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: 140,903 shares; 2024Q4: 126,361 shares; 2025Q1: 125,969 shares; 2025Q2: 124,541 shares; 2025Q3: 123,027 shares; 2025Q4: 121,100 shares 121,100 $54.5M 9.01% -1,927 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: 318,314 shares; 2024Q4: 293,056 shares; 2025Q1: 288,938 shares; 2025Q2: 284,999 shares; 2025Q3: 280,973 shares; 2025Q4: 265,123 shares 265,123 $49.4M 8.18% -15,850 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: 55,921 shares; 2024Q4: 55,011 shares; 2025Q1: 54,502 shares; 2025Q2: 55,322 shares; 2025Q3: 56,136 shares; 2025Q4: 56,031 shares 56,031 $27.1M 4.48% -105 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: 72,512 shares; 2024Q4: 70,735 shares; 2025Q1: 68,484 shares; 2025Q2: 69,830 shares; 2025Q3: 69,743 shares; 2025Q4: 69,701 shares 69,701 $18.9M 3.13% -42 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: 80,846 shares; 2024Q4: 81,198 shares; 2025Q1: 80,806 shares; 2025Q2: 81,209 shares; 2025Q3: 82,123 shares; 2025Q4: 81,384 shares 81,384 $17.4M 2.88% -739 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: 47,553 shares; 2024Q4: 45,069 shares; 2025Q1: 46,644 shares; 2025Q2: 45,427 shares; 2025Q3: 50,199 shares; 2025Q4: 46,250 shares 46,250 $14.5M 2.4% -3,949 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: 21,294 shares; 2024Q4: 22,879 shares; 2025Q1: 20,710 shares; 2025Q2: 19,493 shares; 2025Q3: 21,113 shares; 2025Q4: 20,727 shares 20,727 $14.1M 2.34% -386 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: 67,532 shares; 2024Q4: 63,545 shares; 2025Q1: 62,996 shares; 2025Q2: 58,374 shares; 2025Q3: 58,007 shares; 2025Q4: 55,951 shares 55,951 $12.9M 2.14% -2,056 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: 16,371 shares; 2024Q4: 15,400 shares; 2025Q1: 14,213 shares; 2025Q2: 14,639 shares; 2025Q3: 14,854 shares; 2025Q4: 17,891 shares 17,891 $11.8M 1.95% +3,037 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: 2,826 shares; 2024Q4: 2,986 shares; 2025Q1: 5,216 shares; 2025Q2: 9,069 shares; 2025Q3: 17,338 shares; 2025Q4: 18,398 shares 18,398 $11.5M 1.91% +1,060 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: 29,163 shares; 2024Q4: 30,220 shares; 2025Q1: 32,503 shares; 2025Q2: 30,472 shares; 2025Q3: 31,099 shares; 2025Q4: 29,844 shares 29,844 $9.07M 1.5% -1,255 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 12,830 shares; 2025Q1: 19,845 shares; 2025Q2: 20,248 shares; 2025Q3: 25,567 shares; 2025Q4: 25,703 shares 25,703 $8.62M 1.43% +136 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: 8,824 shares; 2024Q4: 9,735 shares; 2025Q1: 11,794 shares; 2025Q2: 16,210 shares; 2025Q3: 15,729 shares; 2025Q4: 15,067 shares 15,067 $7.57M 1.25% -662 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: 16,818 shares; 2024Q4: 15,372 shares; 2025Q1: 14,983 shares; 2025Q2: 13,815 shares; 2025Q3: 11,457 shares; 2025Q4: 11,150 shares 11,150 $7.51M 1.24% -307 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: 76,881 shares; 2024Q4: 62,210 shares; 2025Q1: 60,678 shares; 2025Q2: 48,494 shares; 2025Q3: 43,212 shares; 2025Q4: 42,208 shares 42,208 $7.5M 1.24% -1,004 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: 12,903 shares; 2024Q4: 11,263 shares; 2025Q1: 14,380 shares; 2025Q2: 20,463 shares; 2025Q3: 19,591 shares; 2025Q4: 20,196 shares 20,196 $6.99M 1.16% +605 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: 12,813 shares; 2024Q4: 9,231 shares; 2025Q1: 8,037 shares; 2025Q2: 10,689 shares; 2025Q3: 10,676 shares; 2025Q4: 11,349 shares 11,349 $6.97M 1.15% +673 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: 24,226 shares; 2024Q4: 22,470 shares; 2025Q1: 24,663 shares; 2025Q2: 19,258 shares; 2025Q3: 20,542 shares; 2025Q4: 17,291 shares 17,291 $6.85M 1.13% -3,251 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: 15,709 shares; 2024Q4: 16,331 shares; 2025Q1: 15,692 shares; 2025Q2: 17,723 shares; 2025Q3: 19,307 shares; 2025Q4: 19,636 shares 19,636 $6.15M 1.02% +329 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: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 1% 0 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: 15,063 shares; 2024Q4: 20,393 shares; 2025Q1: 23,267 shares; 2025Q2: 21,128 shares; 2025Q3: 21,996 shares; 2025Q4: 21,123 shares 21,123 $6.03M 1% -873 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,464 shares; 2024Q4: 174,176 shares; 2025Q1: 142,856 shares; 2025Q2: 161,628 shares; 2025Q3: 145,325 shares; 2025Q4: 166,093 shares 166,093 $5.77M 0.95% +20,768 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 9,332 shares; 2025Q3: 9,411 shares; 2025Q4: 9,411 shares 9,411 $5.71M 0.94% 0 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: 9,112 shares; 2024Q4: 9,112 shares; 2025Q1: 9,112 shares; 2025Q2: 9,159 shares; 2025Q3: 9,189 shares; 2025Q4: 9,177 shares 9,177 $5.54M 0.92% -12 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: 4,621 shares; 2024Q4: 4,824 shares; 2025Q1: 4,690 shares; 2025Q2: 6,664 shares; 2025Q3: 6,466 shares; 2025Q4: 6,222 shares 6,222 $5.37M 0.89% -244 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: 8,164 shares; 2024Q4: 31,832 shares; 2025Q1: 56,289 shares; 2025Q2: 63,237 shares; 2025Q3: 82,295 shares; 2025Q4: 82,134 shares 82,134 $5.13M 0.85% -161 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: 10,499 shares; 2024Q4: 11,024 shares; 2025Q1: 15,841 shares; 2025Q2: 14,721 shares; 2025Q3: 14,897 shares; 2025Q4: 15,050 shares 15,050 $4.61M 0.76% +153 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: 3,602 shares; 2024Q4: 5,699 shares; 2025Q1: 6,075 shares; 2025Q2: 3,881 shares; 2025Q3: 3,926 shares; 2025Q4: 3,856 shares 3,856 $4.13M 0.68% -70 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: 15,977 shares; 2024Q4: 30,771 shares; 2025Q1: 32,453 shares; 2025Q2: 40,028 shares; 2025Q3: 36,117 shares; 2025Q4: 65,847 shares 65,847 $3.87M 0.64% +29,730 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: 14,448 shares; 2024Q4: 17,407 shares; 2025Q1: 29,408 shares; 2025Q2: 30,982 shares; 2025Q3: 28,748 shares; 2025Q4: 22,395 shares 22,395 $3.63M 0.6% -6,353 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: 10,568 shares; 2024Q4: 10,629 shares; 2025Q1: 9,508 shares; 2025Q2: 10,606 shares; 2025Q3: 10,530 shares; 2025Q4: 10,847 shares 10,847 $3.5M 0.58% +317 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 22,383 shares; 2025Q1: 37,618 shares; 2025Q2: 44,509 shares; 2025Q3: 61,355 shares; 2025Q4: 64,944 shares 64,944 $3.49M 0.58% +3,589 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: 20,736 shares; 2024Q4: 2,279 shares; 2025Q1: not reported; 2025Q2: 16,443 shares; 2025Q3: 16,449 shares; 2025Q4: 16,094 shares 16,094 $3.21M 0.53% -355 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: 92,288 shares; 2025Q1: not reported; 2025Q2: 88,699 shares; 2025Q3: 89,587 shares; 2025Q4: 88,963 shares 88,963 $3.02M 0.5% -624 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: 10,147 shares; 2024Q4: 9,925 shares; 2025Q1: 10,044 shares; 2025Q2: 10,275 shares; 2025Q3: 10,294 shares; 2025Q4: 20,203 shares 20,203 $2.91M 0.48% +9,909 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: 44,382 shares 44,382 $2.89M 0.48% new 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: 5,415 shares; 2024Q4: 5,246 shares; 2025Q1: 4,954 shares; 2025Q2: 4,718 shares; 2025Q3: 4,981 shares; 2025Q4: 4,973 shares 4,973 $2.84M 0.47% -8 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,233 shares; 2024Q4: 14,242 shares; 2025Q1: 14,021 shares; 2025Q2: 13,306 shares; 2025Q3: 13,317 shares; 2025Q4: 12,833 shares 12,833 $2.79M 0.46% -484 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 4,198 shares; 2025Q1: 3,783 shares; 2025Q2: 4,866 shares; 2025Q3: not reported; 2025Q4: 45,895 shares 45,895 $2.75M 0.45% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,427 shares; 2024Q4: 23,266 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,742 shares; 2025Q4: 25,244 shares 25,244 $2.74M 0.45% -498 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: 1,624 shares; 2024Q4: 3,076 shares; 2025Q1: 3,228 shares; 2025Q2: 3,112 shares; 2025Q3: 3,086 shares; 2025Q4: 3,065 shares 3,065 $2.69M 0.45% -21 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: 2,857 shares; 2024Q4: 5,693 shares; 2025Q1: 6,513 shares; 2025Q2: 7,323 shares; 2025Q3: 7,018 shares; 2025Q4: 7,206 shares 7,206 $2.67M 0.44% +188 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: 2,197 shares; 2024Q4: 1,382 shares; 2025Q1: 1,324 shares; 2025Q2: 2,801 shares; 2025Q3: 3,049 shares; 2025Q4: 26,636 shares 26,636 $2.5M 0.41% +23,587 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: 11,567 shares; 2024Q4: 15,181 shares; 2025Q1: 22,542 shares; 2025Q2: 27,626 shares; 2025Q3: 27,772 shares; 2025Q4: 55,811 shares 55,811 $2.5M 0.41% +28,039 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,715 shares; 2025Q1: 51,250 shares; 2025Q2: 81,588 shares; 2025Q3: 83,651 shares; 2025Q4: 88,043 shares 88,043 $2.31M 0.38% +4,392 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 67,377 shares; 2025Q4: 87,048 shares 87,048 $2.31M 0.38% +19,671 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 7,961 shares; 2025Q1: 8,495 shares; 2025Q2: 4,910 shares; 2025Q3: 4,864 shares; 2025Q4: 4,787 shares 4,787 $2.3M 0.38% -77 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: 6,885 shares; 2024Q4: 7,193 shares; 2025Q1: 7,810 shares; 2025Q2: 9,135 shares; 2025Q3: 9,463 shares; 2025Q4: 9,838 shares 9,838 $2.25M 0.37% +375 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: 2,895 shares; 2024Q4: 14,374 shares; 2025Q1: 9,994 shares; 2025Q2: 11,873 shares; 2025Q3: 12,252 shares; 2025Q4: 11,703 shares 11,703 $2.24M 0.37% -549 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: 5,539 shares; 2024Q4: 6,615 shares; 2025Q1: 6,601 shares; 2025Q2: 7,636 shares; 2025Q3: 12,509 shares; 2025Q4: 11,362 shares 11,362 $2.21M 0.37% -1,147 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: 7,549 shares; 2024Q4: 7,711 shares; 2025Q1: 7,462 shares; 2025Q2: 8,344 shares; 2025Q3: 8,510 shares; 2025Q4: 10,290 shares 10,290 $2.13M 0.35% +1,780 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,419 shares; 2024Q4: 60,814 shares; 2025Q1: 48,954 shares; 2025Q2: 55,414 shares; 2025Q3: 49,474 shares; 2025Q4: 57,419 shares 57,419 $2.12M 0.35% +7,945 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: 12,268 shares; 2024Q4: 13,376 shares; 2025Q1: 13,431 shares; 2025Q2: 17,882 shares; 2025Q3: 18,616 shares; 2025Q4: 21,250 shares 21,250 $2.12M 0.35% +2,634 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: 6,619 shares; 2024Q4: 6,243 shares; 2025Q1: 5,519 shares; 2025Q2: 5,920 shares; 2025Q3: 5,650 shares; 2025Q4: 5,996 shares 5,996 $2.1M 0.35% +346 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,755 shares; 2024Q4: 193,937 shares; 2025Q1: 183,128 shares; 2025Q2: 173,561 shares; 2025Q3: 74,859 shares; 2025Q4: 68,109 shares 68,109 $1.92M 0.32% -6,750 Timeline FISR 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: 82,569 shares; 2024Q4: 72,978 shares; 2025Q1: 79,904 shares; 2025Q2: 90,923 shares; 2025Q3: 48,595 shares; 2025Q4: 72,094 shares 72,094 $1.87M 0.31% +23,499 Timeline XLSR 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: 30,447 shares; 2024Q4: 28,725 shares; 2025Q1: 30,509 shares; 2025Q2: 29,710 shares; 2025Q3: 28,606 shares; 2025Q4: 27,798 shares 27,798 $1.73M 0.29% -808 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: 10,792 shares; 2024Q4: 10,856 shares; 2025Q1: 10,684 shares; 2025Q2: 10,250 shares; 2025Q3: 9,214 shares; 2025Q4: 9,007 shares 9,007 $1.65M 0.27% -207 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: 18,350 shares; 2025Q3: 18,252 shares; 2025Q4: 13,587 shares 13,587 $1.62M 0.27% -4,665 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,468 shares; 2025Q1: 42,821 shares; 2025Q2: 43,644 shares; 2025Q3: 44,477 shares; 2025Q4: 41,234 shares 41,234 $1.6M 0.26% -3,243 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: 4,762 shares; 2024Q4: 5,495 shares; 2025Q1: 772 shares; 2025Q2: 1,044 shares; 2025Q3: 3,600 shares; 2025Q4: 3,392 shares 3,392 $1.59M 0.26% -208 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: not reported; 2025Q1: 9,097 shares; 2025Q2: 16,172 shares; 2025Q3: 16,493 shares; 2025Q4: 60,025 shares 60,025 $1.55M 0.26% +43,532 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,232 shares 30,232 $1.53M 0.25% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 4,918 shares; 2025Q1: 4,692 shares; 2025Q2: 10,854 shares; 2025Q3: 10,629 shares; 2025Q4: 10,656 shares 10,656 $1.53M 0.25% +27 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,586 shares; 2024Q4: 29,709 shares; 2025Q1: 30,482 shares; 2025Q2: 29,190 shares; 2025Q3: 28,927 shares; 2025Q4: 25,311 shares 25,311 $1.51M 0.25% -3,616 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,700 shares; 2024Q4: 12,025 shares; 2025Q1: 11,925 shares; 2025Q2: 11,177 shares; 2025Q3: 11,177 shares; 2025Q4: 10,442 shares 10,442 $1.5M 0.25% -735 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: 1,742 shares; 2024Q4: 1,545 shares; 2025Q1: 1,622 shares; 2025Q2: 1,715 shares; 2025Q3: 1,538 shares; 2025Q4: 1,383 shares 1,383 $1.49M 0.25% -155 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,601 shares; 2025Q2: 10,165 shares; 2025Q3: 12,592 shares; 2025Q4: 13,021 shares 13,021 $1.47M 0.24% +429 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,458 shares; 2025Q1: 30,146 shares; 2025Q2: 41,309 shares; 2025Q3: 41,809 shares; 2025Q4: 42,918 shares 42,918 $1.47M 0.24% +1,109 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: 14,806 shares; 2024Q4: 22,150 shares; 2025Q1: 26,131 shares; 2025Q2: 11,808 shares; 2025Q3: 12,020 shares; 2025Q4: 11,898 shares 11,898 $1.47M 0.24% -122 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,241 shares; 2025Q3: 61,551 shares; 2025Q4: 68,998 shares 68,998 $1.46M 0.24% +7,447 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: 1,292 shares; 2024Q4: 1,457 shares; 2025Q1: 1,694 shares; 2025Q2: 1,943 shares; 2025Q3: 2,008 shares; 2025Q4: 2,072 shares 2,072 $1.42M 0.23% +64 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: 19,443 shares; 2024Q4: 20,664 shares; 2025Q1: 41,299 shares; 2025Q2: 13,069 shares; 2025Q3: 22,653 shares; 2025Q4: 31,543 shares 31,543 $1.4M 0.23% +8,890 Timeline FTHI 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: 51,443 shares; 2025Q3: 52,995 shares; 2025Q4: 57,560 shares 57,560 $1.36M 0.22% +4,565 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: 16,388 shares; 2024Q4: not reported; 2025Q1: 2,663 shares; 2025Q2: 12,449 shares; 2025Q3: 13,794 shares; 2025Q4: 13,879 shares 13,879 $1.33M 0.22% +85 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,218 shares; 2025Q3: 25,328 shares; 2025Q4: 48,444 shares 48,444 $1.3M 0.22% +23,116 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: 8,266 shares; 2024Q4: 9,396 shares; 2025Q1: 9,980 shares; 2025Q2: 10,001 shares; 2025Q3: 10,131 shares; 2025Q4: 10,558 shares 10,558 $1.27M 0.21% +427 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,277 shares; 2024Q4: 8,891 shares; 2025Q1: 9,439 shares; 2025Q2: 9,618 shares; 2025Q3: 11,077 shares; 2025Q4: 10,771 shares 10,771 $1.26M 0.21% -306 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 20,240 shares; 2025Q1: 25,379 shares; 2025Q2: 12,886 shares; 2025Q3: 13,101 shares; 2025Q4: 13,066 shares 13,066 $1.2M 0.2% -35 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: 1,428 shares; 2024Q4: 1,472 shares; 2025Q1: 1,425 shares; 2025Q2: 1,416 shares; 2025Q3: 1,391 shares; 2025Q4: 1,343 shares 1,343 $1.18M 0.2% -48 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 8,180 shares; 2025Q1: 19,786 shares; 2025Q2: 14,065 shares; 2025Q3: 13,955 shares; 2025Q4: 13,871 shares 13,871 $1.18M 0.19% -84 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: 4,102 shares; 2024Q4: 3,783 shares; 2025Q1: 3,775 shares; 2025Q2: 3,833 shares; 2025Q3: 3,229 shares; 2025Q4: 3,401 shares 3,401 $1.17M 0.19% +172 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: 2,035 shares; 2024Q4: 1,260 shares; 2025Q1: 1,456 shares; 2025Q2: 2,130 shares; 2025Q3: 2,131 shares; 2025Q4: 2,062 shares 2,062 $1.17M 0.19% -69 Timeline AVDV 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: 3,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,042 shares; 2025Q4: 12,359 shares 12,359 $1.16M 0.19% +2,317 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: 25,737 shares; 2025Q2: 28,527 shares; 2025Q3: 28,102 shares; 2025Q4: 28,147 shares 28,147 $1.16M 0.19% +45 Timeline SPEM 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: 36,621 shares; 2024Q4: 32,054 shares; 2025Q1: 33,211 shares; 2025Q2: 20,363 shares; 2025Q3: 24,897 shares; 2025Q4: 24,505 shares 24,505 $1.15M 0.19% -392 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: 27,625 shares; 2025Q1: 26,785 shares; 2025Q2: 26,590 shares; 2025Q3: 26,685 shares; 2025Q4: 26,727 shares 26,727 $1.14M 0.19% +42 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 26,085 shares; 2025Q4: 25,546 shares 25,546 $1.11M 0.18% -539 Timeline HYLS 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: 23,929 shares; 2025Q3: 24,766 shares; 2025Q4: 26,543 shares 26,543 $1.11M 0.18% +1,777 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,577 shares; 2025Q1: not reported; 2025Q2: 9,337 shares; 2025Q3: 9,179 shares; 2025Q4: 18,065 shares 18,065 $1.05M 0.17% +8,886 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: 26,272 shares; 2024Q4: 26,929 shares; 2025Q1: 28,572 shares; 2025Q2: 26,652 shares; 2025Q3: 25,666 shares; 2025Q4: 24,820 shares 24,820 $1.01M 0.17% -846 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: 5,734 shares; 2024Q4: 5,507 shares; 2025Q1: 5,516 shares; 2025Q2: 6,431 shares; 2025Q3: 6,124 shares; 2025Q4: 7,025 shares 7,025 $1.01M 0.17% +901 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,937 shares; 2025Q3: 3,098 shares; 2025Q4: 3,187 shares 3,187 $1M 0.17% +89 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,052 shares; 2025Q4: 12,989 shares 12,989 $1M 0.17% +2,937 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,558 shares; 2025Q1: 3,372 shares; 2025Q2: 6,303 shares; 2025Q3: 6,718 shares; 2025Q4: 6,908 shares 6,908 $991K 0.16% +190 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,234 shares; 2024Q4: 21,219 shares; 2025Q1: 21,219 shares; 2025Q2: 21,219 shares; 2025Q3: 21,219 shares; 2025Q4: 21,219 shares 21,219 $989K 0.16% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,003 shares; 2024Q4: 8,121 shares; 2025Q1: 10,656 shares; 2025Q2: 11,177 shares; 2025Q3: 9,862 shares; 2025Q4: 9,831 shares 9,831 $982K 0.16% -31 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: 8,639 shares; 2024Q4: 9,056 shares; 2025Q1: 7,696 shares; 2025Q2: 7,908 shares; 2025Q3: 7,861 shares; 2025Q4: 8,796 shares 8,796 $980K 0.16% +935 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: 11,269 shares; 2024Q4: 11,915 shares; 2025Q1: 11,978 shares; 2025Q2: 10,759 shares; 2025Q3: 10,527 shares; 2025Q4: 11,181 shares 11,181 $975K 0.16% +654 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,339 shares; 2025Q3: 73,880 shares; 2025Q4: 51,970 shares 51,970 $974K 0.16% -21,910 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 9,515 shares; 2025Q1: 14,557 shares; 2025Q2: 9,923 shares; 2025Q3: 10,096 shares; 2025Q4: 11,048 shares 11,048 $967K 0.16% +952 Timeline VMBS 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: 10,701 shares; 2024Q4: 11,659 shares; 2025Q1: 13,849 shares; 2025Q2: 14,592 shares; 2025Q3: 17,991 shares; 2025Q4: 20,445 shares 20,445 $963K 0.16% +2,454 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: 2,430 shares; 2024Q4: 2,261 shares; 2025Q1: 1,961 shares; 2025Q2: 3,601 shares; 2025Q3: 2,845 shares; 2025Q4: 3,241 shares 3,241 $960K 0.16% +396 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: 16,934 shares; 2024Q4: 16,554 shares; 2025Q1: 16,662 shares; 2025Q2: 16,514 shares; 2025Q3: 17,512 shares; 2025Q4: 17,124 shares 17,124 $938K 0.16% -388 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: 4,914 shares; 2024Q4: 5,321 shares; 2025Q1: 6,020 shares; 2025Q2: 1,510 shares; 2025Q3: 5,470 shares; 2025Q4: 2,609 shares 2,609 $913K 0.15% -2,861 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 901 shares; 2025Q1: 868 shares; 2025Q2: 1,015 shares; 2025Q3: 1,945 shares; 2025Q4: 1,921 shares 1,921 $909K 0.15% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,583 shares; 2025Q4: 5,532 shares 5,532 $902K 0.15% -51 Timeline FTQI 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: 46,395 shares; 2025Q3: 48,130 shares; 2025Q4: 43,210 shares 43,210 $900K 0.15% -4,920 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: 628 shares; 2024Q4: 1,077 shares; 2025Q1: 1,050 shares; 2025Q2: 1,026 shares; 2025Q3: 888 shares; 2025Q4: 1,089 shares 1,089 $893K 0.15% +201 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: 2,670 shares; 2024Q4: 2,576 shares; 2025Q1: 2,598 shares; 2025Q2: 2,853 shares; 2025Q3: 2,833 shares; 2025Q4: 2,917 shares 2,917 $891K 0.15% +84 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,035 shares; 2025Q3: 8,956 shares; 2025Q4: 10,631 shares 10,631 $890K 0.15% +1,675 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 3,879 shares; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 3,929 shares; 2025Q4: 3,679 shares 3,679 $888K 0.15% -250 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 4,779 shares; 2025Q1: 4,591 shares; 2025Q2: 5,033 shares; 2025Q3: 5,313 shares; 2025Q4: 4,764 shares 4,764 $878K 0.15% -549 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: 6,746 shares; 2024Q4: 6,831 shares; 2025Q1: 8,453 shares; 2025Q2: 9,068 shares; 2025Q3: 6,965 shares; 2025Q4: 6,972 shares 6,972 $874K 0.14% +7 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,550 shares 35,550 $872K 0.14% new Timeline SCHE 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: 17,403 shares; 2024Q4: 21,747 shares; 2025Q1: 20,609 shares; 2025Q2: 24,729 shares; 2025Q3: 27,344 shares; 2025Q4: 26,168 shares 26,168 $857K 0.14% -1,176 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,255 shares; 2025Q4: 11,132 shares 11,132 $845K 0.14% +4,877 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,727 shares; 2025Q3: 4,035 shares; 2025Q4: 4,013 shares 4,013 $844K 0.14% -22 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: 14,226 shares; 2024Q4: 27,324 shares; 2025Q1: 23,662 shares; 2025Q2: 25,857 shares; 2025Q3: 27,506 shares; 2025Q4: 24,905 shares 24,905 $842K 0.14% -2,601 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: 50,069 shares; 2024Q4: 48,215 shares; 2025Q1: 45,097 shares; 2025Q2: 44,196 shares; 2025Q3: 44,755 shares; 2025Q4: 41,238 shares 41,238 $834K 0.14% -3,517 Timeline TFLO 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: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 14,920 shares; 2025Q2: 14,920 shares; 2025Q3: 14,920 shares; 2025Q4: 16,420 shares 16,420 $829K 0.14% +1,500 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: 1,680 shares; 2024Q4: 1,656 shares; 2025Q1: 1,551 shares; 2025Q2: 1,220 shares; 2025Q3: 1,110 shares; 2025Q4: 5,345 shares 5,345 $819K 0.14% +4,235 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,760 shares; 2024Q4: 41,062 shares; 2025Q1: 41,973 shares; 2025Q2: 54,387 shares; 2025Q3: 40,871 shares; 2025Q4: 32,627 shares 32,627 $810K 0.13% -8,244 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: 975 shares; 2024Q4: 1,246 shares; 2025Q1: 1,434 shares; 2025Q2: 1,085 shares; 2025Q3: 1,055 shares; 2025Q4: 1,391 shares 1,391 $797K 0.13% +336 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,685 shares 31,685 $793K 0.13% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,353 shares; 2025Q1: 1,309 shares; 2025Q2: 1,368 shares; 2025Q3: 1,387 shares; 2025Q4: 1,626 shares 1,626 $787K 0.13% +239 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: 6,912 shares; 2024Q4: 4,518 shares; 2025Q1: 4,524 shares; 2025Q2: 4,678 shares; 2025Q3: 4,461 shares; 2025Q4: 4,564 shares 4,564 $781K 0.13% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,775 shares; 2025Q3: 14,589 shares; 2025Q4: 14,202 shares 14,202 $777K 0.13% -387 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,295 shares; 2024Q4: 16,342 shares; 2025Q1: 12,775 shares; 2025Q2: 12,830 shares; 2025Q3: 12,886 shares; 2025Q4: 12,943 shares 12,943 $765K 0.13% +57 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: 34,267 shares; 2024Q4: 11,377 shares; 2025Q1: 10,633 shares; 2025Q2: 10,633 shares; 2025Q3: 11,533 shares; 2025Q4: 15,028 shares 15,028 $760K 0.13% +3,495 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: 27,276 shares; 2025Q2: 23,239 shares; 2025Q3: 7,184 shares; 2025Q4: 7,504 shares 7,504 $753K 0.12% +320 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: 4,965 shares; 2024Q4: 4,654 shares; 2025Q1: 4,539 shares; 2025Q2: 4,488 shares; 2025Q3: 4,493 shares; 2025Q4: 4,673 shares 4,673 $723K 0.12% +180 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,198 shares; 2024Q4: 30,678 shares; 2025Q1: 30,744 shares; 2025Q2: 29,672 shares; 2025Q3: 28,564 shares; 2025Q4: 29,049 shares 29,049 $723K 0.12% +485 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,620 shares; 2025Q1: 3,438 shares; 2025Q2: 9,938 shares; 2025Q3: 10,009 shares; 2025Q4: 10,036 shares 10,036 $712K 0.12% +27 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: 6,333 shares; 2024Q4: 3,659 shares; 2025Q1: 3,555 shares; 2025Q2: 4,471 shares; 2025Q3: 4,623 shares; 2025Q4: 4,640 shares 4,640 $707K 0.12% +17 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: 16,315 shares; 2024Q4: 19,705 shares; 2025Q1: 18,477 shares; 2025Q2: 24,793 shares; 2025Q3: 7,840 shares; 2025Q4: 7,876 shares 7,876 $705K 0.12% +36 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 17,764 shares; 2025Q1: 16,934 shares; 2025Q2: 16,505 shares; 2025Q3: 8,021 shares; 2025Q4: 8,835 shares 8,835 $704K 0.12% +814 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 1,169 shares; 2025Q3: 1,367 shares; 2025Q4: 1,442 shares 1,442 $703K 0.12% +75 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: 3,638 shares; 2024Q4: 3,712 shares; 2025Q1: 3,688 shares; 2025Q2: 4,334 shares; 2025Q3: 4,191 shares; 2025Q4: 4,378 shares 4,378 $702K 0.12% +187 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: 2,784 shares; 2024Q4: 3,306 shares; 2025Q1: 3,405 shares; 2025Q2: 3,463 shares; 2025Q3: 4,210 shares; 2025Q4: 4,568 shares 4,568 $702K 0.12% +358 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: 7,385 shares; 2024Q4: 9,280 shares; 2025Q1: 8,997 shares; 2025Q2: 9,150 shares; 2025Q3: 9,042 shares; 2025Q4: 9,068 shares 9,068 $699K 0.12% +26 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,595 shares; 2025Q1: 4,059 shares; 2025Q2: 3,760 shares; 2025Q3: 4,111 shares; 2025Q4: 3,562 shares 3,562 $692K 0.11% -549 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: 4,915 shares; 2024Q4: 5,180 shares; 2025Q1: 4,395 shares; 2025Q2: 4,773 shares; 2025Q3: 4,445 shares; 2025Q4: 6,564 shares 6,564 $691K 0.11% +2,119 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: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 2,662 shares; 2025Q2: 2,848 shares; 2025Q3: 2,801 shares; 2025Q4: 2,801 shares 2,801 $689K 0.11% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,859 shares 6,859 $688K 0.11% new 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: 3,558 shares; 2024Q4: 8,969 shares; 2025Q1: 9,233 shares; 2025Q2: 10,394 shares; 2025Q3: 10,364 shares; 2025Q4: 10,396 shares 10,396 $686K 0.11% +32 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: 51,852 shares; 2024Q4: 9,902 shares; 2025Q1: 12,377 shares; 2025Q2: 13,828 shares; 2025Q3: 13,394 shares; 2025Q4: 11,958 shares 11,958 $684K 0.11% -1,436 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: 6,931 shares; 2024Q4: 7,145 shares; 2025Q1: 6,976 shares; 2025Q2: 7,713 shares; 2025Q3: 6,817 shares; 2025Q4: 6,870 shares 6,870 $681K 0.11% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,652 shares 25,652 $679K 0.11% new 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: 11,872 shares; 2024Q4: 12,265 shares; 2025Q1: 6,193 shares; 2025Q2: 9,965 shares; 2025Q3: 18,429 shares; 2025Q4: 14,377 shares 14,377 $674K 0.11% -4,052 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS 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: 1,617 shares; 2025Q3: 6,147 shares; 2025Q4: 5,354 shares 5,354 $663K 0.11% -793 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: 1,016 shares; 2024Q4: 988 shares; 2025Q1: 990 shares; 2025Q2: 2,506 shares; 2025Q3: 2,438 shares; 2025Q4: 2,566 shares 2,566 $662K 0.11% +128 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,750 shares; 2025Q3: 14,154 shares; 2025Q4: 14,884 shares 14,884 $662K 0.11% +730 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 2,523 shares; 2025Q1: 3,106 shares; 2025Q2: 3,594 shares; 2025Q3: 3,529 shares; 2025Q4: 3,447 shares 3,447 $640K 0.11% -82 Timeline VONV 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: 6,974 shares; 2025Q1: 6,154 shares; 2025Q2: 6,632 shares; 2025Q3: 5,931 shares; 2025Q4: 6,903 shares 6,903 $637K 0.11% +972 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,339 shares; 2025Q4: 9,721 shares 9,721 $633K 0.1% -2,618 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,694 shares; 2024Q4: 127,356 shares; 2025Q1: 127,004 shares; 2025Q2: 112,445 shares; 2025Q3: 108,883 shares; 2025Q4: 104,579 shares 104,579 $631K 0.1% -4,304 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: 34,255 shares; 2024Q4: 44,535 shares; 2025Q1: 264,321 shares; 2025Q2: 30,717 shares; 2025Q3: 13,897 shares; 2025Q4: 6,898 shares 6,898 $630K 0.1% -6,999 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: 702 shares; 2024Q4: 793 shares; 2025Q1: 1,311 shares; 2025Q2: 1,453 shares; 2025Q3: 1,748 shares; 2025Q4: 1,831 shares 1,831 $616K 0.1% +83 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: 11,384 shares; 2024Q4: 7,992 shares; 2025Q1: 18,578 shares; 2025Q2: 20,179 shares; 2025Q3: 20,158 shares; 2025Q4: 22,376 shares 22,376 $614K 0.1% +2,218 Timeline KNG 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: 11,190 shares; 2025Q3: 11,626 shares; 2025Q4: 12,357 shares 12,357 $607K 0.1% +731 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 10,745 shares; 2025Q1: 11,018 shares; 2025Q2: 11,695 shares; 2025Q3: 11,913 shares; 2025Q4: 11,901 shares 11,901 $606K 0.1% -12 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,675 shares; 2025Q1: 1,740 shares; 2025Q2: 1,909 shares; 2025Q3: 2,047 shares; 2025Q4: 1,890 shares 1,890 $602K 0.1% -157 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,372 shares; 2024Q4: 15,841 shares; 2025Q1: 15,578 shares; 2025Q2: 15,115 shares; 2025Q3: 15,115 shares; 2025Q4: 15,099 shares 15,099 $598K 0.1% -16 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: 2,877 shares; 2024Q4: 2,580 shares; 2025Q1: 1,023 shares; 2025Q2: 1,068 shares; 2025Q3: 2,142 shares; 2025Q4: 1,925 shares 1,925 $593K 0.1% -217 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,473 shares; 2025Q1: 4,670 shares; 2025Q2: not reported; 2025Q3: 16,114 shares; 2025Q4: 16,004 shares 16,004 $592K 0.1% -110 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,145 shares; 2025Q3: 18,015 shares; 2025Q4: 18,631 shares 18,631 $589K 0.1% +616 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 468 shares; 2025Q1: 467 shares; 2025Q2: 417 shares; 2025Q3: 420 shares; 2025Q4: 292 shares 292 $588K 0.1% -128 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,883 shares; 2024Q4: 11,000 shares; 2025Q1: 12,343 shares; 2025Q2: not reported; 2025Q3: 8,077 shares; 2025Q4: 15,891 shares 15,891 $586K 0.1% +7,814 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,894 shares; 2024Q4: 28,449 shares; 2025Q1: 28,449 shares; 2025Q2: 29,949 shares; 2025Q3: 31,017 shares; 2025Q4: 31,017 shares 31,017 $584K 0.1% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,139 shares; 2025Q4: 8,994 shares 8,994 $579K 0.1% +2,855 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: 3,867 shares; 2025Q3: 3,859 shares; 2025Q4: 4,280 shares 4,280 $578K 0.1% +421 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,660 shares; 2025Q3: 9,812 shares; 2025Q4: 9,687 shares 9,687 $574K 0.09% -125 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,723 shares; 2025Q3: 15,065 shares; 2025Q4: 16,122 shares 16,122 $570K 0.09% +1,057 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,314 shares; 2025Q3: 3,316 shares; 2025Q4: 3,230 shares 3,230 $567K 0.09% -86 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,801 shares; 2025Q1: 2,936 shares; 2025Q2: 2,812 shares; 2025Q3: 3,122 shares; 2025Q4: 3,181 shares 3,181 $565K 0.09% +59 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 9,942 shares; 2025Q1: 9,392 shares; 2025Q2: 9,292 shares; 2025Q3: 9,292 shares; 2025Q4: 9,293 shares 9,293 $561K 0.09% +1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,626 shares; 2025Q1: 2,838 shares; 2025Q2: 3,955 shares; 2025Q3: 3,791 shares; 2025Q4: 4,721 shares 4,721 $551K 0.09% +930 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 2,097 shares; 2025Q1: 2,587 shares; 2025Q2: 4,272 shares; 2025Q3: 4,450 shares; 2025Q4: 3,549 shares 3,549 $549K 0.09% -901 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,419 shares; 2025Q1: not reported; 2025Q2: 8,133 shares; 2025Q3: 8,800 shares; 2025Q4: 9,876 shares 9,876 $543K 0.09% +1,076 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 7,847 shares; 2025Q1: 7,771 shares; 2025Q2: 8,019 shares; 2025Q3: 2,554 shares; 2025Q4: 2,101 shares 2,101 $540K 0.09% -453 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: 5,658 shares; 2024Q4: 6,737 shares; 2025Q1: 7,024 shares; 2025Q2: 8,374 shares; 2025Q3: 7,355 shares; 2025Q4: 7,681 shares 7,681 $537K 0.09% +326 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,053 shares 10,053 $530K 0.09% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,795 shares; 2025Q3: 11,974 shares; 2025Q4: 13,078 shares 13,078 $526K 0.09% +1,104 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,250 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 1,901 shares; 2025Q4: 2,033 shares 2,033 $526K 0.09% +132 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 6,163 shares; 2025Q1: 6,192 shares; 2025Q2: 6,211 shares; 2025Q3: 6,179 shares; 2025Q4: 9,946 shares 9,946 $523K 0.09% +3,767 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,508 shares; 2025Q1: 51,849 shares; 2025Q2: 51,984 shares; 2025Q3: 55,719 shares; 2025Q4: 90,343 shares 90,343 $520K 0.09% +34,624 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,337 shares; 2025Q1: 5,337 shares; 2025Q2: 3,287 shares; 2025Q3: 3,150 shares; 2025Q4: 3,652 shares 3,652 $517K 0.09% +502 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,901 shares; 2025Q1: 3,112 shares; 2025Q2: 3,361 shares; 2025Q3: 4,284 shares; 2025Q4: 4,288 shares 4,288 $515K 0.09% +4 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: 3,150 shares; 2025Q1: 3,957 shares; 2025Q2: 3,921 shares; 2025Q3: 3,980 shares; 2025Q4: 3,917 shares 3,917 $513K 0.08% -63 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,440 shares; 2024Q4: 7,639 shares; 2025Q1: 8,150 shares; 2025Q2: 8,159 shares; 2025Q3: 8,067 shares; 2025Q4: 8,820 shares 8,820 $513K 0.08% +753 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,337 shares; 2025Q3: 12,524 shares; 2025Q4: 14,709 shares 14,709 $510K 0.08% +2,185 Timeline FTSL 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: 6,865 shares; 2025Q3: 7,643 shares; 2025Q4: 11,084 shares 11,084 $509K 0.08% +3,441 Timeline FMF 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: 10,059 shares; 2025Q3: 10,550 shares; 2025Q4: 10,788 shares 10,788 $508K 0.08% +238 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,675 shares; 2025Q1: 3,825 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 2,850 shares 2,850 $500K 0.08% -550 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: 1,040 shares; 2024Q4: 880 shares; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 1,037 shares; 2025Q4: 977 shares 977 $499K 0.08% -60 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: 3,609 shares; 2024Q4: 5,183 shares; 2025Q1: 5,724 shares; 2025Q2: 6,465 shares; 2025Q3: 6,103 shares; 2025Q4: 6,959 shares 6,959 $497K 0.08% +856 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: 7,645 shares; 2024Q4: 7,653 shares; 2025Q1: 7,385 shares; 2025Q2: 6,772 shares; 2025Q3: 6,718 shares; 2025Q4: 6,708 shares 6,708 $493K 0.08% -10 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,269 shares; 2025Q1: 1,044 shares; 2025Q2: 958 shares; 2025Q3: 948 shares; 2025Q4: 932 shares 932 $487K 0.08% -16 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,951 shares; 2025Q3: 3,158 shares; 2025Q4: 4,154 shares 4,154 $482K 0.08% +996 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,426 shares 20,426 $477K 0.08% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,080 shares; 2025Q3: 17,003 shares; 2025Q4: 17,333 shares 17,333 $470K 0.08% +330 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: not reported; 2025Q4: 2,734 shares 2,734 $468K 0.08% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 19,401 shares; 2025Q1: 18,406 shares; 2025Q2: 14,926 shares; 2025Q3: 13,431 shares; 2025Q4: 13,431 shares 13,431 $466K 0.08% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,025 shares 17,025 $466K 0.08% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,112 shares; 2025Q3: 6,388 shares; 2025Q4: 6,300 shares 6,300 $463K 0.08% -88 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,854 shares; 2025Q2: 5,064 shares; 2025Q3: 5,184 shares; 2025Q4: 6,124 shares 6,124 $462K 0.08% +940 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,458 shares; 2024Q4: 4,579 shares; 2025Q1: 4,585 shares; 2025Q2: 4,720 shares; 2025Q3: 3,990 shares; 2025Q4: 4,045 shares 4,045 $460K 0.08% +55 Timeline SDVD 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: 10,450 shares; 2025Q2: 18,504 shares; 2025Q3: 20,777 shares; 2025Q4: 21,387 shares 21,387 $459K 0.08% +610 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,071 shares; 2025Q3: 5,086 shares; 2025Q4: 5,089 shares 5,089 $458K 0.08% +3 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS 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: not reported; 2025Q3: 833 shares; 2025Q4: 1,885 shares 1,885 $458K 0.08% +1,052 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,486 shares; 2024Q4: 25,570 shares; 2025Q1: 25,180 shares; 2025Q2: 25,168 shares; 2025Q3: 23,930 shares; 2025Q4: 26,380 shares 26,380 $458K 0.08% +2,450 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 6,998 shares; 2025Q1: 10,489 shares; 2025Q2: 10,855 shares; 2025Q3: 11,112 shares; 2025Q4: 11,085 shares 11,085 $457K 0.08% -27 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 9,570 shares; 2025Q1: 16,977 shares; 2025Q2: 17,633 shares; 2025Q3: 17,770 shares; 2025Q4: 17,849 shares 17,849 $454K 0.08% +79 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 3,158 shares; 2025Q2: 3,495 shares; 2025Q3: 3,470 shares; 2025Q4: 3,445 shares 3,445 $452K 0.07% -25 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,292 shares; 2025Q2: 9,353 shares; 2025Q3: 9,046 shares; 2025Q4: 8,841 shares 8,841 $450K 0.07% -205 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,250 shares; 2025Q2: 7,475 shares; 2025Q3: 7,872 shares; 2025Q4: 8,472 shares 8,472 $448K 0.07% +600 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,250 shares; 2025Q2: 7,470 shares; 2025Q3: 7,866 shares; 2025Q4: 8,466 shares 8,466 $447K 0.07% +600 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: not reported; 2025Q2: 9,287 shares; 2025Q3: 9,332 shares; 2025Q4: 9,287 shares 9,287 $444K 0.07% -45 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: 9,026 shares; 2024Q4: not reported; 2025Q1: 7,631 shares; 2025Q2: 5,707 shares; 2025Q3: 5,516 shares; 2025Q4: 5,942 shares 5,942 $440K 0.07% +426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,411 shares; 2025Q3: 2,464 shares; 2025Q4: 2,470 shares 2,470 $438K 0.07% +6 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 10,102 shares; 2025Q3: 13,079 shares; 2025Q4: 15,117 shares 15,117 $436K 0.07% +2,038 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL 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: 14,626 shares; 2025Q3: 13,009 shares; 2025Q4: 10,376 shares 10,376 $427K 0.07% -2,633 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: 1,607 shares; 2025Q3: 1,603 shares; 2025Q4: 1,442 shares 1,442 $418K 0.07% -161 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: 2,655 shares; 2024Q4: 2,567 shares; 2025Q1: 2,422 shares; 2025Q2: 2,383 shares; 2025Q3: 2,366 shares; 2025Q4: 4,352 shares 4,352 $418K 0.07% +1,986 Timeline CERY 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: 10,169 shares; 2025Q1: 21,687 shares; 2025Q2: 12,324 shares; 2025Q3: 24,742 shares; 2025Q4: 14,565 shares 14,565 $416K 0.07% -10,177 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,996 shares; 2025Q1: 13,676 shares; 2025Q2: 13,239 shares; 2025Q3: 12,033 shares; 2025Q4: 13,925 shares 13,925 $415K 0.07% +1,892 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: 1,839 shares; 2024Q4: 18,828 shares; 2025Q1: 3,050 shares; 2025Q2: 3,779 shares; 2025Q3: 4,016 shares; 2025Q4: 4,187 shares 4,187 $409K 0.07% +171 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: 3,473 shares; 2025Q4: 2,361 shares 2,361 $407K 0.07% -1,112 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: 1,023 shares; 2024Q4: 780 shares; 2025Q1: 953 shares; 2025Q2: 788 shares; 2025Q3: 786 shares; 2025Q4: 701 shares 701 $400K 0.07% -85 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares; 2025Q4: 3,157 shares 3,157 $397K 0.07% +1,212 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,201 shares; 2025Q4: 2,053 shares 2,053 $393K 0.07% +852 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 842 shares; 2025Q4: 863 shares 863 $393K 0.06% +21 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,357 shares; 2025Q3: 5,365 shares; 2025Q4: 5,366 shares 5,366 $389K 0.06% +1 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 3,332 shares; 2025Q1: 3,565 shares; 2025Q2: 4,017 shares; 2025Q3: 3,948 shares; 2025Q4: 4,194 shares 4,194 $388K 0.06% +246 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 1,472 shares; 2025Q3: 4,737 shares; 2025Q4: 5,384 shares 5,384 $386K 0.06% +647 Timeline TIPX 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: 17,621 shares; 2024Q4: 18,239 shares; 2025Q1: 17,650 shares; 2025Q2: 18,503 shares; 2025Q3: 18,762 shares; 2025Q4: 19,297 shares 19,297 $368K 0.06% +535 Timeline ACWI 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: 2,162 shares; 2024Q4: 2,446 shares; 2025Q1: 2,529 shares; 2025Q2: 2,560 shares; 2025Q3: 2,620 shares; 2025Q4: 2,595 shares 2,595 $367K 0.06% -25 Timeline FVD 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: 7,822 shares; 2025Q1: 7,956 shares; 2025Q2: 7,926 shares; 2025Q3: 7,938 shares; 2025Q4: 7,938 shares 7,938 $366K 0.06% 0 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: 2,087 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,978 shares 2,978 $366K 0.06% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,581 shares; 2025Q1: 7,324 shares; 2025Q2: 7,401 shares; 2025Q3: 7,281 shares; 2025Q4: 7,181 shares 7,181 $363K 0.06% -100 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,253 shares; 2025Q1: 2,286 shares; 2025Q2: 3,528 shares; 2025Q3: 3,130 shares; 2025Q4: 3,651 shares 3,651 $363K 0.06% +521 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,500 shares; 2025Q3: 1,812 shares; 2025Q4: 1,825 shares 1,825 $360K 0.06% +13 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,491 shares; 2025Q3: 2,363 shares; 2025Q4: 2,227 shares 2,227 $360K 0.06% -136 Timeline IGLD 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: 14,463 shares; 2025Q3: 14,957 shares; 2025Q4: 14,347 shares 14,347 $359K 0.06% -610 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: 8,041 shares; 2025Q3: 8,436 shares; 2025Q4: 8,198 shares 8,198 $358K 0.06% -238 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: 6,132 shares; 2024Q4: 10,208 shares; 2025Q1: 5,502 shares; 2025Q2: 5,609 shares; 2025Q3: 5,743 shares; 2025Q4: 5,947 shares 5,947 $357K 0.06% +204 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM 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: 35,885 shares 35,885 $356K 0.06% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,916 shares; 2025Q2: 3,216 shares; 2025Q3: 3,552 shares; 2025Q4: 4,086 shares 4,086 $356K 0.06% +534 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: 1,233 shares; 2024Q4: 1,343 shares; 2025Q1: 1,231 shares; 2025Q2: 1,957 shares; 2025Q3: 2,002 shares; 2025Q4: 1,601 shares 1,601 $352K 0.06% -401 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: 625 shares; 2024Q4: 625 shares; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares 581 $352K 0.06% 0 Timeline CGCB 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: 10,047 shares; 2025Q3: 10,125 shares; 2025Q4: 13,249 shares 13,249 $351K 0.06% +3,124 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: 2,611 shares; 2024Q4: 2,585 shares; 2025Q1: 2,549 shares; 2025Q2: 2,701 shares; 2025Q3: 2,440 shares; 2025Q4: 2,431 shares 2,431 $349K 0.06% -9 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: 5,701 shares; 2024Q4: 5,319 shares; 2025Q1: 6,151 shares; 2025Q2: 6,010 shares; 2025Q3: 5,956 shares; 2025Q4: 5,999 shares 5,999 $347K 0.06% +43 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares 3,580 $347K 0.06% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 806 shares; 2025Q1: 811 shares; 2025Q2: 724 shares; 2025Q3: 742 shares; 2025Q4: 674 shares 674 $344K 0.06% -68 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,975 shares; 2025Q1: 14,795 shares; 2025Q2: 14,941 shares; 2025Q3: 14,797 shares; 2025Q4: 14,444 shares 14,444 $344K 0.06% -353 Timeline FDD 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: 11,962 shares; 2025Q2: 32,459 shares; 2025Q3: 28,125 shares; 2025Q4: 19,651 shares 19,651 $344K 0.06% -8,474 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: 612 shares; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 346 shares; 2025Q4: 362 shares 362 $338K 0.06% +16 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 558 shares; 2025Q4: 600 shares 600 $337K 0.06% +42 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 3,050 shares; 2025Q2: not reported; 2025Q3: 4,064 shares; 2025Q4: 3,939 shares 3,939 $336K 0.06% -125 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE 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: 5,968 shares; 2025Q4: 7,371 shares 7,371 $335K 0.06% +1,403 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,276 shares; 2025Q2: 2,594 shares; 2025Q3: 2,582 shares; 2025Q4: 1,197 shares 1,197 $334K 0.06% -1,385 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 3,696 shares; 2025Q1: 4,165 shares; 2025Q2: 3,821 shares; 2025Q3: 3,829 shares; 2025Q4: 4,276 shares 4,276 $332K 0.05% +447 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,211 shares; 2025Q1: 24,211 shares; 2025Q2: 24,211 shares; 2025Q3: 24,211 shares; 2025Q4: 23,563 shares 23,563 $332K 0.05% -648 Timeline D DOMINION ENERGY INC More: the full row for DOMINION 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: 3,984 shares; 2025Q2: 4,594 shares; 2025Q3: 7,228 shares; 2025Q4: 5,648 shares 5,648 $331K 0.05% -1,580 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $330K 0.05% 0 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: 3,502 shares; 2024Q4: 4,208 shares; 2025Q1: 2,125 shares; 2025Q2: 2,136 shares; 2025Q3: 2,991 shares; 2025Q4: 2,138 shares 2,138 $330K 0.05% -853 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,568 shares 11,568 $329K 0.05% new Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,682 shares; 2025Q1: 6,646 shares; 2025Q2: 6,273 shares; 2025Q3: 6,192 shares; 2025Q4: 6,227 shares 6,227 $329K 0.05% +35 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,409 shares; 2025Q1: 1,409 shares; 2025Q2: 1,418 shares; 2025Q3: 1,418 shares; 2025Q4: 1,335 shares 1,335 $329K 0.05% -83 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: 5,774 shares; 2024Q4: 3,870 shares; 2025Q1: 3,305 shares; 2025Q2: 3,551 shares; 2025Q3: 3,555 shares; 2025Q4: 3,208 shares 3,208 $327K 0.05% -347 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: not reported; 2025Q2: 1,317 shares; 2025Q3: not reported; 2025Q4: 1,585 shares 1,585 $326K 0.05% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,395 shares; 2025Q1: 2,152 shares; 2025Q2: 2,635 shares; 2025Q3: 2,647 shares; 2025Q4: 2,435 shares 2,435 $323K 0.05% -212 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: 4,960 shares; 2024Q4: 6,798 shares; 2025Q1: 7,445 shares; 2025Q2: 5,005 shares; 2025Q3: 5,192 shares; 2025Q4: 5,982 shares 5,982 $322K 0.05% +790 Timeline BUXX 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: 14,500 shares; 2025Q2: 14,985 shares; 2025Q3: 15,780 shares; 2025Q4: 15,780 shares 15,780 $319K 0.05% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,775 shares; 2025Q1: 2,725 shares; 2025Q2: 3,025 shares; 2025Q3: 3,108 shares; 2025Q4: 2,908 shares 2,908 $318K 0.05% -200 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: 1,709 shares; 2024Q4: 1,463 shares; 2025Q1: 1,467 shares; 2025Q2: 1,353 shares; 2025Q3: 1,457 shares; 2025Q4: 2,662 shares 2,662 $318K 0.05% +1,205 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,003 shares; 2025Q1: 10,131 shares; 2025Q2: 10,020 shares; 2025Q3: 10,164 shares; 2025Q4: 11,562 shares 11,562 $318K 0.05% +1,398 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,658 shares 10,658 $318K 0.05% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM 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: 19,850 shares; 2025Q3: 26,189 shares; 2025Q4: 27,045 shares 27,045 $316K 0.05% +856 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: not reported; 2025Q4: 1,049 shares 1,049 $316K 0.05% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,034 shares; 2025Q4: 2,440 shares 2,440 $315K 0.05% +406 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: 1,797 shares; 2024Q4: 949 shares; 2025Q1: 943 shares; 2025Q2: 986 shares; 2025Q3: 1,035 shares; 2025Q4: 956 shares 956 $313K 0.05% -79 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,441 shares 2,441 $312K 0.05% +171 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,599 shares; 2025Q3: 6,637 shares; 2025Q4: 6,637 shares 6,637 $309K 0.05% 0 Timeline TRFM 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: 5,597 shares; 2025Q3: 6,068 shares; 2025Q4: 6,463 shares 6,463 $308K 0.05% +395 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 8,078 shares; 2025Q3: 8,078 shares; 2025Q4: 8,578 shares 8,578 $307K 0.05% +500 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: not reported; 2025Q1: not reported; 2025Q2: 968 shares; 2025Q3: 936 shares; 2025Q4: 1,046 shares 1,046 $303K 0.05% +110 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,193 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares 2,114 $303K 0.05% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,904 shares 3,904 $302K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,530 shares 1,530 $298K 0.05% new Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest 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: 7,222 shares 7,222 $298K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,093 shares; 2025Q4: 3,688 shares 3,688 $296K 0.05% +595 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,389 shares; 2025Q3: 7,159 shares; 2025Q4: 7,114 shares 7,114 $295K 0.05% -45 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,473 shares; 2025Q1: 9,340 shares; 2025Q2: 7,575 shares; 2025Q3: 7,575 shares; 2025Q4: 7,708 shares 7,708 $295K 0.05% +133 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: 7,594 shares; 2024Q4: not reported; 2025Q1: 4,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,633 shares 3,633 $295K 0.05% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,901 shares; 2025Q3: 2,233 shares; 2025Q4: 2,116 shares 2,116 $294K 0.05% -117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,113 shares 12,113 $291K 0.05% new 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: 60 shares; 2024Q4: 66 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 58 shares; 2025Q4: 54 shares 54 $289K 0.05% -4 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,997 shares; 2025Q4: 2,038 shares 2,038 $287K 0.05% +41 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 879 shares; 2025Q1: 880 shares; 2025Q2: 811 shares; 2025Q3: 1,156 shares; 2025Q4: 865 shares 865 $285K 0.05% -291 Timeline FXO 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: 4,058 shares; 2025Q3: 6,158 shares; 2025Q4: 4,631 shares 4,631 $279K 0.05% -1,527 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 9,581 shares; 2025Q1: 9,706 shares; 2025Q2: 8,761 shares; 2025Q3: 7,636 shares; 2025Q4: 7,636 shares 7,636 $279K 0.05% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 747 shares 747 $279K 0.05% +2 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: 33,977 shares; 2024Q4: 24,191 shares; 2025Q1: 13,576 shares; 2025Q2: 13,809 shares; 2025Q3: 9,559 shares; 2025Q4: 8,909 shares 8,909 $278K 0.05% -650 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: 4,661 shares; 2024Q4: 4,583 shares; 2025Q1: 4,259 shares; 2025Q2: 4,488 shares; 2025Q3: 4,352 shares; 2025Q4: 4,777 shares 4,777 $275K 0.05% +425 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: 7,095 shares; 2025Q3: 7,802 shares; 2025Q4: 7,686 shares 7,686 $274K 0.05% -116 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest 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: 9,756 shares 9,756 $274K 0.05% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 8,586 shares; 2025Q1: 8,587 shares; 2025Q2: 8,750 shares; 2025Q3: 9,146 shares; 2025Q4: 8,813 shares 8,813 $273K 0.05% -333 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,118 shares; 2024Q4: 51,118 shares; 2025Q1: 54,018 shares; 2025Q2: 50,073 shares; 2025Q3: 48,018 shares; 2025Q4: 62,423 shares 62,423 $272K 0.05% +14,405 Timeline SKYY 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: 2,092 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,645 shares; 2025Q4: 2,079 shares 2,079 $270K 0.04% +434 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,810 shares 5,810 $269K 0.04% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,060 shares 5,060 $269K 0.04% new 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: 1,323 shares; 2024Q4: 1,733 shares; 2025Q1: 1,485 shares; 2025Q2: 1,286 shares; 2025Q3: 1,043 shares; 2025Q4: 1,011 shares 1,011 $268K 0.04% -32 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,384 shares 5,384 $267K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: 1,650 shares 1,650 $266K 0.04% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,238 shares; 2025Q4: 1,241 shares 1,241 $263K 0.04% +3 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,025 shares; 2025Q4: 2,811 shares 2,811 $262K 0.04% -1,214 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 7,239 shares; 2025Q1: 7,116 shares; 2025Q2: 6,500 shares; 2025Q3: 6,251 shares; 2025Q4: 6,400 shares 6,400 $262K 0.04% +149 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: 898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares 833 $260K 0.04% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 1,867 shares; 2025Q4: 2,084 shares 2,084 $259K 0.04% +217 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,271 shares 3,271 $258K 0.04% new 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: 1,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 1,586 shares 1,586 $258K 0.04% -550 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,141 shares 5,141 $257K 0.04% new 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: 2,792 shares; 2025Q2: 2,726 shares; 2025Q3: 2,526 shares; 2025Q4: 2,122 shares 2,122 $254K 0.04% -404 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 9,600 shares; 2025Q1: 1,153 shares; 2025Q2: 1,116 shares; 2025Q3: 1,246 shares; 2025Q4: 1,195 shares 1,195 $253K 0.04% -51 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,732 shares 4,732 $252K 0.04% new Timeline FXH 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: 2,218 shares 2,218 $252K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 913 shares 913 $251K 0.04% -655 Timeline FOXA FOX CORP More: the full row for FOX 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: 3,431 shares 3,431 $251K 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,324 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,064 shares 5,064 $249K 0.04% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 5,331 shares; 2025Q3: 5,337 shares; 2025Q4: 4,992 shares 4,992 $249K 0.04% -345 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: not reported; 2025Q4: 841 shares 841 $249K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 814 shares; 2025Q1: 811 shares; 2025Q2: 944 shares; 2025Q3: 911 shares; 2025Q4: 881 shares 881 $243K 0.04% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,260 shares 2,260 $241K 0.04% new Timeline EBND 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: 18,772 shares; 2024Q4: 20,088 shares; 2025Q1: 10,507 shares; 2025Q2: 10,511 shares; 2025Q3: 10,780 shares; 2025Q4: 11,091 shares 11,091 $237K 0.04% +311 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,966 shares; 2025Q3: 13,596 shares; 2025Q4: 12,966 shares 12,966 $236K 0.04% -630 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: 840 shares; 2024Q4: 881 shares; 2025Q1: 863 shares; 2025Q2: 873 shares; 2025Q3: 864 shares; 2025Q4: 917 shares 917 $236K 0.04% +53 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: 2,482 shares; 2025Q1: 2,234 shares; 2025Q2: 2,330 shares; 2025Q3: 3,397 shares; 2025Q4: 2,963 shares 2,963 $235K 0.04% -434 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 691 shares 691 $235K 0.04% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,659 shares; 2025Q4: 1,659 shares 1,659 $234K 0.04% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 3,204 shares; 2025Q3: 2,983 shares; 2025Q4: 2,986 shares 2,986 $234K 0.04% +3 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,482 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares 2,482 $234K 0.04% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,352 shares 2,352 $231K 0.04% new 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: 925 shares; 2024Q4: 1,098 shares; 2025Q1: 879 shares; 2025Q2: 1,072 shares; 2025Q3: 810 shares; 2025Q4: 593 shares 593 $231K 0.04% -217 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: 27,690 shares; 2024Q4: 10,361 shares; 2025Q1: 12,453 shares; 2025Q2: 44,347 shares; 2025Q3: not reported; 2025Q4: 8,949 shares 8,949 $230K 0.04% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 8,389 shares 8,389 $229K 0.04% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,473 shares; 2025Q3: 2,520 shares; 2025Q4: 2,382 shares 2,382 $229K 0.04% -138 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS 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: 2,404 shares; 2025Q2: not reported; 2025Q3: 2,079 shares; 2025Q4: 2,109 shares 2,109 $229K 0.04% +30 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest 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: 7,093 shares 7,093 $226K 0.04% new Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH 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: 5,350 shares; 2025Q4: 6,046 shares 6,046 $226K 0.04% +696 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,513 shares; 2024Q4: 10,691 shares; 2025Q1: 8,943 shares; 2025Q2: 7,043 shares; 2025Q3: 7,043 shares; 2025Q4: 7,043 shares 7,043 $226K 0.04% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 933 shares; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 781 shares; 2025Q4: 877 shares 877 $225K 0.04% +96 Timeline TDVI 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: 8,036 shares 8,036 $223K 0.04% new 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: 836 shares; 2025Q4: 708 shares 708 $222K 0.04% -128 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares 1,319 $222K 0.04% 0 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,278 shares 6,278 $220K 0.04% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,394 shares 2,394 $220K 0.04% new Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,045 shares 11,045 $220K 0.04% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,165 shares; 2025Q3: 2,171 shares; 2025Q4: 2,675 shares 2,675 $219K 0.04% +504 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: 883 shares; 2024Q4: 401 shares; 2025Q1: 402 shares; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 376 shares 376 $218K 0.04% -44 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: 1,786 shares; 2024Q4: 1,804 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,073 shares; 2025Q4: 1,342 shares 1,342 $217K 0.04% -731 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares 1,802 $215K 0.04% new Timeline GPRF GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,543 shares; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 4,244 shares 4,244 $215K 0.04% -176 Timeline FIIG 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: 10,114 shares 10,114 $214K 0.04% new 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: 3,300 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $214K 0.04% 0 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 10,750 shares 10,750 $214K 0.04% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,128 shares; 2025Q4: 8,128 shares 8,128 $213K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,673 shares 2,673 $212K 0.04% 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: 3,850 shares; 2024Q4: 3,387 shares; 2025Q1: 2,981 shares; 2025Q2: 3,236 shares; 2025Q3: 2,666 shares; 2025Q4: 2,516 shares 2,516 $212K 0.04% -150 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL 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: 4,512 shares 4,512 $209K 0.03% new Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 6,746 shares 6,746 $209K 0.03% new Timeline CGSD 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: 7,983 shares 7,983 $208K 0.03% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: 1,278 shares; 2025Q3: not reported; 2025Q4: 1,431 shares 1,431 $205K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,821 shares 3,821 $204K 0.03% new Timeline RWJ 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: 4,169 shares; 2025Q4: 4,172 shares 4,172 $203K 0.03% +3 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 57,387 shares; 2025Q4: 13,527 shares 13,527 $203K 0.03% -43,860 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 2,646 shares; 2025Q1: 2,659 shares; 2025Q2: 2,526 shares; 2025Q3: 2,298 shares; 2025Q4: 1,872 shares 1,872 $200K 0.03% -426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,410 shares; 2025Q4: 4,250 shares 4,250 $200K 0.03% -2,160 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,045 shares; 2024Q4: 17,292 shares; 2025Q1: 17,523 shares; 2025Q2: 17,768 shares; 2025Q3: 18,000 shares; 2025Q4: 18,259 shares 18,259 $199K 0.03% +259 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,050 shares; 2025Q2: 38,105 shares; 2025Q3: 36,123 shares; 2025Q4: 34,828 shares 34,828 $194K 0.03% -1,295 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,614 shares; 2024Q4: 12,641 shares; 2025Q1: 12,664 shares; 2025Q2: 12,559 shares; 2025Q3: 12,559 shares; 2025Q4: 13,986 shares 13,986 $194K 0.03% +1,427 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 11,779 shares; 2025Q3: 12,709 shares; 2025Q4: 13,465 shares 13,465 $191K 0.03% +756 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,552 shares; 2025Q1: 12,049 shares; 2025Q2: 12,029 shares; 2025Q3: 12,029 shares; 2025Q4: 13,225 shares 13,225 $185K 0.03% +1,196 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,341 shares; 2025Q3: 12,300 shares; 2025Q4: 23,450 shares 23,450 $176K 0.03% +11,150 Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,175 shares 15,175 $138K 0.02% new Timeline AVAH AVEANNA HEALTHCARE HLDGS INC More: the full row for AVEANNA HEALTHCARE 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: 14,883 shares; 2025Q4: 16,890 shares 16,890 $138K 0.02% +2,007 Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,575 shares; 2024Q4: 76,124 shares; 2025Q1: 66,374 shares; 2025Q2: 71,674 shares; 2025Q3: 65,374 shares; 2025Q4: 56,574 shares 56,574 $56.6K 0.01% -8,800 Timeline TETRA TECH INC NEW TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,000 shares; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 29,000 shares 29,000 $31.4K 0.01% +9,000 HBIO HARVARD BIOSCIENCE INC More: the full row for HARVARD BIOSCIENCE 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: 11,250 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 10,000 shares 10,000 $6.69K <0.01% -1,750 Timeline IMUX IMMUNIC INC More: the full row for IMMUNIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $6.4K <0.01% 0 Timeline