GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807,821 shares; 2025Q1: 830,629 shares; 2025Q2: 1,140,721 shares; 2025Q3: 1,076,939 shares; 2025Q4: 1,320,895 shares 1,320,895 $40.1M 9.12% +243,956 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933,738 shares; 2025Q3: 1,010,017 shares; 2025Q4: 1,172,138 shares 1,172,138 $29.8M 6.78% +162,121 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,323 shares; 2024Q4: 827,972 shares; 2025Q1: 824,211 shares; 2025Q2: 882,535 shares; 2025Q3: 980,541 shares; 2025Q4: 1,230,398 shares 1,230,398 $26.4M 6% +249,857 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,384 shares; 2024Q4: 197,916 shares; 2025Q1: 245,658 shares; 2025Q2: 397,532 shares; 2025Q3: 420,538 shares; 2025Q4: 514,403 shares 514,403 $25.3M 5.75% +93,865 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: 91,820 shares; 2024Q4: 92,704 shares; 2025Q1: 93,568 shares; 2025Q2: 92,368 shares; 2025Q3: 87,510 shares; 2025Q4: 88,552 shares 88,552 $17M 3.86% +1,042 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,435 shares; 2024Q4: 124,709 shares; 2025Q1: 142,965 shares; 2025Q2: 222,693 shares; 2025Q3: 152,625 shares; 2025Q4: 318,868 shares 318,868 $16M 3.65% +166,243 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,189 shares; 2024Q4: 79,463 shares; 2025Q1: 68,016 shares; 2025Q2: 90,829 shares; 2025Q3: 119,294 shares; 2025Q4: 210,816 shares 210,816 $15.9M 3.63% +91,522 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,422 shares; 2025Q1: 90,508 shares; 2025Q2: 100,390 shares; 2025Q3: 89,745 shares; 2025Q4: 478,576 shares 478,576 $12.9M 2.93% +388,831 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 reported; 2024Q4: 95,268 shares; 2025Q1: 52,386 shares; 2025Q2: 86,770 shares; 2025Q3: 158,338 shares; 2025Q4: 152,304 shares 152,304 $12.2M 2.78% -6,034 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: 204,730 shares; 2024Q4: 205,063 shares; 2025Q1: 202,701 shares; 2025Q2: 201,726 shares; 2025Q3: 199,984 shares; 2025Q4: 174,118 shares 174,118 $8.89M 2.02% -25,866 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: 29,897 shares; 2024Q4: 31,523 shares; 2025Q1: 37,307 shares; 2025Q2: 35,444 shares; 2025Q3: 33,774 shares; 2025Q4: 32,416 shares 32,416 $8.63M 1.96% -1,358 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,633 shares; 2025Q4: 288,858 shares 288,858 $8.6M 1.96% +51,225 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208,480 shares; 2025Q1: 197,505 shares; 2025Q2: 235,642 shares; 2025Q3: 227,544 shares; 2025Q4: 332,108 shares 332,108 $8.52M 1.94% +104,564 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,025 shares; 2025Q1: not reported; 2025Q2: 5,351 shares; 2025Q3: 38,669 shares; 2025Q4: 72,611 shares 72,611 $6.04M 1.37% +33,942 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: 11,638 shares; 2024Q4: 12,866 shares; 2025Q1: 19,216 shares; 2025Q2: 18,834 shares; 2025Q3: 16,307 shares; 2025Q4: 15,844 shares 15,844 $4.94M 1.12% -463 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: 8,829 shares; 2024Q4: 9,734 shares; 2025Q1: 13,024 shares; 2025Q2: 12,880 shares; 2025Q3: 12,479 shares; 2025Q4: 12,767 shares 12,767 $4.91M 1.12% +288 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,064 shares; 2024Q4: 31,889 shares; 2025Q1: 29,251 shares; 2025Q2: 30,866 shares; 2025Q3: 30,266 shares; 2025Q4: 21,044 shares 21,044 $4.26M 0.97% -9,222 Timeline SPTI 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: 762,678 shares; 2024Q4: 529,965 shares; 2025Q1: 626,093 shares; 2025Q2: 419,723 shares; 2025Q3: 636,717 shares; 2025Q4: 140,880 shares 140,880 $4.1M 0.93% -495,837 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: 4,813 shares; 2024Q4: 4,943 shares; 2025Q1: 5,124 shares; 2025Q2: 6,041 shares; 2025Q3: 6,146 shares; 2025Q4: 6,488 shares 6,488 $3.9M 0.89% +342 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: 11,216 shares; 2024Q4: 12,425 shares; 2025Q1: 16,532 shares; 2025Q2: 16,505 shares; 2025Q3: 16,239 shares; 2025Q4: 15,837 shares 15,837 $3.25M 0.74% -402 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,289 shares; 2024Q4: 84,064 shares; 2025Q1: 94,200 shares; 2025Q2: 98,626 shares; 2025Q3: 99,302 shares; 2025Q4: 111,806 shares 111,806 $3.08M 0.7% +12,504 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,418 shares; 2025Q1: 20,180 shares; 2025Q2: 55,997 shares; 2025Q3: 61,406 shares; 2025Q4: 116,335 shares 116,335 $2.85M 0.65% +54,929 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,734 shares 53,734 $2.79M 0.63% new 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: 4,852 shares; 2024Q4: 4,853 shares; 2025Q1: 29,221 shares; 2025Q2: 39,052 shares; 2025Q3: 38,538 shares; 2025Q4: 34,686 shares 34,686 $2.76M 0.63% -3,852 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,626 shares; 2025Q2: 27,263 shares; 2025Q3: 31,798 shares; 2025Q4: 52,981 shares 52,981 $2.74M 0.62% +21,183 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: 4,697 shares; 2024Q4: 4,884 shares; 2025Q1: 4,145 shares; 2025Q2: 4,027 shares; 2025Q3: 3,958 shares; 2025Q4: 4,179 shares 4,179 $2.66M 0.61% +221 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: 3,880 shares; 2024Q4: 3,797 shares; 2025Q1: 3,772 shares; 2025Q2: 3,781 shares; 2025Q3: 4,006 shares; 2025Q4: 3,836 shares 3,836 $2.62M 0.6% -170 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: 10,634 shares; 2024Q4: 10,737 shares; 2025Q1: 9,464 shares; 2025Q2: 9,183 shares; 2025Q3: 8,278 shares; 2025Q4: 8,017 shares 8,017 $2.39M 0.54% -261 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,022 shares; 2025Q4: 5,138 shares 5,138 $2.16M 0.49% -884 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,036 shares; 2025Q1: 57,380 shares; 2025Q2: 57,345 shares; 2025Q3: 68,320 shares; 2025Q4: 74,243 shares 74,243 $2.13M 0.48% +5,923 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,572 shares 44,572 $2.03M 0.46% new 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: 73,689 shares; 2024Q4: 34,907 shares; 2025Q1: 33,265 shares; 2025Q2: 32,160 shares; 2025Q3: 32,174 shares; 2025Q4: 21,745 shares 21,745 $2.01M 0.46% -10,429 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,252 shares 38,252 $1.98M 0.45% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,197 shares; 2024Q4: 26,292 shares; 2025Q1: 20,131 shares; 2025Q2: 20,497 shares; 2025Q3: 21,842 shares; 2025Q4: 19,066 shares 19,066 $1.98M 0.45% -2,776 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,824 shares 22,824 $1.9M 0.43% 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: 39,684 shares; 2024Q4: 55,749 shares; 2025Q1: 62,803 shares; 2025Q2: 59,490 shares; 2025Q3: 57,174 shares; 2025Q4: 59,858 shares 59,858 $1.89M 0.43% +2,684 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,812 shares; 2025Q2: 16,968 shares; 2025Q3: 18,991 shares; 2025Q4: 42,621 shares 42,621 $1.88M 0.43% +23,630 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: 1,006 shares; 2024Q4: 1,048 shares; 2025Q1: 2,140 shares; 2025Q2: 2,116 shares; 2025Q3: 1,749 shares; 2025Q4: 1,779 shares 1,779 $1.88M 0.43% +30 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,576 shares; 2025Q1: 6,077 shares; 2025Q2: 5,982 shares; 2025Q3: 5,672 shares; 2025Q4: 5,633 shares 5,633 $1.86M 0.42% -39 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,291 shares; 2025Q1: 4,454 shares; 2025Q2: 5,590 shares; 2025Q3: 6,117 shares; 2025Q4: 11,159 shares 11,159 $1.73M 0.39% +5,042 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,712 shares; 2025Q3: 22,149 shares; 2025Q4: 17,078 shares 17,078 $1.72M 0.39% -5,071 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,381 shares; 2025Q1: 9,911 shares; 2025Q2: 31,238 shares; 2025Q3: 31,869 shares; 2025Q4: 49,118 shares 49,118 $1.65M 0.38% +17,249 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: 5,111 shares; 2024Q4: 5,970 shares; 2025Q1: 7,396 shares; 2025Q2: 7,254 shares; 2025Q3: 6,020 shares; 2025Q4: 5,216 shares 5,216 $1.6M 0.36% -804 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,393 shares; 2024Q4: 105,415 shares; 2025Q1: 116,288 shares; 2025Q2: 114,609 shares; 2025Q3: 122,020 shares; 2025Q4: 141,849 shares 141,849 $1.6M 0.36% +19,829 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 826 shares; 2025Q1: 1,140 shares; 2025Q2: 1,184 shares; 2025Q3: 976 shares; 2025Q4: 1,522 shares 1,522 $1.5M 0.34% +546 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 3,560 shares; 2025Q3: 3,130 shares; 2025Q4: 3,083 shares 3,083 $1.48M 0.34% -47 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: 9,711 shares; 2024Q4: 10,407 shares; 2025Q1: 10,592 shares; 2025Q2: 10,079 shares; 2025Q3: 8,419 shares; 2025Q4: 9,621 shares 9,621 $1.45M 0.33% +1,202 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,032 shares; 2025Q3: 57,651 shares; 2025Q4: 54,555 shares 54,555 $1.42M 0.32% -3,096 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,602 shares; 2024Q4: 7,602 shares; 2025Q1: 7,891 shares; 2025Q2: 8,865 shares; 2025Q3: 8,932 shares; 2025Q4: 8,932 shares 8,932 $1.39M 0.32% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 8,610 shares; 2025Q1: 8,110 shares; 2025Q2: 7,610 shares; 2025Q3: 7,110 shares; 2025Q4: 4,360 shares 4,360 $1.38M 0.31% -2,750 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: 5,649 shares; 2024Q4: 5,821 shares; 2025Q1: 5,859 shares; 2025Q2: 6,272 shares; 2025Q3: 4,807 shares; 2025Q4: 4,990 shares 4,990 $1.37M 0.31% +183 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: 3,066 shares; 2024Q4: 3,468 shares; 2025Q1: 3,277 shares; 2025Q2: 3,158 shares; 2025Q3: 1,543 shares; 2025Q4: 1,797 shares 1,797 $1.36M 0.31% +254 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,607 shares; 2025Q4: 5,304 shares 5,304 $1.28M 0.29% -1,303 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,593 shares 41,593 $1.25M 0.28% new Timeline BILZ 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: 33,036 shares; 2024Q4: 32,948 shares; 2025Q1: 36,035 shares; 2025Q2: 11,731 shares; 2025Q3: 12,409 shares; 2025Q4: 11,909 shares 11,909 $1.2M 0.27% -500 Timeline TXS TEXAS CAPITAL FUNDS TRUST More: the full row for TEXAS CAPITAL FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 19,915 shares; 2025Q1: 21,626 shares; 2025Q2: 30,733 shares; 2025Q3: 31,664 shares; 2025Q4: 31,165 shares 31,165 $1.19M 0.27% -499 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,190 shares; 2024Q4: 32,243 shares; 2025Q1: 29,082 shares; 2025Q2: 29,658 shares; 2025Q3: 29,660 shares; 2025Q4: 25,678 shares 25,678 $1.18M 0.27% -3,982 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,619 shares; 2025Q1: 9,979 shares; 2025Q2: 9,682 shares; 2025Q3: 6,277 shares; 2025Q4: 7,490 shares 7,490 $1.18M 0.27% +1,213 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 7,079 shares; 2025Q1: 5,572 shares; 2025Q2: 5,579 shares; 2025Q3: 3,174 shares; 2025Q4: 5,092 shares 5,092 $1.17M 0.27% +1,918 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,158 shares; 2024Q4: 68,527 shares; 2025Q1: 67,789 shares; 2025Q2: 51,503 shares; 2025Q3: 55,545 shares; 2025Q4: 59,208 shares 59,208 $1.17M 0.27% +3,663 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,829 shares; 2024Q4: 49,185 shares; 2025Q1: 56,993 shares; 2025Q2: 44,030 shares; 2025Q3: 43,289 shares; 2025Q4: 48,369 shares 48,369 $1.15M 0.26% +5,080 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: 2,600 shares; 2024Q4: 2,639 shares; 2025Q1: 8,413 shares; 2025Q2: 8,453 shares; 2025Q3: 4,801 shares; 2025Q4: 4,639 shares 4,639 $1.14M 0.26% -162 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares; 2025Q2: 4,380 shares; 2025Q3: 7,645 shares; 2025Q4: 11,831 shares 11,831 $1.1M 0.25% +4,186 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: 6,040 shares; 2024Q4: 6,150 shares; 2025Q1: 7,219 shares; 2025Q2: 6,823 shares; 2025Q3: 7,124 shares; 2025Q4: 5,708 shares 5,708 $1.07M 0.24% -1,416 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,880 shares; 2024Q4: 70,140 shares; 2025Q1: 77,825 shares; 2025Q2: 63,733 shares; 2025Q3: 70,557 shares; 2025Q4: 54,278 shares 54,278 $1.06M 0.24% -16,279 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,742 shares 3,742 $1.05M 0.24% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,099 shares; 2024Q4: 18,188 shares; 2025Q1: 18,066 shares; 2025Q2: 16,222 shares; 2025Q3: 22,809 shares; 2025Q4: 50,605 shares 50,605 $1.04M 0.24% +27,796 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,944 shares 72,944 $1.04M 0.24% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,586 shares; 2025Q4: 4,139 shares 4,139 $1.02M 0.23% +1,553 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,855 shares; 2025Q1: 2,617 shares; 2025Q2: 2,477 shares; 2025Q3: 2,470 shares; 2025Q4: 2,504 shares 2,504 $1M 0.23% +34 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,949 shares; 2025Q4: 17,559 shares 17,559 $967K 0.22% +3,610 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,370 shares; 2025Q1: 55,052 shares; 2025Q2: 43,027 shares; 2025Q3: 42,415 shares; 2025Q4: 44,920 shares 44,920 $958K 0.22% +2,505 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,737 shares; 2024Q4: 35,565 shares; 2025Q1: 47,524 shares; 2025Q2: 36,626 shares; 2025Q3: 36,213 shares; 2025Q4: 40,432 shares 40,432 $954K 0.22% +4,219 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 4,972 shares; 2025Q1: 4,366 shares; 2025Q2: 5,359 shares; 2025Q3: 5,362 shares; 2025Q4: 6,165 shares 6,165 $954K 0.22% +803 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $944K 0.21% 0 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,287 shares; 2025Q4: 7,089 shares 7,089 $941K 0.21% +2,802 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,292 shares; 2025Q1: 2,330 shares; 2025Q2: 2,309 shares; 2025Q3: 2,363 shares; 2025Q4: 2,425 shares 2,425 $933K 0.21% +62 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: 12,529 shares; 2024Q4: 13,543 shares; 2025Q1: 26,843 shares; 2025Q2: 26,873 shares; 2025Q3: 20,258 shares; 2025Q4: 12,526 shares 12,526 $918K 0.21% -7,732 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,068 shares; 2025Q4: 6,142 shares 6,142 $908K 0.21% +1,074 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: 961 shares; 2024Q4: 1,124 shares; 2025Q1: 858 shares; 2025Q2: 856 shares; 2025Q3: 1,756 shares; 2025Q4: 2,435 shares 2,435 $891K 0.2% +679 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,875 shares; 2025Q4: 36,402 shares 36,402 $860K 0.2% +27,527 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,642 shares 4,642 $860K 0.2% new Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,377 shares 24,377 $855K 0.19% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,371 shares; 2025Q1: 5,742 shares; 2025Q2: 8,202 shares; 2025Q3: 9,428 shares; 2025Q4: 8,638 shares 8,638 $851K 0.19% -790 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,139 shares 7,139 $842K 0.19% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,334 shares; 2025Q4: 21,545 shares 21,545 $841K 0.19% +2,211 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,174 shares; 2025Q1: 5,392 shares; 2025Q2: 6,909 shares; 2025Q3: 9,888 shares; 2025Q4: 15,184 shares 15,184 $837K 0.19% +5,296 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: 8,856 shares; 2024Q4: 8,828 shares; 2025Q1: 8,126 shares; 2025Q2: 7,680 shares; 2025Q3: 6,690 shares; 2025Q4: 5,925 shares 5,925 $837K 0.19% -765 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: 836 shares; 2024Q4: 833 shares; 2025Q1: 908 shares; 2025Q2: 865 shares; 2025Q3: 876 shares; 2025Q4: 10,789 shares 10,789 $820K 0.19% +9,913 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: 734 shares; 2024Q4: 824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: 535 shares 535 $796K 0.18% -12 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 3,854 shares; 2025Q1: 2,998 shares; 2025Q2: 3,005 shares; 2025Q3: 2,610 shares; 2025Q4: 2,148 shares 2,148 $783K 0.18% -462 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,634 shares; 2025Q1: 4,076 shares; 2025Q2: 3,938 shares; 2025Q3: 3,440 shares; 2025Q4: 1,546 shares 1,546 $767K 0.17% -1,894 Timeline ENFR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,016 shares 21,016 $763K 0.17% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,001 shares 10,001 $756K 0.17% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,469 shares; 2025Q4: 3,957 shares 3,957 $751K 0.17% +488 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,931 shares; 2025Q1: 57,026 shares; 2025Q2: 57,742 shares; 2025Q3: 60,381 shares; 2025Q4: 34,180 shares 34,180 $751K 0.17% -26,201 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,367 shares; 2025Q1: 40,964 shares; 2025Q2: 31,390 shares; 2025Q3: 30,959 shares; 2025Q4: 33,217 shares 33,217 $749K 0.17% +2,258 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,599 shares 19,599 $737K 0.17% new Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,039 shares; 2025Q3: 27,039 shares; 2025Q4: 27,039 shares 27,039 $730K 0.17% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,993 shares 10,993 $728K 0.17% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $725K 0.16% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 510 shares 510 $721K 0.16% new 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 reported; 2024Q4: 2,047 shares; 2025Q1: 1,484 shares; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares; 2025Q4: 2,588 shares 2,588 $711K 0.16% +89 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,834 shares; 2025Q1: 1,427 shares; 2025Q2: 1,601 shares; 2025Q3: 1,427 shares; 2025Q4: 1,871 shares 1,871 $710K 0.16% +444 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 4,948 shares; 2025Q1: 16,177 shares; 2025Q2: 12,405 shares; 2025Q3: 12,262 shares; 2025Q4: 13,136 shares 13,136 $652K 0.15% +874 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 927 shares; 2025Q1: 1,450 shares; 2025Q2: 1,492 shares; 2025Q3: 1,580 shares; 2025Q4: 1,680 shares 1,680 $647K 0.15% +100 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: 4,515 shares; 2024Q4: 4,498 shares; 2025Q1: 7,060 shares; 2025Q2: 15,943 shares; 2025Q3: 5,912 shares; 2025Q4: 6,858 shares 6,858 $645K 0.15% +946 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 947 shares 947 $634K 0.14% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,747 shares; 2024Q4: 23,607 shares; 2025Q1: 25,822 shares; 2025Q2: 32,850 shares; 2025Q3: 36,628 shares; 2025Q4: 13,260 shares 13,260 $633K 0.14% -23,368 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: 1,758 shares; 2024Q4: 2,103 shares; 2025Q1: 5,320 shares; 2025Q2: 5,340 shares; 2025Q3: 3,629 shares; 2025Q4: 2,371 shares 2,371 $625K 0.14% -1,258 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: 3,640 shares; 2024Q4: 4,366 shares; 2025Q1: 4,153 shares; 2025Q2: 4,011 shares; 2025Q3: 2,443 shares; 2025Q4: 1,842 shares 1,842 $616K 0.14% -601 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,534 shares; 2025Q1: 6,303 shares; 2025Q2: 6,163 shares; 2025Q3: 2,320 shares; 2025Q4: 1,624 shares 1,624 $612K 0.14% -696 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,327 shares; 2024Q4: 15,402 shares; 2025Q1: 17,762 shares; 2025Q2: 14,318 shares; 2025Q3: 16,457 shares; 2025Q4: 11,771 shares 11,771 $600K 0.14% -4,686 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,090 shares; 2025Q1: 633 shares; 2025Q2: 614 shares; 2025Q3: 620 shares; 2025Q4: 592 shares 592 $597K 0.14% -28 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,277 shares; 2025Q1: not reported; 2025Q2: 6,388 shares; 2025Q3: 6,399 shares; 2025Q4: 6,712 shares 6,712 $594K 0.14% +313 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 510 shares; 2025Q4: 1,558 shares 1,558 $593K 0.13% +1,048 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 reported; 2024Q4: 1,018 shares; 2025Q1: 3,113 shares; 2025Q2: 3,097 shares; 2025Q3: 1,504 shares; 2025Q4: 1,177 shares 1,177 $582K 0.13% -327 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 478 shares; 2025Q1: 523 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 542 shares 542 $581K 0.13% -6 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,834 shares; 2025Q1: 2,757 shares; 2025Q2: 2,913 shares; 2025Q3: 1,930 shares; 2025Q4: 2,847 shares 2,847 $575K 0.13% +917 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: 766 shares; 2024Q4: 802 shares; 2025Q1: 902 shares; 2025Q2: 1,554 shares; 2025Q3: 1,314 shares; 2025Q4: 1,275 shares 1,275 $571K 0.13% -39 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,419 shares; 2025Q1: 1,813 shares; 2025Q2: 1,826 shares; 2025Q3: 1,517 shares; 2025Q4: 4,057 shares 4,057 $570K 0.13% +2,540 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: 2,627 shares; 2024Q4: 2,571 shares; 2025Q1: 2,556 shares; 2025Q2: 2,531 shares; 2025Q3: 2,644 shares; 2025Q4: 2,837 shares 2,837 $563K 0.13% +193 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,920 shares; 2025Q4: 3,724 shares 3,724 $558K 0.13% -196 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $557K 0.13% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 2,725 shares; 2025Q1: 4,415 shares; 2025Q2: 4,406 shares; 2025Q3: 3,772 shares; 2025Q4: 2,411 shares 2,411 $556K 0.13% -1,361 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 8,284 shares; 2025Q1: 8,388 shares; 2025Q2: 8,648 shares; 2025Q3: 8,266 shares; 2025Q4: 7,513 shares 7,513 $548K 0.12% -753 Timeline MUNI 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: 11,097 shares; 2024Q4: 13,415 shares; 2025Q1: 15,236 shares; 2025Q2: 13,039 shares; 2025Q3: 15,031 shares; 2025Q4: 10,280 shares 10,280 $547K 0.12% -4,751 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,265 shares; 2025Q1: 4,601 shares; 2025Q2: 4,862 shares; 2025Q3: 1,691 shares; 2025Q4: 3,243 shares 3,243 $546K 0.12% +1,552 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,052 shares 3,052 $539K 0.12% new Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,676 shares; 2024Q4: 8,031 shares; 2025Q1: 17,344 shares; 2025Q2: 14,064 shares; 2025Q3: 11,104 shares; 2025Q4: 10,821 shares 10,821 $537K 0.12% -283 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,698 shares; 2025Q1: 995 shares; 2025Q2: 1,609 shares; 2025Q3: 1,611 shares; 2025Q4: 1,773 shares 1,773 $533K 0.12% +162 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: 1,717 shares; 2025Q3: 1,713 shares; 2025Q4: 1,713 shares 1,713 $530K 0.12% 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: 1,671 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,490 shares; 2025Q4: 1,363 shares 1,363 $528K 0.12% -127 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,037 shares; 2025Q1: 2,562 shares; 2025Q2: 2,609 shares; 2025Q3: 2,193 shares; 2025Q4: 2,318 shares 2,318 $524K 0.12% +125 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,703 shares; 2025Q4: 1,991 shares 1,991 $512K 0.12% -712 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,988 shares 18,988 $506K 0.12% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,078 shares; 2025Q4: 1,763 shares 1,763 $503K 0.11% -315 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,918 shares 7,918 $500K 0.11% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,864 shares 9,864 $498K 0.11% new 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: 3,051 shares; 2024Q4: 3,210 shares; 2025Q1: 2,807 shares; 2025Q2: 2,889 shares; 2025Q3: 1,528 shares; 2025Q4: 1,487 shares 1,487 $496K 0.11% -41 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 2,354 shares 2,354 $485K 0.11% +864 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,539 shares; 2025Q1: 3,263 shares; 2025Q2: 3,306 shares; 2025Q3: 2,637 shares; 2025Q4: 2,345 shares 2,345 $482K 0.11% -292 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: 16,120 shares; 2024Q4: 16,885 shares; 2025Q1: 16,152 shares; 2025Q2: 16,410 shares; 2025Q3: 12,559 shares; 2025Q4: 11,403 shares 11,403 $479K 0.11% -1,156 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: 8,270 shares; 2024Q4: 16,198 shares; 2025Q1: 17,344 shares; 2025Q2: 17,656 shares; 2025Q3: 13,294 shares; 2025Q4: 5,917 shares 5,917 $477K 0.11% -7,377 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: 12,326 shares; 2024Q4: 12,949 shares; 2025Q1: 9,434 shares; 2025Q2: 10,071 shares; 2025Q3: 8,388 shares; 2025Q4: 6,055 shares 6,055 $471K 0.11% -2,333 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: 6,570 shares; 2024Q4: 7,036 shares; 2025Q1: 10,232 shares; 2025Q2: 10,507 shares; 2025Q3: 7,376 shares; 2025Q4: 3,333 shares 3,333 $468K 0.11% -4,043 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 7,130 shares; 2025Q1: 12,400 shares; 2025Q2: 12,954 shares; 2025Q3: 10,585 shares; 2025Q4: 4,317 shares 4,317 $467K 0.11% -6,268 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 12,741 shares; 2025Q1: 12,257 shares; 2025Q2: 11,532 shares; 2025Q3: 11,536 shares; 2025Q4: 4,094 shares 4,094 $466K 0.11% -7,442 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: 3,208 shares; 2024Q4: 3,218 shares; 2025Q1: 3,228 shares; 2025Q2: 3,238 shares; 2025Q3: 3,247 shares; 2025Q4: 3,007 shares 3,007 $464K 0.11% -240 Timeline DJD 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: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares 7,400 $460K 0.1% 0 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: 8,061 shares; 2024Q4: 18,822 shares; 2025Q1: 7,353 shares; 2025Q2: 7,138 shares; 2025Q3: 6,882 shares; 2025Q4: 6,590 shares 6,590 $456K 0.1% -292 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 2,909 shares; 2025Q1: 10,372 shares; 2025Q2: 10,329 shares; 2025Q3: 4,811 shares; 2025Q4: 4,621 shares 4,621 $449K 0.1% -190 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,354 shares; 2025Q1: 2,084 shares; 2025Q2: 2,133 shares; 2025Q3: 1,856 shares; 2025Q4: 2,029 shares 2,029 $446K 0.1% +173 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,541 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,891 shares 3,891 $441K 0.1% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,638 shares; 2024Q4: 50,824 shares; 2025Q1: 50,636 shares; 2025Q2: 17,075 shares; 2025Q3: 16,782 shares; 2025Q4: 14,552 shares 14,552 $441K 0.1% -2,230 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 12,016 shares; 2025Q1: not reported; 2025Q2: 6,923 shares; 2025Q3: 6,923 shares; 2025Q4: 8,727 shares 8,727 $439K 0.1% +1,804 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: 967 shares; 2024Q4: 971 shares; 2025Q1: 1,015 shares; 2025Q2: 1,062 shares; 2025Q3: 1,106 shares; 2025Q4: 1,231 shares 1,231 $437K 0.1% +125 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,629 shares; 2025Q1: 3,845 shares; 2025Q2: 3,958 shares; 2025Q3: 3,884 shares; 2025Q4: 3,761 shares 3,761 $434K 0.1% -123 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: 3,374 shares; 2024Q4: 3,299 shares; 2025Q1: 3,275 shares; 2025Q2: 3,219 shares; 2025Q3: 3,461 shares; 2025Q4: 3,814 shares 3,814 $429K 0.1% +353 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,789 shares; 2024Q4: 9,285 shares; 2025Q1: 8,031 shares; 2025Q2: 7,960 shares; 2025Q3: 9,703 shares; 2025Q4: 6,232 shares 6,232 $425K 0.1% -3,471 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,193 shares; 2025Q4: 4,280 shares 4,280 $417K 0.09% +1,087 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: 669 shares; 2024Q4: 797 shares; 2025Q1: 875 shares; 2025Q2: 972 shares; 2025Q3: 1,057 shares; 2025Q4: 1,193 shares 1,193 $416K 0.09% +136 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 3,365 shares; 2025Q1: 3,505 shares; 2025Q2: 3,353 shares; 2025Q3: 3,237 shares; 2025Q4: 1,114 shares 1,114 $416K 0.09% -2,123 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 reported; 2024Q4: not reported; 2025Q1: 3,701 shares; 2025Q2: 3,730 shares; 2025Q3: 2,982 shares; 2025Q4: 1,329 shares 1,329 $414K 0.09% -1,653 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares; 2025Q4: 766 shares 766 $410K 0.09% -65 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,480 shares 11,480 $410K 0.09% new 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: 3,780 shares; 2024Q4: 5,119 shares; 2025Q1: 3,877 shares; 2025Q2: 3,785 shares; 2025Q3: 2,694 shares; 2025Q4: 2,342 shares 2,342 $409K 0.09% -352 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,873 shares; 2025Q1: 2,123 shares; 2025Q2: 2,161 shares; 2025Q3: 2,036 shares; 2025Q4: 1,811 shares 1,811 $409K 0.09% -225 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 1,170 shares; 2025Q4: 1,205 shares 1,205 $408K 0.09% +35 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,209 shares; 2025Q2: 7,342 shares; 2025Q3: 7,502 shares; 2025Q4: 6,003 shares 6,003 $406K 0.09% -1,499 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: 2,018 shares; 2024Q4: 2,076 shares; 2025Q1: 2,104 shares; 2025Q2: 2,162 shares; 2025Q3: 2,146 shares; 2025Q4: 1,251 shares 1,251 $402K 0.09% -895 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,698 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,752 shares 7,752 $390K 0.09% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,900 shares; 2025Q1: 2,251 shares; 2025Q2: 2,206 shares; 2025Q3: 1,985 shares; 2025Q4: 1,912 shares 1,912 $389K 0.09% -73 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: 542 shares; 2024Q4: not reported; 2025Q1: 685 shares; 2025Q2: 711 shares; 2025Q3: 719 shares; 2025Q4: 562 shares 562 $385K 0.09% -157 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,136 shares; 2024Q4: 7,483 shares; 2025Q1: 13,335 shares; 2025Q2: 13,117 shares; 2025Q3: 10,487 shares; 2025Q4: 5,586 shares 5,586 $385K 0.09% -4,901 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,856 shares 3,856 $382K 0.09% new Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,932 shares; 2025Q3: 9,053 shares; 2025Q4: 8,402 shares 8,402 $381K 0.09% -651 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,036 shares; 2024Q4: 64,441 shares; 2025Q1: 50,059 shares; 2025Q2: 15,506 shares; 2025Q3: 15,313 shares; 2025Q4: 12,956 shares 12,956 $380K 0.09% -2,357 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,125 shares 3,125 $379K 0.09% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,190 shares; 2025Q1: 1,179 shares; 2025Q2: 1,135 shares; 2025Q3: 1,174 shares; 2025Q4: 1,305 shares 1,305 $379K 0.09% +131 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,828 shares; 2025Q1: not reported; 2025Q2: 5,483 shares; 2025Q3: 5,483 shares; 2025Q4: 6,086 shares 6,086 $378K 0.09% +603 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 reported; 2024Q4: not reported; 2025Q1: 12,215 shares; 2025Q2: 12,247 shares; 2025Q3: 6,370 shares; 2025Q4: 2,990 shares 2,990 $376K 0.09% -3,380 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: 1,057 shares; 2024Q4: 1,068 shares; 2025Q1: 688 shares; 2025Q2: 668 shares; 2025Q3: 734 shares; 2025Q4: 825 shares 825 $374K 0.09% +91 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,628 shares; 2025Q1: 1,882 shares; 2025Q2: 1,839 shares; 2025Q3: 1,971 shares; 2025Q4: 2,093 shares 2,093 $374K 0.09% +122 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,264 shares; 2025Q4: 10,263 shares 10,263 $373K 0.08% -1 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 4,513 shares; 2025Q2: 4,858 shares; 2025Q3: 4,692 shares; 2025Q4: 3,212 shares 3,212 $373K 0.08% -1,480 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 685 shares; 2025Q4: 852 shares 852 $370K 0.08% +167 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636 shares; 2025Q4: 739 shares 739 $368K 0.08% +103 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,846 shares; 2025Q1: 2,283 shares; 2025Q2: 2,219 shares; 2025Q3: 848 shares; 2025Q4: 557 shares 557 $368K 0.08% -291 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,325 shares; 2025Q4: 3,656 shares 3,656 $366K 0.08% +331 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares; 2025Q4: 551 shares 551 $357K 0.08% -1,500 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $355K 0.08% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,868 shares 3,868 $354K 0.08% new 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: 156,080 shares; 2024Q4: 110,493 shares; 2025Q1: 125,422 shares; 2025Q2: 9,964 shares; 2025Q3: 7,261 shares; 2025Q4: 6,822 shares 6,822 $351K 0.08% -439 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 88 shares; 2025Q1: 49 shares; 2025Q2: 47 shares; 2025Q3: not reported; 2025Q4: 90 shares 90 $349K 0.08% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,676 shares; 2024Q4: 12,787 shares; 2025Q1: 12,787 shares; 2025Q2: 12,820 shares; 2025Q3: 12,820 shares; 2025Q4: 12,966 shares 12,966 $346K 0.08% +146 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: 10,128 shares; 2024Q4: 10,169 shares; 2025Q1: 5,091 shares; 2025Q2: 6,337 shares; 2025Q3: 7,735 shares; 2025Q4: 6,951 shares 6,951 $345K 0.08% -784 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 4,324 shares; 2025Q1: 4,748 shares; 2025Q2: 4,808 shares; 2025Q3: 4,510 shares; 2025Q4: 4,474 shares 4,474 $340K 0.08% -36 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 589 shares; 2025Q1: 1,114 shares; 2025Q2: 1,113 shares; 2025Q3: 1,175 shares; 2025Q4: 847 shares 847 $340K 0.08% -328 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: 7,672 shares; 2024Q4: 8,090 shares; 2025Q1: 3,045 shares; 2025Q2: 2,806 shares; 2025Q3: not reported; 2025Q4: 2,040 shares 2,040 $337K 0.08% 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: 6,785 shares; 2024Q4: 6,916 shares; 2025Q1: 6,664 shares; 2025Q2: 6,497 shares; 2025Q3: 3,359 shares; 2025Q4: 3,525 shares 3,525 $334K 0.08% +166 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 1,124 shares 1,124 $333K 0.08% +176 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,943 shares 4,943 $330K 0.07% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 708 shares; 2025Q3: 894 shares; 2025Q4: 1,017 shares 1,017 $328K 0.07% +123 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,155 shares; 2025Q2: 5,029 shares; 2025Q3: 5,334 shares; 2025Q4: 6,215 shares 6,215 $325K 0.07% +881 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,179 shares; 2025Q1: 3,194 shares; 2025Q2: 6,232 shares; 2025Q3: 6,182 shares; 2025Q4: 7,209 shares 7,209 $325K 0.07% +1,027 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: 1,426 shares; 2025Q3: 1,901 shares; 2025Q4: 2,154 shares 2,154 $324K 0.07% +253 Timeline SKE SKEENA RES LTD NEW More: the full row for SKEENA RES LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,071 shares 9,071 $323K 0.07% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,500 shares; 2025Q1: 1,672 shares; 2025Q2: 1,805 shares; 2025Q3: 1,204 shares; 2025Q4: 1,138 shares 1,138 $322K 0.07% -66 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,934 shares; 2025Q4: 2,668 shares 2,668 $319K 0.07% -266 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,962 shares; 2025Q3: 5,891 shares; 2025Q4: 6,349 shares 6,349 $317K 0.07% +458 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,112 shares; 2025Q1: 2,265 shares; 2025Q2: 2,524 shares; 2025Q3: 2,751 shares; 2025Q4: 2,582 shares 2,582 $316K 0.07% -169 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 330 shares 330 $313K 0.07% -575 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,639 shares 1,639 $309K 0.07% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,790 shares 1,790 $308K 0.07% new 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: 2,217 shares; 2024Q4: 2,227 shares; 2025Q1: 2,230 shares; 2025Q2: 2,595 shares; 2025Q3: 2,609 shares; 2025Q4: 2,659 shares 2,659 $302K 0.07% +50 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,724 shares; 2025Q3: 3,654 shares; 2025Q4: 4,025 shares 4,025 $302K 0.07% +371 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,615 shares; 2025Q2: 1,559 shares; 2025Q3: 1,515 shares; 2025Q4: 1,322 shares 1,322 $297K 0.07% -193 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664 shares 664 $293K 0.07% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $289K 0.07% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,425 shares 4,425 $284K 0.06% new Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,191 shares; 2025Q4: 4,631 shares 4,631 $284K 0.06% +440 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: 1,836 shares; 2024Q4: 1,850 shares; 2025Q1: 3,948 shares; 2025Q2: 3,994 shares; 2025Q3: 1,440 shares; 2025Q4: 1,408 shares 1,408 $283K 0.06% -32 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,816 shares; 2024Q4: 21,035 shares; 2025Q1: 17,119 shares; 2025Q2: 13,373 shares; 2025Q3: 9,688 shares; 2025Q4: 8,924 shares 8,924 $282K 0.06% -764 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,037 shares 1,037 $281K 0.06% -948 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135 $279K 0.06% 0 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: 2,142 shares; 2024Q4: 2,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,858 shares; 2025Q4: 2,391 shares 2,391 $277K 0.06% +533 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586 shares 1,586 $276K 0.06% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,986 shares; 2024Q4: 9,011 shares; 2025Q1: 18,131 shares; 2025Q2: 9,034 shares; 2025Q3: 9,046 shares; 2025Q4: 9,064 shares 9,064 $275K 0.06% +18 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184 shares 184 $273K 0.06% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 328 shares 328 $273K 0.06% -1 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,142 shares; 2025Q2: 3,170 shares; 2025Q3: 3,044 shares; 2025Q4: 2,086 shares 2,086 $272K 0.06% -958 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,453 shares; 2025Q1: 2,715 shares; 2025Q2: 2,990 shares; 2025Q3: 3,213 shares; 2025Q4: 3,003 shares 3,003 $262K 0.06% -210 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,395 shares; 2025Q3: 9,480 shares; 2025Q4: 4,767 shares 4,767 $262K 0.06% -4,713 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: 5,883 shares; 2024Q4: 5,975 shares; 2025Q1: 6,450 shares; 2025Q2: 6,264 shares; 2025Q3: 5,871 shares; 2025Q4: 2,728 shares 2,728 $260K 0.06% -3,143 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,333 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,160 shares; 2025Q4: 2,049 shares 2,049 $258K 0.06% -111 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,914 shares; 2025Q4: 7,224 shares 7,224 $257K 0.06% -2,690 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,224 shares 2,224 $256K 0.06% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,180 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 704 shares 704 $251K 0.06% -104 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 reported; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: 705 shares; 2025Q3: 733 shares; 2025Q4: 822 shares 822 $251K 0.06% +89 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: 1,082 shares; 2024Q4: 1,063 shares; 2025Q1: 1,102 shares; 2025Q2: 1,075 shares; 2025Q3: 1,137 shares; 2025Q4: 1,417 shares 1,417 $249K 0.06% +280 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,312 shares 3,312 $247K 0.06% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,333 shares; 2025Q4: 4,516 shares 4,516 $241K 0.05% +183 Timeline SPYH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,376 shares 4,376 $241K 0.05% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,360 shares; 2025Q3: 3,323 shares; 2025Q4: 3,325 shares 3,325 $240K 0.05% +2 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,352 shares 1,352 $240K 0.05% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,029 shares 9,029 $239K 0.05% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares 354 $238K 0.05% new Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,377 shares; 2025Q1: not reported; 2025Q2: 3,377 shares; 2025Q3: 3,377 shares; 2025Q4: 3,377 shares 3,377 $237K 0.05% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,812 shares 1,812 $236K 0.05% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,996 shares; 2025Q1: 2,864 shares; 2025Q2: 3,047 shares; 2025Q3: not reported; 2025Q4: 2,604 shares 2,604 $233K 0.05% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 1,797 shares; 2025Q1: 2,417 shares; 2025Q2: 2,467 shares; 2025Q3: 2,221 shares; 2025Q4: 1,602 shares 1,602 $231K 0.05% -619 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206 shares 206 $231K 0.05% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,259 shares; 2025Q3: not reported; 2025Q4: 2,030 shares 2,030 $230K 0.05% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,729 shares 3,729 $229K 0.05% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,821 shares 3,821 $228K 0.05% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,118 shares 1,118 $226K 0.05% new Timeline SPIB 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: 652,260 shares; 2024Q4: 631,987 shares; 2025Q1: 451,045 shares; 2025Q2: 56,091 shares; 2025Q3: 7,507 shares; 2025Q4: 6,615 shares 6,615 $226K 0.05% -892 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: not reported; 2025Q4: 797 shares 797 $224K 0.05% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares; 2025Q4: 2,408 shares 2,408 $224K 0.05% 0 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,198 shares 6,198 $222K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: 1,980 shares; 2025Q2: 2,131 shares; 2025Q3: 1,548 shares; 2025Q4: 1,194 shares 1,194 $221K 0.05% -354 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,645 shares 9,645 $220K 0.05% new Timeline OUSA 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: 11,778 shares; 2024Q4: 10,280 shares; 2025Q1: 6,430 shares; 2025Q2: not reported; 2025Q3: 3,543 shares; 2025Q4: 3,746 shares 3,746 $219K 0.05% +203 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,648 shares 1,648 $218K 0.05% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667 shares; 2025Q2: 679 shares; 2025Q3: 478 shares; 2025Q4: 645 shares 645 $217K 0.05% +167 Timeline SPTL 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: 238,342 shares; 2024Q4: not reported; 2025Q1: 190,288 shares; 2025Q2: 209,143 shares; 2025Q3: 9,432 shares; 2025Q4: 7,912 shares 7,912 $215K 0.05% -1,520 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,092 shares 4,092 $215K 0.05% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,123 shares 2,123 $214K 0.05% new 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: 2,409 shares; 2024Q4: 2,221 shares; 2025Q1: 5,076 shares; 2025Q2: 5,006 shares; 2025Q3: 2,454 shares; 2025Q4: 1,718 shares 1,718 $213K 0.05% -736 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,077 shares 1,077 $212K 0.05% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,669 shares 1,669 $212K 0.05% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,335 shares; 2025Q3: not reported; 2025Q4: 2,009 shares 2,009 $211K 0.05% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,830 shares 1,830 $207K 0.05% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,651 shares 1,651 $205K 0.05% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,889 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,354 shares 4,354 $205K 0.05% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,961 shares; 2025Q3: 10,024 shares; 2025Q4: 10,616 shares 10,616 $202K 0.05% +592 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,447 shares; 2025Q1: 1,453 shares; 2025Q2: 1,262 shares; 2025Q3: not reported; 2025Q4: 1,024 shares 1,024 $202K 0.05% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,198 shares 1,198 $201K 0.05% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660 shares 660 $201K 0.05% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,195 shares; 2024Q4: 32,705 shares; 2025Q1: 33,482 shares; 2025Q2: 32,896 shares; 2025Q3: 32,239 shares; 2025Q4: 33,478 shares 33,478 $199K 0.05% +1,239 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,291 shares; 2024Q4: 13,707 shares; 2025Q1: 14,813 shares; 2025Q2: 16,320 shares; 2025Q3: 16,187 shares; 2025Q4: 17,009 shares 17,009 $167K 0.04% +822 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,071 shares; 2025Q4: 10,673 shares 10,673 $159K 0.04% +602 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,879 shares; 2025Q2: 13,152 shares; 2025Q3: 13,217 shares; 2025Q4: 14,533 shares 14,533 $144K 0.03% +1,316 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,285 shares; 2025Q4: 12,092 shares 12,092 $121K 0.03% +1,807 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,232 shares 17,232 $119K 0.03% new Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,651 shares 11,651 $116K 0.03% new Timeline MREO MEREO BIOPHARMA GROUP PLC More: the full row for MEREO BIOPHARMA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $4.03K <0.01% new Timeline