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: 233,338 shares; 2024Q4: 1,123,276 shares; 2025Q1: 1,238,873 shares; 2025Q2: 1,304,013 shares; 2025Q3: 1,985,360 shares; 2025Q4: 1,997,439 shares 1,997,439 $183M 4.46% +12,079 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: 285,248 shares; 2024Q4: 304,426 shares; 2025Q1: 307,352 shares; 2025Q2: 468,764 shares; 2025Q3: 527,188 shares; 2025Q4: 525,172 shares 525,172 $143M 3.49% -2,016 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,128,770 shares 5,128,770 $129M 3.15% new 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: 210,955 shares; 2024Q4: 226,090 shares; 2025Q1: 106,160 shares; 2025Q2: 321,574 shares; 2025Q3: 346,224 shares; 2025Q4: 721,891 shares 721,891 $104M 2.54% +375,667 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: 39,918 shares; 2024Q4: 95,320 shares; 2025Q1: 92,162 shares; 2025Q2: 69,225 shares; 2025Q3: 122,084 shares; 2025Q4: 129,349 shares 129,349 $88.6M 2.16% +7,265 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: 120,352 shares; 2024Q4: 130,777 shares; 2025Q1: 132,052 shares; 2025Q2: 132,144 shares; 2025Q3: 165,189 shares; 2025Q4: 170,254 shares 170,254 $82.3M 2.01% +5,065 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,856 shares; 2024Q4: 292,718 shares; 2025Q1: 299,570 shares; 2025Q2: 287,999 shares; 2025Q3: 348,836 shares; 2025Q4: 349,481 shares 349,481 $65.2M 1.59% +645 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,453 shares; 2024Q4: 501,912 shares; 2025Q1: 449,766 shares; 2025Q2: 495,140 shares; 2025Q3: 1,144,280 shares; 2025Q4: 1,145,269 shares 1,145,269 $55.8M 1.36% +989 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: 139,761 shares; 2024Q4: 150,998 shares; 2025Q1: 156,909 shares; 2025Q2: 157,243 shares; 2025Q3: 192,497 shares; 2025Q4: 192,042 shares 192,042 $44.3M 1.08% -455 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: 110,713 shares; 2024Q4: 122,544 shares; 2025Q1: 123,438 shares; 2025Q2: 114,260 shares; 2025Q3: 123,998 shares; 2025Q4: 124,292 shares 124,292 $43M 1.05% +294 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: 33,649 shares; 2024Q4: 37,813 shares; 2025Q1: 46,849 shares; 2025Q2: 53,719 shares; 2025Q3: 59,839 shares; 2025Q4: 60,769 shares 60,769 $41.6M 1.01% +930 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: 251,596 shares; 2024Q4: 252,667 shares; 2025Q1: 252,328 shares; 2025Q2: 252,787 shares; 2025Q3: 252,928 shares; 2025Q4: 252,598 shares 252,598 $40.8M 1% -330 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: 35,584 shares; 2024Q4: 51,458 shares; 2025Q1: 46,391 shares; 2025Q2: 64,699 shares; 2025Q3: 95,035 shares; 2025Q4: 102,204 shares 102,204 $40.5M 0.99% +7,169 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: 99,321 shares; 2024Q4: 107,464 shares; 2025Q1: 115,477 shares; 2025Q2: 115,406 shares; 2025Q3: 165,374 shares; 2025Q4: 128,290 shares 128,290 $40.2M 0.98% -37,084 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: 100,510 shares; 2024Q4: 110,186 shares; 2025Q1: 107,883 shares; 2025Q2: 112,563 shares; 2025Q3: 130,251 shares; 2025Q4: 125,091 shares 125,091 $39.3M 0.96% -5,160 Timeline DHSB STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 758,959 shares; 2025Q2: 739,534 shares; 2025Q3: 1,496,797 shares; 2025Q4: 1,494,557 shares 1,494,557 $38.8M 0.95% -2,240 Timeline BILS 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: 172,127 shares; 2024Q4: 387,372 shares; 2025Q1: 493,133 shares; 2025Q2: 297,399 shares; 2025Q3: 363,159 shares; 2025Q4: 389,925 shares 389,925 $38.7M 0.94% +26,766 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: 105,312 shares; 2024Q4: 108,922 shares; 2025Q1: 121,429 shares; 2025Q2: 92,157 shares; 2025Q3: 127,072 shares; 2025Q4: 130,935 shares 130,935 $38M 0.93% +3,863 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,446,079 shares; 2025Q1: 1,433,292 shares; 2025Q2: 1,429,052 shares; 2025Q3: 1,426,696 shares; 2025Q4: 1,407,637 shares 1,407,637 $37.9M 0.92% -19,059 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: 57,201 shares; 2024Q4: 57,973 shares; 2025Q1: 65,269 shares; 2025Q2: 66,366 shares; 2025Q3: 71,596 shares; 2025Q4: 71,631 shares 71,631 $33.9M 0.83% +35 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: 76,560 shares; 2024Q4: 83,013 shares; 2025Q1: 86,973 shares; 2025Q2: 85,703 shares; 2025Q3: 114,616 shares; 2025Q4: 104,557 shares 104,557 $33.7M 0.82% -10,059 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: 243,514 shares; 2024Q4: 262,901 shares; 2025Q1: 252,887 shares; 2025Q2: 177,469 shares; 2025Q3: 223,030 shares; 2025Q4: 279,545 shares 279,545 $33.6M 0.82% +56,515 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: 83,208 shares; 2024Q4: 87,295 shares; 2025Q1: 88,490 shares; 2025Q2: 92,123 shares; 2025Q3: 94,790 shares; 2025Q4: 95,831 shares 95,831 $31.4M 0.77% +1,041 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: 31,285 shares; 2024Q4: 32,486 shares; 2025Q1: 36,441 shares; 2025Q2: 38,941 shares; 2025Q3: 52,252 shares; 2025Q4: 46,414 shares 46,414 $30.6M 0.75% -5,838 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: 403,471 shares; 2024Q4: 449,749 shares; 2025Q1: 457,822 shares; 2025Q2: 419,353 shares; 2025Q3: 441,740 shares; 2025Q4: 458,920 shares 458,920 $30.3M 0.74% +17,180 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: 66,963 shares; 2024Q4: 89,199 shares; 2025Q1: 153,547 shares; 2025Q2: 141,266 shares; 2025Q3: 146,737 shares; 2025Q4: 240,483 shares 240,483 $28.7M 0.7% +93,746 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: 109,338 shares; 2024Q4: 139,922 shares; 2025Q1: 73,511 shares; 2025Q2: 126,569 shares; 2025Q3: 131,264 shares; 2025Q4: 181,592 shares 181,592 $28.1M 0.69% +50,328 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,877 shares; 2025Q1: 171,671 shares; 2025Q2: 171,555 shares; 2025Q3: 187,215 shares; 2025Q4: 187,363 shares 187,363 $27.9M 0.68% +148 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: 21,015 shares; 2024Q4: 26,588 shares; 2025Q1: 27,302 shares; 2025Q2: 28,001 shares; 2025Q3: 42,668 shares; 2025Q4: 54,706 shares 54,706 $27.5M 0.67% +12,038 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: 111,705 shares; 2024Q4: 121,281 shares; 2025Q1: 160,606 shares; 2025Q2: 181,222 shares; 2025Q3: 174,714 shares; 2025Q4: 213,026 shares 213,026 $25.1M 0.61% +38,312 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: 34,557 shares; 2024Q4: 36,011 shares; 2025Q1: 35,700 shares; 2025Q2: 34,147 shares; 2025Q3: 41,354 shares; 2025Q4: 40,627 shares 40,627 $25M 0.61% -727 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,919 shares; 2024Q4: 168,770 shares; 2025Q1: 139,647 shares; 2025Q2: 108,989 shares; 2025Q3: 183,571 shares; 2025Q4: 195,978 shares 195,978 $24.2M 0.59% +12,407 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: 9,960 shares; 2024Q4: 57,018 shares; 2025Q1: 60,004 shares; 2025Q2: 73,250 shares; 2025Q3: 133,668 shares; 2025Q4: 121,611 shares 121,611 $24.2M 0.59% -12,057 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: 44,731 shares; 2024Q4: 81,161 shares; 2025Q1: 237,131 shares; 2025Q2: 259,194 shares; 2025Q3: 286,476 shares; 2025Q4: 296,283 shares 296,283 $24M 0.59% +9,807 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: 200,218 shares; 2024Q4: 216,231 shares; 2025Q1: 285,491 shares; 2025Q2: 295,412 shares; 2025Q3: 327,806 shares; 2025Q4: 374,693 shares 374,693 $23.4M 0.57% +46,887 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: 16,358 shares; 2024Q4: 19,808 shares; 2025Q1: 19,589 shares; 2025Q2: 18,344 shares; 2025Q3: 21,245 shares; 2025Q4: 21,126 shares 21,126 $22.7M 0.55% -119 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: 11,601 shares; 2024Q4: 13,842 shares; 2025Q1: 13,937 shares; 2025Q2: 13,000 shares; 2025Q3: 14,988 shares; 2025Q4: 67,359 shares 67,359 $22.6M 0.55% +52,371 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: 87,618 shares; 2024Q4: 106,538 shares; 2025Q1: 150,814 shares; 2025Q2: 201,370 shares; 2025Q3: 311,325 shares; 2025Q4: 334,265 shares 334,265 $22.5M 0.55% +22,940 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: 100,258 shares; 2024Q4: 140,539 shares; 2025Q1: 150,875 shares; 2025Q2: 189,903 shares; 2025Q3: 236,627 shares; 2025Q4: 245,161 shares 245,161 $21.9M 0.54% +8,534 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: 32,602 shares; 2024Q4: 53,520 shares; 2025Q1: 224,282 shares; 2025Q2: 217,315 shares; 2025Q3: 238,891 shares; 2025Q4: 259,184 shares 259,184 $21.5M 0.52% +20,293 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: 23,318 shares; 2024Q4: 34,537 shares; 2025Q1: 36,762 shares; 2025Q2: 36,752 shares; 2025Q3: 84,700 shares; 2025Q4: 96,190 shares 96,190 $20.4M 0.5% +11,490 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: 36,520 shares; 2024Q4: 42,000 shares; 2025Q1: 43,221 shares; 2025Q2: 47,154 shares; 2025Q3: 55,851 shares; 2025Q4: 57,631 shares 57,631 $20.2M 0.49% +1,780 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: 9,629 shares; 2024Q4: 76,149 shares; 2025Q1: 63,961 shares; 2025Q2: 100,653 shares; 2025Q3: 245,460 shares; 2025Q4: 276,641 shares 276,641 $19.8M 0.48% +31,181 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: 57,931 shares; 2024Q4: 59,736 shares; 2025Q1: 73,481 shares; 2025Q2: 75,703 shares; 2025Q3: 88,416 shares; 2025Q4: 91,678 shares 91,678 $19.3M 0.47% +3,262 Timeline SSXU STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540,734 shares; 2025Q4: 542,172 shares 542,172 $18.6M 0.45% +1,438 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: 105,535 shares; 2024Q4: 140,029 shares; 2025Q1: 170,076 shares; 2025Q2: 164,135 shares; 2025Q3: 167,025 shares; 2025Q4: 199,121 shares 199,121 $18.6M 0.45% +32,096 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: 100,568 shares; 2024Q4: 119,926 shares; 2025Q1: 121,798 shares; 2025Q2: 97,371 shares; 2025Q3: 134,035 shares; 2025Q4: 154,124 shares 154,124 $18.5M 0.45% +20,089 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: 11,409 shares; 2024Q4: 30,537 shares; 2025Q1: 35,345 shares; 2025Q2: 37,078 shares; 2025Q3: 36,794 shares; 2025Q4: 36,905 shares 36,905 $18M 0.44% +111 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: 29,036 shares; 2024Q4: 122,832 shares; 2025Q1: 107,968 shares; 2025Q2: 128,722 shares; 2025Q3: 249,426 shares; 2025Q4: 295,655 shares 295,655 $18M 0.44% +46,229 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: 165,553 shares; 2024Q4: 187,170 shares; 2025Q1: 190,573 shares; 2025Q2: 189,409 shares; 2025Q3: 280,366 shares; 2025Q4: 232,079 shares 232,079 $17.9M 0.44% -48,287 Timeline PULS 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: 296,445 shares; 2024Q4: 320,201 shares; 2025Q1: 351,674 shares; 2025Q2: 272,995 shares; 2025Q3: 348,551 shares; 2025Q4: 341,443 shares 341,443 $17M 0.42% -7,108 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: 13,136 shares; 2024Q4: 14,082 shares; 2025Q1: 14,168 shares; 2025Q2: 15,635 shares; 2025Q3: 18,949 shares; 2025Q4: 19,604 shares 19,604 $16.9M 0.41% +655 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,139 shares; 2024Q4: 654,660 shares; 2025Q1: 1,123,376 shares; 2025Q2: 1,082,054 shares; 2025Q3: 714,764 shares; 2025Q4: 715,471 shares 715,471 $16.7M 0.41% +707 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: 50,717 shares; 2024Q4: 160,069 shares; 2025Q1: 165,456 shares; 2025Q2: 167,148 shares; 2025Q3: 186,532 shares; 2025Q4: 212,214 shares 212,214 $16.5M 0.4% +25,682 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: 33,289 shares; 2024Q4: 75,432 shares; 2025Q1: 80,747 shares; 2025Q2: 85,609 shares; 2025Q3: 82,898 shares; 2025Q4: 85,989 shares 85,989 $16.4M 0.4% +3,091 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: 23,151 shares; 2024Q4: 36,164 shares; 2025Q1: 42,476 shares; 2025Q2: 42,083 shares; 2025Q3: 85,114 shares; 2025Q4: 92,009 shares 92,009 $16.4M 0.4% +6,895 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 3,044 shares; 2025Q1: 4,157 shares; 2025Q2: 3,522 shares; 2025Q3: 144,917 shares; 2025Q4: 146,377 shares 146,377 $16.1M 0.39% +1,460 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: 76,329 shares; 2024Q4: 86,339 shares; 2025Q1: 87,954 shares; 2025Q2: 87,628 shares; 2025Q3: 311,556 shares; 2025Q4: 333,960 shares 333,960 $15.5M 0.38% +22,404 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: 128,794 shares; 2024Q4: 133,785 shares; 2025Q1: 145,348 shares; 2025Q2: 98,810 shares; 2025Q3: 158,536 shares; 2025Q4: 159,360 shares 159,360 $15.3M 0.37% +824 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,259 shares; 2024Q4: 204,503 shares; 2025Q1: 196,044 shares; 2025Q2: 167,334 shares; 2025Q3: 186,785 shares; 2025Q4: 202,192 shares 202,192 $14.7M 0.36% +15,407 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: 63,949 shares; 2024Q4: 69,818 shares; 2025Q1: 74,756 shares; 2025Q2: 71,003 shares; 2025Q3: 78,065 shares; 2025Q4: 79,669 shares 79,669 $14.6M 0.36% +1,604 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: 75,255 shares; 2025Q1: 78,274 shares; 2025Q2: 75,514 shares; 2025Q3: 85,557 shares; 2025Q4: 80,455 shares 80,455 $13.8M 0.34% -5,102 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: 52,968 shares; 2024Q4: 92,056 shares; 2025Q1: 107,181 shares; 2025Q2: 97,118 shares; 2025Q3: 137,108 shares; 2025Q4: 89,997 shares 89,997 $13.7M 0.33% -47,111 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,611 shares; 2024Q4: 541,563 shares; 2025Q1: 572,693 shares; 2025Q2: 593,760 shares; 2025Q3: 685,018 shares; 2025Q4: 749,986 shares 749,986 $13.7M 0.33% +64,968 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: 24,899 shares; 2024Q4: 21,492 shares; 2025Q1: 21,956 shares; 2025Q2: 18,620 shares; 2025Q3: 142,268 shares; 2025Q4: 136,489 shares 136,489 $13.5M 0.33% -5,779 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: 141,107 shares; 2024Q4: 150,968 shares; 2025Q1: 151,365 shares; 2025Q2: 112,638 shares; 2025Q3: 156,926 shares; 2025Q4: 152,933 shares 152,933 $13.5M 0.33% -3,993 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,487 shares; 2024Q4: 35,857 shares; 2025Q1: 89,560 shares; 2025Q2: 89,090 shares; 2025Q3: 83,476 shares; 2025Q4: 88,539 shares 88,539 $13.2M 0.32% +5,063 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: 205,047 shares; 2024Q4: 211,114 shares; 2025Q1: 217,938 shares; 2025Q2: 209,689 shares; 2025Q3: 243,282 shares; 2025Q4: 236,277 shares 236,277 $13M 0.32% -7,005 Timeline SSFI STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,279 shares; 2024Q4: 33,343 shares; 2025Q1: 35,308 shares; 2025Q2: 52,683 shares; 2025Q3: 612,946 shares; 2025Q4: 597,794 shares 597,794 $12.8M 0.31% -15,152 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: 22,319 shares; 2024Q4: 21,951 shares; 2025Q1: 23,260 shares; 2025Q2: 24,035 shares; 2025Q3: 153,000 shares; 2025Q4: 158,287 shares 158,287 $12.8M 0.31% +5,287 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: 68,005 shares; 2024Q4: 114,258 shares; 2025Q1: 122,092 shares; 2025Q2: 124,912 shares; 2025Q3: 167,959 shares; 2025Q4: 118,175 shares 118,175 $12.5M 0.31% -49,784 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,607 shares; 2024Q4: 42,979 shares; 2025Q1: 44,294 shares; 2025Q2: 17,492 shares; 2025Q3: 48,722 shares; 2025Q4: 48,372 shares 48,372 $12.5M 0.3% -350 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: 8,039 shares; 2025Q1: 8,643 shares; 2025Q2: 8,804 shares; 2025Q3: 13,812 shares; 2025Q4: 11,577 shares 11,577 $12.4M 0.3% -2,235 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: 35,590 shares; 2024Q4: 53,206 shares; 2025Q1: 88,608 shares; 2025Q2: 94,334 shares; 2025Q3: 106,158 shares; 2025Q4: 103,016 shares 103,016 $12M 0.29% -3,142 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: 7,543 shares; 2024Q4: 9,557 shares; 2025Q1: 17,926 shares; 2025Q2: 18,475 shares; 2025Q3: 20,248 shares; 2025Q4: 20,619 shares 20,619 $11.8M 0.29% +371 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: 44,934 shares; 2024Q4: 50,662 shares; 2025Q1: 49,250 shares; 2025Q2: 48,458 shares; 2025Q3: 57,240 shares; 2025Q4: 56,998 shares 56,998 $11.8M 0.29% -242 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: 292,498 shares; 2025Q1: 293,268 shares; 2025Q2: 289,990 shares; 2025Q3: 289,162 shares; 2025Q4: 308,173 shares 308,173 $11.7M 0.29% +19,011 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: 19,885 shares; 2024Q4: 23,758 shares; 2025Q1: 26,560 shares; 2025Q2: 27,856 shares; 2025Q3: 33,132 shares; 2025Q4: 33,868 shares 33,868 $11.7M 0.28% +736 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: 68,898 shares; 2024Q4: 118,497 shares; 2025Q1: 128,801 shares; 2025Q2: 183,973 shares; 2025Q3: 140,017 shares; 2025Q4: 259,306 shares 259,306 $11.6M 0.28% +119,289 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: 47,199 shares; 2024Q4: 90,328 shares; 2025Q1: 123,934 shares; 2025Q2: 111,450 shares; 2025Q3: 212,436 shares; 2025Q4: 143,721 shares 143,721 $11.5M 0.28% -68,715 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: 8,336 shares; 2024Q4: 13,310 shares; 2025Q1: 12,377 shares; 2025Q2: 13,801 shares; 2025Q3: 17,664 shares; 2025Q4: 18,383 shares 18,383 $11.5M 0.28% +719 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: 22,820 shares; 2024Q4: 24,834 shares; 2025Q1: 24,323 shares; 2025Q2: 26,662 shares; 2025Q3: 23,972 shares; 2025Q4: 42,436 shares 42,436 $11.4M 0.28% +18,464 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,146 shares; 2024Q4: 165,406 shares; 2025Q1: 168,071 shares; 2025Q2: 166,436 shares; 2025Q3: 156,577 shares; 2025Q4: 157,049 shares 157,049 $11.2M 0.27% +472 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: 68,082 shares; 2024Q4: 73,265 shares; 2025Q1: 81,456 shares; 2025Q2: 75,770 shares; 2025Q3: 95,550 shares; 2025Q4: 95,919 shares 95,919 $10.7M 0.26% +369 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,539 shares; 2024Q4: 52,295 shares; 2025Q1: 57,364 shares; 2025Q2: 59,257 shares; 2025Q3: 63,797 shares; 2025Q4: 99,732 shares 99,732 $10.5M 0.26% +35,935 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,298 shares; 2024Q4: 95,135 shares; 2025Q1: 72,686 shares; 2025Q2: 74,921 shares; 2025Q3: 114,496 shares; 2025Q4: 91,524 shares 91,524 $10.4M 0.25% -22,972 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,678 shares; 2024Q4: 396,951 shares; 2025Q1: 375,485 shares; 2025Q2: 391,247 shares; 2025Q3: 399,751 shares; 2025Q4: 416,718 shares 416,718 $10.1M 0.25% +16,967 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,536 shares; 2025Q2: 457,030 shares; 2025Q3: 486,283 shares; 2025Q4: 440,614 shares 440,614 $9.96M 0.24% -45,669 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: 8,037 shares; 2024Q4: 34,450 shares; 2025Q1: 102,477 shares; 2025Q2: 184,879 shares; 2025Q3: 191,780 shares; 2025Q4: 196,077 shares 196,077 $9.86M 0.24% +4,297 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,570 shares; 2024Q4: 223,148 shares; 2025Q1: 258,576 shares; 2025Q2: 340,967 shares; 2025Q3: 388,457 shares; 2025Q4: 435,444 shares 435,444 $9.86M 0.24% +46,987 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: 29,831 shares; 2024Q4: 37,922 shares; 2025Q1: 39,401 shares; 2025Q2: 40,944 shares; 2025Q3: 44,577 shares; 2025Q4: 42,345 shares 42,345 $9.68M 0.24% -2,232 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: 64,686 shares; 2024Q4: 66,772 shares; 2025Q1: 70,016 shares; 2025Q2: 84,049 shares; 2025Q3: 99,656 shares; 2025Q4: 99,335 shares 99,335 $9.54M 0.23% -321 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: 77,415 shares; 2024Q4: 79,542 shares; 2025Q1: 86,819 shares; 2025Q2: 90,203 shares; 2025Q3: 113,995 shares; 2025Q4: 118,119 shares 118,119 $9.48M 0.23% +4,124 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,029 shares; 2024Q4: 149,059 shares; 2025Q1: 165,613 shares; 2025Q2: 170,269 shares; 2025Q3: 273,650 shares; 2025Q4: 358,273 shares 358,273 $9.43M 0.23% +84,623 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: 51,988 shares; 2024Q4: 64,726 shares; 2025Q1: 71,122 shares; 2025Q2: 71,827 shares; 2025Q3: 94,289 shares; 2025Q4: 95,865 shares 95,865 $9.23M 0.23% +1,576 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: 22,087 shares; 2024Q4: 23,907 shares; 2025Q1: 31,026 shares; 2025Q2: 37,176 shares; 2025Q3: 40,756 shares; 2025Q4: 39,857 shares 39,857 $9.22M 0.23% -899 Timeline IJK 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: 50,231 shares; 2024Q4: 50,911 shares; 2025Q1: 89,930 shares; 2025Q2: 92,088 shares; 2025Q3: 89,557 shares; 2025Q4: 93,339 shares 93,339 $9.04M 0.22% +3,782 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: 114,226 shares; 2024Q4: 125,777 shares; 2025Q1: 136,944 shares; 2025Q2: 142,610 shares; 2025Q3: 165,547 shares; 2025Q4: 168,152 shares 168,152 $9.04M 0.22% +2,605 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: 24,676 shares; 2024Q4: 25,786 shares; 2025Q1: 26,156 shares; 2025Q2: 28,513 shares; 2025Q3: 30,609 shares; 2025Q4: 27,746 shares 27,746 $8.84M 0.22% -2,863 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,214 shares; 2024Q4: 53,526 shares; 2025Q1: 54,748 shares; 2025Q2: 24,733 shares; 2025Q3: 50,164 shares; 2025Q4: 49,808 shares 49,808 $8.83M 0.22% -356 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,153 shares; 2024Q4: 221,469 shares; 2025Q1: 218,972 shares; 2025Q2: 204,464 shares; 2025Q3: 203,105 shares; 2025Q4: 199,819 shares 199,819 $8.8M 0.21% -3,286 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: 13,108 shares; 2024Q4: 13,663 shares; 2025Q1: 14,353 shares; 2025Q2: 15,469 shares; 2025Q3: 15,687 shares; 2025Q4: 16,674 shares 16,674 $8.71M 0.21% +987 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: 14,610 shares; 2024Q4: 17,166 shares; 2025Q1: 21,252 shares; 2025Q2: 23,214 shares; 2025Q3: 25,254 shares; 2025Q4: 24,521 shares 24,521 $8.64M 0.21% -733 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: not reported; 2024Q4: 170,530 shares; 2025Q1: 246,795 shares; 2025Q2: 242,913 shares; 2025Q3: 336,122 shares; 2025Q4: 369,548 shares 369,548 $8.64M 0.21% +33,426 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: 50,549 shares; 2024Q4: 51,091 shares; 2025Q1: 54,334 shares; 2025Q2: 50,772 shares; 2025Q3: 60,393 shares; 2025Q4: 60,089 shares 60,089 $8.61M 0.21% -304 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,165 shares; 2024Q4: 169,514 shares; 2025Q1: 164,938 shares; 2025Q2: 160,780 shares; 2025Q3: 142,808 shares; 2025Q4: 136,623 shares 136,623 $8.6M 0.21% -6,185 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 10,756 shares; 2025Q1: 13,524 shares; 2025Q2: 14,308 shares; 2025Q3: 18,032 shares; 2025Q4: 19,043 shares 19,043 $8.56M 0.21% +1,011 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: 133,184 shares; 2024Q4: 150,235 shares; 2025Q1: 141,250 shares; 2025Q2: 131,308 shares; 2025Q3: 161,671 shares; 2025Q4: 166,276 shares 166,276 $8.44M 0.21% +4,605 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,171 shares; 2025Q1: 25,771 shares; 2025Q2: 138,521 shares; 2025Q3: 96,762 shares; 2025Q4: 97,603 shares 97,603 $8.37M 0.2% +841 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: 77,418 shares; 2024Q4: 106,529 shares; 2025Q1: 120,799 shares; 2025Q2: 128,132 shares; 2025Q3: 151,101 shares; 2025Q4: 166,379 shares 166,379 $8.32M 0.2% +15,278 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: 32,427 shares; 2024Q4: 132,954 shares; 2025Q1: 147,531 shares; 2025Q2: 129,750 shares; 2025Q3: 157,026 shares; 2025Q4: 173,428 shares 173,428 $8.07M 0.2% +16,402 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: 35,970 shares; 2024Q4: 33,869 shares; 2025Q1: 31,000 shares; 2025Q2: 25,214 shares; 2025Q3: 25,808 shares; 2025Q4: 24,407 shares 24,407 $8.06M 0.2% -1,401 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: 10,605 shares; 2024Q4: 12,398 shares; 2025Q1: 11,914 shares; 2025Q2: 11,419 shares; 2025Q3: 11,873 shares; 2025Q4: 22,876 shares 22,876 $8.01M 0.2% +11,003 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: 3,642 shares; 2024Q4: 46,262 shares; 2025Q1: 322,863 shares; 2025Q2: 44,256 shares; 2025Q3: 41,798 shares; 2025Q4: 39,584 shares 39,584 $7.9M 0.19% -2,214 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: 13,849 shares; 2024Q4: 36,999 shares; 2025Q1: 44,457 shares; 2025Q2: 29,481 shares; 2025Q3: 63,782 shares; 2025Q4: 45,734 shares 45,734 $7.82M 0.19% -18,048 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: 186,542 shares; 2024Q4: 193,619 shares; 2025Q1: 199,305 shares; 2025Q2: 143,867 shares; 2025Q3: 216,775 shares; 2025Q4: 141,387 shares 141,387 $7.74M 0.19% -75,388 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,957 shares; 2024Q4: 33,023 shares; 2025Q1: 39,896 shares; 2025Q2: 39,350 shares; 2025Q3: 91,762 shares; 2025Q4: 66,238 shares 66,238 $7.69M 0.19% -25,524 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: 7,140 shares; 2024Q4: 7,261 shares; 2025Q1: 6,656 shares; 2025Q2: 7,101 shares; 2025Q3: 8,129 shares; 2025Q4: 81,701 shares 81,701 $7.66M 0.19% +73,572 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,026 shares; 2024Q4: 215,080 shares; 2025Q1: 212,919 shares; 2025Q2: 211,031 shares; 2025Q3: 206,413 shares; 2025Q4: 202,068 shares 202,068 $7.65M 0.19% -4,345 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: 113,650 shares; 2024Q4: 120,196 shares; 2025Q1: 87,191 shares; 2025Q2: 78,140 shares; 2025Q3: 109,557 shares; 2025Q4: 127,520 shares 127,520 $7.64M 0.19% +17,963 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: 15,556 shares; 2024Q4: 15,386 shares; 2025Q1: 14,030 shares; 2025Q2: 18,334 shares; 2025Q3: 30,111 shares; 2025Q4: 27,911 shares 27,911 $7.41M 0.18% -2,200 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,824 shares; 2024Q4: 79,263 shares; 2025Q1: 68,164 shares; 2025Q2: 61,082 shares; 2025Q3: 67,615 shares; 2025Q4: 68,441 shares 68,441 $7.33M 0.18% +826 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: 45,951 shares; 2024Q4: 57,766 shares; 2025Q1: 53,646 shares; 2025Q2: 99,057 shares; 2025Q3: 70,369 shares; 2025Q4: 73,053 shares 73,053 $7.3M 0.18% +2,684 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: 6,832 shares; 2024Q4: 10,048 shares; 2025Q1: 8,986 shares; 2025Q2: 9,654 shares; 2025Q3: 12,107 shares; 2025Q4: 12,622 shares 12,622 $7.21M 0.18% +515 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: 41,498 shares; 2024Q4: 45,803 shares; 2025Q1: 47,884 shares; 2025Q2: 50,274 shares; 2025Q3: 55,630 shares; 2025Q4: 57,286 shares 57,286 $7.18M 0.18% +1,656 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: 38,556 shares; 2024Q4: 40,868 shares; 2025Q1: 40,373 shares; 2025Q2: 28,235 shares; 2025Q3: 27,802 shares; 2025Q4: 29,144 shares 29,144 $7.17M 0.18% +1,342 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,326 shares; 2024Q4: 36,492 shares; 2025Q1: 37,434 shares; 2025Q2: 11,063 shares; 2025Q3: 33,297 shares; 2025Q4: 33,827 shares 33,827 $7.16M 0.17% +530 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,679 shares; 2025Q4: 78,197 shares 78,197 $7.15M 0.17% -9,482 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,480 shares; 2024Q4: 74,794 shares; 2025Q1: 77,458 shares; 2025Q2: 80,185 shares; 2025Q3: 160,160 shares; 2025Q4: 130,991 shares 130,991 $7.07M 0.17% -29,169 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,971 shares; 2024Q4: 88,397 shares; 2025Q1: 90,119 shares; 2025Q2: 84,183 shares; 2025Q3: 82,663 shares; 2025Q4: 82,997 shares 82,997 $6.85M 0.17% +334 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: 8,458 shares; 2024Q4: 9,950 shares; 2025Q1: 10,458 shares; 2025Q2: 10,958 shares; 2025Q3: 11,790 shares; 2025Q4: 11,796 shares 11,796 $6.84M 0.17% +6 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: 46,423 shares; 2024Q4: 50,916 shares; 2025Q1: 64,435 shares; 2025Q2: 70,095 shares; 2025Q3: 94,198 shares; 2025Q4: 83,704 shares 83,704 $6.84M 0.17% -10,494 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148,193 shares; 2025Q2: 1,216,115 shares; 2025Q3: 2,659,347 shares; 2025Q4: 2,674,833 shares 2,674,833 $6.83M 0.17% +15,486 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,846 shares; 2025Q1: 56,416 shares; 2025Q2: 55,771 shares; 2025Q3: 93,912 shares; 2025Q4: 114,461 shares 114,461 $6.79M 0.17% +20,549 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,370 shares; 2024Q4: 52,590 shares; 2025Q1: 66,982 shares; 2025Q2: 101,794 shares; 2025Q3: 124,573 shares; 2025Q4: 280,541 shares 280,541 $6.74M 0.16% +155,968 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,285 shares; 2024Q4: 44,217 shares; 2025Q1: 45,768 shares; 2025Q2: 47,869 shares; 2025Q3: 57,976 shares; 2025Q4: 54,792 shares 54,792 $6.73M 0.16% -3,184 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 9,521 shares; 2025Q1: 7,048 shares; 2025Q2: 6,988 shares; 2025Q3: 19,222 shares; 2025Q4: 19,571 shares 19,571 $6.71M 0.16% +349 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: 3,935 shares; 2024Q4: 4,050 shares; 2025Q1: 3,697 shares; 2025Q2: 4,089 shares; 2025Q3: 5,421 shares; 2025Q4: 8,133 shares 8,133 $6.68M 0.16% +2,712 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,073 shares; 2025Q1: 58,614 shares; 2025Q2: 68,607 shares; 2025Q3: 97,351 shares; 2025Q4: 125,182 shares 125,182 $6.61M 0.16% +27,831 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: 36,397 shares; 2025Q2: 34,143 shares; 2025Q3: 44,880 shares; 2025Q4: 64,754 shares 64,754 $6.53M 0.16% +19,874 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: not reported; 2024Q4: 41,951 shares; 2025Q1: 44,110 shares; 2025Q2: 48,288 shares; 2025Q3: 61,490 shares; 2025Q4: 67,549 shares 67,549 $6.43M 0.16% +6,059 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: 12,657 shares; 2024Q4: 19,271 shares; 2025Q1: 16,486 shares; 2025Q2: 26,789 shares; 2025Q3: 31,472 shares; 2025Q4: 86,318 shares 86,318 $6.39M 0.16% +54,846 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: 8,750 shares; 2024Q4: 23,763 shares; 2025Q1: 21,423 shares; 2025Q2: 22,845 shares; 2025Q3: 39,140 shares; 2025Q4: 82,023 shares 82,023 $6.32M 0.15% +42,883 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: 15,755 shares; 2024Q4: 17,887 shares; 2025Q1: 19,109 shares; 2025Q2: 17,075 shares; 2025Q3: 21,183 shares; 2025Q4: 20,155 shares 20,155 $6.16M 0.15% -1,028 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: 74,720 shares; 2024Q4: 84,175 shares; 2025Q1: 86,881 shares; 2025Q2: 76,479 shares; 2025Q3: 86,992 shares; 2025Q4: 87,872 shares 87,872 $6.14M 0.15% +880 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,536 shares; 2025Q4: 58,536 shares 58,536 $6.14M 0.15% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 16,178 shares; 2025Q1: 17,024 shares; 2025Q2: 15,239 shares; 2025Q3: 20,915 shares; 2025Q4: 20,666 shares 20,666 $6.12M 0.15% -249 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: 13,337 shares; 2024Q4: 30,574 shares; 2025Q1: 31,000 shares; 2025Q2: 19,734 shares; 2025Q3: 33,255 shares; 2025Q4: 33,135 shares 33,135 $6.1M 0.15% -120 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: 2,616 shares; 2024Q4: 10,333 shares; 2025Q1: 16,313 shares; 2025Q2: 15,797 shares; 2025Q3: 16,382 shares; 2025Q4: 16,330 shares 16,330 $6.1M 0.15% -52 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: 24,606 shares; 2024Q4: 24,417 shares; 2025Q1: 39,918 shares; 2025Q2: 25,264 shares; 2025Q3: 29,175 shares; 2025Q4: 28,442 shares 28,442 $6.09M 0.15% -733 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: 11,386 shares; 2024Q4: 12,489 shares; 2025Q1: 12,431 shares; 2025Q2: 13,101 shares; 2025Q3: 12,990 shares; 2025Q4: 12,909 shares 12,909 $6.05M 0.15% -81 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 23,502 shares; 2025Q1: 7,322 shares; 2025Q2: 63,691 shares; 2025Q3: 31,713 shares; 2025Q4: 35,767 shares 35,767 $6.04M 0.15% +4,054 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: 872 shares; 2024Q4: 992 shares; 2025Q1: 877 shares; 2025Q2: 898 shares; 2025Q3: 919 shares; 2025Q4: 1,118 shares 1,118 $5.99M 0.15% +199 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,423 shares; 2024Q4: 93,738 shares; 2025Q1: 115,766 shares; 2025Q2: 151,672 shares; 2025Q3: 179,485 shares; 2025Q4: 214,339 shares 214,339 $5.87M 0.14% +34,854 Timeline GSLC 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: 34,665 shares; 2024Q4: 36,271 shares; 2025Q1: 44,477 shares; 2025Q2: 46,678 shares; 2025Q3: 41,301 shares; 2025Q4: 44,246 shares 44,246 $5.86M 0.14% +2,945 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: 4,618 shares; 2024Q4: 6,048 shares; 2025Q1: 5,722 shares; 2025Q2: 4,207 shares; 2025Q3: 10,502 shares; 2025Q4: 6,650 shares 6,650 $5.85M 0.14% -3,852 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: 18,835 shares; 2024Q4: 16,265 shares; 2025Q1: 37,228 shares; 2025Q2: 20,595 shares; 2025Q3: 21,605 shares; 2025Q4: 20,345 shares 20,345 $5.81M 0.14% -1,260 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: 67,780 shares; 2024Q4: 52,133 shares; 2025Q1: 136,156 shares; 2025Q2: 83,249 shares; 2025Q3: 129,425 shares; 2025Q4: 74,483 shares 74,483 $5.79M 0.14% -54,942 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,863 shares; 2025Q1: 34,441 shares; 2025Q2: 42,594 shares; 2025Q3: 22,263 shares; 2025Q4: 21,925 shares 21,925 $5.73M 0.14% -338 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: 41,706 shares; 2024Q4: 24,666 shares; 2025Q1: 47,309 shares; 2025Q2: 33,146 shares; 2025Q3: 48,145 shares; 2025Q4: 132,713 shares 132,713 $5.67M 0.14% +84,568 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: 46,080 shares; 2024Q4: 58,188 shares; 2025Q1: 93,965 shares; 2025Q2: 84,821 shares; 2025Q3: 142,010 shares; 2025Q4: 144,441 shares 144,441 $5.53M 0.14% +2,431 Timeline SSO 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: 59,754 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,351 shares; 2025Q3: not reported; 2025Q4: 94,737 shares 94,737 $5.49M 0.13% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,718 shares; 2025Q2: 66,554 shares; 2025Q3: 105,891 shares; 2025Q4: 117,551 shares 117,551 $5.45M 0.13% +11,660 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: 32,829 shares; 2025Q1: 35,526 shares; 2025Q2: 17,460 shares; 2025Q3: 44,177 shares; 2025Q4: 41,384 shares 41,384 $5.42M 0.13% -2,793 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: 2,737 shares; 2024Q4: 2,576 shares; 2025Q1: 13,081 shares; 2025Q2: 17,448 shares; 2025Q3: 20,734 shares; 2025Q4: 19,828 shares 19,828 $5.38M 0.13% -906 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,719 shares; 2024Q4: 11,509 shares; 2025Q1: 15,685 shares; 2025Q2: 23,071 shares; 2025Q3: 23,352 shares; 2025Q4: 24,186 shares 24,186 $5.32M 0.13% +834 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,748 shares; 2025Q1: 8,605 shares; 2025Q2: 4,757 shares; 2025Q3: 17,308 shares; 2025Q4: 11,293 shares 11,293 $5.28M 0.13% -6,015 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: 50,486 shares; 2024Q4: 40,544 shares; 2025Q1: 51,002 shares; 2025Q2: 69,602 shares; 2025Q3: 36,814 shares; 2025Q4: 33,664 shares 33,664 $5.22M 0.13% -3,150 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,525 shares; 2025Q1: 7,525 shares; 2025Q2: 8,771 shares; 2025Q3: 8,595 shares; 2025Q4: 8,508 shares 8,508 $5.15M 0.13% -87 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,133 shares; 2024Q4: 49,154 shares; 2025Q1: 47,813 shares; 2025Q2: 53,352 shares; 2025Q3: 58,101 shares; 2025Q4: 50,204 shares 50,204 $5.14M 0.13% -7,897 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,566 shares; 2025Q3: 102,404 shares; 2025Q4: 116,887 shares 116,887 $5.1M 0.12% +14,483 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: 15,769 shares; 2024Q4: 16,111 shares; 2025Q1: 16,211 shares; 2025Q2: 7,975 shares; 2025Q3: 17,332 shares; 2025Q4: 18,244 shares 18,244 $5.09M 0.12% +912 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: 10,081 shares; 2024Q4: 20,849 shares; 2025Q1: 23,412 shares; 2025Q2: 23,532 shares; 2025Q3: 32,207 shares; 2025Q4: 33,120 shares 33,120 $5.09M 0.12% +913 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: 38,257 shares; 2024Q4: 40,165 shares; 2025Q1: 41,253 shares; 2025Q2: 42,249 shares; 2025Q3: 45,336 shares; 2025Q4: 48,005 shares 48,005 $5.06M 0.12% +2,669 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: 40,796 shares; 2024Q4: 41,376 shares; 2025Q1: 42,140 shares; 2025Q2: 40,159 shares; 2025Q3: 62,494 shares; 2025Q4: 34,739 shares 34,739 $5.05M 0.12% -27,755 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,771 shares; 2024Q4: 62,264 shares; 2025Q1: 68,292 shares; 2025Q2: 67,820 shares; 2025Q3: 107,215 shares; 2025Q4: 59,849 shares 59,849 $5.04M 0.12% -47,366 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: 60,570 shares; 2024Q4: 62,292 shares; 2025Q1: 61,389 shares; 2025Q2: 62,113 shares; 2025Q3: 70,237 shares; 2025Q4: 91,589 shares 91,589 $5.01M 0.12% +21,352 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: 4,588 shares; 2024Q4: 4,555 shares; 2025Q1: 4,703 shares; 2025Q2: 5,609 shares; 2025Q3: 5,685 shares; 2025Q4: 5,613 shares 5,613 $4.93M 0.12% -72 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: 78,225 shares; 2024Q4: 82,594 shares; 2025Q1: 87,652 shares; 2025Q2: 83,595 shares; 2025Q3: 115,387 shares; 2025Q4: 120,939 shares 120,939 $4.93M 0.12% +5,552 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,012 shares; 2024Q4: 29,609 shares; 2025Q1: 32,402 shares; 2025Q2: 31,377 shares; 2025Q3: 41,481 shares; 2025Q4: 31,924 shares 31,924 $4.92M 0.12% -9,557 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 16,861 shares; 2025Q1: 16,713 shares; 2025Q2: 11,757 shares; 2025Q3: 37,927 shares; 2025Q4: 34,856 shares 34,856 $4.92M 0.12% -3,071 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: not reported; 2024Q4: 29,081 shares; 2025Q1: 36,956 shares; 2025Q2: 38,122 shares; 2025Q3: 39,506 shares; 2025Q4: 65,203 shares 65,203 $4.79M 0.12% +25,697 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest 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: 200,349 shares 200,349 $4.73M 0.12% new 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: 26,084 shares; 2025Q3: 108,513 shares; 2025Q4: 141,854 shares 141,854 $4.72M 0.12% +33,341 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 36,084 shares; 2025Q2: 35,593 shares; 2025Q3: 33,315 shares; 2025Q4: 46,449 shares 46,449 $4.72M 0.12% +13,134 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,175 shares; 2024Q4: 35,663 shares; 2025Q1: 40,630 shares; 2025Q2: 40,113 shares; 2025Q3: 105,233 shares; 2025Q4: 56,478 shares 56,478 $4.69M 0.11% -48,755 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: 152,282 shares; 2024Q4: 152,026 shares; 2025Q1: 174,899 shares; 2025Q2: 194,425 shares; 2025Q3: 340,764 shares; 2025Q4: 152,969 shares 152,969 $4.57M 0.11% -187,795 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: 19,620 shares; 2024Q4: 22,411 shares; 2025Q1: 25,515 shares; 2025Q2: 18,844 shares; 2025Q3: 23,809 shares; 2025Q4: 23,370 shares 23,370 $4.56M 0.11% -439 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: not reported; 2024Q4: not reported; 2025Q1: 5,014 shares; 2025Q2: 13,701 shares; 2025Q3: 12,146 shares; 2025Q4: 12,635 shares 12,635 $4.55M 0.11% +489 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: 7,979 shares; 2024Q4: 9,823 shares; 2025Q1: 10,240 shares; 2025Q2: 8,948 shares; 2025Q3: 9,740 shares; 2025Q4: 12,212 shares 12,212 $4.52M 0.11% +2,472 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 7,075 shares; 2025Q1: 9,900 shares; 2025Q2: 10,143 shares; 2025Q3: 11,353 shares; 2025Q4: 11,500 shares 11,500 $4.48M 0.11% +147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 6,175 shares; 2025Q4: 5,875 shares 5,875 $4.43M 0.11% -300 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: 4,816 shares; 2024Q4: 5,108 shares; 2025Q1: 6,630 shares; 2025Q2: 6,992 shares; 2025Q3: 7,984 shares; 2025Q4: 10,278 shares 10,278 $4.38M 0.11% +2,294 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 701,433 shares; 2025Q1: 639,243 shares; 2025Q2: 641,226 shares; 2025Q3: 637,707 shares; 2025Q4: 770,224 shares 770,224 $4.33M 0.11% +132,517 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: 16,794 shares; 2024Q4: 23,745 shares; 2025Q1: 20,375 shares; 2025Q2: 17,733 shares; 2025Q3: 22,049 shares; 2025Q4: 22,182 shares 22,182 $4.33M 0.11% +133 Timeline THRO 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: 12,141 shares; 2025Q2: 33,626 shares; 2025Q3: 94,603 shares; 2025Q4: 111,722 shares 111,722 $4.31M 0.11% +17,119 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,218 shares; 2024Q4: 100,037 shares; 2025Q1: 108,387 shares; 2025Q2: 112,175 shares; 2025Q3: 91,655 shares; 2025Q4: 85,059 shares 85,059 $4.24M 0.1% -6,596 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: 50,001 shares; 2024Q4: 78,926 shares; 2025Q1: 94,856 shares; 2025Q2: 94,528 shares; 2025Q3: 265,311 shares; 2025Q4: 154,096 shares 154,096 $4.24M 0.1% -111,215 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 1,297 shares; 2025Q1: 5,879 shares; 2025Q2: 14,691 shares; 2025Q3: 39,200 shares; 2025Q4: 23,033 shares 23,033 $4.19M 0.1% -16,167 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,015 shares; 2025Q1: 1,580 shares; 2025Q2: 28,492 shares; 2025Q3: 15,650 shares; 2025Q4: 33,175 shares 33,175 $4.19M 0.1% +17,525 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: 33,968 shares; 2024Q4: 41,084 shares; 2025Q1: 42,812 shares; 2025Q2: 44,195 shares; 2025Q3: 53,323 shares; 2025Q4: 52,407 shares 52,407 $4.13M 0.1% -916 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: not reported; 2024Q4: not reported; 2025Q1: 9,681 shares; 2025Q2: 16,106 shares; 2025Q3: 22,894 shares; 2025Q4: 25,098 shares 25,098 $4.07M 0.1% +2,204 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,081 shares; 2024Q4: 87,812 shares; 2025Q1: 93,346 shares; 2025Q2: 90,823 shares; 2025Q3: 85,698 shares; 2025Q4: 91,488 shares 91,488 $4.05M 0.1% +5,790 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: 11,259 shares; 2024Q4: 18,010 shares; 2025Q1: 17,562 shares; 2025Q2: 9,550 shares; 2025Q3: 16,350 shares; 2025Q4: 21,058 shares 21,058 $4.03M 0.1% +4,708 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,460 shares; 2024Q4: 44,077 shares; 2025Q1: 44,950 shares; 2025Q2: 45,071 shares; 2025Q3: 47,648 shares; 2025Q4: 50,259 shares 50,259 $4.01M 0.1% +2,611 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: 30,198 shares; 2024Q4: 28,043 shares; 2025Q1: 31,005 shares; 2025Q2: 28,195 shares; 2025Q3: 40,503 shares; 2025Q4: 39,770 shares 39,770 $3.97M 0.1% -733 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,123 shares; 2024Q4: 40,071 shares; 2025Q1: 40,095 shares; 2025Q2: 29,363 shares; 2025Q3: 37,866 shares; 2025Q4: 34,182 shares 34,182 $3.89M 0.09% -3,684 Timeline UCON 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: 161,349 shares; 2024Q4: 161,263 shares; 2025Q1: 142,384 shares; 2025Q2: 137,710 shares; 2025Q3: 126,278 shares; 2025Q4: 153,581 shares 153,581 $3.87M 0.09% +27,303 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: not reported; 2024Q4: 21,017 shares; 2025Q1: 38,560 shares; 2025Q2: 38,885 shares; 2025Q3: 38,835 shares; 2025Q4: 110,821 shares 110,821 $3.85M 0.09% +71,986 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 18,178 shares; 2025Q1: 21,114 shares; 2025Q2: 21,495 shares; 2025Q3: 23,185 shares; 2025Q4: 36,360 shares 36,360 $3.83M 0.09% +13,175 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: not reported; 2024Q4: 41,086 shares; 2025Q1: 41,272 shares; 2025Q2: 40,372 shares; 2025Q3: 42,083 shares; 2025Q4: 40,646 shares 40,646 $3.83M 0.09% -1,437 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,647 shares; 2024Q4: 16,538 shares; 2025Q1: 16,656 shares; 2025Q2: 23,383 shares; 2025Q3: 26,081 shares; 2025Q4: 26,730 shares 26,730 $3.77M 0.09% +649 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: 30,045 shares; 2024Q4: 44,080 shares; 2025Q1: 40,612 shares; 2025Q2: 49,914 shares; 2025Q3: 53,721 shares; 2025Q4: 69,522 shares 69,522 $3.77M 0.09% +15,801 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,152 shares; 2024Q4: 120,862 shares; 2025Q1: 143,994 shares; 2025Q2: 143,647 shares; 2025Q3: 101,991 shares; 2025Q4: 103,128 shares 103,128 $3.74M 0.09% +1,137 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,568 shares; 2025Q1: 27,616 shares; 2025Q2: 28,419 shares; 2025Q3: 36,703 shares; 2025Q4: 43,384 shares 43,384 $3.7M 0.09% +6,681 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: 13,290 shares; 2024Q4: 14,602 shares; 2025Q1: 15,625 shares; 2025Q2: 15,541 shares; 2025Q3: 15,400 shares; 2025Q4: 16,267 shares 16,267 $3.7M 0.09% +867 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: 12,349 shares; 2024Q4: 20,884 shares; 2025Q1: 20,403 shares; 2025Q2: 19,491 shares; 2025Q3: 19,619 shares; 2025Q4: 22,835 shares 22,835 $3.7M 0.09% +3,216 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,898 shares; 2024Q4: 80,715 shares; 2025Q1: 72,326 shares; 2025Q2: 77,526 shares; 2025Q3: 76,384 shares; 2025Q4: 75,959 shares 75,959 $3.68M 0.09% -425 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 8,921 shares; 2025Q1: 12,392 shares; 2025Q2: 12,998 shares; 2025Q3: 53,609 shares; 2025Q4: 47,543 shares 47,543 $3.68M 0.09% -6,066 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: 5,898 shares; 2024Q4: 5,765 shares; 2025Q1: 5,106 shares; 2025Q2: 5,564 shares; 2025Q3: 5,750 shares; 2025Q4: 5,548 shares 5,548 $3.68M 0.09% -202 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: 24,442 shares; 2024Q4: 30,869 shares; 2025Q1: 22,158 shares; 2025Q2: 16,670 shares; 2025Q3: 18,175 shares; 2025Q4: 20,511 shares 20,511 $3.64M 0.09% +2,336 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 42,321 shares; 2025Q1: 47,552 shares; 2025Q2: 49,385 shares; 2025Q3: 24,215 shares; 2025Q4: 41,858 shares 41,858 $3.63M 0.09% +17,643 Timeline IJJ 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: 25,131 shares; 2024Q4: 25,622 shares; 2025Q1: 30,553 shares; 2025Q2: 28,715 shares; 2025Q3: 26,386 shares; 2025Q4: 27,358 shares 27,358 $3.6M 0.09% +972 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: 35,425 shares; 2024Q4: 45,214 shares; 2025Q1: 41,918 shares; 2025Q2: 42,399 shares; 2025Q3: 47,021 shares; 2025Q4: 60,973 shares 60,973 $3.58M 0.09% +13,952 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 2,504 shares; 2025Q4: 30,830 shares 30,830 $3.56M 0.09% +28,326 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,191 shares; 2024Q4: 36,668 shares; 2025Q1: 35,838 shares; 2025Q2: 38,450 shares; 2025Q3: 43,073 shares; 2025Q4: 44,742 shares 44,742 $3.55M 0.09% +1,669 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,362 shares; 2025Q1: 119,787 shares; 2025Q2: 99,147 shares; 2025Q3: 82,949 shares; 2025Q4: 41,606 shares 41,606 $3.55M 0.09% -41,343 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: 3,925 shares; 2024Q4: 10,427 shares; 2025Q1: 9,425 shares; 2025Q2: 7,858 shares; 2025Q3: 9,641 shares; 2025Q4: 11,493 shares 11,493 $3.5M 0.09% +1,852 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: 10,929 shares; 2024Q4: 12,081 shares; 2025Q1: 12,162 shares; 2025Q2: 7,426 shares; 2025Q3: 13,281 shares; 2025Q4: 12,704 shares 12,704 $3.47M 0.08% -577 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: 6,796 shares; 2024Q4: 6,913 shares; 2025Q1: 7,235 shares; 2025Q2: 14,098 shares; 2025Q3: 27,158 shares; 2025Q4: 25,306 shares 25,306 $3.47M 0.08% -1,852 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: 8,618 shares; 2024Q4: 10,806 shares; 2025Q1: 10,113 shares; 2025Q2: 11,342 shares; 2025Q3: 13,648 shares; 2025Q4: 13,370 shares 13,370 $3.46M 0.08% -278 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,851 shares; 2025Q3: 19,204 shares; 2025Q4: 12,455 shares 12,455 $3.45M 0.08% -6,749 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,829 shares; 2024Q4: 102,431 shares; 2025Q1: 23,736 shares; 2025Q2: not reported; 2025Q3: 21,546 shares; 2025Q4: 49,484 shares 49,484 $3.44M 0.08% +27,938 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: 39,509 shares; 2025Q1: 65,372 shares; 2025Q2: 64,681 shares; 2025Q3: 65,748 shares; 2025Q4: 67,688 shares 67,688 $3.42M 0.08% +1,940 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,570 shares; 2025Q1: 78,060 shares; 2025Q2: 77,526 shares; 2025Q3: 77,694 shares; 2025Q4: 78,678 shares 78,678 $3.4M 0.08% +984 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: 3,250 shares; 2024Q4: 3,816 shares; 2025Q1: 3,922 shares; 2025Q2: 3,661 shares; 2025Q3: 5,403 shares; 2025Q4: 7,042 shares 7,042 $3.39M 0.08% +1,639 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,109 shares; 2024Q4: 49,324 shares; 2025Q1: 50,440 shares; 2025Q2: 58,575 shares; 2025Q3: 69,440 shares; 2025Q4: 75,868 shares 75,868 $3.37M 0.08% +6,428 Timeline SPMO 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: 13,657 shares; 2025Q1: 20,514 shares; 2025Q2: 21,115 shares; 2025Q3: 23,597 shares; 2025Q4: 28,170 shares 28,170 $3.36M 0.08% +4,573 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,395 shares; 2024Q4: 39,847 shares; 2025Q1: 55,232 shares; 2025Q2: 59,181 shares; 2025Q3: 66,037 shares; 2025Q4: 61,635 shares 61,635 $3.35M 0.08% -4,402 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: 12,752 shares; 2024Q4: 12,871 shares; 2025Q1: 13,775 shares; 2025Q2: 13,577 shares; 2025Q3: 14,849 shares; 2025Q4: 15,233 shares 15,233 $3.35M 0.08% +384 Timeline IT GARTNER INC More: the full row for GARTNER 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: 13,154 shares 13,154 $3.32M 0.08% new 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: 13,395 shares; 2024Q4: 22,576 shares; 2025Q1: 25,471 shares; 2025Q2: 25,434 shares; 2025Q3: 33,364 shares; 2025Q4: 34,184 shares 34,184 $3.31M 0.08% +820 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,503 shares; 2024Q4: 21,127 shares; 2025Q1: 16,068 shares; 2025Q2: 20,218 shares; 2025Q3: 23,522 shares; 2025Q4: 29,655 shares 29,655 $3.27M 0.08% +6,133 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,254 shares; 2024Q4: 22,601 shares; 2025Q1: 22,159 shares; 2025Q2: 10,162 shares; 2025Q3: 24,502 shares; 2025Q4: 25,880 shares 25,880 $3.26M 0.08% +1,378 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: 10,254 shares; 2024Q4: 7,995 shares; 2025Q1: 9,705 shares; 2025Q2: 10,046 shares; 2025Q3: 12,948 shares; 2025Q4: 14,973 shares 14,973 $3.25M 0.08% +2,025 Timeline IBTH 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: 144,504 shares 144,504 $3.25M 0.08% new Timeline IBTI 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: 144,539 shares 144,539 $3.23M 0.08% new 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: not reported; 2024Q4: 2,522 shares; 2025Q1: 10,868 shares; 2025Q2: 10,359 shares; 2025Q3: 10,273 shares; 2025Q4: 10,209 shares 10,209 $3.21M 0.08% -64 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,153 shares; 2025Q1: 3,018 shares; 2025Q2: 3,123 shares; 2025Q3: 11,438 shares; 2025Q4: 15,393 shares 15,393 $3.2M 0.08% +3,955 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: 6,989 shares; 2024Q4: 7,432 shares; 2025Q1: 10,474 shares; 2025Q2: 9,838 shares; 2025Q3: 14,275 shares; 2025Q4: 19,913 shares 19,913 $3.17M 0.08% +5,638 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: 9,271 shares; 2024Q4: 9,188 shares; 2025Q1: 8,853 shares; 2025Q2: 9,319 shares; 2025Q3: 10,303 shares; 2025Q4: 10,139 shares 10,139 $3.17M 0.08% -164 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: 6,624 shares; 2025Q1: 9,207 shares; 2025Q2: 16,852 shares; 2025Q3: 73,425 shares; 2025Q4: 36,574 shares 36,574 $3.16M 0.08% -36,851 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: 7,016 shares; 2024Q4: 13,084 shares; 2025Q1: 10,733 shares; 2025Q2: 10,767 shares; 2025Q3: 11,725 shares; 2025Q4: 12,413 shares 12,413 $3.14M 0.08% +688 Timeline PVL PERMIANVILLE RTY TR More: the full row for PERMIANVILLE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,690,973 shares; 2025Q1: 1,618,309 shares; 2025Q2: 1,546,014 shares; 2025Q3: 1,553,904 shares; 2025Q4: 1,721,520 shares 1,721,520 $3.14M 0.08% +167,616 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,114 shares; 2025Q1: 2,887 shares; 2025Q2: 2,692 shares; 2025Q3: 9,853 shares; 2025Q4: 5,162 shares 5,162 $3.12M 0.08% -4,691 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: 35,764 shares; 2024Q4: 37,644 shares; 2025Q1: 79,318 shares; 2025Q2: 64,187 shares; 2025Q3: 69,771 shares; 2025Q4: 74,604 shares 74,604 $3.09M 0.08% +4,833 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,290 shares; 2025Q2: 48,456 shares; 2025Q3: 95,539 shares; 2025Q4: 138,686 shares 138,686 $3.08M 0.08% +43,147 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: 3,789 shares; 2024Q4: 4,210 shares; 2025Q1: 6,140 shares; 2025Q2: 4,453 shares; 2025Q3: 6,373 shares; 2025Q4: 6,345 shares 6,345 $3.07M 0.07% -28 Timeline FTCB 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: 25,950 shares; 2025Q3: 95,445 shares; 2025Q4: 143,352 shares 143,352 $3.04M 0.07% +47,907 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,332 shares; 2024Q4: 20,929 shares; 2025Q1: 24,578 shares; 2025Q2: 23,274 shares; 2025Q3: 76,084 shares; 2025Q4: 37,270 shares 37,270 $3.02M 0.07% -38,814 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 638 shares; 2025Q4: 7,287 shares 7,287 $3.01M 0.07% +6,649 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,741 shares; 2025Q1: 19,155 shares; 2025Q2: 60,585 shares; 2025Q3: 60,814 shares; 2025Q4: 60,781 shares 60,781 $3.01M 0.07% -33 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: 12,045 shares; 2024Q4: 7,671 shares; 2025Q1: 7,803 shares; 2025Q2: 6,848 shares; 2025Q3: 8,279 shares; 2025Q4: 10,307 shares 10,307 $2.99M 0.07% +2,028 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,555 shares; 2024Q4: 14,234 shares; 2025Q1: 15,552 shares; 2025Q2: 14,737 shares; 2025Q3: 48,843 shares; 2025Q4: 26,700 shares 26,700 $2.99M 0.07% -22,143 Timeline VTEL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,843 shares; 2025Q4: 28,813 shares 28,813 $2.99M 0.07% +8,970 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: 12,686 shares; 2024Q4: 17,666 shares; 2025Q1: 19,558 shares; 2025Q2: 13,276 shares; 2025Q3: 21,204 shares; 2025Q4: 25,399 shares 25,399 $2.98M 0.07% +4,195 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: 12,028 shares; 2024Q4: 17,154 shares; 2025Q1: 9,578 shares; 2025Q2: 14,199 shares; 2025Q3: 63,357 shares; 2025Q4: 65,388 shares 65,388 $2.97M 0.07% +2,031 Timeline IEV 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: 43,933 shares; 2025Q1: 44,239 shares; 2025Q2: 43,065 shares; 2025Q3: 42,558 shares; 2025Q4: 42,558 shares 42,558 $2.92M 0.07% 0 Timeline WTV 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: 15,291 shares; 2024Q4: 16,625 shares; 2025Q1: 27,489 shares; 2025Q2: 26,430 shares; 2025Q3: 28,785 shares; 2025Q4: 30,453 shares 30,453 $2.84M 0.07% +1,668 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: 1,707 shares; 2024Q4: 1,830 shares; 2025Q1: 2,061 shares; 2025Q2: 1,029 shares; 2025Q3: 2,392 shares; 2025Q4: 2,629 shares 2,629 $2.81M 0.07% +237 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: 23,431 shares; 2024Q4: 23,135 shares; 2025Q1: 24,960 shares; 2025Q2: 69,636 shares; 2025Q3: 69,348 shares; 2025Q4: 70,526 shares 70,526 $2.79M 0.07% +1,178 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: 15,782 shares; 2024Q4: 16,291 shares; 2025Q1: 17,774 shares; 2025Q2: 17,957 shares; 2025Q3: 20,528 shares; 2025Q4: 20,736 shares 20,736 $2.75M 0.07% +208 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,569 shares; 2024Q4: 78,654 shares; 2025Q1: 85,160 shares; 2025Q2: 80,612 shares; 2025Q3: 78,791 shares; 2025Q4: 79,321 shares 79,321 $2.74M 0.07% +530 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 8,140 shares; 2025Q1: 8,063 shares; 2025Q2: 7,986 shares; 2025Q3: 8,187 shares; 2025Q4: 8,462 shares 8,462 $2.74M 0.07% +275 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: 25,797 shares; 2024Q4: 25,787 shares; 2025Q1: 26,790 shares; 2025Q2: 60,562 shares; 2025Q3: 67,800 shares; 2025Q4: 68,013 shares 68,013 $2.73M 0.07% +213 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,759 shares; 2025Q1: 31,185 shares; 2025Q2: 24,297 shares; 2025Q3: 24,297 shares; 2025Q4: 24,297 shares 24,297 $2.71M 0.07% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 11,304 shares; 2025Q1: 11,514 shares; 2025Q2: 11,886 shares; 2025Q3: 12,068 shares; 2025Q4: 12,357 shares 12,357 $2.71M 0.07% +289 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: 89,726 shares; 2025Q4: 100,829 shares 100,829 $2.7M 0.07% +11,103 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,128 shares; 2024Q4: 53,507 shares; 2025Q1: 55,998 shares; 2025Q2: 56,885 shares; 2025Q3: 60,256 shares; 2025Q4: 60,438 shares 60,438 $2.68M 0.07% +182 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 66,131 shares; 2025Q1: 56,545 shares; 2025Q2: 51,532 shares; 2025Q3: 52,617 shares; 2025Q4: 53,403 shares 53,403 $2.67M 0.07% +786 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,548 shares; 2025Q1: 11,675 shares; 2025Q2: 19,528 shares; 2025Q3: 23,046 shares; 2025Q4: 26,217 shares 26,217 $2.67M 0.07% +3,171 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,243 shares; 2024Q4: 10,505 shares; 2025Q1: 12,836 shares; 2025Q2: 16,870 shares; 2025Q3: 17,123 shares; 2025Q4: 18,473 shares 18,473 $2.65M 0.06% +1,350 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: 16,814 shares; 2024Q4: 19,845 shares; 2025Q1: 27,609 shares; 2025Q2: 26,755 shares; 2025Q3: 34,134 shares; 2025Q4: 37,825 shares 37,825 $2.63M 0.06% +3,691 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 14,816 shares; 2025Q1: 16,282 shares; 2025Q2: 18,218 shares; 2025Q3: 18,398 shares; 2025Q4: 68,607 shares 68,607 $2.6M 0.06% +50,209 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: 13,896 shares; 2025Q3: 37,217 shares; 2025Q4: 45,314 shares 45,314 $2.6M 0.06% +8,097 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: 66,073 shares; 2024Q4: 70,457 shares; 2025Q1: 59,078 shares; 2025Q2: 47,803 shares; 2025Q3: 48,316 shares; 2025Q4: 44,872 shares 44,872 $2.59M 0.06% -3,444 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,463 shares; 2025Q3: 42,821 shares; 2025Q4: 51,655 shares 51,655 $2.58M 0.06% +8,834 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,713 shares; 2024Q4: 39,096 shares; 2025Q1: 41,042 shares; 2025Q2: 42,117 shares; 2025Q3: 71,643 shares; 2025Q4: 83,414 shares 83,414 $2.58M 0.06% +11,771 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,719 shares; 2025Q3: 249,908 shares; 2025Q4: 245,471 shares 245,471 $2.58M 0.06% -4,437 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: 3,655 shares; 2024Q4: 4,267 shares; 2025Q1: 4,851 shares; 2025Q2: 4,543 shares; 2025Q3: 7,014 shares; 2025Q4: 8,300 shares 8,300 $2.56M 0.06% +1,286 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 7,242 shares; 2025Q1: 7,975 shares; 2025Q2: 11,046 shares; 2025Q3: 12,832 shares; 2025Q4: 9,931 shares 9,931 $2.55M 0.06% -2,901 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,330 shares; 2025Q1: 29,619 shares; 2025Q2: 28,412 shares; 2025Q3: 45,156 shares; 2025Q4: 64,385 shares 64,385 $2.54M 0.06% +19,229 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: 10,353 shares; 2024Q4: 10,996 shares; 2025Q1: 10,394 shares; 2025Q2: 10,717 shares; 2025Q3: 11,934 shares; 2025Q4: 12,165 shares 12,165 $2.54M 0.06% +231 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,914 shares; 2025Q3: 14,211 shares; 2025Q4: 18,720 shares 18,720 $2.53M 0.06% +4,509 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: not reported; 2024Q4: 8,325 shares; 2025Q1: 9,057 shares; 2025Q2: 57,858 shares; 2025Q3: 51,349 shares; 2025Q4: 51,747 shares 51,747 $2.51M 0.06% +398 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: 18,136 shares; 2024Q4: 18,410 shares; 2025Q1: 20,086 shares; 2025Q2: 10,351 shares; 2025Q3: 20,535 shares; 2025Q4: 33,984 shares 33,984 $2.5M 0.06% +13,449 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,038 shares; 2025Q1: 39,638 shares; 2025Q2: 29,138 shares; 2025Q3: 29,138 shares; 2025Q4: 34,314 shares 34,314 $2.44M 0.06% +5,176 Timeline JGRO 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: 16,369 shares; 2024Q4: 23,866 shares; 2025Q1: 25,426 shares; 2025Q2: 25,560 shares; 2025Q3: 25,713 shares; 2025Q4: 26,298 shares 26,298 $2.44M 0.06% +585 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,164 shares; 2025Q1: 41,014 shares; 2025Q2: 36,764 shares; 2025Q3: 36,764 shares; 2025Q4: 36,764 shares 36,764 $2.43M 0.06% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,254 shares; 2025Q1: 45,612 shares; 2025Q2: 47,301 shares; 2025Q3: 47,156 shares; 2025Q4: 110,567 shares 110,567 $2.42M 0.06% +63,411 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,381 shares; 2025Q1: 29,199 shares; 2025Q2: 28,707 shares; 2025Q3: 24,494 shares; 2025Q4: 24,493 shares 24,493 $2.42M 0.06% -1 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: 5,110 shares; 2024Q4: 5,508 shares; 2025Q1: 5,581 shares; 2025Q2: 5,772 shares; 2025Q3: 7,043 shares; 2025Q4: 7,138 shares 7,138 $2.41M 0.06% +95 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 129,069 shares; 2025Q1: 106,968 shares; 2025Q2: 88,032 shares; 2025Q3: 88,973 shares; 2025Q4: 93,377 shares 93,377 $2.4M 0.06% +4,404 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,480 shares; 2024Q4: 16,804 shares; 2025Q1: 16,855 shares; 2025Q2: 23,976 shares; 2025Q3: 24,500 shares; 2025Q4: 27,268 shares 27,268 $2.4M 0.06% +2,768 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: 10,326 shares; 2024Q4: 8,322 shares; 2025Q1: 14,174 shares; 2025Q2: 27,668 shares; 2025Q3: 54,628 shares; 2025Q4: 24,252 shares 24,252 $2.33M 0.06% -30,376 Timeline TBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,339 shares; 2025Q1: 114,736 shares; 2025Q2: 114,039 shares; 2025Q3: 114,853 shares; 2025Q4: 117,085 shares 117,085 $2.33M 0.06% +2,232 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,708 shares; 2025Q1: 46,743 shares; 2025Q2: 47,729 shares; 2025Q3: 47,606 shares; 2025Q4: 67,894 shares 67,894 $2.32M 0.06% +20,288 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,583 shares; 2024Q4: 30,304 shares; 2025Q1: 28,599 shares; 2025Q2: 28,119 shares; 2025Q3: 28,535 shares; 2025Q4: 28,562 shares 28,562 $2.28M 0.06% +27 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,811 shares; 2024Q4: 30,639 shares; 2025Q1: 42,549 shares; 2025Q2: 39,815 shares; 2025Q3: 159,326 shares; 2025Q4: 81,023 shares 81,023 $2.25M 0.05% -78,303 Timeline DCOR 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: 9,044 shares; 2024Q4: 8,826 shares; 2025Q1: 9,700 shares; 2025Q2: 29,396 shares; 2025Q3: 29,240 shares; 2025Q4: 29,893 shares 29,893 $2.2M 0.05% +653 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,634 shares; 2025Q2: 20,714 shares; 2025Q3: 66,760 shares; 2025Q4: 74,219 shares 74,219 $2.16M 0.05% +7,459 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,108 shares; 2025Q4: 39,108 shares 39,108 $2.15M 0.05% 0 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: 8,584 shares; 2024Q4: 9,418 shares; 2025Q1: 8,143 shares; 2025Q2: 8,988 shares; 2025Q3: 11,928 shares; 2025Q4: 8,776 shares 8,776 $2.12M 0.05% -3,152 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: 8,947 shares; 2024Q4: 12,667 shares; 2025Q1: 13,860 shares; 2025Q2: 15,329 shares; 2025Q3: 18,550 shares; 2025Q4: 25,041 shares 25,041 $2.1M 0.05% +6,491 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: 19,265 shares; 2024Q4: 17,853 shares; 2025Q1: 17,984 shares; 2025Q2: 16,697 shares; 2025Q3: 23,549 shares; 2025Q4: 23,741 shares 23,741 $2.07M 0.05% +192 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: 27,574 shares; 2025Q4: 27,628 shares 27,628 $2.05M 0.05% +54 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: 14,806 shares; 2024Q4: 13,447 shares; 2025Q1: 13,624 shares; 2025Q2: 12,614 shares; 2025Q3: 13,429 shares; 2025Q4: 12,787 shares 12,787 $2.05M 0.05% -642 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,319 shares; 2025Q1: 15,338 shares; 2025Q2: 15,274 shares; 2025Q3: 15,274 shares; 2025Q4: 14,802 shares 14,802 $2.02M 0.05% -472 Timeline MAXJ 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: 60,469 shares; 2025Q4: 71,765 shares 71,765 $2.02M 0.05% +11,296 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,378 shares 41,378 $2.02M 0.05% new Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,815 shares; 2025Q4: 66,380 shares 66,380 $2.02M 0.05% +10,565 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,174 shares; 2024Q4: 32,037 shares; 2025Q1: 33,643 shares; 2025Q2: 30,595 shares; 2025Q3: 32,691 shares; 2025Q4: 67,483 shares 67,483 $1.98M 0.05% +34,792 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: not reported; 2024Q4: not reported; 2025Q1: 13,168 shares; 2025Q2: 16,379 shares; 2025Q3: 20,073 shares; 2025Q4: 27,855 shares 27,855 $1.98M 0.05% +7,782 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,763 shares; 2025Q1: 11,092 shares; 2025Q2: 92,348 shares; 2025Q3: 88,010 shares; 2025Q4: 88,303 shares 88,303 $1.97M 0.05% +293 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,861 shares; 2025Q1: 1,949 shares; 2025Q2: 2,015 shares; 2025Q3: 2,193 shares; 2025Q4: 2,433 shares 2,433 $1.97M 0.05% +240 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,354 shares; 2025Q4: 41,031 shares 41,031 $1.97M 0.05% -21,323 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: 20,108 shares; 2024Q4: 20,286 shares; 2025Q1: 22,422 shares; 2025Q2: 20,193 shares; 2025Q3: 26,037 shares; 2025Q4: 17,101 shares 17,101 $1.96M 0.05% -8,936 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 9,292 shares; 2025Q1: 9,061 shares; 2025Q2: 8,775 shares; 2025Q3: 8,922 shares; 2025Q4: 9,233 shares 9,233 $1.96M 0.05% +311 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,685 shares; 2024Q4: 42,499 shares; 2025Q1: 43,150 shares; 2025Q2: 19,077 shares; 2025Q3: 36,307 shares; 2025Q4: 36,187 shares 36,187 $1.95M 0.05% -120 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: 2,615 shares; 2024Q4: 6,047 shares; 2025Q1: 6,716 shares; 2025Q2: 7,956 shares; 2025Q3: 10,181 shares; 2025Q4: 10,495 shares 10,495 $1.95M 0.05% +314 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,271 shares; 2025Q1: 68,533 shares; 2025Q2: 69,085 shares; 2025Q3: 67,407 shares; 2025Q4: 68,185 shares 68,185 $1.94M 0.05% +778 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: 30,945 shares; 2024Q4: 31,890 shares; 2025Q1: 35,186 shares; 2025Q2: 11,212 shares; 2025Q3: 14,142 shares; 2025Q4: 14,959 shares 14,959 $1.93M 0.05% +817 Timeline SUSL 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: 15,864 shares; 2025Q1: 15,765 shares; 2025Q2: 15,759 shares; 2025Q3: 15,707 shares; 2025Q4: 15,706 shares 15,706 $1.9M 0.05% -1 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: 13,028 shares; 2024Q4: 14,384 shares; 2025Q1: 18,767 shares; 2025Q2: 19,775 shares; 2025Q3: 22,647 shares; 2025Q4: 25,519 shares 25,519 $1.9M 0.05% +2,872 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,444 shares; 2025Q1: 2,542 shares; 2025Q2: 3,363 shares; 2025Q3: 13,222 shares; 2025Q4: 5,846 shares 5,846 $1.89M 0.05% -7,376 Timeline FMB 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: 9,290 shares; 2024Q4: 9,290 shares; 2025Q1: 8,313 shares; 2025Q2: 11,803 shares; 2025Q3: 18,604 shares; 2025Q4: 36,533 shares 36,533 $1.87M 0.05% +17,929 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 23,471 shares; 2025Q2: 31,928 shares; 2025Q3: 33,081 shares; 2025Q4: 25,864 shares 25,864 $1.87M 0.05% -7,217 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: 21,721 shares; 2024Q4: 21,444 shares; 2025Q1: 20,852 shares; 2025Q2: 18,877 shares; 2025Q3: 19,677 shares; 2025Q4: 20,744 shares 20,744 $1.86M 0.05% +1,067 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: 5,533 shares; 2024Q4: 4,908 shares; 2025Q1: 5,023 shares; 2025Q2: 2,047 shares; 2025Q3: 6,847 shares; 2025Q4: 7,528 shares 7,528 $1.82M 0.04% +681 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,920 shares; 2025Q1: 3,914 shares; 2025Q2: 6,048 shares; 2025Q3: 8,164 shares; 2025Q4: 8,081 shares 8,081 $1.81M 0.04% -83 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: not reported; 2024Q4: 17,238 shares; 2025Q1: 18,024 shares; 2025Q2: 21,799 shares; 2025Q3: 23,782 shares; 2025Q4: 24,358 shares 24,358 $1.79M 0.04% +576 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,924 shares; 2024Q4: 64,708 shares; 2025Q1: 64,890 shares; 2025Q2: 77,873 shares; 2025Q3: 88,591 shares; 2025Q4: 92,330 shares 92,330 $1.79M 0.04% +3,739 Timeline IWX 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: 25,740 shares; 2025Q3: 30,672 shares; 2025Q4: 19,247 shares 19,247 $1.77M 0.04% -11,425 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: 6,843 shares; 2024Q4: 6,700 shares; 2025Q1: 6,259 shares; 2025Q2: 6,083 shares; 2025Q3: 6,080 shares; 2025Q4: 6,069 shares 6,069 $1.76M 0.04% -11 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,820 shares; 2025Q1: 15,672 shares; 2025Q2: 16,790 shares; 2025Q3: 16,723 shares; 2025Q4: 16,685 shares 16,685 $1.75M 0.04% -38 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: 884 shares; 2024Q4: 2,241 shares; 2025Q1: 2,626 shares; 2025Q2: 2,046 shares; 2025Q3: 1,898 shares; 2025Q4: 3,092 shares 3,092 $1.75M 0.04% +1,194 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: 5,275 shares; 2024Q4: 25,352 shares; 2025Q1: 26,541 shares; 2025Q2: 28,080 shares; 2025Q3: 28,426 shares; 2025Q4: 28,743 shares 28,743 $1.75M 0.04% +317 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 12,930 shares; 2025Q1: 12,880 shares; 2025Q2: 11,582 shares; 2025Q3: 15,080 shares; 2025Q4: 27,050 shares 27,050 $1.74M 0.04% +11,970 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,402 shares; 2024Q4: 32,634 shares; 2025Q1: 41,304 shares; 2025Q2: 40,322 shares; 2025Q3: 131,798 shares; 2025Q4: 60,370 shares 60,370 $1.73M 0.04% -71,428 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 8,964 shares; 2025Q1: 9,669 shares; 2025Q2: 22,914 shares; 2025Q3: 28,158 shares; 2025Q4: 27,363 shares 27,363 $1.71M 0.04% -795 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,116 shares; 2024Q4: 51,617 shares; 2025Q1: 53,131 shares; 2025Q2: 30,258 shares; 2025Q3: 30,715 shares; 2025Q4: 26,411 shares 26,411 $1.69M 0.04% -4,304 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 4,652 shares; 2025Q4: 5,358 shares 5,358 $1.69M 0.04% +706 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,235 shares; 2024Q4: 54,037 shares; 2025Q1: 51,425 shares; 2025Q2: 35,566 shares; 2025Q3: 35,837 shares; 2025Q4: 33,426 shares 33,426 $1.68M 0.04% -2,411 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,141 shares; 2025Q3: 2,413 shares; 2025Q4: 4,736 shares 4,736 $1.67M 0.04% +2,323 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,893 shares; 2024Q4: 49,648 shares; 2025Q1: 54,082 shares; 2025Q2: 21,840 shares; 2025Q3: 20,289 shares; 2025Q4: 17,107 shares 17,107 $1.67M 0.04% -3,182 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,923 shares; 2025Q1: 16,398 shares; 2025Q2: 15,398 shares; 2025Q3: 15,398 shares; 2025Q4: 15,398 shares 15,398 $1.67M 0.04% 0 Timeline SHM 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: 7,989 shares; 2024Q4: 44,598 shares; 2025Q1: 42,226 shares; 2025Q2: 30,744 shares; 2025Q3: 28,086 shares; 2025Q4: 34,768 shares 34,768 $1.67M 0.04% +6,682 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,334 shares; 2025Q3: 5,306 shares; 2025Q4: 5,482 shares 5,482 $1.61M 0.04% +176 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: 3,718 shares; 2024Q4: 3,758 shares; 2025Q1: 1,720 shares; 2025Q2: 1,796 shares; 2025Q3: 1,887 shares; 2025Q4: 1,595 shares 1,595 $1.61M 0.04% -292 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,259 shares 57,259 $1.6M 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: 10,495 shares; 2024Q4: 10,310 shares; 2025Q1: 3,650 shares; 2025Q2: 13,959 shares; 2025Q3: 13,105 shares; 2025Q4: 21,116 shares 21,116 $1.59M 0.04% +8,011 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: 34,396 shares; 2024Q4: 42,239 shares; 2025Q1: 40,850 shares; 2025Q2: 57,729 shares; 2025Q3: 91,136 shares; 2025Q4: 63,815 shares 63,815 $1.59M 0.04% -27,321 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: 3,289 shares; 2024Q4: 8,327 shares; 2025Q1: 9,326 shares; 2025Q2: 7,840 shares; 2025Q3: 8,907 shares; 2025Q4: 9,135 shares 9,135 $1.58M 0.04% +228 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,822 shares; 2025Q4: 16,827 shares 16,827 $1.58M 0.04% +2,005 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,474 shares 11,474 $1.58M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,797 shares; 2025Q4: 6,288 shares 6,288 $1.57M 0.04% +1,491 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: not reported; 2024Q4: 4,176 shares; 2025Q1: 4,559 shares; 2025Q2: 6,844 shares; 2025Q3: 8,491 shares; 2025Q4: 8,964 shares 8,964 $1.56M 0.04% +473 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 3,639 shares; 2025Q1: 4,607 shares; 2025Q2: 4,770 shares; 2025Q3: 4,960 shares; 2025Q4: 5,441 shares 5,441 $1.54M 0.04% +481 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 7,090 shares; 2025Q1: 6,981 shares; 2025Q2: 6,550 shares; 2025Q3: 6,918 shares; 2025Q4: 7,558 shares 7,558 $1.54M 0.04% +640 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: 2,427 shares; 2024Q4: 2,831 shares; 2025Q1: 3,064 shares; 2025Q2: 3,791 shares; 2025Q3: 5,250 shares; 2025Q4: 6,216 shares 6,216 $1.54M 0.04% +966 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,701 shares 18,701 $1.53M 0.04% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,594 shares; 2025Q1: 12,972 shares; 2025Q2: 13,006 shares; 2025Q3: 16,977 shares; 2025Q4: 17,047 shares 17,047 $1.52M 0.04% +70 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,647 shares; 2025Q3: 1,934 shares; 2025Q4: 2,477 shares 2,477 $1.52M 0.04% +543 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 4,285 shares; 2025Q1: 4,879 shares; 2025Q2: 4,806 shares; 2025Q3: 5,574 shares; 2025Q4: 5,240 shares 5,240 $1.51M 0.04% -334 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 53,610 shares 53,610 $1.51M 0.04% new 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.04% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,019 shares; 2024Q4: 18,493 shares; 2025Q1: 17,626 shares; 2025Q2: 16,927 shares; 2025Q3: 16,075 shares; 2025Q4: 16,314 shares 16,314 $1.51M 0.04% +239 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: 1,476 shares; 2024Q4: 3,214 shares; 2025Q1: 3,120 shares; 2025Q2: 4,838 shares; 2025Q3: 7,978 shares; 2025Q4: 7,763 shares 7,763 $1.51M 0.04% -215 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: not reported; 2024Q4: 33,033 shares; 2025Q1: 39,206 shares; 2025Q2: 39,666 shares; 2025Q3: 64,569 shares; 2025Q4: 65,388 shares 65,388 $1.51M 0.04% +819 Timeline GSIE 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: 16,101 shares; 2024Q4: 15,767 shares; 2025Q1: 27,201 shares; 2025Q2: 42,905 shares; 2025Q3: 31,804 shares; 2025Q4: 34,910 shares 34,910 $1.5M 0.04% +3,106 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,774 shares; 2025Q2: 60,774 shares; 2025Q3: 59,349 shares; 2025Q4: 58,439 shares 58,439 $1.48M 0.04% -910 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,087 shares; 2025Q1: 6,049 shares; 2025Q2: 26,603 shares; 2025Q3: not reported; 2025Q4: 26,473 shares 26,473 $1.47M 0.04% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,540 shares; 2025Q1: 5,268 shares; 2025Q2: 5,987 shares; 2025Q3: 7,039 shares; 2025Q4: 9,112 shares 9,112 $1.47M 0.04% +2,073 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,369 shares 102,369 $1.47M 0.04% new Timeline SHYG 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: 24,786 shares; 2024Q4: 67,898 shares; 2025Q1: 87,285 shares; 2025Q2: 31,253 shares; 2025Q3: 32,353 shares; 2025Q4: 34,191 shares 34,191 $1.47M 0.04% +1,838 Timeline JVAL 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: 7,293 shares; 2025Q2: 14,375 shares; 2025Q3: 18,661 shares; 2025Q4: 29,773 shares 29,773 $1.46M 0.04% +11,112 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: 438 shares; 2024Q4: 875 shares; 2025Q1: 979 shares; 2025Q2: 572 shares; 2025Q3: 1,178 shares; 2025Q4: 9,535 shares 9,535 $1.46M 0.04% +8,357 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: 14,589 shares; 2024Q4: 15,452 shares; 2025Q1: 15,604 shares; 2025Q2: 16,737 shares; 2025Q3: 18,931 shares; 2025Q4: 18,449 shares 18,449 $1.46M 0.04% -482 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 25,852 shares; 2025Q1: 34,525 shares; 2025Q2: 39,713 shares; 2025Q3: 45,788 shares; 2025Q4: 49,251 shares 49,251 $1.46M 0.04% +3,463 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: 16,249 shares; 2024Q4: 7,766 shares; 2025Q1: 9,381 shares; 2025Q2: 12,438 shares; 2025Q3: 12,477 shares; 2025Q4: 18,338 shares 18,338 $1.46M 0.04% +5,861 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,781 shares; 2024Q4: 13,779 shares; 2025Q1: 13,756 shares; 2025Q2: 13,736 shares; 2025Q3: 14,615 shares; 2025Q4: 14,931 shares 14,931 $1.45M 0.04% +316 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,806 shares; 2025Q1: 7,174 shares; 2025Q2: 12,680 shares; 2025Q3: 21,312 shares; 2025Q4: 21,700 shares 21,700 $1.44M 0.04% +388 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: 2,967 shares; 2024Q4: 3,178 shares; 2025Q1: 2,977 shares; 2025Q2: 7,565 shares; 2025Q3: 9,820 shares; 2025Q4: 10,450 shares 10,450 $1.44M 0.04% +630 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 4,262 shares; 2025Q1: 11,557 shares; 2025Q2: 11,221 shares; 2025Q3: 11,119 shares; 2025Q4: 11,120 shares 11,120 $1.44M 0.04% +1 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,561 shares; 2024Q4: 145,389 shares; 2025Q1: 147,475 shares; 2025Q2: 148,382 shares; 2025Q3: 114,621 shares; 2025Q4: 107,817 shares 107,817 $1.43M 0.03% -6,804 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: 908 shares; 2024Q4: 1,058 shares; 2025Q1: 1,190 shares; 2025Q2: 935 shares; 2025Q3: 1,856 shares; 2025Q4: 2,163 shares 2,163 $1.41M 0.03% +307 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: 7,939 shares; 2024Q4: 7,139 shares; 2025Q1: 7,548 shares; 2025Q2: 5,218 shares; 2025Q3: 8,250 shares; 2025Q4: 8,681 shares 8,681 $1.41M 0.03% +431 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: not reported; 2024Q4: 69,547 shares; 2025Q1: 42,317 shares; 2025Q2: 27,547 shares; 2025Q3: 25,721 shares; 2025Q4: 8,275 shares 8,275 $1.4M 0.03% -17,446 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: 9,396 shares; 2024Q4: 9,271 shares; 2025Q1: 10,003 shares; 2025Q2: 11,893 shares; 2025Q3: 16,458 shares; 2025Q4: 12,483 shares 12,483 $1.4M 0.03% -3,975 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,533 shares; 2025Q1: 6,149 shares; 2025Q2: 7,814 shares; 2025Q3: 8,620 shares; 2025Q4: 8,706 shares 8,706 $1.4M 0.03% +86 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: 10,781 shares; 2024Q4: 11,362 shares; 2025Q1: 12,462 shares; 2025Q2: 38,914 shares; 2025Q3: 38,997 shares; 2025Q4: 39,716 shares 39,716 $1.37M 0.03% +719 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: 10,576 shares; 2024Q4: 31,734 shares; 2025Q1: 37,361 shares; 2025Q2: 71,608 shares; 2025Q3: 46,129 shares; 2025Q4: 14,607 shares 14,607 $1.37M 0.03% -31,522 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,373 shares; 2025Q3: 33,012 shares; 2025Q4: 34,052 shares 34,052 $1.37M 0.03% +1,040 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,383 shares; 2025Q1: 5,030 shares; 2025Q2: 13,188 shares; 2025Q3: 13,916 shares; 2025Q4: 11,928 shares 11,928 $1.36M 0.03% -1,988 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: not reported; 2024Q4: 4,572 shares; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 3,834 shares; 2025Q4: 10,743 shares 10,743 $1.35M 0.03% +6,909 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,002 shares 10,002 $1.35M 0.03% new Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,338 shares; 2025Q2: 35,082 shares; 2025Q3: 40,620 shares; 2025Q4: 52,191 shares 52,191 $1.35M 0.03% +11,571 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 9,902 shares; 2025Q1: 10,383 shares; 2025Q2: 4,546 shares; 2025Q3: 9,482 shares; 2025Q4: 9,453 shares 9,453 $1.33M 0.03% -29 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,516 shares; 2025Q1: 7,159 shares; 2025Q2: 5,037 shares; 2025Q3: 11,043 shares; 2025Q4: 13,514 shares 13,514 $1.33M 0.03% +2,471 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: 21,525 shares; 2024Q4: 20,010 shares; 2025Q1: 19,341 shares; 2025Q2: 18,646 shares; 2025Q3: 17,706 shares; 2025Q4: 18,627 shares 18,627 $1.33M 0.03% +921 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: 3,707 shares; 2024Q4: 3,768 shares; 2025Q1: 4,591 shares; 2025Q2: 4,532 shares; 2025Q3: 4,460 shares; 2025Q4: 4,574 shares 4,574 $1.31M 0.03% +114 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: 20,030 shares 20,030 $1.31M 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 12,303 shares; 2025Q1: 16,819 shares; 2025Q2: 26,396 shares; 2025Q3: 47,417 shares; 2025Q4: 27,470 shares 27,470 $1.29M 0.03% -19,947 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 6,161 shares; 2025Q1: 6,610 shares; 2025Q2: 6,091 shares; 2025Q3: 6,180 shares; 2025Q4: 6,367 shares 6,367 $1.29M 0.03% +187 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,764 shares; 2025Q2: 18,335 shares; 2025Q3: 55,801 shares; 2025Q4: 48,275 shares 48,275 $1.29M 0.03% -7,526 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: 7,661 shares; 2024Q4: 11,622 shares; 2025Q1: 11,918 shares; 2025Q2: 15,369 shares; 2025Q3: 19,653 shares; 2025Q4: 21,333 shares 21,333 $1.28M 0.03% +1,680 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: 319 shares; 2024Q4: 341 shares; 2025Q1: 447 shares; 2025Q2: 822 shares; 2025Q3: 1,184 shares; 2025Q4: 1,054 shares 1,054 $1.28M 0.03% -130 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,103 shares; 2024Q4: 45,249 shares; 2025Q1: 48,854 shares; 2025Q2: 49,028 shares; 2025Q3: 54,788 shares; 2025Q4: 48,710 shares 48,710 $1.28M 0.03% -6,078 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: not reported; 2024Q4: 50,093 shares; 2025Q1: 53,452 shares; 2025Q2: 56,355 shares; 2025Q3: 61,276 shares; 2025Q4: 62,750 shares 62,750 $1.27M 0.03% +1,474 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,241 shares; 2025Q1: 3,199 shares; 2025Q2: 3,256 shares; 2025Q3: 3,333 shares; 2025Q4: 4,287 shares 4,287 $1.27M 0.03% +954 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,787 shares; 2024Q4: 36,944 shares; 2025Q1: 10,756 shares; 2025Q2: 11,910 shares; 2025Q3: 10,375 shares; 2025Q4: 10,131 shares 10,131 $1.26M 0.03% -244 Timeline BBJP 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: 19,031 shares; 2025Q4: 19,175 shares 19,175 $1.26M 0.03% +144 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 4,692 shares; 2025Q1: 5,603 shares; 2025Q2: 3,001 shares; 2025Q3: 22,693 shares; 2025Q4: 12,539 shares 12,539 $1.26M 0.03% -10,154 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: 2,870 shares; 2024Q4: 2,830 shares; 2025Q1: 2,683 shares; 2025Q2: 2,723 shares; 2025Q3: 5,319 shares; 2025Q4: 5,856 shares 5,856 $1.26M 0.03% +537 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: 57,958 shares; 2024Q4: 45,933 shares; 2025Q1: 48,447 shares; 2025Q2: 45,467 shares; 2025Q3: 51,228 shares; 2025Q4: 50,178 shares 50,178 $1.25M 0.03% -1,050 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,707 shares; 2024Q4: 30,817 shares; 2025Q1: 9,552 shares; 2025Q2: 10,281 shares; 2025Q3: 5,525 shares; 2025Q4: 5,332 shares 5,332 $1.25M 0.03% -193 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: not reported; 2024Q4: 1,058 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 3,431 shares; 2025Q4: 4,132 shares 4,132 $1.24M 0.03% +701 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,640 shares; 2024Q4: 29,074 shares; 2025Q1: 30,803 shares; 2025Q2: 30,803 shares; 2025Q3: 51,222 shares; 2025Q4: 60,424 shares 60,424 $1.24M 0.03% +9,202 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,343 shares; 2025Q1: 3,392 shares; 2025Q2: 3,675 shares; 2025Q3: 6,813 shares; 2025Q4: 6,818 shares 6,818 $1.24M 0.03% +5 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,790 shares; 2025Q3: 6,128 shares; 2025Q4: 6,337 shares 6,337 $1.23M 0.03% +209 Timeline FUMB 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: 49,150 shares; 2024Q4: 48,901 shares; 2025Q1: 48,901 shares; 2025Q2: 48,901 shares; 2025Q3: 61,296 shares; 2025Q4: 61,296 shares 61,296 $1.23M 0.03% 0 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: 5,365 shares; 2024Q4: 4,037 shares; 2025Q1: 5,136 shares; 2025Q2: 5,274 shares; 2025Q3: 5,553 shares; 2025Q4: 5,353 shares 5,353 $1.23M 0.03% -200 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 2,773 shares; 2025Q1: 2,900 shares; 2025Q2: 3,340 shares; 2025Q3: 3,584 shares; 2025Q4: 3,760 shares 3,760 $1.22M 0.03% +176 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,243 shares; 2025Q1: 4,174 shares; 2025Q2: 4,284 shares; 2025Q3: 4,496 shares; 2025Q4: 4,524 shares 4,524 $1.22M 0.03% +28 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,206 shares; 2025Q4: 18,722 shares 18,722 $1.22M 0.03% +7,516 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,649 shares; 2025Q1: 12,803 shares; 2025Q2: 23,199 shares; 2025Q3: 57,999 shares; 2025Q4: 12,442 shares 12,442 $1.22M 0.03% -45,557 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,153 shares; 2025Q2: 2,113 shares; 2025Q3: 2,963 shares; 2025Q4: 3,152 shares 3,152 $1.21M 0.03% +189 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,502 shares; 2025Q1: 7,003 shares; 2025Q2: 7,246 shares; 2025Q3: 7,264 shares; 2025Q4: 7,129 shares 7,129 $1.21M 0.03% -135 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 8,731 shares; 2025Q1: 8,789 shares; 2025Q2: 8,719 shares; 2025Q3: 9,094 shares; 2025Q4: 8,911 shares 8,911 $1.21M 0.03% -183 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,373 shares; 2024Q4: 7,373 shares; 2025Q1: 7,257 shares; 2025Q2: 7,132 shares; 2025Q3: 7,132 shares; 2025Q4: 7,192 shares 7,192 $1.21M 0.03% +60 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 48,887 shares 48,887 $1.21M 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,325 shares; 2025Q1: 13,440 shares; 2025Q2: 14,128 shares; 2025Q3: 31,031 shares; 2025Q4: 24,083 shares 24,083 $1.2M 0.03% -6,948 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,820 shares; 2025Q1: 5,109 shares; 2025Q2: 6,468 shares; 2025Q3: 6,976 shares; 2025Q4: 6,647 shares 6,647 $1.19M 0.03% -329 Timeline ARKW ARK ETF TR More: the full row for ARK 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: 2,470 shares; 2025Q4: 8,029 shares 8,029 $1.19M 0.03% +5,559 Timeline MLPD 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: 9,753 shares; 2025Q4: 47,283 shares 47,283 $1.18M 0.03% +37,530 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: 933 shares; 2024Q4: 1,621 shares; 2025Q1: 1,610 shares; 2025Q2: 1,661 shares; 2025Q3: 2,264 shares; 2025Q4: 3,495 shares 3,495 $1.18M 0.03% +1,231 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,637 shares; 2025Q4: 51,820 shares 51,820 $1.16M 0.03% -817 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,493 shares; 2024Q4: 14,624 shares; 2025Q1: 4,107 shares; 2025Q2: 4,206 shares; 2025Q3: 4,617 shares; 2025Q4: 4,952 shares 4,952 $1.16M 0.03% +335 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 9,062 shares; 2025Q1: 10,280 shares; 2025Q2: 9,328 shares; 2025Q3: 12,527 shares; 2025Q4: 12,779 shares 12,779 $1.15M 0.03% +252 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,111 shares; 2025Q1: 5,060 shares; 2025Q2: 5,070 shares; 2025Q3: 5,135 shares; 2025Q4: 5,121 shares 5,121 $1.15M 0.03% -14 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: 16,208 shares; 2024Q4: 16,301 shares; 2025Q1: 5,158 shares; 2025Q2: 5,990 shares; 2025Q3: 6,652 shares; 2025Q4: 5,041 shares 5,041 $1.15M 0.03% -1,611 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: 1,406 shares; 2024Q4: 1,521 shares; 2025Q1: 3,315 shares; 2025Q2: 4,107 shares; 2025Q3: 4,392 shares; 2025Q4: 4,356 shares 4,356 $1.15M 0.03% -36 Timeline IEUR 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: 19,105 shares; 2024Q4: 19,015 shares; 2025Q1: 16,729 shares; 2025Q2: 16,946 shares; 2025Q3: 17,064 shares; 2025Q4: 16,129 shares 16,129 $1.14M 0.03% -935 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,506 shares; 2025Q2: 10,030 shares; 2025Q3: 13,019 shares; 2025Q4: 11,432 shares 11,432 $1.14M 0.03% -1,587 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 4,862 shares; 2025Q1: 5,200 shares; 2025Q2: 5,342 shares; 2025Q3: 5,413 shares; 2025Q4: 5,645 shares 5,645 $1.14M 0.03% +232 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 2,087 shares; 2025Q1: 2,342 shares; 2025Q2: 2,122 shares; 2025Q3: 2,414 shares; 2025Q4: 2,503 shares 2,503 $1.13M 0.03% +89 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 3,813 shares; 2025Q2: 1,170 shares; 2025Q3: 4,403 shares; 2025Q4: 4,703 shares 4,703 $1.13M 0.03% +300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,477 shares; 2025Q3: 8,857 shares; 2025Q4: 8,795 shares 8,795 $1.13M 0.03% -62 Timeline GRID 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: 4,230 shares; 2025Q2: 4,164 shares; 2025Q3: 5,030 shares; 2025Q4: 7,383 shares 7,383 $1.13M 0.03% +2,353 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7,995 shares; 2025Q1: 7,315 shares; 2025Q2: 7,112 shares; 2025Q3: 10,837 shares; 2025Q4: 10,990 shares 10,990 $1.13M 0.03% +153 Timeline SEMG 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: 20,856 shares; 2025Q3: 34,952 shares; 2025Q4: 41,057 shares 41,057 $1.12M 0.03% +6,105 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,368 shares; 2024Q4: 24,374 shares; 2025Q1: 19,362 shares; 2025Q2: 19,807 shares; 2025Q3: 19,807 shares; 2025Q4: 22,425 shares 22,425 $1.12M 0.03% +2,618 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,597 shares; 2024Q4: 24,155 shares; 2025Q1: 24,941 shares; 2025Q2: 25,098 shares; 2025Q3: 25,323 shares; 2025Q4: 25,017 shares 25,017 $1.11M 0.03% -306 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: 4,580 shares; 2024Q4: 5,074 shares; 2025Q1: 4,787 shares; 2025Q2: 5,640 shares; 2025Q3: 6,592 shares; 2025Q4: 6,619 shares 6,619 $1.11M 0.03% +27 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,964 shares; 2024Q4: 12,922 shares; 2025Q1: 12,901 shares; 2025Q2: 10,222 shares; 2025Q3: 13,687 shares; 2025Q4: 14,293 shares 14,293 $1.1M 0.03% +606 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,424 shares; 2025Q1: 3,321 shares; 2025Q2: 3,334 shares; 2025Q3: 3,333 shares; 2025Q4: 3,297 shares 3,297 $1.1M 0.03% -36 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,887 shares; 2025Q2: 1,781 shares; 2025Q3: 2,167 shares; 2025Q4: 1,910 shares 1,910 $1.09M 0.03% -257 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,495 shares; 2024Q4: 26,721 shares; 2025Q1: 34,293 shares; 2025Q2: 41,102 shares; 2025Q3: 41,102 shares; 2025Q4: 48,673 shares 48,673 $1.09M 0.03% +7,571 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,470 shares; 2025Q3: 41,052 shares; 2025Q4: 46,423 shares 46,423 $1.08M 0.03% +5,371 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: 4,798 shares; 2024Q4: 4,854 shares; 2025Q1: 4,072 shares; 2025Q2: 4,120 shares; 2025Q3: 4,252 shares; 2025Q4: 4,737 shares 4,737 $1.08M 0.03% +485 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: 6,698 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 9,520 shares; 2025Q3: 11,695 shares; 2025Q4: 11,939 shares 11,939 $1.08M 0.03% +244 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: 3,819 shares; 2024Q4: 3,846 shares; 2025Q1: 4,260 shares; 2025Q2: 5,788 shares; 2025Q3: 6,449 shares; 2025Q4: 6,630 shares 6,630 $1.07M 0.03% +181 Timeline MTR MESA RTY TR More: the full row for MESA RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263,823 shares; 2025Q1: 259,823 shares; 2025Q2: 254,537 shares; 2025Q3: 249,537 shares; 2025Q4: 244,537 shares 244,537 $1.07M 0.03% -5,000 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,231 shares 20,231 $1.07M 0.03% new Timeline EWJ 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: 3,834 shares; 2024Q4: 4,649 shares; 2025Q1: 3,797 shares; 2025Q2: 3,780 shares; 2025Q3: 12,455 shares; 2025Q4: 13,158 shares 13,158 $1.06M 0.03% +703 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,723 shares; 2024Q4: 8,641 shares; 2025Q1: 7,870 shares; 2025Q2: 7,601 shares; 2025Q3: 8,164 shares; 2025Q4: 8,173 shares 8,173 $1.06M 0.03% +9 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 3,723 shares; 2025Q1: 5,781 shares; 2025Q2: 6,642 shares; 2025Q3: 7,459 shares; 2025Q4: 7,780 shares 7,780 $1.06M 0.03% +321 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,018 shares; 2025Q4: 44,600 shares 44,600 $1.06M 0.03% +32,582 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,945 shares; 2025Q1: 6,641 shares; 2025Q2: 11,607 shares; 2025Q3: 13,434 shares; 2025Q4: 11,059 shares 11,059 $1.05M 0.03% -2,375 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,261 shares 9,261 $1.05M 0.03% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,979 shares; 2025Q1: 1,894 shares; 2025Q2: 1,927 shares; 2025Q3: 1,887 shares; 2025Q4: 1,828 shares 1,828 $1.04M 0.03% -59 Timeline XAUG 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: 24,899 shares; 2024Q4: 24,899 shares; 2025Q1: 24,144 shares; 2025Q2: 24,899 shares; 2025Q3: 28,307 shares; 2025Q4: 27,673 shares 27,673 $1.04M 0.03% -634 Timeline VGIT 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: 20,843 shares; 2024Q4: 19,364 shares; 2025Q1: 17,517 shares; 2025Q2: 17,539 shares; 2025Q3: 17,649 shares; 2025Q4: 17,273 shares 17,273 $1.04M 0.03% -376 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,212 shares; 2024Q4: 31,552 shares; 2025Q1: 25,870 shares; 2025Q2: 27,544 shares; 2025Q3: 30,236 shares; 2025Q4: 8,176 shares 8,176 $1.03M 0.03% -22,060 Timeline QGRO 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: 2,760 shares; 2025Q2: 4,993 shares; 2025Q3: 6,122 shares; 2025Q4: 8,950 shares 8,950 $1.02M 0.03% +2,828 Timeline XJUL 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: 26,495 shares; 2024Q4: 26,559 shares; 2025Q1: 26,559 shares; 2025Q2: 26,211 shares; 2025Q3: 26,211 shares; 2025Q4: 26,211 shares 26,211 $1.02M 0.03% 0 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: 7,854 shares; 2024Q4: 7,683 shares; 2025Q1: 7,683 shares; 2025Q2: 7,683 shares; 2025Q3: 21,655 shares; 2025Q4: 29,529 shares 29,529 $1.01M 0.02% +7,874 Timeline EBMT EAGLE BANCORP MONT INC More: the full row for EAGLE BANCORP MONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,620 shares; 2024Q4: 52,620 shares; 2025Q1: 52,620 shares; 2025Q2: 52,620 shares; 2025Q3: 52,620 shares; 2025Q4: 50,577 shares 50,577 $1.01M 0.02% -2,043 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: 6,418 shares; 2024Q4: 7,288 shares; 2025Q1: 7,833 shares; 2025Q2: 7,736 shares; 2025Q3: 8,030 shares; 2025Q4: 8,288 shares 8,288 $996K 0.02% +258 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,160 shares; 2025Q4: 31,238 shares 31,238 $994K 0.02% +5,078 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,284 shares; 2025Q1: 2,224 shares; 2025Q2: 2,250 shares; 2025Q3: 2,386 shares; 2025Q4: 2,352 shares 2,352 $993K 0.02% -34 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,249 shares; 2025Q4: 37,936 shares 37,936 $985K 0.02% +5,687 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,899 shares; 2024Q4: 35,027 shares; 2025Q1: 32,799 shares; 2025Q2: 35,146 shares; 2025Q3: 34,457 shares; 2025Q4: 34,650 shares 34,650 $979K 0.02% +193 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 20,036 shares; 2025Q2: 22,547 shares; 2025Q3: 36,842 shares; 2025Q4: 44,408 shares 44,408 $978K 0.02% +7,566 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: 10,419 shares; 2024Q4: 12,563 shares; 2025Q1: 12,345 shares; 2025Q2: 10,943 shares; 2025Q3: 11,449 shares; 2025Q4: 11,631 shares 11,631 $972K 0.02% +182 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,774 shares; 2024Q4: 40,091 shares; 2025Q1: 38,785 shares; 2025Q2: 32,309 shares; 2025Q3: 31,117 shares; 2025Q4: 32,179 shares 32,179 $972K 0.02% +1,062 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,331 shares 5,331 $970K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 285 shares; 2025Q2: 309 shares; 2025Q3: 449 shares; 2025Q4: 481 shares 481 $969K 0.02% +32 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 3,149 shares; 2025Q1: 3,224 shares; 2025Q2: 3,002 shares; 2025Q3: 3,771 shares; 2025Q4: 4,635 shares 4,635 $969K 0.02% +864 Timeline XJUN 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: 22,019 shares; 2024Q4: 19,981 shares; 2025Q1: 17,943 shares; 2025Q2: 21,064 shares; 2025Q3: 21,744 shares; 2025Q4: 22,426 shares 22,426 $963K 0.02% +682 Timeline