 shares; 2025Q4: 230,134 shares 230,134 $9.95M 0.27% +1,332 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,723 shares; 2024Q4: 232,296 shares; 2025Q1: 289,911 shares; 2025Q2: 335,165 shares; 2025Q3: 353,196 shares; 2025Q4: 390,380 shares 390,380 $8.83M 0.24% +37,184 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,020 shares; 2024Q4: 128,083 shares; 2025Q1: 134,434 shares; 2025Q2: 128,189 shares; 2025Q3: 128,367 shares; 2025Q4: 130,403 shares 130,403 $8.61M 0.23% +2,036 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: 6,072 shares; 2024Q4: 6,919 shares; 2025Q1: 8,435 shares; 2025Q2: 9,530 shares; 2025Q3: 11,224 shares; 2025Q4: 12,697 shares 12,697 $8.38M 0.23% +1,473 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,607 shares; 2024Q4: 150,256 shares; 2025Q1: 190,064 shares; 2025Q2: 168,395 shares; 2025Q3: 186,454 shares; 2025Q4: 160,989 shares 160,989 $8.14M 0.22% -25,465 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,126 shares; 2024Q4: 52,497 shares; 2025Q1: 171,607 shares; 2025Q2: 183,768 shares; 2025Q3: 193,858 shares; 2025Q4: 199,911 shares 199,911 $7.6M 0.21% +6,053 Timeline DFAE 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: 199,462 shares; 2024Q4: 205,604 shares; 2025Q1: 207,419 shares; 2025Q2: 215,910 shares; 2025Q3: 226,486 shares; 2025Q4: 231,213 shares 231,213 $7.53M 0.21% +4,727 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: 20,060 shares; 2024Q4: 19,829 shares; 2025Q1: 21,234 shares; 2025Q2: 22,364 shares; 2025Q3: 24,513 shares; 2025Q4: 24,799 shares 24,799 $7.49M 0.2% +286 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: 2,164,344 shares; 2024Q4: 2,161,914 shares; 2025Q1: 292,033 shares; 2025Q2: 185,769 shares; 2025Q3: 233,954 shares; 2025Q4: 304,271 shares 304,271 $7.4M 0.2% +70,317 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: 16,147 shares; 2024Q4: 15,223 shares; 2025Q1: 14,910 shares; 2025Q2: 15,361 shares; 2025Q3: 14,912 shares; 2025Q4: 14,493 shares 14,493 $7.07M 0.19% -419 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: 33,197 shares; 2024Q4: 32,876 shares; 2025Q1: 28,792 shares; 2025Q2: 29,842 shares; 2025Q3: 32,214 shares; 2025Q4: 32,717 shares 32,717 $6.93M 0.19% +503 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: 10,501 shares; 2024Q4: 10,104 shares; 2025Q1: 10,637 shares; 2025Q2: 11,969 shares; 2025Q3: 12,391 shares; 2025Q4: 13,221 shares 13,221 $6.65M 0.18% +830 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: 3,618 shares; 2024Q4: 3,751 shares; 2025Q1: 4,168 shares; 2025Q2: 4,645 shares; 2025Q3: 5,250 shares; 2025Q4: 6,040 shares 6,040 $6.49M 0.18% +790 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,211 shares; 2024Q4: 136,766 shares; 2025Q1: 131,146 shares; 2025Q2: 137,829 shares; 2025Q3: 139,329 shares; 2025Q4: 138,909 shares 138,909 $6.45M 0.18% -420 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: 25,744 shares; 2024Q4: 26,653 shares; 2025Q1: 23,472 shares; 2025Q2: 23,653 shares; 2025Q3: 23,099 shares; 2025Q4: 19,075 shares 19,075 $6.4M 0.17% -4,024 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,667 shares; 2024Q4: 186,214 shares; 2025Q1: 222,977 shares; 2025Q2: 265,313 shares; 2025Q3: 280,081 shares; 2025Q4: 286,098 shares 286,098 $6.29M 0.17% +6,017 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: 12,755 shares; 2024Q4: 13,040 shares; 2025Q1: 13,101 shares; 2025Q2: 13,492 shares; 2025Q3: 13,677 shares; 2025Q4: 13,360 shares 13,360 $6.22M 0.17% -317 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,830 shares; 2024Q4: 150,492 shares; 2025Q1: 153,235 shares; 2025Q2: 149,897 shares; 2025Q3: 147,840 shares; 2025Q4: 146,374 shares 146,374 $6.13M 0.17% -1,466 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: 28,420 shares; 2024Q4: 29,408 shares; 2025Q1: 33,665 shares; 2025Q2: 31,327 shares; 2025Q3: 37,469 shares; 2025Q4: 52,199 shares 52,199 $5.82M 0.16% +14,730 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: 9,058 shares; 2024Q4: 9,346 shares; 2025Q1: 9,960 shares; 2025Q2: 10,399 shares; 2025Q3: 10,931 shares; 2025Q4: 8,316 shares 8,316 $5.22M 0.14% -2,615 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: 85,565 shares; 2024Q4: 91,521 shares; 2025Q1: 88,604 shares; 2025Q2: 93,526 shares; 2025Q3: 98,469 shares; 2025Q4: 102,680 shares 102,680 $5.12M 0.14% +4,211 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,306,309 shares; 2024Q4: 3,298,315 shares; 2025Q1: 258,978 shares; 2025Q2: 113,339 shares; 2025Q3: 179,857 shares; 2025Q4: 233,748 shares 233,748 $4.91M 0.13% +53,891 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,108 shares; 2025Q1: 167,516 shares; 2025Q2: 183,877 shares; 2025Q3: 193,022 shares; 2025Q4: 209,315 shares 209,315 $4.5M 0.12% +16,293 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: 32,438 shares; 2024Q4: 119,669 shares; 2025Q1: 134,284 shares; 2025Q2: 133,152 shares; 2025Q3: 138,870 shares; 2025Q4: 137,325 shares 137,325 $4.48M 0.12% -1,545 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,066 shares; 2024Q4: 49,756 shares; 2025Q1: 50,355 shares; 2025Q2: 49,549 shares; 2025Q3: 55,642 shares; 2025Q4: 55,181 shares 55,181 $4.48M 0.12% -461 Timeline PGHY 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: 178,581 shares; 2024Q4: 214,754 shares; 2025Q1: 248,304 shares; 2025Q2: 272,296 shares; 2025Q3: 212,221 shares; 2025Q4: 218,622 shares 218,622 $4.35M 0.12% +6,401 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: 11,882 shares; 2024Q4: 11,886 shares; 2025Q1: 12,808 shares; 2025Q2: 13,044 shares; 2025Q3: 12,803 shares; 2025Q4: 13,405 shares 13,405 $4.32M 0.12% +602 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,688 shares; 2024Q4: 68,855 shares; 2025Q1: 103,002 shares; 2025Q2: 111,753 shares; 2025Q3: 120,971 shares; 2025Q4: 127,762 shares 127,762 $4.2M 0.11% +6,791 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: not reported; 2025Q1: 64,238 shares; 2025Q2: 104,928 shares; 2025Q3: 103,505 shares; 2025Q4: 102,690 shares 102,690 $4.18M 0.11% -815 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: 28,149 shares; 2024Q4: 32,267 shares; 2025Q1: 35,633 shares; 2025Q2: 38,287 shares; 2025Q3: 40,642 shares; 2025Q4: 34,121 shares 34,121 $4.11M 0.11% -6,521 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: 125,049 shares; 2024Q4: 93,161 shares; 2025Q1: 90,894 shares; 2025Q2: 87,795 shares; 2025Q3: 88,139 shares; 2025Q4: 86,334 shares 86,334 $3.98M 0.11% -1,805 Timeline FTSM 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: 9,298 shares; 2024Q4: not reported; 2025Q1: 183,697 shares; 2025Q2: 111,247 shares; 2025Q3: 61,124 shares; 2025Q4: 64,723 shares 64,723 $3.88M 0.11% +3,599 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,439 shares 141,439 $3.69M 0.1% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,768 shares; 2024Q4: 45,438 shares; 2025Q1: 46,751 shares; 2025Q2: 44,487 shares; 2025Q3: 46,720 shares; 2025Q4: 51,149 shares 51,149 $3.65M 0.1% +4,429 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 18,091 shares; 2025Q1: 19,611 shares; 2025Q2: 19,230 shares; 2025Q3: 21,168 shares; 2025Q4: 22,722 shares 22,722 $3.52M 0.1% +1,554 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,918 shares; 2024Q4: 112,192 shares; 2025Q1: 110,916 shares; 2025Q2: 110,470 shares; 2025Q3: 110,202 shares; 2025Q4: 108,101 shares 108,101 $3.52M 0.1% -2,101 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: 4,827 shares; 2024Q4: 4,990 shares; 2025Q1: 5,052 shares; 2025Q2: 5,275 shares; 2025Q3: 5,471 shares; 2025Q4: 5,786 shares 5,786 $3.32M 0.09% +315 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: 1,881 shares; 2024Q4: 2,051 shares; 2025Q1: 2,308 shares; 2025Q2: 2,619 shares; 2025Q3: 2,877 shares; 2025Q4: 33,495 shares 33,495 $3.14M 0.09% +30,618 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,560 shares; 2024Q4: 25,939 shares; 2025Q1: 34,144 shares; 2025Q2: 36,382 shares; 2025Q3: 34,114 shares; 2025Q4: 30,509 shares 30,509 $3.03M 0.08% -3,605 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: 8,037 shares; 2024Q4: 7,359 shares; 2025Q1: 8,378 shares; 2025Q2: 7,844 shares; 2025Q3: 8,835 shares; 2025Q4: 10,186 shares 10,186 $3.02M 0.08% +1,351 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,576 shares; 2024Q4: 51,543 shares; 2025Q1: 66,992 shares; 2025Q2: 85,037 shares; 2025Q3: 60,040 shares; 2025Q4: 59,842 shares 59,842 $2.96M 0.08% -198 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,892 shares; 2024Q4: 7,591 shares; 2025Q1: 8,394 shares; 2025Q2: 7,991 shares; 2025Q3: 8,394 shares; 2025Q4: 8,413 shares 8,413 $2.9M 0.08% +19 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: 17,547 shares; 2024Q4: 17,008 shares; 2025Q1: 14,660 shares; 2025Q2: 16,575 shares; 2025Q3: 14,029 shares; 2025Q4: 14,629 shares 14,629 $2.79M 0.08% +600 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: 2,991 shares; 2024Q4: 3,115 shares; 2025Q1: 3,141 shares; 2025Q2: 3,473 shares; 2025Q3: 3,185 shares; 2025Q4: 3,203 shares 3,203 $2.76M 0.08% +18 Timeline BGSI BOYD GROUP SERVICES INC More: the full row for BOYD GROUP SERVICES 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: 17,262 shares 17,262 $2.75M 0.07% new 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: 12,310 shares; 2024Q4: 13,473 shares; 2025Q1: 14,971 shares; 2025Q2: 15,195 shares; 2025Q3: 18,533 shares; 2025Q4: 18,987 shares 18,987 $2.72M 0.07% +454 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: 42,463 shares; 2024Q4: 38,357 shares; 2025Q1: 37,491 shares; 2025Q2: 36,565 shares; 2025Q3: 36,922 shares; 2025Q4: 38,797 shares 38,797 $2.7M 0.07% +1,875 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: 6,731 shares; 2024Q4: 7,216 shares; 2025Q1: 8,431 shares; 2025Q2: 8,357 shares; 2025Q3: 11,487 shares; 2025Q4: 12,985 shares 12,985 $2.69M 0.07% +1,498 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 10,953 shares; 2025Q1: 11,167 shares; 2025Q2: 10,417 shares; 2025Q3: 9,757 shares; 2025Q4: 10,182 shares 10,182 $2.62M 0.07% +425 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,648 shares 173,648 $2.6M 0.07% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,089 shares; 2024Q4: 59,933 shares; 2025Q1: 68,711 shares; 2025Q2: 69,571 shares; 2025Q3: 64,276 shares; 2025Q4: 64,256 shares 64,256 $2.51M 0.07% -20 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: 2,220 shares; 2024Q4: 2,925 shares; 2025Q1: 3,031 shares; 2025Q2: 2,844 shares; 2025Q3: 2,877 shares; 2025Q4: 3,663 shares 3,663 $2.51M 0.07% +786 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,742 shares; 2024Q4: 85,122 shares; 2025Q1: 96,234 shares; 2025Q2: 91,443 shares; 2025Q3: 88,247 shares; 2025Q4: 93,827 shares 93,827 $2.46M 0.07% +5,580 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: 4,580 shares; 2024Q4: 5,044 shares; 2025Q1: 5,592 shares; 2025Q2: 5,946 shares; 2025Q3: 6,274 shares; 2025Q4: 6,882 shares 6,882 $2.41M 0.07% +608 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,711 shares; 2024Q4: 31,543 shares; 2025Q1: 31,577 shares; 2025Q2: 32,956 shares; 2025Q3: 33,096 shares; 2025Q4: 34,268 shares 34,268 $2.38M 0.06% +1,172 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,560 shares; 2025Q1: 27,385 shares; 2025Q2: 26,963 shares; 2025Q3: 26,732 shares; 2025Q4: 24,893 shares 24,893 $2.3M 0.06% -1,839 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: 4,999 shares; 2024Q4: 5,086 shares; 2025Q1: 4,899 shares; 2025Q2: 4,907 shares; 2025Q3: 4,802 shares; 2025Q4: 4,766 shares 4,766 $2.29M 0.06% -36 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: 998,530 shares; 2024Q4: 1,056,401 shares; 2025Q1: 57,603 shares; 2025Q2: 26,104 shares; 2025Q3: 38,499 shares; 2025Q4: 48,004 shares 48,004 $2.26M 0.06% +9,505 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 1,990 shares; 2025Q1: 2,139 shares; 2025Q2: 2,397 shares; 2025Q3: 2,535 shares; 2025Q4: 4,664 shares 4,664 $2.26M 0.06% +2,129 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: 4,369 shares; 2024Q4: 4,658 shares; 2025Q1: 6,349 shares; 2025Q2: 8,197 shares; 2025Q3: 12,103 shares; 2025Q4: 13,875 shares 13,875 $2.23M 0.06% +1,772 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,780 shares; 2024Q4: 13,787 shares; 2025Q1: 17,667 shares; 2025Q2: 19,761 shares; 2025Q3: 21,579 shares; 2025Q4: 22,704 shares 22,704 $2.14M 0.06% +1,125 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,188 shares; 2024Q4: 37,634 shares; 2025Q1: 34,105 shares; 2025Q2: 33,980 shares; 2025Q3: 33,980 shares; 2025Q4: 50,860 shares 50,860 $2.12M 0.06% +16,880 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,569 shares; 2024Q4: 72,569 shares; 2025Q1: 72,570 shares; 2025Q2: 72,569 shares; 2025Q3: 72,569 shares; 2025Q4: 72,569 shares 72,569 $2.05M 0.06% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,944 shares; 2024Q4: 8,567 shares; 2025Q1: 9,147 shares; 2025Q2: 9,092 shares; 2025Q3: 9,207 shares; 2025Q4: 20,039 shares 20,039 $2.01M 0.05% +10,832 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,987 shares; 2024Q4: 35,747 shares; 2025Q1: 39,031 shares; 2025Q2: 40,539 shares; 2025Q3: 44,961 shares; 2025Q4: 44,961 shares 44,961 $1.97M 0.05% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,110 shares; 2024Q4: 25,004 shares; 2025Q1: 26,499 shares; 2025Q2: 25,775 shares; 2025Q3: 27,002 shares; 2025Q4: 27,455 shares 27,455 $1.96M 0.05% +453 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: 27,817 shares; 2024Q4: 28,515 shares; 2025Q1: 32,021 shares; 2025Q2: 33,103 shares; 2025Q3: 34,098 shares; 2025Q4: 34,628 shares 34,628 $1.9M 0.05% +530 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: 16,792 shares; 2024Q4: 15,962 shares; 2025Q1: 15,973 shares; 2025Q2: 15,902 shares; 2025Q3: 16,931 shares; 2025Q4: 16,234 shares 16,234 $1.9M 0.05% -697 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,279 shares; 2025Q1: 5,385 shares; 2025Q2: 5,503 shares; 2025Q3: 5,620 shares; 2025Q4: 5,855 shares 5,855 $1.9M 0.05% +235 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: 10,065 shares; 2024Q4: 10,732 shares; 2025Q1: 11,561 shares; 2025Q2: 12,062 shares; 2025Q3: 13,913 shares; 2025Q4: 15,143 shares 15,143 $1.88M 0.05% +1,230 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: 8,529 shares; 2024Q4: 8,505 shares; 2025Q1: 8,342 shares; 2025Q2: 9,406 shares; 2025Q3: 10,962 shares; 2025Q4: 9,405 shares 9,405 $1.88M 0.05% -1,557 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: 2,448 shares; 2024Q4: 2,684 shares; 2025Q1: 3,602 shares; 2025Q2: 4,046 shares; 2025Q3: 5,452 shares; 2025Q4: 5,985 shares 5,985 $1.84M 0.05% +533 Timeline CWB 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: 28,023 shares; 2024Q4: 24,908 shares; 2025Q1: 22,797 shares; 2025Q2: 21,313 shares; 2025Q3: 21,242 shares; 2025Q4: 20,452 shares 20,452 $1.82M 0.05% -790 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 4,262 shares; 2025Q1: 4,555 shares; 2025Q2: 5,486 shares; 2025Q3: 5,687 shares; 2025Q4: 5,505 shares 5,505 $1.82M 0.05% -182 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: 14,653 shares; 2024Q4: 15,386 shares; 2025Q1: 15,643 shares; 2025Q2: 17,089 shares; 2025Q3: 19,883 shares; 2025Q4: 22,622 shares 22,622 $1.82M 0.05% +2,739 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: 7,662 shares; 2024Q4: 8,324 shares; 2025Q1: 9,307 shares; 2025Q2: 9,443 shares; 2025Q3: 12,153 shares; 2025Q4: 11,746 shares 11,746 $1.79M 0.05% -407 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,781 shares; 2025Q1: 7,225 shares; 2025Q2: 8,185 shares; 2025Q3: 8,980 shares; 2025Q4: 9,990 shares 9,990 $1.78M 0.05% +1,010 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: 1,493 shares; 2024Q4: 1,683 shares; 2025Q1: 1,929 shares; 2025Q2: 2,237 shares; 2025Q3: 2,380 shares; 2025Q4: 3,051 shares 3,051 $1.74M 0.05% +671 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,436 shares; 2024Q4: 13,507 shares; 2025Q1: 15,237 shares; 2025Q2: 15,290 shares; 2025Q3: 16,416 shares; 2025Q4: 16,022 shares 16,022 $1.71M 0.05% -394 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,347 shares; 2025Q1: 5,030 shares; 2025Q2: 5,731 shares; 2025Q3: 7,011 shares; 2025Q4: 7,455 shares 7,455 $1.7M 0.05% +444 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,258 shares; 2024Q4: 24,912 shares; 2025Q1: 24,395 shares; 2025Q2: 24,264 shares; 2025Q3: 23,967 shares; 2025Q4: 23,992 shares 23,992 $1.7M 0.05% +25 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 2,147 shares; 2025Q1: 2,106 shares; 2025Q2: 2,253 shares; 2025Q3: 2,298 shares; 2025Q4: 2,953 shares 2,953 $1.67M 0.05% +655 Timeline UGL PROSHARES TR II More: the full row for PROSHARES 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: 26,812 shares; 2025Q3: 26,043 shares; 2025Q4: 29,342 shares 29,342 $1.63M 0.04% +3,299 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 13,046 shares; 2025Q1: 14,837 shares; 2025Q2: 14,829 shares; 2025Q3: 15,716 shares; 2025Q4: 15,039 shares 15,039 $1.61M 0.04% -677 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: 5,138 shares; 2024Q4: 5,636 shares; 2025Q1: 5,187 shares; 2025Q2: 5,610 shares; 2025Q3: 5,970 shares; 2025Q4: 7,398 shares 7,398 $1.58M 0.04% +1,428 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: 1,968 shares; 2024Q4: 1,438 shares; 2025Q1: 13,766 shares; 2025Q2: 4,300 shares; 2025Q3: 4,381 shares; 2025Q4: 8,044 shares 8,044 $1.54M 0.04% +3,663 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 585 shares; 2025Q1: 709 shares; 2025Q2: 941 shares; 2025Q3: 1,027 shares; 2025Q4: 1,267 shares 1,267 $1.54M 0.04% +240 Timeline EMHY 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: 28,698 shares; 2024Q4: 24,648 shares; 2025Q1: 23,805 shares; 2025Q2: 29,541 shares; 2025Q3: 32,142 shares; 2025Q4: 38,024 shares 38,024 $1.54M 0.04% +5,882 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: 16,686 shares; 2024Q4: 17,323 shares; 2025Q1: 19,054 shares; 2025Q2: 18,617 shares; 2025Q3: 17,135 shares; 2025Q4: 21,806 shares 21,806 $1.52M 0.04% +4,671 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: 82,793 shares; 2024Q4: 82,694 shares; 2025Q1: 81,027 shares; 2025Q2: 78,881 shares; 2025Q3: 68,877 shares; 2025Q4: 60,885 shares 60,885 $1.51M 0.04% -7,992 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: 1,534 shares; 2024Q4: 1,694 shares; 2025Q1: 1,982 shares; 2025Q2: 2,138 shares; 2025Q3: 2,422 shares; 2025Q4: 1,977 shares 1,977 $1.49M 0.04% -445 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,215 shares; 2024Q4: 53,346 shares; 2025Q1: 53,652 shares; 2025Q2: 53,036 shares; 2025Q3: 60,561 shares; 2025Q4: 63,393 shares 63,393 $1.48M 0.04% +2,832 Timeline BAB 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: 48,888 shares; 2024Q4: 52,268 shares; 2025Q1: 52,831 shares; 2025Q2: 70,669 shares; 2025Q3: 54,191 shares; 2025Q4: 54,152 shares 54,152 $1.47M 0.04% -39 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,990 shares; 2024Q4: 34,970 shares; 2025Q1: 36,945 shares; 2025Q2: 37,147 shares; 2025Q3: 37,112 shares; 2025Q4: 37,062 shares 37,062 $1.47M 0.04% -50 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,150 shares; 2024Q4: 11,628 shares; 2025Q1: 12,218 shares; 2025Q2: 12,195 shares; 2025Q3: 9,946 shares; 2025Q4: 10,717 shares 10,717 $1.45M 0.04% +771 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,393 shares; 2025Q1: 1,777 shares; 2025Q2: 2,119 shares; 2025Q3: 2,504 shares; 2025Q4: 2,793 shares 2,793 $1.43M 0.04% +289 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: 3,759 shares; 2024Q4: 4,147 shares; 2025Q1: 4,763 shares; 2025Q2: 4,888 shares; 2025Q3: 4,506 shares; 2025Q4: 4,657 shares 4,657 $1.42M 0.04% +151 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 3,804 shares; 2025Q1: 5,849 shares; 2025Q2: 7,716 shares; 2025Q3: 10,830 shares; 2025Q4: 12,193 shares 12,193 $1.42M 0.04% +1,363 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: 5,868 shares; 2024Q4: 6,273 shares; 2025Q1: 7,986 shares; 2025Q2: 9,049 shares; 2025Q3: 13,559 shares; 2025Q4: 15,121 shares 15,121 $1.41M 0.04% +1,562 Timeline IAGG 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: 24,850 shares; 2024Q4: 29,863 shares; 2025Q1: 30,638 shares; 2025Q2: 25,371 shares; 2025Q3: 26,270 shares; 2025Q4: 27,880 shares 27,880 $1.39M 0.04% +1,610 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: 1,064 shares; 2024Q4: 1,607 shares; 2025Q1: 1,860 shares; 2025Q2: 2,277 shares; 2025Q3: 3,233 shares; 2025Q4: 3,709 shares 3,709 $1.37M 0.04% +476 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: 7,513 shares; 2024Q4: 9,087 shares; 2025Q1: 8,454 shares; 2025Q2: 11,919 shares; 2025Q3: 8,191 shares; 2025Q4: 21,296 shares 21,296 $1.37M 0.04% +13,105 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,118 shares; 2025Q1: 1,592 shares; 2025Q2: 1,963 shares; 2025Q3: 2,563 shares; 2025Q4: 2,881 shares 2,881 $1.35M 0.04% +318 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,577 shares; 2025Q1: 3,209 shares; 2025Q2: 4,373 shares; 2025Q3: 6,612 shares; 2025Q4: 7,532 shares 7,532 $1.34M 0.04% +920 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 4,446 shares; 2025Q1: 5,613 shares; 2025Q2: 6,669 shares; 2025Q3: 7,636 shares; 2025Q4: 8,484 shares 8,484 $1.3M 0.04% +848 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,241 shares; 2024Q4: 17,233 shares; 2025Q1: 19,206 shares; 2025Q2: 13,912 shares; 2025Q3: 14,113 shares; 2025Q4: 11,814 shares 11,814 $1.3M 0.04% -2,299 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: 6,384 shares; 2024Q4: 6,405 shares; 2025Q1: 6,396 shares; 2025Q2: 6,611 shares; 2025Q3: 8,008 shares; 2025Q4: 7,970 shares 7,970 $1.3M 0.04% -38 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 5,209 shares; 2025Q1: 5,329 shares; 2025Q2: 5,334 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares 4,730 $1.29M 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,580 shares; 2025Q1: 5,714 shares; 2025Q2: 5,745 shares; 2025Q3: 5,640 shares; 2025Q4: 5,845 shares 5,845 $1.28M 0.03% +205 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: 9,676 shares; 2024Q4: 15,234 shares; 2025Q1: 15,882 shares; 2025Q2: 15,549 shares; 2025Q3: 14,333 shares; 2025Q4: 13,535 shares 13,535 $1.27M 0.03% -798 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,854 shares; 2024Q4: 42,681 shares; 2025Q1: 45,572 shares; 2025Q2: 46,650 shares; 2025Q3: 50,140 shares; 2025Q4: 56,225 shares 56,225 $1.27M 0.03% +6,085 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: 39,174 shares; 2024Q4: 33,084 shares; 2025Q1: 31,413 shares; 2025Q2: 30,421 shares; 2025Q3: 30,739 shares; 2025Q4: 28,295 shares 28,295 $1.25M 0.03% -2,444 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,901 shares; 2025Q1: 3,240 shares; 2025Q2: 3,391 shares; 2025Q3: 3,347 shares; 2025Q4: 3,481 shares 3,481 $1.22M 0.03% +134 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: 1,883 shares; 2024Q4: 2,621 shares; 2025Q1: 2,285 shares; 2025Q2: 2,572 shares; 2025Q3: 2,728 shares; 2025Q4: 3,055 shares 3,055 $1.21M 0.03% +327 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,884 shares; 2025Q1: 3,207 shares; 2025Q2: 3,265 shares; 2025Q3: 3,575 shares; 2025Q4: 3,898 shares 3,898 $1.21M 0.03% +323 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 3,740 shares; 2025Q1: 3,622 shares; 2025Q2: 3,766 shares; 2025Q3: 3,757 shares; 2025Q4: 4,968 shares 4,968 $1.2M 0.03% +1,211 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,662 shares; 2025Q1: 1,725 shares; 2025Q2: 2,121 shares; 2025Q3: 7,376 shares; 2025Q4: 7,431 shares 7,431 $1.19M 0.03% +55 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: 3,157 shares; 2024Q4: 3,205 shares; 2025Q1: 3,601 shares; 2025Q2: 3,888 shares; 2025Q3: 5,530 shares; 2025Q4: 6,054 shares 6,054 $1.18M 0.03% +524 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,402 shares; 2024Q4: 25,778 shares; 2025Q1: 26,510 shares; 2025Q2: 26,382 shares; 2025Q3: 26,529 shares; 2025Q4: 25,932 shares 25,932 $1.18M 0.03% -597 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,841 shares; 2024Q4: 37,296 shares; 2025Q1: 32,509 shares; 2025Q2: not reported; 2025Q3: 22,753 shares; 2025Q4: 24,188 shares 24,188 $1.17M 0.03% +1,435 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,802 shares; 2025Q1: 3,506 shares; 2025Q2: 3,921 shares; 2025Q3: 4,736 shares; 2025Q4: 5,642 shares 5,642 $1.16M 0.03% +906 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 3,285 shares; 2025Q1: 3,946 shares; 2025Q2: 4,060 shares; 2025Q3: 4,814 shares; 2025Q4: 5,307 shares 5,307 $1.15M 0.03% +493 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 3,658 shares; 2025Q1: 3,538 shares; 2025Q2: 3,528 shares; 2025Q3: 3,621 shares; 2025Q4: 3,733 shares 3,733 $1.12M 0.03% +112 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,427 shares; 2024Q4: 34,032 shares; 2025Q1: 29,215 shares; 2025Q2: not reported; 2025Q3: 15,578 shares; 2025Q4: 13,016 shares 13,016 $1.11M 0.03% -2,562 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,770 shares; 2025Q1: 3,138 shares; 2025Q2: 3,341 shares; 2025Q3: 3,547 shares; 2025Q4: 3,756 shares 3,756 $1.11M 0.03% +209 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: 3,950 shares; 2024Q4: 4,328 shares; 2025Q1: 4,891 shares; 2025Q2: 5,254 shares; 2025Q3: 5,944 shares; 2025Q4: 6,425 shares 6,425 $1.1M 0.03% +481 Timeline USD 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: 5,107 shares; 2024Q4: 10,224 shares; 2025Q1: 10,224 shares; 2025Q2: 10,237 shares; 2025Q3: 10,264 shares; 2025Q4: 20,559 shares 20,559 $1.08M 0.03% +10,295 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,918 shares; 2025Q1: 4,416 shares; 2025Q2: 4,442 shares; 2025Q3: 4,210 shares; 2025Q4: 4,161 shares 4,161 $1.07M 0.03% -49 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: 2,252 shares; 2024Q4: 2,457 shares; 2025Q1: 2,728 shares; 2025Q2: 3,571 shares; 2025Q3: 3,830 shares; 2025Q4: 4,036 shares 4,036 $1.07M 0.03% +206 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 3,587 shares; 2025Q4: 4,016 shares 4,016 $1.05M 0.03% +429 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: 2,202 shares; 2024Q4: 2,509 shares; 2025Q1: 2,472 shares; 2025Q2: 2,676 shares; 2025Q3: 2,645 shares; 2025Q4: 2,908 shares 2,908 $1.05M 0.03% +263 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 3,970 shares; 2025Q1: 4,513 shares; 2025Q2: 4,387 shares; 2025Q3: 4,852 shares; 2025Q4: 5,096 shares 5,096 $1.04M 0.03% +244 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: 28,815 shares; 2024Q4: 25,327 shares; 2025Q1: 35,290 shares; 2025Q2: 35,786 shares; 2025Q3: 39,668 shares; 2025Q4: 41,790 shares 41,790 $1.04M 0.03% +2,122 Timeline CMBS 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: 45,411 shares; 2024Q4: 42,046 shares; 2025Q1: 40,607 shares; 2025Q2: 32,661 shares; 2025Q3: 19,706 shares; 2025Q4: 20,804 shares 20,804 $1.02M 0.03% +1,098 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: 6,752 shares; 2024Q4: 6,274 shares; 2025Q1: 6,572 shares; 2025Q2: 6,014 shares; 2025Q3: 5,540 shares; 2025Q4: 7,027 shares 7,027 $1.01M 0.03% +1,487 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 1,852 shares; 2025Q1: 2,259 shares; 2025Q2: 2,917 shares; 2025Q3: 4,316 shares; 2025Q4: 5,436 shares 5,436 $1M 0.03% +1,120 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,559 shares; 2025Q1: 2,356 shares; 2025Q2: 2,775 shares; 2025Q3: 3,320 shares; 2025Q4: 3,837 shares 3,837 $993K 0.03% +517 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,425 shares; 2025Q4: 10,645 shares 10,645 $990K 0.03% +2,220 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: 865 shares; 2024Q4: 1,966 shares; 2025Q1: 1,967 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,087 shares 2,087 $988K 0.03% +49 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: 8,499 shares; 2024Q4: 8,180 shares; 2025Q1: 9,715 shares; 2025Q2: 9,457 shares; 2025Q3: 10,070 shares; 2025Q4: 9,553 shares 9,553 $954K 0.03% -517 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 4,787 shares; 2025Q1: 5,398 shares; 2025Q2: 5,586 shares; 2025Q3: 4,767 shares; 2025Q4: 4,666 shares 4,666 $954K 0.03% -101 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: 7,187 shares; 2024Q4: 6,710 shares; 2025Q1: 7,390 shares; 2025Q2: 7,766 shares; 2025Q3: 8,309 shares; 2025Q4: 8,348 shares 8,348 $950K 0.03% +39 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: 18,046 shares; 2024Q4: 17,118 shares; 2025Q1: 15,968 shares; 2025Q2: 15,583 shares; 2025Q3: 15,374 shares; 2025Q4: 15,043 shares 15,043 $947K 0.03% -331 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,566 shares; 2025Q1: 4,709 shares; 2025Q2: 6,031 shares; 2025Q3: 10,100 shares; 2025Q4: 11,575 shares 11,575 $929K 0.03% +1,475 Timeline FIXD 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: 35,440 shares; 2024Q4: 26,779 shares; 2025Q1: 23,937 shares; 2025Q2: 20,053 shares; 2025Q3: 20,394 shares; 2025Q4: 20,770 shares 20,770 $921K 0.03% +376 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: 1,636 shares; 2024Q4: 1,615 shares; 2025Q1: 1,646 shares; 2025Q2: 1,946 shares; 2025Q3: 3,281 shares; 2025Q4: 3,781 shares 3,781 $917K 0.02% +500 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 16,413 shares; 2025Q1: 20,613 shares; 2025Q2: 24,996 shares; 2025Q3: 27,523 shares; 2025Q4: 29,946 shares 29,946 $915K 0.02% +2,423 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: 6,162 shares; 2024Q4: 6,440 shares; 2025Q1: 6,974 shares; 2025Q2: 7,260 shares; 2025Q3: 7,533 shares; 2025Q4: 7,287 shares 7,287 $913K 0.02% -246 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,292 shares; 2025Q1: 1,514 shares; 2025Q2: 1,701 shares; 2025Q3: 1,852 shares; 2025Q4: 2,014 shares 2,014 $913K 0.02% +162 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,866 shares; 2025Q1: 2,765 shares; 2025Q2: 3,665 shares; 2025Q3: 5,628 shares; 2025Q4: 6,624 shares 6,624 $913K 0.02% +996 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 3,799 shares; 2025Q1: 3,857 shares; 2025Q2: 3,644 shares; 2025Q3: 3,596 shares; 2025Q4: 3,260 shares 3,260 $903K 0.02% -336 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,665 shares; 2024Q4: 19,660 shares; 2025Q1: 26,791 shares; 2025Q2: 29,031 shares; 2025Q3: 36,320 shares; 2025Q4: 38,220 shares 38,220 $895K 0.02% +1,900 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,399 shares; 2024Q4: 34,933 shares; 2025Q1: 34,095 shares; 2025Q2: 30,986 shares; 2025Q3: 30,798 shares; 2025Q4: 23,554 shares 23,554 $881K 0.02% -7,244 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,283 shares; 2025Q3: 10,307 shares; 2025Q4: 12,457 shares 12,457 $874K 0.02% +2,150 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,245 shares; 2024Q4: 35,356 shares; 2025Q1: 34,655 shares; 2025Q2: 34,581 shares; 2025Q3: 28,891 shares; 2025Q4: 24,045 shares 24,045 $872K 0.02% -4,846 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,938 shares; 2024Q4: 52,475 shares; 2025Q1: 47,795 shares; 2025Q2: 38,036 shares; 2025Q3: 38,863 shares; 2025Q4: 38,143 shares 38,143 $864K 0.02% -720 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: 9,926 shares; 2024Q4: 9,138 shares; 2025Q1: 9,074 shares; 2025Q2: 8,755 shares; 2025Q3: 9,383 shares; 2025Q4: 11,171 shares 11,171 $861K 0.02% +1,788 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: 5,509 shares; 2024Q4: 5,447 shares; 2025Q1: 5,999 shares; 2025Q2: 6,859 shares; 2025Q3: 8,434 shares; 2025Q4: 9,018 shares 9,018 $860K 0.02% +584 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: 5,964 shares; 2024Q4: 4,946 shares; 2025Q1: 5,347 shares; 2025Q2: 11,142 shares; 2025Q3: 12,804 shares; 2025Q4: 13,712 shares 13,712 $857K 0.02% +908 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,773 shares; 2025Q1: 3,248 shares; 2025Q2: 3,853 shares; 2025Q3: 5,227 shares; 2025Q4: 5,658 shares 5,658 $856K 0.02% +431 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,653 shares; 2024Q4: 28,967 shares; 2025Q1: 31,144 shares; 2025Q2: 29,678 shares; 2025Q3: 11,983 shares; 2025Q4: 10,964 shares 10,964 $854K 0.02% -1,019 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,823 shares; 2025Q1: 2,061 shares; 2025Q2: 2,299 shares; 2025Q3: 2,556 shares; 2025Q4: 2,805 shares 2,805 $844K 0.02% +249 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,023 shares; 2025Q1: 4,556 shares; 2025Q2: 4,909 shares; 2025Q3: 4,668 shares; 2025Q4: 4,544 shares 4,544 $834K 0.02% -124 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 17,984 shares; 2025Q4: 19,750 shares 19,750 $832K 0.02% +1,766 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 223 shares; 2025Q1: 221 shares; 2025Q2: 225 shares; 2025Q3: 244 shares; 2025Q4: 411 shares 411 $831K 0.02% +167 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 7,271 shares; 2025Q1: 10,917 shares; 2025Q2: 11,919 shares; 2025Q3: 15,297 shares; 2025Q4: 16,850 shares 16,850 $828K 0.02% +1,553 Timeline JPIB 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: 8,052 shares; 2024Q4: 9,101 shares; 2025Q1: 11,952 shares; 2025Q2: 12,891 shares; 2025Q3: 16,070 shares; 2025Q4: 16,655 shares 16,655 $811K 0.02% +585 Timeline RSPU 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: 8,779 shares; 2024Q4: 9,470 shares; 2025Q1: 9,861 shares; 2025Q2: 10,071 shares; 2025Q3: 10,562 shares; 2025Q4: 10,721 shares 10,721 $802K 0.02% +159 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,990 shares; 2024Q4: 69,740 shares; 2025Q1: 17,782 shares; 2025Q2: 17,782 shares; 2025Q3: 17,782 shares; 2025Q4: 17,782 shares 17,782 $799K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,775 shares 2,775 $792K 0.02% new Timeline DFAR 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: 36,824 shares; 2024Q4: 35,086 shares; 2025Q1: 35,329 shares; 2025Q2: 34,822 shares; 2025Q3: 34,647 shares; 2025Q4: 34,575 shares 34,575 $792K 0.02% -72 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: 938 shares; 2024Q4: 931 shares; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 1,794 shares; 2025Q4: 2,230 shares 2,230 $788K 0.02% +436 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: 2,666 shares; 2024Q4: 2,753 shares; 2025Q1: 2,935 shares; 2025Q2: 2,782 shares; 2025Q3: 2,786 shares; 2025Q4: 2,705 shares 2,705 $785K 0.02% -81 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,658 shares; 2024Q4: 13,799 shares; 2025Q1: 14,476 shares; 2025Q2: 13,984 shares; 2025Q3: 13,586 shares; 2025Q4: 13,551 shares 13,551 $785K 0.02% -35 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: 449 shares; 2024Q4: 489 shares; 2025Q1: 512 shares; 2025Q2: 723 shares; 2025Q3: 868 shares; 2025Q4: 864 shares 864 $761K 0.02% -4 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: 5,002 shares; 2024Q4: 4,543 shares; 2025Q1: 5,025 shares; 2025Q2: 4,852 shares; 2025Q3: 8,721 shares; 2025Q4: 6,498 shares 6,498 $758K 0.02% -2,223 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: 3,843 shares; 2024Q4: 4,011 shares; 2025Q1: 3,926 shares; 2025Q2: 3,729 shares; 2025Q3: 6,083 shares; 2025Q4: 7,170 shares 7,170 $755K 0.02% +1,087 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,598 shares; 2024Q4: 25,675 shares; 2025Q1: 21,860 shares; 2025Q2: 17,541 shares; 2025Q3: 17,708 shares; 2025Q4: 17,911 shares 17,911 $750K 0.02% +203 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 11,344 shares; 2025Q1: 8,954 shares; 2025Q2: 11,857 shares; 2025Q3: 12,494 shares; 2025Q4: 9,935 shares 9,935 $750K 0.02% -2,559 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,127 shares; 2024Q4: 14,127 shares; 2025Q1: 14,111 shares; 2025Q2: 14,110 shares; 2025Q3: 14,110 shares; 2025Q4: 14,110 shares 14,110 $747K 0.02% 0 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: 22,530 shares; 2024Q4: 18,860 shares; 2025Q1: 12,230 shares; 2025Q2: 11,977 shares; 2025Q3: 11,762 shares; 2025Q4: 9,306 shares 9,306 $742K 0.02% -2,456 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 7,889 shares 7,889 $735K 0.02% +2,539 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: 13,910 shares; 2024Q4: 13,925 shares; 2025Q1: 14,130 shares; 2025Q2: 15,765 shares; 2025Q3: 16,284 shares; 2025Q4: 16,107 shares 16,107 $716K 0.02% -177 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,361 shares; 2024Q4: 80,679 shares; 2025Q1: 92,697 shares; 2025Q2: 94,157 shares; 2025Q3: 16,662 shares; 2025Q4: 16,102 shares 16,102 $707K 0.02% -560 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 5,698 shares; 2025Q1: 6,314 shares; 2025Q2: 6,058 shares; 2025Q3: 5,909 shares; 2025Q4: 5,862 shares 5,862 $705K 0.02% -47 Timeline COPX 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: 9,804 shares; 2024Q4: 9,508 shares; 2025Q1: 9,502 shares; 2025Q2: 9,475 shares; 2025Q3: 9,475 shares; 2025Q4: 9,810 shares 9,810 $704K 0.02% +335 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: 869 shares; 2024Q4: 853 shares; 2025Q1: 1,428 shares; 2025Q2: 3,482 shares; 2025Q3: 2,040 shares; 2025Q4: 1,700 shares 1,700 $702K 0.02% -340 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 1,030 shares; 2025Q1: 1,323 shares; 2025Q2: 2,817 shares; 2025Q3: 2,588 shares; 2025Q4: 2,665 shares 2,665 $700K 0.02% +77 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: 1,977 shares; 2024Q4: 1,947 shares; 2025Q1: 2,276 shares; 2025Q2: 2,418 shares; 2025Q3: 3,034 shares; 2025Q4: 3,003 shares 3,003 $695K 0.02% -31 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,459 shares; 2025Q3: 2,437 shares; 2025Q4: 2,814 shares 2,814 $693K 0.02% +377 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 3,023 shares; 2025Q2: 3,843 shares; 2025Q3: 5,186 shares; 2025Q4: 6,095 shares 6,095 $684K 0.02% +909 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 3,864 shares; 2025Q1: 3,944 shares; 2025Q2: 3,840 shares; 2025Q3: 6,929 shares; 2025Q4: 7,822 shares 7,822 $682K 0.02% +893 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: 1,927 shares; 2024Q4: 2,218 shares; 2025Q1: 2,767 shares; 2025Q2: 3,393 shares; 2025Q3: 4,647 shares; 2025Q4: 5,136 shares 5,136 $682K 0.02% +489 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 1,009 shares; 2025Q4: 1,292 shares 1,292 $675K 0.02% +283 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,376 shares 2,376 $673K 0.02% +376 Timeline PZA 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: 27,720 shares; 2024Q4: 32,501 shares; 2025Q1: 27,344 shares; 2025Q2: 28,814 shares; 2025Q3: 30,973 shares; 2025Q4: 29,037 shares 29,037 $673K 0.02% -1,936 Timeline URA 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: 11,308 shares; 2025Q3: 14,724 shares; 2025Q4: 15,758 shares 15,758 $673K 0.02% +1,034 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,815 shares; 2024Q4: 7,414 shares; 2025Q1: 6,815 shares; 2025Q2: 6,815 shares; 2025Q3: 6,815 shares; 2025Q4: 6,920 shares 6,920 $673K 0.02% +105 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,210 shares; 2024Q4: 15,263 shares; 2025Q1: 18,430 shares; 2025Q2: 20,517 shares; 2025Q3: 23,647 shares; 2025Q4: 24,665 shares 24,665 $668K 0.02% +1,018 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,832 shares; 2025Q1: 7,087 shares; 2025Q2: 6,856 shares; 2025Q3: 7,516 shares; 2025Q4: 7,534 shares 7,534 $665K 0.02% +18 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,044 shares; 2024Q4: 13,044 shares; 2025Q1: 13,044 shares; 2025Q2: 13,044 shares; 2025Q3: 13,044 shares; 2025Q4: 13,044 shares 13,044 $661K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 736 shares; 2025Q1: 914 shares; 2025Q2: 1,096 shares; 2025Q3: 1,457 shares; 2025Q4: 1,697 shares 1,697 $651K 0.02% +240 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,160 shares; 2024Q4: 21,097 shares; 2025Q1: 25,703 shares; 2025Q2: 27,413 shares; 2025Q3: 31,456 shares; 2025Q4: 27,804 shares 27,804 $650K 0.02% -3,652 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,973 shares; 2025Q1: 4,096 shares; 2025Q2: 5,189 shares; 2025Q3: 6,545 shares; 2025Q4: 8,056 shares 8,056 $642K 0.02% +1,511 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,076 shares; 2025Q2: 2,688 shares; 2025Q3: 2,853 shares; 2025Q4: 2,085 shares 2,085 $638K 0.02% -768 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 641 shares; 2025Q1: 792 shares; 2025Q2: 1,012 shares; 2025Q3: 1,466 shares; 2025Q4: 1,636 shares 1,636 $637K 0.02% +170 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,003 shares; 2024Q4: 13,003 shares; 2025Q1: 13,003 shares; 2025Q2: 13,003 shares; 2025Q3: 13,052 shares; 2025Q4: 13,003 shares 13,003 $624K 0.02% -49 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,797 shares; 2025Q2: 5,508 shares; 2025Q3: 8,220 shares; 2025Q4: 9,769 shares 9,769 $620K 0.02% +1,549 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 3,170 shares; 2025Q4: 3,914 shares 3,914 $614K 0.02% +744 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 7,711 shares; 2025Q4: 9,269 shares 9,269 $603K 0.02% +1,558 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,911 shares; 2025Q3: 8,965 shares; 2025Q4: 8,679 shares 8,679 $602K 0.02% -286 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: 5,327 shares; 2024Q4: 5,717 shares; 2025Q1: 5,907 shares; 2025Q2: 5,751 shares; 2025Q3: 5,445 shares; 2025Q4: 5,190 shares 5,190 $599K 0.02% -255 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,898 shares; 2025Q4: 6,914 shares 6,914 $593K 0.02% +1,016 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: 2,819 shares; 2024Q4: 2,393 shares; 2025Q1: 2,286 shares; 2025Q2: 2,412 shares; 2025Q3: 2,406 shares; 2025Q4: 2,284 shares 2,284 $590K 0.02% -122 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: 4,637 shares; 2024Q4: 4,903 shares; 2025Q1: 5,603 shares; 2025Q2: 6,596 shares; 2025Q3: 7,359 shares; 2025Q4: 7,981 shares 7,981 $587K 0.02% +622 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: 18,743 shares; 2024Q4: 20,713 shares; 2025Q1: 19,359 shares; 2025Q2: 18,490 shares; 2025Q3: 17,660 shares; 2025Q4: 14,357 shares 14,357 $585K 0.02% -3,303 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,481 shares; 2025Q1: 4,154 shares; 2025Q2: 4,510 shares; 2025Q3: 4,456 shares; 2025Q4: 4,578 shares 4,578 $576K 0.02% +122 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: 43,760 shares; 2024Q4: 31,390 shares; 2025Q1: 33,181 shares; 2025Q2: 45,135 shares; 2025Q3: 44,185 shares; 2025Q4: 43,672 shares 43,672 $573K 0.02% -513 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 10,120 shares; 2025Q1: 10,913 shares; 2025Q2: 11,380 shares; 2025Q3: 11,757 shares; 2025Q4: 12,313 shares 12,313 $573K 0.02% +556 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 894 shares; 2025Q4: 871 shares 871 $569K 0.02% -23 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,705 shares; 2024Q4: 13,870 shares; 2025Q1: 16,881 shares; 2025Q2: 16,157 shares; 2025Q3: 15,350 shares; 2025Q4: 12,094 shares 12,094 $567K 0.02% -3,256 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 5,744 shares; 2025Q1: 5,710 shares; 2025Q2: 5,699 shares; 2025Q3: 5,581 shares; 2025Q4: 5,524 shares 5,524 $566K 0.02% -57 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,432 shares; 2025Q1: 1,631 shares; 2025Q2: 1,074 shares; 2025Q3: 941 shares; 2025Q4: 975 shares 975 $565K 0.02% +34 Timeline EFIV 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: 3,816 shares; 2025Q4: 8,496 shares 8,496 $562K 0.02% +4,680 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: 7,676 shares; 2024Q4: 15,346 shares; 2025Q1: 15,020 shares; 2025Q2: 15,472 shares; 2025Q3: 15,472 shares; 2025Q4: 23,174 shares 23,174 $557K 0.02% +7,702 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 7,890 shares; 2025Q1: 8,056 shares; 2025Q2: 7,073 shares; 2025Q3: 6,006 shares; 2025Q4: 5,633 shares 5,633 $556K 0.02% -373 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,520 shares; 2025Q1: 3,565 shares; 2025Q2: 3,737 shares; 2025Q3: 3,162 shares; 2025Q4: 2,982 shares 2,982 $550K 0.01% -180 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: 152,804 shares; 2024Q4: 134,515 shares; 2025Q1: 58,983 shares; 2025Q2: 56,383 shares; 2025Q3: 56,240 shares; 2025Q4: 48,411 shares 48,411 $544K 0.01% -7,829 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,853 shares; 2024Q4: 9,957 shares; 2025Q1: 11,252 shares; 2025Q2: 11,590 shares; 2025Q3: 10,352 shares; 2025Q4: 10,030 shares 10,030 $540K 0.01% -322 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,265 shares; 2024Q4: 10,713 shares; 2025Q1: 21,001 shares; 2025Q2: 21,949 shares; 2025Q3: 23,933 shares; 2025Q4: 21,653 shares 21,653 $540K 0.01% -2,280 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,566 shares 1,566 $537K 0.01% +37 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,065 shares; 2025Q1: 1,164 shares; 2025Q2: 1,591 shares; 2025Q3: 1,503 shares; 2025Q4: 1,412 shares 1,412 $536K 0.01% -91 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: 3,689 shares; 2024Q4: 4,035 shares; 2025Q1: 4,397 shares; 2025Q2: 4,369 shares; 2025Q3: 3,574 shares; 2025Q4: 3,458 shares 3,458 $533K 0.01% -116 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,188 shares; 2025Q3: 2,194 shares; 2025Q4: 2,584 shares 2,584 $531K 0.01% +390 Timeline HEWJ 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: 6,245 shares; 2024Q4: 6,222 shares; 2025Q1: 5,754 shares; 2025Q2: 5,430 shares; 2025Q3: 8,569 shares; 2025Q4: 10,063 shares 10,063 $530K 0.01% +1,494 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,542 shares; 2025Q1: 1,585 shares; 2025Q2: 1,582 shares; 2025Q3: 1,805 shares; 2025Q4: 1,695 shares 1,695 $530K 0.01% -110 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,828 shares; 2025Q1: 1,880 shares; 2025Q2: 1,925 shares; 2025Q3: 2,449 shares; 2025Q4: 3,038 shares 3,038 $527K 0.01% +589 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,017 shares; 2025Q1: 9,040 shares; 2025Q2: 9,040 shares; 2025Q3: not reported; 2025Q4: 9,040 shares 9,040 $524K 0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 533 shares; 2025Q1: 728 shares; 2025Q2: 1,197 shares; 2025Q3: 1,844 shares; 2025Q4: 2,154 shares 2,154 $523K 0.01% +310 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,455 shares; 2024Q4: 29,251 shares; 2025Q1: 29,166 shares; 2025Q2: 29,676 shares; 2025Q3: 29,296 shares; 2025Q4: 12,030 shares 12,030 $522K 0.01% -17,266 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,737 shares; 2025Q1: 1,824 shares; 2025Q2: 1,915 shares; 2025Q3: 1,702 shares; 2025Q4: 1,866 shares 1,866 $521K 0.01% +164 Timeline GVI 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: 19,437 shares; 2025Q2: 7,624 shares; 2025Q3: 6,105 shares; 2025Q4: 4,819 shares 4,819 $517K 0.01% -1,286 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,851 shares; 2025Q4: 1,694 shares 1,694 $515K 0.01% -157 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,338 shares; 2025Q4: 1,778 shares 1,778 $510K 0.01% +440 Timeline SIL 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: 2,982 shares; 2025Q4: 6,069 shares 6,069 $507K 0.01% +3,087 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 2,772 shares; 2025Q4: 3,166 shares 3,166 $504K 0.01% +394 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 420 shares; 2025Q2: 651 shares; 2025Q3: 815 shares; 2025Q4: 876 shares 876 $500K 0.01% +61 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,766 shares; 2024Q4: 8,638 shares; 2025Q1: 9,521 shares; 2025Q2: 9,001 shares; 2025Q3: 9,634 shares; 2025Q4: 9,263 shares 9,263 $500K 0.01% -371 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,442 shares; 2025Q1: 4,409 shares; 2025Q2: 4,911 shares; 2025Q3: 5,824 shares; 2025Q4: 5,987 shares 5,987 $497K 0.01% +163 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,552 shares; 2025Q4: 5,640 shares 5,640 $494K 0.01% +2,088 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: 1,668 shares; 2024Q4: 1,492 shares; 2025Q1: 2,053 shares; 2025Q2: 2,019 shares; 2025Q3: 2,425 shares; 2025Q4: 2,525 shares 2,525 $493K 0.01% +100 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: 4,748 shares; 2024Q4: 3,796 shares; 2025Q1: 3,388 shares; 2025Q2: 4,754 shares; 2025Q3: 3,972 shares; 2025Q4: 3,396 shares 3,396 $488K 0.01% -576 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,439 shares; 2025Q2: 1,273 shares; 2025Q3: 1,386 shares; 2025Q4: 1,944 shares 1,944 $487K 0.01% +558 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 1,204 shares; 2025Q4: 1,672 shares 1,672 $485K 0.01% +468 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 499 shares; 2025Q4: 599 shares 599 $485K 0.01% +100 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,103 shares; 2025Q1: 5,000 shares; 2025Q2: 5,258 shares; 2025Q3: 5,010 shares; 2025Q4: 4,832 shares 4,832 $483K 0.01% -178 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,095 shares; 2025Q2: 3,624 shares; 2025Q3: 4,477 shares; 2025Q4: 4,561 shares 4,561 $480K 0.01% +84 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,988 shares; 2025Q1: 2,971 shares; 2025Q2: 2,734 shares; 2025Q3: 2,694 shares; 2025Q4: 2,635 shares 2,635 $480K 0.01% -59 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,346 shares; 2025Q3: 1,752 shares; 2025Q4: 2,240 shares 2,240 $475K 0.01% +488 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,859 shares; 2025Q4: 6,057 shares 6,057 $475K 0.01% +1,198 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,001 shares; 2024Q4: 10,129 shares; 2025Q1: 9,610 shares; 2025Q2: 12,442 shares; 2025Q3: 8,578 shares; 2025Q4: 9,341 shares 9,341 $470K 0.01% +763 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,787 shares; 2025Q3: 9,436 shares; 2025Q4: 12,344 shares 12,344 $457K 0.01% +2,908 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,956 shares; 2025Q3: not reported; 2025Q4: 13,240 shares 13,240 $454K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 1,274 shares; 2025Q4: 1,411 shares 1,411 $449K 0.01% +137 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 814 shares; 2025Q4: 814 shares 814 $449K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL 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: 10,398 shares; 2025Q4: 12,664 shares 12,664 $444K 0.01% +2,266 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,097 shares; 2025Q1: 2,100 shares; 2025Q2: 2,102 shares; 2025Q3: 2,104 shares; 2025Q4: 2,107 shares 2,107 $443K 0.01% +3 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,648 shares; 2025Q1: 2,640 shares; 2025Q2: 2,618 shares; 2025Q3: 2,594 shares; 2025Q4: 2,595 shares 2,595 $440K 0.01% +1 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 824 shares; 2025Q4: 859 shares 859 $439K 0.01% +35 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,885 shares; 2025Q1: 3,049 shares; 2025Q2: 2,913 shares; 2025Q3: 3,288 shares; 2025Q4: 3,218 shares 3,218 $438K 0.01% -70 Timeline EXC EXELON CORP More: the full row for EXELON 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: 5,375 shares; 2025Q2: 6,857 shares; 2025Q3: 9,106 shares; 2025Q4: 10,045 shares 10,045 $438K 0.01% +939 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 3,281 shares; 2025Q4: 4,215 shares 4,215 $437K 0.01% +934 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,227 shares; 2025Q4: 2,740 shares 2,740 $436K 0.01% +513 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,991 shares; 2025Q1: 45,991 shares; 2025Q2: 45,991 shares; 2025Q3: 45,991 shares; 2025Q4: 163,326 shares 163,326 $436K 0.01% +117,335 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,600 shares; 2025Q3: 6,847 shares; 2025Q4: 7,392 shares 7,392 $433K 0.01% +545 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 7,206 shares; 2025Q1: 6,932 shares; 2025Q2: 6,864 shares; 2025Q3: 6,404 shares; 2025Q4: 6,173 shares 6,173 $432K 0.01% -231 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,623 shares; 2025Q1: 5,580 shares; 2025Q2: 6,033 shares; 2025Q3: 6,422 shares; 2025Q4: 6,412 shares 6,412 $430K 0.01% -10 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: 10,237 shares; 2025Q2: 14,123 shares; 2025Q3: 12,178 shares; 2025Q4: 15,944 shares 15,944 $429K 0.01% +3,766 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,809 shares; 2025Q4: 3,319 shares 3,319 $429K 0.01% -1,490 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,752 shares; 2025Q1: 1,669 shares; 2025Q2: 1,656 shares; 2025Q3: 1,662 shares; 2025Q4: 1,646 shares 1,646 $425K 0.01% -16 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 4,468 shares; 2025Q3: 5,068 shares; 2025Q4: 5,345 shares 5,345 $424K 0.01% +277 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,180 shares; 2025Q4: 15,538 shares 15,538 $423K 0.01% +3,358 Timeline RSPN 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: 7,925 shares; 2024Q4: 7,945 shares; 2025Q1: 8,100 shares; 2025Q2: 7,784 shares; 2025Q3: 7,487 shares; 2025Q4: 7,441 shares 7,441 $421K 0.01% -46 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,319 shares; 2024Q4: 4,485 shares; 2025Q1: 4,326 shares; 2025Q2: 4,414 shares; 2025Q3: 4,501 shares; 2025Q4: 4,375 shares 4,375 $421K 0.01% -126 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 3,214 shares; 2025Q1: 3,948 shares; 2025Q2: 3,792 shares; 2025Q3: 4,291 shares; 2025Q4: 5,190 shares 5,190 $419K 0.01% +899 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,490 shares; 2025Q1: 4,032 shares; 2025Q2: 3,894 shares; 2025Q3: 3,954 shares; 2025Q4: 2,099 shares 2,099 $417K 0.01% -1,855 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,708 shares; 2025Q1: 4,709 shares; 2025Q2: 4,708 shares; 2025Q3: 4,589 shares; 2025Q4: 4,630 shares 4,630 $417K 0.01% +41 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,903 shares; 2025Q1: 3,106 shares; 2025Q2: 3,017 shares; 2025Q3: 1,900 shares; 2025Q4: 1,826 shares 1,826 $416K 0.01% -74 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 3,998 shares 3,998 $416K 0.01% +2,272 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,916 shares; 2024Q4: 7,044 shares; 2025Q1: 6,260 shares; 2025Q2: 7,322 shares; 2025Q3: 9,064 shares; 2025Q4: 8,686 shares 8,686 $415K 0.01% -378 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 1,288 shares; 2025Q1: 1,446 shares; 2025Q2: 1,560 shares; 2025Q3: 1,539 shares; 2025Q4: 1,531 shares 1,531 $415K 0.01% -8 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 1,527 shares; 2025Q4: 1,932 shares 1,932 $415K 0.01% +405 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: 441 shares; 2025Q3: not reported; 2025Q4: 885 shares 885 $415K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 2,894 shares; 2025Q1: 2,907 shares; 2025Q2: 3,083 shares; 2025Q3: 3,096 shares; 2025Q4: 3,173 shares 3,173 $410K 0.01% +77 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 3,197 shares; 2025Q1: 4,103 shares; 2025Q2: 4,674 shares; 2025Q3: 5,246 shares; 2025Q4: 5,551 shares 5,551 $409K 0.01% +305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,422 shares; 2025Q3: 5,424 shares; 2025Q4: 5,466 shares 5,466 $406K 0.01% +42 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,169 shares; 2025Q4: 4,064 shares 4,064 $406K 0.01% +895 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,177 shares; 2024Q4: 15,323 shares; 2025Q1: 16,724 shares; 2025Q2: 16,268 shares; 2025Q3: 16,410 shares; 2025Q4: 16,201 shares 16,201 $402K 0.01% -209 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 526 shares; 2025Q1: 571 shares; 2025Q2: 454 shares; 2025Q3: 401 shares; 2025Q4: 440 shares 440 $399K 0.01% +39 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 1,948 shares 1,948 $396K 0.01% +114 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: 729 shares; 2024Q4: 715 shares; 2025Q1: 713 shares; 2025Q2: 734 shares; 2025Q3: 791 shares; 2025Q4: 774 shares 774 $396K 0.01% -17 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares; 2025Q4: 889 shares 889 $395K 0.01% +129 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: 6,369 shares; 2024Q4: 7,487 shares; 2025Q1: 9,197 shares; 2025Q2: 8,470 shares; 2025Q3: 7,608 shares; 2025Q4: 7,724 shares 7,724 $392K 0.01% +116 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,027 shares; 2025Q1: 3,102 shares; 2025Q2: 3,181 shares; 2025Q3: 3,107 shares; 2025Q4: 3,038 shares 3,038 $392K 0.01% -69 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: 1,280 shares; 2025Q3: 1,508 shares; 2025Q4: 1,560 shares 1,560 $392K 0.01% +52 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: 860 shares 860 $390K 0.01% +192 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,720 shares; 2025Q1: 5,627 shares; 2025Q2: 5,859 shares; 2025Q3: 6,794 shares; 2025Q4: 4,103 shares 4,103 $390K 0.01% -2,691 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,655 shares; 2025Q3: 2,993 shares; 2025Q4: 3,126 shares 3,126 $385K 0.01% +133 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 5,468 shares; 2025Q1: 5,603 shares; 2025Q2: 5,522 shares; 2025Q3: 5,490 shares; 2025Q4: 6,493 shares 6,493 $385K 0.01% +1,003 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 5,680 shares; 2025Q1: 4,934 shares; 2025Q2: 4,699 shares; 2025Q3: 4,710 shares; 2025Q4: 4,413 shares 4,413 $385K 0.01% -297 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 1,213 shares; 2025Q2: 1,361 shares; 2025Q3: 1,250 shares; 2025Q4: 1,229 shares 1,229 $384K 0.01% -21 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,775 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,793 shares; 2025Q4: 2,780 shares 2,780 $381K 0.01% -13 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,094 shares; 2025Q1: 4,491 shares; 2025Q2: 4,153 shares; 2025Q3: 4,423 shares; 2025Q4: 4,185 shares 4,185 $374K 0.01% -238 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 10,386 shares; 2025Q1: 10,914 shares; 2025Q2: 10,869 shares; 2025Q3: 10,637 shares; 2025Q4: 10,676 shares 10,676 $373K 0.01% +39 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: 2,306 shares; 2025Q2: 2,663 shares; 2025Q3: 3,184 shares; 2025Q4: 3,872 shares 3,872 $372K 0.01% +688 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $372K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,549 shares; 2025Q1: 3,429 shares; 2025Q2: 4,015 shares; 2025Q3: 4,174 shares; 2025Q4: 3,532 shares 3,532 $371K 0.01% -642 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,919 shares; 2025Q2: 2,086 shares; 2025Q3: 2,113 shares; 2025Q4: 2,120 shares 2,120 $369K 0.01% +7 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 7,855 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,913 shares; 2025Q4: 8,291 shares 8,291 $369K 0.01% +378 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,147 shares; 2024Q4: 13,453 shares; 2025Q1: 16,138 shares; 2025Q2: 17,672 shares; 2025Q3: 15,037 shares; 2025Q4: 15,477 shares 15,477 $367K 0.01% +440 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,924 shares 2,924 $363K 0.01% +710 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,543 shares; 2025Q3: 5,119 shares; 2025Q4: 6,034 shares 6,034 $363K 0.01% +915 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,193 shares; 2024Q4: 26,782 shares; 2025Q1: 26,530 shares; 2025Q2: 24,308 shares; 2025Q3: 21,761 shares; 2025Q4: 20,771 shares 20,771 $360K 0.01% -990 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 5,780 shares; 2025Q1: 5,718 shares; 2025Q2: 5,408 shares; 2025Q3: 5,070 shares; 2025Q4: 3,458 shares 3,458 $360K 0.01% -1,612 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA 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: 7,888 shares; 2025Q3: 12,303 shares; 2025Q4: 13,646 shares 13,646 $359K 0.01% +1,343 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,519 shares; 2025Q1: 2,658 shares; 2025Q2: 2,616 shares; 2025Q3: 2,341 shares; 2025Q4: 2,214 shares 2,214 $359K 0.01% -127 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: not reported; 2025Q1: 4,120 shares; 2025Q2: 5,192 shares; 2025Q3: 7,163 shares; 2025Q4: 5,977 shares 5,977 $359K 0.01% -1,186 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,905 shares; 2025Q1: 3,988 shares; 2025Q2: 3,837 shares; 2025Q3: 3,843 shares; 2025Q4: 3,689 shares 3,689 $351K 0.01% -154 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 521 shares 521 $351K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 884 shares; 2025Q2: 1,212 shares; 2025Q3: 1,474 shares; 2025Q4: 1,555 shares 1,555 $347K 0.01% +81 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,610 shares; 2025Q1: 3,020 shares; 2025Q2: 3,316 shares; 2025Q3: 3,904 shares; 2025Q4: 4,085 shares 4,085 $343K 0.01% +181 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,543 shares; 2025Q1: 8,268 shares; 2025Q2: 8,280 shares; 2025Q3: 6,790 shares; 2025Q4: 6,781 shares 6,781 $339K 0.01% -9 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,141 shares; 2025Q1: not reported; 2025Q2: 4,313 shares; 2025Q3: 6,447 shares; 2025Q4: 6,782 shares 6,782 $337K 0.01% +335 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 14,894 shares; 2025Q1: 14,360 shares; 2025Q2: 13,020 shares; 2025Q3: 12,162 shares; 2025Q4: 11,249 shares 11,249 $336K 0.01% -913 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,266 shares; 2025Q4: 3,100 shares 3,100 $336K 0.01% +834 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 1,568 shares; 2025Q4: 2,105 shares 2,105 $335K 0.01% +537 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 919 shares; 2025Q2: 1,066 shares; 2025Q3: 1,079 shares; 2025Q4: 1,021 shares 1,021 $334K 0.01% -58 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,537 shares; 2025Q1: 1,778 shares; 2025Q2: 1,563 shares; 2025Q3: 1,123 shares; 2025Q4: 1,242 shares 1,242 $333K 0.01% +119 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 2,063 shares; 2025Q2: 2,013 shares; 2025Q3: 2,003 shares; 2025Q4: 2,003 shares 2,003 $333K 0.01% 0 Timeline SCHC 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: 18,978 shares; 2024Q4: 16,695 shares; 2025Q1: 12,057 shares; 2025Q2: 12,111 shares; 2025Q3: 13,097 shares; 2025Q4: 7,257 shares 7,257 $330K 0.01% -5,840 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,759 shares 3,759 $328K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 1,160 shares; 2025Q3: 998 shares; 2025Q4: 1,112 shares 1,112 $327K 0.01% +114 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 725 shares; 2025Q1: 781 shares; 2025Q2: 613 shares; 2025Q3: 917 shares; 2025Q4: 934 shares 934 $327K 0.01% +17 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,404 shares; 2025Q1: 1,451 shares; 2025Q2: 1,415 shares; 2025Q3: 1,189 shares; 2025Q4: 1,122 shares 1,122 $326K 0.01% -67 Timeline ITB 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: 3,225 shares; 2024Q4: 3,229 shares; 2025Q1: 3,161 shares; 2025Q2: 3,279 shares; 2025Q3: 3,304 shares; 2025Q4: 3,370 shares 3,370 $325K 0.01% +66 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: 8,669 shares; 2024Q4: 4,530 shares; 2025Q1: 4,514 shares; 2025Q2: 4,545 shares; 2025Q3: 4,483 shares; 2025Q4: 4,332 shares 4,332 $320K 0.01% -151 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,498 shares; 2025Q1: 5,259 shares; 2025Q2: 5,853 shares; 2025Q3: 5,863 shares; 2025Q4: 6,034 shares 6,034 $319K 0.01% +171 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,087 shares; 2025Q1: 2,553 shares; 2025Q2: 2,847 shares; 2025Q3: 3,058 shares; 2025Q4: 3,148 shares 3,148 $318K 0.01% +90 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 533 shares; 2025Q4: 523 shares 523 $317K 0.01% -10 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: not reported; 2024Q4: not reported; 2025Q1: 18,412 shares; 2025Q2: 18,261 shares; 2025Q3: not reported; 2025Q4: 17,944 shares 17,944 $317K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,672 shares; 2025Q1: 2,826 shares; 2025Q2: 2,827 shares; 2025Q3: 2,862 shares; 2025Q4: 2,639 shares 2,639 $316K 0.01% -223 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,412 shares; 2025Q4: 1,623 shares 1,623 $315K 0.01% +211 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,222 shares 3,222 $315K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: not reported; 2025Q3: 2,314 shares; 2025Q4: 3,261 shares 3,261 $314K 0.01% +947 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,130 shares 1,130 $311K 0.01% +99 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,658 shares; 2025Q1: 1,653 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,647 shares 1,647 $310K 0.01% -71 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 863 shares; 2025Q1: 821 shares; 2025Q2: 827 shares; 2025Q3: 895 shares; 2025Q4: 829 shares 829 $310K 0.01% -66 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest 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: 3,444 shares; 2025Q4: 3,744 shares 3,744 $307K 0.01% +300 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,583 shares; 2025Q1: 1,577 shares; 2025Q2: 1,657 shares; 2025Q3: 1,704 shares; 2025Q4: 1,692 shares 1,692 $305K 0.01% -12 Timeline EFG 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: 6,307 shares; 2024Q4: 6,263 shares; 2025Q1: 5,982 shares; 2025Q2: 5,902 shares; 2025Q3: 6,281 shares; 2025Q4: 2,677 shares 2,677 $305K 0.01% -3,604 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 1,888 shares; 2025Q1: 2,070 shares; 2025Q2: 1,833 shares; 2025Q3: 2,439 shares; 2025Q4: 2,759 shares 2,759 $304K 0.01% +320 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,946 shares; 2025Q1: 2,180 shares; 2025Q2: 2,492 shares; 2025Q3: 3,276 shares; 2025Q4: 4,524 shares 4,524 $304K 0.01% +1,248 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: 2,056 shares; 2025Q4: 2,107 shares 2,107 $304K 0.01% +51 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 11,922 shares; 2025Q1: 13,601 shares; 2025Q2: 13,289 shares; 2025Q3: 13,294 shares; 2025Q4: 13,591 shares 13,591 $303K 0.01% +297 Timeline AXGN AXOGEN INC More: the full row for AXOGEN 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: 9,200 shares 9,200 $301K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 3,536 shares; 2025Q2: 3,385 shares; 2025Q3: 2,586 shares; 2025Q4: 2,444 shares 2,444 $300K 0.01% -142 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: 7,168 shares; 2024Q4: 7,168 shares; 2025Q1: 7,168 shares; 2025Q2: 7,168 shares; 2025Q3: 7,016 shares; 2025Q4: 7,016 shares 7,016 $300K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 908 shares; 2025Q3: 1,025 shares; 2025Q4: 1,045 shares 1,045 $298K 0.01% +20 Timeline CDC 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: 4,395 shares; 2024Q4: 4,394 shares; 2025Q1: 4,601 shares; 2025Q2: 4,598 shares; 2025Q3: 4,351 shares; 2025Q4: 4,524 shares 4,524 $298K 0.01% +173 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,017 shares 12,017 $298K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,287 shares; 2025Q1: 1,262 shares; 2025Q2: 1,262 shares; 2025Q3: 1,264 shares; 2025Q4: 1,450 shares 1,450 $295K 0.01% +186 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,193 shares; 2025Q4: 5,190 shares 5,190 $294K 0.01% +997 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,475 shares; 2025Q1: 2,280 shares; 2025Q2: 2,294 shares; 2025Q3: 2,271 shares; 2025Q4: 2,274 shares 2,274 $293K 0.01% +3 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,682 shares; 2024Q4: 15,603 shares; 2025Q1: 14,396 shares; 2025Q2: 12,163 shares; 2025Q3: 10,009 shares; 2025Q4: 10,162 shares 10,162 $293K 0.01% +153 Timeline VPL 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: 3,303 shares; 2024Q4: 3,280 shares; 2025Q1: 3,257 shares; 2025Q2: 3,257 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares 3,234 $292K 0.01% 0 Timeline IJT 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: 2,046 shares; 2024Q4: 2,134 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares 2,047 $289K 0.01% 0 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,877 shares; 2025Q4: 9,877 shares 9,877 $289K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 6,951 shares; 2025Q1: 7,720 shares; 2025Q2: 6,041 shares; 2025Q3: 5,762 shares; 2025Q4: 5,368 shares 5,368 $286K 0.01% -394 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,390 shares; 2025Q1: 3,383 shares; 2025Q2: 3,433 shares; 2025Q3: 3,418 shares; 2025Q4: 3,286 shares 3,286 $286K 0.01% -132 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,066 shares; 2025Q1: 1,221 shares; 2025Q2: 1,080 shares; 2025Q3: 757 shares; 2025Q4: 673 shares 673 $284K 0.01% -84 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,975 shares 4,975 $282K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,452 shares; 2025Q1: 3,369 shares; 2025Q2: 4,189 shares; 2025Q3: 3,911 shares; 2025Q4: 3,804 shares 3,804 $282K 0.01% -107 Timeline JPEF 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: 3,927 shares; 2024Q4: 3,738 shares; 2025Q1: 3,738 shares; 2025Q2: 4,553 shares; 2025Q3: 3,571 shares; 2025Q4: 3,729 shares 3,729 $279K 0.01% +158 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,412 shares; 2025Q4: 3,412 shares 3,412 $276K 0.01% 0 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,612 shares 9,612 $276K 0.01% new Timeline FIIG 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: 11,522 shares; 2025Q4: 12,885 shares 12,885 $273K 0.01% +1,363 Timeline FEZ 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: 4,882 shares; 2025Q4: 4,214 shares 4,214 $271K 0.01% -668 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 4,124 shares; 2025Q4: 4,565 shares 4,565 $268K 0.01% +441 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,037 shares; 2025Q4: 4,594 shares 4,594 $268K 0.01% +557 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,604 shares 3,604 $265K 0.01% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,051 shares 9,051 $263K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,757 shares; 2024Q4: 10,736 shares; 2025Q1: 10,607 shares; 2025Q2: 10,617 shares; 2025Q3: 10,383 shares; 2025Q4: 1,762 shares 1,762 $263K 0.01% -8,621 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,671 shares 2,671 $261K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,155 shares; 2025Q1: 1,158 shares; 2025Q2: 1,153 shares; 2025Q3: 1,274 shares; 2025Q4: 1,249 shares 1,249 $260K 0.01% -25 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,215 shares; 2025Q1: 2,253 shares; 2025Q2: 2,454 shares; 2025Q3: 3,700 shares; 2025Q4: 3,607 shares 3,607 $260K 0.01% -93 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: 1,738 shares; 2024Q4: 1,850 shares; 2025Q1: 1,885 shares; 2025Q2: 1,890 shares; 2025Q3: 1,883 shares; 2025Q4: 1,876 shares 1,876 $260K 0.01% -7 Timeline FDIS 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: 2,753 shares; 2024Q4: 4,715 shares; 2025Q1: 2,619 shares; 2025Q2: 2,684 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares 2,534 $259K 0.01% 0 Timeline SCHE 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: 8,728 shares; 2024Q4: 7,953 shares; 2025Q1: 7,643 shares; 2025Q2: 7,656 shares; 2025Q3: 7,655 shares; 2025Q4: 7,864 shares 7,864 $258K 0.01% +209 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,252 shares; 2025Q1: 3,591 shares; 2025Q2: 3,127 shares; 2025Q3: 2,688 shares; 2025Q4: 2,649 shares 2,649 $257K 0.01% -39 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,102 shares; 2025Q1: 2,073 shares; 2025Q2: 2,068 shares; 2025Q3: 2,081 shares; 2025Q4: 2,090 shares 2,090 $257K 0.01% +9 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,302 shares; 2025Q1: 4,225 shares; 2025Q2: 4,225 shares; 2025Q3: 4,225 shares; 2025Q4: 4,128 shares 4,128 $257K 0.01% -97 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,279 shares; 2025Q2: 3,381 shares; 2025Q3: 3,300 shares; 2025Q4: 3,519 shares 3,519 $255K 0.01% +219 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: 1,005 shares; 2024Q4: 950 shares; 2025Q1: 1,138 shares; 2025Q2: 1,106 shares; 2025Q3: 1,187 shares; 2025Q4: 1,206 shares 1,206 $255K 0.01% +19 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: 879 shares 879 $254K 0.01% -18 Timeline INDA 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: 6,103 shares; 2024Q4: 4,859 shares; 2025Q1: 5,420 shares; 2025Q2: 5,420 shares; 2025Q3: 9,116 shares; 2025Q4: 4,667 shares 4,667 $252K 0.01% -4,449 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 215 shares; 2025Q1: 213 shares; 2025Q2: 3,181 shares; 2025Q3: 3,010 shares; 2025Q4: 2,756 shares 2,756 $251K 0.01% -254 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,421 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares 1,410 $251K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 3,175 shares 3,175 $246K 0.01% +284 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,813 shares; 2025Q4: 6,627 shares 6,627 $245K 0.01% -186 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,386 shares; 2025Q4: 1,517 shares 1,517 $244K 0.01% +131 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 2,215 shares; 2025Q4: 1,164 shares 1,164 $243K 0.01% -1,051 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,988 shares 2,988 $243K 0.01% new 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: 776 shares; 2024Q4: not reported; 2025Q1: 1,276 shares; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 837 shares 837 $241K 0.01% +1 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,095 shares; 2024Q4: 13,534 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,154 shares; 2025Q4: 10,324 shares 10,324 $241K 0.01% -830 Timeline GNOV 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: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 6,020 shares; 2025Q3: 6,020 shares; 2025Q4: 6,020 shares 6,020 $239K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,246 shares; 2025Q1: 3,240 shares; 2025Q2: 3,143 shares; 2025Q3: 3,595 shares; 2025Q4: 1,116 shares 1,116 $234K 0.01% -2,479 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 936 shares; 2025Q1: 981 shares; 2025Q2: 1,078 shares; 2025Q3: 1,081 shares; 2025Q4: 1,021 shares 1,021 $233K 0.01% -60 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 224 shares 224 $227K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,356 shares; 2025Q2: not reported; 2025Q3: 2,365 shares; 2025Q4: 2,447 shares 2,447 $226K 0.01% +82 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 691 shares; 2025Q1: 705 shares; 2025Q2: 596 shares; 2025Q3: 541 shares; 2025Q4: 480 shares 480 $225K 0.01% -61 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 331 shares 331 $224K 0.01% -34 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: 7,272 shares; 2024Q4: 6,851 shares; 2025Q1: 6,883 shares; 2025Q2: 6,915 shares; 2025Q3: 6,416 shares; 2025Q4: 6,249 shares 6,249 $222K 0.01% -167 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,141 shares; 2025Q2: 10,401 shares; 2025Q3: not reported; 2025Q4: 13,427 shares 13,427 $221K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,766 shares; 2025Q4: 4,711 shares 4,711 $221K 0.01% -55 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,105 shares; 2025Q1: not reported; 2025Q2: 2,187 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares 2,105 $217K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,488 shares; 2025Q3: 3,554 shares; 2025Q4: 3,473 shares 3,473 $217K 0.01% -81 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 14,069 shares; 2025Q4: 16,143 shares 16,143 $216K 0.01% +2,074 Timeline ACLX ARCELLX INC More: the full row for ARCELLX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,313 shares 3,313 $216K 0.01% +313 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,860 shares; 2025Q4: 9,644 shares 9,644 $215K 0.01% -216 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: 3,120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312 shares; 2025Q4: 1,313 shares 1,313 $215K 0.01% +1 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,802 shares; 2025Q1: 1,791 shares; 2025Q2: 1,552 shares; 2025Q3: 1,538 shares; 2025Q4: 1,575 shares 1,575 $215K 0.01% +37 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 1,679 shares; 2025Q4: 1,679 shares 1,679 $212K 0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,027 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,571 shares 4,571 $212K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624 shares 624 $211K 0.01% new Timeline FELC 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: 23,514 shares; 2024Q4: 31,535 shares; 2025Q1: 10,313 shares; 2025Q2: not reported; 2025Q3: 5,751 shares; 2025Q4: 5,491 shares 5,491 $210K 0.01% -260 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,500 shares; 2024Q4: 62,935 shares; 2025Q1: 62,645 shares; 2025Q2: 10,285 shares; 2025Q3: 7,820 shares; 2025Q4: 7,820 shares 7,820 $209K 0.01% 0 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,596 shares; 2025Q1: 2,413 shares; 2025Q2: 2,457 shares; 2025Q3: 2,499 shares; 2025Q4: 2,425 shares 2,425 $209K 0.01% -74 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,610 shares 4,610 $208K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,217 shares 1,217 $207K 0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 6,178 shares; 2025Q2: 6,636 shares; 2025Q3: not reported; 2025Q4: 5,016 shares 5,016 $207K 0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 2,000 shares; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $206K 0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,167 shares; 2025Q1: 18,167 shares; 2025Q2: 19,657 shares; 2025Q3: 19,770 shares; 2025Q4: 13,891 shares 13,891 $206K 0.01% -5,879 Timeline IAK 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: 1,473 shares; 2025Q2: 1,491 shares; 2025Q3: not reported; 2025Q4: 1,504 shares 1,504 $205K 0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares 1,301 $204K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares 190 $203K 0.01% new Timeline