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: restricted; 2024Q4: 302,059 shares; 2025Q1: 297,207 shares; 2025Q2: 237,450 shares; 2025Q3: 230,342 shares; 2025Q4: 221,071 shares 221,071 $18.2M 3.55% -9,271 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: restricted; 2024Q4: 1,505 shares; 2025Q1: 4,478 shares; 2025Q2: 13,580 shares; 2025Q3: 17,353 shares; 2025Q4: 18,060 shares 18,060 $12.3M 2.4% +707 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: restricted; 2024Q4: 20,391 shares; 2025Q1: 27,520 shares; 2025Q2: 53,063 shares; 2025Q3: 62,665 shares; 2025Q4: 65,488 shares 65,488 $12.2M 2.38% +2,823 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,553 shares; 2025Q1: 141,945 shares; 2025Q2: 145,806 shares; 2025Q3: 132,016 shares; 2025Q4: 131,645 shares 131,645 $10.9M 2.12% -371 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: restricted; 2024Q4: 7,641 shares; 2025Q1: 13,088 shares; 2025Q2: 18,754 shares; 2025Q3: 17,248 shares; 2025Q4: 17,024 shares 17,024 $10.5M 2.04% -224 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: restricted; 2024Q4: 1,337 shares; 2025Q1: 9,574 shares; 2025Q2: 15,736 shares; 2025Q3: 15,550 shares; 2025Q4: 16,652 shares 16,652 $10.4M 2.03% +1,102 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 480,755 shares; 2025Q1: 475,777 shares; 2025Q2: 404,975 shares; 2025Q3: 405,146 shares; 2025Q4: 353,761 shares 353,761 $9.07M 1.77% -51,385 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: restricted; 2024Q4: 7,922 shares; 2025Q1: 8,973 shares; 2025Q2: 16,516 shares; 2025Q3: 17,928 shares; 2025Q4: 17,742 shares 17,742 $8.58M 1.67% -186 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: restricted; 2024Q4: 319,521 shares; 2025Q1: 329,887 shares; 2025Q2: 345,144 shares; 2025Q3: 313,291 shares; 2025Q4: 317,892 shares 317,892 $8.19M 1.59% +4,601 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: restricted; 2024Q4: 4,646 shares; 2025Q1: 5,106 shares; 2025Q2: 90,094 shares; 2025Q3: 93,933 shares; 2025Q4: 96,484 shares 96,484 $7.74M 1.51% +2,551 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: restricted; 2024Q4: 16,345 shares; 2025Q1: 16,338 shares; 2025Q2: 28,126 shares; 2025Q3: 31,946 shares; 2025Q4: 25,862 shares 25,862 $7.03M 1.37% -6,084 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,688 shares; 2025Q1: 60,237 shares; 2025Q2: 59,931 shares; 2025Q3: 59,483 shares; 2025Q4: 58,892 shares 58,892 $6.49M 1.26% -591 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,753 shares; 2025Q3: 25,087 shares; 2025Q4: 33,669 shares 33,669 $6.45M 1.26% +8,582 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,837 shares; 2025Q1: 13,711 shares; 2025Q2: 14,313 shares; 2025Q3: 13,319 shares; 2025Q4: 13,306 shares 13,306 $6.19M 1.21% -13 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: restricted; 2024Q4: 19,228 shares; 2025Q1: 16,731 shares; 2025Q2: 17,687 shares; 2025Q3: 16,956 shares; 2025Q4: 15,440 shares 15,440 $6.12M 1.19% -1,516 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: restricted; 2024Q4: 10,302 shares; 2025Q1: 11,652 shares; 2025Q2: 11,900 shares; 2025Q3: 11,676 shares; 2025Q4: 11,520 shares 11,520 $5.79M 1.13% -156 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: restricted; 2024Q4: 17,587 shares; 2025Q1: 19,677 shares; 2025Q2: 20,312 shares; 2025Q3: 20,953 shares; 2025Q4: 18,359 shares 18,359 $5.76M 1.12% -2,594 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: restricted; 2024Q4: 60,702 shares; 2025Q1: 49,339 shares; 2025Q2: 88,595 shares; 2025Q3: 54,685 shares; 2025Q4: 62,530 shares 62,530 $5.71M 1.11% +7,845 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,892 shares; 2025Q1: not reported; 2025Q2: 54,033 shares; 2025Q3: 56,390 shares; 2025Q4: 64,585 shares 64,585 $5.21M 1.01% +8,195 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: restricted; 2024Q4: 295 shares; 2025Q1: 980 shares; 2025Q2: 5,883 shares; 2025Q3: 4,469 shares; 2025Q4: 7,235 shares 7,235 $4.96M 0.97% +2,766 Timeline REM 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: restricted; 2024Q4: 201,344 shares; 2025Q1: 210,670 shares; 2025Q2: 203,395 shares; 2025Q3: 208,501 shares; 2025Q4: 208,184 shares 208,184 $4.62M 0.9% -317 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: restricted; 2024Q4: 4,496 shares; 2025Q1: 11,199 shares; 2025Q2: 59,356 shares; 2025Q3: 82,328 shares; 2025Q4: 103,155 shares 103,155 $4.58M 0.89% +20,827 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 2,153 shares; 2025Q2: 6,204 shares; 2025Q3: 10,612 shares; 2025Q4: 9,962 shares 9,962 $4.48M 0.87% -650 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: restricted; 2024Q4: 67,017 shares; 2025Q1: 38,361 shares; 2025Q2: 33,411 shares; 2025Q3: 32,368 shares; 2025Q4: 27,826 shares 27,826 $4.46M 0.87% -4,542 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: restricted; 2024Q4: 965 shares; 2025Q1: 3,448 shares; 2025Q2: 4,386 shares; 2025Q3: 8,355 shares; 2025Q4: 7,681 shares 7,681 $4.45M 0.87% -674 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,704 shares; 2025Q1: 52,932 shares; 2025Q2: 53,384 shares; 2025Q3: 87,377 shares; 2025Q4: 92,175 shares 92,175 $4.33M 0.84% +4,798 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: restricted; 2024Q4: not reported; 2025Q1: 28,727 shares; 2025Q2: 36,081 shares; 2025Q3: 44,588 shares; 2025Q4: 44,749 shares 44,749 $4.3M 0.84% +161 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: restricted; 2024Q4: 9,291 shares; 2025Q1: 15,167 shares; 2025Q2: 24,665 shares; 2025Q3: 25,490 shares; 2025Q4: 17,830 shares 17,830 $4.12M 0.8% -7,660 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,592 shares; 2025Q1: 39,189 shares; 2025Q2: 43,267 shares; 2025Q3: 28,974 shares; 2025Q4: 28,998 shares 28,998 $4.04M 0.79% +24 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,584 shares; 2025Q1: 57,272 shares; 2025Q2: 53,678 shares; 2025Q3: 52,860 shares; 2025Q4: 45,113 shares 45,113 $3.87M 0.75% -7,747 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,768 shares; 2025Q3: 91,940 shares; 2025Q4: 89,922 shares 89,922 $3.85M 0.75% -2,018 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308,207 shares; 2025Q1: 327,947 shares; 2025Q2: 349,718 shares; 2025Q3: 353,366 shares; 2025Q4: 358,551 shares 358,551 $3.84M 0.75% +5,185 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: restricted; 2024Q4: 2,368 shares; 2025Q1: 3,165 shares; 2025Q2: 8,882 shares; 2025Q3: 10,780 shares; 2025Q4: 11,093 shares 11,093 $3.84M 0.75% +313 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,707 shares; 2025Q3: 10,261 shares; 2025Q4: 11,122 shares 11,122 $3.48M 0.68% +861 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: restricted; 2024Q4: 13,880 shares; 2025Q1: 15,154 shares; 2025Q2: 9,407 shares; 2025Q3: 14,250 shares; 2025Q4: 12,054 shares 12,054 $3.44M 0.67% -2,196 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: restricted; 2024Q4: not reported; 2025Q1: 2,851 shares; 2025Q2: 20,915 shares; 2025Q3: 27,837 shares; 2025Q4: 32,033 shares 32,033 $3.42M 0.67% +4,196 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: restricted; 2024Q4: not reported; 2025Q1: 48,305 shares; 2025Q2: 46,258 shares; 2025Q3: 60,661 shares; 2025Q4: 60,947 shares 60,947 $3.33M 0.65% +286 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,979 shares; 2025Q3: 16,695 shares; 2025Q4: 14,718 shares 14,718 $3.32M 0.65% -1,977 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: restricted; 2024Q4: 6,416 shares; 2025Q1: 7,401 shares; 2025Q2: 10,577 shares; 2025Q3: 10,127 shares; 2025Q4: 9,981 shares 9,981 $3.22M 0.63% -146 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: restricted; 2024Q4: 7,479 shares; 2025Q1: 9,289 shares; 2025Q2: 56,642 shares; 2025Q3: 64,510 shares; 2025Q4: 67,935 shares 67,935 $3.18M 0.62% +3,425 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: restricted; 2024Q4: 11,730 shares; 2025Q1: 14,265 shares; 2025Q2: 16,368 shares; 2025Q3: 13,652 shares; 2025Q4: 15,943 shares 15,943 $3.11M 0.61% +2,291 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: restricted; 2024Q4: 11,010 shares; 2025Q1: 12,660 shares; 2025Q2: 12,283 shares; 2025Q3: 12,513 shares; 2025Q4: 15,417 shares 15,417 $3M 0.58% +2,904 Timeline USHY 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: restricted; 2024Q4: 59,800 shares; 2025Q1: 77,417 shares; 2025Q2: 80,654 shares; 2025Q3: 82,372 shares; 2025Q4: 80,090 shares 80,090 $2.99M 0.58% -2,282 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,363 shares; 2025Q1: 83,113 shares; 2025Q2: 77,368 shares; 2025Q3: 74,757 shares; 2025Q4: 101,463 shares 101,463 $2.99M 0.58% +26,706 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,096 shares; 2025Q1: 35,086 shares; 2025Q2: 62,781 shares; 2025Q3: 67,088 shares; 2025Q4: 67,709 shares 67,709 $2.9M 0.57% +621 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,693 shares; 2025Q1: 11,050 shares; 2025Q2: 79,396 shares; 2025Q3: 81,756 shares; 2025Q4: 78,056 shares 78,056 $2.87M 0.56% -3,700 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,538 shares; 2025Q2: 20,809 shares; 2025Q3: 33,697 shares; 2025Q4: 43,002 shares 43,002 $2.77M 0.54% +9,305 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: restricted; 2024Q4: 1,671 shares; 2025Q1: 5,944 shares; 2025Q2: 17,950 shares; 2025Q3: 11,761 shares; 2025Q4: 27,602 shares 27,602 $2.76M 0.54% +15,841 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,046 shares; 2025Q3: 29,927 shares; 2025Q4: 39,521 shares 39,521 $2.75M 0.53% +9,594 Timeline FDL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,999 shares; 2025Q3: 41,877 shares; 2025Q4: 61,440 shares 61,440 $2.72M 0.53% +19,563 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: restricted; 2024Q4: 37,946 shares; 2025Q1: 41,318 shares; 2025Q2: 45,773 shares; 2025Q3: 44,458 shares; 2025Q4: 44,830 shares 44,830 $2.69M 0.52% +372 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: restricted; 2024Q4: 550 shares; 2025Q1: 731 shares; 2025Q2: 3,275 shares; 2025Q3: 3,630 shares; 2025Q4: 4,054 shares 4,054 $2.68M 0.52% +424 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,594 shares; 2025Q4: 90,798 shares 90,798 $2.64M 0.51% +29,204 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,978 shares; 2025Q1: 25,815 shares; 2025Q2: 26,191 shares; 2025Q3: 26,786 shares; 2025Q4: 27,720 shares 27,720 $2.59M 0.51% +934 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: restricted; 2024Q4: 23,520 shares; 2025Q1: 33,601 shares; 2025Q2: 33,929 shares; 2025Q3: 30,415 shares; 2025Q4: 28,343 shares 28,343 $2.59M 0.51% -2,072 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,427 shares; 2025Q1: not reported; 2025Q2: 11,026 shares; 2025Q3: 10,768 shares; 2025Q4: 10,019 shares 10,019 $2.53M 0.49% -749 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: restricted; 2024Q4: not reported; 2025Q1: 9,118 shares; 2025Q2: 20,475 shares; 2025Q3: 26,713 shares; 2025Q4: 28,309 shares 28,309 $2.53M 0.49% +1,596 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: restricted; 2024Q4: 2,966 shares; 2025Q1: not reported; 2025Q2: 12,787 shares; 2025Q3: 12,499 shares; 2025Q4: 12,836 shares 12,836 $2.45M 0.48% +337 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,812 shares; 2025Q3: 103,326 shares; 2025Q4: 100,335 shares 100,335 $2.37M 0.46% -2,991 Timeline JNK 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: restricted; 2024Q4: 2,692 shares; 2025Q1: not reported; 2025Q2: 21,162 shares; 2025Q3: 24,845 shares; 2025Q4: 23,962 shares 23,962 $2.33M 0.45% -883 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,718 shares; 2025Q1: 29,906 shares; 2025Q2: 28,483 shares; 2025Q3: 27,563 shares; 2025Q4: 24,048 shares 24,048 $2.28M 0.44% -3,515 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: restricted; 2024Q4: 1,026 shares; 2025Q1: 10,292 shares; 2025Q2: 11,517 shares; 2025Q3: 19,958 shares; 2025Q4: 23,598 shares 23,598 $2.27M 0.44% +3,640 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,587 shares; 2025Q2: 3,007 shares; 2025Q3: 4,342 shares; 2025Q4: 4,232 shares 4,232 $2.25M 0.44% -110 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,282 shares; 2025Q4: 24,277 shares 24,277 $2.24M 0.44% +4,995 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,971 shares; 2025Q3: 4,684 shares; 2025Q4: 4,597 shares 4,597 $2.24M 0.44% -87 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,588 shares; 2025Q4: 15,003 shares 15,003 $2.23M 0.43% +2,415 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,297 shares; 2025Q1: 51,289 shares; 2025Q2: 51,461 shares; 2025Q3: 46,186 shares; 2025Q4: 43,769 shares 43,769 $2.18M 0.43% -2,417 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,609 shares; 2025Q3: 26,542 shares; 2025Q4: 36,127 shares 36,127 $2.17M 0.42% +9,585 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,719 shares; 2025Q1: 46,291 shares; 2025Q2: 44,231 shares; 2025Q3: 43,226 shares; 2025Q4: 38,028 shares 38,028 $2.01M 0.39% -5,198 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: restricted; 2024Q4: 1,058 shares; 2025Q1: 1,042 shares; 2025Q2: 1,981 shares; 2025Q3: 1,558 shares; 2025Q4: 1,867 shares 1,867 $2.01M 0.39% +309 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: restricted; 2024Q4: 600 shares; 2025Q1: 4,736 shares; 2025Q2: 16,865 shares; 2025Q3: 17,937 shares; 2025Q4: 17,937 shares 17,937 $2M 0.39% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,989 shares; 2025Q3: 50,943 shares; 2025Q4: 53,584 shares 53,584 $1.97M 0.38% +2,641 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: restricted; 2024Q4: 3,709 shares; 2025Q1: 6,271 shares; 2025Q2: 6,144 shares; 2025Q3: 6,097 shares; 2025Q4: 6,191 shares 6,191 $1.97M 0.38% +94 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 28,543 shares; 2025Q3: 27,905 shares; 2025Q4: 15,447 shares 15,447 $1.9M 0.37% -12,458 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,718 shares; 2025Q1: not reported; 2025Q2: 10,297 shares; 2025Q3: 21,577 shares; 2025Q4: 33,141 shares 33,141 $1.88M 0.37% +11,564 Timeline SJNK 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: restricted; 2024Q4: 55,149 shares; 2025Q1: 62,192 shares; 2025Q2: 74,278 shares; 2025Q3: 75,819 shares; 2025Q4: 74,281 shares 74,281 $1.88M 0.37% -1,538 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,199 shares; 2025Q1: 60,221 shares; 2025Q2: 57,756 shares; 2025Q3: 58,584 shares; 2025Q4: 62,252 shares 62,252 $1.86M 0.36% +3,668 Timeline COPX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,436 shares; 2025Q4: 25,771 shares 25,771 $1.85M 0.36% +14,335 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: restricted; 2024Q4: 2,511 shares; 2025Q1: 3,140 shares; 2025Q2: 3,317 shares; 2025Q3: 3,484 shares; 2025Q4: 5,108 shares 5,108 $1.76M 0.34% +1,624 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,558 shares; 2025Q3: 26,891 shares; 2025Q4: 25,835 shares 25,835 $1.74M 0.34% -1,056 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,589 shares; 2025Q1: 9,679 shares; 2025Q2: 13,494 shares; 2025Q3: 9,833 shares; 2025Q4: 8,638 shares 8,638 $1.72M 0.34% -1,195 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: restricted; 2024Q4: not reported; 2025Q1: 1,878 shares; 2025Q2: 5,389 shares; 2025Q3: 8,177 shares; 2025Q4: 11,297 shares 11,297 $1.72M 0.34% +3,120 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: restricted; 2024Q4: 4,841 shares; 2025Q1: not reported; 2025Q2: 28,608 shares; 2025Q3: 40,669 shares; 2025Q4: 36,458 shares 36,458 $1.71M 0.33% -4,211 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,758 shares; 2025Q3: 28,303 shares; 2025Q4: 34,130 shares 34,130 $1.71M 0.33% +5,827 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 12,362 shares; 2025Q4: 10,609 shares 10,609 $1.65M 0.32% -1,753 Timeline XBI 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: restricted; 2024Q4: 611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,459 shares 13,459 $1.64M 0.32% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,767 shares; 2025Q1: 236,379 shares; 2025Q2: 302,114 shares; 2025Q3: 161,087 shares; 2025Q4: 141,136 shares 141,136 $1.62M 0.32% -19,951 Timeline JIRE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,998 shares; 2025Q3: 21,883 shares; 2025Q4: 20,519 shares 20,519 $1.54M 0.3% -1,364 Timeline FSIG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,858 shares; 2025Q3: 64,159 shares; 2025Q4: 79,425 shares 79,425 $1.52M 0.3% +15,266 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,757 shares 7,757 $1.51M 0.29% new 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: restricted; 2024Q4: 3,932 shares; 2025Q1: 3,439 shares; 2025Q2: 4,913 shares; 2025Q3: 4,899 shares; 2025Q4: 5,018 shares 5,018 $1.49M 0.29% +119 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,009 shares; 2025Q3: 20,967 shares; 2025Q4: 20,629 shares 20,629 $1.46M 0.29% -338 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: restricted; 2024Q4: 20,846 shares; 2025Q1: 32,471 shares; 2025Q2: 14,017 shares; 2025Q3: 14,112 shares; 2025Q4: 14,243 shares 14,243 $1.42M 0.28% +131 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,905 shares; 2025Q4: 13,644 shares 13,644 $1.39M 0.27% -261 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,373 shares; 2025Q1: not reported; 2025Q2: 83,323 shares; 2025Q3: 65,310 shares; 2025Q4: 36,433 shares 36,433 $1.38M 0.27% -28,877 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,175 shares; 2025Q4: 5,042 shares 5,042 $1.35M 0.26% +3,867 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,466 shares; 2025Q1: 8,265 shares; 2025Q2: 8,663 shares; 2025Q3: 9,913 shares; 2025Q4: 13,488 shares 13,488 $1.35M 0.26% +3,575 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: restricted; 2024Q4: 372 shares; 2025Q1: not reported; 2025Q2: 3,358 shares; 2025Q3: 4,159 shares; 2025Q4: 3,997 shares 3,997 $1.34M 0.26% -162 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,915 shares 15,915 $1.31M 0.25% new 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: restricted; 2024Q4: 1,736 shares; 2025Q1: 2,365 shares; 2025Q2: 3,726 shares; 2025Q3: 3,732 shares; 2025Q4: 7,570 shares 7,570 $1.29M 0.25% +3,838 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: restricted; 2024Q4: 3,007 shares; 2025Q1: 1,194 shares; 2025Q2: 2,434 shares; 2025Q3: 2,451 shares; 2025Q4: 2,232 shares 2,232 $1.27M 0.25% -219 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: restricted; 2024Q4: 5,558 shares; 2025Q1: 5,374 shares; 2025Q2: 3,501 shares; 2025Q3: 3,748 shares; 2025Q4: 3,822 shares 3,822 $1.25M 0.24% +74 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: restricted; 2024Q4: 4,879 shares; 2025Q1: 1,968 shares; 2025Q2: 4,340 shares; 2025Q3: 3,939 shares; 2025Q4: 3,463 shares 3,463 $1.21M 0.24% -476 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: restricted; 2024Q4: 4,726 shares; 2025Q1: 2,520 shares; 2025Q2: 2,684 shares; 2025Q3: 2,521 shares; 2025Q4: 2,497 shares 2,497 $1.21M 0.24% -24 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: restricted; 2024Q4: 11,806 shares; 2025Q1: 14,900 shares; 2025Q2: 24,714 shares; 2025Q3: 25,087 shares; 2025Q4: 28,791 shares 28,791 $1.17M 0.23% +3,704 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: restricted; 2024Q4: not reported; 2025Q1: 12,046 shares; 2025Q2: 14,354 shares; 2025Q3: 16,420 shares; 2025Q4: 17,707 shares 17,707 $1.17M 0.23% +1,287 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,677 shares; 2025Q1: 26,604 shares; 2025Q2: 19,483 shares; 2025Q3: 20,867 shares; 2025Q4: 21,584 shares 21,584 $1.16M 0.23% +717 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: restricted; 2024Q4: not reported; 2025Q1: 23,470 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,456 shares 22,456 $1.14M 0.22% 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: restricted; 2024Q4: 1,626 shares; 2025Q1: 2,887 shares; 2025Q2: 10,315 shares; 2025Q3: 11,771 shares; 2025Q4: 11,796 shares 11,796 $1.13M 0.22% +25 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: restricted; 2024Q4: 474 shares; 2025Q1: 3,504 shares; 2025Q2: 4,735 shares; 2025Q3: 5,355 shares; 2025Q4: 5,324 shares 5,324 $1.1M 0.21% -31 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: restricted; 2024Q4: 2,848 shares; 2025Q1: 3,338 shares; 2025Q2: 3,521 shares; 2025Q3: 3,576 shares; 2025Q4: 3,429 shares 3,429 $1.07M 0.21% -147 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,269 shares; 2025Q1: 116,111 shares; 2025Q2: 52,578 shares; 2025Q3: 49,256 shares; 2025Q4: 42,891 shares 42,891 $1.02M 0.2% -6,365 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,472 shares; 2025Q3: 16,841 shares; 2025Q4: 9,888 shares 9,888 $1.01M 0.2% -6,953 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,694 shares; 2025Q1: 7,757 shares; 2025Q2: 15,382 shares; 2025Q3: 11,366 shares; 2025Q4: 9,103 shares 9,103 $1M 0.2% -2,263 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: restricted; 2024Q4: 481 shares; 2025Q1: 617 shares; 2025Q2: 1,189 shares; 2025Q3: 3,608 shares; 2025Q4: 3,019 shares 3,019 $997K 0.19% -589 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,459 shares; 2025Q1: 2,990 shares; 2025Q2: 3,238 shares; 2025Q3: 3,369 shares; 2025Q4: 3,324 shares 3,324 $976K 0.19% -45 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,723 shares; 2025Q3: 5,140 shares; 2025Q4: 5,479 shares 5,479 $974K 0.19% +339 Timeline VNQI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,785 shares; 2025Q3: 19,897 shares; 2025Q4: 21,181 shares 21,181 $971K 0.19% +1,284 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: restricted; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 3,290 shares; 2025Q3: 2,985 shares; 2025Q4: 6,719 shares 6,719 $967K 0.19% +3,734 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: restricted; 2024Q4: 5,099 shares; 2025Q1: 5,582 shares; 2025Q2: 7,850 shares; 2025Q3: 7,952 shares; 2025Q4: 8,154 shares 8,154 $951K 0.19% +202 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: restricted; 2024Q4: 1,371 shares; 2025Q1: 1,351 shares; 2025Q2: 1,576 shares; 2025Q3: 1,622 shares; 2025Q4: 1,655 shares 1,655 $948K 0.18% +33 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: restricted; 2024Q4: 2,134 shares; 2025Q1: 3,343 shares; 2025Q2: 4,522 shares; 2025Q3: 4,633 shares; 2025Q4: 4,371 shares 4,371 $936K 0.18% -262 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: restricted; 2024Q4: 2,843 shares; 2025Q1: not reported; 2025Q2: 3,055 shares; 2025Q3: 3,274 shares; 2025Q4: 8,495 shares 8,495 $894K 0.17% +5,221 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,190 shares; 2025Q3: 10,414 shares; 2025Q4: 10,445 shares 10,445 $884K 0.17% +31 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,085 shares; 2025Q3: 14,378 shares; 2025Q4: 33,191 shares 33,191 $879K 0.17% +18,813 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: restricted; 2024Q4: not reported; 2025Q1: 9,709 shares; 2025Q2: 10,949 shares; 2025Q3: 11,222 shares; 2025Q4: 10,703 shares 10,703 $875K 0.17% -519 Timeline NANR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,477 shares; 2025Q4: 12,890 shares 12,890 $874K 0.17% -587 Timeline EWX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,276 shares 13,276 $872K 0.17% new Timeline GVI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,439 shares; 2025Q3: 8,058 shares; 2025Q4: 8,116 shares 8,116 $871K 0.17% +58 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: restricted; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: 15,596 shares; 2025Q3: 14,733 shares; 2025Q4: 15,023 shares 15,023 $870K 0.17% +290 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,910 shares; 2025Q3: 4,132 shares; 2025Q4: 4,104 shares 4,104 $869K 0.17% -28 Timeline VBK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,157 shares; 2025Q3: 3,058 shares; 2025Q4: 2,877 shares 2,877 $869K 0.17% -181 Timeline VONG 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: restricted; 2024Q4: 8,512 shares; 2025Q1: not reported; 2025Q2: 7,383 shares; 2025Q3: 7,247 shares; 2025Q4: 7,049 shares 7,049 $858K 0.17% -198 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: restricted; 2024Q4: 1,942 shares; 2025Q1: 2,112 shares; 2025Q2: 2,326 shares; 2025Q3: 2,414 shares; 2025Q4: 2,304 shares 2,304 $852K 0.17% -110 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,974 shares; 2025Q1: 7,284 shares; 2025Q2: 7,230 shares; 2025Q3: 6,756 shares; 2025Q4: 6,820 shares 6,820 $851K 0.17% +64 Timeline ILF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,668 shares; 2025Q4: 27,923 shares 27,923 $850K 0.17% +2,255 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: restricted; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: 18,093 shares; 2025Q3: 18,725 shares; 2025Q4: 20,667 shares 20,667 $844K 0.16% +1,942 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: restricted; 2024Q4: 1,566 shares; 2025Q1: 4,656 shares; 2025Q2: 9,469 shares; 2025Q3: 8,251 shares; 2025Q4: 12,076 shares 12,076 $844K 0.16% +3,825 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: restricted; 2024Q4: 3,253 shares; 2025Q1: not reported; 2025Q2: 28,546 shares; 2025Q3: 29,279 shares; 2025Q4: 33,885 shares 33,885 $842K 0.16% +4,606 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: restricted; 2024Q4: 39,147 shares; 2025Q1: 24,922 shares; 2025Q2: 24,470 shares; 2025Q3: 21,414 shares; 2025Q4: 15,934 shares 15,934 $841K 0.16% -5,480 Timeline EWY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,625 shares 8,625 $839K 0.16% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,690 shares; 2025Q3: 14,026 shares; 2025Q4: 14,132 shares 14,132 $834K 0.16% +106 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: restricted; 2024Q4: 7,695 shares; 2025Q1: 7,897 shares; 2025Q2: 8,475 shares; 2025Q3: 8,288 shares; 2025Q4: 9,530 shares 9,530 $834K 0.16% +1,242 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: restricted; 2024Q4: 1,650 shares; 2025Q1: 2,123 shares; 2025Q2: 3,679 shares; 2025Q3: 3,586 shares; 2025Q4: 3,630 shares 3,630 $829K 0.16% +44 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,794 shares; 2025Q1: 3,874 shares; 2025Q2: 4,969 shares; 2025Q3: 5,174 shares; 2025Q4: 5,194 shares 5,194 $827K 0.16% +20 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,134 shares; 2025Q3: 22,233 shares; 2025Q4: 32,794 shares 32,794 $825K 0.16% +10,561 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,302 shares 11,302 $807K 0.16% new 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: restricted; 2024Q4: 3,894 shares; 2025Q1: not reported; 2025Q2: 4,442 shares; 2025Q3: 8,883 shares; 2025Q4: 11,039 shares 11,039 $807K 0.16% +2,156 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 6,839 shares; 2025Q4: 9,610 shares 9,610 $802K 0.16% +2,771 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: restricted; 2024Q4: 319 shares; 2025Q1: 459 shares; 2025Q2: 1,159 shares; 2025Q3: 1,156 shares; 2025Q4: 929 shares 929 $801K 0.16% -227 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,364 shares; 2025Q3: 4,855 shares; 2025Q4: 6,527 shares 6,527 $801K 0.16% +1,672 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,122 shares; 2025Q1: 22,728 shares; 2025Q2: 24,522 shares; 2025Q3: 25,545 shares; 2025Q4: 26,763 shares 26,763 $800K 0.16% +1,218 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,435 shares; 2025Q2: 22,234 shares; 2025Q3: 22,234 shares; 2025Q4: 22,234 shares 22,234 $783K 0.15% 0 Timeline DVOL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,283 shares; 2025Q4: 22,302 shares 22,302 $781K 0.15% +7,019 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,063 shares 6,063 $773K 0.15% new 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: restricted; 2024Q4: 1,732 shares; 2025Q1: 2,278 shares; 2025Q2: 6,037 shares; 2025Q3: 6,694 shares; 2025Q4: 5,378 shares 5,378 $771K 0.15% -1,316 Timeline ICLN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,805 shares 46,805 $769K 0.15% new Timeline IGE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,971 shares; 2025Q3: 15,165 shares; 2025Q4: 15,227 shares 15,227 $764K 0.15% +62 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,379 shares; 2025Q1: 65,807 shares; 2025Q2: 70,800 shares; 2025Q3: 68,721 shares; 2025Q4: 68,123 shares 68,123 $759K 0.15% -598 Timeline TIP 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: restricted; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 6,569 shares; 2025Q3: 6,565 shares; 2025Q4: 6,833 shares 6,833 $751K 0.15% +268 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 1,827 shares; 2025Q4: 1,817 shares 1,817 $750K 0.15% -10 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: restricted; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 808 shares; 2025Q4: 2,104 shares 2,104 $736K 0.14% +1,296 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: restricted; 2024Q4: 1,571 shares; 2025Q1: not reported; 2025Q2: 10,719 shares; 2025Q3: 10,944 shares; 2025Q4: 13,351 shares 13,351 $734K 0.14% +2,407 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,113 shares; 2025Q1: 14,340 shares; 2025Q2: 12,942 shares; 2025Q3: 15,120 shares; 2025Q4: 15,035 shares 15,035 $731K 0.14% -85 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,647 shares; 2025Q1: 48,335 shares; 2025Q2: 29,198 shares; 2025Q3: 29,454 shares; 2025Q4: 28,467 shares 28,467 $730K 0.14% -987 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: restricted; 2024Q4: 1,068 shares; 2025Q1: 491 shares; 2025Q2: 860 shares; 2025Q3: 826 shares; 2025Q4: 7,754 shares 7,754 $727K 0.14% +6,928 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: restricted; 2024Q4: 4,638 shares; 2025Q1: 4,779 shares; 2025Q2: 4,838 shares; 2025Q3: 4,897 shares; 2025Q4: 4,920 shares 4,920 $706K 0.14% +23 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: restricted; 2024Q4: not reported; 2025Q1: 28,084 shares; 2025Q2: 28,944 shares; 2025Q3: 27,775 shares; 2025Q4: 25,465 shares 25,465 $698K 0.14% -2,310 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,676 shares; 2025Q3: 13,524 shares; 2025Q4: 16,818 shares 16,818 $696K 0.14% +3,294 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: restricted; 2024Q4: 1,543 shares; 2025Q1: 3,042 shares; 2025Q2: 6,121 shares; 2025Q3: 6,257 shares; 2025Q4: 5,668 shares 5,668 $682K 0.13% -589 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: restricted; 2024Q4: 13,076 shares; 2025Q1: 5,504 shares; 2025Q2: 4,492 shares; 2025Q3: 7,472 shares; 2025Q4: 4,427 shares 4,427 $680K 0.13% -3,045 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,307 shares; 2025Q3: 1,149 shares; 2025Q4: 1,387 shares 1,387 $676K 0.13% +238 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,937 shares; 2025Q3: 5,431 shares; 2025Q4: 7,136 shares 7,136 $671K 0.13% +1,705 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: restricted; 2024Q4: not reported; 2025Q1: 20,038 shares; 2025Q2: 5,447 shares; 2025Q3: 6,658 shares; 2025Q4: 6,681 shares 6,681 $670K 0.13% +23 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,534 shares; 2025Q1: 1,625 shares; 2025Q2: 2,480 shares; 2025Q3: 2,353 shares; 2025Q4: 2,453 shares 2,453 $670K 0.13% +100 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,384 shares; 2025Q1: 39,301 shares; 2025Q2: 34,874 shares; 2025Q3: 33,889 shares; 2025Q4: 33,369 shares 33,369 $667K 0.13% -520 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: restricted; 2024Q4: not reported; 2025Q1: 8,172 shares; 2025Q2: 10,924 shares; 2025Q3: 18,299 shares; 2025Q4: 20,088 shares 20,088 $658K 0.13% +1,789 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: restricted; 2024Q4: 4,043 shares; 2025Q1: 4,780 shares; 2025Q2: 6,912 shares; 2025Q3: 6,694 shares; 2025Q4: 6,623 shares 6,623 $657K 0.13% -71 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: restricted; 2024Q4: 26,600 shares; 2025Q1: 26,818 shares; 2025Q2: 27,462 shares; 2025Q3: 23,819 shares; 2025Q4: 25,207 shares 25,207 $653K 0.13% +1,388 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,935 shares; 2025Q3: 6,762 shares; 2025Q4: 5,540 shares 5,540 $652K 0.13% -1,222 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 861 shares; 2025Q1: 1,395 shares; 2025Q2: 585 shares; 2025Q3: 1,354 shares; 2025Q4: 1,519 shares 1,519 $641K 0.12% +165 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,671 shares; 2025Q1: 18,209 shares; 2025Q2: 17,950 shares; 2025Q3: 14,808 shares; 2025Q4: 14,763 shares 14,763 $638K 0.12% -45 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,266 shares; 2025Q4: 14,604 shares 14,604 $636K 0.12% -4,662 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,345 shares; 2025Q3: 12,694 shares; 2025Q4: 13,037 shares 13,037 $630K 0.12% +343 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 2,523 shares 2,523 $621K 0.12% -678 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: restricted; 2024Q4: not reported; 2025Q1: 2,890 shares; 2025Q2: 4,268 shares; 2025Q3: 3,968 shares; 2025Q4: 4,914 shares 4,914 $591K 0.12% +946 Timeline IPAC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,494 shares; 2025Q3: 8,002 shares; 2025Q4: 8,043 shares 8,043 $589K 0.11% +41 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 900 shares 900 $588K 0.11% +552 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,943 shares; 2025Q1: 8,792 shares; 2025Q2: 9,748 shares; 2025Q3: 9,897 shares; 2025Q4: 9,699 shares 9,699 $584K 0.11% -198 Timeline TQQQ 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: restricted; 2024Q4: 12,089 shares; 2025Q1: 23,654 shares; 2025Q2: 9,426 shares; 2025Q3: 6,004 shares; 2025Q4: 11,014 shares 11,014 $581K 0.11% +5,010 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,501 shares; 2025Q4: 5,172 shares 5,172 $578K 0.11% +671 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 1,951 shares; 2025Q4: 1,868 shares 1,868 $568K 0.11% -83 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 5,123 shares; 2025Q4: 5,279 shares 5,279 $565K 0.11% +156 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,255 shares 12,255 $565K 0.11% new 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: restricted; 2024Q4: 3,396 shares; 2025Q1: 3,539 shares; 2025Q2: 6,145 shares; 2025Q3: 5,702 shares; 2025Q4: 4,495 shares 4,495 $563K 0.11% -1,207 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,972 shares; 2025Q1: 18,618 shares; 2025Q2: 16,498 shares; 2025Q3: 16,018 shares; 2025Q4: 15,729 shares 15,729 $542K 0.11% -289 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,253 shares; 2025Q1: 1,375 shares; 2025Q2: 1,380 shares; 2025Q3: 1,798 shares; 2025Q4: 1,543 shares 1,543 $541K 0.11% -255 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: restricted; 2024Q4: 13,621 shares; 2025Q1: 3,819 shares; 2025Q2: 3,650 shares; 2025Q3: 3,986 shares; 2025Q4: 4,055 shares 4,055 $538K 0.1% +69 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 587 shares; 2025Q3: 602 shares; 2025Q4: 604 shares 604 $531K 0.1% +2 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 248 shares; 2025Q4: 246 shares 246 $529K 0.1% -2 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: restricted; 2024Q4: 9,053 shares; 2025Q1: 9,011 shares; 2025Q2: 9,828 shares; 2025Q3: 9,928 shares; 2025Q4: 11,012 shares 11,012 $527K 0.1% +1,084 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,485 shares; 2025Q3: 7,193 shares; 2025Q4: 6,836 shares 6,836 $527K 0.1% -357 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,556 shares; 2025Q4: 9,057 shares 9,057 $525K 0.1% -8,499 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,971 shares; 2025Q1: 3,722 shares; 2025Q2: 7,588 shares; 2025Q3: 3,854 shares; 2025Q4: 12,260 shares 12,260 $523K 0.1% +8,406 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332 shares; 2025Q3: 345 shares; 2025Q4: 430 shares 430 $522K 0.1% +85 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,236 shares; 2025Q3: 8,975 shares; 2025Q4: 10,269 shares 10,269 $522K 0.1% +1,294 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,340 shares; 2025Q3: 5,785 shares; 2025Q4: 5,416 shares 5,416 $521K 0.1% -369 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: restricted; 2024Q4: 2,505 shares; 2025Q1: not reported; 2025Q2: 17,943 shares; 2025Q3: 25,139 shares; 2025Q4: 18,170 shares 18,170 $519K 0.1% -6,969 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,676 shares; 2025Q3: 6,305 shares; 2025Q4: 5,416 shares 5,416 $505K 0.1% -889 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,770 shares; 2025Q1: not reported; 2025Q2: 4,299 shares; 2025Q3: 3,254 shares; 2025Q4: 5,204 shares 5,204 $501K 0.1% +1,950 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: restricted; 2024Q4: 747 shares; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,383 shares; 2025Q4: 1,630 shares 1,630 $498K 0.1% +247 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,113 shares; 2025Q3: 7,893 shares; 2025Q4: 11,057 shares 11,057 $497K 0.1% +3,164 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,768 shares 19,768 $495K 0.1% 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: restricted; 2024Q4: not reported; 2025Q1: 18,840 shares; 2025Q2: 18,840 shares; 2025Q3: 18,840 shares; 2025Q4: 18,840 shares 18,840 $494K 0.1% 0 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: restricted; 2024Q4: 8,596 shares; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 2,811 shares; 2025Q4: 4,334 shares 4,334 $493K 0.1% +1,523 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,879 shares; 2025Q4: 1,749 shares 1,749 $481K 0.09% -130 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,603 shares; 2025Q3: 5,455 shares; 2025Q4: 5,427 shares 5,427 $478K 0.09% -28 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: restricted; 2024Q4: 546 shares; 2025Q1: 618 shares; 2025Q2: 1,058 shares; 2025Q3: 1,128 shares; 2025Q4: 913 shares 913 $477K 0.09% -215 Timeline IDEV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,430 shares; 2025Q3: 5,088 shares; 2025Q4: 5,760 shares 5,760 $475K 0.09% +672 Timeline JFLX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,447 shares 9,447 $474K 0.09% 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: restricted; 2024Q4: 1,150 shares; 2025Q1: not reported; 2025Q2: 2,745 shares; 2025Q3: 2,912 shares; 2025Q4: 2,881 shares 2,881 $464K 0.09% -31 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,237 shares; 2025Q3: 7,237 shares; 2025Q4: 7,263 shares 7,263 $463K 0.09% +26 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,228 shares; 2025Q3: 4,161 shares; 2025Q4: 4,200 shares 4,200 $460K 0.09% +39 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,673 shares; 2025Q1: 5,936 shares; 2025Q2: 6,430 shares; 2025Q3: 929 shares; 2025Q4: 1,031 shares 1,031 $460K 0.09% +102 MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 3,251 shares; 2025Q4: 3,239 shares 3,239 $457K 0.09% -12 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 787 shares; 2025Q4: 803 shares 803 $455K 0.09% +16 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,540 shares; 2025Q3: 3,139 shares; 2025Q4: 3,124 shares 3,124 $449K 0.09% -15 Timeline EZU 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,004 shares 7,004 $449K 0.09% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,223 shares; 2025Q2: not reported; 2025Q3: 2,363 shares; 2025Q4: 2,735 shares 2,735 $442K 0.09% +372 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,106 shares; 2025Q3: 6,744 shares; 2025Q4: 7,590 shares 7,590 $438K 0.09% +846 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 957 shares; 2025Q3: 1,220 shares; 2025Q4: 1,424 shares 1,424 $436K 0.08% +204 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 668 shares; 2025Q4: 791 shares 791 $436K 0.08% +123 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,351 shares 4,351 $434K 0.08% 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: restricted; 2024Q4: 264 shares; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,407 shares; 2025Q4: 1,534 shares 1,534 $406K 0.08% +127 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: restricted; 2024Q4: 964 shares; 2025Q1: 989 shares; 2025Q2: 1,527 shares; 2025Q3: 1,247 shares; 2025Q4: 1,044 shares 1,044 $406K 0.08% -203 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: restricted; 2024Q4: 9,433 shares; 2025Q1: 9,183 shares; 2025Q2: 9,281 shares; 2025Q3: 5,349 shares; 2025Q4: 5,351 shares 5,351 $406K 0.08% +2 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: restricted; 2024Q4: 13,816 shares; 2025Q1: 14,145 shares; 2025Q2: 13,502 shares; 2025Q3: 12,781 shares; 2025Q4: 13,108 shares 13,108 $406K 0.08% +327 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,340 shares; 2025Q4: 4,296 shares 4,296 $405K 0.08% -44 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: restricted; 2024Q4: 422 shares; 2025Q1: not reported; 2025Q2: 2,436 shares; 2025Q3: 3,051 shares; 2025Q4: 2,793 shares 2,793 $401K 0.08% -258 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,314 shares; 2025Q3: 9,694 shares; 2025Q4: 8,689 shares 8,689 $399K 0.08% -1,005 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: restricted; 2024Q4: 1,337 shares; 2025Q1: not reported; 2025Q2: 4,047 shares; 2025Q3: 4,256 shares; 2025Q4: 4,223 shares 4,223 $398K 0.08% -33 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 2,393 shares; 2025Q4: 2,100 shares 2,100 $395K 0.08% -293 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,285 shares 4,285 $394K 0.08% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,196 shares; 2025Q3: 4,013 shares; 2025Q4: 4,668 shares 4,668 $391K 0.08% +655 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,717 shares; 2025Q4: 4,464 shares 4,464 $389K 0.08% -253 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,964 shares; 2025Q4: 46,171 shares 46,171 $385K 0.08% +207 ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,459 shares; 2025Q2: 21,791 shares; 2025Q3: 20,598 shares; 2025Q4: 12,675 shares 12,675 $383K 0.07% -7,923 Timeline LGOV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,455 shares 17,455 $381K 0.07% new Timeline QLD 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: restricted; 2024Q4: 8,243 shares; 2025Q1: 15,175 shares; 2025Q2: 3,210 shares; 2025Q3: 2,938 shares; 2025Q4: 5,396 shares 5,396 $380K 0.07% +2,458 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,376 shares; 2025Q1: 5,729 shares; 2025Q2: 5,647 shares; 2025Q3: 5,724 shares; 2025Q4: 5,820 shares 5,820 $378K 0.07% +96 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,956 shares; 2025Q3: 7,470 shares; 2025Q4: 8,032 shares 8,032 $378K 0.07% +562 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 4,165 shares; 2025Q4: 4,268 shares 4,268 $378K 0.07% +103 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,582 shares; 2025Q1: 18,393 shares; 2025Q2: 17,889 shares; 2025Q3: 17,351 shares; 2025Q4: 16,847 shares 16,847 $377K 0.07% -504 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,843 shares; 2025Q4: 4,075 shares 4,075 $377K 0.07% +1,232 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,943 shares; 2025Q4: 12,567 shares 12,567 $374K 0.07% +3,624 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: restricted; 2024Q4: 2,832 shares; 2025Q1: not reported; 2025Q2: 10,112 shares; 2025Q3: 4,575 shares; 2025Q4: 4,817 shares 4,817 $374K 0.07% +242 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,045 shares; 2025Q1: 3,146 shares; 2025Q2: 3,781 shares; 2025Q3: 2,038 shares; 2025Q4: 1,837 shares 1,837 $373K 0.07% -201 Timeline MDYV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,080 shares; 2025Q4: 4,400 shares 4,400 $372K 0.07% +1,320 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares 791 $371K 0.07% new 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: restricted; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 3,756 shares; 2025Q3: 3,691 shares; 2025Q4: 4,017 shares 4,017 $371K 0.07% +326 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,658 shares 9,658 $370K 0.07% new Timeline HYD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,870 shares; 2025Q3: 7,139 shares; 2025Q4: 7,227 shares 7,227 $369K 0.07% +88 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,432 shares; 2025Q4: 1,196 shares 1,196 $368K 0.07% -236 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 571 shares; 2025Q4: 394 shares 394 $368K 0.07% -177 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: not reported; 2025Q4: 802 shares 802 $364K 0.07% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: 2,940 shares; 2025Q4: 2,523 shares 2,523 $362K 0.07% -417 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,083 shares; 2025Q3: 10,206 shares; 2025Q4: 14,443 shares 14,443 $360K 0.07% +4,237 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,658 shares; 2025Q2: 1,734 shares; 2025Q3: 1,693 shares; 2025Q4: 1,737 shares 1,737 $359K 0.07% +44 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,787 shares; 2025Q3: 1,715 shares; 2025Q4: 1,910 shares 1,910 $354K 0.07% +195 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: restricted; 2024Q4: 2,189 shares; 2025Q1: 31,514 shares; 2025Q2: 7,812 shares; 2025Q3: 7,204 shares; 2025Q4: 7,003 shares 7,003 $354K 0.07% -201 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,110 shares; 2025Q3: 3,277 shares; 2025Q4: 4,683 shares 4,683 $353K 0.07% +1,406 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,069 shares; 2025Q4: 15,672 shares 15,672 $351K 0.07% +3,603 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,318 shares; 2025Q1: 17,463 shares; 2025Q2: 22,901 shares; 2025Q3: 23,239 shares; 2025Q4: 27,841 shares 27,841 $350K 0.07% +4,602 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: restricted; 2024Q4: 852 shares; 2025Q1: not reported; 2025Q2: 3,184 shares; 2025Q3: 3,066 shares; 2025Q4: 2,545 shares 2,545 $344K 0.07% -521 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: 442 shares; 2025Q4: 386 shares 386 $339K 0.07% -56 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,782 shares; 2025Q1: 16,886 shares; 2025Q2: 23,106 shares; 2025Q3: 25,514 shares; 2025Q4: 32,058 shares 32,058 $335K 0.07% +6,544 XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,082 shares; 2025Q3: 43,103 shares; 2025Q4: 66,389 shares 66,389 $333K 0.06% +23,286 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,584 shares; 2025Q1: not reported; 2025Q2: 3,672 shares; 2025Q3: 3,420 shares; 2025Q4: 3,474 shares 3,474 $333K 0.06% +54 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,176 shares; 2025Q2: 11,274 shares; 2025Q3: 9,944 shares; 2025Q4: 7,498 shares 7,498 $333K 0.06% -2,446 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,317 shares; 2025Q2: 7,317 shares; 2025Q3: 6,767 shares; 2025Q4: 6,601 shares 6,601 $332K 0.06% -166 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,221 shares; 2025Q4: 8,381 shares 8,381 $332K 0.06% +1,160 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,491 shares; 2025Q1: 9,563 shares; 2025Q2: 10,342 shares; 2025Q3: 10,329 shares; 2025Q4: 10,139 shares 10,139 $331K 0.06% -190 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: restricted; 2024Q4: 58,171 shares; 2025Q1: 59,473 shares; 2025Q2: 67,574 shares; 2025Q3: 68,597 shares; 2025Q4: 54,658 shares 54,658 $330K 0.06% -13,939 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,294 shares; 2025Q4: 7,817 shares 7,817 $327K 0.06% +1,523 Timeline CLOB 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: restricted; 2024Q4: 6,399 shares; 2025Q1: 8,919 shares; 2025Q2: 13,054 shares; 2025Q3: 10,894 shares; 2025Q4: 6,429 shares 6,429 $326K 0.06% -4,465 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,738 shares; 2025Q4: 7,423 shares 7,423 $325K 0.06% +1,685 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,575 shares; 2025Q4: 1,549 shares 1,549 $324K 0.06% -26 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: restricted; 2024Q4: 1,763 shares; 2025Q1: not reported; 2025Q2: 7,465 shares; 2025Q3: 7,756 shares; 2025Q4: 7,842 shares 7,842 $324K 0.06% +86 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 841 shares; 2025Q3: 1,032 shares; 2025Q4: 1,159 shares 1,159 $323K 0.06% +127 Timeline SLYG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,294 shares; 2025Q3: 2,439 shares; 2025Q4: 3,414 shares 3,414 $322K 0.06% +975 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 1,147 shares; 2025Q4: 1,250 shares 1,250 $321K 0.06% +103 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: restricted; 2024Q4: 418 shares; 2025Q1: 413 shares; 2025Q2: 1,552 shares; 2025Q3: 415 shares; 2025Q4: 2,086 shares 2,086 $320K 0.06% +1,671 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: restricted; 2024Q4: 5,638 shares; 2025Q1: 5,518 shares; 2025Q2: 5,448 shares; 2025Q3: 5,271 shares; 2025Q4: 5,124 shares 5,124 $319K 0.06% -147 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: restricted; 2024Q4: 2,778 shares; 2025Q1: not reported; 2025Q2: 10,761 shares; 2025Q3: 10,632 shares; 2025Q4: 9,393 shares 9,393 $318K 0.06% -1,239 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,993 shares; 2025Q1: 12,132 shares; 2025Q2: 17,836 shares; 2025Q3: 22,079 shares; 2025Q4: 26,743 shares 26,743 $311K 0.06% +4,664 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 507 shares; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,128 shares; 2025Q4: 1,221 shares 1,221 $310K 0.06% +93 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 519 shares; 2025Q4: 467 shares 467 $309K 0.06% -52 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: 2,809 shares; 2025Q4: 1,998 shares 1,998 $309K 0.06% -811 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,106 shares; 2025Q3: 4,899 shares; 2025Q4: 5,284 shares 5,284 $309K 0.06% +385 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 2,667 shares 2,667 $308K 0.06% +874 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,924 shares; 2025Q3: 2,858 shares; 2025Q4: 2,805 shares 2,805 $307K 0.06% -53 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,723 shares; 2025Q3: 11,104 shares; 2025Q4: 13,206 shares 13,206 $304K 0.06% +2,102 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: restricted; 2024Q4: 2,718 shares; 2025Q1: not reported; 2025Q2: 11,668 shares; 2025Q3: 11,888 shares; 2025Q4: 11,899 shares 11,899 $303K 0.06% +11 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,972 shares; 2025Q1: not reported; 2025Q2: 3,841 shares; 2025Q3: 4,172 shares; 2025Q4: 3,773 shares 3,773 $303K 0.06% -399 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,493 shares; 2025Q3: 1,613 shares; 2025Q4: 1,621 shares 1,621 $297K 0.06% +8 Timeline CWB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,409 shares; 2025Q4: 3,332 shares 3,332 $297K 0.06% -77 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: restricted; 2024Q4: not reported; 2025Q1: 2,172 shares; 2025Q2: 4,488 shares; 2025Q3: 1,493 shares; 2025Q4: 1,667 shares 1,667 $296K 0.06% +174 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,011 shares; 2025Q3: 1,924 shares; 2025Q4: 1,816 shares 1,816 $293K 0.06% -108 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,265 shares; 2025Q3: 2,412 shares; 2025Q4: 2,492 shares 2,492 $292K 0.06% +80 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,838 shares; 2025Q3: 10,091 shares; 2025Q4: 10,754 shares 10,754 $291K 0.06% +663 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,340 shares 1,340 $291K 0.06% +194 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: restricted; 2024Q4: 4,545 shares; 2025Q1: 4,529 shares; 2025Q2: 4,489 shares; 2025Q3: 5,194 shares; 2025Q4: 5,071 shares 5,071 $290K 0.06% -123 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,700 shares; 2025Q1: 16,831 shares; 2025Q2: 21,993 shares; 2025Q3: 22,148 shares; 2025Q4: 22,713 shares 22,713 $288K 0.06% +565 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: restricted; 2024Q4: 1,183 shares; 2025Q1: 1,400 shares; 2025Q2: 1,597 shares; 2025Q3: 1,598 shares; 2025Q4: 1,619 shares 1,619 $284K 0.06% +21 Timeline JMUB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,608 shares 5,608 $283K 0.06% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 302 shares; 2025Q4: 264 shares 264 $282K 0.06% -38 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 1,116 shares 1,116 $279K 0.05% +86 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,953 shares; 2025Q1: 15,087 shares; 2025Q2: 15,087 shares; 2025Q3: 15,087 shares; 2025Q4: 11,633 shares 11,633 $275K 0.05% -3,454 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,834 shares; 2025Q3: 1,907 shares; 2025Q4: 1,991 shares 1,991 $274K 0.05% +84 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: restricted; 2024Q4: 4,068 shares; 2025Q1: 3,923 shares; 2025Q2: 4,085 shares; 2025Q3: 4,287 shares; 2025Q4: 4,637 shares 4,637 $270K 0.05% +350 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 667 shares 667 $268K 0.05% +103 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,990 shares; 2025Q1: 5,012 shares; 2025Q2: 4,823 shares; 2025Q3: 4,642 shares; 2025Q4: 4,640 shares 4,640 $267K 0.05% -2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,326 shares; 2025Q3: 3,122 shares; 2025Q4: 3,375 shares 3,375 $266K 0.05% +253 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,026 shares; 2025Q3: 4,437 shares; 2025Q4: 4,338 shares 4,338 $264K 0.05% -99 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,347 shares 9,347 $263K 0.05% new 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: restricted; 2024Q4: 4,783 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,093 shares; 2025Q4: 4,458 shares 4,458 $262K 0.05% +365 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: restricted; 2024Q4: 742 shares; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 867 shares; 2025Q4: 897 shares 897 $260K 0.05% +30 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,402 shares; 2025Q4: 2,824 shares 2,824 $259K 0.05% +422 Timeline BBCA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,165 shares; 2025Q3: 2,936 shares; 2025Q4: 2,786 shares 2,786 $259K 0.05% -150 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 303 shares; 2025Q4: 241 shares 241 $258K 0.05% -62 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: restricted; 2024Q4: 4,550 shares; 2025Q1: 4,626 shares; 2025Q2: 4,600 shares; 2025Q3: 4,087 shares; 2025Q4: 4,126 shares 4,126 $258K 0.05% +39 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,966 shares 17,966 $257K 0.05% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 654 shares; 2025Q3: 813 shares; 2025Q4: 603 shares 603 $257K 0.05% -210 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 1,052 shares 1,052 $255K 0.05% +88 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares 3,142 $254K 0.05% new 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: restricted; 2024Q4: 4,030 shares; 2025Q1: 903 shares; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 495 shares 495 $253K 0.05% -47 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 4,834 shares; 2025Q2: 4,976 shares; 2025Q3: 4,986 shares; 2025Q4: 4,980 shares 4,980 $251K 0.05% -6 Timeline FTGC 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: restricted; 2024Q4: 7,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,722 shares 10,722 $249K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: 1,267 shares; 2025Q4: 889 shares 889 $248K 0.05% -378 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,849 shares; 2025Q3: 2,842 shares; 2025Q4: 2,765 shares 2,765 $244K 0.05% -77 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,201 shares; 2025Q4: 2,709 shares 2,709 $244K 0.05% +508 Timeline JHMM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,722 shares; 2025Q3: 3,722 shares; 2025Q4: 3,722 shares 3,722 $244K 0.05% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 2,695 shares; 2025Q4: 2,210 shares 2,210 $244K 0.05% -485 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 794 shares; 2025Q3: 764 shares; 2025Q4: 688 shares 688 $243K 0.05% -76 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 567 shares; 2025Q2: 781 shares; 2025Q3: 730 shares; 2025Q4: 689 shares 689 $242K 0.05% -41 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,493 shares; 2025Q3: 3,714 shares; 2025Q4: 3,463 shares 3,463 $240K 0.05% -251 Timeline CLIP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,398 shares 2,398 $240K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 425 shares 425 $239K 0.05% -25 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,986 shares; 2025Q3: 1,994 shares; 2025Q4: 2,113 shares 2,113 $239K 0.05% +119 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 619 shares; 2025Q4: 507 shares 507 $237K 0.05% -112 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,321 shares 1,321 $236K 0.05% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: 2,379 shares; 2025Q3: 2,463 shares; 2025Q4: 1,871 shares 1,871 $235K 0.05% -592 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,434 shares 1,434 $235K 0.05% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,793 shares; 2025Q3: 4,771 shares; 2025Q4: 4,635 shares 4,635 $234K 0.05% -136 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,540 shares; 2025Q3: 4,608 shares; 2025Q4: 4,374 shares 4,374 $233K 0.05% -234 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,133 shares; 2025Q4: 9,116 shares 9,116 $233K 0.05% +1,983 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 456 shares; 2025Q4: 403 shares 403 $230K 0.04% -53 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,617 shares 9,617 $229K 0.04% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,025 shares 1,025 $228K 0.04% new Timeline XXV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,907 shares 8,907 $227K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,921 shares; 2025Q4: 4,858 shares 4,858 $226K 0.04% -63 Timeline IGIB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,827 shares; 2025Q4: 4,193 shares 4,193 $226K 0.04% +366 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 335 shares 335 $226K 0.04% +23 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,828 shares; 2025Q4: 4,512 shares 4,512 $226K 0.04% +684 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares 973 $225K 0.04% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,245 shares; 2025Q3: 2,498 shares; 2025Q4: 2,128 shares 2,128 $224K 0.04% -370 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: restricted; 2024Q4: 1,231 shares; 2025Q1: 1,161 shares; 2025Q2: 1,235 shares; 2025Q3: 1,113 shares; 2025Q4: 853 shares 853 $221K 0.04% -260 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares 774 $220K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,174 shares; 2025Q3: 9,428 shares; 2025Q4: 4,016 shares 4,016 $220K 0.04% -5,412 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,351 shares; 2025Q1: 22,999 shares; 2025Q2: 21,064 shares; 2025Q3: 14,364 shares; 2025Q4: 4,793 shares 4,793 $220K 0.04% -9,571 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,449 shares; 2025Q3: not reported; 2025Q4: 2,720 shares 2,720 $218K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 1,662 shares 1,662 $218K 0.04% -35 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,755 shares 5,755 $212K 0.04% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,996 shares 4,996 $212K 0.04% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,138 shares; 2025Q1: 1,284 shares; 2025Q2: 1,142 shares; 2025Q3: not reported; 2025Q4: 1,554 shares 1,554 $212K 0.04% new Timeline JQUA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,337 shares 3,337 $211K 0.04% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 1,794 shares 1,794 $210K 0.04% +68 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: 1,203 shares 1,203 $210K 0.04% +217 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,828 shares; 2025Q3: 1,800 shares; 2025Q4: 1,896 shares 1,896 $209K 0.04% +96 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares; 2025Q4: 1,747 shares 1,747 $209K 0.04% +273 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares 1,180 $208K 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,179 shares 2,179 $208K 0.04% -91 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,492 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,392 shares; 2025Q4: 2,411 shares 2,411 $203K 0.04% +19 Timeline EWC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,754 shares 3,754 $202K 0.04% new Timeline SLYV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares 2,211 $201K 0.04% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,952 shares; 2025Q1: 22,134 shares; 2025Q2: 19,598 shares; 2025Q3: 19,207 shares; 2025Q4: 18,918 shares 18,918 $174K 0.03% -289 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,480 shares 25,480 $161K 0.03% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,237 shares; 2025Q1: 10,292 shares; 2025Q2: 11,278 shares; 2025Q3: 12,385 shares; 2025Q4: 12,537 shares 12,537 $151K 0.03% +152 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $75.3K 0.01% 0 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 21,059 shares; 2025Q4: 21,120 shares 21,120 $70.5K 0.01% +61 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,057 shares; 2025Q1: 29,462 shares; 2025Q2: 28,057 shares; 2025Q3: 28,057 shares; 2025Q4: 28,057 shares 28,057 $56.1K 0.01% 0 Timeline STRIVE INC STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,750 shares 51,750 $38.2K 0.01% new ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,454 shares 14,454 $35.7K 0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares 14,000 $10.6K <0.01% new Timeline