IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,934 shares; 2025Q1: 52,849 shares; 2025Q2: 50,929 shares; 2025Q3: 49,486 shares; 2025Q4: 45,607 shares 45,607 $31.2M 8.39% -3,879 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 193,673 shares; 2025Q1: 198,467 shares; 2025Q2: 282,838 shares; 2025Q3: 346,377 shares; 2025Q4: 357,272 shares 357,272 $16.3M 4.37% +10,895 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,732 shares; 2025Q1: 48,320 shares; 2025Q2: 271,166 shares; 2025Q3: 305,548 shares; 2025Q4: 310,795 shares 310,795 $14.7M 3.95% +5,247 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: not loaded; 2024Q4: 76,789 shares; 2025Q1: 88,847 shares; 2025Q2: 202,381 shares; 2025Q3: 220,193 shares; 2025Q4: 220,770 shares 220,770 $13.4M 3.61% +577 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,895 shares; 2025Q1: 31,161 shares; 2025Q2: 37,562 shares; 2025Q3: 44,566 shares; 2025Q4: 45,587 shares 45,587 $12.4M 3.33% +1,021 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,065 shares; 2025Q1: 16,075 shares; 2025Q2: 20,988 shares; 2025Q3: 21,481 shares; 2025Q4: 18,525 shares 18,525 $11.6M 3.12% -2,956 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,124 shares; 2025Q1: 19,166 shares; 2025Q2: 20,047 shares; 2025Q3: 20,235 shares; 2025Q4: 19,970 shares 19,970 $10M 2.7% -265 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,512 shares; 2025Q1: 88,564 shares; 2025Q2: 93,082 shares; 2025Q3: 91,533 shares; 2025Q4: 90,771 shares 90,771 $8.55M 2.3% -762 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,529 shares; 2025Q1: 11,555 shares; 2025Q2: 11,805 shares; 2025Q3: 16,889 shares; 2025Q4: 14,859 shares 14,859 $7.19M 1.93% -2,030 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,863 shares; 2025Q1: 4,894 shares; 2025Q2: 6,184 shares; 2025Q3: 20,332 shares; 2025Q4: 20,504 shares 20,504 $7.03M 1.89% +172 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,144 shares; 2025Q4: 162,840 shares 162,840 $6.98M 1.88% +17,696 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,588 shares; 2025Q1: 18,808 shares; 2025Q2: 29,531 shares; 2025Q3: 36,066 shares; 2025Q4: 35,998 shares 35,998 $6.71M 1.8% -68 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,837 shares; 2025Q1: 7,996 shares; 2025Q2: 8,012 shares; 2025Q3: 18,560 shares; 2025Q4: 19,172 shares 19,172 $6M 1.61% +612 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: not loaded; 2024Q4: 87,146 shares; 2025Q1: 89,716 shares; 2025Q2: 90,636 shares; 2025Q3: 117,813 shares; 2025Q4: 85,520 shares 85,520 $5.4M 1.45% -32,293 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: not loaded; 2024Q4: 12,840 shares; 2025Q1: 17,153 shares; 2025Q2: 70,140 shares; 2025Q3: 71,404 shares; 2025Q4: 70,353 shares 70,353 $5.27M 1.42% -1,051 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,896 shares; 2025Q1: 3,926 shares; 2025Q2: 3,967 shares; 2025Q3: 16,099 shares; 2025Q4: 16,691 shares 16,691 $5.24M 1.41% +592 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,983 shares; 2025Q1: 10,251 shares; 2025Q2: 10,491 shares; 2025Q3: 10,146 shares; 2025Q4: 10,089 shares 10,089 $4.92M 1.32% -57 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,341 shares; 2025Q1: 44,549 shares; 2025Q2: 55,754 shares; 2025Q3: 59,154 shares; 2025Q4: 58,830 shares 58,830 $4.78M 1.28% -324 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,706 shares; 2025Q1: 30,415 shares; 2025Q2: 127,672 shares; 2025Q3: 144,105 shares; 2025Q4: 146,074 shares 146,074 $4.76M 1.28% +1,969 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,635 shares; 2025Q1: 16,786 shares; 2025Q2: 18,015 shares; 2025Q3: 18,266 shares; 2025Q4: 17,775 shares 17,775 $4.58M 1.23% -491 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,841 shares; 2025Q1: 5,915 shares; 2025Q2: 6,412 shares; 2025Q3: 7,269 shares; 2025Q4: 6,630 shares 6,630 $4.52M 1.21% -639 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,759 shares; 2025Q1: 65,512 shares; 2025Q2: 67,119 shares; 2025Q3: 68,401 shares; 2025Q4: 65,942 shares 65,942 $4.12M 1.11% -2,459 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,855 shares; 2025Q1: 69,855 shares; 2025Q2: 67,525 shares; 2025Q3: 68,492 shares; 2025Q4: 52,704 shares 52,704 $3.98M 1.07% -15,788 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,660 shares; 2025Q1: 9,774 shares; 2025Q2: 11,901 shares; 2025Q3: 16,179 shares; 2025Q4: 17,031 shares 17,031 $3.93M 1.06% +852 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,380 shares; 2025Q1: 12,369 shares; 2025Q2: 14,092 shares; 2025Q3: 14,208 shares; 2025Q4: 18,032 shares 18,032 $3.82M 1.03% +3,824 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,924 shares; 2025Q1: 23,694 shares; 2025Q2: 25,007 shares; 2025Q3: 25,179 shares; 2025Q4: 25,485 shares 25,485 $3.79M 1.02% +306 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,345 shares; 2025Q1: 35,403 shares; 2025Q2: 32,892 shares; 2025Q3: 30,311 shares; 2025Q4: 29,382 shares 29,382 $3.62M 0.97% -929 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,618 shares; 2025Q1: 16,618 shares; 2025Q2: 16,658 shares; 2025Q3: 16,302 shares; 2025Q4: 16,422 shares 16,422 $3.61M 0.97% +120 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: not loaded; 2024Q4: 27,206 shares; 2025Q1: 27,932 shares; 2025Q2: 40,609 shares; 2025Q3: 44,702 shares; 2025Q4: 50,808 shares 50,808 $3.42M 0.92% +6,106 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,680 shares; 2025Q1: 12,712 shares; 2025Q2: 14,392 shares; 2025Q3: 131,319 shares; 2025Q4: 131,041 shares 131,041 $3.26M 0.88% -278 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: not loaded; 2024Q4: 48,310 shares; 2025Q1: 48,363 shares; 2025Q2: 60,705 shares; 2025Q3: 51,000 shares; 2025Q4: 44,727 shares 44,727 $3.19M 0.86% -6,273 Timeline ULST 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,009 shares; 2025Q4: 78,829 shares 78,829 $3.19M 0.86% +2,820 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,750 shares; 2025Q1: 36,718 shares; 2025Q2: 35,746 shares; 2025Q3: 35,448 shares; 2025Q4: 34,802 shares 34,802 $3M 0.81% -646 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,724 shares; 2025Q1: 21,665 shares; 2025Q2: 74,494 shares; 2025Q3: 84,956 shares; 2025Q4: 85,705 shares 85,705 $2.94M 0.79% +749 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,965 shares; 2025Q1: 20,057 shares; 2025Q2: 21,279 shares; 2025Q3: 23,038 shares; 2025Q4: 22,585 shares 22,585 $2.71M 0.73% -453 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,113 shares; 2025Q1: 16,621 shares; 2025Q2: 74,586 shares; 2025Q3: 82,224 shares; 2025Q4: 85,085 shares 85,085 $2.68M 0.72% +2,861 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,662 shares; 2025Q1: 19,701 shares; 2025Q2: 18,384 shares; 2025Q3: 13,263 shares; 2025Q4: 12,158 shares 12,158 $2.43M 0.65% -1,105 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,059 shares; 2025Q1: 11,995 shares; 2025Q2: 12,326 shares; 2025Q3: 12,326 shares; 2025Q4: 12,137 shares 12,137 $2.23M 0.6% -189 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,826 shares; 2025Q4: 58,107 shares 58,107 $2.18M 0.59% +2,281 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,297 shares; 2025Q1: 2,305 shares; 2025Q2: 2,291 shares; 2025Q3: 3,112 shares; 2025Q4: 3,087 shares 3,087 $2.04M 0.55% -25 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,557 shares; 2025Q1: 20,354 shares; 2025Q2: 20,802 shares; 2025Q3: 17,142 shares; 2025Q4: 10,230 shares 10,230 $2.03M 0.55% -6,912 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,158 shares; 2025Q1: 19,167 shares; 2025Q2: 20,001 shares; 2025Q3: 20,634 shares; 2025Q4: 19,414 shares 19,414 $1.94M 0.52% -1,220 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,522 shares; 2025Q1: 28,501 shares; 2025Q2: 28,681 shares; 2025Q3: 28,354 shares; 2025Q4: 28,272 shares 28,272 $1.82M 0.49% -82 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: not loaded; 2024Q4: 19,581 shares; 2025Q1: 19,582 shares; 2025Q2: 18,520 shares; 2025Q3: 18,252 shares; 2025Q4: 17,580 shares 17,580 $1.8M 0.48% -672 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,665 shares; 2025Q1: 3,653 shares; 2025Q2: 11,575 shares; 2025Q3: 14,914 shares; 2025Q4: 14,903 shares 14,903 $1.79M 0.48% -11 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,645 shares; 2025Q1: 14,609 shares; 2025Q2: 16,524 shares; 2025Q3: 20,907 shares; 2025Q4: 21,027 shares 21,027 $1.76M 0.47% +120 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,431 shares; 2025Q1: 1,425 shares; 2025Q2: 1,454 shares; 2025Q3: 2,551 shares; 2025Q4: 2,846 shares 2,846 $1.75M 0.47% +295 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 8,280 shares; 2025Q3: 7,843 shares; 2025Q4: 7,712 shares 7,712 $1.73M 0.47% -131 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,783 shares; 2025Q3: 30,235 shares; 2025Q4: 32,242 shares 32,242 $1.61M 0.43% +2,007 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,542 shares; 2025Q4: 7,496 shares 7,496 $1.61M 0.43% -46 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,267 shares; 2025Q1: 67,267 shares; 2025Q2: 66,017 shares; 2025Q3: 66,162 shares; 2025Q4: 61,197 shares 61,197 $1.56M 0.42% -4,965 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,700 shares; 2025Q1: 1,725 shares; 2025Q2: 3,835 shares; 2025Q3: 4,985 shares; 2025Q4: 4,998 shares 4,998 $1.48M 0.4% +13 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,897 shares; 2025Q1: 38,876 shares; 2025Q2: 43,287 shares; 2025Q3: 28,528 shares; 2025Q4: 31,330 shares 31,330 $1.46M 0.39% +2,802 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,970 shares; 2025Q1: 13,341 shares; 2025Q2: 16,429 shares; 2025Q3: 17,443 shares; 2025Q4: 18,225 shares 18,225 $1.45M 0.39% +782 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,223 shares; 2025Q1: 4,223 shares; 2025Q2: 3,789 shares; 2025Q3: 3,935 shares; 2025Q4: 5,683 shares 5,683 $1.42M 0.38% +1,748 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 7,991 shares; 2025Q3: 7,752 shares; 2025Q4: 7,838 shares 7,838 $1.39M 0.37% +86 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,869 shares; 2025Q1: 21,954 shares; 2025Q2: 22,845 shares; 2025Q3: 24,072 shares; 2025Q4: 27,005 shares 27,005 $1.34M 0.36% +2,933 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,927 shares; 2025Q1: 27,638 shares; 2025Q2: 27,959 shares; 2025Q3: 29,501 shares; 2025Q4: 28,833 shares 28,833 $1.33M 0.36% -668 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,363 shares; 2025Q1: 3,477 shares; 2025Q2: 3,583 shares; 2025Q3: 4,157 shares; 2025Q4: 4,105 shares 4,105 $1.32M 0.36% -52 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,173 shares; 2025Q1: 19,173 shares; 2025Q2: 18,970 shares; 2025Q3: 18,650 shares; 2025Q4: 17,577 shares 17,577 $1.3M 0.35% -1,073 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,024 shares; 2025Q1: 2,384 shares; 2025Q2: 3,062 shares; 2025Q3: 2,972 shares; 2025Q4: 3,255 shares 3,255 $1.29M 0.35% +283 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,736 shares; 2025Q1: 62,736 shares; 2025Q2: 61,498 shares; 2025Q3: 56,749 shares; 2025Q4: 56,289 shares 56,289 $1.26M 0.34% -460 Timeline THRO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,776 shares; 2025Q3: 31,650 shares; 2025Q4: 30,989 shares 30,989 $1.19M 0.32% -661 Timeline BAI 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,277 shares; 2025Q3: 35,136 shares; 2025Q4: 35,496 shares 35,496 $1.18M 0.32% +360 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: not loaded; 2024Q4: 9,417 shares; 2025Q1: 10,649 shares; 2025Q2: 11,997 shares; 2025Q3: 12,149 shares; 2025Q4: 12,149 shares 12,149 $1.17M 0.31% 0 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: not loaded; 2024Q4: 12,261 shares; 2025Q1: 12,348 shares; 2025Q2: 11,281 shares; 2025Q3: 12,064 shares; 2025Q4: 12,255 shares 12,255 $1.09M 0.29% +191 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,984 shares; 2025Q1: 3,224 shares; 2025Q2: 3,452 shares; 2025Q3: 3,596 shares; 2025Q4: 3,729 shares 3,729 $1.08M 0.29% +133 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,808 shares; 2025Q4: 28,417 shares 28,417 $1.06M 0.29% +8,609 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: not loaded; 2024Q4: 5,697 shares; 2025Q1: 5,580 shares; 2025Q2: 5,578 shares; 2025Q3: 5,651 shares; 2025Q4: 5,498 shares 5,498 $1.05M 0.28% -153 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: not loaded; 2024Q4: 11,730 shares; 2025Q1: 13,532 shares; 2025Q2: 14,615 shares; 2025Q3: 14,092 shares; 2025Q4: 15,905 shares 15,905 $1.05M 0.28% +1,813 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,849 shares; 2025Q1: 2,849 shares; 2025Q2: 2,949 shares; 2025Q3: 4,910 shares; 2025Q4: 4,972 shares 4,972 $1.03M 0.28% +62 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,985 shares; 2025Q1: 2,996 shares; 2025Q2: 2,984 shares; 2025Q3: 2,049 shares; 2025Q4: 3,231 shares 3,231 $988K 0.27% +1,182 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,771 shares; 2025Q1: 6,835 shares; 2025Q2: 7,531 shares; 2025Q3: 9,437 shares; 2025Q4: 9,274 shares 9,274 $976K 0.26% -163 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,855 shares; 2025Q1: 3,744 shares; 2025Q2: 4,246 shares; 2025Q3: 4,081 shares; 2025Q4: 3,943 shares 3,943 $971K 0.26% -138 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,059 shares; 2025Q1: 1,082 shares; 2025Q2: 1,469 shares; 2025Q3: 1,630 shares; 2025Q4: 2,154 shares 2,154 $969K 0.26% +524 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,345 shares; 2025Q1: 5,438 shares; 2025Q2: 10,235 shares; 2025Q3: 10,544 shares; 2025Q4: 9,597 shares 9,597 $959K 0.26% -947 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,965 shares; 2025Q1: 1,985 shares; 2025Q2: 2,237 shares; 2025Q3: 2,688 shares; 2025Q4: 2,703 shares 2,703 $930K 0.25% +15 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,009 shares; 2025Q3: 6,205 shares; 2025Q4: 4,012 shares 4,012 $915K 0.25% -2,193 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,656 shares; 2025Q1: 23,523 shares; 2025Q2: 25,156 shares; 2025Q3: 25,748 shares; 2025Q4: 26,292 shares 26,292 $911K 0.24% +544 Timeline TBUX 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,877 shares; 2025Q3: 20,865 shares; 2025Q4: 17,619 shares 17,619 $878K 0.24% -3,246 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,879 shares; 2025Q1: 1,870 shares; 2025Q2: 1,891 shares; 2025Q3: 2,980 shares; 2025Q4: 2,880 shares 2,880 $875K 0.24% -100 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,529 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,532 shares; 2025Q4: 3,586 shares 3,586 $865K 0.23% +54 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: not loaded; 2024Q4: not reported; 2025Q1: 3,317 shares; 2025Q2: not reported; 2025Q3: 4,878 shares; 2025Q4: 16,021 shares 16,021 $864K 0.23% +11,143 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,038 shares; 2025Q1: 20,820 shares; 2025Q2: 21,778 shares; 2025Q3: 9,094 shares; 2025Q4: 7,564 shares 7,564 $861K 0.23% -1,530 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,851 shares; 2025Q3: 19,543 shares; 2025Q4: 16,883 shares 16,883 $849K 0.23% -2,660 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,986 shares; 2025Q1: 1,968 shares; 2025Q2: 1,974 shares; 2025Q3: 3,795 shares; 2025Q4: 2,349 shares 2,349 $824K 0.22% -1,446 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 684 shares; 2025Q1: 681 shares; 2025Q2: 777 shares; 2025Q3: 758 shares; 2025Q4: 757 shares 757 $810K 0.22% -1 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,617 shares; 2025Q1: 9,485 shares; 2025Q2: 9,527 shares; 2025Q3: 8,358 shares; 2025Q4: 10,676 shares 10,676 $791K 0.21% +2,318 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,549 shares; 2025Q1: 18,048 shares; 2025Q2: 17,514 shares; 2025Q3: 16,753 shares; 2025Q4: 14,629 shares 14,629 $786K 0.21% -2,124 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,837 shares; 2025Q1: 5,902 shares; 2025Q2: 6,254 shares; 2025Q3: 6,938 shares; 2025Q4: 6,881 shares 6,881 $783K 0.21% -57 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,473 shares; 2025Q4: 34,898 shares 34,898 $780K 0.21% +4,425 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,453 shares; 2025Q1: 1,454 shares; 2025Q2: 3,201 shares; 2025Q3: 2,733 shares; 2025Q4: 2,282 shares 2,282 $765K 0.21% -451 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,945 shares; 2025Q4: 7,945 shares 7,945 $764K 0.21% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,503 shares; 2025Q1: 20,003 shares; 2025Q2: 20,003 shares; 2025Q3: 20,003 shares; 2025Q4: 20,003 shares 20,003 $764K 0.21% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,031 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares 2,043 $756K 0.2% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.2% 0 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: not loaded; 2024Q4: 6,496 shares; 2025Q1: 6,496 shares; 2025Q2: 6,347 shares; 2025Q3: 6,261 shares; 2025Q4: 3,605 shares 3,605 $754K 0.2% -2,656 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,933 shares; 2025Q1: 31,933 shares; 2025Q2: 32,089 shares; 2025Q3: 32,244 shares; 2025Q4: 30,733 shares 30,733 $746K 0.2% -1,511 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares 2,276 $745K 0.2% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 662 shares 662 $711K 0.19% -28 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,073 shares; 2025Q1: 4,268 shares; 2025Q2: 3,849 shares; 2025Q3: 4,418 shares; 2025Q4: 4,372 shares 4,372 $700K 0.19% -46 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,676 shares; 2025Q3: 33,659 shares; 2025Q4: 32,756 shares 32,756 $681K 0.18% -903 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,452 shares; 2025Q1: 27,452 shares; 2025Q2: 27,519 shares; 2025Q3: 27,670 shares; 2025Q4: 27,871 shares 27,871 $675K 0.18% +201 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,275 shares; 2025Q3: not reported; 2025Q4: 11,702 shares 11,702 $675K 0.18% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,459 shares; 2025Q1: 16,497 shares; 2025Q2: 16,084 shares; 2025Q3: 8,254 shares; 2025Q4: 5,889 shares 5,889 $671K 0.18% -2,365 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,637 shares; 2025Q1: not reported; 2025Q2: 2,749 shares; 2025Q3: 2,646 shares; 2025Q4: 3,869 shares 3,869 $662K 0.18% +1,223 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,163 shares; 2025Q3: 4,411 shares; 2025Q4: 4,384 shares 4,384 $661K 0.18% -27 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: not loaded; 2024Q4: 2,324 shares; 2025Q1: 2,289 shares; 2025Q2: 2,353 shares; 2025Q3: 2,558 shares; 2025Q4: 2,532 shares 2,532 $651K 0.17% -26 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,538 shares; 2025Q4: 4,540 shares 4,540 $651K 0.17% +2 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,214 shares; 2025Q1: 8,349 shares; 2025Q2: 8,175 shares; 2025Q3: 9,577 shares; 2025Q4: 9,256 shares 9,256 $647K 0.17% -321 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 2,185 shares; 2025Q4: 2,074 shares 2,074 $639K 0.17% -111 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,102 shares; 2025Q4: 8,255 shares 8,255 $635K 0.17% +153 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,398 shares; 2025Q4: 5,673 shares 5,673 $632K 0.17% +275 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,323 shares; 2025Q1: 7,333 shares; 2025Q2: 7,354 shares; 2025Q3: 7,441 shares; 2025Q4: 7,302 shares 7,302 $615K 0.17% -139 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 119 shares; 2025Q4: 114 shares 114 $611K 0.16% -5 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,608 shares; 2025Q2: 6,716 shares; 2025Q3: 8,451 shares; 2025Q4: 5,987 shares 5,987 $601K 0.16% -2,464 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,196 shares; 2025Q3: 4,645 shares; 2025Q4: 4,570 shares 4,570 $599K 0.16% -75 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,506 shares 20,506 $596K 0.16% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,946 shares; 2025Q1: 3,946 shares; 2025Q2: 4,000 shares; 2025Q3: 7,409 shares; 2025Q4: 7,409 shares 7,409 $571K 0.15% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,401 shares; 2025Q1: 10,401 shares; 2025Q2: 11,496 shares; 2025Q3: 11,498 shares; 2025Q4: 11,502 shares 11,502 $569K 0.15% +4 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,623 shares 1,623 $568K 0.15% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,250 shares 3,250 $560K 0.15% new 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: not loaded; 2024Q4: 794 shares; 2025Q1: 793 shares; 2025Q2: 843 shares; 2025Q3: 991 shares; 2025Q4: 1,209 shares 1,209 $548K 0.15% +218 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,154 shares 10,154 $542K 0.15% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,564 shares; 2025Q1: 1,661 shares; 2025Q2: 2,349 shares; 2025Q3: 2,508 shares; 2025Q4: 2,453 shares 2,453 $533K 0.14% -55 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,949 shares; 2025Q1: 11,000 shares; 2025Q2: 11,158 shares; 2025Q3: 11,461 shares; 2025Q4: 10,915 shares 10,915 $521K 0.14% -546 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,653 shares; 2025Q2: 7,522 shares; 2025Q3: 8,782 shares; 2025Q4: 8,019 shares 8,019 $517K 0.14% -763 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,942 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares 2,990 $511K 0.14% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,509 shares; 2025Q4: 5,289 shares 5,289 $493K 0.13% +780 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: not loaded; 2024Q4: 4,822 shares; 2025Q1: 4,566 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares; 2025Q4: 4,566 shares 4,566 $489K 0.13% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares 6,222 $485K 0.13% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,338 shares; 2025Q4: 4,356 shares 4,356 $480K 0.13% +18 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,495 shares; 2025Q3: 8,021 shares; 2025Q4: 12,702 shares 12,702 $480K 0.13% +4,681 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,808 shares; 2025Q1: 9,220 shares; 2025Q2: 8,539 shares; 2025Q3: 11,284 shares; 2025Q4: 11,620 shares 11,620 $473K 0.13% +336 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: not loaded; 2024Q4: 8,056 shares; 2025Q1: 8,082 shares; 2025Q2: 8,118 shares; 2025Q3: 8,153 shares; 2025Q4: 8,195 shares 8,195 $466K 0.13% +42 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,679 shares; 2025Q1: 22,739 shares; 2025Q2: 22,922 shares; 2025Q3: 23,107 shares; 2025Q4: 23,292 shares 23,292 $456K 0.12% +185 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 726 shares; 2025Q1: 786 shares; 2025Q2: 973 shares; 2025Q3: 976 shares; 2025Q4: 933 shares 933 $451K 0.12% -43 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 495 shares; 2025Q4: 4,775 shares 4,775 $448K 0.12% +4,280 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,669 shares; 2025Q3: 1,817 shares; 2025Q4: 1,351 shares 1,351 $446K 0.12% -466 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares 1,714 $441K 0.12% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,456 shares; 2025Q1: 7,456 shares; 2025Q2: 7,796 shares; 2025Q3: 7,601 shares; 2025Q4: 6,726 shares 6,726 $431K 0.12% -875 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,553 shares 6,553 $429K 0.12% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares 758 $426K 0.11% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,318 shares; 2025Q1: 8,328 shares; 2025Q2: 8,415 shares; 2025Q3: 8,553 shares; 2025Q4: 8,660 shares 8,660 $425K 0.11% +107 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,941 shares; 2025Q1: 2,941 shares; 2025Q2: 2,941 shares; 2025Q3: 3,065 shares; 2025Q4: 3,041 shares 3,041 $424K 0.11% -24 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,136 shares; 2025Q1: 26,195 shares; 2025Q2: 26,383 shares; 2025Q3: 26,578 shares; 2025Q4: 20,769 shares 20,769 $410K 0.11% -5,809 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,206 shares; 2025Q1: 4,142 shares; 2025Q2: 4,674 shares; 2025Q3: 3,627 shares; 2025Q4: 4,275 shares 4,275 $407K 0.11% +648 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,866 shares; 2025Q1: 4,126 shares; 2025Q2: 7,054 shares; 2025Q3: 3,444 shares; 2025Q4: 3,281 shares 3,281 $403K 0.11% -163 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,857 shares; 2025Q3: 6,857 shares; 2025Q4: 6,857 shares 6,857 $403K 0.11% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,166 shares 2,166 $402K 0.11% +18 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $389K 0.1% 0 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,806 shares; 2025Q1: 10,806 shares; 2025Q2: 10,640 shares; 2025Q3: 16,570 shares; 2025Q4: 16,441 shares 16,441 $389K 0.1% -129 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,225 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares; 2025Q3: 7,131 shares; 2025Q4: 7,041 shares 7,041 $387K 0.1% -90 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 805 shares; 2025Q4: 1,107 shares 1,107 $383K 0.1% +302 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,708 shares; 2025Q1: 2,618 shares; 2025Q2: 2,630 shares; 2025Q3: 2,639 shares; 2025Q4: 2,660 shares 2,660 $375K 0.1% +21 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,058 shares; 2025Q1: 6,095 shares; 2025Q2: 11,583 shares; 2025Q3: 6,684 shares; 2025Q4: 7,264 shares 7,264 $370K 0.1% +580 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares 1,884 $368K 0.1% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares 1,283 $366K 0.1% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,599 shares 3,599 $366K 0.1% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,016 shares 2,016 $365K 0.1% -263 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,145 shares 1,145 $360K 0.1% +2 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,724 shares; 2025Q1: 10,998 shares; 2025Q2: 10,998 shares; 2025Q3: 10,998 shares; 2025Q4: 6,998 shares 6,998 $356K 0.1% -4,000 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330 $354K 0.1% 0 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,997 shares; 2025Q3: 6,997 shares; 2025Q4: 6,997 shares 6,997 $352K 0.09% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: 3,432 shares 3,432 $349K 0.09% +536 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,248 shares; 2025Q3: 5,129 shares; 2025Q4: 6,609 shares 6,609 $349K 0.09% +1,480 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares 3,790 $348K 0.09% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,869 shares; 2025Q1: 19,800 shares; 2025Q2: 7,989 shares; 2025Q3: 5,221 shares; 2025Q4: 4,713 shares 4,713 $343K 0.09% -508 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 523 shares 523 $342K 0.09% -20 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,134 shares; 2025Q1: 4,134 shares; 2025Q2: 4,134 shares; 2025Q3: 4,134 shares; 2025Q4: 3,798 shares 3,798 $340K 0.09% -336 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,360 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares 2,405 $339K 0.09% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares 1,038 $335K 0.09% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,035 shares; 2025Q3: 4,005 shares; 2025Q4: 4,151 shares 4,151 $329K 0.09% +146 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,546 shares; 2025Q3: 2,861 shares; 2025Q4: 3,454 shares 3,454 $328K 0.09% +593 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,171 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,499 shares; 2025Q4: 2,591 shares 2,591 $325K 0.09% +92 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,793 shares; 2025Q4: 4,385 shares 4,385 $320K 0.09% -408 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,278 shares; 2025Q3: 6,771 shares; 2025Q4: 6,259 shares 6,259 $317K 0.09% -512 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,891 shares; 2025Q4: 4,133 shares 4,133 $315K 0.08% +242 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,531 shares; 2025Q3: 2,528 shares; 2025Q4: 3,269 shares 3,269 $315K 0.08% +741 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,314 shares; 2025Q1: 5,332 shares; 2025Q2: 5,352 shares; 2025Q3: 5,369 shares; 2025Q4: 5,388 shares 5,388 $312K 0.08% +19 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,990 shares 9,990 $309K 0.08% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 906 shares 906 $305K 0.08% +56 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 454 shares; 2025Q4: 649 shares 649 $302K 0.08% +195 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares 1,042 $301K 0.08% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares 3,118 $300K 0.08% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 519 shares 519 $297K 0.08% 0 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,437 shares; 2025Q4: 10,437 shares 10,437 $297K 0.08% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,772 shares; 2025Q3: 6,253 shares; 2025Q4: 5,761 shares 5,761 $291K 0.08% -492 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,465 shares; 2025Q3: 14,692 shares; 2025Q4: 11,687 shares 11,687 $290K 0.08% -3,005 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,390 shares; 2025Q4: 10,390 shares 10,390 $289K 0.08% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 586 shares; 2025Q1: 584 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 499 shares 499 $283K 0.08% -77 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 352 shares; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 319 shares 319 $280K 0.08% -33 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,667 shares; 2025Q1: 6,988 shares; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 6,986 shares 6,986 $280K 0.08% -2 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,363 shares 10,363 $278K 0.07% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 543 shares 543 $277K 0.07% 0 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,341 shares 10,341 $276K 0.07% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235 shares; 2025Q4: 255 shares 255 $273K 0.07% +20 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,911 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares 3,302 $260K 0.07% 0 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,605 shares 6,605 $258K 0.07% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,940 shares; 2025Q4: 1,790 shares 1,790 $257K 0.07% -150 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,468 shares; 2025Q1: not reported; 2025Q2: 2,468 shares; 2025Q3: 2,468 shares; 2025Q4: 2,468 shares 2,468 $257K 0.07% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,546 shares 1,546 $256K 0.07% +1 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,901 shares; 2025Q1: 16,901 shares; 2025Q2: 17,157 shares; 2025Q3: 17,157 shares; 2025Q4: 17,157 shares 17,157 $254K 0.07% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,150 shares; 2025Q4: 4,232 shares 4,232 $254K 0.07% +82 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: not loaded; 2024Q4: 2,234 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 2,239 shares; 2025Q4: 2,229 shares 2,229 $246K 0.07% -10 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,361 shares 9,361 $246K 0.07% +136 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares 579 $244K 0.07% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,438 shares; 2025Q1: 6,438 shares; 2025Q2: 4,840 shares; 2025Q3: 5,434 shares; 2025Q4: 5,253 shares 5,253 $244K 0.07% -181 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares 514 $244K 0.07% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares 1,427 $243K 0.07% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares 1,576 $242K 0.07% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,698 shares; 2025Q3: 2,719 shares; 2025Q4: 2,737 shares 2,737 $242K 0.06% +18 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,727 shares 8,727 $240K 0.06% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 1,790 shares 1,790 $238K 0.06% -37 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 5,207 shares 5,207 $232K 0.06% -68 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 2,255 shares; 2025Q3: 2,258 shares; 2025Q4: 2,262 shares 2,262 $231K 0.06% +4 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,350 shares 8,350 $229K 0.06% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264 $228K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 401 shares; 2025Q4: 398 shares 398 $227K 0.06% -3 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,461 shares; 2025Q4: 1,463 shares 1,463 $223K 0.06% +2 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,107 shares; 2025Q4: 6,107 shares 6,107 $222K 0.06% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 1,140 shares 1,140 $222K 0.06% +142 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,470 shares; 2025Q4: 4,940 shares 4,940 $221K 0.06% +2,470 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: not loaded; 2024Q4: 7,599 shares; 2025Q1: 4,678 shares; 2025Q2: 4,678 shares; 2025Q3: 5,611 shares; 2025Q4: 4,505 shares 4,505 $218K 0.06% -1,106 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,211 shares; 2025Q4: 4,212 shares 4,212 $216K 0.06% +1 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,207 shares 3,207 $215K 0.06% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,004 shares 1,004 $215K 0.06% new Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,039 shares; 2025Q4: 6,222 shares 6,222 $213K 0.06% +183 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,936 shares; 2025Q1: 8,936 shares; 2025Q2: not reported; 2025Q3: 5,218 shares; 2025Q4: 5,218 shares 5,218 $212K 0.06% 0 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,856 shares; 2025Q3: 7,987 shares; 2025Q4: 8,118 shares 8,118 $212K 0.06% +131 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $209K 0.06% 0 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,716 shares 7,716 $207K 0.06% new 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: not loaded; 2024Q4: 2,100 shares; 2025Q1: 2,359 shares; 2025Q2: 1,820 shares; 2025Q3: 1,949 shares; 2025Q4: 1,850 shares 1,850 $203K 0.05% -99 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,626 shares 4,626 $202K 0.05% new Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,993 shares 5,993 $201K 0.05% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares 2,366 $200K 0.05% new Timeline PCIG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,404 shares; 2025Q1: 30,198 shares; 2025Q2: 30,331 shares; 2025Q3: 27,240 shares; 2025Q4: 20,739 shares 20,739 $189K 0.05% -6,501 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,339 shares 11,339 $149K 0.04% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,576 shares; 2025Q1: 15,987 shares; 2025Q2: 15,987 shares; 2025Q3: 15,987 shares; 2025Q4: 12,233 shares 12,233 $118K 0.03% -3,754 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: not loaded; 2024Q4: 14,407 shares; 2025Q1: 14,407 shares; 2025Q2: 14,407 shares; 2025Q3: 12,237 shares; 2025Q4: 12,237 shares 12,237 $77.1K 0.02% 0 Timeline