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: 943,665 shares; 2024Q4: 930,358 shares; 2025Q1: 920,334 shares; 2025Q2: 927,722 shares; 2025Q3: 907,662 shares; 2025Q4: 888,348 shares 888,348 $71.3M 6.56% -19,314 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,019,115 shares; 2025Q2: 1,094,615 shares; 2025Q3: 1,155,111 shares; 2025Q4: 1,217,603 shares 1,217,603 $57.7M 5.3% +62,492 Timeline UITB 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: 511,288 shares; 2024Q4: 545,854 shares; 2025Q1: 776,007 shares; 2025Q2: 862,897 shares; 2025Q3: 943,084 shares; 2025Q4: 1,029,479 shares 1,029,479 $48.8M 4.48% +86,395 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106,715 shares; 2024Q4: 981,218 shares; 2025Q1: 987,057 shares; 2025Q2: 1,007,013 shares; 2025Q3: 1,017,439 shares; 2025Q4: 1,010,420 shares 1,010,420 $45.9M 4.22% -7,019 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: 95,152 shares; 2024Q4: 96,994 shares; 2025Q1: 100,055 shares; 2025Q2: 94,019 shares; 2025Q3: 92,315 shares; 2025Q4: 90,168 shares 90,168 $45.3M 4.17% -2,147 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,781 shares; 2024Q4: 684,833 shares; 2025Q1: 591,866 shares; 2025Q2: 568,804 shares; 2025Q3: 556,867 shares; 2025Q4: 550,849 shares 550,849 $32.4M 2.98% -6,018 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: 90,316 shares; 2024Q4: 93,662 shares; 2025Q1: 102,314 shares; 2025Q2: 101,559 shares; 2025Q3: 105,963 shares; 2025Q4: 109,639 shares 109,639 $29.8M 2.74% +3,676 Timeline DFAT 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: 372,406 shares; 2024Q4: 369,752 shares; 2025Q1: 384,170 shares; 2025Q2: 382,688 shares; 2025Q3: 399,024 shares; 2025Q4: 408,773 shares 408,773 $24.3M 2.24% +9,749 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,977 shares; 2024Q4: 310,529 shares; 2025Q1: 316,453 shares; 2025Q2: 338,955 shares; 2025Q3: 367,651 shares; 2025Q4: 389,055 shares 389,055 $19.7M 1.81% +21,404 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: 372,869 shares; 2024Q4: 376,792 shares; 2025Q1: 385,944 shares; 2025Q2: 402,573 shares; 2025Q3: 408,126 shares; 2025Q4: 410,735 shares 410,735 $19.2M 1.77% +2,609 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,980 shares; 2024Q4: 575,396 shares; 2025Q1: 572,725 shares; 2025Q2: 577,682 shares; 2025Q3: 587,414 shares; 2025Q4: 464,245 shares 464,245 $19.1M 1.75% -123,169 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 470,932 shares; 2025Q1: 522,321 shares; 2025Q2: 596,298 shares; 2025Q3: 646,675 shares; 2025Q4: 707,580 shares 707,580 $18.9M 1.74% +60,905 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: 353,598 shares; 2024Q4: 352,183 shares; 2025Q1: 361,813 shares; 2025Q2: 383,192 shares; 2025Q3: 393,272 shares; 2025Q4: 397,908 shares 397,908 $18.6M 1.72% +4,636 Timeline VFLO 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: not reported; 2024Q4: 357,725 shares; 2025Q1: 393,940 shares; 2025Q2: 414,918 shares; 2025Q3: 417,602 shares; 2025Q4: 424,990 shares 424,990 $16.7M 1.54% +7,388 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: 38,126 shares; 2024Q4: 42,489 shares; 2025Q1: 45,999 shares; 2025Q2: 50,319 shares; 2025Q3: 52,255 shares; 2025Q4: 53,245 shares 53,245 $16.7M 1.53% +990 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,713 shares; 2024Q4: 170,802 shares; 2025Q1: 184,798 shares; 2025Q2: 191,761 shares; 2025Q3: 204,875 shares; 2025Q4: 212,558 shares 212,558 $16.4M 1.51% +7,683 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: 176,871 shares; 2024Q4: 199,295 shares; 2025Q1: 257,773 shares; 2025Q2: 216,752 shares; 2025Q3: 251,673 shares; 2025Q4: 308,587 shares 308,587 $15.6M 1.44% +56,914 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: 177,131 shares; 2024Q4: 384,628 shares; 2025Q1: 395,663 shares; 2025Q2: 512,999 shares; 2025Q3: 556,276 shares; 2025Q4: 582,869 shares 582,869 $15.4M 1.42% +26,593 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: 21,630 shares; 2024Q4: 23,171 shares; 2025Q1: 27,362 shares; 2025Q2: 30,772 shares; 2025Q3: 30,097 shares; 2025Q4: 31,715 shares 31,715 $15.3M 1.41% +1,618 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: 37,703 shares; 2024Q4: 36,466 shares; 2025Q1: 40,552 shares; 2025Q2: 42,979 shares; 2025Q3: 44,957 shares; 2025Q4: 46,067 shares 46,067 $14.8M 1.37% +1,110 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: 58,870 shares; 2024Q4: 59,105 shares; 2025Q1: 68,986 shares; 2025Q2: 70,916 shares; 2025Q3: 75,274 shares; 2025Q4: 77,757 shares 77,757 $14.5M 1.33% +2,483 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: 171,862 shares; 2024Q4: 507,526 shares; 2025Q1: 499,783 shares; 2025Q2: 499,667 shares; 2025Q3: 517,861 shares; 2025Q4: 511,501 shares 511,501 $13.8M 1.27% -6,360 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: 35,202 shares; 2024Q4: 37,556 shares; 2025Q1: 40,368 shares; 2025Q2: 43,830 shares; 2025Q3: 44,822 shares; 2025Q4: 45,038 shares 45,038 $13.7M 1.26% +216 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,237 shares; 2024Q4: 203,870 shares; 2025Q1: 239,643 shares; 2025Q2: 254,297 shares; 2025Q3: 241,267 shares; 2025Q4: 238,173 shares 238,173 $13.6M 1.25% -3,094 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,286 shares; 2024Q4: 126,040 shares; 2025Q1: 190,329 shares; 2025Q2: 156,178 shares; 2025Q3: 196,127 shares; 2025Q4: 266,312 shares 266,312 $13.4M 1.23% +70,185 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,405 shares; 2024Q4: 190,002 shares; 2025Q1: 200,227 shares; 2025Q2: 224,741 shares; 2025Q3: 253,210 shares; 2025Q4: 273,933 shares 273,933 $12.5M 1.15% +20,723 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,475 shares; 2024Q4: 59,476 shares; 2025Q1: 68,893 shares; 2025Q2: 70,965 shares; 2025Q3: 89,395 shares; 2025Q4: 103,633 shares 103,633 $11.9M 1.1% +14,238 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: 31,780 shares; 2024Q4: 33,220 shares; 2025Q1: 39,655 shares; 2025Q2: 41,433 shares; 2025Q3: 44,121 shares; 2025Q4: 48,098 shares 48,098 $11.1M 1.02% +3,977 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: 70,968 shares; 2024Q4: 77,035 shares; 2025Q1: 90,514 shares; 2025Q2: 98,268 shares; 2025Q3: 105,236 shares; 2025Q4: 108,335 shares 108,335 $10.8M 1% +3,099 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: 13,253 shares; 2024Q4: 13,703 shares; 2025Q1: 14,709 shares; 2025Q2: 15,688 shares; 2025Q3: 14,445 shares; 2025Q4: 15,140 shares 15,140 $9.99M 0.92% +695 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: 16,520 shares; 2024Q4: 17,481 shares; 2025Q1: 20,157 shares; 2025Q2: 22,815 shares; 2025Q3: 24,489 shares; 2025Q4: 25,782 shares 25,782 $8.87M 0.82% +1,293 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: 54,832 shares; 2024Q4: 49,300 shares; 2025Q1: 47,024 shares; 2025Q2: 58,972 shares; 2025Q3: 58,507 shares; 2025Q4: 57,429 shares 57,429 $8.85M 0.81% -1,078 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,417 shares; 2024Q4: 207,235 shares; 2025Q1: 232,507 shares; 2025Q2: 253,232 shares; 2025Q3: 274,121 shares; 2025Q4: 280,508 shares 280,508 $7.71M 0.71% +6,387 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: 26,713 shares; 2024Q4: 29,414 shares; 2025Q1: 40,631 shares; 2025Q2: 45,575 shares; 2025Q3: 49,308 shares; 2025Q4: 49,862 shares 49,862 $7.6M 0.7% +554 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,383 shares; 2025Q1: 4,168 shares; 2025Q2: 5,667 shares; 2025Q3: 6,018 shares; 2025Q4: 6,124 shares 6,124 $7.44M 0.68% +106 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: 8,496 shares; 2024Q4: 8,494 shares; 2025Q1: 10,369 shares; 2025Q2: 10,372 shares; 2025Q3: 10,494 shares; 2025Q4: 10,318 shares 10,318 $7.07M 0.65% -176 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: 10,337 shares; 2024Q4: 10,852 shares; 2025Q1: 12,731 shares; 2025Q2: 16,177 shares; 2025Q3: 18,810 shares; 2025Q4: 20,759 shares 20,759 $6.85M 0.63% +1,949 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,008 shares; 2025Q2: 50,445 shares; 2025Q3: 54,461 shares; 2025Q4: 54,930 shares 54,930 $6.75M 0.62% +469 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: 10,093 shares; 2024Q4: 10,935 shares; 2025Q1: 12,015 shares; 2025Q2: 12,681 shares; 2025Q3: 13,662 shares; 2025Q4: 14,053 shares 14,053 $6.54M 0.6% +391 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: 47,780 shares; 2024Q4: 47,962 shares; 2025Q1: 46,339 shares; 2025Q2: 45,520 shares; 2025Q3: 45,476 shares; 2025Q4: 44,037 shares 44,037 $6.32M 0.58% -1,439 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: 2,361 shares; 2024Q4: 14,160 shares; 2025Q1: 17,302 shares; 2025Q2: 40,571 shares; 2025Q3: 42,983 shares; 2025Q4: 43,395 shares 43,395 $6.23M 0.57% +412 Timeline DWX 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: 150,030 shares; 2024Q4: 148,011 shares; 2025Q1: 146,590 shares; 2025Q2: 143,129 shares; 2025Q3: 142,168 shares; 2025Q4: 139,185 shares 139,185 $6.12M 0.56% -2,983 Timeline ZHDG 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: 506,004 shares; 2024Q4: 482,426 shares; 2025Q1: 550,316 shares; 2025Q2: 474,969 shares; 2025Q3: 359,755 shares; 2025Q4: 268,250 shares 268,250 $6.07M 0.56% -91,505 Timeline MOAT 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: 98,633 shares; 2024Q4: 95,941 shares; 2025Q1: 72,719 shares; 2025Q2: 63,580 shares; 2025Q3: 61,256 shares; 2025Q4: 58,291 shares 58,291 $6.04M 0.56% -2,965 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: 31,117 shares; 2024Q4: 94,869 shares; 2025Q1: 94,374 shares; 2025Q2: 160,720 shares; 2025Q3: 192,281 shares; 2025Q4: 216,355 shares 216,355 $5.93M 0.55% +24,074 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: 82,231 shares; 2024Q4: 173,506 shares; 2025Q1: 183,193 shares; 2025Q2: 191,366 shares; 2025Q3: 218,375 shares; 2025Q4: 235,071 shares 235,071 $5.65M 0.52% +16,696 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: 87,784 shares; 2024Q4: 95,796 shares; 2025Q1: 110,602 shares; 2025Q2: 121,930 shares; 2025Q3: 133,469 shares; 2025Q4: 135,965 shares 135,965 $5.54M 0.51% +2,496 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: 20,573 shares; 2024Q4: 20,010 shares; 2025Q1: 22,903 shares; 2025Q2: 24,004 shares; 2025Q3: 25,820 shares; 2025Q4: 26,432 shares 26,432 $5.47M 0.5% +612 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.49% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,565 shares 80,565 $5.27M 0.48% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,143 shares; 2024Q4: 126,110 shares; 2025Q1: 127,636 shares; 2025Q2: 119,183 shares; 2025Q3: 114,846 shares; 2025Q4: 108,715 shares 108,715 $5.01M 0.46% -6,131 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,846 shares; 2025Q2: 6,277 shares; 2025Q3: 7,136 shares; 2025Q4: 7,431 shares 7,431 $4.92M 0.45% +295 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: 113,921 shares; 2024Q4: 125,582 shares; 2025Q1: 143,036 shares; 2025Q2: 169,185 shares; 2025Q3: 186,548 shares; 2025Q4: 196,236 shares 196,236 $4.89M 0.45% +9,688 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,292 shares; 2024Q4: 18,233 shares; 2025Q1: 20,059 shares; 2025Q2: 21,790 shares; 2025Q3: 22,059 shares; 2025Q4: 22,254 shares 22,254 $4.88M 0.45% +195 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,729 shares; 2025Q2: 8,368 shares; 2025Q3: 13,260 shares; 2025Q4: 13,784 shares 13,784 $4.83M 0.44% +524 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: 2,466 shares; 2024Q4: 2,424 shares; 2025Q1: 2,929 shares; 2025Q2: 25,815 shares; 2025Q3: 28,273 shares; 2025Q4: 38,177 shares 38,177 $4.8M 0.44% +9,904 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: 9,225 shares; 2024Q4: 30,613 shares; 2025Q1: 33,993 shares; 2025Q2: 36,173 shares; 2025Q3: 39,027 shares; 2025Q4: 39,339 shares 39,339 $4.54M 0.42% +312 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: 13,197 shares; 2024Q4: 14,030 shares; 2025Q1: 16,186 shares; 2025Q2: 17,725 shares; 2025Q3: 19,244 shares; 2025Q4: 20,115 shares 20,115 $4.49M 0.41% +871 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,865 shares; 2025Q1: 6,285 shares; 2025Q2: 6,721 shares; 2025Q3: 7,011 shares; 2025Q4: 7,167 shares 7,167 $4.34M 0.4% +156 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: 11,256 shares; 2024Q4: 59,555 shares; 2025Q1: 69,106 shares; 2025Q2: 74,991 shares; 2025Q3: 81,436 shares; 2025Q4: 85,635 shares 85,635 $4.28M 0.39% +4,199 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: 2,226 shares; 2024Q4: 2,743 shares; 2025Q1: 3,365 shares; 2025Q2: 3,641 shares; 2025Q3: 3,896 shares; 2025Q4: 3,961 shares 3,961 $4.24M 0.39% +65 Timeline RSPF 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: 56,080 shares; 2024Q4: 54,658 shares; 2025Q1: 54,258 shares; 2025Q2: 52,825 shares; 2025Q3: 52,509 shares; 2025Q4: 51,911 shares 51,911 $4.07M 0.37% -598 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 34,769 shares; 2025Q1: 42,206 shares; 2025Q2: 37,120 shares; 2025Q3: 39,110 shares; 2025Q4: 39,400 shares 39,400 $3.94M 0.36% +290 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: 70,341 shares; 2024Q4: 68,531 shares; 2025Q1: 42,254 shares; 2025Q2: 41,896 shares; 2025Q3: 40,231 shares; 2025Q4: 37,332 shares 37,332 $3.89M 0.36% -2,899 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,677 shares; 2024Q4: 32,146 shares; 2025Q1: 45,941 shares; 2025Q2: 50,987 shares; 2025Q3: 54,709 shares; 2025Q4: 58,250 shares 58,250 $3.71M 0.34% +3,541 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 12,120 shares; 2025Q1: 13,737 shares; 2025Q2: 14,981 shares; 2025Q3: 15,688 shares; 2025Q4: 16,614 shares 16,614 $3.71M 0.34% +926 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,774 shares; 2025Q1: 7,796 shares; 2025Q2: 8,466 shares; 2025Q3: 8,787 shares; 2025Q4: 10,211 shares 10,211 $3.53M 0.33% +1,424 Timeline FNDE 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: 99,587 shares; 2024Q4: 96,866 shares; 2025Q1: 98,836 shares; 2025Q2: 98,645 shares; 2025Q3: 97,519 shares; 2025Q4: 95,641 shares 95,641 $3.45M 0.32% -1,878 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,467 shares; 2025Q3: 69,580 shares; 2025Q4: 67,130 shares 67,130 $3.43M 0.32% -2,450 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,247 shares; 2024Q4: 56,336 shares; 2025Q1: 60,929 shares; 2025Q2: 65,783 shares; 2025Q3: 70,980 shares; 2025Q4: 72,569 shares 72,569 $3.41M 0.31% +1,589 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,969 shares; 2024Q4: 86,935 shares; 2025Q1: 87,883 shares; 2025Q2: 92,984 shares; 2025Q3: 104,066 shares; 2025Q4: 113,821 shares 113,821 $3.37M 0.31% +9,755 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 477 shares; 2025Q1: 535 shares; 2025Q2: 577 shares; 2025Q3: 601 shares; 2025Q4: 628 shares 628 $3.36M 0.31% +27 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: 28,488 shares; 2024Q4: 28,300 shares; 2025Q1: 27,785 shares; 2025Q2: 27,847 shares; 2025Q3: 27,075 shares; 2025Q4: 44,659 shares 44,659 $3.28M 0.3% +17,584 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 7,006 shares; 2025Q1: 7,959 shares; 2025Q2: 10,521 shares; 2025Q3: 67,586 shares; 2025Q4: 81,402 shares 81,402 $3.19M 0.29% +13,816 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 18,963 shares; 2025Q3: 20,555 shares; 2025Q4: 21,884 shares 21,884 $3.17M 0.29% +1,329 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: 20,500 shares; 2024Q4: 74,375 shares; 2025Q1: 74,613 shares; 2025Q2: 79,933 shares; 2025Q3: 89,713 shares; 2025Q4: 96,936 shares 96,936 $3.16M 0.29% +7,223 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: 4,130 shares; 2024Q4: 4,309 shares; 2025Q1: 6,633 shares; 2025Q2: 6,002 shares; 2025Q3: 6,529 shares; 2025Q4: 6,917 shares 6,917 $3.11M 0.29% +388 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 36,337 shares; 2025Q3: 40,970 shares; 2025Q4: 41,404 shares 41,404 $3.08M 0.28% +434 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: 23,732 shares; 2024Q4: 25,502 shares; 2025Q1: 26,669 shares; 2025Q2: 24,347 shares; 2025Q3: 24,548 shares; 2025Q4: 25,097 shares 25,097 $3.02M 0.28% +549 Timeline DLN 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: 40,622 shares; 2024Q4: 39,840 shares; 2025Q1: 39,772 shares; 2025Q2: 39,288 shares; 2025Q3: 37,600 shares; 2025Q4: 33,693 shares 33,693 $2.97M 0.27% -3,907 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,284 shares; 2025Q4: 57,464 shares 57,464 $2.92M 0.27% -820 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: 73,446 shares; 2024Q4: 71,293 shares; 2025Q1: 70,627 shares; 2025Q2: 67,205 shares; 2025Q3: 66,315 shares; 2025Q4: 64,211 shares 64,211 $2.92M 0.27% -2,104 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: 7,449 shares; 2024Q4: 8,285 shares; 2025Q1: 9,566 shares; 2025Q2: 10,152 shares; 2025Q3: 13,212 shares; 2025Q4: 13,558 shares 13,558 $2.91M 0.27% +346 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: 28,808 shares; 2024Q4: 30,230 shares; 2025Q1: 35,279 shares; 2025Q2: 37,447 shares; 2025Q3: 41,229 shares; 2025Q4: 43,599 shares 43,599 $2.55M 0.23% +2,370 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,949 shares; 2024Q4: 66,472 shares; 2025Q1: 74,267 shares; 2025Q2: 57,329 shares; 2025Q3: 62,268 shares; 2025Q4: 48,173 shares 48,173 $2.54M 0.23% -14,095 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: 3,208 shares; 2024Q4: 4,264 shares; 2025Q1: 6,021 shares; 2025Q2: 6,596 shares; 2025Q3: 6,860 shares; 2025Q4: 7,169 shares 7,169 $2.51M 0.23% +309 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: 37,264 shares; 2024Q4: 38,040 shares; 2025Q1: 38,741 shares; 2025Q2: 38,719 shares; 2025Q3: 39,828 shares; 2025Q4: 39,918 shares 39,918 $2.49M 0.23% +90 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: 5,354 shares; 2024Q4: 5,698 shares; 2025Q1: 6,029 shares; 2025Q2: 6,327 shares; 2025Q3: 6,877 shares; 2025Q4: 7,739 shares 7,739 $2.43M 0.22% +862 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,141 shares; 2024Q4: 91,519 shares; 2025Q1: 87,031 shares; 2025Q2: 87,074 shares; 2025Q3: 87,508 shares; 2025Q4: 89,758 shares 89,758 $2.33M 0.21% +2,250 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: 4,221 shares; 2024Q4: 4,247 shares; 2025Q1: 4,173 shares; 2025Q2: 4,033 shares; 2025Q3: 4,070 shares; 2025Q4: 3,977 shares 3,977 $2.28M 0.21% -93 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: 30,117 shares; 2024Q4: 61,025 shares; 2025Q1: 66,685 shares; 2025Q2: 67,306 shares; 2025Q3: 74,311 shares; 2025Q4: 79,695 shares 79,695 $2.27M 0.21% +5,384 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: 49,989 shares; 2024Q4: 52,513 shares; 2025Q1: 54,205 shares; 2025Q2: 54,819 shares; 2025Q3: 63,466 shares; 2025Q4: 68,774 shares 68,774 $2.25M 0.21% +5,308 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: 55,971 shares; 2024Q4: 52,255 shares; 2025Q1: 57,366 shares; 2025Q2: 19,302 shares; 2025Q3: 19,302 shares; 2025Q4: 19,608 shares 19,608 $2.18M 0.2% +306 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: 18,016 shares; 2024Q4: 21,075 shares; 2025Q1: 29,280 shares; 2025Q2: 29,405 shares; 2025Q3: 29,324 shares; 2025Q4: 24,523 shares 24,523 $2.14M 0.2% -4,801 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,610 shares; 2024Q4: 29,995 shares; 2025Q1: 30,728 shares; 2025Q2: 33,656 shares; 2025Q3: 33,840 shares; 2025Q4: 41,475 shares 41,475 $2.13M 0.2% +7,635 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: 864 shares; 2024Q4: 1,400 shares; 2025Q1: 1,570 shares; 2025Q2: 1,824 shares; 2025Q3: 1,441 shares; 2025Q4: 1,902 shares 1,902 $2.04M 0.19% +461 Timeline CLOI 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: 27,445 shares; 2024Q4: 29,607 shares; 2025Q1: 32,455 shares; 2025Q2: 37,321 shares; 2025Q3: 36,756 shares; 2025Q4: 38,439 shares 38,439 $2.03M 0.19% +1,683 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: 32,141 shares; 2024Q4: 33,856 shares; 2025Q1: 35,120 shares; 2025Q2: 33,064 shares; 2025Q3: 33,285 shares; 2025Q4: 34,388 shares 34,388 $1.89M 0.17% +1,103 Timeline FBCG 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: 9,388 shares; 2025Q2: 26,321 shares; 2025Q3: 29,780 shares; 2025Q4: 30,622 shares 30,622 $1.68M 0.15% +842 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: 7,054 shares; 2024Q4: 6,960 shares; 2025Q1: 7,124 shares; 2025Q2: 7,232 shares; 2025Q3: 6,916 shares; 2025Q4: 7,252 shares 7,252 $1.68M 0.15% +336 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: 22,246 shares; 2024Q4: 23,017 shares; 2025Q1: 5,191 shares; 2025Q2: 5,247 shares; 2025Q3: 5,092 shares; 2025Q4: 5,321 shares 5,321 $1.58M 0.14% +229 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: 5,744 shares; 2024Q4: 5,971 shares; 2025Q1: 6,279 shares; 2025Q2: 9,107 shares; 2025Q3: 25,362 shares; 2025Q4: 30,765 shares 30,765 $1.55M 0.14% +5,403 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,204 shares; 2024Q4: 27,777 shares; 2025Q1: 27,708 shares; 2025Q2: 28,021 shares; 2025Q3: 27,969 shares; 2025Q4: 28,240 shares 28,240 $1.52M 0.14% +271 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: 5,769 shares; 2024Q4: 5,769 shares; 2025Q1: 7,547 shares; 2025Q2: 7,504 shares; 2025Q3: 7,504 shares; 2025Q4: 7,504 shares 7,504 $1.49M 0.14% 0 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: 10,442 shares; 2024Q4: 10,477 shares; 2025Q1: 12,161 shares; 2025Q2: 12,192 shares; 2025Q3: 12,506 shares; 2025Q4: 12,371 shares 12,371 $1.45M 0.13% -135 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,612 shares; 2024Q4: 61,827 shares; 2025Q1: 62,006 shares; 2025Q2: 60,108 shares; 2025Q3: 60,840 shares; 2025Q4: 59,750 shares 59,750 $1.43M 0.13% -1,090 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: 2,357 shares; 2025Q1: 2,657 shares; 2025Q2: 3,013 shares; 2025Q3: 3,039 shares; 2025Q4: 3,046 shares 3,046 $1.43M 0.13% +7 Timeline GNR 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: 23,703 shares; 2024Q4: 23,333 shares; 2025Q1: 23,609 shares; 2025Q2: 23,024 shares; 2025Q3: 22,803 shares; 2025Q4: 22,631 shares 22,631 $1.41M 0.13% -172 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,938 shares; 2024Q4: 21,184 shares; 2025Q1: 21,434 shares; 2025Q2: 25,111 shares; 2025Q3: 43,648 shares; 2025Q4: 58,102 shares 58,102 $1.41M 0.13% +14,454 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,750 shares; 2024Q4: 19,515 shares; 2025Q1: 20,741 shares; 2025Q2: 18,466 shares; 2025Q3: 17,897 shares; 2025Q4: 17,931 shares 17,931 $1.36M 0.12% +34 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: 13,155 shares; 2024Q4: 12,997 shares; 2025Q1: 14,579 shares; 2025Q2: 12,539 shares; 2025Q3: 11,787 shares; 2025Q4: 11,164 shares 11,164 $1.34M 0.12% -623 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: 81,322 shares; 2024Q4: 86,607 shares; 2025Q1: 95,293 shares; 2025Q2: 16,881 shares; 2025Q3: 16,768 shares; 2025Q4: 16,960 shares 16,960 $1.31M 0.12% +192 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,364 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,753 shares; 2025Q4: 5,943 shares 5,943 $1.28M 0.12% +190 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,677 shares; 2024Q4: 15,170 shares; 2025Q1: 15,017 shares; 2025Q2: 13,752 shares; 2025Q3: 13,480 shares; 2025Q4: 13,136 shares 13,136 $1.27M 0.12% -344 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: 12,137 shares; 2024Q4: 12,531 shares; 2025Q1: 12,802 shares; 2025Q2: 13,283 shares; 2025Q3: 3,441 shares; 2025Q4: 3,600 shares 3,600 $1.26M 0.12% +159 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,793 shares; 2024Q4: 37,064 shares; 2025Q1: 36,739 shares; 2025Q2: 27,542 shares; 2025Q3: 27,157 shares; 2025Q4: 26,738 shares 26,738 $1.25M 0.12% -419 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 10,609 shares; 2025Q1: 10,859 shares; 2025Q2: 10,966 shares; 2025Q3: 12,474 shares; 2025Q4: 12,452 shares 12,452 $1.24M 0.11% -22 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: 2,980 shares; 2024Q4: 2,875 shares; 2025Q1: 2,595 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 3,015 shares 3,015 $1.19M 0.11% +370 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,321 shares; 2025Q1: 4,460 shares; 2025Q2: 4,500 shares; 2025Q3: 4,554 shares; 2025Q4: 4,153 shares 4,153 $1.19M 0.11% -401 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: 10,869 shares; 2024Q4: 13,262 shares; 2025Q1: 13,086 shares; 2025Q2: 13,997 shares; 2025Q3: 14,519 shares; 2025Q4: 14,736 shares 14,736 $1.18M 0.11% +217 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: 9,081 shares; 2024Q4: 8,112 shares; 2025Q1: 7,439 shares; 2025Q2: 5,148 shares; 2025Q3: 11,413 shares; 2025Q4: 11,002 shares 11,002 $1.18M 0.11% -411 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,734 shares; 2024Q4: 23,148 shares; 2025Q1: 22,649 shares; 2025Q2: 22,474 shares; 2025Q3: 22,357 shares; 2025Q4: 22,257 shares 22,257 $1.16M 0.11% -100 Timeline HELO 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: 4,752 shares; 2024Q4: 5,436 shares; 2025Q1: 12,829 shares; 2025Q2: 12,805 shares; 2025Q3: 15,769 shares; 2025Q4: 17,056 shares 17,056 $1.13M 0.1% +1,287 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,957 shares; 2024Q4: 15,916 shares; 2025Q1: 16,524 shares; 2025Q2: 17,156 shares; 2025Q3: 16,684 shares; 2025Q4: 19,881 shares 19,881 $1.12M 0.1% +3,197 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: 1,355 shares; 2024Q4: 1,516 shares; 2025Q1: 1,536 shares; 2025Q2: 2,212 shares; 2025Q3: 2,203 shares; 2025Q4: 2,256 shares 2,256 $1.1M 0.1% +53 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: 8,479 shares; 2024Q4: 8,866 shares; 2025Q1: 7,241 shares; 2025Q2: 7,669 shares; 2025Q3: 7,206 shares; 2025Q4: 7,372 shares 7,372 $1.06M 0.1% +166 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: 12,732 shares; 2024Q4: 12,192 shares; 2025Q1: 11,832 shares; 2025Q2: 10,355 shares; 2025Q3: 10,245 shares; 2025Q4: 9,994 shares 9,994 $1.05M 0.1% -251 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,995 shares; 2025Q1: 9,838 shares; 2025Q2: 9,838 shares; 2025Q3: 9,838 shares; 2025Q4: 9,602 shares 9,602 $1.01M 0.09% -236 Timeline JMST 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: 34,898 shares; 2024Q4: 28,826 shares; 2025Q1: 15,861 shares; 2025Q2: 13,489 shares; 2025Q3: 14,169 shares; 2025Q4: 19,813 shares 19,813 $1.01M 0.09% +5,644 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: 19,591 shares; 2024Q4: 19,476 shares; 2025Q1: 19,768 shares; 2025Q2: 16,247 shares; 2025Q3: 15,597 shares; 2025Q4: 15,164 shares 15,164 $1M 0.09% -433 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,444 shares; 2024Q4: 48,775 shares; 2025Q1: 59,619 shares; 2025Q2: 54,729 shares; 2025Q3: 53,731 shares; 2025Q4: 33,900 shares 33,900 $993K 0.09% -19,831 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: 477 shares; 2024Q4: 510 shares; 2025Q1: 566 shares; 2025Q2: 675 shares; 2025Q3: 636 shares; 2025Q4: 1,144 shares 1,144 $987K 0.09% +508 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: 1,002 shares; 2024Q4: 1,086 shares; 2025Q1: 1,238 shares; 2025Q2: 1,327 shares; 2025Q3: 1,569 shares; 2025Q4: 1,657 shares 1,657 $946K 0.09% +88 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: 2,114 shares; 2024Q4: 2,022 shares; 2025Q1: 1,880 shares; 2025Q2: 1,960 shares; 2025Q3: 1,975 shares; 2025Q4: 1,952 shares 1,952 $944K 0.09% -23 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: 2,774 shares; 2024Q4: 2,710 shares; 2025Q1: 2,901 shares; 2025Q2: 3,136 shares; 2025Q3: 3,133 shares; 2025Q4: 3,078 shares 3,078 $941K 0.09% -55 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: 23,367 shares; 2024Q4: 22,210 shares; 2025Q1: 21,369 shares; 2025Q2: 20,851 shares; 2025Q3: 20,689 shares; 2025Q4: 20,662 shares 20,662 $918K 0.08% -27 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,009 shares; 2025Q4: 35,950 shares 35,950 $850K 0.08% +22,941 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: 5,850 shares; 2024Q4: 7,060 shares; 2025Q1: 7,164 shares; 2025Q2: 7,098 shares; 2025Q3: 7,128 shares; 2025Q4: 7,357 shares 7,357 $825K 0.08% +229 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: 1,254,568 shares; 2024Q4: 1,338,620 shares; 2025Q1: 31,348 shares; 2025Q2: 30,021 shares; 2025Q3: 19,926 shares; 2025Q4: 18,325 shares 18,325 $812K 0.07% -1,601 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: 2,924 shares; 2024Q4: 2,904 shares; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 4,301 shares; 2025Q4: 4,412 shares 4,412 $809K 0.07% +111 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,739 shares; 2024Q4: 147,589 shares; 2025Q1: 143,502 shares; 2025Q2: 137,305 shares; 2025Q3: 129,288 shares; 2025Q4: 127,630 shares 127,630 $804K 0.07% -1,658 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: 5,371 shares; 2024Q4: 5,636 shares; 2025Q1: 5,647 shares; 2025Q2: 6,203 shares; 2025Q3: 6,213 shares; 2025Q4: 6,213 shares 6,213 $802K 0.07% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,750 shares; 2025Q1: 3,906 shares; 2025Q2: 4,335 shares; 2025Q3: 4,340 shares; 2025Q4: 4,486 shares 4,486 $796K 0.07% +146 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: 3,801 shares; 2025Q1: 3,756 shares; 2025Q2: 3,600 shares; 2025Q3: 4,141 shares; 2025Q4: 4,475 shares 4,475 $795K 0.07% +334 Timeline IUSG 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: 5,658 shares; 2024Q4: 5,535 shares; 2025Q1: 5,749 shares; 2025Q2: 5,684 shares; 2025Q3: 5,527 shares; 2025Q4: 4,723 shares 4,723 $793K 0.07% -804 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale 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: 12,106 shares 12,106 $793K 0.07% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,050 shares; 2024Q4: 12,236 shares; 2025Q1: 12,431 shares; 2025Q2: 16,503 shares; 2025Q3: 24,310 shares; 2025Q4: 24,720 shares 24,720 $793K 0.07% +410 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: 1,478 shares; 2024Q4: 1,500 shares; 2025Q1: 2,941 shares; 2025Q2: 3,235 shares; 2025Q3: 3,276 shares; 2025Q4: 4,061 shares 4,061 $792K 0.07% +785 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: 995 shares; 2024Q4: 1,053 shares; 2025Q1: 1,069 shares; 2025Q2: 1,276 shares; 2025Q3: 1,368 shares; 2025Q4: 1,375 shares 1,375 $784K 0.07% +7 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: 2,441 shares; 2024Q4: 2,778 shares; 2025Q1: 2,869 shares; 2025Q2: 3,217 shares; 2025Q3: 3,195 shares; 2025Q4: 3,398 shares 3,398 $776K 0.07% +203 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: 41,266 shares; 2024Q4: 45,126 shares; 2025Q1: 7,955 shares; 2025Q2: 8,293 shares; 2025Q3: 8,281 shares; 2025Q4: 5,566 shares 5,566 $758K 0.07% -2,715 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,878 shares; 2025Q1: 12,431 shares; 2025Q2: 12,331 shares; 2025Q3: 12,160 shares; 2025Q4: 11,085 shares 11,085 $745K 0.07% -1,075 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,635 shares; 2025Q1: 1,618 shares; 2025Q2: 2,065 shares; 2025Q3: 2,070 shares; 2025Q4: 2,196 shares 2,196 $739K 0.07% +126 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 3,123 shares; 2025Q1: 3,401 shares; 2025Q2: 4,272 shares; 2025Q3: 4,316 shares; 2025Q4: 3,992 shares 3,992 $735K 0.07% -324 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: 559 shares; 2024Q4: 607 shares; 2025Q1: 596 shares; 2025Q2: 1,255 shares; 2025Q3: 1,088 shares; 2025Q4: 1,254 shares 1,254 $710K 0.07% +166 Timeline BSCR 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: 16,105 shares; 2024Q4: 22,422 shares; 2025Q1: 29,140 shares; 2025Q2: 31,429 shares; 2025Q3: 33,554 shares; 2025Q4: 35,367 shares 35,367 $698K 0.06% +1,813 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 8,653 shares; 2025Q1: 8,175 shares; 2025Q2: 7,846 shares; 2025Q3: 7,806 shares; 2025Q4: 7,803 shares 7,803 $698K 0.06% -3 Timeline BSCS 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: 15,494 shares; 2024Q4: 21,577 shares; 2025Q1: 28,048 shares; 2025Q2: 30,218 shares; 2025Q3: 32,253 shares; 2025Q4: 33,868 shares 33,868 $698K 0.06% +1,615 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: 2,995 shares; 2024Q4: 3,735 shares; 2025Q1: 3,894 shares; 2025Q2: 4,997 shares; 2025Q3: 4,602 shares; 2025Q4: 4,267 shares 4,267 $684K 0.06% -335 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: 9,754 shares; 2024Q4: 9,818 shares; 2025Q1: 10,165 shares; 2025Q2: 9,810 shares; 2025Q3: 9,810 shares; 2025Q4: 9,810 shares 9,810 $681K 0.06% 0 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: 575 shares; 2024Q4: 599 shares; 2025Q1: 615 shares; 2025Q2: 706 shares; 2025Q3: 722 shares; 2025Q4: 768 shares 768 $675K 0.06% +46 Timeline BSCU 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: 17,145 shares; 2024Q4: 24,593 shares; 2025Q1: 32,539 shares; 2025Q2: 35,087 shares; 2025Q3: 37,503 shares; 2025Q4: 39,498 shares 39,498 $668K 0.06% +1,995 Timeline BSCT 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: 15,370 shares; 2024Q4: 22,041 shares; 2025Q1: 29,148 shares; 2025Q2: 31,456 shares; 2025Q3: 33,611 shares; 2025Q4: 35,422 shares 35,422 $667K 0.06% +1,811 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: 1,210 shares; 2024Q4: 1,588 shares; 2025Q1: 1,598 shares; 2025Q2: 1,823 shares; 2025Q3: 1,813 shares; 2025Q4: 1,898 shares 1,898 $667K 0.06% +85 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: 7,264 shares; 2024Q4: 8,056 shares; 2025Q1: 8,434 shares; 2025Q2: 8,029 shares; 2025Q3: 8,346 shares; 2025Q4: 7,092 shares 7,092 $661K 0.06% -1,254 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,036 shares; 2025Q3: 18,036 shares; 2025Q4: 18,118 shares 18,118 $656K 0.06% +82 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: 5,791 shares; 2024Q4: 5,114 shares; 2025Q1: 6,445 shares; 2025Q2: 8,297 shares; 2025Q3: 6,724 shares; 2025Q4: 9,321 shares 9,321 $652K 0.06% +2,597 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: 3,198 shares; 2024Q4: 3,125 shares; 2025Q1: 3,122 shares; 2025Q2: 3,335 shares; 2025Q3: 3,323 shares; 2025Q4: 3,411 shares 3,411 $651K 0.06% +88 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 674 shares; 2025Q1: 720 shares; 2025Q2: 838 shares; 2025Q3: 829 shares; 2025Q4: 4,250 shares 4,250 $651K 0.06% +3,421 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: 4,701 shares; 2024Q4: 5,033 shares; 2025Q1: 4,991 shares; 2025Q2: 5,342 shares; 2025Q3: 5,157 shares; 2025Q4: 5,196 shares 5,196 $651K 0.06% +39 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: 10,974 shares; 2024Q4: 10,995 shares; 2025Q1: 12,105 shares; 2025Q2: 12,105 shares; 2025Q3: 12,105 shares; 2025Q4: 11,651 shares 11,651 $638K 0.06% -454 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,485 shares; 2025Q1: 2,059 shares; 2025Q2: 2,511 shares; 2025Q3: 2,574 shares; 2025Q4: 2,772 shares 2,772 $635K 0.06% +198 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: 1,725 shares; 2024Q4: 1,903 shares; 2025Q1: 1,856 shares; 2025Q2: 2,441 shares; 2025Q3: 2,350 shares; 2025Q4: 2,625 shares 2,625 $633K 0.06% +275 Timeline BSCV 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: 15,055 shares; 2024Q4: 22,616 shares; 2025Q1: 30,696 shares; 2025Q2: 33,298 shares; 2025Q3: 35,709 shares; 2025Q4: 37,659 shares 37,659 $629K 0.06% +1,950 Timeline BSCW 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: 11,965 shares; 2024Q4: 17,979 shares; 2025Q1: 24,476 shares; 2025Q2: 26,605 shares; 2025Q3: 28,522 shares; 2025Q4: 30,040 shares 30,040 $627K 0.06% +1,518 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: 3,436 shares; 2024Q4: 3,741 shares; 2025Q1: 3,713 shares; 2025Q2: 3,651 shares; 2025Q3: 3,820 shares; 2025Q4: 3,912 shares 3,912 $626K 0.06% +92 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,811 shares; 2024Q4: 17,923 shares; 2025Q1: 19,583 shares; 2025Q2: 25,405 shares; 2025Q3: 25,504 shares; 2025Q4: 26,494 shares 26,494 $625K 0.06% +990 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: 1,214 shares; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 1,048 shares; 2025Q3: not reported; 2025Q4: 3,532 shares 3,532 $613K 0.06% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 8,740 shares; 2025Q3: 5,725 shares; 2025Q4: 6,119 shares 6,119 $611K 0.06% +394 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: 192 shares; 2025Q2: 252 shares; 2025Q3: 283 shares; 2025Q4: 281 shares 281 $604K 0.06% -2 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,463 shares; 2025Q1: 1,552 shares; 2025Q2: 1,710 shares; 2025Q3: 1,781 shares; 2025Q4: 1,933 shares 1,933 $595K 0.05% +152 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: 1,157 shares; 2024Q4: 1,134 shares; 2025Q1: 1,161 shares; 2025Q2: 1,113 shares; 2025Q3: 1,109 shares; 2025Q4: 1,147 shares 1,147 $585K 0.05% +38 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: 4,240 shares; 2024Q4: 4,240 shares; 2025Q1: 4,089 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 3,747 shares 3,747 $580K 0.05% -1 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: 2,478 shares; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 1,867 shares; 2025Q3: 2,481 shares; 2025Q4: 2,705 shares 2,705 $579K 0.05% +224 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: 2,289 shares; 2024Q4: 2,250 shares; 2025Q1: 2,189 shares; 2025Q2: 2,057 shares; 2025Q3: 2,132 shares; 2025Q4: 2,221 shares 2,221 $573K 0.05% +89 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: 367 shares; 2024Q4: 395 shares; 2025Q1: 472 shares; 2025Q2: 573 shares; 2025Q3: 590 shares; 2025Q4: 5,949 shares 5,949 $558K 0.05% +5,359 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: 1,672 shares; 2024Q4: 1,709 shares; 2025Q1: 1,693 shares; 2025Q2: 1,715 shares; 2025Q3: 1,649 shares; 2025Q4: 1,721 shares 1,721 $558K 0.05% +72 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 10,560 shares; 2025Q1: 10,560 shares; 2025Q2: 10,560 shares; 2025Q3: 10,560 shares; 2025Q4: 10,560 shares 10,560 $556K 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,462 shares; 2025Q1: 3,403 shares; 2025Q2: 4,387 shares; 2025Q3: 4,457 shares; 2025Q4: 4,690 shares 4,690 $547K 0.05% +233 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: 1,205 shares; 2024Q4: 1,189 shares; 2025Q1: 1,520 shares; 2025Q2: 1,664 shares; 2025Q3: 762 shares; 2025Q4: 789 shares 789 $538K 0.05% +27 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,760 shares; 2025Q1: 7,143 shares; 2025Q2: 7,291 shares; 2025Q3: 8,652 shares; 2025Q4: 9,141 shares 9,141 $531K 0.05% +489 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,169 shares 5,169 $530K 0.05% new 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: 20,643 shares; 2024Q4: 21,896 shares; 2025Q1: 22,527 shares; 2025Q2: 28,765 shares; 2025Q3: 24,345 shares; 2025Q4: 20,743 shares 20,743 $515K 0.05% -3,602 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,667 shares 2,667 $511K 0.05% new 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: 1,335 shares; 2024Q4: 1,570 shares; 2025Q1: 1,603 shares; 2025Q2: 1,878 shares; 2025Q3: 1,848 shares; 2025Q4: 1,895 shares 1,895 $490K 0.05% +47 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 8,167 shares; 2025Q1: 7,930 shares; 2025Q2: 8,440 shares; 2025Q3: 8,409 shares; 2025Q4: 8,436 shares 8,436 $486K 0.04% +27 Timeline SHYD 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: 18,308 shares; 2024Q4: 25,201 shares; 2025Q1: 25,201 shares; 2025Q2: 20,757 shares; 2025Q3: 20,757 shares; 2025Q4: 20,757 shares 20,757 $476K 0.04% 0 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: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,896 shares 1,896 $475K 0.04% -42 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 6,868 shares; 2025Q1: 6,868 shares; 2025Q2: 6,868 shares; 2025Q3: 6,868 shares; 2025Q4: 6,868 shares 6,868 $472K 0.04% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 14,143 shares; 2025Q1: 13,976 shares; 2025Q2: 14,058 shares; 2025Q3: 13,383 shares; 2025Q4: 13,538 shares 13,538 $470K 0.04% +155 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,735 shares; 2025Q1: 6,493 shares; 2025Q2: 5,193 shares; 2025Q3: 5,170 shares; 2025Q4: 5,441 shares 5,441 $458K 0.04% +271 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,130 shares 1,130 $455K 0.04% +24 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: 1,366 shares; 2024Q4: 1,565 shares; 2025Q1: 1,624 shares; 2025Q2: 1,475 shares; 2025Q3: 1,326 shares; 2025Q4: 1,380 shares 1,380 $452K 0.04% +54 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: 580 shares; 2025Q4: 660 shares 660 $445K 0.04% +80 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,958 shares; 2025Q3: 6,787 shares; 2025Q4: 13,416 shares 13,416 $443K 0.04% +6,629 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,920 shares; 2025Q3: 3,012 shares; 2025Q4: 3,256 shares 3,256 $440K 0.04% +244 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: 1,358 shares; 2024Q4: 1,288 shares; 2025Q1: 770 shares; 2025Q2: 781 shares; 2025Q3: 807 shares; 2025Q4: 684 shares 684 $429K 0.04% -123 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,443 shares; 2025Q2: 5,420 shares; 2025Q3: 5,517 shares; 2025Q4: 5,358 shares 5,358 $425K 0.04% -159 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,305 shares; 2025Q4: 2,458 shares 2,458 $421K 0.04% +153 Timeline IOCT 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: 11,883 shares; 2024Q4: 11,883 shares; 2025Q1: 11,883 shares; 2025Q2: 11,883 shares; 2025Q3: 11,883 shares; 2025Q4: 11,883 shares 11,883 $414K 0.04% 0 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: 3,361 shares; 2024Q4: 3,361 shares; 2025Q1: 3,315 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,327 shares 3,327 $410K 0.04% +41 Timeline ACWI 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: 2,560 shares; 2025Q2: 2,873 shares; 2025Q3: 3,151 shares; 2025Q4: 2,882 shares 2,882 $408K 0.04% -269 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,369 shares; 2025Q1: 1,558 shares; 2025Q2: 1,522 shares; 2025Q3: 1,278 shares; 2025Q4: 1,514 shares 1,514 $389K 0.04% +236 Timeline BSCX 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: 12,002 shares; 2025Q3: 14,652 shares; 2025Q4: 17,467 shares 17,467 $375K 0.03% +2,815 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,936 shares; 2025Q1: 2,968 shares; 2025Q2: 2,939 shares; 2025Q3: 2,937 shares; 2025Q4: 2,945 shares 2,945 $371K 0.03% +8 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 5,752 shares; 2025Q1: 5,680 shares; 2025Q2: 5,708 shares; 2025Q3: 5,700 shares; 2025Q4: 5,693 shares 5,693 $366K 0.03% -7 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: 1,367 shares; 2024Q4: not reported; 2025Q1: 1,580 shares; 2025Q2: 1,805 shares; 2025Q3: 1,981 shares; 2025Q4: 2,140 shares 2,140 $366K 0.03% +159 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: 690 shares; 2025Q3: 707 shares; 2025Q4: 544 shares 544 $356K 0.03% -163 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,480 shares; 2025Q4: 1,612 shares 1,612 $350K 0.03% +132 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 603 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604 $334K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: 811 shares; 2025Q3: 834 shares; 2025Q4: 901 shares 901 $333K 0.03% +67 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: 1,340 shares; 2024Q4: 1,472 shares; 2025Q1: 1,511 shares; 2025Q2: 1,521 shares; 2025Q3: 1,518 shares; 2025Q4: 1,686 shares 1,686 $329K 0.03% +168 Timeline BSCY 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: 10,076 shares; 2025Q3: 12,683 shares; 2025Q4: 15,102 shares 15,102 $317K 0.03% +2,419 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,954 shares; 2025Q2: 8,926 shares; 2025Q3: 8,927 shares; 2025Q4: 9,159 shares 9,159 $316K 0.03% +232 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: 8,048 shares; 2025Q3: 7,013 shares; 2025Q4: 5,615 shares 5,615 $312K 0.03% -1,398 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,649 shares; 2025Q2: 3,652 shares; 2025Q3: 3,851 shares; 2025Q4: 3,829 shares 3,829 $311K 0.03% -22 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,903 shares 2,903 $310K 0.03% new Timeline CIBR 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: 3,127 shares; 2025Q3: 3,308 shares; 2025Q4: 4,330 shares 4,330 $309K 0.03% +1,022 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,180 shares; 2025Q4: 1,230 shares 1,230 $298K 0.03% +50 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: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 3,966 shares; 2025Q2: 3,966 shares; 2025Q3: 3,966 shares; 2025Q4: 3,966 shares 3,966 $297K 0.03% 0 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: 2,458 shares; 2024Q4: 2,285 shares; 2025Q1: 2,601 shares; 2025Q2: 2,308 shares; 2025Q3: 2,357 shares; 2025Q4: 2,538 shares 2,538 $289K 0.03% +181 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,405 shares 4,405 $284K 0.03% new Timeline BSCQ 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: 16,180 shares; 2024Q4: 22,519 shares; 2025Q1: 21,038 shares; 2025Q2: 18,294 shares; 2025Q3: 17,707 shares; 2025Q4: 14,380 shares 14,380 $281K 0.03% -3,327 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 2,169 shares; 2025Q4: 2,288 shares 2,288 $281K 0.03% +119 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,866 shares; 2025Q3: 1,910 shares; 2025Q4: 1,871 shares 1,871 $278K 0.03% -39 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: 324 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 323 shares; 2025Q4: 329 shares 329 $266K 0.02% +6 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: 1,052 shares; 2025Q2: 1,309 shares; 2025Q3: 1,318 shares; 2025Q4: 1,637 shares 1,637 $261K 0.02% +319 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,706 shares; 2024Q4: 16,913 shares; 2025Q1: 14,437 shares; 2025Q2: 13,492 shares; 2025Q3: 13,599 shares; 2025Q4: 12,256 shares 12,256 $256K 0.02% -1,343 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: 3,123 shares 3,123 $254K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 547 shares; 2025Q2: 511 shares; 2025Q3: 470 shares; 2025Q4: 497 shares 497 $254K 0.02% +27 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,158 shares; 2025Q3: 1,119 shares; 2025Q4: 1,072 shares 1,072 $243K 0.02% -47 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,038 shares 5,038 $243K 0.02% 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: 624 shares; 2024Q4: 633 shares; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 755 shares; 2025Q4: 757 shares 757 $241K 0.02% +2 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: 2,870 shares; 2024Q4: not reported; 2025Q1: 2,465 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,844 shares 2,844 $238K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 2,709 shares; 2025Q1: 2,719 shares; 2025Q2: 2,149 shares; 2025Q3: 2,148 shares; 2025Q4: 2,089 shares 2,089 $236K 0.02% -59 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 299 shares; 2025Q2: 322 shares; 2025Q3: 273 shares; 2025Q4: 283 shares 283 $232K 0.02% +10 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,626 shares 4,626 $229K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,186 shares; 2025Q4: 1,220 shares 1,220 $226K 0.02% +34 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares 1,442 $222K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares 252 $221K 0.02% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,154 shares; 2025Q3: 3,154 shares; 2025Q4: 2,938 shares 2,938 $220K 0.02% -216 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,564 shares 2,564 $219K 0.02% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,769 shares; 2025Q3: 3,768 shares; 2025Q4: 3,766 shares 3,766 $215K 0.02% -2 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,082 shares; 2025Q1: 996 shares; 2025Q2: 1,034 shares; 2025Q3: 1,028 shares; 2025Q4: 1,030 shares 1,030 $214K 0.02% +2 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: 216 shares; 2025Q4: 200 shares 200 $214K 0.02% -16 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 4,659 shares; 2025Q4: 4,659 shares 4,659 $210K 0.02% 0 Timeline EMLP 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: 5,516 shares; 2025Q2: 5,516 shares; 2025Q3: 5,516 shares; 2025Q4: 5,516 shares 5,516 $209K 0.02% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,242 shares 2,242 $209K 0.02% new 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: 13,872 shares 13,872 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares 2,757 $208K 0.02% 0 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,303 shares; 2025Q4: 7,303 shares 7,303 $208K 0.02% 0 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: 1,022 shares; 2024Q4: 1,120 shares; 2025Q1: 1,521 shares; 2025Q2: 1,181 shares; 2025Q3: 878 shares; 2025Q4: 782 shares 782 $207K 0.02% -96 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 746 shares 746 $205K 0.02% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares 2,395 $204K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares 699 $203K 0.02% new 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: 4,688 shares; 2024Q4: 8,373 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,056 shares 8,056 $202K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,139 shares; 2025Q3: 17,047 shares; 2025Q4: 10,978 shares 10,978 $190K 0.02% -6,069 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,861 shares; 2025Q2: 10,797 shares; 2025Q3: 11,044 shares; 2025Q4: 11,174 shares 11,174 $147K 0.01% +130 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,899 shares 11,899 $120K 0.01% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH 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: not reported; 2025Q4: 10,473 shares 10,473 $94.6K 0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 11,792 shares; 2025Q1: 15,429 shares; 2025Q2: 16,137 shares; 2025Q3: 16,137 shares; 2025Q4: 17,028 shares 17,028 $90.2K 0.01% +891 Timeline JUNS JUPITER NEUROSCIENCES INC More: the full row for JUPITER NEUROSCIENCES 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: 30,000 shares 30,000 $30.6K <0.01% new Timeline