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: 216,028 shares; 2024Q4: 199,977 shares; 2025Q1: 192,836 shares; 2025Q2: 207,632 shares; 2025Q3: 204,164 shares; 2025Q4: 208,838 shares 208,838 $38.9M 6.28% +4,674 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: 124,972 shares; 2024Q4: 116,941 shares; 2025Q1: 101,547 shares; 2025Q2: 102,911 shares; 2025Q3: 102,263 shares; 2025Q4: 105,881 shares 105,881 $28.8M 4.64% +3,618 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: 39,783 shares; 2024Q4: 39,037 shares; 2025Q1: 38,329 shares; 2025Q2: 40,065 shares; 2025Q3: 42,360 shares; 2025Q4: 43,445 shares 43,445 $21M 3.39% +1,085 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: 45,919 shares; 2024Q4: 42,475 shares; 2025Q1: 42,644 shares; 2025Q2: 52,453 shares; 2025Q3: 50,987 shares; 2025Q4: 53,918 shares 53,918 $16.9M 2.72% +2,931 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: 53,412 shares; 2024Q4: 48,916 shares; 2025Q1: 48,642 shares; 2025Q2: 57,549 shares; 2025Q3: 58,019 shares; 2025Q4: 63,350 shares 63,350 $14.6M 2.36% +5,331 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: 39,407 shares; 2024Q4: 35,156 shares; 2025Q1: 33,177 shares; 2025Q2: 34,117 shares; 2025Q3: 35,429 shares; 2025Q4: 36,409 shares 36,409 $12.6M 2.03% +980 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: 34,095 shares; 2024Q4: 32,645 shares; 2025Q1: 32,084 shares; 2025Q2: 32,298 shares; 2025Q3: 31,204 shares; 2025Q4: 31,901 shares 31,901 $10.3M 1.66% +697 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: 42,041 shares; 2024Q4: 41,268 shares; 2025Q1: 37,380 shares; 2025Q2: 83,793 shares; 2025Q3: 94,442 shares; 2025Q4: 95,916 shares 95,916 $9.58M 1.55% +1,474 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: 11,189 shares; 2024Q4: 9,715 shares; 2025Q1: 10,151 shares; 2025Q2: 10,926 shares; 2025Q3: 11,244 shares; 2025Q4: 13,400 shares 13,400 $8.4M 1.36% +2,156 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: 9,198 shares; 2024Q4: 10,632 shares; 2025Q1: 9,335 shares; 2025Q2: 11,848 shares; 2025Q3: 12,595 shares; 2025Q4: 11,660 shares 11,660 $7.16M 1.16% -935 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: 15,032 shares; 2024Q4: 14,671 shares; 2025Q1: 14,203 shares; 2025Q2: 13,773 shares; 2025Q3: 13,815 shares; 2025Q4: 14,136 shares 14,136 $7.11M 1.15% +321 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: 5,553 shares; 2024Q4: 5,367 shares; 2025Q1: 5,526 shares; 2025Q2: 7,323 shares; 2025Q3: 8,044 shares; 2025Q4: 10,160 shares 10,160 $6.71M 1.08% +2,116 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: 6,956 shares; 2024Q4: 4,953 shares; 2025Q1: 5,063 shares; 2025Q2: 7,359 shares; 2025Q3: 8,414 shares; 2025Q4: 9,668 shares 9,668 $6.62M 1.07% +1,254 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: 11,053 shares; 2024Q4: 11,329 shares; 2025Q1: 11,938 shares; 2025Q2: 14,383 shares; 2025Q3: 13,983 shares; 2025Q4: 14,272 shares 14,272 $6.42M 1.04% +289 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,647 shares; 2024Q4: 35,278 shares; 2025Q1: 32,530 shares; 2025Q2: 33,144 shares; 2025Q3: 33,204 shares; 2025Q4: 32,926 shares 32,926 $6.04M 0.97% -278 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: 22,193 shares; 2024Q4: 20,782 shares; 2025Q1: 20,860 shares; 2025Q2: 22,528 shares; 2025Q3: 20,999 shares; 2025Q4: 20,685 shares 20,685 $5.48M 0.88% -314 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: 60,626 shares; 2024Q4: 50,418 shares; 2025Q1: 47,221 shares; 2025Q2: 47,907 shares; 2025Q3: 47,115 shares; 2025Q4: 48,582 shares 48,582 $5.41M 0.87% +1,467 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: 17,336 shares; 2024Q4: 18,370 shares; 2025Q1: 18,212 shares; 2025Q2: 17,837 shares; 2025Q3: 21,491 shares; 2025Q4: 22,926 shares 22,926 $4.74M 0.77% +1,435 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 11,444 shares; 2025Q1: 11,176 shares; 2025Q2: 12,175 shares; 2025Q3: 12,296 shares; 2025Q4: 12,953 shares 12,953 $4.54M 0.73% +657 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: 22,318 shares; 2024Q4: 20,554 shares; 2025Q1: 20,191 shares; 2025Q2: 20,248 shares; 2025Q3: 17,105 shares; 2025Q4: 19,840 shares 19,840 $4.53M 0.73% +2,735 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: 14,666 shares; 2024Q4: 11,859 shares; 2025Q1: 11,623 shares; 2025Q2: 11,816 shares; 2025Q3: 14,902 shares; 2025Q4: 14,489 shares 14,489 $4.29M 0.69% -413 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: 16,196 shares; 2024Q4: 20,752 shares; 2025Q1: 16,684 shares; 2025Q2: 18,361 shares; 2025Q3: 21,600 shares; 2025Q4: 23,894 shares 23,894 $4.25M 0.69% +2,294 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: 4,368 shares; 2024Q4: 4,315 shares; 2025Q1: 4,087 shares; 2025Q2: 4,325 shares; 2025Q3: 4,453 shares; 2025Q4: 44,900 shares 44,900 $4.21M 0.68% +40,447 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,363 shares; 2025Q3: 89,816 shares; 2025Q4: 92,502 shares 92,502 $4.12M 0.66% +2,686 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,221 shares; 2025Q3: 14,062 shares; 2025Q4: 67,419 shares 67,419 $3.96M 0.64% +53,357 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: 67,658 shares; 2024Q4: 68,002 shares; 2025Q1: 68,973 shares; 2025Q2: 68,967 shares; 2025Q3: 69,965 shares; 2025Q4: 71,065 shares 71,065 $3.91M 0.63% +1,100 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: 32,672 shares; 2024Q4: 20,723 shares; 2025Q1: 21,102 shares; 2025Q2: 25,481 shares; 2025Q3: 23,360 shares; 2025Q4: 32,172 shares 32,172 $3.87M 0.62% +8,812 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: 2,374 shares; 2024Q4: 2,484 shares; 2025Q1: 2,522 shares; 2025Q2: 3,104 shares; 2025Q3: 3,095 shares; 2025Q4: 3,535 shares 3,535 $3.8M 0.61% +440 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: 4,037 shares; 2024Q4: 27,872 shares; 2025Q1: 35,962 shares; 2025Q2: 29,585 shares; 2025Q3: 29,953 shares; 2025Q4: 33,056 shares 33,056 $3.32M 0.54% +3,103 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: 33,090 shares; 2024Q4: 32,911 shares; 2025Q1: 32,871 shares; 2025Q2: 34,275 shares; 2025Q3: 34,736 shares; 2025Q4: 34,943 shares 34,943 $3.26M 0.53% +207 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,146 shares; 2024Q4: 9,073 shares; 2025Q1: 9,088 shares; 2025Q2: 9,417 shares; 2025Q3: 8,839 shares; 2025Q4: 9,372 shares 9,372 $3.22M 0.52% +533 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: 3,498 shares; 2024Q4: 3,215 shares; 2025Q1: 3,187 shares; 2025Q2: 3,866 shares; 2025Q3: 3,644 shares; 2025Q4: 3,687 shares 3,687 $3.18M 0.51% +43 Timeline RDIV 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: 51,274 shares; 2024Q4: 51,523 shares; 2025Q1: 59,757 shares; 2025Q2: 61,077 shares; 2025Q3: 60,400 shares; 2025Q4: 60,586 shares 60,586 $3.15M 0.51% +186 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: not reported; 2024Q4: not reported; 2025Q1: 92,736 shares; 2025Q2: 85,292 shares; 2025Q3: 96,193 shares; 2025Q4: 66,987 shares 66,987 $3.08M 0.5% -29,206 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: 9,370 shares; 2024Q4: 8,911 shares; 2025Q1: 8,911 shares; 2025Q2: 10,321 shares; 2025Q3: 10,514 shares; 2025Q4: 10,059 shares 10,059 $3.07M 0.5% -455 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,441 shares; 2025Q1: 53,327 shares; 2025Q2: 58,466 shares; 2025Q3: 51,455 shares; 2025Q4: 59,774 shares 59,774 $3.02M 0.49% +8,319 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: 3,634 shares; 2024Q4: 3,738 shares; 2025Q1: 3,496 shares; 2025Q2: 3,736 shares; 2025Q3: 3,560 shares; 2025Q4: 19,655 shares 19,655 $2.83M 0.46% +16,095 Timeline TLTW 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: 14,935 shares; 2025Q2: 14,306 shares; 2025Q3: 20,817 shares; 2025Q4: 119,557 shares 119,557 $2.71M 0.44% +98,740 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: 2,917 shares; 2024Q4: 2,627 shares; 2025Q1: 4,984 shares; 2025Q2: 4,847 shares; 2025Q3: 5,006 shares; 2025Q4: 5,493 shares 5,493 $2.68M 0.43% +487 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: 21,386 shares; 2024Q4: 18,489 shares; 2025Q1: 17,811 shares; 2025Q2: 18,694 shares; 2025Q3: 15,623 shares; 2025Q4: 17,284 shares 17,284 $2.63M 0.43% +1,661 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 4,915 shares; 2025Q1: 5,045 shares; 2025Q2: 6,607 shares; 2025Q3: 7,063 shares; 2025Q4: 8,375 shares 8,375 $2.63M 0.42% +1,312 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 3,611 shares; 2025Q1: 5,314 shares; 2025Q2: 4,029 shares; 2025Q3: 4,773 shares; 2025Q4: 4,523 shares 4,523 $2.59M 0.42% -250 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: 4,368 shares; 2024Q4: 4,183 shares; 2025Q1: 4,639 shares; 2025Q2: 5,572 shares; 2025Q3: 6,389 shares; 2025Q4: 8,527 shares 8,527 $2.59M 0.42% +2,138 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: 32,166 shares; 2024Q4: 39,982 shares; 2025Q1: 40,103 shares; 2025Q2: 26,968 shares; 2025Q3: 25,566 shares; 2025Q4: 24,461 shares 24,461 $2.57M 0.42% -1,105 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,712 shares; 2024Q4: 109,784 shares; 2025Q1: 106,610 shares; 2025Q2: 89,614 shares; 2025Q3: 87,546 shares; 2025Q4: 27,776 shares 27,776 $2.48M 0.4% -59,770 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: 14,707 shares; 2024Q4: 14,151 shares; 2025Q1: 26,664 shares; 2025Q2: 27,793 shares; 2025Q3: 28,969 shares; 2025Q4: 31,888 shares 31,888 $2.46M 0.4% +2,919 Timeline FLOT 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: 20,801 shares; 2024Q4: 52,161 shares; 2025Q1: 52,133 shares; 2025Q2: 44,812 shares; 2025Q3: 42,104 shares; 2025Q4: 46,266 shares 46,266 $2.35M 0.38% +4,162 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,544 shares; 2024Q4: 238,022 shares; 2025Q1: 220,259 shares; 2025Q2: 179,423 shares; 2025Q3: 158,504 shares; 2025Q4: 75,462 shares 75,462 $2.35M 0.38% -83,042 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,336 shares; 2025Q4: 87,089 shares 87,089 $2.32M 0.37% -21,247 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: 23,505 shares; 2024Q4: 27,509 shares; 2025Q1: 28,759 shares; 2025Q2: 29,034 shares; 2025Q3: 30,014 shares; 2025Q4: 29,464 shares 29,464 $2.32M 0.37% -550 Timeline IUSB 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: 70,086 shares; 2024Q4: 47,843 shares; 2025Q1: 49,295 shares; 2025Q2: 49,395 shares; 2025Q3: 49,952 shares; 2025Q4: 49,730 shares 49,730 $2.31M 0.37% -222 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: 10,656 shares; 2024Q4: 9,675 shares; 2025Q1: 9,782 shares; 2025Q2: 18,512 shares; 2025Q3: 19,711 shares; 2025Q4: 16,882 shares 16,882 $2.31M 0.37% -2,829 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,393 shares; 2024Q4: 174,051 shares; 2025Q1: 176,332 shares; 2025Q2: 175,769 shares; 2025Q3: 175,018 shares; 2025Q4: 175,846 shares 175,846 $2.27M 0.37% +828 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: 5,929 shares; 2024Q4: 5,206 shares; 2025Q1: 6,293 shares; 2025Q2: 6,259 shares; 2025Q3: 5,833 shares; 2025Q4: 11,793 shares 11,793 $2.25M 0.36% +5,960 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: 299,327 shares; 2024Q4: 103,349 shares; 2025Q1: 129,077 shares; 2025Q2: 127,804 shares; 2025Q3: 118,731 shares; 2025Q4: 56,818 shares 56,818 $2.18M 0.35% -61,913 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: 11,686 shares; 2024Q4: 9,097 shares; 2025Q1: 8,924 shares; 2025Q2: 9,182 shares; 2025Q3: 9,557 shares; 2025Q4: 10,015 shares 10,015 $2.14M 0.35% +458 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: 22,018 shares; 2024Q4: 23,832 shares; 2025Q1: 22,819 shares; 2025Q2: 23,712 shares; 2025Q3: 19,079 shares; 2025Q4: 26,042 shares 26,042 $2.09M 0.34% +6,963 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: 10,010 shares; 2024Q4: 8,129 shares; 2025Q1: 7,870 shares; 2025Q2: 7,957 shares; 2025Q3: 15,995 shares; 2025Q4: 13,189 shares 13,189 $2.03M 0.33% -2,806 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: 20,621 shares; 2024Q4: 21,013 shares; 2025Q1: 21,512 shares; 2025Q2: 21,634 shares; 2025Q3: 16,970 shares; 2025Q4: 17,289 shares 17,289 $2.02M 0.33% +319 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 13,676 shares; 2025Q1: 13,615 shares; 2025Q2: 13,243 shares; 2025Q3: 12,189 shares; 2025Q4: 11,298 shares 11,298 $2.01M 0.32% -891 Timeline SHY 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: 28,592 shares; 2024Q4: 44,104 shares; 2025Q1: 39,431 shares; 2025Q2: 40,899 shares; 2025Q3: 44,413 shares; 2025Q4: 24,201 shares 24,201 $2M 0.32% -20,212 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,478 shares; 2025Q1: 1,454 shares; 2025Q2: 1,712 shares; 2025Q3: 1,806 shares; 2025Q4: 1,855 shares 1,855 $1.99M 0.32% +49 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: 10,315 shares; 2024Q4: 13,032 shares; 2025Q1: 15,992 shares; 2025Q2: 13,518 shares; 2025Q3: 11,166 shares; 2025Q4: 11,370 shares 11,370 $1.94M 0.31% +204 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: 681 shares; 2024Q4: 681 shares; 2025Q1: 3,924 shares; 2025Q2: 4,088 shares; 2025Q3: 4,177 shares; 2025Q4: 3,986 shares 3,986 $1.89M 0.31% -191 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,865 shares; 2024Q4: 12,207 shares; 2025Q1: 12,692 shares; 2025Q2: 13,311 shares; 2025Q3: 13,870 shares; 2025Q4: 18,667 shares 18,667 $1.87M 0.3% +4,797 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: 21,223 shares; 2024Q4: 22,152 shares; 2025Q1: 20,788 shares; 2025Q2: 18,568 shares; 2025Q3: 24,033 shares; 2025Q4: 22,946 shares 22,946 $1.86M 0.3% -1,087 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: 46,663 shares; 2024Q4: 37,944 shares; 2025Q1: 37,628 shares; 2025Q2: 39,393 shares; 2025Q3: 41,363 shares; 2025Q4: 45,410 shares 45,410 $1.85M 0.3% +4,047 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,284 shares; 2024Q4: 5,887 shares; 2025Q1: 4,438 shares; 2025Q2: 4,530 shares; 2025Q3: 4,526 shares; 2025Q4: 5,452 shares 5,452 $1.84M 0.3% +926 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: 430 shares; 2024Q4: 603 shares; 2025Q1: 671 shares; 2025Q2: 928 shares; 2025Q3: 2,009 shares; 2025Q4: 2,178 shares 2,178 $1.79M 0.29% +169 Timeline AGGY 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: 52,907 shares; 2024Q4: 72,982 shares; 2025Q1: 66,589 shares; 2025Q2: 62,912 shares; 2025Q3: 70,910 shares; 2025Q4: 39,852 shares 39,852 $1.76M 0.28% -31,058 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,155 shares; 2025Q1: 5,209 shares; 2025Q2: 5,870 shares; 2025Q3: 5,299 shares; 2025Q4: 5,349 shares 5,349 $1.75M 0.28% +50 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,992 shares; 2024Q4: 147,556 shares; 2025Q1: 149,935 shares; 2025Q2: 152,774 shares; 2025Q3: 153,200 shares; 2025Q4: 154,978 shares 154,978 $1.75M 0.28% +1,778 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 6,717 shares; 2025Q3: 6,728 shares; 2025Q4: 6,954 shares 6,954 $1.68M 0.27% +226 Timeline HEFA 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: 39,330 shares; 2025Q2: 41,815 shares; 2025Q3: 42,150 shares; 2025Q4: 40,596 shares 40,596 $1.68M 0.27% -1,554 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 49,113 shares; 2025Q1: 49,020 shares; 2025Q2: 42,731 shares; 2025Q3: 39,540 shares; 2025Q4: 44,235 shares 44,235 $1.65M 0.27% +4,695 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: 94,807 shares; 2024Q4: 74,344 shares; 2025Q1: 57,955 shares; 2025Q2: 59,167 shares; 2025Q3: 63,674 shares; 2025Q4: 66,306 shares 66,306 $1.65M 0.27% +2,632 Timeline UPRO 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: 15,392 shares; 2024Q4: 14,902 shares; 2025Q1: 14,948 shares; 2025Q2: 14,676 shares; 2025Q3: 14,478 shares; 2025Q4: 14,222 shares 14,222 $1.65M 0.27% -256 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,787 shares; 2025Q2: 48,966 shares; 2025Q3: 48,594 shares; 2025Q4: 49,553 shares 49,553 $1.62M 0.26% +959 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: 13,062 shares; 2024Q4: 8,651 shares; 2025Q1: 17,849 shares; 2025Q2: 5,388 shares; 2025Q3: 7,594 shares; 2025Q4: 8,412 shares 8,412 $1.61M 0.26% +818 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: 5,319 shares; 2024Q4: 9,259 shares; 2025Q1: 9,571 shares; 2025Q2: 6,058 shares; 2025Q3: 6,286 shares; 2025Q4: 13,369 shares 13,369 $1.57M 0.25% +7,083 Timeline IEI 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: 1,750 shares; 2024Q4: 1,756 shares; 2025Q1: 12,179 shares; 2025Q2: 12,868 shares; 2025Q3: 13,025 shares; 2025Q4: 13,071 shares 13,071 $1.56M 0.25% +46 Timeline HUSV 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: 263,302 shares; 2024Q4: 99,579 shares; 2025Q1: 88,786 shares; 2025Q2: 80,750 shares; 2025Q3: 88,673 shares; 2025Q4: 39,556 shares 39,556 $1.54M 0.25% -49,117 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,680 shares; 2024Q4: 19,380 shares; 2025Q1: 19,380 shares; 2025Q2: 19,380 shares; 2025Q3: 19,380 shares; 2025Q4: 19,380 shares 19,380 $1.53M 0.25% 0 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: 1,006 shares; 2024Q4: 949 shares; 2025Q1: 971 shares; 2025Q2: 3,018 shares; 2025Q3: 2,597 shares; 2025Q4: 2,634 shares 2,634 $1.53M 0.25% +37 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 2,315 shares; 2025Q1: 2,135 shares; 2025Q2: 2,018 shares; 2025Q3: 2,011 shares; 2025Q4: 2,918 shares 2,918 $1.52M 0.25% +907 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 49,540 shares; 2025Q1: 57,856 shares; 2025Q2: 41,015 shares; 2025Q3: 34,637 shares; 2025Q4: 36,897 shares 36,897 $1.52M 0.25% +2,260 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,404 shares; 2025Q1: 2,650 shares; 2025Q2: 4,879 shares; 2025Q3: 5,328 shares; 2025Q4: 5,016 shares 5,016 $1.52M 0.24% -312 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: 15,696 shares; 2024Q4: 8,725 shares; 2025Q1: 7,721 shares; 2025Q2: 7,115 shares; 2025Q3: 6,791 shares; 2025Q4: 7,706 shares 7,706 $1.5M 0.24% +915 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,274 shares; 2024Q4: 13,883 shares; 2025Q1: 13,792 shares; 2025Q2: 14,077 shares; 2025Q3: 13,417 shares; 2025Q4: 33,433 shares 33,433 $1.49M 0.24% +20,016 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: 21,210 shares; 2024Q4: 16,261 shares; 2025Q1: 16,626 shares; 2025Q2: 16,497 shares; 2025Q3: 16,264 shares; 2025Q4: 15,856 shares 15,856 $1.49M 0.24% -408 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: 38,223 shares; 2024Q4: 116,268 shares; 2025Q1: 56,688 shares; 2025Q2: 52,892 shares; 2025Q3: 56,373 shares; 2025Q4: 54,385 shares 54,385 $1.49M 0.24% -1,988 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: 15,378 shares; 2024Q4: 14,164 shares; 2025Q1: 16,270 shares; 2025Q2: 23,364 shares; 2025Q3: 24,036 shares; 2025Q4: 20,885 shares 20,885 $1.46M 0.24% -3,151 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: 33,219 shares; 2024Q4: 26,221 shares; 2025Q1: 30,028 shares; 2025Q2: 36,062 shares; 2025Q3: 34,738 shares; 2025Q4: 28,785 shares 28,785 $1.46M 0.23% -5,953 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 3,145 shares; 2025Q1: 3,902 shares; 2025Q2: 3,996 shares; 2025Q3: 11,721 shares; 2025Q4: 9,042 shares 9,042 $1.45M 0.23% -2,679 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 1,604 shares; 2025Q1: 1,684 shares; 2025Q2: 1,847 shares; 2025Q3: 1,642 shares; 2025Q4: 1,644 shares 1,644 $1.44M 0.23% +2 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: 16,098 shares; 2024Q4: 17,298 shares; 2025Q1: 16,113 shares; 2025Q2: 15,163 shares; 2025Q3: 14,078 shares; 2025Q4: 13,766 shares 13,766 $1.43M 0.23% -312 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: 45,999 shares; 2024Q4: 38,872 shares; 2025Q1: 38,226 shares; 2025Q2: 39,106 shares; 2025Q3: 39,024 shares; 2025Q4: 39,483 shares 39,483 $1.43M 0.23% +459 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: 13,332 shares; 2024Q4: 12,105 shares; 2025Q1: 12,855 shares; 2025Q2: 14,754 shares; 2025Q3: 15,743 shares; 2025Q4: 15,198 shares 15,198 $1.42M 0.23% -545 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: 13,265 shares; 2024Q4: 8,152 shares; 2025Q1: 10,913 shares; 2025Q2: 8,525 shares; 2025Q3: 8,788 shares; 2025Q4: 9,786 shares 9,786 $1.4M 0.23% +998 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 10,601 shares; 2025Q1: 12,501 shares; 2025Q2: 15,440 shares; 2025Q3: 14,318 shares; 2025Q4: 13,629 shares 13,629 $1.4M 0.23% -689 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: 3,709 shares; 2024Q4: 3,694 shares; 2025Q1: 3,771 shares; 2025Q2: 3,748 shares; 2025Q3: 3,870 shares; 2025Q4: 3,870 shares 3,870 $1.39M 0.22% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,109 shares; 2025Q1: 1,859 shares; 2025Q2: 1,985 shares; 2025Q3: 2,011 shares; 2025Q4: 2,440 shares 2,440 $1.39M 0.22% +429 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,582 shares; 2025Q1: 2,733 shares; 2025Q2: 3,222 shares; 2025Q3: 3,820 shares; 2025Q4: 5,459 shares 5,459 $1.37M 0.22% +1,639 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: 43,986 shares; 2024Q4: 42,797 shares; 2025Q1: 42,500 shares; 2025Q2: 44,298 shares; 2025Q3: 42,899 shares; 2025Q4: 41,760 shares 41,760 $1.34M 0.22% -1,139 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: 136,398 shares; 2024Q4: 148,455 shares; 2025Q1: 128,256 shares; 2025Q2: 17,143 shares; 2025Q3: 16,793 shares; 2025Q4: 16,468 shares 16,468 $1.32M 0.21% -325 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: 2,489 shares; 2024Q4: 5,953 shares; 2025Q1: 5,168 shares; 2025Q2: 4,376 shares; 2025Q3: 5,113 shares; 2025Q4: 6,034 shares 6,034 $1.31M 0.21% +921 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,076 shares; 2025Q1: 1,063 shares; 2025Q2: 1,163 shares; 2025Q3: 2,121 shares; 2025Q4: 3,392 shares 3,392 $1.25M 0.2% +1,271 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,800 shares; 2024Q4: 30,150 shares; 2025Q1: 37,150 shares; 2025Q2: 37,325 shares; 2025Q3: 54,325 shares; 2025Q4: 54,325 shares 54,325 $1.25M 0.2% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: 5,331 shares; 2025Q1: 5,770 shares; 2025Q2: 10,033 shares; 2025Q3: 9,514 shares; 2025Q4: 9,714 shares 9,714 $1.24M 0.2% +200 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: 12,158 shares; 2024Q4: 11,127 shares; 2025Q1: 11,887 shares; 2025Q2: 12,414 shares; 2025Q3: 12,866 shares; 2025Q4: 13,839 shares 13,839 $1.24M 0.2% +973 Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,370 shares; 2025Q2: 12,549 shares; 2025Q3: 12,743 shares; 2025Q4: 11,979 shares 11,979 $1.23M 0.2% -764 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: 1,885 shares; 2024Q4: 1,621 shares; 2025Q1: 1,677 shares; 2025Q2: 2,338 shares; 2025Q3: 2,471 shares; 2025Q4: 2,601 shares 2,601 $1.22M 0.2% +130 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: 2,429 shares; 2024Q4: 4,363 shares; 2025Q1: 4,303 shares; 2025Q2: 4,923 shares; 2025Q3: 5,199 shares; 2025Q4: 6,593 shares 6,593 $1.21M 0.2% +1,394 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: 12,747 shares; 2024Q4: 11,539 shares; 2025Q1: 7,891 shares; 2025Q2: 7,953 shares; 2025Q3: 8,269 shares; 2025Q4: 13,901 shares 13,901 $1.21M 0.2% +5,632 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,838 shares; 2025Q1: 1,976 shares; 2025Q2: 2,096 shares; 2025Q3: 2,151 shares; 2025Q4: 2,360 shares 2,360 $1.2M 0.19% +209 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 5,418 shares; 2025Q1: 8,389 shares; 2025Q2: 8,616 shares; 2025Q3: 6,835 shares; 2025Q4: 6,500 shares 6,500 $1.2M 0.19% -335 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: 3,967 shares; 2024Q4: 3,314 shares; 2025Q1: 2,909 shares; 2025Q2: 2,804 shares; 2025Q3: 2,415 shares; 2025Q4: 2,476 shares 2,476 $1.2M 0.19% +61 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: 747 shares; 2024Q4: 1,085 shares; 2025Q1: 1,141 shares; 2025Q2: 1,059 shares; 2025Q3: 1,120 shares; 2025Q4: 1,108 shares 1,108 $1.19M 0.19% -12 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,866 shares 21,866 $1.18M 0.19% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,664 shares; 2024Q4: 2,680 shares; 2025Q1: 4,108 shares; 2025Q2: 3,808 shares; 2025Q3: 4,478 shares; 2025Q4: 12,691 shares 12,691 $1.18M 0.19% +8,213 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,651 shares; 2024Q4: 10,868 shares; 2025Q1: 9,789 shares; 2025Q2: 9,787 shares; 2025Q3: 9,805 shares; 2025Q4: 12,280 shares 12,280 $1.17M 0.19% +2,475 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: 5,182 shares; 2024Q4: 4,977 shares; 2025Q1: 4,870 shares; 2025Q2: 4,564 shares; 2025Q3: 4,901 shares; 2025Q4: 4,990 shares 4,990 $1.15M 0.19% +89 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,855 shares; 2024Q4: 11,223 shares; 2025Q1: 10,613 shares; 2025Q2: 9,966 shares; 2025Q3: 9,921 shares; 2025Q4: 9,513 shares 9,513 $1.14M 0.18% -408 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: 7,881 shares; 2024Q4: 8,357 shares; 2025Q1: 7,709 shares; 2025Q2: 6,218 shares; 2025Q3: 6,097 shares; 2025Q4: 20,773 shares 20,773 $1.14M 0.18% +14,676 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: 3,075 shares; 2024Q4: 3,236 shares; 2025Q1: 2,485 shares; 2025Q2: 2,872 shares; 2025Q3: 2,897 shares; 2025Q4: 2,401 shares 2,401 $1.14M 0.18% -496 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: 7,838 shares; 2024Q4: 6,448 shares; 2025Q1: 6,227 shares; 2025Q2: 4,420 shares; 2025Q3: 4,632 shares; 2025Q4: 4,686 shares 4,686 $1.13M 0.18% +54 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: 17,881 shares; 2024Q4: 14,828 shares; 2025Q1: 14,404 shares; 2025Q2: 14,298 shares; 2025Q3: 13,970 shares; 2025Q4: 12,709 shares 12,709 $1.12M 0.18% -1,261 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: 2,286 shares; 2024Q4: 3,468 shares; 2025Q1: 3,538 shares; 2025Q2: 3,897 shares; 2025Q3: 4,291 shares; 2025Q4: 4,092 shares 4,092 $1.12M 0.18% -199 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,223 shares; 2024Q4: 7,464 shares; 2025Q1: 7,269 shares; 2025Q2: 8,050 shares; 2025Q3: 7,663 shares; 2025Q4: 6,380 shares 6,380 $1.11M 0.18% -1,283 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,724 shares; 2024Q4: 25,657 shares; 2025Q1: 24,721 shares; 2025Q2: 20,506 shares; 2025Q3: 21,173 shares; 2025Q4: 21,903 shares 21,903 $1.11M 0.18% +730 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: 724 shares; 2024Q4: 741 shares; 2025Q1: 833 shares; 2025Q2: 1,072 shares; 2025Q3: 1,092 shares; 2025Q4: 7,203 shares 7,203 $1.1M 0.18% +6,111 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,447 shares; 2025Q1: 35,348 shares; 2025Q2: 35,327 shares; 2025Q3: 30,260 shares; 2025Q4: 52,262 shares 52,262 $1.1M 0.18% +22,002 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 5,646 shares; 2025Q1: 21,088 shares; 2025Q2: 21,144 shares; 2025Q3: 22,264 shares; 2025Q4: 22,909 shares 22,909 $1.08M 0.17% +645 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: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,411 shares; 2025Q4: 21,533 shares 21,533 $1.08M 0.17% -22,878 Timeline UDOW 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: 10,259 shares; 2024Q4: 10,095 shares; 2025Q1: 10,019 shares; 2025Q2: 9,865 shares; 2025Q3: 9,713 shares; 2025Q4: 18,476 shares 18,476 $1.07M 0.17% +8,763 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,695 shares; 2024Q4: 15,926 shares; 2025Q1: 15,926 shares; 2025Q2: 15,927 shares; 2025Q3: 16,022 shares; 2025Q4: 32,669 shares 32,669 $1.06M 0.17% +16,647 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,446 shares; 2024Q4: 13,493 shares; 2025Q1: 14,143 shares; 2025Q2: 15,136 shares; 2025Q3: 17,232 shares; 2025Q4: 20,951 shares 20,951 $1.05M 0.17% +3,719 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 6,727 shares; 2025Q1: 8,620 shares; 2025Q2: 9,991 shares; 2025Q3: 10,197 shares; 2025Q4: 12,828 shares 12,828 $1.05M 0.17% +2,631 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,055 shares; 2025Q1: 1,209 shares; 2025Q2: 1,263 shares; 2025Q3: 1,462 shares; 2025Q4: 1,824 shares 1,824 $1.03M 0.17% +362 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: 11,422 shares; 2024Q4: 11,086 shares; 2025Q1: 11,635 shares; 2025Q2: 11,887 shares; 2025Q3: 13,615 shares; 2025Q4: 17,910 shares 17,910 $1.03M 0.17% +4,295 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM 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: 54,317 shares; 2025Q3: 60,545 shares; 2025Q4: 66,505 shares 66,505 $1.02M 0.17% +5,960 Timeline IQDG 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: 234,831 shares; 2024Q4: 72,318 shares; 2025Q1: 30,787 shares; 2025Q2: 54,233 shares; 2025Q3: 54,240 shares; 2025Q4: 24,626 shares 24,626 $1.02M 0.16% -29,614 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: 5,287 shares; 2024Q4: 4,880 shares; 2025Q1: 4,948 shares; 2025Q2: 8,444 shares; 2025Q3: 8,485 shares; 2025Q4: 8,153 shares 8,153 $1.02M 0.16% -332 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: 117 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,721 shares 15,721 $1.01M 0.16% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,577 shares 8,577 $1.01M 0.16% new Timeline WCMI 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: 123,449 shares; 2025Q1: 79,510 shares; 2025Q2: 136,110 shares; 2025Q3: 134,671 shares; 2025Q4: 59,332 shares 59,332 $1.01M 0.16% -75,339 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: not reported; 2025Q1: 11,940 shares; 2025Q2: 11,940 shares; 2025Q3: 13,075 shares; 2025Q4: 13,088 shares 13,088 $994K 0.16% +13 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: 66 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,372 shares; 2025Q3: 1,323 shares; 2025Q4: 1,495 shares 1,495 $977K 0.16% +172 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: 46,186 shares; 2024Q4: 21,305 shares; 2025Q1: 28,779 shares; 2025Q2: 25,789 shares; 2025Q3: 26,932 shares; 2025Q4: 9,958 shares 9,958 $974K 0.16% -16,974 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 6,913 shares; 2025Q1: 5,848 shares; 2025Q2: 6,474 shares; 2025Q3: 6,349 shares; 2025Q4: 4,788 shares 4,788 $972K 0.16% -1,561 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: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,396 shares; 2025Q3: 3,683 shares; 2025Q4: 4,639 shares 4,639 $966K 0.16% +956 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: 907 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 1,120 shares; 2025Q3: 1,205 shares; 2025Q4: 2,433 shares 2,433 $964K 0.16% +1,228 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: 456 shares; 2024Q4: 2,038 shares; 2025Q1: 2,334 shares; 2025Q2: 2,620 shares; 2025Q3: 3,168 shares; 2025Q4: 2,865 shares 2,865 $961K 0.15% -303 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: 12,795 shares; 2024Q4: 12,843 shares; 2025Q1: 13,187 shares; 2025Q2: 14,799 shares; 2025Q3: 16,888 shares; 2025Q4: 14,495 shares 14,495 $957K 0.15% -2,393 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,989 shares 24,989 $950K 0.15% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: 16,202 shares; 2025Q1: 13,661 shares; 2025Q2: 18,595 shares; 2025Q3: 8,930 shares; 2025Q4: 9,869 shares 9,869 $950K 0.15% +939 Timeline KVLE KRANESHARES TRUST More: the full row for KRANESHARES 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: 36,768 shares 36,768 $941K 0.15% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,851 shares; 2024Q4: 22,923 shares; 2025Q1: 15,050 shares; 2025Q2: 22,672 shares; 2025Q3: 22,397 shares; 2025Q4: 16,596 shares 16,596 $936K 0.15% -5,801 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: 481 shares; 2024Q4: 1,324 shares; 2025Q1: 1,255 shares; 2025Q2: 1,234 shares; 2025Q3: 1,160 shares; 2025Q4: 7,798 shares 7,798 $931K 0.15% +6,638 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: 7,227 shares; 2024Q4: 7,552 shares; 2025Q1: 7,623 shares; 2025Q2: 7,877 shares; 2025Q3: 8,001 shares; 2025Q4: 8,257 shares 8,257 $926K 0.15% +256 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,402 shares; 2025Q1: 1,076 shares; 2025Q2: 1,057 shares; 2025Q3: 2,033 shares; 2025Q4: 2,892 shares 2,892 $921K 0.15% +859 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: 1,057 shares; 2024Q4: 1,516 shares; 2025Q1: 1,629 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,937 shares 5,937 $919K 0.15% new 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: 10,415 shares; 2024Q4: 10,331 shares; 2025Q1: 13,796 shares; 2025Q2: 12,626 shares; 2025Q3: 12,716 shares; 2025Q4: 14,452 shares 14,452 $903K 0.15% +1,736 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,185 shares; 2024Q4: 18,271 shares; 2025Q1: 19,442 shares; 2025Q2: 20,717 shares; 2025Q3: 21,300 shares; 2025Q4: 19,557 shares 19,557 $893K 0.14% -1,743 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,997 shares; 2024Q4: 16,560 shares; 2025Q1: 10,685 shares; 2025Q2: 10,103 shares; 2025Q3: 11,472 shares; 2025Q4: 11,760 shares 11,760 $892K 0.14% +288 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,867 shares; 2024Q4: 25,646 shares; 2025Q1: 26,591 shares; 2025Q2: 20,279 shares; 2025Q3: 19,341 shares; 2025Q4: 19,651 shares 19,651 $887K 0.14% +310 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: 7,058 shares; 2024Q4: 6,761 shares; 2025Q1: 4,473 shares; 2025Q2: 4,784 shares; 2025Q3: 4,927 shares; 2025Q4: 4,388 shares 4,388 $856K 0.14% -539 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,382 shares; 2025Q1: 1,106 shares; 2025Q2: 1,173 shares; 2025Q3: 1,193 shares; 2025Q4: 1,253 shares 1,253 $855K 0.14% +60 Timeline TRTX TPG RE FIN TR INC More: the full row for TPG RE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,251 shares; 2024Q4: 105,045 shares; 2025Q1: 99,476 shares; 2025Q2: 100,229 shares; 2025Q3: 99,695 shares; 2025Q4: 99,079 shares 99,079 $853K 0.14% -616 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,168 shares 31,168 $848K 0.14% new 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: 37,846 shares; 2024Q4: 18,188 shares; 2025Q1: 18,449 shares; 2025Q2: 28,797 shares; 2025Q3: 28,905 shares; 2025Q4: 33,847 shares 33,847 $843K 0.14% +4,942 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: 2,679 shares; 2024Q4: 2,772 shares; 2025Q1: 3,330 shares; 2025Q2: 2,917 shares; 2025Q3: 3,104 shares; 2025Q4: 3,457 shares 3,457 $838K 0.14% +353 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,162 shares; 2024Q4: 12,038 shares; 2025Q1: 12,735 shares; 2025Q2: 11,972 shares; 2025Q3: 12,714 shares; 2025Q4: 13,792 shares 13,792 $829K 0.13% +1,078 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,395 shares; 2025Q3: 16,642 shares; 2025Q4: 16,822 shares 16,822 $827K 0.13% +180 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: 3,277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,069 shares 11,069 $814K 0.13% new Timeline PWRD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,950 shares; 2025Q4: 8,450 shares 8,450 $813K 0.13% +3,500 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: 1,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,135 shares 10,135 $804K 0.13% new 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: 11 shares; 2024Q4: 3,191 shares; 2025Q1: 3,173 shares; 2025Q2: 2,854 shares; 2025Q3: 2,680 shares; 2025Q4: 4,752 shares 4,752 $797K 0.13% +2,072 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,503 shares; 2024Q4: 15,169 shares; 2025Q1: 13,672 shares; 2025Q2: 15,264 shares; 2025Q3: 15,617 shares; 2025Q4: 15,660 shares 15,660 $795K 0.13% +43 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: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,108 shares 5,108 $792K 0.13% new 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: 3,427 shares; 2024Q4: 3,359 shares; 2025Q1: 3,291 shares; 2025Q2: 2,076 shares; 2025Q3: 2,369 shares; 2025Q4: 2,394 shares 2,394 $790K 0.13% +25 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: 4,741 shares; 2024Q4: 5,809 shares; 2025Q1: 6,455 shares; 2025Q2: 7,040 shares; 2025Q3: 7,895 shares; 2025Q4: 8,593 shares 8,593 $790K 0.13% +698 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,346 shares; 2025Q4: 3,465 shares 3,465 $789K 0.13% -1,881 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER 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: 37,459 shares 37,459 $789K 0.13% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 492 shares; 2025Q1: 557 shares; 2025Q2: 8,251 shares; 2025Q3: 8,206 shares; 2025Q4: 8,552 shares 8,552 $780K 0.13% +346 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,002 shares 10,002 $779K 0.13% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,870 shares 11,870 $776K 0.13% new Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,913 shares; 2024Q4: 84,197 shares; 2025Q1: 83,276 shares; 2025Q2: 84,941 shares; 2025Q3: 83,913 shares; 2025Q4: 72,875 shares 72,875 $765K 0.12% -11,038 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 1,016 shares; 2025Q1: 1,185 shares; 2025Q2: 1,289 shares; 2025Q3: 1,321 shares; 2025Q4: 1,337 shares 1,337 $762K 0.12% +16 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: 21,999 shares; 2024Q4: 22,094 shares; 2025Q1: 12,778 shares; 2025Q2: 12,795 shares; 2025Q3: 12,866 shares; 2025Q4: 14,582 shares 14,582 $755K 0.12% +1,716 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $755K 0.12% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,151 shares 10,151 $753K 0.12% new 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: 5,191 shares; 2024Q4: 4,990 shares; 2025Q1: 3,401 shares; 2025Q2: 3,327 shares; 2025Q3: 3,327 shares; 2025Q4: 3,476 shares 3,476 $737K 0.12% +149 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC 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: 39,724 shares; 2025Q3: 45,330 shares; 2025Q4: 47,694 shares 47,694 $731K 0.12% +2,364 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,173 shares; 2025Q1: 1,302 shares; 2025Q2: 962 shares; 2025Q3: 895 shares; 2025Q4: 2,563 shares 2,563 $731K 0.12% +1,668 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: 4,202 shares; 2024Q4: 2,330 shares; 2025Q1: 2,377 shares; 2025Q2: 2,330 shares; 2025Q3: 2,374 shares; 2025Q4: 1,711 shares 1,711 $730K 0.12% -663 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,461 shares; 2024Q4: 7,401 shares; 2025Q1: 7,279 shares; 2025Q2: 7,267 shares; 2025Q3: 7,239 shares; 2025Q4: 7,474 shares 7,474 $720K 0.12% +235 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: 8,973 shares; 2024Q4: 8,992 shares; 2025Q1: 8,099 shares; 2025Q2: 8,393 shares; 2025Q3: 8,393 shares; 2025Q4: 8,566 shares 8,566 $717K 0.12% +173 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,872 shares; 2025Q1: 3,182 shares; 2025Q2: 2,413 shares; 2025Q3: 2,588 shares; 2025Q4: 4,160 shares 4,160 $712K 0.11% +1,572 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,620 shares; 2025Q1: 1,678 shares; 2025Q2: 1,710 shares; 2025Q3: 1,761 shares; 2025Q4: 2,105 shares 2,105 $711K 0.11% +344 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 4,094 shares; 2025Q1: 4,487 shares; 2025Q2: 4,751 shares; 2025Q3: 4,862 shares; 2025Q4: 4,368 shares 4,368 $706K 0.11% -494 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 4,680 shares; 2025Q1: 4,206 shares; 2025Q2: 3,714 shares; 2025Q3: 2,576 shares; 2025Q4: 2,258 shares 2,258 $705K 0.11% -318 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,776 shares 19,776 $702K 0.11% new 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: 3,525 shares; 2024Q4: 2,482 shares; 2025Q1: 2,189 shares; 2025Q2: 1,991 shares; 2025Q3: 1,796 shares; 2025Q4: 2,581 shares 2,581 $692K 0.11% +785 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 1,238 shares; 2025Q1: 1,443 shares; 2025Q2: 1,621 shares; 2025Q3: 1,710 shares; 2025Q4: 2,407 shares 2,407 $691K 0.11% +697 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: 128 shares; 2024Q4: 474 shares; 2025Q1: 459 shares; 2025Q2: 517 shares; 2025Q3: 530 shares; 2025Q4: 1,477 shares 1,477 $687K 0.11% +947 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: 3,611 shares; 2024Q4: 7,351 shares; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,321 shares; 2025Q4: 2,399 shares 2,399 $685K 0.11% +78 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 12,270 shares; 2025Q1: 8,174 shares; 2025Q2: not reported; 2025Q3: 46,013 shares; 2025Q4: 19,933 shares 19,933 $683K 0.11% -26,080 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 2,863 shares; 2025Q1: 2,959 shares; 2025Q2: 3,063 shares; 2025Q3: 2,989 shares; 2025Q4: 3,006 shares 3,006 $680K 0.11% +17 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,113 shares; 2025Q4: 15,903 shares 15,903 $679K 0.11% +12,790 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,394 shares; 2024Q4: 110,174 shares; 2025Q1: 111,589 shares; 2025Q2: 110,929 shares; 2025Q3: 110,314 shares; 2025Q4: 107,850 shares 107,850 $677K 0.11% -2,464 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: 33,556 shares; 2024Q4: 17,694 shares; 2025Q1: 18,288 shares; 2025Q2: 19,159 shares; 2025Q3: 19,145 shares; 2025Q4: 13,399 shares 13,399 $677K 0.11% -5,746 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 6,087 shares; 2025Q4: 11,076 shares 11,076 $674K 0.11% +4,989 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,531 shares 18,531 $671K 0.11% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 4,483 shares; 2025Q1: 4,794 shares; 2025Q2: 5,042 shares; 2025Q3: 5,745 shares; 2025Q4: 5,276 shares 5,276 $668K 0.11% -469 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 425 shares; 2025Q1: 361 shares; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 660 shares 660 $666K 0.11% +293 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,979 shares; 2024Q4: 15,204 shares; 2025Q1: 19,323 shares; 2025Q2: 9,796 shares; 2025Q3: 11,599 shares; 2025Q4: 7,581 shares 7,581 $661K 0.11% -4,018 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: 7,329 shares; 2024Q4: 8,836 shares; 2025Q1: 9,426 shares; 2025Q2: 9,775 shares; 2025Q3: 9,154 shares; 2025Q4: 8,217 shares 8,217 $660K 0.11% -937 Timeline FTLS 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: 45,211 shares; 2024Q4: 19,820 shares; 2025Q1: 18,057 shares; 2025Q2: 17,520 shares; 2025Q3: 22,311 shares; 2025Q4: 9,293 shares 9,293 $660K 0.11% -13,018 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,100 shares; 2025Q4: 12,460 shares 12,460 $659K 0.11% +4,360 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: 8,802 shares; 2024Q4: 8,962 shares; 2025Q1: 8,809 shares; 2025Q2: 8,919 shares; 2025Q3: 8,911 shares; 2025Q4: 8,922 shares 8,922 $656K 0.11% +11 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: not reported; 2025Q1: 6,754 shares; 2025Q2: 6,745 shares; 2025Q3: 4,733 shares; 2025Q4: 4,632 shares 4,632 $648K 0.1% -101 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 11,919 shares; 2025Q1: 11,919 shares; 2025Q2: 11,919 shares; 2025Q3: 11,919 shares; 2025Q4: 19,646 shares 19,646 $647K 0.1% +7,727 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: 990 shares; 2024Q4: 633 shares; 2025Q1: 791 shares; 2025Q2: 769 shares; 2025Q3: 762 shares; 2025Q4: 798 shares 798 $646K 0.1% +36 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,704 shares; 2025Q1: 3,401 shares; 2025Q2: 3,597 shares; 2025Q3: 3,962 shares; 2025Q4: 3,508 shares 3,508 $646K 0.1% -454 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: 7,687 shares; 2024Q4: 7,814 shares; 2025Q1: 8,276 shares; 2025Q2: 7,231 shares; 2025Q3: 6,095 shares; 2025Q4: 4,473 shares 4,473 $642K 0.1% -1,622 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: 7,413 shares; 2024Q4: 7,147 shares; 2025Q1: 6,275 shares; 2025Q2: 6,250 shares; 2025Q3: 7,170 shares; 2025Q4: 7,189 shares 7,189 $636K 0.1% +19 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: not reported; 2025Q1: 6,239 shares; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: 6,589 shares 6,589 $633K 0.1% +3,913 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,629 shares; 2025Q1: 1,633 shares; 2025Q2: 1,679 shares; 2025Q3: 1,681 shares; 2025Q4: 1,685 shares 1,685 $629K 0.1% +4 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 11,711 shares; 2025Q1: 13,044 shares; 2025Q2: 13,022 shares; 2025Q3: 13,117 shares; 2025Q4: 13,547 shares 13,547 $627K 0.1% +430 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,735 shares; 2025Q1: 1,981 shares; 2025Q2: 2,079 shares; 2025Q3: 2,070 shares; 2025Q4: 1,813 shares 1,813 $625K 0.1% -257 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 2,885 shares; 2025Q3: 2,982 shares; 2025Q4: 3,039 shares 3,039 $624K 0.1% +57 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 5,675 shares; 2025Q4: 5,425 shares 5,425 $624K 0.1% -250 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: 757 shares; 2024Q4: 1,033 shares; 2025Q1: 1,065 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,770 shares 1,770 $619K 0.1% +459 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,114 shares; 2025Q4: 3,123 shares 3,123 $618K 0.1% +9 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: 17,842 shares; 2024Q4: 8,161 shares; 2025Q1: 7,949 shares; 2025Q2: 8,005 shares; 2025Q3: 8,089 shares; 2025Q4: 8,269 shares 8,269 $612K 0.1% +180 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: 10,457 shares; 2024Q4: 9,307 shares; 2025Q1: 8,349 shares; 2025Q2: 8,950 shares; 2025Q3: 8,450 shares; 2025Q4: 8,558 shares 8,558 $611K 0.1% +108 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: 3,762 shares; 2024Q4: not reported; 2025Q1: 1,779 shares; 2025Q2: 1,750 shares; 2025Q3: 1,762 shares; 2025Q4: 2,373 shares 2,373 $610K 0.1% +611 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,653 shares 8,653 $609K 0.1% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,654 shares 2,654 $605K 0.1% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,270 shares; 2025Q1: 1,017 shares; 2025Q2: 950 shares; 2025Q3: 912 shares; 2025Q4: 801 shares 801 $604K 0.1% -111 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,638 shares; 2025Q4: 7,159 shares 7,159 $599K 0.1% +4,521 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: 2,292 shares; 2024Q4: 1,764 shares; 2025Q1: 1,683 shares; 2025Q2: 1,444 shares; 2025Q3: 5,535 shares; 2025Q4: 2,703 shares 2,703 $594K 0.1% -2,832 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 3,298 shares; 2025Q1: 3,739 shares; 2025Q2: 4,186 shares; 2025Q3: 4,790 shares; 2025Q4: 4,924 shares 4,924 $590K 0.1% +134 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 3,784 shares; 2025Q1: 4,832 shares; 2025Q2: 5,499 shares; 2025Q3: 6,456 shares; 2025Q4: 6,831 shares 6,831 $584K 0.09% +375 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,520 shares 7,520 $584K 0.09% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,560 shares; 2025Q1: 1,716 shares; 2025Q2: 1,830 shares; 2025Q3: 1,922 shares; 2025Q4: 2,004 shares 2,004 $582K 0.09% +82 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: 317 shares; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 537 shares; 2025Q3: 587 shares; 2025Q4: 477 shares 477 $580K 0.09% -110 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,452 shares; 2024Q4: 44,938 shares; 2025Q1: 45,680 shares; 2025Q2: 45,569 shares; 2025Q3: 45,569 shares; 2025Q4: 46,405 shares 46,405 $577K 0.09% +836 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: 48,125 shares; 2024Q4: 24,875 shares; 2025Q1: 24,124 shares; 2025Q2: 21,870 shares; 2025Q3: 20,654 shares; 2025Q4: 9,597 shares 9,597 $575K 0.09% -11,057 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,929 shares; 2024Q4: 97,358 shares; 2025Q1: 97,176 shares; 2025Q2: 95,820 shares; 2025Q3: 93,931 shares; 2025Q4: 93,211 shares 93,211 $575K 0.09% -720 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,878 shares 10,878 $575K 0.09% new Timeline HDMV 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: 215,395 shares; 2024Q4: 44,232 shares; 2025Q1: 40,399 shares; 2025Q2: 32,351 shares; 2025Q3: 39,847 shares; 2025Q4: 16,227 shares 16,227 $573K 0.09% -23,620 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: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,140 shares; 2025Q2: 9,106 shares; 2025Q3: 9,725 shares; 2025Q4: 5,761 shares 5,761 $572K 0.09% -3,964 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 3,519 shares; 2025Q1: 3,414 shares; 2025Q2: 6,704 shares; 2025Q3: 6,931 shares; 2025Q4: 3,940 shares 3,940 $570K 0.09% -2,991 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,957 shares; 2025Q3: 2,769 shares; 2025Q4: 2,490 shares 2,490 $570K 0.09% -279 Timeline GAL 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: 97,047 shares; 2024Q4: 42,529 shares; 2025Q1: 40,314 shares; 2025Q2: 37,160 shares; 2025Q3: 29,417 shares; 2025Q4: 11,321 shares 11,321 $560K 0.09% -18,096 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,999 shares 1,999 $558K 0.09% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,037 shares 16,037 $553K 0.09% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,447 shares; 2024Q4: 4,827 shares; 2025Q1: 8,832 shares; 2025Q2: 8,983 shares; 2025Q3: 9,220 shares; 2025Q4: 2,828 shares 2,828 $550K 0.09% -6,392 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968 shares; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 836 shares; 2025Q4: 2,232 shares 2,232 $549K 0.09% +1,396 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: not reported; 2025Q1: 2,437 shares; 2025Q2: 2,623 shares; 2025Q3: 2,761 shares; 2025Q4: 1,990 shares 1,990 $548K 0.09% -771 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 2,430 shares; 2025Q1: 2,361 shares; 2025Q2: 2,351 shares; 2025Q3: 2,199 shares; 2025Q4: 2,081 shares 2,081 $546K 0.09% -118 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,611 shares; 2025Q1: 9,278 shares; 2025Q2: 9,160 shares; 2025Q3: 9,012 shares; 2025Q4: 7,990 shares 7,990 $546K 0.09% -1,022 Timeline GOVT 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: 46,214 shares; 2024Q4: 20,825 shares; 2025Q1: 20,267 shares; 2025Q2: 20,647 shares; 2025Q3: 22,991 shares; 2025Q4: 23,679 shares 23,679 $545K 0.09% +688 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: not reported; 2024Q4: not reported; 2025Q1: 5,918 shares; 2025Q2: 5,918 shares; 2025Q3: 6,220 shares; 2025Q4: 11,409 shares 11,409 $542K 0.09% +5,189 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 4,165 shares; 2025Q1: 3,881 shares; 2025Q2: 3,751 shares; 2025Q3: 4,084 shares; 2025Q4: 4,864 shares 4,864 $536K 0.09% +780 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,806 shares; 2024Q4: 18,748 shares; 2025Q1: 18,379 shares; 2025Q2: 19,230 shares; 2025Q3: 20,167 shares; 2025Q4: 17,881 shares 17,881 $534K 0.09% -2,286 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: 6,312 shares; 2024Q4: 5,470 shares; 2025Q1: 5,449 shares; 2025Q2: 5,682 shares; 2025Q3: 4,872 shares; 2025Q4: 4,669 shares 4,669 $531K 0.09% -203 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,716 shares 11,716 $531K 0.09% new 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: 33 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,509 shares 1,509 $530K 0.09% new 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: 5,415 shares; 2024Q4: 5,302 shares; 2025Q1: 5,150 shares; 2025Q2: 6,346 shares; 2025Q3: 6,435 shares; 2025Q4: 6,341 shares 6,341 $526K 0.08% -94 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,164 shares; 2024Q4: 7,342 shares; 2025Q1: 6,699 shares; 2025Q2: 7,022 shares; 2025Q3: 6,957 shares; 2025Q4: 7,200 shares 7,200 $519K 0.08% +243 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: 1,853 shares 1,853 $517K 0.08% +1,214 Timeline BIL 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: 12,047 shares; 2024Q4: 3,351 shares; 2025Q1: 2,343 shares; 2025Q2: 4,475 shares; 2025Q3: 4,985 shares; 2025Q4: 5,606 shares 5,606 $512K 0.08% +621 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 14,787 shares 14,787 $508K 0.08% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 1,686 shares; 2025Q4: 2,039 shares 2,039 $506K 0.08% +353 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD 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: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 70,000 shares; 2025Q4: 30,000 shares 30,000 $495K 0.08% -40,000 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 5,862 shares; 2025Q1: 6,562 shares; 2025Q2: 5,828 shares; 2025Q3: 6,399 shares; 2025Q4: 6,075 shares 6,075 $494K 0.08% -324 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 5,912 shares; 2025Q1: 6,558 shares; 2025Q2: 6,662 shares; 2025Q3: 7,194 shares; 2025Q4: 7,343 shares 7,343 $494K 0.08% +149 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 8,043 shares; 2025Q1: 9,491 shares; 2025Q2: 10,410 shares; 2025Q3: 11,066 shares; 2025Q4: 11,933 shares 11,933 $493K 0.08% +867 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,351 shares; 2024Q4: 9,843 shares; 2025Q1: 10,689 shares; 2025Q2: 10,804 shares; 2025Q3: 11,121 shares; 2025Q4: 11,681 shares 11,681 $492K 0.08% +560 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: 1,441 shares; 2024Q4: 1,582 shares; 2025Q1: 1,530 shares; 2025Q2: 1,501 shares; 2025Q3: 1,778 shares; 2025Q4: 1,461 shares 1,461 $492K 0.08% -317 Timeline SMLF 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: 6,159 shares; 2025Q2: 6,288 shares; 2025Q3: 6,354 shares; 2025Q4: 6,590 shares 6,590 $492K 0.08% +236 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: 1,775 shares; 2024Q4: 1,884 shares; 2025Q1: 1,255 shares; 2025Q2: 1,379 shares; 2025Q3: not reported; 2025Q4: 2,333 shares 2,333 $491K 0.08% new Timeline FALN 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: 11,469 shares; 2024Q4: 13,269 shares; 2025Q1: 14,319 shares; 2025Q2: 14,469 shares; 2025Q3: 15,026 shares; 2025Q4: 17,831 shares 17,831 $487K 0.08% +2,805 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,878 shares; 2024Q4: 38,697 shares; 2025Q1: 34,233 shares; 2025Q2: 29,712 shares; 2025Q3: 27,450 shares; 2025Q4: 11,696 shares 11,696 $487K 0.08% -15,754 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,818 shares; 2025Q4: 2,966 shares 2,966 $481K 0.08% +1,148 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: 8,113 shares; 2024Q4: not reported; 2025Q1: 4,186 shares; 2025Q2: not reported; 2025Q3: 3,864 shares; 2025Q4: 3,560 shares 3,560 $472K 0.08% -304 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,093 shares; 2024Q4: 35,712 shares; 2025Q1: 34,564 shares; 2025Q2: 34,564 shares; 2025Q3: 34,564 shares; 2025Q4: 34,804 shares 34,804 $472K 0.08% +240 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 6,401 shares; 2025Q1: 5,382 shares; 2025Q2: not reported; 2025Q3: 5,234 shares; 2025Q4: 4,528 shares 4,528 $472K 0.08% -706 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 2,270 shares; 2025Q1: 1,880 shares; 2025Q2: 2,211 shares; 2025Q3: 2,363 shares; 2025Q4: 2,537 shares 2,537 $471K 0.08% +174 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: 1,693 shares; 2024Q4: 1,622 shares; 2025Q1: 1,664 shares; 2025Q2: 1,931 shares; 2025Q3: 2,539 shares; 2025Q4: 2,413 shares 2,413 $468K 0.08% -126 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,046 shares; 2025Q2: 9,296 shares; 2025Q3: 9,163 shares; 2025Q4: 9,009 shares 9,009 $465K 0.08% -154 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: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,310 shares 6,310 $465K 0.08% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 7,988 shares; 2025Q1: 7,688 shares; 2025Q2: 7,688 shares; 2025Q3: 7,688 shares; 2025Q4: 7,688 shares 7,688 $464K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 13,000 shares; 2025Q2: 15,200 shares; 2025Q3: 44,875 shares; 2025Q4: 34,875 shares 34,875 $463K 0.07% -10,000 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: 3,306 shares; 2024Q4: 3,218 shares; 2025Q1: 3,088 shares; 2025Q2: 5,969 shares; 2025Q3: 3,238 shares; 2025Q4: 4,570 shares 4,570 $461K 0.07% +1,332 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,350 shares; 2025Q1: 1,791 shares; 2025Q2: 1,903 shares; 2025Q3: 1,848 shares; 2025Q4: 1,897 shares 1,897 $461K 0.07% +49 Timeline JIG 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: 6,277 shares 6,277 $460K 0.07% new 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: 8,497 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,079 shares; 2025Q3: 3,264 shares; 2025Q4: 3,558 shares 3,558 $454K 0.07% +294 Timeline VV 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: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,436 shares 1,436 $452K 0.07% new 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: 7,521 shares; 2024Q4: 4,508 shares; 2025Q1: 4,121 shares; 2025Q2: 3,646 shares; 2025Q3: 3,565 shares; 2025Q4: 3,658 shares 3,658 $450K 0.07% +93 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: 7,873 shares; 2024Q4: 9,160 shares; 2025Q1: 9,219 shares; 2025Q2: 9,513 shares; 2025Q3: 11,204 shares; 2025Q4: 12,892 shares 12,892 $448K 0.07% +1,688 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,699 shares; 2025Q1: 3,016 shares; 2025Q2: 3,081 shares; 2025Q3: 2,798 shares; 2025Q4: 2,600 shares 2,600 $441K 0.07% -198 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: 136 shares; 2024Q4: 327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 664 shares 664 $440K 0.07% +342 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: 15,590 shares; 2024Q4: 16,430 shares; 2025Q1: 16,062 shares; 2025Q2: 16,763 shares; 2025Q3: 17,131 shares; 2025Q4: 15,911 shares 15,911 $437K 0.07% -1,220 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: 17,845 shares; 2024Q4: 24,137 shares; 2025Q1: 19,171 shares; 2025Q2: 10,956 shares; 2025Q3: 13,637 shares; 2025Q4: 4,537 shares 4,537 $436K 0.07% -9,100 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,566 shares 9,566 $434K 0.07% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 3,914 shares; 2025Q1: 5,214 shares; 2025Q2: 4,584 shares; 2025Q3: 4,918 shares; 2025Q4: 4,218 shares 4,218 $434K 0.07% -700 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: 348 shares; 2024Q4: 1,236 shares; 2025Q1: 1,312 shares; 2025Q2: 1,219 shares; 2025Q3: 1,356 shares; 2025Q4: 1,405 shares 1,405 $433K 0.07% +49 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 2,933 shares; 2025Q1: not reported; 2025Q2: 6,285 shares; 2025Q3: 6,921 shares; 2025Q4: 5,776 shares 5,776 $430K 0.07% -1,145 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,537 shares; 2024Q4: 14,206 shares; 2025Q1: 7,160 shares; 2025Q2: 7,160 shares; 2025Q3: 7,034 shares; 2025Q4: 7,021 shares 7,021 $429K 0.07% -13 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 3,435 shares; 2025Q4: 3,171 shares 3,171 $429K 0.07% -264 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,373 shares; 2025Q1: 2,078 shares; 2025Q2: 2,072 shares; 2025Q3: 1,947 shares; 2025Q4: 2,141 shares 2,141 $428K 0.07% +194 Timeline TQQQ 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: 4,182 shares; 2024Q4: 4,023 shares; 2025Q1: 4,355 shares; 2025Q2: 4,442 shares; 2025Q3: 4,287 shares; 2025Q4: 8,103 shares 8,103 $427K 0.07% +3,816 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,319 shares; 2024Q4: 8,068 shares; 2025Q1: 8,545 shares; 2025Q2: 8,642 shares; 2025Q3: 8,728 shares; 2025Q4: 9,057 shares 9,057 $424K 0.07% +329 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT 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: 15,740 shares; 2025Q3: 16,305 shares; 2025Q4: 21,957 shares 21,957 $424K 0.07% +5,652 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: 9,857 shares; 2024Q4: 9,520 shares; 2025Q1: 8,514 shares; 2025Q2: 8,454 shares; 2025Q3: 5,782 shares; 2025Q4: 2,645 shares 2,645 $423K 0.07% -3,137 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,075 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $421K 0.07% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 8,526 shares; 2025Q1: 9,486 shares; 2025Q2: 10,489 shares; 2025Q3: 11,469 shares; 2025Q4: 11,992 shares 11,992 $420K 0.07% +523 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,293 shares; 2025Q1: 2,849 shares; 2025Q2: 2,594 shares; 2025Q3: 2,374 shares; 2025Q4: 3,201 shares 3,201 $419K 0.07% +827 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: 1,886 shares; 2024Q4: 1,221 shares; 2025Q1: 1,156 shares; 2025Q2: 1,121 shares; 2025Q3: 2,049 shares; 2025Q4: 2,381 shares 2,381 $418K 0.07% +332 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,656 shares; 2025Q1: 1,583 shares; 2025Q2: 1,582 shares; 2025Q3: 1,537 shares; 2025Q4: 2,572 shares 2,572 $417K 0.07% +1,035 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 4,479 shares; 2025Q1: 4,914 shares; 2025Q2: 4,433 shares; 2025Q3: 4,278 shares; 2025Q4: 5,821 shares 5,821 $416K 0.07% +1,543 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,254 shares; 2024Q4: 9,657 shares; 2025Q1: 8,191 shares; 2025Q2: not reported; 2025Q3: 11,376 shares; 2025Q4: 10,149 shares 10,149 $407K 0.07% -1,227 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 4,850 shares; 2025Q1: 4,800 shares; 2025Q2: 4,900 shares; 2025Q3: 4,850 shares; 2025Q4: 4,700 shares 4,700 $407K 0.07% -150 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: 3,145 shares; 2024Q4: 4,852 shares; 2025Q1: 1,173 shares; 2025Q2: 1,307 shares; 2025Q3: 1,366 shares; 2025Q4: 1,404 shares 1,404 $405K 0.07% +38 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,883 shares; 2024Q4: 82,340 shares; 2025Q1: 77,502 shares; 2025Q2: 33,397 shares; 2025Q3: 32,852 shares; 2025Q4: 34,548 shares 34,548 $405K 0.07% +1,696 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,065 shares 6,065 $405K 0.07% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,855 shares; 2025Q3: 5,855 shares; 2025Q4: 5,812 shares 5,812 $404K 0.07% -43 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,864 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,886 shares; 2025Q4: 6,164 shares 6,164 $401K 0.06% +3,278 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $399K 0.06% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,825 shares 9,825 $396K 0.06% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,731 shares; 2025Q2: 3,948 shares; 2025Q3: not reported; 2025Q4: 2,462 shares 2,462 $396K 0.06% new 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: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 715 shares 715 $395K 0.06% +350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,761 shares; 2025Q3: 1,751 shares; 2025Q4: 3,028 shares 3,028 $391K 0.06% +1,277 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: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,222 shares 7,222 $388K 0.06% new 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: 140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 572 shares 572 $385K 0.06% +57 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,784 shares; 2025Q4: 77,378 shares 77,378 $385K 0.06% +41,594 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 5,580 shares; 2025Q1: 5,490 shares; 2025Q2: 4,444 shares; 2025Q3: 4,567 shares; 2025Q4: 4,325 shares 4,325 $384K 0.06% -242 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,635 shares 8,635 $383K 0.06% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 4,858 shares 4,858 $382K 0.06% +59 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,775 shares 8,775 $381K 0.06% new Timeline XSOE 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: 10,767 shares; 2024Q4: 10,047 shares; 2025Q1: 9,796 shares; 2025Q2: 9,773 shares; 2025Q3: 9,773 shares; 2025Q4: 9,750 shares 9,750 $380K 0.06% -23 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: 2,806 shares; 2024Q4: 1,038 shares; 2025Q1: 1,018 shares; 2025Q2: 1,226 shares; 2025Q3: 2,676 shares; 2025Q4: 1,084 shares 1,084 $380K 0.06% -1,592 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,051 shares; 2024Q4: 22,924 shares; 2025Q1: 21,462 shares; 2025Q2: 21,813 shares; 2025Q3: 21,907 shares; 2025Q4: 21,848 shares 21,848 $379K 0.06% -59 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: 4,886 shares; 2024Q4: 2,002 shares; 2025Q1: 2,127 shares; 2025Q2: 2,188 shares; 2025Q3: 2,246 shares; 2025Q4: 2,324 shares 2,324 $378K 0.06% +78 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: 1,417 shares; 2024Q4: 1,358 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares 1,252 $377K 0.06% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 720 shares; 2025Q1: 714 shares; 2025Q2: 632 shares; 2025Q3: 717 shares; 2025Q4: 843 shares 843 $375K 0.06% +126 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,534 shares 4,534 $370K 0.06% new 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: 110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,541 shares 2,541 $365K 0.06% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,558 shares; 2025Q4: 1,675 shares 1,675 $360K 0.06% +117 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 3,890 shares; 2025Q1: 3,452 shares; 2025Q2: 3,676 shares; 2025Q3: 3,729 shares; 2025Q4: 3,401 shares 3,401 $359K 0.06% -328 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 6,187 shares; 2025Q1: 5,732 shares; 2025Q2: 4,942 shares; 2025Q3: 5,045 shares; 2025Q4: 5,161 shares 5,161 $357K 0.06% +116 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,177 shares; 2025Q3: 5,845 shares; 2025Q4: 6,289 shares 6,289 $356K 0.06% +444 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 3,602 shares; 2025Q1: 3,271 shares; 2025Q2: 3,089 shares; 2025Q3: 2,914 shares; 2025Q4: 2,172 shares 2,172 $355K 0.06% -742 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,177 shares; 2025Q1: 3,229 shares; 2025Q2: 3,371 shares; 2025Q3: 3,858 shares; 2025Q4: 3,737 shares 3,737 $354K 0.06% -121 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,519 shares; 2025Q4: 5,247 shares 5,247 $353K 0.06% -1,272 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 2,261 shares; 2025Q1: 2,617 shares; 2025Q2: 2,598 shares; 2025Q3: 2,974 shares; 2025Q4: 3,007 shares 3,007 $353K 0.06% +33 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 4,660 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares 4,660 $352K 0.06% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 2,363 shares; 2025Q1: 2,393 shares; 2025Q2: 2,178 shares; 2025Q3: 2,270 shares; 2025Q4: 2,268 shares 2,268 $351K 0.06% -2 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,762 shares; 2025Q2: 6,008 shares; 2025Q3: 3,087 shares; 2025Q4: 1,939 shares 1,939 $350K 0.06% -1,148 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 15,196 shares; 2025Q4: 14,611 shares 14,611 $349K 0.06% -585 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 1,820 shares; 2025Q3: 1,547 shares; 2025Q4: 1,693 shares 1,693 $347K 0.06% +146 Timeline CLOU 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: not reported; 2025Q4: 15,277 shares 15,277 $346K 0.06% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,480 shares; 2024Q4: 25,658 shares; 2025Q1: 25,740 shares; 2025Q2: 43,299 shares; 2025Q3: 37,753 shares; 2025Q4: 20,021 shares 20,021 $345K 0.06% -17,732 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 2,166 shares; 2025Q1: 2,279 shares; 2025Q2: 2,425 shares; 2025Q3: 1,685 shares; 2025Q4: 1,605 shares 1,605 $345K 0.06% -80 Timeline IGF 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: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,616 shares 5,616 $345K 0.06% new Timeline NUSC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,718 shares 7,718 $345K 0.06% new Timeline IBDV 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: 9,350 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares 15,600 $344K 0.06% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 14,550 shares; 2025Q1: 14,550 shares; 2025Q2: 14,550 shares; 2025Q3: 14,550 shares; 2025Q4: 14,550 shares 14,550 $340K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,043 shares; 2025Q3: 1,114 shares; 2025Q4: 1,339 shares 1,339 $339K 0.05% +225 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,050 shares 11,050 $337K 0.05% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,676 shares 3,676 $332K 0.05% new 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: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 1,048 shares; 2025Q2: 1,076 shares; 2025Q3: 1,072 shares; 2025Q4: 1,070 shares 1,070 $332K 0.05% -2 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 5,197 shares; 2025Q1: 4,367 shares; 2025Q2: 3,821 shares; 2025Q3: 3,623 shares; 2025Q4: 3,656 shares 3,656 $332K 0.05% +33 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: 3,844 shares; 2024Q4: 2,321 shares; 2025Q1: 912 shares; 2025Q2: 916 shares; 2025Q3: 1,991 shares; 2025Q4: 1,023 shares 1,023 $332K 0.05% -968 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,476 shares 5,476 $329K 0.05% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 9,715 shares; 2025Q1: 6,142 shares; 2025Q2: 5,864 shares; 2025Q3: 6,098 shares; 2025Q4: 8,370 shares 8,370 $322K 0.05% +2,272 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,609 shares 5,609 $322K 0.05% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,873 shares; 2025Q2: 17,173 shares; 2025Q3: 20,954 shares; 2025Q4: 21,394 shares 21,394 $317K 0.05% +440 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,563 shares; 2025Q1: 4,478 shares; 2025Q2: 4,488 shares; 2025Q3: 4,483 shares; 2025Q4: 4,274 shares 4,274 $315K 0.05% -209 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,531 shares; 2025Q4: 1,954 shares 1,954 $315K 0.05% +423 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,428 shares; 2025Q3: 6,266 shares; 2025Q4: 6,324 shares 6,324 $312K 0.05% +58 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 9,325 shares 9,325 $311K 0.05% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 984 shares; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,044 shares; 2025Q4: 1,043 shares 1,043 $306K 0.05% -1 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: 9,899 shares; 2024Q4: 8,132 shares; 2025Q1: 7,975 shares; 2025Q2: 8,122 shares; 2025Q3: 8,497 shares; 2025Q4: 6,382 shares 6,382 $305K 0.05% -2,115 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,293 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares 2,837 $303K 0.05% new Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,317 shares 12,317 $302K 0.05% new Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,318 shares 4,318 $301K 0.05% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 4,592 shares; 2025Q2: 4,484 shares; 2025Q3: 4,372 shares; 2025Q4: 4,156 shares 4,156 $301K 0.05% -216 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 900 shares; 2025Q4: 518 shares 518 $301K 0.05% -382 Timeline GWX 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: 104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,293 shares 7,293 $298K 0.05% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,648 shares; 2025Q1: 1,563 shares; 2025Q2: 1,428 shares; 2025Q3: 1,144 shares; 2025Q4: 1,025 shares 1,025 $297K 0.05% -119 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 859 shares; 2025Q1: not reported; 2025Q2: 860 shares; 2025Q3: 868 shares; 2025Q4: 937 shares 937 $293K 0.05% +69 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,664 shares; 2025Q2: 4,794 shares; 2025Q3: 4,794 shares; 2025Q4: 6,554 shares 6,554 $292K 0.05% +1,760 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 3,365 shares; 2025Q1: 3,393 shares; 2025Q2: 1,262 shares; 2025Q3: 1,243 shares; 2025Q4: 1,390 shares 1,390 $290K 0.05% +147 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 654 shares; 2025Q1: 538 shares; 2025Q2: 351 shares; 2025Q3: 338 shares; 2025Q4: 330 shares 330 $290K 0.05% -8 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,743 shares; 2025Q3: 4,117 shares; 2025Q4: 4,328 shares 4,328 $290K 0.05% +211 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,334 shares; 2025Q1: 3,108 shares; 2025Q2: 3,057 shares; 2025Q3: 2,800 shares; 2025Q4: 2,662 shares 2,662 $289K 0.05% -138 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,657 shares; 2024Q4: 9,947 shares; 2025Q1: 9,947 shares; 2025Q2: 9,649 shares; 2025Q3: 10,867 shares; 2025Q4: 14,264 shares 14,264 $289K 0.05% +3,397 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,967 shares; 2025Q1: 4,745 shares; 2025Q2: not reported; 2025Q3: 5,048 shares; 2025Q4: 5,272 shares 5,272 $288K 0.05% +224 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 5,307 shares; 2025Q1: 4,623 shares; 2025Q2: 4,194 shares; 2025Q3: 4,127 shares; 2025Q4: 6,241 shares 6,241 $286K 0.05% +2,114 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 9,288 shares; 2025Q1: 10,688 shares; 2025Q2: 10,988 shares; 2025Q3: 11,488 shares; 2025Q4: 11,488 shares 11,488 $286K 0.05% 0 Timeline EBIZ 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: not reported; 2025Q4: 8,742 shares 8,742 $284K 0.05% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,694 shares; 2025Q3: 13,704 shares; 2025Q4: 13,716 shares 13,716 $283K 0.05% +12 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: 11,095 shares; 2024Q4: 7,491 shares; 2025Q1: 12,167 shares; 2025Q2: 2,827 shares; 2025Q3: 3,263 shares; 2025Q4: 3,580 shares 3,580 $283K 0.05% +317 Timeline 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: 251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: not reported; 2025Q4: 1,137 shares 1,137 $281K 0.05% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 1,233 shares 1,233 $281K 0.05% -195 Timeline BUFQ 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: 10,044 shares; 2025Q1: 10,451 shares; 2025Q2: 7,349 shares; 2025Q3: 7,349 shares; 2025Q4: 7,800 shares 7,800 $280K 0.05% +451 Timeline SEPI SCM TRUST More: the full row for SCM 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: 10,550 shares 10,550 $278K 0.04% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares 747 $276K 0.04% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 2,470 shares; 2025Q1: 2,749 shares; 2025Q2: 3,057 shares; 2025Q3: 3,212 shares; 2025Q4: 3,479 shares 3,479 $276K 0.04% +267 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: 2,316 shares; 2024Q4: not reported; 2025Q1: 4,443 shares; 2025Q2: 5,582 shares; 2025Q3: 4,747 shares; 2025Q4: 5,687 shares 5,687 $276K 0.04% +940 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: 500 shares; 2024Q4: 916 shares; 2025Q1: 780 shares; 2025Q2: 863 shares; 2025Q3: 888 shares; 2025Q4: 1,059 shares 1,059 $275K 0.04% +171 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 1,358 shares; 2025Q1: 1,446 shares; 2025Q2: 875 shares; 2025Q3: 946 shares; 2025Q4: 355 shares 355 $274K 0.04% -591 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: 1,142 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares 1,089 $274K 0.04% 0 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,487 shares; 2025Q4: 6,873 shares 6,873 $265K 0.04% +386 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,604 shares; 2025Q1: 8,607 shares; 2025Q2: 9,350 shares; 2025Q3: 8,826 shares; 2025Q4: 9,020 shares 9,020 $264K 0.04% +194 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1,868 shares; 2025Q1: 1,875 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,333 shares 2,333 $263K 0.04% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,375 shares; 2024Q4: 12,426 shares; 2025Q1: 19,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,765 shares 2,765 $263K 0.04% new Timeline DSI 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: 5,429 shares; 2024Q4: 4,744 shares; 2025Q1: 5,872 shares; 2025Q2: 1,804 shares; 2025Q3: 1,713 shares; 2025Q4: 2,036 shares 2,036 $262K 0.04% +323 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,982 shares; 2024Q4: 12,349 shares; 2025Q1: 10,700 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares; 2025Q4: 13,700 shares 13,700 $262K 0.04% 0 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 3,894 shares; 2025Q3: 4,076 shares; 2025Q4: 4,087 shares 4,087 $261K 0.04% +11 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,045 shares; 2025Q1: 1,916 shares; 2025Q2: 1,994 shares; 2025Q3: 1,252 shares; 2025Q4: 961 shares 961 $261K 0.04% -291 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: 7,969 shares; 2024Q4: 8,124 shares; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 1,719 shares; 2025Q4: 2,061 shares 2,061 $259K 0.04% +342 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: 932 shares; 2024Q4: 893 shares; 2025Q1: 915 shares; 2025Q2: 767 shares; 2025Q3: 749 shares; 2025Q4: 653 shares 653 $257K 0.04% -96 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,824 shares; 2024Q4: 16,094 shares; 2025Q1: 16,348 shares; 2025Q2: 13,561 shares; 2025Q3: 13,714 shares; 2025Q4: 10,102 shares 10,102 $256K 0.04% -3,612 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: 87,869 shares; 2024Q4: 75,687 shares; 2025Q1: 63,275 shares; 2025Q2: 36,155 shares; 2025Q3: not reported; 2025Q4: 5,065 shares 5,065 $255K 0.04% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares 1,535 $250K 0.04% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: not reported; 2025Q1: 2,331 shares; 2025Q2: 1,517 shares; 2025Q3: 1,589 shares; 2025Q4: 1,562 shares 1,562 $249K 0.04% -27 Timeline IVLU 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: 6,498 shares 6,498 $247K 0.04% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,348 shares; 2025Q4: 2,558 shares 2,558 $246K 0.04% +210 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: 316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,802 shares 3,802 $245K 0.04% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,665 shares 1,665 $244K 0.04% new Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,721 shares 5,721 $242K 0.04% new 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: 6,002 shares; 2024Q4: 3,389 shares; 2025Q1: 3,562 shares; 2025Q2: 3,348 shares; 2025Q3: 3,258 shares; 2025Q4: 3,291 shares 3,291 $242K 0.04% +33 Timeline RISN NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,633 shares; 2024Q4: not reported; 2025Q1: 9,455 shares; 2025Q2: 8,653 shares; 2025Q3: 8,126 shares; 2025Q4: 8,297 shares 8,297 $241K 0.04% +171 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,569 shares; 2025Q1: 3,484 shares; 2025Q2: 3,482 shares; 2025Q3: 3,305 shares; 2025Q4: 3,051 shares 3,051 $241K 0.04% -254 Timeline HYG 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: 7,052 shares; 2024Q4: 20,176 shares; 2025Q1: 12,316 shares; 2025Q2: 10,811 shares; 2025Q3: not reported; 2025Q4: 2,985 shares 2,985 $241K 0.04% new 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: 55 shares; 2024Q4: not reported; 2025Q1: 5,569 shares; 2025Q2: 5,763 shares; 2025Q3: 6,261 shares; 2025Q4: 2,179 shares 2,179 $240K 0.04% -4,082 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: 62,531 shares; 2024Q4: 67,914 shares; 2025Q1: 65,913 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,177 shares 4,177 $239K 0.04% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,392 shares 2,392 $239K 0.04% new 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: 1,566 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,670 shares; 2025Q4: 6,450 shares 6,450 $238K 0.04% -220 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares 645 $238K 0.04% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 6,993 shares; 2025Q1: 7,360 shares; 2025Q2: 7,485 shares; 2025Q3: 7,654 shares; 2025Q4: 7,956 shares 7,956 $237K 0.04% +302 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: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares 44 $236K 0.04% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,903 shares; 2025Q1: 1,927 shares; 2025Q2: 1,887 shares; 2025Q3: 1,926 shares; 2025Q4: 1,812 shares 1,812 $234K 0.04% -114 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares; 2025Q4: 1,284 shares 1,284 $234K 0.04% +61 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 2,297 shares; 2025Q1: 2,539 shares; 2025Q2: 2,346 shares; 2025Q3: 2,425 shares; 2025Q4: 2,595 shares 2,595 $234K 0.04% +170 Timeline IWV 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: 858 shares; 2024Q4: 860 shares; 2025Q1: 712 shares; 2025Q2: 674 shares; 2025Q3: not reported; 2025Q4: 603 shares 603 $233K 0.04% new 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: 3,422 shares; 2024Q4: 2,794 shares; 2025Q1: 2,796 shares; 2025Q2: 2,147 shares; 2025Q3: not reported; 2025Q4: 2,335 shares 2,335 $232K 0.04% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,130 shares 5,130 $227K 0.04% new Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,300 shares; 2025Q4: 4,224 shares 4,224 $225K 0.04% -76 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,577 shares; 2024Q4: 4,491 shares; 2025Q1: 5,097 shares; 2025Q2: 4,858 shares; 2025Q3: 4,902 shares; 2025Q4: 4,691 shares 4,691 $224K 0.04% -211 Timeline PNQI 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: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares 4,150 $224K 0.04% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 9,089 shares 9,089 $223K 0.04% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,909 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares 2,912 $220K 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 748 shares; 2025Q1: 602 shares; 2025Q2: 459 shares; 2025Q3: not reported; 2025Q4: 429 shares 429 $219K 0.04% new Timeline DMXF 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: 232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,911 shares 2,911 $219K 0.04% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 1,176 shares 1,176 $218K 0.04% +166 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,432 shares; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,770 shares; 2025Q4: 1,554 shares 1,554 $218K 0.04% -216 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares 2,034 $218K 0.04% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 1,736 shares; 2025Q1: 1,503 shares; 2025Q2: 1,333 shares; 2025Q3: 1,260 shares; 2025Q4: 1,247 shares 1,247 $216K 0.03% -13 Timeline IONQ IONQ INC More: the full row for IONQ 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: 4,031 shares; 2025Q4: 4,819 shares 4,819 $216K 0.03% +788 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: 165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,081 shares 4,081 $216K 0.03% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,744 shares; 2025Q4: 2,622 shares 2,622 $215K 0.03% -122 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: 8,839 shares; 2024Q4: 6,124 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,307 shares 4,307 $212K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares 1,060 $211K 0.03% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,291 shares 5,291 $209K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares 1,498 $207K 0.03% new Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,245 shares 7,245 $206K 0.03% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares 493 $206K 0.03% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 3,677 shares; 2025Q1: 3,772 shares; 2025Q2: 3,998 shares; 2025Q3: 2,928 shares; 2025Q4: 2,081 shares 2,081 $205K 0.03% -847 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,660 shares 2,660 $205K 0.03% new Timeline CMF 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: 3,550 shares; 2025Q4: 3,550 shares 3,550 $204K 0.03% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,034 shares 6,034 $204K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,614 shares; 2025Q4: 2,743 shares 2,743 $203K 0.03% +129 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 16,633 shares; 2025Q1: 15,221 shares; 2025Q2: 15,586 shares; 2025Q3: 18,085 shares; 2025Q4: 18,590 shares 18,590 $188K 0.03% +505 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD 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: 16,066 shares; 2025Q3: 17,606 shares; 2025Q4: 19,658 shares 19,658 $178K 0.03% +2,052 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,043 shares; 2025Q1: 11,003 shares; 2025Q2: 11,003 shares; 2025Q3: 11,003 shares; 2025Q4: 11,003 shares 11,003 $169K 0.03% 0 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,581 shares; 2024Q4: 325,684 shares; 2025Q1: 371,943 shares; 2025Q2: 391,943 shares; 2025Q3: 418,943 shares; 2025Q4: 395,943 shares 395,943 $166K 0.03% -23,000 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,375 shares; 2025Q4: 10,375 shares 10,375 $149K 0.02% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,906 shares; 2024Q4: 13,628 shares; 2025Q1: 13,000 shares; 2025Q2: 12,996 shares; 2025Q3: 12,996 shares; 2025Q4: 12,996 shares 12,996 $146K 0.02% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS 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: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $132K 0.02% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 12,127 shares; 2025Q1: 12,127 shares; 2025Q2: 12,127 shares; 2025Q3: 12,127 shares; 2025Q4: 12,127 shares 12,127 $129K 0.02% 0 Timeline DCH DAUCH CORP More: the full row for DAUCH 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: 15,012 shares; 2025Q2: 15,013 shares; 2025Q3: 15,013 shares; 2025Q4: 15,013 shares 15,013 $96.2K 0.02% 0 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY 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: 24,500 shares 24,500 $68.8K 0.01% new Timeline EXPEDIA GROUP INC EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $17.8K <0.01% 0 BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $16.4K <0.01% 0 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,835 shares; 2025Q1: 10,835 shares; 2025Q2: 10,835 shares; 2025Q3: 10,835 shares; 2025Q4: 10,835 shares 10,835 $12.4K <0.01% 0 Timeline