FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 396,060 shares; 2025Q1: 430,327 shares; 2025Q2: 406,951 shares; 2025Q3: 420,506 shares; 2025Q4: 517,361 shares 517,361 $28.4M 4.22% +96,855 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 358,991 shares; 2025Q1: 390,411 shares; 2025Q2: 359,916 shares; 2025Q3: 374,352 shares; 2025Q4: 386,760 shares 386,760 $21.9M 3.26% +12,408 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: not loaded; 2024Q4: 1,178 shares; 2025Q1: 834 shares; 2025Q2: 31,085 shares; 2025Q3: 31,948 shares; 2025Q4: 33,448 shares 33,448 $21M 3.12% +1,500 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,651 shares; 2025Q3: 239,102 shares; 2025Q4: 245,196 shares 245,196 $20.2M 3.01% +6,094 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,135 shares; 2025Q1: 29,260 shares; 2025Q2: 98,815 shares; 2025Q3: 107,077 shares; 2025Q4: 130,882 shares 130,882 $18.1M 2.7% +23,805 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: not loaded; 2024Q4: 67,402 shares; 2025Q1: 65,775 shares; 2025Q2: 30,926 shares; 2025Q3: 31,178 shares; 2025Q4: 62,937 shares 62,937 $17.1M 2.55% +31,759 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: not loaded; 2024Q4: 41,606 shares; 2025Q1: 43,536 shares; 2025Q2: 43,673 shares; 2025Q3: 44,532 shares; 2025Q4: 45,895 shares 45,895 $14.4M 2.14% +1,363 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: not loaded; 2024Q4: 25,948 shares; 2025Q1: 27,503 shares; 2025Q2: 22,946 shares; 2025Q3: 23,240 shares; 2025Q4: 27,685 shares 27,685 $13.4M 1.99% +4,445 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: not loaded; 2024Q4: 42,522 shares; 2025Q1: 43,280 shares; 2025Q2: 60,166 shares; 2025Q3: 59,660 shares; 2025Q4: 69,891 shares 69,891 $13M 1.94% +10,231 Timeline FSMD 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 loaded; 2024Q4: 225,841 shares; 2025Q1: 246,659 shares; 2025Q2: 227,826 shares; 2025Q3: 236,989 shares; 2025Q4: 243,956 shares 243,956 $10.8M 1.6% +6,967 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224,092 shares; 2025Q1: 230,734 shares; 2025Q2: 245,412 shares; 2025Q3: 255,182 shares; 2025Q4: 268,219 shares 268,219 $10.6M 1.58% +13,037 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,450 shares; 2025Q2: 118,041 shares; 2025Q3: 121,609 shares; 2025Q4: 122,621 shares 122,621 $9.95M 1.48% +1,012 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165,783 shares; 2025Q1: 180,945 shares; 2025Q2: 188,030 shares; 2025Q3: 195,569 shares; 2025Q4: 200,378 shares 200,378 $9.75M 1.45% +4,809 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,873 shares; 2025Q1: 30,559 shares; 2025Q2: 32,070 shares; 2025Q3: 31,766 shares; 2025Q4: 33,542 shares 33,542 $9.57M 1.42% +1,776 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: not loaded; 2024Q4: 23,789 shares; 2025Q1: 22,688 shares; 2025Q2: 17,920 shares; 2025Q3: 17,717 shares; 2025Q4: 20,157 shares 20,157 $9.06M 1.35% +2,440 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: not loaded; 2024Q4: 28,595 shares; 2025Q1: 29,970 shares; 2025Q2: 25,902 shares; 2025Q3: 26,047 shares; 2025Q4: 27,915 shares 27,915 $8.99M 1.34% +1,868 Timeline DFSD 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 loaded; 2024Q4: 134,557 shares; 2025Q1: 144,810 shares; 2025Q2: 153,217 shares; 2025Q3: 164,357 shares; 2025Q4: 170,865 shares 170,865 $8.19M 1.22% +6,508 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,762 shares; 2025Q1: 124,585 shares; 2025Q2: 148,010 shares; 2025Q3: 152,169 shares; 2025Q4: 167,382 shares 167,382 $7.82M 1.16% +15,213 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,945 shares; 2025Q1: 36,803 shares; 2025Q2: 1,721 shares; 2025Q3: 5,654 shares; 2025Q4: 29,602 shares 29,602 $7.49M 1.11% +23,948 Timeline DFCF 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 loaded; 2024Q4: 149,510 shares; 2025Q1: 150,411 shares; 2025Q2: 151,753 shares; 2025Q3: 162,512 shares; 2025Q4: 174,591 shares 174,591 $7.43M 1.11% +12,079 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,607 shares; 2025Q1: 78,609 shares; 2025Q2: 25,578 shares; 2025Q3: 20,678 shares; 2025Q4: 141,410 shares 141,410 $6.89M 1.02% +120,732 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: not loaded; 2024Q4: 85,363 shares; 2025Q1: 87,707 shares; 2025Q2: 81,399 shares; 2025Q3: 86,022 shares; 2025Q4: 89,338 shares 89,338 $6.88M 1.02% +3,316 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: not loaded; 2024Q4: 21,601 shares; 2025Q1: 22,918 shares; 2025Q2: 17,604 shares; 2025Q3: 17,554 shares; 2025Q4: 19,298 shares 19,298 $6.68M 0.99% +1,744 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: not loaded; 2024Q4: 42,450 shares; 2025Q1: 44,414 shares; 2025Q2: 46,612 shares; 2025Q3: 49,321 shares; 2025Q4: 52,848 shares 52,848 $6.36M 0.95% +3,527 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: not loaded; 2024Q4: 94,871 shares; 2025Q1: 100,969 shares; 2025Q2: 108,308 shares; 2025Q3: 111,517 shares; 2025Q4: 112,752 shares 112,752 $6.2M 0.92% +1,235 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 loaded; 2024Q4: 24,372 shares; 2025Q1: 25,240 shares; 2025Q2: not reported; 2025Q3: 4,143 shares; 2025Q4: 21,303 shares 21,303 $5.9M 0.88% +17,160 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,058 shares; 2025Q1: 14,857 shares; 2025Q2: 14,714 shares; 2025Q3: 15,175 shares; 2025Q4: 15,368 shares 15,368 $5.69M 0.85% +193 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 loaded; 2024Q4: 15,729 shares; 2025Q1: 16,945 shares; 2025Q2: 18,431 shares; 2025Q3: 19,104 shares; 2025Q4: 19,357 shares 19,357 $5.68M 0.85% +253 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,490 shares; 2025Q1: 68,290 shares; 2025Q2: 2,933 shares; 2025Q3: 11,879 shares; 2025Q4: 57,677 shares 57,677 $5.27M 0.78% +45,798 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125,868 shares; 2025Q1: 128,629 shares; 2025Q2: 128,307 shares; 2025Q3: 128,307 shares; 2025Q4: 128,059 shares 128,059 $5.24M 0.78% -248 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 176,687 shares; 2025Q3: not reported; 2025Q4: 54,239 shares 54,239 $4.96M 0.74% new Timeline SCHI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205,492 shares 205,492 $4.72M 0.7% new 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: not loaded; 2024Q4: 16,897 shares; 2025Q1: 26,278 shares; 2025Q2: 8,016 shares; 2025Q3: 6,370 shares; 2025Q4: 14,014 shares 14,014 $4.7M 0.7% +7,644 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,515 shares; 2025Q4: 152,228 shares 152,228 $4.59M 0.68% +130,713 Timeline DUSB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,027 shares; 2025Q3: 79,501 shares; 2025Q4: 89,907 shares 89,907 $4.55M 0.68% +10,406 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,721 shares; 2025Q1: 44,245 shares; 2025Q2: 12,647 shares; 2025Q3: 9,896 shares; 2025Q4: 67,519 shares 67,519 $4.55M 0.68% +57,623 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: not loaded; 2024Q4: 3,523 shares; 2025Q1: 3,374 shares; 2025Q2: 3,059 shares; 2025Q3: 4,567 shares; 2025Q4: 6,522 shares 6,522 $4.45M 0.66% +1,955 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95,670 shares; 2025Q1: 100,294 shares; 2025Q2: 27,496 shares; 2025Q3: 28,545 shares; 2025Q4: 93,030 shares 93,030 $4.4M 0.66% +64,485 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: not loaded; 2024Q4: 49,601 shares; 2025Q1: 51,687 shares; 2025Q2: 13,121 shares; 2025Q3: 11,859 shares; 2025Q4: 45,755 shares 45,755 $4.4M 0.65% +33,896 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,727 shares; 2025Q1: 7,993 shares; 2025Q2: 7,541 shares; 2025Q3: 7,762 shares; 2025Q4: 7,902 shares 7,902 $4.37M 0.65% +140 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: not loaded; 2024Q4: 18,802 shares; 2025Q1: 19,027 shares; 2025Q2: 13,553 shares; 2025Q3: 12,952 shares; 2025Q4: 18,892 shares 18,892 $4.36M 0.65% +5,940 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: not loaded; 2024Q4: not reported; 2025Q1: 33,242 shares; 2025Q2: 25,917 shares; 2025Q3: 26,135 shares; 2025Q4: 26,808 shares 26,808 $4.32M 0.64% +673 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,624 shares; 2025Q1: 66,836 shares; 2025Q2: not reported; 2025Q3: 10,490 shares; 2025Q4: 62,179 shares 62,179 $4.32M 0.64% +51,689 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,378 shares; 2025Q1: 111,804 shares; 2025Q2: not reported; 2025Q3: 20,807 shares; 2025Q4: 111,604 shares 111,604 $4.28M 0.64% +90,797 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,839 shares; 2025Q1: 105,934 shares; 2025Q2: 108,720 shares; 2025Q3: 116,083 shares; 2025Q4: 120,278 shares 120,278 $4.14M 0.62% +4,195 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,993 shares 111,993 $4.06M 0.6% new 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: not loaded; 2024Q4: 1,675 shares; 2025Q1: 1,940 shares; 2025Q2: 4,699 shares; 2025Q3: 4,872 shares; 2025Q4: 5,957 shares 5,957 $3.93M 0.58% +1,085 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,227 shares; 2025Q4: 61,037 shares 61,037 $3.55M 0.53% +49,810 Timeline RWL 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 loaded; 2024Q4: 34,303 shares; 2025Q1: 36,463 shares; 2025Q2: not reported; 2025Q3: 5,881 shares; 2025Q4: 30,714 shares 30,714 $3.52M 0.52% +24,833 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: not loaded; 2024Q4: 11,202 shares; 2025Q1: 11,222 shares; 2025Q2: 5,042 shares; 2025Q3: 4,879 shares; 2025Q4: 11,062 shares 11,062 $3.47M 0.52% +6,183 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: not loaded; 2024Q4: 8,902 shares; 2025Q1: 9,003 shares; 2025Q2: 8,254 shares; 2025Q3: 8,358 shares; 2025Q4: 9,723 shares 9,723 $3.41M 0.51% +1,365 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,129 shares; 2025Q1: 104,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,291 shares 98,291 $3.22M 0.48% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,780 shares; 2025Q1: 58,401 shares; 2025Q2: 56,046 shares; 2025Q3: 64,955 shares; 2025Q4: 68,376 shares 68,376 $3.2M 0.48% +3,421 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: not loaded; 2024Q4: 120,510 shares; 2025Q1: 125,489 shares; 2025Q2: 45,250 shares; 2025Q3: 52,749 shares; 2025Q4: 127,103 shares 127,103 $3.2M 0.48% +74,354 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares; 2025Q3: 9,440 shares; 2025Q4: 68,327 shares 68,327 $3.1M 0.46% +58,887 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,460 shares; 2025Q1: 44,247 shares; 2025Q2: 43,358 shares; 2025Q3: 43,267 shares; 2025Q4: 43,267 shares 43,267 $3.07M 0.46% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,346 shares; 2025Q3: 14,809 shares; 2025Q4: 116,185 shares 116,185 $2.89M 0.43% +101,376 Timeline EAPR 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 loaded; 2024Q4: 97,131 shares; 2025Q1: 95,732 shares; 2025Q2: 18,410 shares; 2025Q3: 13,854 shares; 2025Q4: 97,091 shares 97,091 $2.88M 0.43% +83,237 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,223 shares; 2025Q4: 28,671 shares 28,671 $2.86M 0.43% +2,448 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: not loaded; 2024Q4: 5,807 shares; 2025Q1: 5,794 shares; 2025Q2: 4,029 shares; 2025Q3: 23,154 shares; 2025Q4: 25,069 shares 25,069 $2.85M 0.42% +1,915 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,432 shares; 2025Q1: 31,535 shares; 2025Q2: not reported; 2025Q3: 5,554 shares; 2025Q4: 28,772 shares 28,772 $2.83M 0.42% +23,218 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 loaded; 2024Q4: 401 shares; 2025Q1: 403 shares; 2025Q2: 2,433 shares; 2025Q3: 2,521 shares; 2025Q4: 2,609 shares 2,609 $2.79M 0.42% +88 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: not loaded; 2024Q4: 51,833 shares; 2025Q1: 52,028 shares; 2025Q2: 13,346 shares; 2025Q3: 9,859 shares; 2025Q4: 51,826 shares 51,826 $2.79M 0.41% +41,967 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 loaded; 2024Q4: 104,645 shares; 2025Q1: 109,485 shares; 2025Q2: 31,031 shares; 2025Q3: 31,151 shares; 2025Q4: 103,626 shares 103,626 $2.76M 0.41% +72,475 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,158 shares; 2025Q1: 61,197 shares; 2025Q2: 13,710 shares; 2025Q3: 9,387 shares; 2025Q4: 58,068 shares 58,068 $2.63M 0.39% +48,681 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: not loaded; 2024Q4: 34,881 shares; 2025Q1: 37,120 shares; 2025Q2: 7,036 shares; 2025Q3: 13,571 shares; 2025Q4: 32,304 shares 32,304 $2.6M 0.39% +18,733 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,093 shares; 2025Q3: 8,475 shares; 2025Q4: 8,809 shares 8,809 $2.56M 0.38% +334 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104,445 shares; 2025Q1: 113,004 shares; 2025Q2: 27,282 shares; 2025Q3: 20,724 shares; 2025Q4: 140,653 shares 140,653 $2.48M 0.37% +119,929 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: not loaded; 2024Q4: 11,304 shares; 2025Q1: 10,658 shares; 2025Q2: 6,268 shares; 2025Q3: 8,049 shares; 2025Q4: 11,663 shares 11,663 $2.41M 0.36% +3,614 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: not loaded; 2024Q4: 30,857 shares; 2025Q1: 28,421 shares; 2025Q2: 13,830 shares; 2025Q3: 16,347 shares; 2025Q4: 29,500 shares 29,500 $2.37M 0.35% +13,153 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: not loaded; 2024Q4: 4,529 shares; 2025Q1: 4,543 shares; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 15,236 shares 15,236 $2.36M 0.35% +12,432 Timeline DFAW 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 loaded; 2024Q4: 33,903 shares; 2025Q1: 23,666 shares; 2025Q2: 25,833 shares; 2025Q3: 26,280 shares; 2025Q4: 31,858 shares 31,858 $2.36M 0.35% +5,578 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: not loaded; 2024Q4: 2,050 shares; 2025Q1: 2,303 shares; 2025Q2: 2,093 shares; 2025Q3: 2,080 shares; 2025Q4: 2,114 shares 2,114 $2.27M 0.34% +34 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,112 shares 22,112 $2.22M 0.33% new Timeline PJIO PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,430 shares; 2025Q1: 30,659 shares; 2025Q2: 8,823 shares; 2025Q3: 6,221 shares; 2025Q4: 35,431 shares 35,431 $2.17M 0.32% +29,210 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: not loaded; 2024Q4: 16,418 shares; 2025Q1: 16,336 shares; 2025Q2: 2,435 shares; 2025Q3: not reported; 2025Q4: 15,016 shares 15,016 $2.16M 0.32% new Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,233 shares; 2025Q1: 54,233 shares; 2025Q2: 54,233 shares; 2025Q3: 54,233 shares; 2025Q4: 53,713 shares 53,713 $2.13M 0.32% -520 Timeline FEX 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 loaded; 2024Q4: 150,474 shares; 2025Q1: 164,824 shares; 2025Q2: 18,922 shares; 2025Q3: 17,166 shares; 2025Q4: 17,385 shares 17,385 $2.06M 0.31% +219 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,221 shares; 2025Q1: 39,507 shares; 2025Q2: not reported; 2025Q3: 6,264 shares; 2025Q4: 30,305 shares 30,305 $2.03M 0.3% +24,041 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,266 shares 51,266 $1.99M 0.3% new 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: not loaded; 2024Q4: 15,161 shares; 2025Q1: 15,986 shares; 2025Q2: 12,725 shares; 2025Q3: 12,172 shares; 2025Q4: 12,048 shares 12,048 $1.93M 0.29% -124 Timeline SPHQ 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 loaded; 2024Q4: 35,755 shares; 2025Q1: 34,593 shares; 2025Q2: 7,531 shares; 2025Q3: 4,272 shares; 2025Q4: 25,629 shares 25,629 $1.92M 0.29% +21,357 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: not loaded; 2024Q4: 7,201 shares; 2025Q1: 7,619 shares; 2025Q2: 2,279 shares; 2025Q3: 1,797 shares; 2025Q4: 7,421 shares 7,421 $1.91M 0.28% +5,624 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,821 shares; 2025Q1: 39,971 shares; 2025Q2: 36,661 shares; 2025Q3: 39,273 shares; 2025Q4: 41,060 shares 41,060 $1.87M 0.28% +1,787 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: not loaded; 2024Q4: 5,738 shares; 2025Q1: 5,429 shares; 2025Q2: 3,208 shares; 2025Q3: 4,229 shares; 2025Q4: 6,119 shares 6,119 $1.87M 0.28% +1,890 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,111 shares; 2025Q1: 12,193 shares; 2025Q2: 2,877 shares; 2025Q3: 1,773 shares; 2025Q4: 9,613 shares 9,613 $1.84M 0.27% +7,840 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: not loaded; 2024Q4: 18,231 shares; 2025Q1: 17,685 shares; 2025Q2: 15,036 shares; 2025Q3: 15,180 shares; 2025Q4: 15,690 shares 15,690 $1.84M 0.27% +510 Timeline BUFS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,690 shares; 2025Q4: 79,568 shares 79,568 $1.82M 0.27% +68,878 Timeline PBQQ PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,672 shares; 2025Q4: 62,724 shares 62,724 $1.81M 0.27% +54,052 Timeline COWG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,019 shares; 2025Q4: 51,216 shares 51,216 $1.8M 0.27% +40,197 Timeline BUFY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,139 shares; 2025Q4: 80,963 shares 80,963 $1.8M 0.27% +69,824 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,824 shares; 2025Q1: 19,552 shares; 2025Q2: 25,311 shares; 2025Q3: 24,366 shares; 2025Q4: 45,395 shares 45,395 $1.8M 0.27% +21,029 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,993 shares; 2025Q1: 25,074 shares; 2025Q2: 4,305 shares; 2025Q3: not reported; 2025Q4: 20,865 shares 20,865 $1.77M 0.26% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,843 shares; 2025Q1: 11,977 shares; 2025Q2: 9,727 shares; 2025Q3: 9,558 shares; 2025Q4: 9,935 shares 9,935 $1.77M 0.26% +377 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,700 shares; 2025Q1: 24,607 shares; 2025Q2: 6,810 shares; 2025Q3: 3,653 shares; 2025Q4: 21,631 shares 21,631 $1.76M 0.26% +17,978 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: not loaded; 2024Q4: 6,762 shares; 2025Q1: 7,676 shares; 2025Q2: 7,224 shares; 2025Q3: 7,450 shares; 2025Q4: 7,680 shares 7,680 $1.75M 0.26% +230 Timeline DFGX 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 loaded; 2024Q4: 4,420 shares; 2025Q1: 5,282 shares; 2025Q2: 9,991 shares; 2025Q3: 21,939 shares; 2025Q4: 32,765 shares 32,765 $1.72M 0.26% +10,826 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,607 shares; 2025Q1: 4,370 shares; 2025Q2: 5,452 shares; 2025Q3: 5,674 shares; 2025Q4: 5,568 shares 5,568 $1.69M 0.25% -106 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: not loaded; 2024Q4: 2,547 shares; 2025Q1: 4,815 shares; 2025Q2: 2,940 shares; 2025Q3: 3,682 shares; 2025Q4: 4,989 shares 4,989 $1.68M 0.25% +1,307 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: not loaded; 2024Q4: 22,354 shares; 2025Q1: 20,894 shares; 2025Q2: 4,061 shares; 2025Q3: not reported; 2025Q4: 18,597 shares 18,597 $1.66M 0.25% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,872 shares; 2025Q1: 6,925 shares; 2025Q2: 6,917 shares; 2025Q3: 6,992 shares; 2025Q4: 7,569 shares 7,569 $1.64M 0.24% +577 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,109 shares; 2025Q4: 56,179 shares 56,179 $1.64M 0.24% +45,070 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,920 shares; 2025Q1: 33,665 shares; 2025Q2: 32,762 shares; 2025Q3: 31,510 shares; 2025Q4: 30,033 shares 30,033 $1.6M 0.24% -1,477 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: not loaded; 2024Q4: 9,634 shares; 2025Q1: 9,019 shares; 2025Q2: 4,654 shares; 2025Q3: 6,920 shares; 2025Q4: 11,160 shares 11,160 $1.6M 0.24% +4,240 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: not loaded; 2024Q4: 5,496 shares; 2025Q1: 7,855 shares; 2025Q2: 2,984 shares; 2025Q3: 4,590 shares; 2025Q4: 10,662 shares 10,662 $1.53M 0.23% +6,072 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 loaded; 2024Q4: 51,712 shares; 2025Q1: 61,606 shares; 2025Q2: 18,699 shares; 2025Q3: 12,705 shares; 2025Q4: 56,430 shares 56,430 $1.52M 0.23% +43,725 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: not loaded; 2024Q4: 4,214 shares; 2025Q1: 4,092 shares; 2025Q2: 1,628 shares; 2025Q3: 1,462 shares; 2025Q4: 5,088 shares 5,088 $1.51M 0.22% +3,626 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,799 shares; 2025Q1: 30,626 shares; 2025Q2: 31,574 shares; 2025Q3: 31,476 shares; 2025Q4: 30,493 shares 30,493 $1.5M 0.22% -983 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,059 shares; 2025Q1: 32,030 shares; 2025Q2: 9,246 shares; 2025Q3: not reported; 2025Q4: 33,989 shares 33,989 $1.48M 0.22% 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 loaded; 2024Q4: 707 shares; 2025Q1: 747 shares; 2025Q2: 622 shares; 2025Q3: 619 shares; 2025Q4: 729 shares 729 $1.47M 0.22% +110 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: not loaded; 2024Q4: 18,006 shares; 2025Q1: 17,553 shares; 2025Q2: 14,873 shares; 2025Q3: 15,811 shares; 2025Q4: 16,450 shares 16,450 $1.43M 0.21% +639 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,740 shares; 2025Q1: 4,825 shares; 2025Q2: 1,645 shares; 2025Q3: 2,570 shares; 2025Q4: 4,582 shares 4,582 $1.43M 0.21% +2,012 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: not loaded; 2024Q4: 10,238 shares; 2025Q1: 9,571 shares; 2025Q2: 6,815 shares; 2025Q3: 6,984 shares; 2025Q4: 9,328 shares 9,328 $1.42M 0.21% +2,344 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 loaded; 2024Q4: 1,051 shares; 2025Q1: 2,152 shares; 2025Q2: 2,205 shares; 2025Q3: 2,240 shares; 2025Q4: 2,230 shares 2,230 $1.36M 0.2% -10 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: not loaded; 2024Q4: 11,487 shares; 2025Q1: 11,002 shares; 2025Q2: 4,316 shares; 2025Q3: 6,302 shares; 2025Q4: 10,796 shares 10,796 $1.35M 0.2% +4,494 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,952 shares; 2025Q1: 17,675 shares; 2025Q2: 17,433 shares; 2025Q3: 17,181 shares; 2025Q4: 16,826 shares 16,826 $1.35M 0.2% -355 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,217 shares; 2025Q1: 2,170 shares; 2025Q2: 2,618 shares; 2025Q3: 2,070 shares; 2025Q4: 1,991 shares 1,991 $1.34M 0.2% -79 Timeline FNX 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 loaded; 2024Q4: 108,171 shares; 2025Q1: 117,645 shares; 2025Q2: 11,736 shares; 2025Q3: 10,808 shares; 2025Q4: 10,574 shares 10,574 $1.33M 0.2% -234 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: not loaded; 2024Q4: 5,100 shares; 2025Q1: 5,142 shares; 2025Q2: 1,657 shares; 2025Q3: 2,919 shares; 2025Q4: 5,485 shares 5,485 $1.32M 0.2% +2,566 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: not loaded; 2024Q4: 4,611 shares; 2025Q1: 7,367 shares; 2025Q2: 5,100 shares; 2025Q3: 5,311 shares; 2025Q4: 6,715 shares 6,715 $1.31M 0.19% +1,404 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: not loaded; 2024Q4: 7,892 shares; 2025Q1: 7,421 shares; 2025Q2: 4,801 shares; 2025Q3: 4,631 shares; 2025Q4: 12,332 shares 12,332 $1.3M 0.19% +7,701 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,286 shares 48,286 $1.29M 0.19% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,759 shares; 2025Q1: 60,969 shares; 2025Q2: 47,930 shares; 2025Q3: 47,142 shares; 2025Q4: 51,217 shares 51,217 $1.28M 0.19% +4,075 Timeline IJAN 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 loaded; 2024Q4: 88,841 shares; 2025Q1: 86,480 shares; 2025Q2: 15,103 shares; 2025Q3: not reported; 2025Q4: 33,931 shares 33,931 $1.23M 0.18% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,545 shares; 2025Q1: 12,671 shares; 2025Q2: 15,736 shares; 2025Q3: 15,736 shares; 2025Q4: 15,465 shares 15,465 $1.22M 0.18% -271 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,603 shares; 2025Q4: 30,359 shares 30,359 $1.21M 0.18% +21,756 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,520 shares 18,520 $1.21M 0.18% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,912 shares; 2025Q1: 173,844 shares; 2025Q2: 13,263 shares; 2025Q3: 7,990 shares; 2025Q4: 43,824 shares 43,824 $1.2M 0.18% +35,834 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: not loaded; 2024Q4: 2,265 shares; 2025Q1: 2,300 shares; 2025Q2: 1,971 shares; 2025Q3: 2,044 shares; 2025Q4: 2,367 shares 2,367 $1.19M 0.18% +323 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: not loaded; 2024Q4: 1,984 shares; 2025Q1: 2,028 shares; 2025Q2: 521 shares; 2025Q3: 518 shares; 2025Q4: 2,045 shares 2,045 $1.17M 0.17% +1,527 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,287 shares; 2025Q1: 8,692 shares; 2025Q2: 2,765 shares; 2025Q3: 6,193 shares; 2025Q4: 11,723 shares 11,723 $1.16M 0.17% +5,530 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: not loaded; 2024Q4: 10,024 shares; 2025Q1: 10,343 shares; 2025Q2: 9,244 shares; 2025Q3: 9,169 shares; 2025Q4: 9,604 shares 9,604 $1.15M 0.17% +435 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,448 shares; 2025Q1: 38,023 shares; 2025Q2: 39,231 shares; 2025Q3: 43,016 shares; 2025Q4: 50,301 shares 50,301 $1.15M 0.17% +7,285 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: not loaded; 2024Q4: 5,092 shares; 2025Q1: 4,833 shares; 2025Q2: 4,513 shares; 2025Q3: 4,376 shares; 2025Q4: 3,338 shares 3,338 $1.15M 0.17% -1,038 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,686 shares 12,686 $1.14M 0.17% new Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,774 shares; 2025Q1: 28,311 shares; 2025Q2: 23,305 shares; 2025Q3: 19,226 shares; 2025Q4: 44,279 shares 44,279 $1.14M 0.17% +25,053 Timeline DFEM 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 loaded; 2024Q4: 27,444 shares; 2025Q1: 31,002 shares; 2025Q2: 32,136 shares; 2025Q3: 33,786 shares; 2025Q4: 33,875 shares 33,875 $1.12M 0.17% +89 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,862 shares; 2025Q1: 70,163 shares; 2025Q2: 13,291 shares; 2025Q3: not reported; 2025Q4: 27,021 shares 27,021 $1.12M 0.17% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,435 shares; 2025Q1: 11,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,743 shares 10,743 $1.09M 0.16% 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: not loaded; 2024Q4: 3,898 shares; 2025Q1: 3,816 shares; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 7,427 shares 7,427 $1.07M 0.16% +6,676 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: not loaded; 2024Q4: 6,053 shares; 2025Q1: 6,153 shares; 2025Q2: 3,099 shares; 2025Q3: 2,582 shares; 2025Q4: 6,181 shares 6,181 $1.06M 0.16% +3,599 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: not loaded; 2024Q4: 10,027 shares; 2025Q1: 10,081 shares; 2025Q2: 9,344 shares; 2025Q3: 9,300 shares; 2025Q4: 9,338 shares 9,338 $1.04M 0.15% +38 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,978 shares; 2025Q4: 20,926 shares 20,926 $1.03M 0.15% +9,948 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: not loaded; 2024Q4: 9,335 shares; 2025Q1: 9,383 shares; 2025Q2: 3,812 shares; 2025Q3: 3,004 shares; 2025Q4: 7,839 shares 7,839 $1.03M 0.15% +4,835 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: not loaded; 2024Q4: 1,164 shares; 2025Q1: 1,450 shares; 2025Q2: 1,215 shares; 2025Q3: 1,199 shares; 2025Q4: 6,701 shares 6,701 $1.03M 0.15% +5,502 Timeline NAPR 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 loaded; 2024Q4: 50,520 shares; 2025Q1: 49,065 shares; 2025Q2: 10,092 shares; 2025Q3: not reported; 2025Q4: 19,114 shares 19,114 $1.03M 0.15% new Timeline FNY 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 loaded; 2024Q4: 12,012 shares; 2025Q1: 12,248 shares; 2025Q2: 11,305 shares; 2025Q3: 11,245 shares; 2025Q4: 11,245 shares 11,245 $1.03M 0.15% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,513 shares 49,513 $997K 0.15% new 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: not loaded; 2024Q4: 8,313 shares; 2025Q1: 8,842 shares; 2025Q2: 3,040 shares; 2025Q3: 4,829 shares; 2025Q4: 8,887 shares 8,887 $979K 0.15% +4,058 Timeline UJUN 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 loaded; 2024Q4: 16,795 shares; 2025Q1: 15,353 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,510 shares 25,510 $954K 0.14% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,824 shares; 2025Q1: 179,596 shares; 2025Q2: 177,679 shares; 2025Q3: 180,159 shares; 2025Q4: 181,309 shares 181,309 $907K 0.13% +1,150 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,069 shares; 2025Q1: 6,891 shares; 2025Q2: 2,031 shares; 2025Q3: 4,087 shares; 2025Q4: 8,203 shares 8,203 $904K 0.13% +4,116 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: not loaded; 2024Q4: 4,873 shares; 2025Q1: 4,365 shares; 2025Q2: 1,331 shares; 2025Q3: 2,633 shares; 2025Q4: 5,308 shares 5,308 $890K 0.13% +2,675 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,929 shares; 2025Q1: 4,874 shares; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: 5,425 shares 5,425 $886K 0.13% +2,857 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,509 shares; 2025Q1: 1,479 shares; 2025Q2: 466 shares; 2025Q3: 868 shares; 2025Q4: 1,691 shares 1,691 $884K 0.13% +823 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,611 shares; 2025Q1: 69,111 shares; 2025Q2: 56,969 shares; 2025Q3: 57,785 shares; 2025Q4: 75,779 shares 75,779 $883K 0.13% +17,994 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,830 shares; 2025Q1: 4,226 shares; 2025Q2: 1,628 shares; 2025Q3: 1,577 shares; 2025Q4: 4,228 shares 4,228 $883K 0.13% +2,651 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,131 shares 50,131 $865K 0.13% new 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: not loaded; 2024Q4: 1,399 shares; 2025Q1: 1,684 shares; 2025Q2: 955 shares; 2025Q3: 818 shares; 2025Q4: 1,246 shares 1,246 $853K 0.13% +428 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,431 shares; 2025Q1: 20,692 shares; 2025Q2: 6,894 shares; 2025Q3: 6,273 shares; 2025Q4: 20,949 shares 20,949 $853K 0.13% +14,676 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: not loaded; 2024Q4: 1,366 shares; 2025Q1: 1,691 shares; 2025Q2: 1,753 shares; 2025Q3: 1,810 shares; 2025Q4: 1,805 shares 1,805 $840K 0.13% -5 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: not loaded; 2024Q4: 73,198 shares; 2025Q1: 25,265 shares; 2025Q2: 11,927 shares; 2025Q3: 12,022 shares; 2025Q4: 20,156 shares 20,156 $821K 0.12% +8,134 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,489 shares; 2025Q1: 3,680 shares; 2025Q2: 1,209 shares; 2025Q3: 2,138 shares; 2025Q4: 4,323 shares 4,323 $813K 0.12% +2,185 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,521 shares; 2025Q1: 11,555 shares; 2025Q2: not reported; 2025Q3: 2,701 shares; 2025Q4: 8,207 shares 8,207 $788K 0.12% +5,506 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: not loaded; 2024Q4: 5,982 shares; 2025Q1: 5,589 shares; 2025Q2: not reported; 2025Q3: 3,070 shares; 2025Q4: 7,934 shares 7,934 $787K 0.12% +4,864 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,521 shares; 2025Q1: 11,540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,168 shares 15,168 $783K 0.12% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,766 shares; 2025Q1: 2,920 shares; 2025Q2: 2,474 shares; 2025Q3: 2,517 shares; 2025Q4: 2,307 shares 2,307 $779K 0.12% -210 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: not loaded; 2024Q4: 14,906 shares; 2025Q1: 14,636 shares; 2025Q2: 12,792 shares; 2025Q3: 12,607 shares; 2025Q4: 9,620 shares 9,620 $772K 0.11% -2,987 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,618 shares; 2025Q1: 61,740 shares; 2025Q2: 16,129 shares; 2025Q3: 37,967 shares; 2025Q4: 91,788 shares 91,788 $766K 0.11% +53,821 SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,165 shares; 2025Q2: 5,067 shares; 2025Q3: 6,079 shares; 2025Q4: 5,916 shares 5,916 $755K 0.11% -163 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 loaded; 2024Q4: 5,075 shares; 2025Q1: 5,208 shares; 2025Q2: not reported; 2025Q3: 3,276 shares; 2025Q4: 7,638 shares 7,638 $747K 0.11% +4,362 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,324 shares; 2025Q1: 9,045 shares; 2025Q2: not reported; 2025Q3: 2,950 shares; 2025Q4: 8,354 shares 8,354 $728K 0.11% +5,404 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,040 shares; 2025Q1: 15,935 shares; 2025Q2: not reported; 2025Q3: 4,387 shares; 2025Q4: 14,150 shares 14,150 $714K 0.11% +9,763 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,648 shares; 2025Q1: 67,989 shares; 2025Q2: 64,900 shares; 2025Q3: 68,782 shares; 2025Q4: 71,343 shares 71,343 $711K 0.11% +2,561 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,179 shares 19,179 $696K 0.1% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,550 shares; 2025Q1: 5,844 shares; 2025Q2: 4,489 shares; 2025Q3: 5,355 shares; 2025Q4: 6,187 shares 6,187 $694K 0.1% +832 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,927 shares; 2025Q1: 54,571 shares; 2025Q2: 10,740 shares; 2025Q3: not reported; 2025Q4: 20,333 shares 20,333 $690K 0.1% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,452 shares; 2025Q1: 6,211 shares; 2025Q2: not reported; 2025Q3: 3,761 shares; 2025Q4: 8,381 shares 8,381 $668K 0.1% +4,620 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 950 shares; 2025Q1: 1,014 shares; 2025Q2: 406 shares; 2025Q3: 471 shares; 2025Q4: 753 shares 753 $662K 0.1% +282 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: not loaded; 2024Q4: 8,043 shares; 2025Q1: 7,269 shares; 2025Q2: 4,491 shares; 2025Q3: 6,612 shares; 2025Q4: 9,428 shares 9,428 $659K 0.1% +2,816 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,400 shares; 2025Q1: 27,400 shares; 2025Q2: 24,726 shares; 2025Q3: 11,619 shares; 2025Q4: 11,619 shares 11,619 $658K 0.1% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,670 shares; 2025Q1: 10,689 shares; 2025Q2: not reported; 2025Q3: 5,214 shares; 2025Q4: 13,912 shares 13,912 $647K 0.1% +8,698 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,853 shares; 2025Q1: 6,916 shares; 2025Q2: 7,187 shares; 2025Q3: 7,493 shares; 2025Q4: 7,447 shares 7,447 $626K 0.09% -46 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: not loaded; 2024Q4: 4,405 shares; 2025Q1: 4,520 shares; 2025Q2: 2,205 shares; 2025Q3: 2,535 shares; 2025Q4: 3,845 shares 3,845 $623K 0.09% +1,310 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: not loaded; 2024Q4: 4,931 shares; 2025Q1: 9,670 shares; 2025Q2: 9,990 shares; 2025Q3: 11,719 shares; 2025Q4: 7,286 shares 7,286 $595K 0.09% -4,433 Timeline FQAL 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 loaded; 2024Q4: 9,187 shares; 2025Q1: 9,187 shares; 2025Q2: 7,937 shares; 2025Q3: 7,868 shares; 2025Q4: 7,868 shares 7,868 $595K 0.09% 0 Timeline UOCT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,184 shares 15,184 $593K 0.09% new 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: not loaded; 2024Q4: 26,718 shares; 2025Q1: 29,202 shares; 2025Q2: 29,873 shares; 2025Q3: 5,843 shares; 2025Q4: 7,015 shares 7,015 $591K 0.09% +1,172 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: not loaded; 2024Q4: 347 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,252 shares 6,252 $586K 0.09% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 8,809 shares; 2025Q3: 8,560 shares; 2025Q4: 8,560 shares 8,560 $585K 0.09% 0 Timeline FNCL 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 loaded; 2024Q4: 10,071 shares; 2025Q1: 10,183 shares; 2025Q2: 9,519 shares; 2025Q3: 9,519 shares; 2025Q4: 7,391 shares 7,391 $575K 0.09% -2,128 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,122 shares; 2025Q1: 15,169 shares; 2025Q2: 15,367 shares; 2025Q3: 14,947 shares; 2025Q4: 15,048 shares 15,048 $573K 0.09% +101 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,665 shares 10,665 $569K 0.08% new Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,792 shares; 2025Q3: 20,792 shares; 2025Q4: 20,792 shares 20,792 $558K 0.08% 0 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,900 shares 28,900 $554K 0.08% new Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,595 shares 18,595 $540K 0.08% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,470 shares; 2025Q1: 2,535 shares; 2025Q2: 2,751 shares; 2025Q3: 2,816 shares; 2025Q4: 2,939 shares 2,939 $539K 0.08% +123 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: not loaded; 2024Q4: 3,286 shares; 2025Q1: 3,292 shares; 2025Q2: 3,289 shares; 2025Q3: 3,292 shares; 2025Q4: 3,491 shares 3,491 $538K 0.08% +199 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: not loaded; 2024Q4: 5,012 shares; 2025Q1: 5,704 shares; 2025Q2: 4,867 shares; 2025Q3: 5,825 shares; 2025Q4: 5,754 shares 5,754 $536K 0.08% -71 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,913 shares; 2025Q1: 10,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,342 shares 9,342 $535K 0.08% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 2,196 shares; 2025Q4: 2,198 shares 2,198 $533K 0.08% +2 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,139 shares; 2025Q1: 45,601 shares; 2025Q2: 10,027 shares; 2025Q3: 11,393 shares; 2025Q4: 40,259 shares 40,259 $528K 0.08% +28,866 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,851 shares 1,851 $517K 0.08% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,131 shares; 2025Q1: 2,052 shares; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 2,474 shares 2,474 $515K 0.08% +1,315 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,060 shares 13,060 $514K 0.08% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,874 shares; 2025Q1: 15,564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,231 shares 15,231 $509K 0.08% new 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: not loaded; 2024Q4: 1,332 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares 2,927 $508K 0.08% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,667 shares; 2025Q1: 63,109 shares; 2025Q2: 19,842 shares; 2025Q3: 10,669 shares; 2025Q4: 12,806 shares 12,806 $501K 0.07% +2,137 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: not loaded; 2024Q4: 1,335 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,335 shares; 2025Q4: 1,340 shares 1,340 $500K 0.07% +5 Timeline LENS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,691 shares 12,691 $490K 0.07% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,841 shares; 2025Q1: 11,405 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,646 shares 8,646 $490K 0.07% new 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: not loaded; 2024Q4: 3,424 shares; 2025Q1: 6,066 shares; 2025Q2: 5,961 shares; 2025Q3: 5,011 shares; 2025Q4: 7,670 shares 7,670 $489K 0.07% +2,659 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,113 shares 6,113 $485K 0.07% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,728 shares; 2025Q3: 3,728 shares; 2025Q4: 3,930 shares 3,930 $484K 0.07% +202 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,872 shares; 2025Q1: 8,445 shares; 2025Q2: 8,783 shares; 2025Q3: 7,039 shares; 2025Q4: 4,994 shares 4,994 $479K 0.07% -2,045 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: not loaded; 2024Q4: 683 shares; 2025Q1: 738 shares; 2025Q2: 701 shares; 2025Q3: 823 shares; 2025Q4: 831 shares 831 $476K 0.07% +8 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: not loaded; 2024Q4: 3,280 shares; 2025Q1: 4,329 shares; 2025Q2: 1,759 shares; 2025Q3: 1,408 shares; 2025Q4: 2,220 shares 2,220 $475K 0.07% +812 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,933 shares; 2025Q1: 9,977 shares; 2025Q2: 10,017 shares; 2025Q3: 10,057 shares; 2025Q4: 10,095 shares 10,095 $474K 0.07% +38 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,734 shares; 2025Q1: 38,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,350 shares 36,350 $474K 0.07% new 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: not loaded; 2024Q4: 1,145 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 998 shares 998 $472K 0.07% +551 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990 shares; 2025Q1: 998 shares; 2025Q2: 999 shares; 2025Q3: 991 shares; 2025Q4: 991 shares 991 $463K 0.07% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,638 shares; 2025Q1: 5,275 shares; 2025Q2: 3,605 shares; 2025Q3: 3,484 shares; 2025Q4: 4,545 shares 4,545 $459K 0.07% +1,061 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: not loaded; 2024Q4: 7,196 shares; 2025Q1: 6,470 shares; 2025Q2: 1,256 shares; 2025Q3: 1,105 shares; 2025Q4: 1,387 shares 1,387 $458K 0.07% +282 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,737 shares; 2025Q1: 9,678 shares; 2025Q2: 8,833 shares; 2025Q3: 8,833 shares; 2025Q4: 8,833 shares 8,833 $457K 0.07% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,885 shares; 2025Q1: 1,913 shares; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 1,174 shares 1,174 $457K 0.07% +455 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares 4,020 $454K 0.07% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,256 shares; 2025Q1: 12,463 shares; 2025Q2: 14,091 shares; 2025Q3: 12,898 shares; 2025Q4: 14,140 shares 14,140 $453K 0.07% +1,242 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: not loaded; 2024Q4: 8,366 shares; 2025Q1: 8,386 shares; 2025Q2: 6,937 shares; 2025Q3: 6,956 shares; 2025Q4: 7,089 shares 7,089 $443K 0.07% +133 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 860 shares 860 $439K 0.07% -3 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 loaded; 2024Q4: 7,096 shares; 2025Q1: 7,527 shares; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 3,232 shares 3,232 $437K 0.06% +1,301 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: not loaded; 2024Q4: 10,482 shares; 2025Q1: 10,245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,221 shares 9,221 $434K 0.06% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,257 shares; 2025Q1: 6,866 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,254 shares 5,254 $431K 0.06% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,591 shares; 2025Q1: 1,489 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,739 shares 1,739 $428K 0.06% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,122 shares; 2025Q1: 2,101 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 2,028 shares 2,028 $427K 0.06% +170 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,088 shares 6,088 $423K 0.06% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 219 shares; 2025Q1: 166 shares; 2025Q2: 122 shares; 2025Q3: 125 shares; 2025Q4: 124 shares 124 $421K 0.06% -1 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: not loaded; 2024Q4: 1,535 shares; 2025Q1: 2,175 shares; 2025Q2: 1,570 shares; 2025Q3: 2,005 shares; 2025Q4: 1,872 shares 1,872 $411K 0.06% -133 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,971 shares; 2025Q1: 12,980 shares; 2025Q2: 12,699 shares; 2025Q3: 12,173 shares; 2025Q4: 11,344 shares 11,344 $403K 0.06% -829 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,409 shares; 2025Q1: 10,493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,943 shares 8,943 $400K 0.06% new 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: not loaded; 2024Q4: 1,589 shares; 2025Q1: 1,592 shares; 2025Q2: 1,579 shares; 2025Q3: 1,576 shares; 2025Q4: 1,740 shares 1,740 $398K 0.06% +164 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: not loaded; 2024Q4: 1,130 shares; 2025Q1: 1,071 shares; 2025Q2: 1,111 shares; 2025Q3: 1,142 shares; 2025Q4: 1,130 shares 1,130 $397K 0.06% -12 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 loaded; 2024Q4: 21,868 shares; 2025Q1: 23,115 shares; 2025Q2: 8,009 shares; 2025Q3: not reported; 2025Q4: 13,497 shares 13,497 $392K 0.06% new 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 loaded; 2024Q4: 56,288 shares; 2025Q1: 63,268 shares; 2025Q2: 62,277 shares; 2025Q3: 61,443 shares; 2025Q4: 19,198 shares 19,198 $388K 0.06% -42,245 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: not loaded; 2024Q4: 1,162 shares; 2025Q1: 922 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 629 shares 629 $387K 0.06% +67 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: not loaded; 2024Q4: 1,707 shares; 2025Q1: 1,467 shares; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,746 shares 1,746 $384K 0.06% +553 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: not loaded; 2024Q4: 2,268 shares; 2025Q1: 2,331 shares; 2025Q2: 2,906 shares; 2025Q3: not reported; 2025Q4: 1,402 shares 1,402 $371K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,659 shares 7,659 $371K 0.06% new 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: not loaded; 2024Q4: 690 shares; 2025Q1: 804 shares; 2025Q2: 466 shares; 2025Q3: 449 shares; 2025Q4: 430 shares 430 $371K 0.06% -19 Timeline DFAX 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 loaded; 2024Q4: 10,800 shares; 2025Q1: 10,828 shares; 2025Q2: 10,964 shares; 2025Q3: 11,029 shares; 2025Q4: 11,148 shares 11,148 $365K 0.05% +119 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,861 shares; 2025Q1: 14,096 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,897 shares 21,897 $361K 0.05% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,080 shares 8,080 $361K 0.05% new Timeline FDMO 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 loaded; 2024Q4: 5,306 shares; 2025Q1: 5,229 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,168 shares 4,168 $350K 0.05% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,855 shares; 2025Q1: 60,395 shares; 2025Q2: 18,009 shares; 2025Q3: 8,800 shares; 2025Q4: 8,824 shares 8,824 $349K 0.05% +24 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,329 shares; 2025Q1: 1,187 shares; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 1,341 shares 1,341 $348K 0.05% +344 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,634 shares 9,634 $347K 0.05% new 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: not loaded; 2024Q4: 801 shares; 2025Q1: 755 shares; 2025Q2: 676 shares; 2025Q3: 672 shares; 2025Q4: 718 shares 718 $347K 0.05% +46 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: not loaded; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: 1,164 shares; 2025Q3: 1,077 shares; 2025Q4: 1,722 shares 1,722 $347K 0.05% +645 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: not loaded; 2024Q4: 4,185 shares; 2025Q1: 3,407 shares; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 3,277 shares 3,277 $346K 0.05% +716 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,422 shares; 2025Q1: 22,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,362 shares 21,362 $344K 0.05% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,225 shares; 2025Q1: 13,304 shares; 2025Q2: 17,411 shares; 2025Q3: 17,722 shares; 2025Q4: 7,430 shares 7,430 $342K 0.05% -10,292 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: not loaded; 2024Q4: 2,914 shares; 2025Q1: 2,416 shares; 2025Q2: not reported; 2025Q3: 1,790 shares; 2025Q4: 2,519 shares 2,519 $334K 0.05% +729 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,005 shares; 2025Q4: 7,519 shares 7,519 $325K 0.05% +514 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: not loaded; 2024Q4: 8,201 shares; 2025Q1: 8,889 shares; 2025Q2: not reported; 2025Q3: 3,409 shares; 2025Q4: 6,006 shares 6,006 $323K 0.05% +2,597 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: not loaded; 2024Q4: 3,294 shares; 2025Q1: 3,242 shares; 2025Q2: 3,266 shares; 2025Q3: 3,592 shares; 2025Q4: 3,644 shares 3,644 $322K 0.05% +52 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,347 shares; 2025Q1: 8,368 shares; 2025Q2: 8,396 shares; 2025Q3: 8,419 shares; 2025Q4: 8,435 shares 8,435 $321K 0.05% +16 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,435 shares; 2025Q1: 1,476 shares; 2025Q2: 1,470 shares; 2025Q3: 1,331 shares; 2025Q4: 1,163 shares 1,163 $320K 0.05% -168 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 loaded; 2024Q4: 17,794 shares; 2025Q1: 5,368 shares; 2025Q2: 9,842 shares; 2025Q3: 4,892 shares; 2025Q4: 6,403 shares 6,403 $318K 0.05% +1,511 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 loaded; 2024Q4: 3,649 shares; 2025Q1: 2,753 shares; 2025Q2: not reported; 2025Q3: 1,999 shares; 2025Q4: 2,739 shares 2,739 $316K 0.05% +740 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 1,290 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares 2,075 $315K 0.05% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,551 shares; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 2,557 shares 2,557 $314K 0.05% +855 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,003 shares; 2025Q1: 5,031 shares; 2025Q2: 3,801 shares; 2025Q3: 4,999 shares; 2025Q4: 5,362 shares 5,362 $313K 0.05% +363 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,170 shares; 2025Q4: 5,170 shares 5,170 $307K 0.05% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,216 shares; 2025Q1: 9,648 shares; 2025Q2: 9,149 shares; 2025Q3: 9,058 shares; 2025Q4: 9,384 shares 9,384 $306K 0.05% +326 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,056 shares; 2025Q1: 2,173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,371 shares 1,371 $306K 0.05% new Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,423 shares 14,423 $306K 0.05% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,388 shares; 2025Q1: 9,397 shares; 2025Q2: 9,471 shares; 2025Q3: 9,376 shares; 2025Q4: 9,355 shares 9,355 $305K 0.05% -21 Timeline UMAY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,292 shares 8,292 $303K 0.05% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,040 shares; 2025Q1: 1,065 shares; 2025Q2: 932 shares; 2025Q3: 997 shares; 2025Q4: 1,112 shares 1,112 $298K 0.04% +115 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,764 shares; 2025Q1: 5,238 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,740 shares 3,740 $294K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 304 shares; 2025Q4: 332 shares 332 $292K 0.04% +28 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,458 shares; 2025Q1: 4,728 shares; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 1,492 shares 1,492 $290K 0.04% -1,061 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 258 shares; 2025Q3: 250 shares; 2025Q4: 234 shares 234 $284K 0.04% -16 Timeline FIDU 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 loaded; 2024Q4: 4,714 shares; 2025Q1: 4,613 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares 3,424 $282K 0.04% 0 Timeline AVUS 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 loaded; 2024Q4: 3,607 shares; 2025Q1: 3,407 shares; 2025Q2: 2,719 shares; 2025Q3: 2,726 shares; 2025Q4: 2,508 shares 2,508 $280K 0.04% -218 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares 7,400 $280K 0.04% 0 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,385 shares 10,385 $279K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares 788 $276K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares 859 $270K 0.04% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,843 shares; 2025Q1: 2,032 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,511 shares 1,511 $269K 0.04% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,655 shares; 2025Q1: 6,262 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,011 shares 4,011 $268K 0.04% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,345 shares; 2025Q1: 6,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,508 shares 4,508 $268K 0.04% new 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: not loaded; 2024Q4: 1,858 shares; 2025Q1: 1,781 shares; 2025Q2: 1,450 shares; 2025Q3: 1,518 shares; 2025Q4: 1,510 shares 1,510 $268K 0.04% -8 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares 460 $267K 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,607 shares 5,607 $262K 0.04% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 617 shares; 2025Q4: 617 shares 617 $260K 0.04% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,966 shares 5,966 $259K 0.04% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,128 shares; 2025Q1: 7,128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,730 shares 5,730 $258K 0.04% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,835 shares; 2025Q1: 1,241 shares; 2025Q2: 1,170 shares; 2025Q3: 1,318 shares; 2025Q4: 1,431 shares 1,431 $251K 0.04% +113 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,284 shares; 2025Q1: 4,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,595 shares 3,595 $250K 0.04% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,276 shares; 2025Q1: 13,929 shares; 2025Q2: 14,069 shares; 2025Q3: 14,182 shares; 2025Q4: 14,322 shares 14,322 $248K 0.04% +140 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,578 shares; 2025Q1: 4,980 shares; 2025Q2: 1,639 shares; 2025Q3: 1,666 shares; 2025Q4: 1,622 shares 1,622 $244K 0.04% -44 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,087 shares; 2025Q1: 1,110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares 695 $244K 0.04% new Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,255 shares 11,255 $243K 0.04% new 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 loaded; 2024Q4: 2,165 shares; 2025Q1: 2,161 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,078 shares 1,078 $242K 0.04% +31 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares 4,245 $242K 0.04% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,196 shares; 2025Q1: 12,142 shares; 2025Q2: 1,387 shares; 2025Q3: 1,230 shares; 2025Q4: 1,191 shares 1,191 $242K 0.04% -39 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: not loaded; 2024Q4: 1,338 shares; 2025Q1: 1,238 shares; 2025Q2: 1,188 shares; 2025Q3: 1,176 shares; 2025Q4: 1,042 shares 1,042 $241K 0.04% -134 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,213 shares; 2025Q1: 1,211 shares; 2025Q2: 1,020 shares; 2025Q3: 1,018 shares; 2025Q4: 930 shares 930 $241K 0.04% -88 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: not loaded; 2024Q4: 430 shares; 2025Q1: 431 shares; 2025Q2: 428 shares; 2025Q3: 421 shares; 2025Q4: 420 shares 420 $239K 0.04% -1 Timeline IXUS 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 loaded; 2024Q4: 3,030 shares; 2025Q1: 3,308 shares; 2025Q2: 2,848 shares; 2025Q3: 2,796 shares; 2025Q4: 2,799 shares 2,799 $237K 0.04% +3 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,208 shares; 2025Q1: not reported; 2025Q2: 4,566 shares; 2025Q3: 3,917 shares; 2025Q4: 3,635 shares 3,635 $237K 0.04% -282 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,642 shares 5,642 $236K 0.04% new 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: not loaded; 2024Q4: 2,799 shares; 2025Q1: 2,779 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares 474 $231K 0.03% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,145 shares; 2025Q1: 2,386 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,309 shares 1,309 $230K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,499 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,955 shares 1,955 $228K 0.03% new Timeline FHLC 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 loaded; 2024Q4: 3,068 shares; 2025Q1: 3,133 shares; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares 3,035 $225K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,730 shares; 2025Q1: 1,687 shares; 2025Q2: 1,685 shares; 2025Q3: 1,407 shares; 2025Q4: 1,385 shares 1,385 $225K 0.03% -22 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,013 shares; 2025Q1: 15,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,489 shares 9,489 $225K 0.03% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares 209 $224K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares 389 $220K 0.03% new 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: not loaded; 2024Q4: 1,322 shares; 2025Q1: 1,221 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825 shares 1,825 $218K 0.03% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,659 shares; 2025Q2: 13,266 shares; 2025Q3: 12,996 shares; 2025Q4: 12,996 shares 12,996 $218K 0.03% 0 Timeline DFUV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,649 shares; 2025Q4: 4,649 shares 4,649 $217K 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,521 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,531 shares 2,531 $217K 0.03% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 428 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 428 shares 428 $210K 0.03% +1 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: 1,653 shares 1,653 $209K 0.03% +80 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,626 shares; 2025Q1: 9,645 shares; 2025Q2: 6,851 shares; 2025Q3: 5,368 shares; 2025Q4: 5,368 shares 5,368 $206K 0.03% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,630 shares 4,630 $203K 0.03% new Timeline FSTA 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 loaded; 2024Q4: 4,185 shares; 2025Q1: 4,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,117 shares 4,117 $203K 0.03% new Timeline DDFL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,826 shares 9,826 $202K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,467 shares 1,467 $201K 0.03% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares 266 $201K 0.03% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,227 shares 22,227 $195K 0.03% new Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,020 shares 10,020 $192K 0.03% new Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,229 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,123 shares 16,123 $136K 0.02% new Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,334 shares; 2025Q1: 20,334 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,334 shares 10,334 $126K 0.02% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,089 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,918 shares 12,918 $97.1K 0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,595 shares 20,595 $84.2K 0.01% new Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,237 shares 12,237 $42.7K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,804 shares; 2025Q3: 14,148 shares; 2025Q4: 10,354 shares 10,354 $39.8K 0.01% -3,794 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,356 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,019 shares 10,019 $34.3K 0.01% new Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares 16,500 $27.6K <0.01% 0 Timeline