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: 132,851 shares; 2024Q4: 133,664 shares; 2025Q1: 139,798 shares; 2025Q2: 148,517 shares; 2025Q3: 140,927 shares; 2025Q4: 139,805 shares 139,805 $95.3M 23.54% -1,122 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: 28,336 shares; 2024Q4: 28,851 shares; 2025Q1: 47,410 shares; 2025Q2: 54,260 shares; 2025Q3: 49,018 shares; 2025Q4: 49,388 shares 49,388 $23.4M 5.77% +370 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,051 shares; 2024Q4: 399,747 shares; 2025Q1: 375,431 shares; 2025Q2: 336,056 shares; 2025Q3: 378,154 shares; 2025Q4: 380,707 shares 380,707 $18.9M 4.68% +2,553 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,408 shares; 2024Q4: 186,006 shares; 2025Q1: 340,154 shares; 2025Q2: 352,805 shares; 2025Q3: 450,133 shares; 2025Q4: 479,488 shares 479,488 $16.4M 4.04% +29,355 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,862 shares; 2024Q4: 395,792 shares; 2025Q1: 270,008 shares; 2025Q2: 272,487 shares; 2025Q3: 262,067 shares; 2025Q4: 271,841 shares 271,841 $15.4M 3.81% +9,774 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: 47,667 shares; 2024Q4: 47,542 shares; 2025Q1: 46,728 shares; 2025Q2: 50,141 shares; 2025Q3: 51,206 shares; 2025Q4: 50,162 shares 50,162 $13.6M 3.37% -1,044 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,401 shares; 2024Q4: 33,441 shares; 2025Q1: 30,495 shares; 2025Q2: 31,194 shares; 2025Q3: 29,747 shares; 2025Q4: 29,316 shares 29,316 $10.1M 2.48% -431 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 104,698 shares; 2025Q2: 126,623 shares; 2025Q3: 138,989 shares; 2025Q4: 138,966 shares 138,966 $9.92M 2.45% -23 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: 15,788 shares; 2024Q4: 15,792 shares; 2025Q1: 14,961 shares; 2025Q2: 15,895 shares; 2025Q3: 16,501 shares; 2025Q4: 16,079 shares 16,079 $7.78M 1.92% -422 Timeline XMHQ 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: 65,874 shares; 2025Q2: 73,104 shares; 2025Q3: 72,866 shares; 2025Q4: 72,520 shares 72,520 $7.43M 1.83% -346 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 9,029 shares; 2025Q1: 9,029 shares; 2025Q2: 9,793 shares; 2025Q3: 10,071 shares; 2025Q4: 10,627 shares 10,627 $6.53M 1.61% +556 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: 16,175 shares; 2024Q4: 16,243 shares; 2025Q1: 15,712 shares; 2025Q2: 14,830 shares; 2025Q3: 14,904 shares; 2025Q4: 14,822 shares 14,822 $5.87M 1.45% -82 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: 78,279 shares; 2024Q4: 74,790 shares; 2025Q1: 71,690 shares; 2025Q2: 70,241 shares; 2025Q3: 70,241 shares; 2025Q4: 70,246 shares 70,246 $4.91M 1.21% +5 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: 28,539 shares; 2024Q4: 30,010 shares; 2025Q1: 29,765 shares; 2025Q2: 30,887 shares; 2025Q3: 31,179 shares; 2025Q4: 31,860 shares 31,860 $4.57M 1.13% +681 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,569 shares; 2024Q4: 105,569 shares; 2025Q1: 104,134 shares; 2025Q2: 108,604 shares; 2025Q3: 108,604 shares; 2025Q4: 107,937 shares 107,937 $4.27M 1.06% -667 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: 14,256 shares; 2024Q4: 14,227 shares; 2025Q1: 14,171 shares; 2025Q2: 14,132 shares; 2025Q3: 14,094 shares; 2025Q4: 13,401 shares 13,401 $4.19M 1.04% -693 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,666 shares; 2024Q4: 16,378 shares; 2025Q1: 15,416 shares; 2025Q2: 15,206 shares; 2025Q3: 14,664 shares; 2025Q4: 28,928 shares 28,928 $4.16M 1.03% +14,264 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,648 shares; 2024Q4: 13,080 shares; 2025Q1: 12,363 shares; 2025Q2: 12,268 shares; 2025Q3: 11,916 shares; 2025Q4: 11,874 shares 11,874 $3.74M 0.92% -42 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: 16,237 shares; 2024Q4: 16,262 shares; 2025Q1: 16,276 shares; 2025Q2: 19,605 shares; 2025Q3: 21,908 shares; 2025Q4: 20,006 shares 20,006 $3.73M 0.92% -1,902 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,364 shares; 2024Q4: 42,043 shares; 2025Q1: 40,370 shares; 2025Q2: 39,169 shares; 2025Q3: 32,954 shares; 2025Q4: 32,825 shares 32,825 $3.5M 0.86% -129 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,012 shares; 2024Q4: 13,086 shares; 2025Q1: 12,591 shares; 2025Q2: 14,422 shares; 2025Q3: 15,073 shares; 2025Q4: 14,725 shares 14,725 $3.4M 0.84% -348 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: 2,362 shares; 2024Q4: 2,305 shares; 2025Q1: 2,833 shares; 2025Q2: 6,873 shares; 2025Q3: 9,532 shares; 2025Q4: 9,485 shares 9,485 $3.28M 0.81% -47 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 23,034 shares; 2025Q2: 25,970 shares; 2025Q3: 26,702 shares; 2025Q4: 26,726 shares 26,726 $3.21M 0.79% +24 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,457 shares; 2025Q1: 3,557 shares; 2025Q2: 3,598 shares; 2025Q3: 3,591 shares; 2025Q4: 3,579 shares 3,579 $3.09M 0.76% -12 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: 17,133 shares; 2024Q4: 16,921 shares; 2025Q1: 17,103 shares; 2025Q2: 17,077 shares; 2025Q3: 17,323 shares; 2025Q4: 13,648 shares 13,648 $3M 0.74% -3,675 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,205 shares; 2024Q4: 67,205 shares; 2025Q1: 65,615 shares; 2025Q2: 65,615 shares; 2025Q3: 65,615 shares; 2025Q4: 65,268 shares 65,268 $2.93M 0.72% -347 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,092 shares; 2024Q4: 20,674 shares; 2025Q1: 17,963 shares; 2025Q2: 18,016 shares; 2025Q3: 25,404 shares; 2025Q4: 23,143 shares 23,143 $2.55M 0.63% -2,261 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: 3,596 shares; 2024Q4: 3,702 shares; 2025Q1: 3,902 shares; 2025Q2: 6,453 shares; 2025Q3: 7,829 shares; 2025Q4: 7,822 shares 7,822 $2.52M 0.62% -7 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: 1,889 shares; 2024Q4: 1,889 shares; 2025Q1: 1,728 shares; 2025Q2: 2,159 shares; 2025Q3: 5,327 shares; 2025Q4: 5,327 shares 5,327 $2.4M 0.59% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,322 shares; 2025Q1: 3,210 shares; 2025Q2: 3,338 shares; 2025Q3: 3,331 shares; 2025Q4: 3,112 shares 3,112 $2.35M 0.58% -219 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,028 shares; 2024Q4: 56,358 shares; 2025Q1: 56,358 shares; 2025Q2: 56,358 shares; 2025Q3: 55,028 shares; 2025Q4: 55,028 shares 55,028 $2.3M 0.57% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,621 shares; 2024Q4: 24,363 shares; 2025Q1: 22,627 shares; 2025Q2: 23,892 shares; 2025Q3: 22,612 shares; 2025Q4: 23,668 shares 23,668 $2.27M 0.56% +1,056 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,728 shares; 2024Q4: 47,728 shares; 2025Q1: 47,728 shares; 2025Q2: 47,728 shares; 2025Q3: 47,728 shares; 2025Q4: 47,638 shares 47,638 $2.07M 0.51% -90 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,027 shares; 2024Q4: 37,920 shares; 2025Q1: 28,606 shares; 2025Q2: 28,794 shares; 2025Q3: 27,190 shares; 2025Q4: 26,992 shares 26,992 $1.96M 0.48% -198 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 9,687 shares; 2025Q3: 14,820 shares; 2025Q4: 14,848 shares 14,848 $1.9M 0.47% +28 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,763 shares; 2024Q4: 125,310 shares; 2025Q1: 38,020 shares; 2025Q2: 31,701 shares; 2025Q3: 28,420 shares; 2025Q4: 28,357 shares 28,357 $1.87M 0.46% -63 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: 3,346 shares; 2024Q4: 3,284 shares; 2025Q1: 3,286 shares; 2025Q2: 4,497 shares; 2025Q3: 5,108 shares; 2025Q4: 5,435 shares 5,435 $1.87M 0.46% +327 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,539 shares; 2024Q4: 35,069 shares; 2025Q1: 34,465 shares; 2025Q2: 35,225 shares; 2025Q3: 33,281 shares; 2025Q4: 33,935 shares 33,935 $1.86M 0.46% +654 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: 4,898 shares; 2024Q4: 4,901 shares; 2025Q1: 4,176 shares; 2025Q2: 5,131 shares; 2025Q3: 5,985 shares; 2025Q4: 5,819 shares 5,819 $1.83M 0.45% -166 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,586 shares; 2024Q4: 36,236 shares; 2025Q1: 10,274 shares; 2025Q2: 8,498 shares; 2025Q3: 7,424 shares; 2025Q4: 7,398 shares 7,398 $1.82M 0.45% -26 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: 1,614 shares; 2024Q4: 1,590 shares; 2025Q1: 1,649 shares; 2025Q2: 1,707 shares; 2025Q3: 1,676 shares; 2025Q4: 1,672 shares 1,672 $1.8M 0.44% -4 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: 1,357 shares; 2024Q4: 1,370 shares; 2025Q1: 1,424 shares; 2025Q2: 1,860 shares; 2025Q3: 2,577 shares; 2025Q4: 2,721 shares 2,721 $1.8M 0.44% +144 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: 21,187 shares; 2024Q4: 21,205 shares; 2025Q1: 20,100 shares; 2025Q2: 23,698 shares; 2025Q3: 22,168 shares; 2025Q4: 22,205 shares 22,205 $1.78M 0.44% +37 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: 3,723 shares; 2024Q4: 3,818 shares; 2025Q1: 3,753 shares; 2025Q2: 4,556 shares; 2025Q3: 5,030 shares; 2025Q4: 5,036 shares 5,036 $1.77M 0.44% +6 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: 781 shares; 2024Q4: 897 shares; 2025Q1: 1,081 shares; 2025Q2: 3,340 shares; 2025Q3: 9,840 shares; 2025Q4: 9,760 shares 9,760 $1.73M 0.43% -80 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,650 shares; 2025Q1: 1,590 shares; 2025Q2: 4,540 shares; 2025Q3: 7,891 shares; 2025Q4: 8,943 shares 8,943 $1.71M 0.42% +1,052 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 8,131 shares; 2025Q1: 7,246 shares; 2025Q2: 7,534 shares; 2025Q3: 7,522 shares; 2025Q4: 13,914 shares 13,914 $1.66M 0.41% +6,392 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,179 shares; 2025Q3: 13,971 shares; 2025Q4: 17,821 shares 17,821 $1.65M 0.41% +3,850 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares 2 $1.51M 0.37% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,949 shares; 2024Q4: 25,949 shares; 2025Q1: 34,596 shares; 2025Q2: 34,596 shares; 2025Q3: 34,596 shares; 2025Q4: 34,596 shares 34,596 $1.41M 0.35% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 10,570 shares; 2025Q1: 8,459 shares; 2025Q2: 8,638 shares; 2025Q3: 8,410 shares; 2025Q4: 8,936 shares 8,936 $1.38M 0.34% +526 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: 5,078 shares; 2024Q4: 5,081 shares; 2025Q1: 4,927 shares; 2025Q2: 6,893 shares; 2025Q3: 8,100 shares; 2025Q4: 8,016 shares 8,016 $1.15M 0.28% -84 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,636 shares; 2025Q2: 22,683 shares; 2025Q3: 22,972 shares; 2025Q4: 22,577 shares 22,577 $1.15M 0.28% -395 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 902 shares; 2025Q1: 903 shares; 2025Q2: 1,729 shares; 2025Q3: 1,768 shares; 2025Q4: 1,805 shares 1,805 $1.13M 0.28% +37 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: 3,022 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,916 shares; 2025Q3: 4,404 shares; 2025Q4: 4,406 shares 4,406 $1.13M 0.28% +2 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,536 shares; 2025Q2: 5,267 shares; 2025Q3: 5,745 shares; 2025Q4: 5,743 shares 5,743 $1.12M 0.28% -2 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,216 shares; 2025Q1: 17,210 shares; 2025Q2: 19,382 shares; 2025Q3: 20,502 shares; 2025Q4: 20,593 shares 20,593 $1.11M 0.27% +91 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: 38,930 shares; 2024Q4: 32,796 shares; 2025Q1: 34,977 shares; 2025Q2: 32,973 shares; 2025Q3: 33,045 shares; 2025Q4: 32,799 shares 32,799 $1.11M 0.27% -246 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: 9,617 shares; 2024Q4: 9,591 shares; 2025Q1: 9,224 shares; 2025Q2: 8,737 shares; 2025Q3: 8,726 shares; 2025Q4: 8,827 shares 8,827 $1.09M 0.27% +101 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 4,122 shares; 2025Q3: 6,049 shares; 2025Q4: 6,068 shares 6,068 $1.08M 0.27% +19 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,352 shares; 2025Q1: 7,570 shares; 2025Q2: 7,577 shares; 2025Q3: 7,509 shares; 2025Q4: 7,715 shares 7,715 $1.06M 0.26% +206 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: 1,397 shares; 2024Q4: 1,438 shares; 2025Q1: 1,398 shares; 2025Q2: 1,651 shares; 2025Q3: 1,796 shares; 2025Q4: 1,781 shares 1,781 $1.02M 0.25% -15 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: 153 shares; 2024Q4: 134 shares; 2025Q1: 125 shares; 2025Q2: 572 shares; 2025Q3: 907 shares; 2025Q4: 1,465 shares 1,465 $1M 0.25% +558 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 5,426 shares; 2025Q1: 5,160 shares; 2025Q2: 5,114 shares; 2025Q3: 5,114 shares; 2025Q4: 5,114 shares 5,114 $977K 0.24% 0 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: 797 shares; 2024Q4: 795 shares; 2025Q1: 927 shares; 2025Q2: 899 shares; 2025Q3: 989 shares; 2025Q4: 9,671 shares 9,671 $907K 0.22% +8,682 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,190 shares; 2024Q4: 19,190 shares; 2025Q1: 19,190 shares; 2025Q2: 19,190 shares; 2025Q3: 19,190 shares; 2025Q4: 19,190 shares 19,190 $891K 0.22% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,360 shares; 2025Q2: 20,436 shares; 2025Q3: 20,507 shares; 2025Q4: 20,590 shares 20,590 $891K 0.22% +83 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,352 shares; 2025Q1: 4,352 shares; 2025Q2: 8,727 shares; 2025Q3: 11,209 shares; 2025Q4: 10,990 shares 10,990 $882K 0.22% -219 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 1,781 shares; 2025Q3: 2,878 shares; 2025Q4: 3,199 shares 3,199 $868K 0.21% +321 Timeline QTUM 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: 5,771 shares; 2025Q4: 7,600 shares 7,600 $833K 0.21% +1,829 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,778 shares; 2024Q4: 21,778 shares; 2025Q1: 21,778 shares; 2025Q2: 21,778 shares; 2025Q3: 21,778 shares; 2025Q4: 21,778 shares 21,778 $829K 0.2% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 604 shares; 2025Q1: 605 shares; 2025Q2: 7,334 shares; 2025Q3: 10,874 shares; 2025Q4: 10,753 shares 10,753 $828K 0.2% -121 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: 3,774 shares; 2024Q4: 3,777 shares; 2025Q1: 3,740 shares; 2025Q2: 3,698 shares; 2025Q3: 3,722 shares; 2025Q4: 3,609 shares 3,609 $825K 0.2% -113 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,862 shares; 2025Q1: 3,875 shares; 2025Q2: 3,886 shares; 2025Q3: 3,911 shares; 2025Q4: 3,917 shares 3,917 $819K 0.2% +6 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 7,500 shares; 2025Q4: 9,083 shares 9,083 $818K 0.2% +1,583 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: 4,117 shares; 2024Q4: 3,945 shares; 2025Q1: 3,945 shares; 2025Q2: 6,002 shares; 2025Q3: 7,287 shares; 2025Q4: 7,272 shares 7,272 $810K 0.2% -15 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 621 shares; 2025Q3: 906 shares; 2025Q4: 906 shares 906 $797K 0.2% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,375 shares; 2025Q1: 2,688 shares; 2025Q2: 2,752 shares; 2025Q3: 2,615 shares; 2025Q4: 2,604 shares 2,604 $796K 0.2% -11 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,013 shares; 2024Q4: 19,888 shares; 2025Q1: 19,888 shares; 2025Q2: 19,888 shares; 2025Q3: 19,888 shares; 2025Q4: 19,838 shares 19,838 $776K 0.19% -50 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,600 shares; 2025Q3: 16,858 shares; 2025Q4: 16,921 shares 16,921 $772K 0.19% +63 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 15,634 shares; 2025Q1: 15,634 shares; 2025Q2: 15,634 shares; 2025Q3: 15,634 shares; 2025Q4: 15,634 shares 15,634 $769K 0.19% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 403 shares; 2025Q1: 525 shares; 2025Q2: 1,030 shares; 2025Q3: 1,466 shares; 2025Q4: 1,355 shares 1,355 $767K 0.19% -111 Timeline QMOM 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: 6,032 shares; 2025Q3: 10,612 shares; 2025Q4: 11,660 shares 11,660 $761K 0.19% +1,048 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,370 shares; 2025Q3: 1,431 shares; 2025Q4: 1,429 shares 1,429 $729K 0.18% -2 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 4,474 shares; 2025Q4: 4,489 shares 4,489 $726K 0.18% +15 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: 4,372 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,428 shares; 2025Q3: 4,564 shares; 2025Q4: 4,759 shares 4,759 $725K 0.18% +195 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: 3,039 shares; 2024Q4: 3,039 shares; 2025Q1: 3,039 shares; 2025Q2: 5,972 shares; 2025Q3: 5,999 shares; 2025Q4: 6,006 shares 6,006 $723K 0.18% +7 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: 5,185 shares; 2024Q4: 5,185 shares; 2025Q1: 5,185 shares; 2025Q2: 5,185 shares; 2025Q3: 5,185 shares; 2025Q4: 5,185 shares 5,185 $722K 0.18% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,383 shares; 2024Q4: 13,626 shares; 2025Q1: 13,515 shares; 2025Q2: 12,342 shares; 2025Q3: 11,883 shares; 2025Q4: 12,307 shares 12,307 $674K 0.17% +424 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,909 shares; 2024Q4: 8,909 shares; 2025Q1: 8,909 shares; 2025Q2: 15,838 shares; 2025Q3: 15,838 shares; 2025Q4: 15,838 shares 15,838 $663K 0.16% 0 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: 3,819 shares; 2024Q4: 3,271 shares; 2025Q1: 270 shares; 2025Q2: 9,448 shares; 2025Q3: 14,740 shares; 2025Q4: 15,900 shares 15,900 $648K 0.16% +1,160 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,301 shares; 2025Q1: 1,325 shares; 2025Q2: 7,711 shares; 2025Q3: 9,893 shares; 2025Q4: 11,287 shares 11,287 $646K 0.16% +1,394 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: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,049 shares; 2025Q3: 1,121 shares; 2025Q4: 1,122 shares 1,122 $640K 0.16% +1 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 588 shares; 2025Q3: 974 shares; 2025Q4: 967 shares 967 $632K 0.16% -7 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: 8,140 shares; 2024Q4: 8,055 shares; 2025Q1: 7,955 shares; 2025Q2: 7,955 shares; 2025Q3: 7,955 shares; 2025Q4: 7,955 shares 7,955 $632K 0.16% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,348 shares; 2024Q4: 13,348 shares; 2025Q1: 13,348 shares; 2025Q2: 13,348 shares; 2025Q3: 13,348 shares; 2025Q4: 13,348 shares 13,348 $628K 0.16% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 4,295 shares; 2025Q3: 6,545 shares; 2025Q4: 6,532 shares 6,532 $627K 0.15% -13 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: 4,041 shares; 2024Q4: 4,037 shares; 2025Q1: 4,043 shares; 2025Q2: 6,140 shares; 2025Q3: 5,647 shares; 2025Q4: 5,673 shares 5,673 $597K 0.15% +26 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: 1,286 shares; 2024Q4: 2,630 shares; 2025Q1: 2,931 shares; 2025Q2: 3,154 shares; 2025Q3: 3,221 shares; 2025Q4: 3,101 shares 3,101 $571K 0.14% -120 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: 5,798 shares; 2024Q4: 4,200 shares; 2025Q1: 3,820 shares; 2025Q2: 3,612 shares; 2025Q3: 2,890 shares; 2025Q4: 2,747 shares 2,747 $569K 0.14% -143 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: 2,637 shares; 2024Q4: 2,644 shares; 2025Q1: 2,651 shares; 2025Q2: 3,511 shares; 2025Q3: 4,515 shares; 2025Q4: 4,528 shares 4,528 $567K 0.14% +13 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: 4,205 shares; 2025Q3: 7,939 shares; 2025Q4: 12,190 shares 12,190 $558K 0.14% +4,251 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,831 shares; 2025Q3: 4,401 shares; 2025Q4: 4,351 shares 4,351 $551K 0.14% -50 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,663 shares; 2025Q1: 2,464 shares; 2025Q2: 2,464 shares; 2025Q3: 2,484 shares; 2025Q4: 2,504 shares 2,504 $530K 0.13% +20 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: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 2,379 shares; 2025Q3: 2,807 shares; 2025Q4: 2,811 shares 2,811 $515K 0.13% +4 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: 470 shares; 2024Q4: 470 shares; 2025Q1: 595 shares; 2025Q2: 1,279 shares; 2025Q3: 1,662 shares; 2025Q4: 1,656 shares 1,656 $486K 0.12% -6 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: 1,003 shares; 2024Q4: 1,442 shares; 2025Q1: 1,849 shares; 2025Q2: 2,841 shares; 2025Q3: 2,824 shares; 2025Q4: 2,929 shares 2,929 $475K 0.12% +105 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 562 shares; 2025Q1: 702 shares; 2025Q2: 735 shares; 2025Q3: 718 shares; 2025Q4: 707 shares 707 $468K 0.12% -11 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM 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: 8,143 shares; 2025Q3: 13,149 shares; 2025Q4: 14,291 shares 14,291 $464K 0.11% +1,142 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $460K 0.11% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 2,490 shares; 2025Q3: 4,007 shares; 2025Q4: 3,530 shares 3,530 $455K 0.11% -477 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 289 shares; 2025Q3: 418 shares; 2025Q4: 420 shares 420 $449K 0.11% +2 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 6,954 shares; 2025Q4: 6,121 shares 6,121 $439K 0.11% -833 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,003 shares; 2025Q1: 2,768 shares; 2025Q2: 2,718 shares; 2025Q3: 2,300 shares; 2025Q4: 2,079 shares 2,079 $437K 0.11% -221 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,767 shares; 2025Q1: 3,702 shares; 2025Q2: 3,767 shares; 2025Q3: 3,757 shares; 2025Q4: 3,034 shares 3,034 $428K 0.11% -723 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS 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: 246 shares; 2025Q3: 386 shares; 2025Q4: 386 shares 386 $424K 0.1% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,278 shares; 2025Q3: 5,155 shares; 2025Q4: 5,003 shares 5,003 $419K 0.1% -152 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,863 shares; 2025Q3: 5,706 shares; 2025Q4: 5,711 shares 5,711 $400K 0.1% +5 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,645 shares; 2024Q4: 9,771 shares; 2025Q1: 9,776 shares; 2025Q2: 10,797 shares; 2025Q3: 7,654 shares; 2025Q4: 7,897 shares 7,897 $399K 0.1% +243 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 1,365 shares; 2025Q4: 1,369 shares 1,369 $397K 0.1% +4 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $393K 0.1% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,640 shares 10,640 $392K 0.1% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 349 shares; 2025Q1: 414 shares; 2025Q2: 1,373 shares; 2025Q3: 1,870 shares; 2025Q4: 1,826 shares 1,826 $391K 0.1% -44 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 582 shares; 2025Q1: 672 shares; 2025Q2: 3,481 shares; 2025Q3: 4,084 shares; 2025Q4: 4,333 shares 4,333 $390K 0.1% +249 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,795 shares; 2025Q3: 4,086 shares; 2025Q4: 4,086 shares 4,086 $390K 0.1% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 1,366 shares; 2025Q3: 2,870 shares; 2025Q4: 2,874 shares 2,874 $389K 0.1% +4 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: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,215 shares; 2025Q2: 1,220 shares; 2025Q3: 1,263 shares; 2025Q4: 1,139 shares 1,139 $384K 0.09% -124 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: 1,868 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares 2,252 $382K 0.09% 0 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: 4,543 shares; 2024Q4: 4,103 shares; 2025Q1: 517 shares; 2025Q2: 5,878 shares; 2025Q3: 9,188 shares; 2025Q4: 6,772 shares 6,772 $382K 0.09% -2,416 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 110 shares; 2025Q4: 112 shares 112 $380K 0.09% +2 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 522 shares; 2025Q3: 775 shares; 2025Q4: 779 shares 779 $377K 0.09% +4 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 248 shares; 2025Q3: 496 shares; 2025Q4: 2,430 shares 2,430 $372K 0.09% +1,934 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,461 shares; 2024Q4: 8,461 shares; 2025Q1: 8,461 shares; 2025Q2: 8,461 shares; 2025Q3: 8,461 shares; 2025Q4: 8,461 shares 8,461 $372K 0.09% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 7,811 shares; 2025Q1: 7,811 shares; 2025Q2: 7,811 shares; 2025Q3: 7,811 shares; 2025Q4: 7,811 shares 7,811 $368K 0.09% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,486 shares; 2025Q1: 2,490 shares; 2025Q2: 2,494 shares; 2025Q3: 2,498 shares; 2025Q4: 2,472 shares 2,472 $368K 0.09% -26 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 779 shares; 2025Q3: 1,451 shares; 2025Q4: 1,386 shares 1,386 $367K 0.09% -65 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 502 shares; 2025Q1: 153 shares; 2025Q2: 1,514 shares; 2025Q3: 4,629 shares; 2025Q4: 3,698 shares 3,698 $367K 0.09% -931 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 2,225 shares; 2025Q4: 2,232 shares 2,232 $363K 0.09% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: 1,389 shares; 2025Q4: 1,236 shares 1,236 $357K 0.09% -153 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 597 shares; 2025Q1: 974 shares; 2025Q2: 1,098 shares; 2025Q3: 1,050 shares; 2025Q4: 1,019 shares 1,019 $357K 0.09% -31 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 3,075 shares; 2025Q2: 3,459 shares; 2025Q3: 2,857 shares; 2025Q4: 2,714 shares 2,714 $356K 0.09% -143 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares 1,109 $353K 0.09% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 761 shares; 2025Q3: 716 shares; 2025Q4: 716 shares 716 $349K 0.09% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 1,216 shares; 2025Q3: 1,672 shares; 2025Q4: 1,677 shares 1,677 $349K 0.09% +5 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: 815 shares; 2024Q4: 815 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $341K 0.08% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,894 shares; 2025Q3: 2,839 shares; 2025Q4: 2,839 shares 2,839 $340K 0.08% 0 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: 5,919 shares; 2024Q4: 6,177 shares; 2025Q1: 1,621 shares; 2025Q2: 1,731 shares; 2025Q3: 1,697 shares; 2025Q4: 1,695 shares 1,695 $337K 0.08% -2 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,010 shares; 2025Q1: 5,789 shares; 2025Q2: 7,086 shares; 2025Q3: 6,720 shares; 2025Q4: 5,608 shares 5,608 $329K 0.08% -1,112 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,156 shares; 2025Q3: 3,349 shares; 2025Q4: 2,126 shares 2,126 $320K 0.08% -1,223 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,787 shares 4,787 $313K 0.08% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 7,155 shares; 2025Q1: 7,155 shares; 2025Q2: 7,155 shares; 2025Q3: 7,155 shares; 2025Q4: 7,155 shares 7,155 $309K 0.08% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,915 shares; 2025Q3: 10,683 shares; 2025Q4: 5,125 shares 5,125 $308K 0.08% -5,558 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 1,027 shares; 2025Q3: 1,032 shares; 2025Q4: 1,035 shares 1,035 $307K 0.08% +3 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: 4,760 shares; 2025Q4: 4,765 shares 4,765 $306K 0.08% +5 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,395 shares; 2025Q3: 4,858 shares; 2025Q4: 4,886 shares 4,886 $306K 0.08% +28 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: 742 shares; 2024Q4: 816 shares; 2025Q1: 1,140 shares; 2025Q2: 1,274 shares; 2025Q3: 1,347 shares; 2025Q4: 1,180 shares 1,180 $306K 0.08% -167 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,847 shares; 2025Q4: 1,851 shares 1,851 $301K 0.07% +4 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,191 shares; 2025Q2: 2,353 shares; 2025Q3: 2,008 shares; 2025Q4: 2,015 shares 2,015 $300K 0.07% +7 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 1,048 shares; 2025Q3: 1,370 shares; 2025Q4: 1,265 shares 1,265 $293K 0.07% -105 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: 1,969 shares; 2024Q4: 1,801 shares; 2025Q1: 1,801 shares; 2025Q2: 10,824 shares; 2025Q3: 15,829 shares; 2025Q4: 9,784 shares 9,784 $292K 0.07% -6,045 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: 887 shares; 2025Q4: 987 shares 987 $292K 0.07% +100 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 5,385 shares; 2025Q1: 5,543 shares; 2025Q2: 6,608 shares; 2025Q3: not reported; 2025Q4: 10,617 shares 10,617 $286K 0.07% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,673 shares; 2025Q1: 3,252 shares; 2025Q2: 3,073 shares; 2025Q3: 3,078 shares; 2025Q4: 3,104 shares 3,104 $281K 0.07% +26 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 3,100 shares; 2025Q3: 4,499 shares; 2025Q4: 2,982 shares 2,982 $279K 0.07% -1,517 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 717 shares; 2025Q4: 714 shares 714 $278K 0.07% -3 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: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $277K 0.07% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 4,005 shares; 2025Q1: 4,863 shares; 2025Q2: 5,669 shares; 2025Q3: 5,893 shares; 2025Q4: 5,525 shares 5,525 $276K 0.07% -368 Timeline STXD 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: 3,671 shares; 2025Q3: 7,691 shares; 2025Q4: 7,455 shares 7,455 $276K 0.07% -236 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,926 shares; 2025Q3: 5,479 shares; 2025Q4: 5,586 shares 5,586 $274K 0.07% +107 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 587 shares; 2025Q3: 874 shares; 2025Q4: 876 shares 876 $273K 0.07% +2 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 2,503 shares; 2025Q3: 2,522 shares; 2025Q4: 2,541 shares 2,541 $268K 0.07% +19 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 862 shares; 2025Q3: 877 shares; 2025Q4: 877 shares 877 $267K 0.07% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,153 shares; 2025Q1: 7,044 shares; 2025Q2: 2,854 shares; 2025Q3: 2,615 shares; 2025Q4: 2,650 shares 2,650 $265K 0.07% +35 Timeline ADVISOR MANAGED PORTFOLIOS ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest 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: 5,653 shares; 2025Q4: 5,653 shares 5,653 $264K 0.07% 0 XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 1,875 shares; 2025Q1: 1,876 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,904 shares 1,904 $259K 0.06% +27 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 347 shares; 2025Q1: 469 shares; 2025Q2: 535 shares; 2025Q3: 547 shares; 2025Q4: 547 shares 547 $256K 0.06% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1,665 shares; 2025Q3: 2,790 shares; 2025Q4: 2,809 shares 2,809 $256K 0.06% +19 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares 291 $256K 0.06% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,320 shares; 2025Q1: 1,176 shares; 2025Q2: 1,411 shares; 2025Q3: 1,467 shares; 2025Q4: 1,395 shares 1,395 $247K 0.06% -72 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 1,006 shares; 2025Q2: 1,464 shares; 2025Q3: 1,543 shares; 2025Q4: 1,526 shares 1,526 $247K 0.06% -17 Timeline XBIL 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: 7,027 shares; 2024Q4: 9,498 shares; 2025Q1: 13,081 shares; 2025Q2: 13,407 shares; 2025Q3: 8,848 shares; 2025Q4: 4,752 shares 4,752 $238K 0.06% -4,096 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: 3,344 shares; 2024Q4: 3,381 shares; 2025Q1: 3,187 shares; 2025Q2: 2,592 shares; 2025Q3: 4,304 shares; 2025Q4: 4,369 shares 4,369 $235K 0.06% +65 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 100 shares; 2025Q2: 862 shares; 2025Q3: 1,199 shares; 2025Q4: 1,063 shares 1,063 $231K 0.06% -136 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: 946 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares 954 $230K 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 1,002 shares; 2025Q3: not reported; 2025Q4: 1,002 shares 1,002 $229K 0.06% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 3,169 shares; 2025Q1: 2,641 shares; 2025Q2: 2,681 shares; 2025Q3: 2,738 shares; 2025Q4: 5,364 shares 5,364 $229K 0.06% +2,626 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 898 shares 898 $227K 0.06% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 9,511 shares; 2025Q1: 7,098 shares; 2025Q2: 5,654 shares; 2025Q3: 5,924 shares; 2025Q4: 5,581 shares 5,581 $225K 0.06% -343 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 601 shares; 2025Q4: 586 shares 586 $225K 0.06% -15 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 793 shares; 2025Q4: 795 shares 795 $217K 0.05% +2 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 966 shares; 2025Q3: not reported; 2025Q4: 1,606 shares 1,606 $217K 0.05% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 433 shares; 2025Q1: 434 shares; 2025Q2: 435 shares; 2025Q3: not reported; 2025Q4: 739 shares 739 $213K 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 830 shares; 2025Q3: 846 shares; 2025Q4: 848 shares 848 $212K 0.05% +2 Timeline QYLD 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: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 7,245 shares; 2025Q3: 10,831 shares; 2025Q4: 11,863 shares 11,863 $210K 0.05% +1,032 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: 1,162 shares; 2025Q1: 1,165 shares; 2025Q2: 1,215 shares; 2025Q3: not reported; 2025Q4: 1,220 shares 1,220 $209K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 120 shares; 2025Q1: 75 shares; 2025Q2: 205 shares; 2025Q3: not reported; 2025Q4: 357 shares 357 $207K 0.05% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 1,169 shares; 2025Q4: 1,000 shares 1,000 $203K 0.05% -169 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 326 shares; 2025Q3: not reported; 2025Q4: 388 shares 388 $203K 0.05% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 2,777 shares; 2025Q3: 4,156 shares; 2025Q4: 3,178 shares 3,178 $202K 0.05% -978 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: not reported; 2025Q4: 477 shares 477 $201K 0.05% new Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,865 shares 5,865 $201K 0.05% new 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 1,085 shares; 2025Q3: not reported; 2025Q4: 1,308 shares 1,308 $201K 0.05% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,594 shares; 2024Q4: 10,594 shares; 2025Q1: 10,594 shares; 2025Q2: 10,594 shares; 2025Q3: 10,594 shares; 2025Q4: 10,594 shares 10,594 $102K 0.03% 0 Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,563 shares; 2024Q4: 47,762 shares; 2025Q1: 47,804 shares; 2025Q2: 47,804 shares; 2025Q3: 44,862 shares; 2025Q4: 43,237 shares 43,237 $30.8K 0.01% -1,625 Timeline