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: not loaded; 2025Q1: 132,168 shares; 2025Q2: 154,664 shares; 2025Q3: 176,946 shares; 2025Q4: 194,530 shares 194,530 $133M 14.34% +17,584 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 402,926 shares; 2025Q2: 460,285 shares; 2025Q3: 517,611 shares; 2025Q4: 565,860 shares 565,860 $63.3M 6.81% +48,249 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 loaded; 2025Q1: 9,133 shares; 2025Q2: 76,709 shares; 2025Q3: 72,590 shares; 2025Q4: 71,061 shares 71,061 $33.6M 3.62% -1,529 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: not loaded; 2025Q1: 132,729 shares; 2025Q2: 120,319 shares; 2025Q3: 98,314 shares; 2025Q4: 88,325 shares 88,325 $29.6M 3.19% -9,989 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: not loaded; 2025Q1: 104,928 shares; 2025Q2: 252,082 shares; 2025Q3: 265,103 shares; 2025Q4: 270,295 shares 270,295 $27M 2.91% +5,192 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: not loaded; 2025Q1: 296,975 shares; 2025Q2: 332,807 shares; 2025Q3: 375,530 shares; 2025Q4: 407,935 shares 407,935 $26.9M 2.9% +32,405 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: not loaded; 2025Q1: 30,702 shares; 2025Q2: 35,434 shares; 2025Q3: 36,611 shares; 2025Q4: 36,879 shares 36,879 $23.1M 2.49% +268 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 271,238 shares; 2025Q2: 277,860 shares; 2025Q3: 270,761 shares; 2025Q4: 270,952 shares 270,952 $22.3M 2.4% +191 Timeline ZMAR 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 loaded; 2025Q1: not reported; 2025Q2: 795,813 shares; 2025Q3: 794,849 shares; 2025Q4: 794,245 shares 794,245 $21.8M 2.35% -604 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 loaded; 2025Q1: 377,350 shares; 2025Q2: 346,785 shares; 2025Q3: 339,724 shares; 2025Q4: 325,717 shares 325,717 $21M 2.26% -14,007 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: not loaded; 2025Q1: 167,516 shares; 2025Q2: 178,625 shares; 2025Q3: 191,116 shares; 2025Q4: 208,241 shares 208,241 $18.6M 2% +17,125 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: not loaded; 2025Q1: 47,518 shares; 2025Q2: 159,520 shares; 2025Q3: 156,250 shares; 2025Q4: 153,132 shares 153,132 $18.4M 1.98% -3,118 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 176,256 shares; 2025Q2: 201,730 shares; 2025Q3: 213,173 shares; 2025Q4: 222,649 shares 222,649 $17.1M 1.85% +9,476 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: not loaded; 2025Q1: 29,725 shares; 2025Q2: 29,374 shares; 2025Q3: 26,958 shares; 2025Q4: 25,891 shares 25,891 $15.9M 1.71% -1,067 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: not loaded; 2024Q4: not loaded; 2025Q1: 47,853 shares; 2025Q2: 46,423 shares; 2025Q3: 43,880 shares; 2025Q4: 82,231 shares 82,231 $11.8M 1.27% +38,351 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 127,173 shares; 2025Q2: 150,280 shares; 2025Q3: 187,526 shares; 2025Q4: 234,059 shares 234,059 $11.6M 1.25% +46,533 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 86,080 shares; 2025Q2: 96,848 shares; 2025Q3: 105,388 shares; 2025Q4: 112,536 shares 112,536 $11.5M 1.23% +7,148 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 loaded; 2025Q1: 105,809 shares; 2025Q2: 110,177 shares; 2025Q3: 93,587 shares; 2025Q4: 92,232 shares 92,232 $10.3M 1.11% -1,355 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 203,429 shares; 2025Q3: 199,430 shares; 2025Q4: 196,866 shares 196,866 $9.82M 1.06% -2,564 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: not loaded; 2025Q1: 96,259 shares; 2025Q2: 100,848 shares; 2025Q3: 19,279 shares; 2025Q4: 18,830 shares 18,830 $9.11M 0.98% -449 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: not loaded; 2025Q1: 49,563 shares; 2025Q2: 46,626 shares; 2025Q3: 39,155 shares; 2025Q4: 31,225 shares 31,225 $9.06M 0.98% -7,930 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: not loaded; 2025Q1: 20,348 shares; 2025Q2: 17,985 shares; 2025Q3: 14,520 shares; 2025Q4: 13,245 shares 13,245 $9.03M 0.97% -1,275 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: not loaded; 2025Q1: 35,486 shares; 2025Q2: 35,668 shares; 2025Q3: 29,698 shares; 2025Q4: 28,477 shares 28,477 $8.94M 0.96% -1,221 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: not loaded; 2025Q1: 26,645 shares; 2025Q2: 26,928 shares; 2025Q3: 23,937 shares; 2025Q4: 23,380 shares 23,380 $7.53M 0.81% -557 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: not loaded; 2025Q1: 59,069 shares; 2025Q2: 63,310 shares; 2025Q3: 23,258 shares; 2025Q4: 24,508 shares 24,508 $6.66M 0.72% +1,250 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: not loaded; 2025Q1: 67,324 shares; 2025Q2: 68,640 shares; 2025Q3: 65,856 shares; 2025Q4: 61,432 shares 61,432 $6.58M 0.71% -4,424 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: not loaded; 2024Q4: not loaded; 2025Q1: 51,877 shares; 2025Q2: 58,966 shares; 2025Q3: 65,308 shares; 2025Q4: 69,362 shares 69,362 $6.52M 0.7% +4,054 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 loaded; 2025Q1: 29,779 shares; 2025Q2: 29,798 shares; 2025Q3: 24,548 shares; 2025Q4: 18,709 shares 18,709 $6.48M 0.7% -5,839 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: not loaded; 2025Q1: 30,284 shares; 2025Q2: 32,213 shares; 2025Q3: 26,573 shares; 2025Q4: 27,330 shares 27,330 $6.31M 0.68% +757 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 loaded; 2025Q1: 131,283 shares; 2025Q2: 122,830 shares; 2025Q3: 127,152 shares; 2025Q4: 124,453 shares 124,453 $6.26M 0.67% -2,699 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,400 shares; 2025Q2: 43,416 shares; 2025Q3: 36,382 shares; 2025Q4: 60,927 shares 60,927 $6.12M 0.66% +24,545 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: not loaded; 2025Q1: 26,803 shares; 2025Q2: 29,872 shares; 2025Q3: 27,932 shares; 2025Q4: 27,144 shares 27,144 $5.76M 0.62% -788 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: not loaded; 2025Q1: 15,412 shares; 2025Q2: 16,909 shares; 2025Q3: 14,025 shares; 2025Q4: 14,659 shares 14,659 $5.04M 0.54% +634 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: not loaded; 2025Q1: 10,678 shares; 2025Q2: 11,010 shares; 2025Q3: 10,025 shares; 2025Q4: 10,287 shares 10,287 $5.02M 0.54% +262 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: not loaded; 2025Q1: 52,221 shares; 2025Q2: 53,095 shares; 2025Q3: 52,139 shares; 2025Q4: 52,197 shares 52,197 $4.91M 0.53% +58 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: not loaded; 2025Q1: 13,053 shares; 2025Q2: 12,408 shares; 2025Q3: 12,312 shares; 2025Q4: 12,184 shares 12,184 $4.83M 0.52% -128 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 90,518 shares; 2025Q2: 90,742 shares; 2025Q3: 89,796 shares; 2025Q4: 90,365 shares 90,365 $4.62M 0.5% +569 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: not loaded; 2025Q1: 56,699 shares; 2025Q2: 62,683 shares; 2025Q3: 63,227 shares; 2025Q4: 67,137 shares 67,137 $4.51M 0.49% +3,910 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: not loaded; 2025Q1: 7,212 shares; 2025Q2: 10,360 shares; 2025Q3: 11,486 shares; 2025Q4: 13,368 shares 13,368 $4.41M 0.47% +1,882 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: not loaded; 2025Q1: 22,010 shares; 2025Q2: 23,358 shares; 2025Q3: 14,224 shares; 2025Q4: 13,442 shares 13,442 $4.21M 0.45% -782 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,738 shares; 2025Q2: 5,589 shares; 2025Q3: 5,390 shares; 2025Q4: 5,094 shares 5,094 $4.12M 0.44% -296 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: not loaded; 2025Q1: 63,039 shares; 2025Q2: 64,852 shares; 2025Q3: 60,327 shares; 2025Q4: 54,144 shares 54,144 $4.08M 0.44% -6,183 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,670 shares; 2025Q2: 39,130 shares; 2025Q3: 36,781 shares; 2025Q4: 33,184 shares 33,184 $3.97M 0.43% -3,597 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: not loaded; 2025Q1: 20,676 shares; 2025Q2: 20,522 shares; 2025Q3: 20,069 shares; 2025Q4: 18,723 shares 18,723 $3.87M 0.42% -1,346 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: not loaded; 2024Q4: not loaded; 2025Q1: 182,642 shares; 2025Q2: 180,215 shares; 2025Q3: 158,322 shares; 2025Q4: 140,446 shares 140,446 $3.85M 0.41% -17,876 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,636 shares; 2025Q2: 10,787 shares; 2025Q3: 11,045 shares; 2025Q4: 11,714 shares 11,714 $3.66M 0.39% +669 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,062 shares; 2025Q2: 17,425 shares; 2025Q3: 16,334 shares; 2025Q4: 16,986 shares 16,986 $3.57M 0.38% +652 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,178 shares; 2025Q2: 12,027 shares; 2025Q3: 11,973 shares; 2025Q4: 12,924 shares 12,924 $3.53M 0.38% +951 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,115 shares; 2025Q2: 13,723 shares; 2025Q3: 14,276 shares; 2025Q4: 14,887 shares 14,887 $3.4M 0.37% +611 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,482 shares; 2025Q2: 7,431 shares; 2025Q3: 7,426 shares; 2025Q4: 8,860 shares 8,860 $3.4M 0.37% +1,434 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: not loaded; 2025Q1: 74,847 shares; 2025Q2: 72,441 shares; 2025Q3: 74,028 shares; 2025Q4: 83,086 shares 83,086 $3.38M 0.36% +9,058 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,082 shares; 2025Q2: 21,965 shares; 2025Q3: 20,659 shares; 2025Q4: 20,031 shares 20,031 $3.36M 0.36% -628 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,144 shares; 2025Q2: 13,389 shares; 2025Q3: 13,422 shares; 2025Q4: 14,423 shares 14,423 $3.34M 0.36% +1,001 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,554 shares; 2025Q2: 11,577 shares; 2025Q3: 10,852 shares; 2025Q4: 10,419 shares 10,419 $3.32M 0.36% -433 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,973 shares; 2025Q2: 24,409 shares; 2025Q3: 21,857 shares; 2025Q4: 20,405 shares 20,405 $3.32M 0.36% -1,452 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,977 shares; 2025Q2: 11,991 shares; 2025Q3: 11,723 shares; 2025Q4: 13,390 shares 13,390 $3.31M 0.36% +1,667 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,548 shares; 2025Q2: 15,532 shares; 2025Q3: 15,375 shares; 2025Q4: 17,887 shares 17,887 $3.29M 0.35% +2,512 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 134,297 shares; 2025Q2: 126,740 shares; 2025Q3: 83,068 shares; 2025Q4: 36,968 shares 36,968 $3.26M 0.35% -46,100 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,668 shares; 2025Q2: 14,225 shares; 2025Q3: 13,560 shares; 2025Q4: 11,902 shares 11,902 $3.23M 0.35% -1,658 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: not loaded; 2025Q1: 134,086 shares; 2025Q2: 126,644 shares; 2025Q3: 84,270 shares; 2025Q4: 43,244 shares 43,244 $3.2M 0.34% -41,026 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 67,422 shares; 2025Q2: 66,568 shares; 2025Q3: 66,323 shares; 2025Q4: 63,456 shares 63,456 $3.12M 0.34% -2,867 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 77,391 shares; 2025Q2: 84,224 shares; 2025Q3: 85,216 shares; 2025Q4: 85,115 shares 85,115 $3.12M 0.34% -101 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,698 shares; 2025Q2: 8,180 shares; 2025Q3: 6,885 shares; 2025Q4: 6,672 shares 6,672 $3.12M 0.34% -213 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 loaded; 2025Q1: 33,265 shares; 2025Q2: 32,760 shares; 2025Q3: 33,059 shares; 2025Q4: 32,306 shares 32,306 $3.1M 0.33% -753 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: not loaded; 2024Q4: not loaded; 2025Q1: 78,968 shares; 2025Q2: 83,287 shares; 2025Q3: 87,065 shares; 2025Q4: 102,523 shares 102,523 $3.06M 0.33% +15,458 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: not loaded; 2025Q1: 6,127 shares; 2025Q2: 7,082 shares; 2025Q3: 6,098 shares; 2025Q4: 6,073 shares 6,073 $3.05M 0.33% -25 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: not loaded; 2024Q4: not loaded; 2025Q1: 34,548 shares; 2025Q2: 37,725 shares; 2025Q3: 37,116 shares; 2025Q4: 37,014 shares 37,014 $2.97M 0.32% -102 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: not loaded; 2025Q1: 16,663 shares; 2025Q2: 29,004 shares; 2025Q3: 43,870 shares; 2025Q4: 47,748 shares 47,748 $2.9M 0.31% +3,878 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 loaded; 2025Q1: 11,597 shares; 2025Q2: 14,069 shares; 2025Q3: 12,971 shares; 2025Q4: 13,538 shares 13,538 $2.9M 0.31% +567 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: not loaded; 2025Q1: 4,250 shares; 2025Q2: 4,180 shares; 2025Q3: 4,051 shares; 2025Q4: 4,346 shares 4,346 $2.87M 0.31% +295 Timeline IUSV 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 loaded; 2025Q1: 30,777 shares; 2025Q2: 30,325 shares; 2025Q3: 28,967 shares; 2025Q4: 27,913 shares 27,913 $2.86M 0.31% -1,054 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,364 shares; 2025Q2: 42,731 shares; 2025Q3: 42,284 shares; 2025Q4: 41,552 shares 41,552 $2.78M 0.3% -732 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,307 shares; 2025Q2: 37,341 shares; 2025Q3: 37,404 shares; 2025Q4: 41,555 shares 41,555 $2.76M 0.3% +4,151 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 loaded; 2025Q1: not reported; 2025Q2: 6,910 shares; 2025Q3: 6,926 shares; 2025Q4: 5,388 shares 5,388 $2.75M 0.3% -1,538 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,604 shares; 2025Q3: 19,553 shares; 2025Q4: 20,348 shares 20,348 $2.75M 0.3% +795 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 loaded; 2025Q1: 33,357 shares; 2025Q2: 33,083 shares; 2025Q3: 33,641 shares; 2025Q4: 33,649 shares 33,649 $2.62M 0.28% +8 Timeline IMCG 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 loaded; 2025Q1: 39,789 shares; 2025Q2: 39,091 shares; 2025Q3: 35,105 shares; 2025Q4: 32,325 shares 32,325 $2.58M 0.28% -2,780 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 loaded; 2025Q1: 17,065 shares; 2025Q2: 16,250 shares; 2025Q3: 15,465 shares; 2025Q4: 16,100 shares 16,100 $2.47M 0.27% +635 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,130 shares; 2025Q2: 10,493 shares; 2025Q3: 10,143 shares; 2025Q4: 10,797 shares 10,797 $2.43M 0.26% +654 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: not loaded; 2025Q1: 11,247 shares; 2025Q2: 10,506 shares; 2025Q3: 9,641 shares; 2025Q4: 9,680 shares 9,680 $2.42M 0.26% +39 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: not loaded; 2025Q1: 12,169 shares; 2025Q2: 18,689 shares; 2025Q3: 9,876 shares; 2025Q4: 12,955 shares 12,955 $2.42M 0.26% +3,079 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,010 shares 26,010 $2.4M 0.26% new 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: not loaded; 2025Q1: 156,766 shares; 2025Q2: 148,785 shares; 2025Q3: 100,492 shares; 2025Q4: 49,364 shares 49,364 $2.27M 0.24% -51,128 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 loaded; 2025Q1: not reported; 2025Q2: 3,325 shares; 2025Q3: 3,208 shares; 2025Q4: 3,465 shares 3,465 $2.26M 0.24% +257 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,992 shares; 2025Q2: 55,858 shares; 2025Q3: 36,158 shares; 2025Q4: 30,103 shares 30,103 $2.21M 0.24% -6,055 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 loaded; 2025Q1: 4,518 shares; 2025Q2: 4,656 shares; 2025Q3: not reported; 2025Q4: 23,741 shares 23,741 $2.21M 0.24% new 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: not loaded; 2025Q1: 6,988 shares; 2025Q2: 6,400 shares; 2025Q3: 6,094 shares; 2025Q4: 6,279 shares 6,279 $2.2M 0.24% +185 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,092 shares; 2025Q2: 67,570 shares; 2025Q3: 55,509 shares; 2025Q4: 49,203 shares 49,203 $2.19M 0.24% -6,306 Timeline IGV 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 loaded; 2025Q1: 21,123 shares; 2025Q2: 20,998 shares; 2025Q3: 20,716 shares; 2025Q4: 20,591 shares 20,591 $2.18M 0.23% -125 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,011 shares; 2025Q2: 6,698 shares; 2025Q3: 7,970 shares; 2025Q4: 8,113 shares 8,113 $2.15M 0.23% +143 Timeline VLUE 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 loaded; 2025Q1: 15,448 shares; 2025Q2: 15,404 shares; 2025Q3: 15,270 shares; 2025Q4: 15,174 shares 15,174 $2.07M 0.22% -96 Timeline IMCV 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 loaded; 2025Q1: 25,602 shares; 2025Q2: 25,541 shares; 2025Q3: 25,146 shares; 2025Q4: 24,778 shares 24,778 $2.04M 0.22% -368 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,608 shares; 2025Q2: 4,258 shares; 2025Q3: 4,100 shares; 2025Q4: 3,261 shares 3,261 $1.97M 0.21% -839 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: not loaded; 2024Q4: not loaded; 2025Q1: 51,956 shares; 2025Q2: 49,839 shares; 2025Q3: 49,572 shares; 2025Q4: 49,580 shares 49,580 $1.96M 0.21% +8 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,255 shares; 2025Q2: 9,016 shares; 2025Q3: 8,851 shares; 2025Q4: 9,110 shares 9,110 $1.9M 0.2% +259 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,972 shares; 2025Q2: 11,823 shares; 2025Q3: 11,424 shares; 2025Q4: 12,521 shares 12,521 $1.88M 0.2% +1,097 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,406 shares; 2025Q2: 20,597 shares; 2025Q3: 20,185 shares; 2025Q4: 21,674 shares 21,674 $1.85M 0.2% +1,489 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,437 shares; 2025Q2: 7,238 shares; 2025Q3: 7,088 shares; 2025Q4: 7,206 shares 7,206 $1.83M 0.2% +118 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: not loaded; 2025Q1: 9,486 shares; 2025Q2: 11,432 shares; 2025Q3: 13,684 shares; 2025Q4: 14,623 shares 14,623 $1.8M 0.19% +939 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,020 shares; 2025Q2: 12,716 shares; 2025Q3: 11,753 shares; 2025Q4: 11,907 shares 11,907 $1.77M 0.19% +154 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: not loaded; 2024Q4: not loaded; 2025Q1: 130,696 shares; 2025Q2: 122,335 shares; 2025Q3: 80,760 shares; 2025Q4: 39,263 shares 39,263 $1.74M 0.19% -41,497 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,382 shares; 2025Q2: 3,404 shares; 2025Q3: 3,226 shares; 2025Q4: 3,327 shares 3,327 $1.74M 0.19% +101 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: not loaded; 2025Q1: 13,855 shares; 2025Q2: 13,808 shares; 2025Q3: 11,994 shares; 2025Q4: 11,605 shares 11,605 $1.73M 0.19% -389 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,089 shares; 2025Q2: 7,928 shares; 2025Q3: 7,697 shares; 2025Q4: 7,908 shares 7,908 $1.72M 0.18% +211 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: not loaded; 2025Q1: 18,843 shares; 2025Q2: 20,533 shares; 2025Q3: 13,012 shares; 2025Q4: 13,830 shares 13,830 $1.66M 0.18% +818 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: not loaded; 2025Q1: 16,070 shares; 2025Q2: 23,014 shares; 2025Q3: 21,879 shares; 2025Q4: 23,297 shares 23,297 $1.66M 0.18% +1,418 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,528 shares; 2025Q2: 4,200 shares; 2025Q3: 4,063 shares; 2025Q4: 4,164 shares 4,164 $1.62M 0.17% +101 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: not loaded; 2025Q1: 11,551 shares; 2025Q2: 8,597 shares; 2025Q3: 7,490 shares; 2025Q4: 6,445 shares 6,445 $1.59M 0.17% -1,045 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,172 shares; 2025Q2: 26,602 shares; 2025Q3: 25,767 shares; 2025Q4: 24,694 shares 24,694 $1.57M 0.17% -1,073 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 loaded; 2025Q1: 31,437 shares; 2025Q2: 27,592 shares; 2025Q3: 18,659 shares; 2025Q4: 16,140 shares 16,140 $1.55M 0.17% -2,519 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,500 shares; 2025Q2: 10,306 shares; 2025Q3: 9,306 shares; 2025Q4: 9,157 shares 9,157 $1.55M 0.17% -149 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,426 shares; 2025Q2: 4,985 shares; 2025Q3: 4,794 shares; 2025Q4: 4,940 shares 4,940 $1.54M 0.17% +146 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: not loaded; 2024Q4: not loaded; 2025Q1: 52,542 shares; 2025Q2: 46,614 shares; 2025Q3: 36,370 shares; 2025Q4: 32,847 shares 32,847 $1.54M 0.17% -3,523 Timeline LGLV 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: not loaded; 2025Q1: 14,541 shares; 2025Q2: 11,309 shares; 2025Q3: 9,567 shares; 2025Q4: 8,741 shares 8,741 $1.53M 0.17% -826 Timeline IYG 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 loaded; 2025Q1: 16,542 shares; 2025Q2: 16,501 shares; 2025Q3: 16,357 shares; 2025Q4: 16,292 shares 16,292 $1.5M 0.16% -65 Timeline ILCV 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 loaded; 2025Q1: 16,479 shares; 2025Q2: 16,480 shares; 2025Q3: 16,020 shares; 2025Q4: 15,911 shares 15,911 $1.5M 0.16% -109 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,275 shares; 2025Q2: 3,084 shares; 2025Q3: 3,030 shares; 2025Q4: 3,161 shares 3,161 $1.48M 0.16% +131 Timeline IXN 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 loaded; 2025Q1: 14,591 shares; 2025Q2: 14,207 shares; 2025Q3: 14,015 shares; 2025Q4: 14,015 shares 14,015 $1.47M 0.16% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,960 shares; 2025Q2: 19,120 shares; 2025Q3: 18,670 shares; 2025Q4: 21,047 shares 21,047 $1.4M 0.15% +2,377 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: not loaded; 2025Q1: 2,422 shares; 2025Q2: 2,192 shares; 2025Q3: 1,786 shares; 2025Q4: 3,101 shares 3,101 $1.39M 0.15% +1,315 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 loaded; 2025Q1: not reported; 2025Q2: 13,946 shares; 2025Q3: 14,117 shares; 2025Q4: 14,235 shares 14,235 $1.35M 0.15% +118 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: not loaded; 2025Q1: 6,365 shares; 2025Q2: 8,318 shares; 2025Q3: 8,516 shares; 2025Q4: 6,608 shares 6,608 $1.31M 0.14% -1,908 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,503 shares; 2025Q2: 30,858 shares; 2025Q3: 30,457 shares; 2025Q4: 34,676 shares 34,676 $1.28M 0.14% +4,219 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: not loaded; 2025Q1: 10,580 shares; 2025Q2: 12,185 shares; 2025Q3: 10,815 shares; 2025Q4: 10,742 shares 10,742 $1.22M 0.13% -73 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 907 shares; 2025Q2: 852 shares; 2025Q3: 591 shares; 2025Q4: 587 shares 587 $1.18M 0.13% -4 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 241,126 shares; 2025Q2: 210,592 shares; 2025Q3: 153,739 shares; 2025Q4: 121,753 shares 121,753 $1.12M 0.12% -31,986 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,656 shares; 2025Q2: 12,753 shares; 2025Q3: 14,735 shares; 2025Q4: 13,795 shares 13,795 $1.11M 0.12% -940 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: not loaded; 2025Q1: 12,695 shares; 2025Q2: 13,744 shares; 2025Q3: 13,839 shares; 2025Q4: 13,866 shares 13,866 $1.11M 0.12% +27 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 loaded; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 24,693 shares; 2025Q4: 28,430 shares 28,430 $1.1M 0.12% +3,737 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 loaded; 2025Q1: 24,021 shares; 2025Q2: 28,491 shares; 2025Q3: 28,383 shares; 2025Q4: 28,345 shares 28,345 $1.06M 0.11% -38 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: not loaded; 2025Q1: 6,997 shares; 2025Q2: 8,246 shares; 2025Q3: 6,041 shares; 2025Q4: 5,660 shares 5,660 $1.04M 0.11% -381 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 56,799 shares; 2025Q2: 48,661 shares; 2025Q3: 35,946 shares; 2025Q4: 26,743 shares 26,743 $1.03M 0.11% -9,203 Timeline ZJAN 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,616 shares 36,616 $1M 0.11% new Timeline ESML 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 loaded; 2025Q1: not reported; 2025Q2: 20,351 shares; 2025Q3: 21,065 shares; 2025Q4: 21,062 shares 21,062 $968K 0.1% -3 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: not loaded; 2025Q1: 17,626 shares; 2025Q2: 22,258 shares; 2025Q3: 21,195 shares; 2025Q4: 20,759 shares 20,759 $966K 0.1% -436 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,989 shares; 2025Q2: 3,248 shares; 2025Q3: 3,071 shares; 2025Q4: 4,786 shares 4,786 $917K 0.1% +1,715 Timeline XJH 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 loaded; 2025Q1: not reported; 2025Q2: 20,394 shares; 2025Q3: 20,394 shares; 2025Q4: 20,394 shares 20,394 $911K 0.1% 0 Timeline MOAT 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 loaded; 2025Q1: 19,356 shares; 2025Q2: 16,616 shares; 2025Q3: 10,650 shares; 2025Q4: 8,656 shares 8,656 $896K 0.1% -1,994 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,613 shares; 2025Q2: 10,363 shares; 2025Q3: 11,024 shares; 2025Q4: 12,863 shares 12,863 $864K 0.09% +1,839 Timeline PKW 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: not loaded; 2025Q1: 6,442 shares; 2025Q2: 6,461 shares; 2025Q3: 6,328 shares; 2025Q4: 6,329 shares 6,329 $850K 0.09% +1 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,226 shares; 2025Q4: 19,226 shares 19,226 $832K 0.09% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,999 shares; 2025Q2: 13,145 shares; 2025Q3: 10,970 shares; 2025Q4: 9,016 shares 9,016 $798K 0.09% -1,954 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 loaded; 2025Q1: not reported; 2025Q2: 791 shares; 2025Q3: 560 shares; 2025Q4: 1,374 shares 1,374 $787K 0.08% +814 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 loaded; 2025Q1: 16,392 shares; 2025Q2: 15,031 shares; 2025Q3: 14,596 shares; 2025Q4: 15,457 shares 15,457 $782K 0.08% +861 Timeline HYMB 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: not loaded; 2025Q1: 30,405 shares; 2025Q2: 29,143 shares; 2025Q3: 30,819 shares; 2025Q4: 30,345 shares 30,345 $757K 0.08% -474 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: not loaded; 2025Q1: 15,985 shares; 2025Q2: 17,685 shares; 2025Q3: 14,898 shares; 2025Q4: 13,460 shares 13,460 $740K 0.08% -1,438 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 loaded; 2025Q1: 7,409 shares; 2025Q2: 6,755 shares; 2025Q3: 6,937 shares; 2025Q4: 7,694 shares 7,694 $740K 0.08% +757 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,126 shares; 2025Q2: 13,992 shares; 2025Q3: 3,454 shares; 2025Q4: 3,635 shares 3,635 $738K 0.08% +181 Timeline BOCT 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,681 shares; 2025Q4: 14,681 shares 14,681 $726K 0.08% 0 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 loaded; 2025Q1: 10,473 shares; 2025Q2: 13,321 shares; 2025Q3: 13,765 shares; 2025Q4: 14,210 shares 14,210 $711K 0.08% +445 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,809 shares; 2025Q2: 6,732 shares; 2025Q3: 6,971 shares; 2025Q4: 7,352 shares 7,352 $701K 0.08% +381 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: not loaded; 2025Q1: 2,919 shares; 2025Q2: 3,461 shares; 2025Q3: 3,226 shares; 2025Q4: 3,179 shares 3,179 $699K 0.08% -47 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,186 shares; 2025Q3: 11,585 shares; 2025Q4: 11,536 shares 11,536 $684K 0.07% -49 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: not loaded; 2024Q4: not loaded; 2025Q1: 18,912 shares; 2025Q2: 15,209 shares; 2025Q3: 13,453 shares; 2025Q4: 12,478 shares 12,478 $683K 0.07% -975 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: not loaded; 2025Q1: 30,768 shares; 2025Q2: 8,269 shares; 2025Q3: 7,657 shares; 2025Q4: 6,278 shares 6,278 $661K 0.07% -1,379 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,226 shares; 2025Q2: 3,200 shares; 2025Q3: 3,188 shares; 2025Q4: 3,201 shares 3,201 $658K 0.07% +13 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: not loaded; 2025Q1: not reported; 2025Q2: 1,441 shares; 2025Q3: 1,641 shares; 2025Q4: 1,903 shares 1,903 $653K 0.07% +262 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: not loaded; 2025Q1: 6,813 shares; 2025Q2: 9,428 shares; 2025Q3: 9,100 shares; 2025Q4: 8,333 shares 8,333 $642K 0.07% -767 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: not loaded; 2025Q1: 707 shares; 2025Q2: 876 shares; 2025Q3: 494 shares; 2025Q4: 590 shares 590 $634K 0.07% +96 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,857 shares; 2025Q2: 25,107 shares; 2025Q3: 21,525 shares; 2025Q4: 23,325 shares 23,325 $604K 0.06% +1,800 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: not loaded; 2025Q1: 10,218 shares; 2025Q2: 11,923 shares; 2025Q3: 4,252 shares; 2025Q4: 5,289 shares 5,289 $602K 0.06% +1,037 Timeline EAGG 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 loaded; 2025Q1: not reported; 2025Q2: 12,586 shares; 2025Q3: 12,750 shares; 2025Q4: 12,356 shares 12,356 $591K 0.06% -394 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $585K 0.06% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,862 shares; 2025Q2: 73,286 shares; 2025Q3: 51,752 shares; 2025Q4: 49,636 shares 49,636 $584K 0.06% -2,116 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 loaded; 2025Q1: 4,179 shares; 2025Q2: 6,323 shares; 2025Q3: 3,494 shares; 2025Q4: 2,962 shares 2,962 $577K 0.06% -532 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 loaded; 2025Q1: 382 shares; 2025Q2: 644 shares; 2025Q3: 655 shares; 2025Q4: 669 shares 669 $577K 0.06% +14 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: not loaded; 2025Q1: 26,747 shares; 2025Q2: 22,380 shares; 2025Q3: 16,513 shares; 2025Q4: 11,808 shares 11,808 $571K 0.06% -4,705 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 757 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 747 shares 747 $563K 0.06% +4 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,297 shares; 2025Q2: 3,278 shares; 2025Q3: 3,290 shares; 2025Q4: 3,609 shares 3,609 $560K 0.06% +319 Timeline BUFF 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 loaded; 2025Q1: not reported; 2025Q2: 10,247 shares; 2025Q3: 8,520 shares; 2025Q4: 10,123 shares 10,123 $505K 0.05% +1,603 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,214 shares; 2025Q2: 19,614 shares; 2025Q3: 15,015 shares; 2025Q4: 13,870 shares 13,870 $499K 0.05% -1,145 Timeline CPAG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,879 shares 4,879 $499K 0.05% new 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: not loaded; 2025Q1: 9,057 shares; 2025Q2: 7,163 shares; 2025Q3: 6,773 shares; 2025Q4: 6,816 shares 6,816 $495K 0.05% +43 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,261 shares; 2025Q2: 11,935 shares; 2025Q3: 11,956 shares; 2025Q4: 11,938 shares 11,938 $493K 0.05% -18 Timeline ESGE 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: not loaded; 2025Q1: 11,429 shares; 2025Q2: 11,364 shares; 2025Q3: 10,741 shares; 2025Q4: 10,947 shares 10,947 $484K 0.05% +206 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,977 shares; 2025Q2: 1,895 shares; 2025Q3: 1,781 shares; 2025Q4: 1,729 shares 1,729 $483K 0.05% -52 Timeline BUFB 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 loaded; 2025Q1: not reported; 2025Q2: 13,287 shares; 2025Q3: 13,287 shares; 2025Q4: 13,111 shares 13,111 $480K 0.05% -176 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: not loaded; 2024Q4: not loaded; 2025Q1: 49,250 shares; 2025Q2: 49,250 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $473K 0.05% 0 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: not loaded; 2025Q1: 4,324 shares; 2025Q2: 3,076 shares; 2025Q3: 2,288 shares; 2025Q4: 1,828 shares 1,828 $471K 0.05% -460 Timeline CMF 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 loaded; 2025Q1: not reported; 2025Q2: 8,164 shares; 2025Q3: 8,164 shares; 2025Q4: 8,164 shares 8,164 $469K 0.05% 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 loaded; 2025Q1: 872 shares; 2025Q2: 1,007 shares; 2025Q3: 865 shares; 2025Q4: 813 shares 813 $464K 0.05% -52 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: not loaded; 2025Q1: 2,280 shares; 2025Q2: 2,246 shares; 2025Q3: 1,427 shares; 2025Q4: 1,561 shares 1,561 $462K 0.05% +134 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,047 shares; 2025Q2: 3,411 shares; 2025Q3: 3,323 shares; 2025Q4: 3,263 shares 3,263 $454K 0.05% -60 Timeline BSEP 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,923 shares; 2025Q4: 8,923 shares 8,923 $439K 0.05% 0 Timeline HIMU 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 loaded; 2025Q1: not reported; 2025Q2: 4,254 shares; 2025Q3: 5,968 shares; 2025Q4: 8,893 shares 8,893 $433K 0.05% +2,925 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: not loaded; 2025Q1: 2,051 shares; 2025Q2: 2,459 shares; 2025Q3: 1,632 shares; 2025Q4: 1,415 shares 1,415 $433K 0.05% -217 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,705 shares; 2025Q4: 12,702 shares 12,702 $423K 0.05% +997 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: not loaded; 2025Q1: 2,156 shares; 2025Q2: 2,963 shares; 2025Q3: 2,042 shares; 2025Q4: 2,117 shares 2,117 $423K 0.05% +75 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 9,932 shares; 2025Q3: 7,682 shares; 2025Q4: 8,065 shares 8,065 $422K 0.05% +383 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,930 shares; 2025Q2: 4,568 shares; 2025Q3: 4,128 shares; 2025Q4: 3,987 shares 3,987 $417K 0.04% -141 Timeline VCLT 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 loaded; 2025Q1: 5,232 shares; 2025Q2: 5,281 shares; 2025Q3: 5,388 shares; 2025Q4: 5,367 shares 5,367 $407K 0.04% -21 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: not loaded; 2024Q4: not loaded; 2025Q1: 739 shares; 2025Q2: 653 shares; 2025Q3: 581 shares; 2025Q4: 2,653 shares 2,653 $406K 0.04% +2,072 Timeline SUB 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 loaded; 2025Q1: 6,958 shares; 2025Q2: 5,995 shares; 2025Q3: 4,602 shares; 2025Q4: 3,796 shares 3,796 $405K 0.04% -806 Timeline DDFO 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,354 shares 18,354 $397K 0.04% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,394 shares 8,394 $386K 0.04% new 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 loaded; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 3,210 shares; 2025Q4: 3,761 shares 3,761 $382K 0.04% +551 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,485 shares; 2025Q2: 6,239 shares; 2025Q3: 2,428 shares; 2025Q4: 2,367 shares 2,367 $381K 0.04% -61 Timeline FREL 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 loaded; 2025Q1: 50,490 shares; 2025Q2: 48,066 shares; 2025Q3: 31,629 shares; 2025Q4: 14,138 shares 14,138 $380K 0.04% -17,491 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 2,150 shares 2,150 $368K 0.04% +236 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 7,835 shares; 2025Q3: 8,389 shares; 2025Q4: 7,950 shares 7,950 $367K 0.04% -439 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 loaded; 2025Q1: 239 shares; 2025Q2: 295 shares; 2025Q3: not reported; 2025Q4: 3,898 shares 3,898 $365K 0.04% new Timeline IOCT 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,340 shares; 2025Q4: 10,340 shares 10,340 $360K 0.04% 0 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: not loaded; 2025Q1: 5,115 shares; 2025Q2: 4,971 shares; 2025Q3: 4,470 shares; 2025Q4: 4,172 shares 4,172 $360K 0.04% -298 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,750 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares 11,750 $358K 0.04% 0 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: not loaded; 2025Q1: 5,773 shares; 2025Q2: 7,019 shares; 2025Q3: 4,901 shares; 2025Q4: 5,086 shares 5,086 $356K 0.04% +185 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,955 shares; 2025Q2: 1,956 shares; 2025Q3: 1,712 shares; 2025Q4: 1,927 shares 1,927 $342K 0.04% +215 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: not loaded; 2025Q1: 6,853 shares; 2025Q2: 6,751 shares; 2025Q3: 6,503 shares; 2025Q4: 6,255 shares 6,255 $336K 0.04% -248 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 381 shares 381 $335K 0.04% +104 Timeline IHI 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 loaded; 2025Q1: 5,460 shares; 2025Q2: 5,460 shares; 2025Q3: 5,310 shares; 2025Q4: 5,310 shares 5,310 $330K 0.04% 0 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: not loaded; 2025Q1: 9,994 shares; 2025Q2: 10,254 shares; 2025Q3: 9,934 shares; 2025Q4: 9,871 shares 9,871 $322K 0.03% -63 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: 1,945 shares; 2025Q4: 2,688 shares 2,688 $321K 0.03% +743 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: not loaded; 2024Q4: not loaded; 2025Q1: 15,637 shares; 2025Q2: 15,817 shares; 2025Q3: 14,219 shares; 2025Q4: 13,803 shares 13,803 $318K 0.03% -416 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,328 shares; 2025Q2: 6,446 shares; 2025Q3: 4,304 shares; 2025Q4: 4,306 shares 4,306 $317K 0.03% +2 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,821 shares; 2025Q4: 3,851 shares 3,851 $313K 0.03% +1,030 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 loaded; 2025Q1: 4,560 shares; 2025Q2: 4,365 shares; 2025Q3: 3,499 shares; 2025Q4: 2,834 shares 2,834 $312K 0.03% -665 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,279 shares; 2025Q2: 3,024 shares; 2025Q3: 2,178 shares; 2025Q4: 1,769 shares 1,769 $301K 0.03% -409 Timeline BNOV 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 loaded; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares 6,671 $297K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,153 shares; 2025Q2: 1,496 shares; 2025Q3: 1,366 shares; 2025Q4: 997 shares 997 $293K 0.03% -369 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,006 shares; 2025Q2: 7,006 shares; 2025Q3: 7,006 shares; 2025Q4: 7,006 shares 7,006 $293K 0.03% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,385 shares 3,385 $289K 0.03% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 28,893 shares; 2025Q2: 29,977 shares; 2025Q3: 30,724 shares; 2025Q4: 3,570 shares 3,570 $287K 0.03% -27,154 Timeline IGSB 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 loaded; 2025Q1: 5,653 shares; 2025Q2: 5,653 shares; 2025Q3: 5,250 shares; 2025Q4: 5,218 shares 5,218 $276K 0.03% -32 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: not loaded; 2025Q1: 4,041 shares; 2025Q2: 4,068 shares; 2025Q3: 4,711 shares; 2025Q4: 4,416 shares 4,416 $276K 0.03% -295 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,390 shares; 2025Q2: 5,234 shares; 2025Q3: 3,144 shares; 2025Q4: 3,208 shares 3,208 $273K 0.03% +64 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 971 shares; 2025Q3: 975 shares; 2025Q4: 1,123 shares 1,123 $272K 0.03% +148 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,177 shares; 2025Q2: 2,182 shares; 2025Q3: 2,064 shares; 2025Q4: 2,464 shares 2,464 $272K 0.03% +400 Timeline CEMB 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: not loaded; 2025Q1: 5,610 shares; 2025Q2: 5,566 shares; 2025Q3: 5,671 shares; 2025Q4: 5,799 shares 5,799 $266K 0.03% +128 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 loaded; 2025Q1: 1,851 shares; 2025Q2: 1,997 shares; 2025Q3: 1,713 shares; 2025Q4: 1,741 shares 1,741 $265K 0.03% +28 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: not loaded; 2025Q1: 1,808 shares; 2025Q2: 2,816 shares; 2025Q3: 2,446 shares; 2025Q4: 2,093 shares 2,093 $262K 0.03% -353 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,186 shares; 2025Q2: 2,463 shares; 2025Q3: 2,446 shares; 2025Q4: 2,444 shares 2,444 $261K 0.03% -2 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares 3,446 $256K 0.03% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,616 shares; 2025Q4: 2,541 shares 2,541 $254K 0.03% -75 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,100 shares; 2025Q4: 2,300 shares 2,300 $246K 0.03% +200 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,244 shares; 2025Q2: 2,725 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $244K 0.03% 0 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: not loaded; 2025Q1: 1,399 shares; 2025Q2: 1,251 shares; 2025Q3: not reported; 2025Q4: 947 shares 947 $243K 0.03% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,878 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,921 shares 2,921 $242K 0.03% new 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: not loaded; 2025Q1: 5,479 shares; 2025Q2: 4,673 shares; 2025Q3: 3,729 shares; 2025Q4: 3,729 shares 3,729 $239K 0.03% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,056 shares; 2025Q4: 5,056 shares 5,056 $238K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,835 shares 2,835 $237K 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares 2,991 $236K 0.03% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares 3,171 $233K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,026 shares; 2025Q2: 2,516 shares; 2025Q3: 2,408 shares; 2025Q4: 1,438 shares 1,438 $233K 0.03% -970 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,987 shares; 2025Q2: 9,451 shares; 2025Q3: 9,740 shares; 2025Q4: 9,946 shares 9,946 $232K 0.03% +206 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares 2,017 $231K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares 1,565 $225K 0.02% 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,666 shares; 2025Q3: not reported; 2025Q4: 1,693 shares 1,693 $222K 0.02% new 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: not loaded; 2025Q1: 2,984 shares; 2025Q2: 2,655 shares; 2025Q3: 2,290 shares; 2025Q4: 2,315 shares 2,315 $220K 0.02% +25 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,303 shares; 2025Q4: 4,302 shares 4,302 $217K 0.02% -1 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares 2,731 $217K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares 3,075 $214K 0.02% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,439 shares; 2025Q2: 6,880 shares; 2025Q3: 6,660 shares; 2025Q4: 6,247 shares 6,247 $211K 0.02% -413 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares 2,400 $209K 0.02% new Timeline DDFS 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,756 shares; 2025Q4: 9,756 shares 9,756 $207K 0.02% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares 312 $207K 0.02% new 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: not loaded; 2025Q1: 8,406 shares; 2025Q2: 8,396 shares; 2025Q3: 8,413 shares; 2025Q4: 8,436 shares 8,436 $204K 0.02% +23 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350 $203K 0.02% new Timeline ZJUL 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,968 shares; 2025Q4: 6,968 shares 6,968 $203K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,520 shares; 2025Q2: 12,799 shares; 2025Q3: 12,218 shares; 2025Q4: 11,346 shares 11,346 $187K 0.02% -872 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 7,833 shares; 2025Q3: not reported; 2025Q4: 10,019 shares 10,019 $164K 0.02% new Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $152K 0.02% 0 Timeline