FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,808 shares; 2024Q4: 314,716 shares; 2025Q1: 322,095 shares; 2025Q2: 327,863 shares; 2025Q3: 322,440 shares; 2025Q4: 303,036 shares 303,036 $28M 6.32% -19,404 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,603 shares; 2024Q4: 45,980 shares; 2025Q1: 47,254 shares; 2025Q2: 48,711 shares; 2025Q3: 48,266 shares; 2025Q4: 45,497 shares 45,497 $27.9M 6.3% -2,769 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,969 shares; 2024Q4: 184,186 shares; 2025Q1: 202,524 shares; 2025Q2: 215,602 shares; 2025Q3: 221,058 shares; 2025Q4: 239,916 shares 239,916 $19.2M 4.34% +18,858 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: 66,940 shares; 2024Q4: 72,108 shares; 2025Q1: 75,497 shares; 2025Q2: 76,902 shares; 2025Q3: 76,938 shares; 2025Q4: 76,552 shares 76,552 $14.7M 3.31% -386 Timeline GDEC 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: 3,412 shares; 2024Q4: 4,062 shares; 2025Q1: 6,208 shares; 2025Q2: 6,208 shares; 2025Q3: 4,328 shares; 2025Q4: 338,951 shares 338,951 $12.8M 2.89% +334,623 Timeline ZAUG 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: 407,301 shares; 2024Q4: 391,702 shares; 2025Q1: 376,581 shares; 2025Q2: 370,206 shares; 2025Q3: 391,502 shares; 2025Q4: 313,842 shares 313,842 $8.38M 1.89% -77,660 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: 2,728 shares; 2024Q4: 2,827 shares; 2025Q1: 2,793 shares; 2025Q2: 2,785 shares; 2025Q3: 7,582 shares; 2025Q4: 7,732 shares 7,732 $8.31M 1.87% +150 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: 31,460 shares; 2024Q4: 30,867 shares; 2025Q1: 29,917 shares; 2025Q2: 29,474 shares; 2025Q3: 29,579 shares; 2025Q4: 29,994 shares 29,994 $8.15M 1.84% +415 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,189 shares; 2025Q4: 228,736 shares 228,736 $7.66M 1.73% +86,547 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: 12,857 shares; 2024Q4: 12,886 shares; 2025Q1: 13,704 shares; 2025Q2: 13,671 shares; 2025Q3: 13,328 shares; 2025Q4: 13,542 shares 13,542 $6.55M 1.48% +214 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,519 shares; 2024Q4: 49,512 shares; 2025Q1: 49,437 shares; 2025Q2: 49,437 shares; 2025Q3: 49,417 shares; 2025Q4: 49,368 shares 49,368 $6.3M 1.42% -49 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: 16,865 shares; 2024Q4: 15,115 shares; 2025Q1: 17,717 shares; 2025Q2: 17,784 shares; 2025Q3: 17,236 shares; 2025Q4: 15,813 shares 15,813 $5.47M 1.23% -1,423 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,098 shares; 2024Q4: 128,502 shares; 2025Q1: 137,452 shares; 2025Q2: 143,475 shares; 2025Q3: 144,516 shares; 2025Q4: 91,592 shares 91,592 $5.34M 1.2% -52,924 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: 18,751 shares; 2024Q4: 18,776 shares; 2025Q1: 17,702 shares; 2025Q2: 15,713 shares; 2025Q3: 15,796 shares; 2025Q4: 16,252 shares 16,252 $5.09M 1.15% +456 Timeline IBTG 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: 213,686 shares 213,686 $4.89M 1.1% new 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: 18,182 shares; 2024Q4: 18,183 shares; 2025Q1: 18,073 shares; 2025Q2: 18,118 shares; 2025Q3: 17,663 shares; 2025Q4: 14,845 shares 14,845 $4.78M 1.08% -2,818 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: 64,130 shares; 2024Q4: 81,565 shares; 2025Q1: 95,848 shares; 2025Q2: 104,480 shares; 2025Q3: 111,117 shares; 2025Q4: 82,971 shares 82,971 $4.75M 1.07% -28,146 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: 8,246 shares; 2024Q4: 8,145 shares; 2025Q1: 7,352 shares; 2025Q2: 7,158 shares; 2025Q3: 7,149 shares; 2025Q4: 7,048 shares 7,048 $4.65M 1.05% -101 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,893 shares 57,893 $4.65M 1.05% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,292 shares; 2024Q4: 65,741 shares; 2025Q1: 65,026 shares; 2025Q2: 66,099 shares; 2025Q3: 68,930 shares; 2025Q4: 65,290 shares 65,290 $4.28M 0.97% -3,640 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,018 shares; 2024Q4: 19,372 shares; 2025Q1: 19,173 shares; 2025Q2: 19,072 shares; 2025Q3: 19,068 shares; 2025Q4: 18,914 shares 18,914 $4.16M 0.94% -154 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: 26,678 shares; 2024Q4: 26,005 shares; 2025Q1: 22,886 shares; 2025Q2: 23,055 shares; 2025Q3: 22,739 shares; 2025Q4: 21,886 shares 21,886 $4.08M 0.92% -853 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,588 shares; 2024Q4: 42,122 shares; 2025Q1: 44,145 shares; 2025Q2: 41,757 shares; 2025Q3: 39,882 shares; 2025Q4: 34,766 shares 34,766 $3.49M 0.79% -5,116 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: 33,321 shares; 2024Q4: 46,680 shares; 2025Q1: 58,170 shares; 2025Q2: 64,046 shares; 2025Q3: 68,320 shares; 2025Q4: 55,734 shares 55,734 $3.48M 0.79% -12,586 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,140 shares 145,140 $3.43M 0.77% new 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: 16,227 shares; 2024Q4: 16,227 shares; 2025Q1: 17,288 shares; 2025Q2: 17,008 shares; 2025Q3: 17,139 shares; 2025Q4: 16,488 shares 16,488 $3.41M 0.77% -651 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,241 shares; 2024Q4: 15,084 shares; 2025Q1: 15,390 shares; 2025Q2: 14,827 shares; 2025Q3: 14,379 shares; 2025Q4: 13,764 shares 13,764 $3.39M 0.76% -615 Timeline UAUG 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: 167,723 shares; 2024Q4: 158,345 shares; 2025Q1: 152,460 shares; 2025Q2: 148,851 shares; 2025Q3: 153,263 shares; 2025Q4: 83,079 shares 83,079 $3.32M 0.75% -70,184 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: 13,259 shares; 2024Q4: 13,245 shares; 2025Q1: 13,959 shares; 2025Q2: 13,716 shares; 2025Q3: 13,359 shares; 2025Q4: 13,287 shares 13,287 $3.07M 0.69% -72 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: 6,406 shares; 2024Q4: 6,414 shares; 2025Q1: 6,738 shares; 2025Q2: 6,244 shares; 2025Q3: 6,237 shares; 2025Q4: 6,264 shares 6,264 $3.03M 0.68% +27 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,397 shares 151,397 $2.9M 0.65% new Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,423 shares; 2024Q4: 67,415 shares; 2025Q1: 67,078 shares; 2025Q2: 67,171 shares; 2025Q3: 68,824 shares; 2025Q4: 68,337 shares 68,337 $2.88M 0.65% -487 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: 23,160 shares; 2024Q4: 23,162 shares; 2025Q1: 26,400 shares; 2025Q2: 24,021 shares; 2025Q3: 23,706 shares; 2025Q4: 26,831 shares 26,831 $2.82M 0.64% +3,125 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,753 shares 126,753 $2.74M 0.62% new 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: 36,928 shares; 2024Q4: 36,936 shares; 2025Q1: 32,071 shares; 2025Q2: 31,973 shares; 2025Q3: 31,981 shares; 2025Q4: 31,677 shares 31,677 $2.54M 0.57% -304 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: 17,276 shares; 2024Q4: 17,278 shares; 2025Q1: 17,236 shares; 2025Q2: 17,242 shares; 2025Q3: 17,171 shares; 2025Q4: 16,948 shares 16,948 $2.52M 0.57% -223 Timeline ARWG ARCHER INVT SER TR More: the full row for ARCHER INVT SER 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: 100,706 shares 100,706 $2.47M 0.56% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,932 shares; 2024Q4: 22,933 shares; 2025Q1: 23,686 shares; 2025Q2: 23,644 shares; 2025Q3: 23,695 shares; 2025Q4: 20,451 shares 20,451 $2.46M 0.56% -3,244 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,222 shares; 2024Q4: 252,521 shares; 2025Q1: 248,986 shares; 2025Q2: 235,626 shares; 2025Q3: 210,395 shares; 2025Q4: 133,179 shares 133,179 $2.43M 0.55% -77,216 Timeline FSIG 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: 112,263 shares; 2024Q4: 117,720 shares; 2025Q1: 117,069 shares; 2025Q2: 119,210 shares; 2025Q3: 122,447 shares; 2025Q4: 124,069 shares 124,069 $2.38M 0.54% +1,622 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: 3,721 shares; 2024Q4: 3,611 shares; 2025Q1: 3,673 shares; 2025Q2: 4,106 shares; 2025Q3: 4,123 shares; 2025Q4: 4,106 shares 4,106 $2.34M 0.53% -17 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,970 shares; 2024Q4: 29,012 shares; 2025Q1: 27,366 shares; 2025Q2: 27,938 shares; 2025Q3: 20,506 shares; 2025Q4: 20,757 shares 20,757 $2.31M 0.52% +251 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: 20,601 shares; 2024Q4: 20,052 shares; 2025Q1: 21,648 shares; 2025Q2: 21,167 shares; 2025Q3: 21,498 shares; 2025Q4: 22,116 shares 22,116 $2.3M 0.52% +618 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 5,581 shares; 2025Q1: 5,135 shares; 2025Q2: 5,120 shares; 2025Q3: 5,120 shares; 2025Q4: 4,855 shares 4,855 $2.3M 0.52% -265 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 4,530 shares; 2025Q3: 4,500 shares; 2025Q4: 5,100 shares 5,100 $2.15M 0.49% +600 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,946 shares; 2025Q1: 3,193 shares; 2025Q2: 3,266 shares; 2025Q3: 3,092 shares; 2025Q4: 2,977 shares 2,977 $2.04M 0.46% -115 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: 4,611 shares; 2024Q4: 4,690 shares; 2025Q1: 5,670 shares; 2025Q2: 5,671 shares; 2025Q3: 4,392 shares; 2025Q4: 4,021 shares 4,021 $2.02M 0.46% -371 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: 5,375 shares; 2024Q4: 5,682 shares; 2025Q1: 5,683 shares; 2025Q2: 5,919 shares; 2025Q3: 6,029 shares; 2025Q4: 3,167 shares 3,167 $1.99M 0.45% -2,862 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: 35,091 shares; 2024Q4: 25,951 shares; 2025Q1: 25,402 shares; 2025Q2: 24,770 shares; 2025Q3: 24,770 shares; 2025Q4: 24,422 shares 24,422 $1.94M 0.44% -348 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: 5,557 shares; 2024Q4: 5,565 shares; 2025Q1: 5,628 shares; 2025Q2: 5,615 shares; 2025Q3: 5,657 shares; 2025Q4: 5,622 shares 5,622 $1.93M 0.44% -35 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: 2,518 shares; 2024Q4: 2,777 shares; 2025Q1: 2,866 shares; 2025Q2: 2,949 shares; 2025Q3: 4,886 shares; 2025Q4: 5,784 shares 5,784 $1.91M 0.43% +898 Timeline GSEP 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: 29,661 shares; 2024Q4: 30,288 shares; 2025Q1: 46,865 shares; 2025Q2: 46,714 shares; 2025Q3: 36,774 shares; 2025Q4: 48,261 shares 48,261 $1.87M 0.42% +11,487 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: 62,519 shares; 2024Q4: 29,287 shares; 2025Q1: 28,343 shares; 2025Q2: 49,391 shares; 2025Q3: 67,672 shares; 2025Q4: 73,446 shares 73,446 $1.83M 0.41% +5,774 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $1.77M 0.4% 0 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: 14,187 shares; 2024Q4: 14,193 shares; 2025Q1: 17,429 shares; 2025Q2: 30,184 shares; 2025Q3: 30,290 shares; 2025Q4: 31,344 shares 31,344 $1.72M 0.39% +1,054 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: 15,784 shares; 2024Q4: 15,754 shares; 2025Q1: 15,479 shares; 2025Q2: 15,261 shares; 2025Q3: 15,304 shares; 2025Q4: 15,055 shares 15,055 $1.71M 0.39% -249 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,389 shares; 2024Q4: 20,061 shares; 2025Q1: 22,045 shares; 2025Q2: 24,628 shares; 2025Q3: 24,747 shares; 2025Q4: 23,054 shares 23,054 $1.7M 0.38% -1,693 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: 14,699 shares; 2024Q4: 14,699 shares; 2025Q1: 14,699 shares; 2025Q2: 14,699 shares; 2025Q3: 14,699 shares; 2025Q4: 14,699 shares 14,699 $1.69M 0.38% 0 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: 11,449 shares; 2024Q4: 11,450 shares; 2025Q1: 10,840 shares; 2025Q2: 10,858 shares; 2025Q3: 10,859 shares; 2025Q4: 11,007 shares 11,007 $1.68M 0.38% +148 Timeline JBND 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: 9,207 shares; 2025Q2: 21,693 shares; 2025Q3: 30,611 shares; 2025Q4: 29,630 shares 29,630 $1.6M 0.36% -981 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,400 shares; 2025Q2: 37,400 shares; 2025Q3: 37,400 shares; 2025Q4: 37,400 shares 37,400 $1.52M 0.34% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 8,053 shares; 2025Q1: 8,786 shares; 2025Q2: 8,782 shares; 2025Q3: 8,104 shares; 2025Q4: 6,632 shares 6,632 $1.52M 0.34% -1,472 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,974 shares; 2024Q4: 5,001 shares; 2025Q1: 3,756 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,234 shares 4,234 $1.48M 0.33% -221 Timeline ZJUL 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: 61,952 shares; 2024Q4: 59,093 shares; 2025Q1: 54,957 shares; 2025Q2: 59,544 shares; 2025Q3: 64,980 shares; 2025Q4: 49,529 shares 49,529 $1.44M 0.32% -15,451 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: 10,819 shares; 2024Q4: 10,819 shares; 2025Q1: 10,820 shares; 2025Q2: 9,489 shares; 2025Q3: 10,007 shares; 2025Q4: 9,994 shares 9,994 $1.43M 0.32% -13 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,191 shares 74,191 $1.42M 0.32% new 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: 8,268 shares; 2024Q4: 58,270 shares; 2025Q1: 122,623 shares; 2025Q2: 122,925 shares; 2025Q3: 122,635 shares; 2025Q4: 107,089 shares 107,089 $1.41M 0.32% -15,546 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: 2,048 shares; 2024Q4: 2,148 shares; 2025Q1: 2,112 shares; 2025Q2: 2,138 shares; 2025Q3: 2,091 shares; 2025Q4: 2,046 shares 2,046 $1.4M 0.31% -45 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,313 shares; 2024Q4: 24,671 shares; 2025Q1: 24,671 shares; 2025Q2: 24,672 shares; 2025Q3: 24,018 shares; 2025Q4: 24,318 shares 24,318 $1.31M 0.3% +300 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: 11,593 shares; 2024Q4: 16,512 shares; 2025Q1: 21,310 shares; 2025Q2: 23,644 shares; 2025Q3: 25,531 shares; 2025Q4: 23,392 shares 23,392 $1.26M 0.28% -2,139 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,981 shares; 2024Q4: 10,034 shares; 2025Q1: 10,014 shares; 2025Q2: 9,926 shares; 2025Q3: 9,880 shares; 2025Q4: 3,729 shares 3,729 $1.25M 0.28% -6,151 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: 8,757 shares; 2024Q4: 8,756 shares; 2025Q1: 8,741 shares; 2025Q2: 8,741 shares; 2025Q3: 8,646 shares; 2025Q4: 8,647 shares 8,647 $1.24M 0.28% +1 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: 56,563 shares; 2024Q4: 52,063 shares; 2025Q1: 51,863 shares; 2025Q2: 51,863 shares; 2025Q3: 48,863 shares; 2025Q4: 45,114 shares 45,114 $1.24M 0.28% -3,749 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 5,266 shares; 2025Q1: 5,270 shares; 2025Q2: 5,264 shares; 2025Q3: 5,247 shares; 2025Q4: 4,175 shares 4,175 $1.24M 0.28% -1,072 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,521 shares; 2024Q4: 20,713 shares; 2025Q1: 21,030 shares; 2025Q2: 21,109 shares; 2025Q3: 24,953 shares; 2025Q4: 24,706 shares 24,706 $1.23M 0.28% -247 Timeline GJUN 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: 327,156 shares; 2024Q4: 14,764 shares; 2025Q1: 14,764 shares; 2025Q2: 32,179 shares; 2025Q3: 30,959 shares; 2025Q4: 30,959 shares 30,959 $1.23M 0.28% 0 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,061 shares; 2025Q1: 56,367 shares; 2025Q2: 54,413 shares; 2025Q3: 52,046 shares; 2025Q4: 46,598 shares 46,598 $1.2M 0.27% -5,448 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,165 shares; 2025Q2: 113,894 shares; 2025Q3: 113,440 shares; 2025Q4: 43,173 shares 43,173 $1.19M 0.27% -70,267 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,688 shares; 2025Q1: 11,688 shares; 2025Q2: 11,688 shares; 2025Q3: 11,688 shares; 2025Q4: 11,688 shares 11,688 $1.15M 0.26% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 3,307 shares; 2025Q2: 4,117 shares; 2025Q3: 3,271 shares; 2025Q4: 4,255 shares 4,255 $1.14M 0.26% +984 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 9,385 shares; 2025Q1: 9,386 shares; 2025Q2: 9,388 shares; 2025Q3: 9,219 shares; 2025Q4: 9,221 shares 9,221 $1.12M 0.25% +2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,761 shares; 2025Q1: 7,764 shares; 2025Q2: 7,768 shares; 2025Q3: 7,771 shares; 2025Q4: 7,840 shares 7,840 $1.11M 0.25% +69 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: 2,916 shares; 2024Q4: 2,916 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 2,933 shares; 2025Q4: 2,790 shares 2,790 $1.11M 0.25% -143 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: 8,735 shares; 2024Q4: 8,735 shares; 2025Q1: 8,050 shares; 2025Q2: 13,550 shares; 2025Q3: 13,550 shares; 2025Q4: 14,850 shares 14,850 $1.09M 0.25% +1,300 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: 6,732 shares; 2024Q4: 4,632 shares; 2025Q1: 4,645 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,674 shares 4,674 $1.08M 0.24% +34 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,947 shares; 2025Q2: 55,793 shares; 2025Q3: 53,269 shares; 2025Q4: 42,586 shares 42,586 $1.08M 0.24% -10,683 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 3,864 shares; 2025Q1: 3,665 shares; 2025Q2: 3,665 shares; 2025Q3: 3,665 shares; 2025Q4: 3,662 shares 3,662 $1.06M 0.24% -3 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,432 shares; 2025Q3: 1,434 shares; 2025Q4: 3,619 shares 3,619 $1.04M 0.23% +2,185 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,427 shares; 2025Q3: 4,327 shares; 2025Q4: 4,127 shares 4,127 $1.04M 0.23% -200 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: 8,886 shares; 2024Q4: 8,883 shares; 2025Q1: 5,838 shares; 2025Q2: 5,583 shares; 2025Q3: 5,656 shares; 2025Q4: 7,087 shares 7,087 $1.02M 0.23% +1,431 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: 5,162 shares; 2024Q4: 5,162 shares; 2025Q1: 5,162 shares; 2025Q2: 5,162 shares; 2025Q3: 5,162 shares; 2025Q4: 5,062 shares 5,062 $988K 0.22% -100 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: 3,720 shares; 2024Q4: 4,674 shares; 2025Q1: 4,719 shares; 2025Q2: 4,739 shares; 2025Q3: 4,749 shares; 2025Q4: 4,545 shares 4,545 $987K 0.22% -204 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 9,493 shares; 2025Q1: 13,644 shares; 2025Q2: 13,646 shares; 2025Q3: 13,647 shares; 2025Q4: 13,931 shares 13,931 $974K 0.22% +284 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: 1,332 shares; 2024Q4: 1,290 shares; 2025Q1: 1,250 shares; 2025Q2: 1,150 shares; 2025Q3: 830 shares; 2025Q4: 1,129 shares 1,129 $973K 0.22% +299 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 225 shares; 2025Q2: 440 shares; 2025Q3: 467 shares; 2025Q4: 7,183 shares 7,183 $973K 0.22% +6,716 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: 2,397 shares; 2024Q4: 2,174 shares; 2025Q1: 1,980 shares; 2025Q2: 2,049 shares; 2025Q3: 2,016 shares; 2025Q4: 1,965 shares 1,965 $958K 0.22% -51 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,095 shares 5,095 $934K 0.21% new UMAR 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: 18,824 shares; 2024Q4: 18,666 shares; 2025Q1: 23,290 shares; 2025Q2: 23,823 shares; 2025Q3: 23,797 shares; 2025Q4: 23,360 shares 23,360 $933K 0.21% -437 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,700 shares; 2024Q4: 25,700 shares; 2025Q1: 25,700 shares; 2025Q2: 25,700 shares; 2025Q3: 25,700 shares; 2025Q4: 25,700 shares 25,700 $932K 0.21% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,065 shares; 2024Q4: 13,757 shares; 2025Q1: 13,826 shares; 2025Q2: 13,895 shares; 2025Q3: 11,852 shares; 2025Q4: 11,414 shares 11,414 $900K 0.2% -438 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,824 shares; 2024Q4: 16,708 shares; 2025Q1: 16,997 shares; 2025Q2: 15,415 shares; 2025Q3: 15,006 shares; 2025Q4: 12,091 shares 12,091 $896K 0.2% -2,915 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: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: 7,277 shares; 2025Q3: 7,277 shares; 2025Q4: 7,277 shares 7,277 $893K 0.2% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares 2,004 $891K 0.2% 0 Timeline UFEB 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 20,811 shares; 2025Q2: 24,489 shares; 2025Q3: 23,968 shares; 2025Q4: 23,968 shares 23,968 $882K 0.2% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,998 shares; 2024Q4: 31,998 shares; 2025Q1: 31,998 shares; 2025Q2: 31,998 shares; 2025Q3: 31,998 shares; 2025Q4: 31,998 shares 31,998 $867K 0.2% 0 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: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,174 shares; 2025Q2: 2,789 shares; 2025Q3: 2,682 shares; 2025Q4: 2,762 shares 2,762 $867K 0.2% +80 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: 22,010 shares; 2024Q4: 22,017 shares; 2025Q1: 22,021 shares; 2025Q2: 23,207 shares; 2025Q3: 20,813 shares; 2025Q4: 20,932 shares 20,932 $853K 0.19% +119 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: 6,678 shares; 2024Q4: 7,088 shares; 2025Q1: 6,898 shares; 2025Q2: 6,908 shares; 2025Q3: 6,918 shares; 2025Q4: 6,989 shares 6,989 $819K 0.18% +71 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: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares 1,011 $818K 0.18% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,978 shares; 2025Q1: 1,840 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 2,329 shares 2,329 $815K 0.18% +1,083 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 6,109 shares; 2025Q1: 6,109 shares; 2025Q2: 6,109 shares; 2025Q3: 6,109 shares; 2025Q4: 6,109 shares 6,109 $796K 0.18% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 5,866 shares; 2025Q1: 6,396 shares; 2025Q2: 7,396 shares; 2025Q3: 5,951 shares; 2025Q4: 5,951 shares 5,951 $790K 0.18% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,613 shares; 2024Q4: 13,613 shares; 2025Q1: 13,613 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $789K 0.18% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 1,445 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,809 shares 1,809 $771K 0.17% +577 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 1,915 shares; 2025Q1: 2,205 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 3,930 shares 3,930 $763K 0.17% -5 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares 7,850 $743K 0.17% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 3,105 shares; 2025Q1: 4,022 shares; 2025Q2: 4,532 shares; 2025Q3: 4,510 shares; 2025Q4: 3,501 shares 3,501 $732K 0.17% -1,009 Timeline IGLB 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: 498 shares; 2025Q3: 498 shares; 2025Q4: 14,163 shares 14,163 $715K 0.16% +13,665 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: 21,641 shares; 2024Q4: 21,641 shares; 2025Q1: 21,642 shares; 2025Q2: 21,642 shares; 2025Q3: 21,643 shares; 2025Q4: 21,698 shares 21,698 $696K 0.16% +55 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,078 shares; 2025Q3: 1,938 shares; 2025Q4: 1,954 shares 1,954 $687K 0.15% +16 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,306 shares; 2025Q2: 2,313 shares; 2025Q3: 1,305 shares; 2025Q4: 1,192 shares 1,192 $683K 0.15% -113 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 7,955 shares; 2025Q1: 6,990 shares; 2025Q2: 6,856 shares; 2025Q3: 6,454 shares; 2025Q4: 6,164 shares 6,164 $679K 0.15% -290 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: 20,759 shares; 2024Q4: 20,936 shares; 2025Q1: 21,573 shares; 2025Q2: 21,119 shares; 2025Q3: 21,608 shares; 2025Q4: 8,945 shares 8,945 $675K 0.15% -12,663 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: 8,007 shares; 2024Q4: 8,007 shares; 2025Q1: 8,007 shares; 2025Q2: 8,007 shares; 2025Q3: 8,007 shares; 2025Q4: 7,663 shares 7,663 $668K 0.15% -344 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,678 shares; 2024Q4: 15,278 shares; 2025Q1: 15,278 shares; 2025Q2: 15,278 shares; 2025Q3: 15,278 shares; 2025Q4: 15,165 shares 15,165 $661K 0.15% -113 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,409 shares; 2024Q4: 13,409 shares; 2025Q1: 13,410 shares; 2025Q2: 13,411 shares; 2025Q3: 13,411 shares; 2025Q4: 13,412 shares 13,412 $660K 0.15% +1 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,831 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $647K 0.15% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,066 shares; 2024Q4: 11,213 shares; 2025Q1: 9,954 shares; 2025Q2: 9,933 shares; 2025Q3: 10,003 shares; 2025Q4: 10,741 shares 10,741 $644K 0.15% +738 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: 3,489 shares; 2024Q4: 3,449 shares; 2025Q1: 3,638 shares; 2025Q2: 3,640 shares; 2025Q3: 2,843 shares; 2025Q4: 5,090 shares 5,090 $638K 0.14% +2,247 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares 3,970 $634K 0.14% 0 Timeline GAPR 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: 16,739 shares; 2024Q4: 16,554 shares; 2025Q1: 16,554 shares; 2025Q2: 16,126 shares; 2025Q3: 16,115 shares; 2025Q4: 15,843 shares 15,843 $634K 0.14% -272 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: 2,070 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,072 shares 2,072 $633K 0.14% +2 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: 15,965 shares; 2024Q4: 15,975 shares; 2025Q1: 15,591 shares; 2025Q2: 15,595 shares; 2025Q3: 17,698 shares; 2025Q4: 17,702 shares 17,702 $615K 0.14% +4 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 7,013 shares; 2025Q3: 6,752 shares; 2025Q4: 6,752 shares 6,752 $604K 0.14% 0 Timeline FSGS 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: 19,250 shares; 2024Q4: 19,789 shares; 2025Q1: 20,161 shares; 2025Q2: 20,137 shares; 2025Q3: 19,873 shares; 2025Q4: 19,730 shares 19,730 $600K 0.14% -143 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 377 shares; 2025Q1: 344 shares; 2025Q2: 345 shares; 2025Q3: 347 shares; 2025Q4: 6,131 shares 6,131 $599K 0.14% +5,784 Timeline MINT 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: 6,105 shares; 2024Q4: 6,020 shares; 2025Q1: 6,399 shares; 2025Q2: 6,233 shares; 2025Q3: 6,154 shares; 2025Q4: 5,935 shares 5,935 $596K 0.13% -219 Timeline UDEC 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: 3,956 shares; 2024Q4: 3,956 shares; 2025Q1: 3,934 shares; 2025Q2: 12,413 shares; 2025Q3: 12,373 shares; 2025Q4: 15,022 shares 15,022 $595K 0.13% +2,649 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,731 shares; 2024Q4: 18,340 shares; 2025Q1: 18,398 shares; 2025Q2: 23,439 shares; 2025Q3: 24,719 shares; 2025Q4: 24,408 shares 24,408 $592K 0.13% -311 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 4,100 shares 4,100 $590K 0.13% +2,106 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,243 shares; 2025Q1: 2,243 shares; 2025Q2: 2,243 shares; 2025Q3: 2,248 shares; 2025Q4: 2,292 shares 2,292 $580K 0.13% +44 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 2,813 shares 2,813 $576K 0.13% -13 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: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,658 shares 4,658 $573K 0.13% +58 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,321 shares; 2025Q1: 2,301 shares; 2025Q2: 2,319 shares; 2025Q3: 2,319 shares; 2025Q4: 3,210 shares 3,210 $569K 0.13% +891 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,316 shares; 2025Q1: 999 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 976 shares 976 $566K 0.13% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 12,237 shares; 2025Q1: 12,237 shares; 2025Q2: 12,237 shares; 2025Q3: 13,537 shares; 2025Q4: 13,537 shares 13,537 $565K 0.13% 0 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: 3,700 shares; 2024Q4: 4,275 shares; 2025Q1: 7,260 shares; 2025Q2: 6,870 shares; 2025Q3: 6,515 shares; 2025Q4: 11,055 shares 11,055 $556K 0.13% +4,540 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,440 shares; 2025Q1: 5,662 shares; 2025Q2: 5,703 shares; 2025Q3: 5,793 shares; 2025Q4: 5,785 shares 5,785 $556K 0.13% -8 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: 4,108 shares; 2024Q4: 4,142 shares; 2025Q1: 3,769 shares; 2025Q2: 3,693 shares; 2025Q3: 3,687 shares; 2025Q4: 2,899 shares 2,899 $554K 0.12% -788 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: 8,251 shares; 2025Q1: 8,252 shares; 2025Q2: 8,253 shares; 2025Q3: 5,523 shares; 2025Q4: 5,524 shares 5,524 $549K 0.12% +1 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: 9,902 shares; 2024Q4: 9,822 shares; 2025Q1: 9,725 shares; 2025Q2: 9,681 shares; 2025Q3: 9,588 shares; 2025Q4: 9,535 shares 9,535 $544K 0.12% -53 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,833 shares; 2024Q4: 15,428 shares; 2025Q1: 15,503 shares; 2025Q2: 14,782 shares; 2025Q3: 13,040 shares; 2025Q4: 11,169 shares 11,169 $540K 0.12% -1,871 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: 529 shares; 2024Q4: 531 shares; 2025Q1: 7,832 shares; 2025Q2: 4,914 shares; 2025Q3: 4,916 shares; 2025Q4: 4,608 shares 4,608 $538K 0.12% -308 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 2,336 shares; 2025Q2: 2,337 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares 2,526 $531K 0.12% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,378 shares; 2024Q4: 11,380 shares; 2025Q1: 7,107 shares; 2025Q2: 7,109 shares; 2025Q3: 7,296 shares; 2025Q4: 6,861 shares 6,861 $528K 0.12% -435 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,461 shares; 2025Q1: 4,624 shares; 2025Q2: 5,767 shares; 2025Q3: 5,528 shares; 2025Q4: 5,321 shares 5,321 $528K 0.12% -207 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: 8,348 shares; 2024Q4: 8,348 shares; 2025Q1: 7,068 shares; 2025Q2: 7,068 shares; 2025Q3: 8,168 shares; 2025Q4: 8,168 shares 8,168 $526K 0.12% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,271 shares; 2025Q1: 1,282 shares; 2025Q2: 1,311 shares; 2025Q3: 1,053 shares; 2025Q4: 1,167 shares 1,167 $525K 0.12% +114 Timeline BDEC 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: 10,000 shares; 2024Q4: 7,787 shares; 2025Q1: 7,787 shares; 2025Q2: 7,787 shares; 2025Q3: 7,787 shares; 2025Q4: 10,572 shares 10,572 $524K 0.12% +2,785 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,252 shares; 2024Q4: 10,086 shares; 2025Q1: 10,086 shares; 2025Q2: 10,086 shares; 2025Q3: 10,086 shares; 2025Q4: 10,086 shares 10,086 $522K 0.12% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 689 shares; 2025Q4: 684 shares 684 $516K 0.12% -5 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 10,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,278 shares 5,278 $507K 0.11% new PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 2,102 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares 2,202 $501K 0.11% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,068 shares; 2025Q1: 5,068 shares; 2025Q2: 5,068 shares; 2025Q3: 5,068 shares; 2025Q4: 5,059 shares 5,059 $500K 0.11% -9 Timeline VTWO 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: 5,317 shares; 2024Q4: 5,317 shares; 2025Q1: 5,317 shares; 2025Q2: 5,317 shares; 2025Q3: 5,017 shares; 2025Q4: 5,000 shares 5,000 $498K 0.11% -17 Timeline UJUL 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: 16,057 shares; 2024Q4: 13,842 shares; 2025Q1: 11,923 shares; 2025Q2: 14,599 shares; 2025Q3: 15,311 shares; 2025Q4: 12,809 shares 12,809 $496K 0.11% -2,502 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares 17,500 $492K 0.11% 0 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 9,035 shares; 2025Q1: 9,035 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 10,035 shares 10,035 $492K 0.11% +1,000 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: 1,812 shares; 2024Q4: 1,500 shares; 2025Q1: 3,887 shares; 2025Q2: 4,105 shares; 2025Q3: 4,369 shares; 2025Q4: 2,741 shares 2,741 $487K 0.11% -1,628 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $484K 0.11% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 10,903 shares; 2025Q1: 10,903 shares; 2025Q2: 10,493 shares; 2025Q3: 10,493 shares; 2025Q4: 10,444 shares 10,444 $481K 0.11% -49 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 8,616 shares; 2025Q1: 8,616 shares; 2025Q2: 8,617 shares; 2025Q3: 7,368 shares; 2025Q4: 7,369 shares 7,369 $480K 0.11% +1 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM 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: 41,069 shares 41,069 $475K 0.11% new Timeline LAM RESEARCH CORP 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: 109 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,723 shares 2,723 $466K 0.11% new 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: 1,396 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,629 shares; 2025Q3: 1,630 shares; 2025Q4: 1,778 shares 1,778 $459K 0.1% +148 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares 10,599 $458K 0.1% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,595 shares; 2024Q4: 7,598 shares; 2025Q1: 7,600 shares; 2025Q2: 7,665 shares; 2025Q3: 7,633 shares; 2025Q4: 7,134 shares 7,134 $446K 0.1% -499 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 10,666 shares; 2025Q1: 10,666 shares; 2025Q2: 10,666 shares; 2025Q3: 10,666 shares; 2025Q4: 10,666 shares 10,666 $446K 0.1% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares 2,735 $445K 0.1% 0 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: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 2,770 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 2,575 shares 2,575 $441K 0.1% +1,450 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,965 shares; 2025Q1: 18,960 shares; 2025Q2: 18,505 shares; 2025Q3: 18,305 shares; 2025Q4: 16,512 shares 16,512 $440K 0.1% -1,793 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: 570 shares; 2024Q4: 581 shares; 2025Q1: 645 shares; 2025Q2: 646 shares; 2025Q3: 638 shares; 2025Q4: 1,689 shares 1,689 $434K 0.1% +1,051 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares; 2025Q4: 3,218 shares 3,218 $432K 0.1% -94 Timeline USEP 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: 10,308 shares; 2024Q4: 9,755 shares; 2025Q1: 9,542 shares; 2025Q2: 9,374 shares; 2025Q3: 11,678 shares; 2025Q4: 10,944 shares 10,944 $430K 0.1% -734 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: 359 shares; 2024Q4: 3,575 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 750 shares; 2025Q4: 3,353 shares 3,353 $422K 0.1% +2,603 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $419K 0.09% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 961 shares; 2025Q3: 2,461 shares; 2025Q4: 1,529 shares 1,529 $418K 0.09% -932 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 3,241 shares; 2025Q1: 3,151 shares; 2025Q2: 3,172 shares; 2025Q3: 2,963 shares; 2025Q4: 2,984 shares 2,984 $415K 0.09% +21 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,590 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,000 shares 3,000 $409K 0.09% -350 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: 6,181 shares; 2024Q4: 6,310 shares; 2025Q1: 6,311 shares; 2025Q2: 6,301 shares; 2025Q3: 6,192 shares; 2025Q4: 6,143 shares 6,143 $405K 0.09% -49 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12,876 shares; 2025Q1: 20,516 shares; 2025Q2: 20,516 shares; 2025Q3: 24,516 shares; 2025Q4: 24,516 shares 24,516 $394K 0.09% 0 Timeline GOCT 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: 63 shares; 2024Q4: 2,167 shares; 2025Q1: 8,459 shares; 2025Q2: 8,443 shares; 2025Q3: 6,183 shares; 2025Q4: 9,532 shares 9,532 $374K 0.08% +3,349 Timeline KAPR 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: 10,492 shares; 2024Q4: 10,492 shares; 2025Q1: 10,492 shares; 2025Q2: 10,492 shares; 2025Q3: 10,492 shares; 2025Q4: 10,492 shares 10,492 $369K 0.08% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,639 shares; 2025Q1: 2,639 shares; 2025Q2: 2,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,600 shares 3,600 $363K 0.08% -39 Timeline GJUL 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: 6,657 shares; 2024Q4: 5,134 shares; 2025Q1: 2,184 shares; 2025Q2: 5,196 shares; 2025Q3: 326,434 shares; 2025Q4: 8,688 shares 8,688 $359K 0.08% -317,746 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 7,550 shares; 2025Q4: 6,410 shares 6,410 $358K 0.08% -1,140 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 721 shares; 2025Q2: 1,071 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares 1,117 $356K 0.08% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 1,995 shares; 2025Q2: 1,966 shares; 2025Q3: 3,148 shares; 2025Q4: 2,000 shares 2,000 $351K 0.08% -1,148 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares 2,720 $351K 0.08% 0 Timeline FDN 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: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares 1,242 $334K 0.08% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: 5,487 shares; 2025Q2: 5,487 shares; 2025Q3: 5,488 shares; 2025Q4: 4,212 shares 4,212 $333K 0.08% -1,276 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 974 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,294 shares 1,294 $333K 0.08% -500 Timeline BBUS 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: 2,418 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares 2,691 $332K 0.07% 0 Timeline PJAN 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $329K 0.07% 0 Timeline BLACKROCK INC 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: 63 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 307 shares 307 $328K 0.07% new CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares; 2025Q4: 3,652 shares 3,652 $325K 0.07% -78 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: 1,996 shares; 2024Q4: 1,996 shares; 2025Q1: 1,588 shares; 2025Q2: 1,589 shares; 2025Q3: 1,604 shares; 2025Q4: 1,664 shares 1,664 $324K 0.07% +60 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 10,817 shares; 2025Q1: 10,722 shares; 2025Q2: 10,722 shares; 2025Q3: 17,074 shares; 2025Q4: 11,880 shares 11,880 $318K 0.07% -5,194 Timeline GAUG 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: 7,196 shares; 2024Q4: 7,196 shares; 2025Q1: 2,838 shares; 2025Q2: 3,152 shares; 2025Q3: 8,074 shares; 2025Q4: 8,066 shares 8,066 $317K 0.07% -8 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 1,252 shares; 2025Q2: 1,352 shares; 2025Q3: 1,463 shares; 2025Q4: 1,711 shares 1,711 $316K 0.07% +248 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: 396 shares; 2024Q4: 187 shares; 2025Q1: 446 shares; 2025Q2: 447 shares; 2025Q3: 457 shares; 2025Q4: 1,964 shares 1,964 $314K 0.07% +1,507 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: 5,918 shares; 2024Q4: 1,011 shares; 2025Q1: 951 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 4,898 shares 4,898 $312K 0.07% +4,023 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: 5,180 shares; 2024Q4: 5,212 shares; 2025Q1: 5,245 shares; 2025Q2: 6,066 shares; 2025Q3: 6,096 shares; 2025Q4: 5,287 shares 5,287 $305K 0.07% -809 Timeline LMBS 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: 5,666 shares; 2024Q4: 5,840 shares; 2025Q1: 6,006 shares; 2025Q2: 6,049 shares; 2025Q3: 6,047 shares; 2025Q4: 6,008 shares 6,008 $300K 0.07% -39 Timeline IGLD 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: 5,877 shares; 2024Q4: 5,877 shares; 2025Q1: 5,877 shares; 2025Q2: 5,877 shares; 2025Q3: 5,877 shares; 2025Q4: 11,921 shares 11,921 $298K 0.07% +6,044 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 6,854 shares; 2025Q1: 7,092 shares; 2025Q2: 1,052 shares; 2025Q3: 1,004 shares; 2025Q4: 7,760 shares 7,760 $298K 0.07% +6,756 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 166 shares; 2025Q4: 8,040 shares 8,040 $297K 0.07% +7,874 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,049 shares; 2025Q3: 11,049 shares; 2025Q4: 11,049 shares 11,049 $297K 0.07% 0 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 181 shares; 2025Q2: 2,236 shares; 2025Q3: 181 shares; 2025Q4: 1,921 shares 1,921 $295K 0.07% +1,740 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,797 shares; 2025Q2: 12,875 shares; 2025Q3: 12,725 shares; 2025Q4: 10,769 shares 10,769 $295K 0.07% -1,956 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,742 shares; 2025Q1: 11,742 shares; 2025Q2: 11,642 shares; 2025Q3: 6,744 shares; 2025Q4: 10,783 shares 10,783 $289K 0.07% +4,039 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,133 shares; 2025Q1: 3,133 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,040 shares 3,040 $286K 0.06% +1 Timeline FGD 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: 7,711 shares; 2024Q4: 7,711 shares; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 7,711 shares; 2025Q4: 9,264 shares 9,264 $280K 0.06% +1,553 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: 357 shares; 2024Q4: 842 shares; 2025Q1: 204 shares; 2025Q2: 1,698 shares; 2025Q3: 1,714 shares; 2025Q4: 1,514 shares 1,514 $279K 0.06% -200 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares 779 $278K 0.06% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,233 shares; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 5,233 shares; 2025Q4: 5,233 shares 5,233 $277K 0.06% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 970 shares 970 $277K 0.06% +800 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 11,379 shares; 2025Q1: 11,830 shares; 2025Q2: 10,420 shares; 2025Q3: 7,422 shares; 2025Q4: 7,422 shares 7,422 $274K 0.06% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,438 shares; 2025Q1: 5,046 shares; 2025Q2: 5,053 shares; 2025Q3: 5,060 shares; 2025Q4: 5,077 shares 5,077 $273K 0.06% +17 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,394 shares; 2025Q1: 3,495 shares; 2025Q2: 3,495 shares; 2025Q3: 3,096 shares; 2025Q4: 3,096 shares 3,096 $271K 0.06% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 250 shares; 2025Q2: 270 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $271K 0.06% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $270K 0.06% new Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 6,810 shares; 2025Q1: 6,810 shares; 2025Q2: 6,310 shares; 2025Q3: 6,000 shares; 2025Q4: 5,200 shares 5,200 $268K 0.06% -800 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,640 shares; 2025Q4: 5,341 shares 5,341 $264K 0.06% -299 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: 747 shares; 2024Q4: 748 shares; 2025Q1: 900 shares; 2025Q2: 981 shares; 2025Q3: 920 shares; 2025Q4: 967 shares 967 $256K 0.06% +47 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,947 shares; 2025Q4: 4,947 shares 4,947 $255K 0.06% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 3,211 shares 3,211 $255K 0.06% +3,081 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207 shares 207 $252K 0.06% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 2,020 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 1,740 shares 1,740 $251K 0.06% +1,700 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 3,600 shares; 2025Q3: 3,808 shares; 2025Q4: 3,808 shares 3,808 $245K 0.06% 0 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: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares 524 $244K 0.06% 0 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 365 shares; 2025Q4: 365 shares 365 $241K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 991 shares; 2025Q4: 975 shares 975 $240K 0.05% -16 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,140 shares; 2025Q2: 1,154 shares; 2025Q3: 1,142 shares; 2025Q4: 1,115 shares 1,115 $236K 0.05% -27 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: 1,259 shares; 2024Q4: 1,273 shares; 2025Q1: 1,288 shares; 2025Q2: 1,439 shares; 2025Q3: 1,449 shares; 2025Q4: 1,461 shares 1,461 $234K 0.05% +12 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: 1,054 shares; 2024Q4: 5,873 shares; 2025Q1: 7,134 shares; 2025Q2: 8,063 shares; 2025Q3: 8,130 shares; 2025Q4: 8,534 shares 8,534 $234K 0.05% +404 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares 4,025 $233K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,934 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 843 shares; 2025Q4: 800 shares 800 $231K 0.05% -43 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 2,289 shares 2,289 $231K 0.05% -214 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 3,180 shares; 2025Q1: 3,187 shares; 2025Q2: 3,194 shares; 2025Q3: 3,135 shares; 2025Q4: 3,074 shares 3,074 $226K 0.05% -61 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,150 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,000 shares 1,000 $220K 0.05% -75 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,050 shares; 2025Q2: 3,250 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares 3,415 $219K 0.05% 0 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: 352 shares; 2024Q4: 352 shares; 2025Q1: 452 shares; 2025Q2: 537 shares; 2025Q3: 402 shares; 2025Q4: 2,314 shares 2,314 $216K 0.05% +1,912 Timeline GMAR 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: 5,281 shares; 2024Q4: 5,261 shares; 2025Q1: 5,587 shares; 2025Q2: 5,597 shares; 2025Q3: 5,257 shares; 2025Q4: 5,257 shares 5,257 $215K 0.05% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 1,799 shares 1,799 $215K 0.05% +900 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 2,097 shares; 2025Q4: 2,037 shares 2,037 $214K 0.05% -60 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,611 shares 1,611 $211K 0.05% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 6,914 shares; 2025Q1: 6,915 shares; 2025Q2: 6,917 shares; 2025Q3: 6,919 shares; 2025Q4: 6,805 shares 6,805 $211K 0.05% -114 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 1,018 shares; 2025Q2: 836 shares; 2025Q3: 858 shares; 2025Q4: 343 shares 343 $210K 0.05% -515 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 4,900 shares; 2025Q1: 3,911 shares; 2025Q2: 4,003 shares; 2025Q3: 3,872 shares; 2025Q4: 4,454 shares 4,454 $210K 0.05% +582 Timeline FDEC 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: 4,043 shares; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares 4,041 $207K 0.05% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,150 shares; 2025Q4: 11,150 shares 11,150 $207K 0.05% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 3,050 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares 3,421 $207K 0.05% 0 Timeline VFLEX FIRST TRUST ALT OPPORT-I More: the full row for FIRST TRUST ALT OPPORT-I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 7,498 shares; 2025Q3: 7,498 shares; 2025Q4: 7,498 shares 7,498 $206K 0.05% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 1,115 shares; 2025Q2: 325 shares; 2025Q3: 356 shares; 2025Q4: 419 shares 419 $204K 0.05% +63 Timeline OKLO OKLO INC More: the full row for OKLO 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: 105 shares; 2025Q3: 105 shares; 2025Q4: 2,785 shares 2,785 $200K 0.05% +2,680 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 7,212 shares; 2025Q1: 7,245 shares; 2025Q2: 7,277 shares; 2025Q3: 7,307 shares; 2025Q4: 7,340 shares 7,340 $200K 0.05% +33 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: not reported; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,183 shares 1,183 $198K 0.04% -472 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 2,050 shares; 2025Q3: 2,501 shares; 2025Q4: 2,683 shares 2,683 $198K 0.04% +182 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,375 shares; 2025Q4: 1,790 shares 1,790 $198K 0.04% +415 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 4,072 shares 4,072 $197K 0.04% 0 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 575 shares; 2025Q2: 575 shares; 2025Q3: 615 shares; 2025Q4: 808 shares 808 $197K 0.04% +193 Timeline UAPR 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: 6,869 shares; 2024Q4: 6,529 shares; 2025Q1: 6,328 shares; 2025Q2: 6,280 shares; 2025Q3: 5,960 shares; 2025Q4: 5,960 shares 5,960 $195K 0.04% 0 Timeline BFEB 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $195K 0.04% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 501 shares; 2025Q3: 693 shares; 2025Q4: 693 shares 693 $193K 0.04% 0 Timeline TIP 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: 1,269 shares; 2024Q4: 1,993 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,777 shares; 2025Q4: 1,751 shares 1,751 $192K 0.04% -26 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 9,939 shares 9,939 $192K 0.04% +9,839 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 1,875 shares 1,875 $192K 0.04% new Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: 650 shares; 2025Q2: 690 shares; 2025Q3: 739 shares; 2025Q4: 568 shares 568 $192K 0.04% -171 Timeline IJS 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: 1,330 shares; 2024Q4: 1,331 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,675 shares 1,675 $191K 0.04% +368 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares 2,819 $189K 0.04% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,963 shares; 2025Q1: 2,878 shares; 2025Q2: 3,002 shares; 2025Q3: 3,219 shares; 2025Q4: 3,309 shares 3,309 $188K 0.04% +90 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 338 shares; 2025Q4: 338 shares 338 $187K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 4,434 shares; 2025Q1: 1,114 shares; 2025Q2: 1,111 shares; 2025Q3: 1,350 shares; 2025Q4: 869 shares 869 $186K 0.04% -481 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY 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: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,793 shares; 2025Q4: 3,166 shares 3,166 $186K 0.04% +373 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,996 shares; 2025Q1: 3,930 shares; 2025Q2: 1,980 shares; 2025Q3: 1,981 shares; 2025Q4: 1,961 shares 1,961 $184K 0.04% -20 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 6,089 shares; 2025Q4: 5,043 shares 5,043 $182K 0.04% -1,046 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 273 shares; 2025Q1: 235 shares; 2025Q2: 204 shares; 2025Q3: 205 shares; 2025Q4: 374 shares 374 $180K 0.04% +169 Timeline IGSB 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: 3,348 shares; 2024Q4: 3,349 shares; 2025Q1: 3,349 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,351 shares 3,351 $177K 0.04% +1 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: 2,699 shares 2,699 $177K 0.04% new 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: 792 shares; 2024Q4: 822 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 730 shares 730 $176K 0.04% -93 Timeline VLUE 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: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,283 shares 1,283 $175K 0.04% -116 Timeline XPO XPO INC More: the full row for XPO 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: 850 shares; 2025Q2: 850 shares; 2025Q3: 932 shares; 2025Q4: 1,286 shares 1,286 $175K 0.04% +354 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 15,299 shares; 2025Q1: 18,999 shares; 2025Q2: 15,999 shares; 2025Q3: 12,999 shares; 2025Q4: 12,999 shares 12,999 $173K 0.04% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,923 shares; 2024Q4: 16,923 shares; 2025Q1: 16,923 shares; 2025Q2: 16,923 shares; 2025Q3: 16,923 shares; 2025Q4: 16,923 shares 16,923 $171K 0.04% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,411 shares 1,411 $171K 0.04% -125 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares 1,070 $171K 0.04% 0 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 3,410 shares; 2025Q4: 3,525 shares 3,525 $169K 0.04% +115 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $167K 0.04% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 496 shares 496 $167K 0.04% +140 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,300 shares; 2025Q3: 3,595 shares; 2025Q4: 3,590 shares 3,590 $167K 0.04% -5 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: 2,301 shares; 2024Q4: 2,199 shares; 2025Q1: 2,101 shares; 2025Q2: 2,103 shares; 2025Q3: 2,052 shares; 2025Q4: 1,927 shares 1,927 $162K 0.04% -125 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 785 shares; 2025Q3: 811 shares; 2025Q4: 930 shares 930 $162K 0.04% +119 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS 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: 800 shares; 2025Q2: 800 shares; 2025Q3: 868 shares; 2025Q4: 837 shares 837 $160K 0.04% -31 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 2,203 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,209 shares; 2025Q4: 2,203 shares 2,203 $157K 0.04% -6 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares 521 $157K 0.04% 0 Timeline VNQ 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: 1,904 shares; 2024Q4: 1,907 shares; 2025Q1: 1,908 shares; 2025Q2: 1,910 shares; 2025Q3: 1,911 shares; 2025Q4: 1,772 shares 1,772 $157K 0.04% -139 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 191 shares 191 $156K 0.04% +1 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,983 shares; 2025Q4: 1,756 shares 1,756 $155K 0.03% -227 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: 53 shares; 2024Q4: 1,367 shares; 2025Q1: 2,142 shares; 2025Q2: 2,033 shares; 2025Q3: 2,370 shares; 2025Q4: 2,139 shares 2,139 $153K 0.03% -231 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 3,627 shares; 2025Q1: 3,128 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 3,024 shares 3,024 $152K 0.03% +596 Timeline JPIE 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: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 3,280 shares 3,280 $152K 0.03% +3,275 Timeline Ready Capital Corp., 5.750p… Ready Capital Corp., 5.750per, du… More: the full row for Ready Capital Corp., 5.750per, due 02/15/2026 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $150K 0.03% 0 AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 7,264 shares; 2025Q4: 13,047 shares 13,047 $150K 0.03% +5,783 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 403 shares; 2025Q2: 603 shares; 2025Q3: 640 shares; 2025Q4: 516 shares 516 $149K 0.03% -124 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares 2,908 $147K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares 1,524 $146K 0.03% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $144K 0.03% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,643 shares; 2025Q2: 1,743 shares; 2025Q3: 1,842 shares; 2025Q4: 1,317 shares 1,317 $143K 0.03% -525 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: 8,027 shares; 2024Q4: 4,938 shares; 2025Q1: 6,039 shares; 2025Q2: 6,048 shares; 2025Q3: 6,057 shares; 2025Q4: 5,748 shares 5,748 $143K 0.03% -309 Timeline FTEC 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: 962 shares; 2024Q4: 1,485 shares; 2025Q1: 384 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 634 shares 634 $142K 0.03% -1,709 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: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares 586 $142K 0.03% 0 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: 1,727 shares; 2024Q4: 1,728 shares; 2025Q1: 1,729 shares; 2025Q2: 1,730 shares; 2025Q3: 2,041 shares; 2025Q4: 2,035 shares 2,035 $141K 0.03% -6 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 950 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares 1,073 $141K 0.03% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 2,250 shares; 2025Q3: 2,406 shares; 2025Q4: 2,524 shares 2,524 $140K 0.03% +118 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,893 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares 1,894 $140K 0.03% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares 1,608 $139K 0.03% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,835 shares 1,835 $138K 0.03% -15 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 1,760 shares; 2025Q3: 1,842 shares; 2025Q4: 1,337 shares 1,337 $138K 0.03% -505 Timeline FNDF 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: 3,468 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares; 2025Q2: 3,567 shares; 2025Q3: 3,567 shares; 2025Q4: 2,971 shares 2,971 $134K 0.03% -596 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 900 shares; 2025Q3: 930 shares; 2025Q4: 930 shares 930 $133K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 5,074 shares; 2025Q1: 5,075 shares; 2025Q2: 1,606 shares; 2025Q3: 1,608 shares; 2025Q4: 1,028 shares 1,028 $133K 0.03% -580 Timeline MAC MACERICH CO More: the full row for MACERICH 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: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 7,179 shares; 2025Q4: 7,179 shares 7,179 $133K 0.03% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,315 shares; 2025Q1: 820 shares; 2025Q2: 2,370 shares; 2025Q3: 2,435 shares; 2025Q4: 739 shares 739 $132K 0.03% -1,696 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,395 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $131K 0.03% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 310 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $131K 0.03% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 1,075 shares; 2025Q2: 1,175 shares; 2025Q3: 1,309 shares; 2025Q4: 1,369 shares 1,369 $131K 0.03% +60 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 948 shares; 2025Q1: 1,149 shares; 2025Q2: 3,490 shares; 2025Q3: 3,598 shares; 2025Q4: 1,249 shares 1,249 $130K 0.03% -2,349 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares 1,423 $128K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 397 shares; 2025Q4: 360 shares 360 $127K 0.03% -37 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE 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: 360 shares; 2025Q2: 380 shares; 2025Q3: 402 shares; 2025Q4: 322 shares 322 $127K 0.03% -80 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 583 shares; 2025Q4: 504 shares 504 $127K 0.03% -79 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: 394 shares; 2024Q4: 394 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 411 shares; 2025Q4: 405 shares 405 $125K 0.03% -6 Timeline BBBI 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: 523 shares; 2024Q4: 541 shares; 2025Q1: 1,923 shares; 2025Q2: 1,793 shares; 2025Q3: 2,173 shares; 2025Q4: 2,386 shares 2,386 $124K 0.03% +213 Timeline FPRC FORD MTR CO DEL 6% NT DUE 12/0 More: the full row for FORD MTR CO DEL 6% NT DUE 12/0 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $124K 0.03% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 425 shares; 2025Q2: 725 shares; 2025Q3: 787 shares; 2025Q4: 706 shares 706 $122K 0.03% -81 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: 428 shares; 2024Q4: 391 shares; 2025Q1: 403 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 348 shares 348 $122K 0.03% -30 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 416 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 418 shares; 2025Q4: 419 shares 419 $121K 0.03% +1 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares 2,180 $120K 0.03% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares 978 $119K 0.03% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,015 shares; 2025Q3: 2,585 shares; 2025Q4: 1,819 shares 1,819 $118K 0.03% -766 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,960 shares; 2025Q4: 3,960 shares 3,960 $117K 0.03% 0 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 1,001 shares; 2025Q2: 701 shares; 2025Q3: 760 shares; 2025Q4: 760 shares 760 $117K 0.03% 0 Timeline DISNEY WALT CO DTD 07/09/20… DISNEY WALT CO DTD 07/09/2019 6.7… More: the full row for DISNEY WALT CO DTD 07/09/2019 6.75per 01/09/2038 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000 $115K 0.03% new VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,243 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares 1,244 $115K 0.03% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,474 shares; 2025Q3: 3,991 shares; 2025Q4: 2,987 shares 2,987 $114K 0.03% -1,004 Timeline GEORGIA PAC CORP DTD 11/10/… GEORGIA PAC CORP DTD 11/10/1999 7… More: the full row for GEORGIA PAC CORP DTD 11/10/1999 7.75per 11/15/2029 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: not reported; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000 $113K 0.03% new APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 496 shares; 2025Q2: 479 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $111K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares 2,369 $111K 0.03% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $110K 0.02% 0 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: 397 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 401 shares; 2025Q3: 402 shares; 2025Q4: 1,302 shares 1,302 $109K 0.02% +900 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,733 shares; 2025Q1: 2,787 shares; 2025Q2: 2,813 shares; 2025Q3: 1,462 shares; 2025Q4: 1,355 shares 1,355 $106K 0.02% -107 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares 1,532 $105K 0.02% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares 1,559 $103K 0.02% 0 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: 2,530 shares; 2024Q4: 5,070 shares; 2025Q1: 4,363 shares; 2025Q2: 4,364 shares; 2025Q3: 4,070 shares; 2025Q4: 4,071 shares 4,071 $102K 0.02% +1 Timeline MBINM MERCHANTS BANCORP IND DEP SHS More: the full row for MERCHANTS BANCORP IND DEP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $102K 0.02% new 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: 1,802 shares; 2024Q4: 1,802 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares 1,991 $101K 0.02% 0 Timeline GENERAL MTRS FINL CO INC DT… GENERAL MTRS FINL CO INC DTD 09/1… More: the full row for GENERAL MTRS FINL CO INC DTD 09/16/2020 5.7per Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000 $100K 0.02% new CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares 1,430 $99K 0.02% 0 Timeline KEYCORP CAPITAL I DTD 06/25… KEYCORP CAPITAL I DTD 06/25/1998 … More: the full row for KEYCORP CAPITAL I DTD 06/25/1998 4.69336per 07/01/2028 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000 $98.5K 0.02% new PNC CAP TR C DTD 06/09/1998… PNC CAP TR C DTD 06/09/1998 4.492… More: the full row for PNC CAP TR C DTD 06/09/1998 4.49204per 06/01/2028 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000 $98.4K 0.02% new 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $96.8K 0.02% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 300 shares; 2025Q2: 300 shares; 2025Q3: 329 shares; 2025Q4: 329 shares 329 $96.6K 0.02% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 5,000 shares 5,000 $96.5K 0.02% +500 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 2,001 shares; 2025Q1: 2,004 shares; 2025Q2: 2,006 shares; 2025Q3: 2,009 shares; 2025Q4: 2,011 shares 2,011 $96.2K 0.02% +2 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares 2,173 $94.2K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,871 shares; 2025Q1: 1,911 shares; 2025Q2: 1,912 shares; 2025Q3: 1,913 shares; 2025Q4: 1,158 shares 1,158 $93K 0.02% -755 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 199 shares 199 $92.9K 0.02% -201 Timeline GMAY 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: 889 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 14,346 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares 2,206 $91.1K 0.02% 0 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: 685 shares; 2024Q4: 755 shares; 2025Q1: 671 shares; 2025Q2: 672 shares; 2025Q3: 673 shares; 2025Q4: 588 shares 588 $90.9K 0.02% -85 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,912 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares 2,912 $90.6K 0.02% 0 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: 195 shares; 2024Q4: 194 shares; 2025Q1: 467 shares; 2025Q2: 466 shares; 2025Q3: 193 shares; 2025Q4: 192 shares 192 $90K 0.02% -1 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 6,718 shares; 2025Q1: 6,718 shares; 2025Q2: 6,718 shares; 2025Q3: 6,718 shares; 2025Q4: 6,718 shares 6,718 $89.9K 0.02% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,361 shares; 2025Q1: 1,364 shares; 2025Q2: 1,368 shares; 2025Q3: 1,730 shares; 2025Q4: 1,335 shares 1,335 $89.3K 0.02% -395 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,605 shares; 2025Q3: 1,500 shares; 2025Q4: 1,450 shares 1,450 $88.8K 0.02% -50 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 327 shares; 2025Q4: 1,891 shares 1,891 $87.1K 0.02% +1,564 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: 987 shares; 2024Q4: 978 shares; 2025Q1: 982 shares; 2025Q2: 2,570 shares; 2025Q3: 2,574 shares; 2025Q4: 774 shares 774 $86.8K 0.02% -1,800 Timeline IYY 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: 615 shares; 2025Q1: 919 shares; 2025Q2: 921 shares; 2025Q3: 971 shares; 2025Q4: 522 shares 522 $86.5K 0.02% -449 Timeline SPGP 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares 758 $86.3K 0.02% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 237 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares 239 $86.1K 0.02% 0 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares 4,053 $85.9K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,515 shares; 2025Q4: 1,510 shares 1,510 $85.8K 0.02% -5 Timeline RILYN BRC GROUP HLDGS INC 6.5% SR NT More: the full row for BRC GROUP HLDGS INC 6.5% SR NT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $85.1K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 936 shares; 2025Q1: 937 shares; 2025Q2: 938 shares; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $83.9K 0.02% 0 Timeline USXF 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: 570 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,981 shares; 2025Q3: 1,454 shares; 2025Q4: 1,455 shares 1,455 $83.8K 0.02% +1 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 748 shares; 2025Q4: 748 shares 748 $83.7K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,495 shares; 2025Q3: 2,523 shares; 2025Q4: 1,295 shares 1,295 $83.4K 0.02% -1,228 Timeline KJAN 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $82.8K 0.02% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,641 shares; 2025Q2: 1,641 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares 1,590 $82.3K 0.02% 0 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: 364 shares; 2024Q4: 365 shares; 2025Q1: 390 shares; 2025Q2: 391 shares; 2025Q3: 392 shares; 2025Q4: 392 shares 392 $81.7K 0.02% 0 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: 191 shares; 2024Q4: 232 shares; 2025Q1: 241 shares; 2025Q2: 262 shares; 2025Q3: 271 shares; 2025Q4: 268 shares 268 $81.4K 0.02% -3 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 1,060 shares; 2025Q2: 1,110 shares; 2025Q3: 1,198 shares; 2025Q4: 998 shares 998 $81K 0.02% -200 Timeline IMCB 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: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 1,099 shares; 2025Q3: 1,129 shares; 2025Q4: 977 shares 977 $80.8K 0.02% -152 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: 938 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,729 shares; 2025Q4: 1,724 shares 1,724 $80.7K 0.02% -5 Timeline IXN 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: 1,575 shares; 2024Q4: 1,576 shares; 2025Q1: 760 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 765 shares 765 $80.3K 0.02% +4 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 836 shares; 2025Q3: 853 shares; 2025Q4: 972 shares 972 $80.2K 0.02% +119 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,652 shares; 2025Q1: 1,658 shares; 2025Q2: 1,663 shares; 2025Q3: 1,668 shares; 2025Q4: 1,674 shares 1,674 $79.5K 0.02% +6 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 437 shares; 2025Q2: 587 shares; 2025Q3: 572 shares; 2025Q4: 572 shares 572 $78.9K 0.02% 0 Timeline BSEP 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: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,939 shares; 2025Q4: 1,588 shares 1,588 $78.2K 0.02% -351 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $77.3K 0.02% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares 1,715 $76.3K 0.02% 0 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: 1,180 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 150 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $75.6K 0.02% 0 Timeline IVE 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: 417 shares; 2024Q4: 431 shares; 2025Q1: 418 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 355 shares 355 $75.4K 0.02% -81 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 571 shares; 2025Q3: 547 shares; 2025Q4: 547 shares 547 $74.9K 0.02% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 6,900 shares; 2025Q2: 7,650 shares; 2025Q3: 7,650 shares; 2025Q4: 8,260 shares 8,260 $74.2K 0.02% +610 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares 1,306 $73.9K 0.02% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,674 shares 1,674 $73.2K 0.02% -69 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,203 shares; 2025Q3: 1,249 shares; 2025Q4: 1,234 shares 1,234 $73.2K 0.02% -15 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares 1,328 $73.1K 0.02% 0 Timeline UNOV 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: 330 shares; 2024Q4: 648 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 1,919 shares 1,919 $73K 0.02% +1,424 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 550 shares 550 $73K 0.02% -70 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares 722 $72.9K 0.02% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 741 shares; 2025Q4: 742 shares 742 $72.5K 0.02% +1 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,322 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,322 shares 2,322 $71.8K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 200 shares; 2025Q4: 119 shares 119 $71.8K 0.02% -81 Timeline IWS 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: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 502 shares; 2025Q4: 502 shares 502 $70.8K 0.02% 0 Timeline ISCG 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: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,270 shares 1,270 $70.4K 0.02% -246 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 784 shares; 2025Q3: 1,602 shares; 2025Q4: 1,608 shares 1,608 $70.2K 0.02% +6 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 926 shares; 2025Q2: 927 shares; 2025Q3: 267 shares; 2025Q4: 267 shares 267 $69.3K 0.02% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $69.1K 0.02% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,352 shares 2,352 $69K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,768 shares; 2025Q1: 3,768 shares; 2025Q2: 3,774 shares; 2025Q3: 775 shares; 2025Q4: 779 shares 779 $68.8K 0.02% +4 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,252 shares; 2025Q1: 1,324 shares; 2025Q2: 1,291 shares; 2025Q3: 1,095 shares; 2025Q4: 975 shares 975 $67.8K 0.02% -120 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $67.3K 0.02% 0 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: 176 shares; 2024Q4: 2,759 shares; 2025Q1: 2,759 shares; 2025Q2: 1,832 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares 1,833 $66.4K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $65.5K 0.01% 0 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,645 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares 1,646 $65K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 683 shares; 2025Q4: 684 shares 684 $65K 0.01% +1 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 33 shares; 2025Q4: 32 shares 32 $64.5K 0.01% -1 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 829 shares; 2025Q4: 829 shares 829 $64.3K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 379 shares 379 $63.9K 0.01% +1 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,654 shares; 2025Q4: 1,587 shares 1,587 $63.9K 0.01% -67 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: 80 shares; 2024Q4: 49 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 97 shares; 2025Q4: 97 shares 97 $63.7K 0.01% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares 2,180 $63.4K 0.01% 0 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 686 shares; 2025Q4: 686 shares 686 $63.3K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,982 shares; 2025Q4: 1,236 shares 1,236 $62.9K 0.01% -1,746 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: 199 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 194 shares 194 $62.7K 0.01% -2 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 411 shares; 2025Q2: 479 shares; 2025Q3: 539 shares; 2025Q4: 550 shares 550 $62.2K 0.01% +11 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares 413 $61.6K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares 1,265 $61.5K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $61.2K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 794 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares 676 $60.8K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $59.4K 0.01% 0 Timeline GFEB 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: 1,257 shares; 2024Q4: 1,242 shares; 2025Q1: 5,522 shares; 2025Q2: 5,042 shares; 2025Q3: 1,429 shares; 2025Q4: 1,429 shares 1,429 $59.4K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,253 shares 1,253 $58.7K 0.01% 0 Timeline DEM 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $58.4K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares 1,246 $57.9K 0.01% 0 Timeline CTBB QWEST CORP NT 6.5% DUE 2058 (C More: the full row for QWEST CORP NT 6.5% DUE 2058 (C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $56.3K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260 $55.8K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,537 shares 1,537 $54.7K 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 605 shares; 2025Q1: 10,595 shares; 2025Q2: 6,592 shares; 2025Q3: 5,356 shares; 2025Q4: 673 shares 673 $54.6K 0.01% -4,683 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX 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: 78 shares; 2025Q3: 7,013 shares; 2025Q4: 7,013 shares 7,013 $54.2K 0.01% 0 Timeline ISTB 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: 996 shares; 2024Q4: 1,091 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares 1,110 $54.1K 0.01% 0 Timeline ACWX 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: 300 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 800 shares 800 $53.7K 0.01% +350 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 12,893 shares 12,893 $53.6K 0.01% +1,893 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: 9 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $53.6K 0.01% 0 Timeline VIGI 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 578 shares; 2025Q4: 579 shares 579 $53K 0.01% +1 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares 153 $52.5K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 330 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 332 shares; 2025Q4: 333 shares 333 $51.6K 0.01% +1 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,435 shares; 2025Q1: 2,935 shares; 2025Q2: 3,135 shares; 2025Q3: 2,850 shares; 2025Q4: 2,649 shares 2,649 $50.6K 0.01% -201 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: 680 shares; 2024Q4: 726 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 682 shares; 2025Q4: 410 shares 410 $50.5K 0.01% -272 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares 970 $50.3K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares 236 $49.9K 0.01% 0 Timeline DJUN 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: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares 1,047 $49.6K 0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 638 shares 638 $49.5K 0.01% -427 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 538 shares; 2025Q4: 538 shares 538 $49.5K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 823 shares; 2025Q1: 824 shares; 2025Q2: 827 shares; 2025Q3: 830 shares; 2025Q4: 833 shares 833 $48.9K 0.01% +3 Timeline NEXPOINT REAL 9per PFD… NEXPOINT REAL 9per PFD ESTAT… More: the full row for NEXPOINT REAL 9per PFD ESTATE FIN SER BB PERP MTY PERP CALL 11/01/26 @ Quarterly shares; oldest 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: 1,935 shares 1,935 $48.4K 0.01% new IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $47.5K 0.01% 0 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: 36 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 45 shares; 2025Q3: 195 shares; 2025Q4: 44 shares 44 $47.2K 0.01% -151 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest 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: 449 shares; 2025Q4: 449 shares 449 $47K 0.01% 0 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: 847 shares; 2024Q4: 848 shares; 2025Q1: 850 shares; 2025Q2: 851 shares; 2025Q3: 852 shares; 2025Q4: 852 shares 852 $46.7K 0.01% 0 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: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 300 shares 300 $46K 0.01% +256 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $45.9K 0.01% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest 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: 349 shares; 2025Q4: 1,019 shares 1,019 $45.8K 0.01% +670 Timeline UJAN 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: 1,623 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares 1,057 $45.7K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 144 shares 144 $45.3K 0.01% -56 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 344 shares; 2025Q1: 778 shares; 2025Q2: 755 shares; 2025Q3: 757 shares; 2025Q4: 760 shares 760 $44.5K 0.01% +3 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: 129 shares; 2024Q4: 124 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 119 shares 119 $44.1K 0.01% -6 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares 1,889 $44.1K 0.01% 0 Timeline XBB 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: 1,051 shares; 2024Q4: 1,066 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,045 shares; 2025Q4: 1,070 shares 1,070 $44K 0.01% +25 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: 867 shares 867 $43.8K 0.01% -276 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $43.6K 0.01% 0 Timeline IDV 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: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares 1,097 $43.3K 0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 3,210 shares 3,210 $43K 0.01% 0 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares 364 $42.6K 0.01% 0 Timeline DTD 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $42.4K 0.01% 0 Timeline OCTJ 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: 2,747 shares; 2024Q4: 2,747 shares; 2025Q1: 2,747 shares; 2025Q2: 2,347 shares; 2025Q3: 1,771 shares; 2025Q4: 1,771 shares 1,771 $42.4K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares 231 $41.9K 0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $41.9K 0.01% 0 Timeline