SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,577,187 shares; 2025Q1: 1,559,190 shares; 2025Q2: 1,583,013 shares; 2025Q3: 12,761 shares; 2025Q4: 1,564,367 shares 1,564,367 $41M 12.62% +1,551,606 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 608,109 shares; 2025Q1: 601,199 shares; 2025Q2: 602,557 shares; 2025Q3: 10,133 shares; 2025Q4: 597,832 shares 597,832 $17.7M 5.44% +587,699 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: restricted; 2024Q4: 107,918 shares; 2025Q1: 120,513 shares; 2025Q2: 129,691 shares; 2025Q3: 3,554 shares; 2025Q4: 196,072 shares 196,072 $10.3M 3.18% +192,518 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276,106 shares; 2025Q1: 262,358 shares; 2025Q2: 261,030 shares; 2025Q3: 10,993 shares; 2025Q4: 255,996 shares 255,996 $8.35M 2.57% +245,003 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,205 shares; 2025Q1: 179,280 shares; 2025Q2: 183,551 shares; 2025Q3: not reported; 2025Q4: 324,433 shares 324,433 $8.08M 2.48% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,203 shares; 2025Q1: 14,323 shares; 2025Q2: 14,687 shares; 2025Q3: 8,412 shares; 2025Q4: 15,961 shares 15,961 $7.72M 2.37% +7,549 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,619 shares; 2025Q1: 18,835 shares; 2025Q2: 19,352 shares; 2025Q3: 14,703 shares; 2025Q4: 19,442 shares 19,442 $6.09M 1.87% +4,739 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,875 shares; 2025Q1: 209,831 shares; 2025Q2: 206,863 shares; 2025Q3: 24 shares; 2025Q4: 195,396 shares 195,396 $5.88M 1.81% +195,372 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,738 shares; 2025Q1: 29,786 shares; 2025Q2: 29,936 shares; 2025Q3: not reported; 2025Q4: 30,216 shares 30,216 $5.79M 1.78% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,035 shares; 2025Q1: 5,915 shares; 2025Q2: 6,610 shares; 2025Q3: 1,239 shares; 2025Q4: 7,819 shares 7,819 $5.33M 1.64% +6,580 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,141 shares; 2025Q1: 19,181 shares; 2025Q2: 19,552 shares; 2025Q3: 14,957 shares; 2025Q4: 21,662 shares 21,662 $5M 1.54% +6,705 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,656 shares; 2025Q1: 166,047 shares; 2025Q2: 172,277 shares; 2025Q3: 4,448 shares; 2025Q4: 179,854 shares 179,854 $4.93M 1.52% +175,406 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,392 shares; 2025Q1: 16,397 shares; 2025Q2: 19,617 shares; 2025Q3: 4,002 shares; 2025Q4: 17,804 shares 17,804 $4.84M 1.49% +13,802 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,446 shares; 2025Q1: 117,973 shares; 2025Q2: 118,319 shares; 2025Q3: 80 shares; 2025Q4: 118,942 shares 118,942 $3.9M 1.2% +118,862 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: restricted; 2024Q4: 60,207 shares; 2025Q1: 60,176 shares; 2025Q2: 61,712 shares; 2025Q3: not reported; 2025Q4: 77,230 shares 77,230 $3.8M 1.17% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,442 shares; 2025Q1: 129,355 shares; 2025Q2: 129,798 shares; 2025Q3: 327 shares; 2025Q4: 151,832 shares 151,832 $3.65M 1.12% +151,505 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,159 shares; 2025Q1: 75,171 shares; 2025Q2: 77,215 shares; 2025Q3: not reported; 2025Q4: 80,791 shares 80,791 $3.58M 1.1% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,142 shares; 2025Q1: 5,112 shares; 2025Q2: 4,686 shares; 2025Q3: 3,815 shares; 2025Q4: 5,361 shares 5,361 $3.54M 1.09% +1,546 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,132 shares; 2025Q1: 19,782 shares; 2025Q2: 20,320 shares; 2025Q3: 190 shares; 2025Q4: 21,695 shares 21,695 $3.31M 1.02% +21,505 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,292 shares; 2025Q1: 33,219 shares; 2025Q2: 28,097 shares; 2025Q3: 22,694 shares; 2025Q4: 37,574 shares 37,574 $3.01M 0.93% +14,880 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,628 shares; 2025Q1: 13,201 shares; 2025Q2: 10,311 shares; 2025Q3: 1,675 shares; 2025Q4: 9,298 shares 9,298 $2.92M 0.9% +7,623 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,743 shares; 2025Q1: 10,292 shares; 2025Q2: 10,657 shares; 2025Q3: 9,577 shares; 2025Q4: 9,277 shares 9,277 $2.82M 0.87% -300 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,191 shares; 2025Q1: 2,066 shares; 2025Q2: 2,807 shares; 2025Q3: 3,325 shares; 2025Q4: 4,116 shares 4,116 $2.82M 0.87% +791 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,653 shares; 2025Q1: 24,878 shares; 2025Q2: 26,043 shares; 2025Q3: 26,546 shares; 2025Q4: 26,472 shares 26,472 $2.64M 0.81% -74 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,868 shares; 2025Q1: 12,588 shares; 2025Q2: 12,002 shares; 2025Q3: 4,063 shares; 2025Q4: 13,321 shares 13,321 $2.48M 0.76% +9,258 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: restricted; 2024Q4: 440 shares; 2025Q1: 425 shares; 2025Q2: 441 shares; 2025Q3: 470 shares; 2025Q4: 463 shares 463 $2.48M 0.76% -7 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,295 shares; 2025Q1: 7,991 shares; 2025Q2: 10,710 shares; 2025Q3: 9,653 shares; 2025Q4: 10,670 shares 10,670 $2.41M 0.74% +1,017 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,714 shares; 2025Q1: 45,664 shares; 2025Q2: 31,095 shares; 2025Q3: 17,621 shares; 2025Q4: 31,275 shares 31,275 $2.19M 0.67% +13,654 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: restricted; 2024Q4: 22,465 shares; 2025Q1: 22,467 shares; 2025Q2: 22,318 shares; 2025Q3: 4 shares; 2025Q4: 20,955 shares 20,955 $2.18M 0.67% +20,951 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,957 shares; 2025Q1: 23,470 shares; 2025Q2: 24,045 shares; 2025Q3: 2,365 shares; 2025Q4: 24,049 shares 24,049 $2.1M 0.64% +21,684 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,469 shares; 2025Q1: 48,176 shares; 2025Q2: 47,452 shares; 2025Q3: 9,188 shares; 2025Q4: 40,914 shares 40,914 $2.07M 0.64% +31,726 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,237 shares; 2025Q1: 2,877 shares; 2025Q2: 2,802 shares; 2025Q3: 380 shares; 2025Q4: 3,289 shares 3,289 $2.02M 0.62% +2,909 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,169 shares; 2025Q1: 19,592 shares; 2025Q2: 21,064 shares; 2025Q3: 24,792 shares; 2025Q4: 41,607 shares 41,607 $1.94M 0.6% +16,815 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,743 shares; 2025Q1: 5,589 shares; 2025Q2: 5,030 shares; 2025Q3: 4,667 shares; 2025Q4: 5,151 shares 5,151 $1.81M 0.56% +484 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,208 shares; 2025Q1: 4,290 shares; 2025Q2: 7,042 shares; 2025Q3: 7,209 shares; 2025Q4: 6,914 shares 6,914 $1.77M 0.55% -295 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,467 shares; 2025Q1: 14,221 shares; 2025Q2: 14,794 shares; 2025Q3: 15,430 shares; 2025Q4: 15,579 shares 15,579 $1.77M 0.55% +149 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,225 shares; 2025Q1: 46,125 shares; 2025Q2: 41,825 shares; 2025Q3: not reported; 2025Q4: 41,525 shares 41,525 $1.74M 0.53% new 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: restricted; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 33,900 shares; 2025Q3: not reported; 2025Q4: 41,000 shares 41,000 $1.71M 0.53% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,593 shares; 2025Q1: 20,678 shares; 2025Q2: 26,515 shares; 2025Q3: 1,460 shares; 2025Q4: 81,985 shares 81,985 $1.71M 0.53% +80,525 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,190 shares; 2025Q1: 42,940 shares; 2025Q2: 35,600 shares; 2025Q3: not reported; 2025Q4: 37,755 shares 37,755 $1.66M 0.51% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,544 shares; 2025Q1: 3,383 shares; 2025Q2: 2,759 shares; 2025Q3: 2,862 shares; 2025Q4: 2,855 shares 2,855 $1.63M 0.5% -7 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: restricted; 2024Q4: 47,566 shares; 2025Q1: 46,226 shares; 2025Q2: 41,151 shares; 2025Q3: not reported; 2025Q4: 37,211 shares 37,211 $1.63M 0.5% new Timeline MCBS METROCITY BANKSHARES INC More: the full row for METROCITY BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,500 shares; 2025Q1: 59,500 shares; 2025Q2: 59,500 shares; 2025Q3: not reported; 2025Q4: 59,500 shares 59,500 $1.58M 0.49% new Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,695 shares; 2025Q1: 38,651 shares; 2025Q2: 41,908 shares; 2025Q3: not reported; 2025Q4: 49,022 shares 49,022 $1.46M 0.45% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,844 shares; 2025Q1: 3,794 shares; 2025Q2: 3,957 shares; 2025Q3: 3,928 shares; 2025Q4: 4,030 shares 4,030 $1.41M 0.43% +102 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,016 shares; 2025Q1: 55,760 shares; 2025Q2: 55,146 shares; 2025Q3: 5,275 shares; 2025Q4: 48,508 shares 48,508 $1.38M 0.42% +43,233 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,763 shares; 2025Q1: 14,901 shares; 2025Q2: 17,092 shares; 2025Q3: 15,554 shares; 2025Q4: 20,912 shares 20,912 $1.31M 0.4% +5,358 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,815 shares; 2025Q1: 3,690 shares; 2025Q2: 3,799 shares; 2025Q3: 4,002 shares; 2025Q4: 4,749 shares 4,749 $1.26M 0.39% +747 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,899 shares; 2025Q1: 3,891 shares; 2025Q2: 3,379 shares; 2025Q3: 2,758 shares; 2025Q4: 3,915 shares 3,915 $1.26M 0.39% +1,157 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: restricted; 2024Q4: 14,703 shares; 2025Q1: 14,154 shares; 2025Q2: 14,559 shares; 2025Q3: 14,868 shares; 2025Q4: 14,469 shares 14,469 $1.22M 0.37% -399 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,152 shares; 2025Q1: 4,111 shares; 2025Q2: 3,936 shares; 2025Q3: 126 shares; 2025Q4: 4,112 shares 4,112 $1.22M 0.37% +3,986 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: restricted; 2024Q4: 20,697 shares; 2025Q1: 22,069 shares; 2025Q2: 22,435 shares; 2025Q3: 185 shares; 2025Q4: 23,356 shares 23,356 $1.16M 0.36% +23,171 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,580 shares; 2025Q1: 6,252 shares; 2025Q2: 3,884 shares; 2025Q3: 4,110 shares; 2025Q4: 6,230 shares 6,230 $1.16M 0.36% +2,120 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,215 shares; 2025Q1: 3,067 shares; 2025Q2: 4,715 shares; 2025Q3: 53 shares; 2025Q4: 3,989 shares 3,989 $1.14M 0.35% +3,936 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,318 shares; 2025Q1: 2,960 shares; 2025Q2: 3,752 shares; 2025Q3: 3,105 shares; 2025Q4: 3,219 shares 3,219 $1.08M 0.33% +114 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,664 shares; 2025Q1: 28,599 shares; 2025Q2: 28,545 shares; 2025Q3: 224 shares; 2025Q4: 29,374 shares 29,374 $1.06M 0.33% +29,150 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: restricted; 2024Q4: 24,000 shares; 2025Q1: 25,900 shares; 2025Q2: 25,400 shares; 2025Q3: not reported; 2025Q4: 25,730 shares 25,730 $1.05M 0.32% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,287 shares; 2025Q1: 12,211 shares; 2025Q2: 12,264 shares; 2025Q3: 1,365 shares; 2025Q4: 12,356 shares 12,356 $1.05M 0.32% +10,991 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 100 shares; 2025Q2: 7,601 shares; 2025Q3: 7,890 shares; 2025Q4: 7,698 shares 7,698 $1.04M 0.32% -192 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,157 shares; 2025Q1: 5,850 shares; 2025Q2: 5,848 shares; 2025Q3: 6,047 shares; 2025Q4: 5,956 shares 5,956 $1.02M 0.31% -91 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,896 shares; 2025Q1: 9,370 shares; 2025Q2: 10,699 shares; 2025Q3: 15,093 shares; 2025Q4: 16,680 shares 16,680 $1.01M 0.31% +1,587 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,133 shares; 2025Q1: 3,082 shares; 2025Q2: 2,632 shares; 2025Q3: 176 shares; 2025Q4: 3,961 shares 3,961 $1M 0.31% +3,785 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,039 shares; 2025Q1: 18,039 shares; 2025Q2: 25,139 shares; 2025Q3: not reported; 2025Q4: 25,236 shares 25,236 $999K 0.31% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,413 shares; 2025Q1: 3,274 shares; 2025Q2: 3,375 shares; 2025Q3: 3,439 shares; 2025Q4: 3,347 shares 3,347 $991K 0.3% -92 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,978 shares; 2025Q1: 7,456 shares; 2025Q2: 9,532 shares; 2025Q3: not reported; 2025Q4: 68,651 shares 68,651 $984K 0.3% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,591 shares; 2025Q1: 2,528 shares; 2025Q2: 2,881 shares; 2025Q3: 2,620 shares; 2025Q4: 2,801 shares 2,801 $980K 0.3% +181 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,412 shares; 2025Q1: 7,568 shares; 2025Q2: 7,968 shares; 2025Q3: 3,430 shares; 2025Q4: 8,281 shares 8,281 $971K 0.3% +4,851 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: restricted; 2024Q4: 3,738 shares; 2025Q1: 3,570 shares; 2025Q2: 3,611 shares; 2025Q3: 3,578 shares; 2025Q4: 3,754 shares 3,754 $927K 0.29% +176 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: restricted; 2024Q4: 1,176 shares; 2025Q1: 1,834 shares; 2025Q2: 2,233 shares; 2025Q3: 2,552 shares; 2025Q4: 4,366 shares 4,366 $926K 0.28% +1,814 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,660 shares; 2025Q1: 4,490 shares; 2025Q2: 2,632 shares; 2025Q3: 2,732 shares; 2025Q4: 2,691 shares 2,691 $909K 0.28% -41 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: 1,002 shares; 2025Q2: 1,272 shares; 2025Q3: 737 shares; 2025Q4: 1,415 shares 1,415 $887K 0.27% +678 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,266 shares; 2025Q1: 19,801 shares; 2025Q2: 20,287 shares; 2025Q3: 6,286 shares; 2025Q4: 21,026 shares 21,026 $856K 0.26% +14,740 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: restricted; 2024Q4: 12,229 shares; 2025Q1: 11,708 shares; 2025Q2: 11,509 shares; 2025Q3: not reported; 2025Q4: 10,700 shares 10,700 $854K 0.26% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,702 shares; 2025Q1: 9,209 shares; 2025Q2: 9,627 shares; 2025Q3: 10,104 shares; 2025Q4: 9,898 shares 9,898 $854K 0.26% -206 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,494 shares; 2025Q1: 1,570 shares; 2025Q2: 1,631 shares; 2025Q3: 765 shares; 2025Q4: 1,698 shares 1,698 $853K 0.26% +933 Timeline EJUL 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: restricted; 2024Q4: 17,332 shares; 2025Q1: 17,232 shares; 2025Q2: 17,232 shares; 2025Q3: not reported; 2025Q4: 28,643 shares 28,643 $849K 0.26% new 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: restricted; 2024Q4: 8,335 shares; 2025Q1: 8,606 shares; 2025Q2: 10,343 shares; 2025Q3: 10,963 shares; 2025Q4: 11,413 shares 11,413 $845K 0.26% +450 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,608 shares; 2025Q1: 7,686 shares; 2025Q2: 7,864 shares; 2025Q3: 8,171 shares; 2025Q4: 8,957 shares 8,957 $835K 0.26% +786 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,268 shares; 2025Q3: 8,203 shares; 2025Q4: 9,302 shares 9,302 $767K 0.24% +1,099 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,151 shares; 2025Q1: 4,476 shares; 2025Q2: 5,892 shares; 2025Q3: 3,231 shares; 2025Q4: 6,303 shares 6,303 $758K 0.23% +3,072 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: restricted; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 118 shares; 2025Q3: 11,929 shares; 2025Q4: 11,932 shares 11,932 $757K 0.23% +3 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,433 shares; 2025Q1: 11,561 shares; 2025Q2: 10,872 shares; 2025Q3: 152 shares; 2025Q4: 12,832 shares 12,832 $740K 0.23% +12,680 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,329 shares; 2025Q1: 12,567 shares; 2025Q2: 13,038 shares; 2025Q3: 6,370 shares; 2025Q4: 13,414 shares 13,414 $738K 0.23% +7,044 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: restricted; 2024Q4: 4,562 shares; 2025Q1: 4,851 shares; 2025Q2: 4,444 shares; 2025Q3: 4,954 shares; 2025Q4: 5,974 shares 5,974 $736K 0.23% +1,020 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: restricted; 2024Q4: 19,540 shares; 2025Q1: 17,970 shares; 2025Q2: 16,970 shares; 2025Q3: not reported; 2025Q4: 16,395 shares 16,395 $709K 0.22% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,187 shares; 2025Q1: 2,140 shares; 2025Q2: 2,027 shares; 2025Q3: 464 shares; 2025Q4: 2,047 shares 2,047 $704K 0.22% +1,583 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,191 shares; 2025Q1: 3,064 shares; 2025Q2: 5,182 shares; 2025Q3: 7,333 shares; 2025Q4: 10,342 shares 10,342 $695K 0.21% +3,009 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,576 shares; 2025Q1: 7,547 shares; 2025Q2: 5,733 shares; 2025Q3: not reported; 2025Q4: 8,814 shares 8,814 $682K 0.21% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,851 shares; 2025Q1: 8,857 shares; 2025Q2: 7,430 shares; 2025Q3: 11 shares; 2025Q4: 15,124 shares 15,124 $672K 0.21% +15,113 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: restricted; 2024Q4: 1,733 shares; 2025Q1: 2,595 shares; 2025Q2: 3,148 shares; 2025Q3: 3,427 shares; 2025Q4: 6,945 shares 6,945 $661K 0.2% +3,518 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,276 shares; 2025Q1: 8,588 shares; 2025Q2: 9,039 shares; 2025Q3: 9,313 shares; 2025Q4: 8,902 shares 8,902 $660K 0.2% -411 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,494 shares; 2025Q1: 3,493 shares; 2025Q2: 3,728 shares; 2025Q3: 3,098 shares; 2025Q4: 4,097 shares 4,097 $657K 0.2% +999 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,963 shares; 2025Q1: 1,980 shares; 2025Q2: 1,981 shares; 2025Q3: 1,739 shares; 2025Q4: 4,560 shares 4,560 $656K 0.2% +2,821 Timeline KOCT 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: restricted; 2024Q4: 19,750 shares; 2025Q1: 19,650 shares; 2025Q2: 18,500 shares; 2025Q3: not reported; 2025Q4: 18,600 shares 18,600 $626K 0.19% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,485 shares; 2025Q1: 25,630 shares; 2025Q2: 25,407 shares; 2025Q3: 24 shares; 2025Q4: 22,412 shares 22,412 $603K 0.19% +22,388 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,554 shares; 2025Q1: 15,224 shares; 2025Q2: 15,792 shares; 2025Q3: 15,969 shares; 2025Q4: 15,588 shares 15,588 $602K 0.19% -381 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 8,982 shares 8,982 $596K 0.18% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 1,246 shares; 2025Q2: 938 shares; 2025Q3: 4 shares; 2025Q4: 1,442 shares 1,442 $595K 0.18% +1,438 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 1,158 shares; 2025Q2: 1,078 shares; 2025Q3: 740 shares; 2025Q4: 1,210 shares 1,210 $590K 0.18% +470 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: restricted; 2024Q4: 1,799 shares; 2025Q1: 1,928 shares; 2025Q2: 2,080 shares; 2025Q3: 2,220 shares; 2025Q4: 2,267 shares 2,267 $585K 0.18% +47 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,142 shares; 2025Q1: 2,845 shares; 2025Q2: 2,844 shares; 2025Q3: 789 shares; 2025Q4: 2,818 shares 2,818 $583K 0.18% +2,029 Timeline EJAN 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: restricted; 2024Q4: 9,209 shares; 2025Q1: 9,109 shares; 2025Q2: 12,111 shares; 2025Q3: not reported; 2025Q4: 16,685 shares 16,685 $564K 0.17% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,059 shares; 2025Q1: 6,059 shares; 2025Q2: 6,362 shares; 2025Q3: not reported; 2025Q4: 6,274 shares 6,274 $562K 0.17% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,513 shares; 2025Q1: 1,544 shares; 2025Q2: 1,164 shares; 2025Q3: 344 shares; 2025Q4: 1,582 shares 1,582 $548K 0.17% +1,238 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,554 shares; 2025Q1: 4,450 shares; 2025Q2: 6,973 shares; 2025Q3: 7,177 shares; 2025Q4: 7,505 shares 7,505 $536K 0.16% +328 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: restricted; 2024Q4: 12 shares; 2025Q1: 358 shares; 2025Q2: 559 shares; 2025Q3: 1,382 shares; 2025Q4: 1,553 shares 1,553 $533K 0.16% +171 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,359 shares; 2025Q1: 1,411 shares; 2025Q2: 1,416 shares; 2025Q3: 1,525 shares; 2025Q4: 1,823 shares 1,823 $529K 0.16% +298 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,596 shares; 2025Q1: 2,722 shares; 2025Q2: 2,669 shares; 2025Q3: 2,265 shares; 2025Q4: 2,492 shares 2,492 $526K 0.16% +227 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,008 shares; 2025Q1: 1,939 shares; 2025Q2: 1,999 shares; 2025Q3: 1,958 shares; 2025Q4: 1,967 shares 1,967 $516K 0.16% +9 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 634 shares; 2025Q1: 1,869 shares; 2025Q2: 2,025 shares; 2025Q3: 1,676 shares; 2025Q4: 2,696 shares 2,696 $515K 0.16% +1,020 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: restricted; 2024Q4: 20,362 shares; 2025Q1: 16,775 shares; 2025Q2: 15,919 shares; 2025Q3: 14,071 shares; 2025Q4: 11,143 shares 11,143 $513K 0.16% -2,928 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,312 shares; 2025Q1: 2,248 shares; 2025Q2: 2,272 shares; 2025Q3: 2,301 shares; 2025Q4: 2,252 shares 2,252 $503K 0.15% -49 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: restricted; 2024Q4: 196 shares; 2025Q1: 1,375 shares; 2025Q2: 2,332 shares; 2025Q3: 3,724 shares; 2025Q4: 4,865 shares 4,865 $495K 0.15% +1,141 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,332 shares; 2025Q1: 1,001 shares; 2025Q2: 1,016 shares; 2025Q3: 494 shares; 2025Q4: 1,098 shares 1,098 $494K 0.15% +604 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: not reported; 2025Q4: 5,155 shares 5,155 $487K 0.15% new 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: restricted; 2024Q4: 3,584 shares; 2025Q1: 7,257 shares; 2025Q2: 7,372 shares; 2025Q3: 6,240 shares; 2025Q4: 9,016 shares 9,016 $485K 0.15% +2,776 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,606 shares; 2025Q1: 1,671 shares; 2025Q2: 2,021 shares; 2025Q3: 2,286 shares; 2025Q4: 2,497 shares 2,497 $485K 0.15% +211 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 866 shares; 2025Q1: 871 shares; 2025Q2: 2,711 shares; 2025Q3: 341 shares; 2025Q4: 3,119 shares 3,119 $481K 0.15% +2,778 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,838 shares; 2025Q1: 2,964 shares; 2025Q2: 2,988 shares; 2025Q3: 2,458 shares; 2025Q4: 3,102 shares 3,102 $480K 0.15% +644 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,156 shares; 2025Q1: 9,975 shares; 2025Q2: 10,063 shares; 2025Q3: 10,059 shares; 2025Q4: 10,035 shares 10,035 $480K 0.15% -24 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,933 shares; 2025Q1: 3,297 shares; 2025Q2: 3,642 shares; 2025Q3: 3,878 shares; 2025Q4: 3,689 shares 3,689 $476K 0.15% -189 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,561 shares; 2025Q1: 3,261 shares; 2025Q2: 3,158 shares; 2025Q3: 176 shares; 2025Q4: 3,289 shares 3,289 $471K 0.14% +3,113 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,980 shares; 2025Q1: 3,674 shares; 2025Q2: 3,867 shares; 2025Q3: 3,858 shares; 2025Q4: 3,586 shares 3,586 $454K 0.14% -272 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 986 shares; 2025Q2: 936 shares; 2025Q3: 410 shares; 2025Q4: 952 shares 952 $449K 0.14% +542 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: restricted; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 3,500 shares; 2025Q3: not reported; 2025Q4: 5,795 shares 5,795 $442K 0.14% 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: restricted; 2024Q4: 4,252 shares; 2025Q1: 1,638 shares; 2025Q2: 4,204 shares; 2025Q3: 188 shares; 2025Q4: 5,726 shares 5,726 $441K 0.14% +5,538 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 4,275 shares; 2025Q3: not reported; 2025Q4: 4,314 shares 4,314 $440K 0.14% new 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: restricted; 2024Q4: 1,819 shares; 2025Q1: 1,857 shares; 2025Q2: 1,993 shares; 2025Q3: 1,981 shares; 2025Q4: 1,953 shares 1,953 $439K 0.13% -28 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,038 shares; 2025Q1: 11,968 shares; 2025Q2: 12,275 shares; 2025Q3: 12,253 shares; 2025Q4: 14,565 shares 14,565 $435K 0.13% +2,312 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: restricted; 2024Q4: 2,318 shares; 2025Q1: 2,277 shares; 2025Q2: 2,474 shares; 2025Q3: 1,865 shares; 2025Q4: 1,876 shares 1,876 $412K 0.13% +11 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,705 shares; 2025Q1: 3,240 shares; 2025Q2: 3,197 shares; 2025Q3: 1,398 shares; 2025Q4: 3,787 shares 3,787 $404K 0.12% +2,389 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,516 shares; 2025Q1: 1,544 shares; 2025Q2: 1,186 shares; 2025Q3: 460 shares; 2025Q4: 2,752 shares 2,752 $403K 0.12% +2,292 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,090 shares; 2025Q1: 1,067 shares; 2025Q2: 852 shares; 2025Q3: 141 shares; 2025Q4: 893 shares 893 $397K 0.12% +752 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,528 shares; 2025Q1: 3,492 shares; 2025Q2: 3,605 shares; 2025Q3: 3,667 shares; 2025Q4: 4,127 shares 4,127 $396K 0.12% +460 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,693 shares; 2025Q1: 3,912 shares; 2025Q2: 4,283 shares; 2025Q3: 412 shares; 2025Q4: 4,332 shares 4,332 $396K 0.12% +3,920 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,152 shares; 2025Q1: 2,167 shares; 2025Q2: 2,140 shares; 2025Q3: 609 shares; 2025Q4: 2,231 shares 2,231 $388K 0.12% +1,622 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 2,545 shares; 2025Q2: 3,055 shares; 2025Q3: not reported; 2025Q4: 2,934 shares 2,934 $386K 0.12% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 923 shares; 2025Q1: 490 shares; 2025Q2: 1,297 shares; 2025Q3: 473 shares; 2025Q4: 15,902 shares 15,902 $386K 0.12% +15,429 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,977 shares; 2025Q1: 6,145 shares; 2025Q2: 6,391 shares; 2025Q3: 3,646 shares; 2025Q4: 6,731 shares 6,731 $382K 0.12% +3,085 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,204 shares; 2025Q1: 1,160 shares; 2025Q2: 1,235 shares; 2025Q3: 121 shares; 2025Q4: 1,235 shares 1,235 $380K 0.12% +1,114 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: restricted; 2024Q4: 7,184 shares; 2025Q1: 7,026 shares; 2025Q2: 7,049 shares; 2025Q3: 6,999 shares; 2025Q4: 7,564 shares 7,564 $371K 0.11% +565 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,712 shares; 2025Q1: 4,388 shares; 2025Q2: 4,415 shares; 2025Q3: 56 shares; 2025Q4: 4,516 shares 4,516 $371K 0.11% +4,460 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,400 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: not reported; 2025Q4: 7,834 shares 7,834 $368K 0.11% new 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: restricted; 2024Q4: 2,386 shares; 2025Q1: 3,214 shares; 2025Q2: 2,922 shares; 2025Q3: 2,666 shares; 2025Q4: 4,441 shares 4,441 $360K 0.11% +1,775 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,288 shares; 2025Q1: 6,142 shares; 2025Q2: 5,954 shares; 2025Q3: 5,275 shares; 2025Q4: 4,288 shares 4,288 $355K 0.11% -987 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: restricted; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 3,040 shares; 2025Q3: 4,402 shares; 2025Q4: 7,085 shares 7,085 $354K 0.11% +2,683 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 252 shares; 2025Q2: 254 shares; 2025Q3: not reported; 2025Q4: 5,446 shares 5,446 $353K 0.11% new 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: restricted; 2024Q4: 4,256 shares; 2025Q1: 4,257 shares; 2025Q2: 4,258 shares; 2025Q3: not reported; 2025Q4: 4,236 shares 4,236 $349K 0.11% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,256 shares; 2025Q1: 16,684 shares; 2025Q2: 13,267 shares; 2025Q3: 6,691 shares; 2025Q4: 13,623 shares 13,623 $339K 0.1% +6,932 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 671 shares; 2025Q2: 610 shares; 2025Q3: 21 shares; 2025Q4: 540 shares 540 $332K 0.1% +519 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,900 shares; 2025Q1: 7,660 shares; 2025Q2: 7,560 shares; 2025Q3: not reported; 2025Q4: 7,360 shares 7,360 $331K 0.1% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,281 shares; 2025Q1: 6,573 shares; 2025Q2: 6,392 shares; 2025Q3: 494 shares; 2025Q4: 5,836 shares 5,836 $329K 0.1% +5,342 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,909 shares; 2025Q1: 55,379 shares; 2025Q2: 57,211 shares; 2025Q3: 58,990 shares; 2025Q4: 61,945 shares 61,945 $328K 0.1% +2,955 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,405 shares; 2025Q1: 2,391 shares; 2025Q2: 3,331 shares; 2025Q3: 3,765 shares; 2025Q4: 4,034 shares 4,034 $326K 0.1% +269 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 1,896 shares; 2025Q2: 1,928 shares; 2025Q3: 2,456 shares; 2025Q4: 3,249 shares 3,249 $324K 0.1% +793 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: restricted; 2024Q4: 2,030 shares; 2025Q1: 2,460 shares; 2025Q2: 2,517 shares; 2025Q3: 2,816 shares; 2025Q4: 1,630 shares 1,630 $324K 0.1% -1,186 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,309 shares; 2025Q1: 3,088 shares; 2025Q2: 2,527 shares; 2025Q3: 161 shares; 2025Q4: 2,621 shares 2,621 $319K 0.1% +2,460 Timeline PSTP 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: restricted; 2024Q4: 8,102 shares; 2025Q1: 8,102 shares; 2025Q2: 8,102 shares; 2025Q3: not reported; 2025Q4: 9,000 shares 9,000 $318K 0.1% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,078 shares; 2025Q1: 966 shares; 2025Q2: 854 shares; 2025Q3: 728 shares; 2025Q4: 805 shares 805 $317K 0.1% +77 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,612 shares; 2025Q1: 1,593 shares; 2025Q2: 1,449 shares; 2025Q3: 254 shares; 2025Q4: 1,374 shares 1,374 $314K 0.1% +1,120 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,872 shares; 2025Q1: 5,772 shares; 2025Q2: 5,841 shares; 2025Q3: 5,528 shares; 2025Q4: 5,720 shares 5,720 $313K 0.1% +192 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 1,190 shares; 2025Q2: 2,070 shares; 2025Q3: 1,870 shares; 2025Q4: 5,440 shares 5,440 $311K 0.1% +3,570 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 576 shares; 2025Q1: 603 shares; 2025Q2: 651 shares; 2025Q3: 759 shares; 2025Q4: 1,238 shares 1,238 $310K 0.1% +479 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,419 shares; 2025Q1: 2,336 shares; 2025Q2: 2,339 shares; 2025Q3: 2,396 shares; 2025Q4: 2,435 shares 2,435 $308K 0.09% +39 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 599 shares; 2025Q2: 1,296 shares; 2025Q3: not reported; 2025Q4: 3,368 shares 3,368 $308K 0.09% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,344 shares; 2025Q1: 5,290 shares; 2025Q2: 5,811 shares; 2025Q3: 5,103 shares; 2025Q4: 6,115 shares 6,115 $301K 0.09% +1,012 Timeline QQXL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 6,902 shares 6,902 $298K 0.09% +6,767 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,189 shares; 2025Q1: 2,195 shares; 2025Q2: 2,097 shares; 2025Q3: 139 shares; 2025Q4: 2,088 shares 2,088 $294K 0.09% +1,949 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,083 shares; 2025Q1: 12,236 shares; 2025Q2: 12,009 shares; 2025Q3: 3,210 shares; 2025Q4: 11,838 shares 11,838 $294K 0.09% +8,628 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,825 shares; 2025Q1: 11,825 shares; 2025Q2: 11,825 shares; 2025Q3: not reported; 2025Q4: 11,825 shares 11,825 $293K 0.09% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: 170 shares; 2025Q2: 186 shares; 2025Q3: 33 shares; 2025Q4: 271 shares 271 $292K 0.09% +238 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: 313 shares; 2025Q2: 309 shares; 2025Q3: 255 shares; 2025Q4: 271 shares 271 $290K 0.09% +16 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: restricted; 2024Q4: 1,829 shares; 2025Q1: 1,783 shares; 2025Q2: 1,731 shares; 2025Q3: 3,146 shares; 2025Q4: 4,364 shares 4,364 $290K 0.09% +1,218 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,191 shares; 2025Q1: 4,139 shares; 2025Q2: 5,444 shares; 2025Q3: 5,137 shares; 2025Q4: 12,574 shares 12,574 $290K 0.09% +7,437 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 448 shares; 2025Q2: 452 shares; 2025Q3: 137 shares; 2025Q4: 505 shares 505 $289K 0.09% +368 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,544 shares; 2025Q1: 2,231 shares; 2025Q2: 2,087 shares; 2025Q3: 344 shares; 2025Q4: 1,997 shares 1,997 $287K 0.09% +1,653 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,404 shares; 2025Q1: 3,058 shares; 2025Q2: 2,945 shares; 2025Q3: not reported; 2025Q4: 3,171 shares 3,171 $285K 0.09% new Timeline VCRB 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: restricted; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 2,725 shares; 2025Q3: 3,226 shares; 2025Q4: 3,619 shares 3,619 $282K 0.09% +393 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: restricted; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 4,752 shares; 2025Q3: 6,420 shares; 2025Q4: 7,236 shares 7,236 $279K 0.09% +816 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,622 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares 3,634 $279K 0.09% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 527 shares; 2025Q1: 478 shares; 2025Q2: 389 shares; 2025Q3: 238 shares; 2025Q4: 363 shares 363 $274K 0.08% +125 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: restricted; 2024Q4: 1,874 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,788 shares; 2025Q4: 1,881 shares 1,881 $270K 0.08% +93 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,877 shares; 2025Q1: 3,251 shares; 2025Q2: 3,265 shares; 2025Q3: 3,672 shares; 2025Q4: 5,575 shares 5,575 $269K 0.08% +1,903 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: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 2,165 shares; 2025Q3: 6,995 shares; 2025Q4: 8,043 shares 8,043 $268K 0.08% +1,048 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 297 shares; 2025Q3: 6 shares; 2025Q4: 293 shares 293 $257K 0.08% +287 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,249 shares; 2025Q1: 1,856 shares; 2025Q2: 2,528 shares; 2025Q3: 2,291 shares; 2025Q4: 2,394 shares 2,394 $256K 0.08% +103 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,590 shares; 2025Q1: 5,890 shares; 2025Q2: 6,890 shares; 2025Q3: not reported; 2025Q4: 6,490 shares 6,490 $254K 0.08% new Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 627 shares; 2025Q2: 883 shares; 2025Q3: not reported; 2025Q4: 3,705 shares 3,705 $254K 0.08% new 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: restricted; 2024Q4: 1,905 shares; 2025Q1: 1,858 shares; 2025Q2: 1,560 shares; 2025Q3: 15 shares; 2025Q4: 1,510 shares 1,510 $252K 0.08% +1,495 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,400 shares; 2025Q3: not reported; 2025Q4: 5,400 shares 5,400 $251K 0.08% new Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,824 shares; 2025Q1: 1,803 shares; 2025Q2: 1,775 shares; 2025Q3: 1,590 shares; 2025Q4: 1,565 shares 1,565 $240K 0.07% -25 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,057 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,066 shares; 2025Q4: 1,333 shares 1,333 $234K 0.07% +267 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 540 shares; 2025Q2: 538 shares; 2025Q3: 154 shares; 2025Q4: 583 shares 583 $231K 0.07% +429 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,740 shares; 2025Q1: 7,903 shares; 2025Q2: 9,564 shares; 2025Q3: 9,301 shares; 2025Q4: 8,616 shares 8,616 $230K 0.07% -685 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: restricted; 2024Q4: 6,619 shares; 2025Q1: 6,541 shares; 2025Q2: 6,423 shares; 2025Q3: not reported; 2025Q4: 5,637 shares 5,637 $228K 0.07% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 735 shares; 2025Q1: 694 shares; 2025Q2: 636 shares; 2025Q3: 610 shares; 2025Q4: 695 shares 695 $227K 0.07% +85 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 498 shares; 2025Q1: 497 shares; 2025Q2: 502 shares; 2025Q3: 79 shares; 2025Q4: 612 shares 612 $226K 0.07% +533 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: not reported; 2025Q4: 5,200 shares 5,200 $226K 0.07% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 656 shares; 2025Q2: 643 shares; 2025Q3: 656 shares; 2025Q4: 662 shares 662 $225K 0.07% +6 Timeline FDCF 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: restricted; 2024Q4: 3,842 shares; 2025Q1: 4,007 shares; 2025Q2: 4,432 shares; 2025Q3: 5,150 shares; 2025Q4: 4,674 shares 4,674 $225K 0.07% -476 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 163 shares; 2025Q2: 153 shares; 2025Q3: 112 shares; 2025Q4: 260 shares 260 $224K 0.07% +148 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 196 shares; 2025Q2: 226 shares; 2025Q3: 187 shares; 2025Q4: 2,379 shares 2,379 $223K 0.07% +2,192 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 748 shares; 2025Q2: 865 shares; 2025Q3: 249 shares; 2025Q4: 724 shares 724 $221K 0.07% +475 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 2,188 shares; 2025Q3: 2,142 shares; 2025Q4: 2,902 shares 2,902 $214K 0.07% +760 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,667 shares; 2025Q1: 1,677 shares; 2025Q2: 1,219 shares; 2025Q3: 831 shares; 2025Q4: 1,126 shares 1,126 $208K 0.06% +295 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,454 shares; 2025Q1: 1,954 shares; 2025Q2: 1,412 shares; 2025Q3: 1,076 shares; 2025Q4: 1,859 shares 1,859 $207K 0.06% +783 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,297 shares; 2025Q1: 8,084 shares; 2025Q2: 7,428 shares; 2025Q3: 6,493 shares; 2025Q4: 4,968 shares 4,968 $206K 0.06% -1,525 Timeline ASCI ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,868 shares 5,868 $202K 0.06% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 504 shares; 2025Q1: 507 shares; 2025Q2: 510 shares; 2025Q3: not reported; 2025Q4: 7,794 shares 7,794 $201K 0.06% 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: restricted; 2024Q4: 11,375 shares; 2025Q1: 12,676 shares; 2025Q2: 4,976 shares; 2025Q3: 3,752 shares; 2025Q4: 2,372 shares 2,372 $201K 0.06% -1,380 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,116 shares; 2025Q1: 3,984 shares; 2025Q2: 3,970 shares; 2025Q3: 4,086 shares; 2025Q4: 2,149 shares 2,149 $199K 0.06% -1,937 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: 1,622 shares; 2025Q2: 1,623 shares; 2025Q3: 1,700 shares; 2025Q4: 1,873 shares 1,873 $198K 0.06% +173 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 257 shares 257 $197K 0.06% +256 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 653 shares; 2025Q1: 689 shares; 2025Q2: 788 shares; 2025Q3: 162 shares; 2025Q4: 1,106 shares 1,106 $197K 0.06% +944 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,497 shares; 2025Q1: 5,402 shares; 2025Q2: 5,402 shares; 2025Q3: not reported; 2025Q4: 5,754 shares 5,754 $196K 0.06% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 523 shares; 2025Q1: 1,018 shares; 2025Q2: 1,372 shares; 2025Q3: 997 shares; 2025Q4: 2,016 shares 2,016 $194K 0.06% +1,019 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,038 shares; 2025Q1: 1,123 shares; 2025Q2: 1,243 shares; 2025Q3: 702 shares; 2025Q4: 1,649 shares 1,649 $192K 0.06% +947 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,714 shares; 2025Q1: 6,718 shares; 2025Q2: 6,768 shares; 2025Q3: 5,367 shares; 2025Q4: 7,844 shares 7,844 $191K 0.06% +2,477 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,767 shares; 2025Q1: 1,876 shares; 2025Q2: 1,900 shares; 2025Q3: not reported; 2025Q4: 4,952 shares 4,952 $190K 0.06% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,485 shares; 2025Q1: 1,455 shares; 2025Q2: 1,456 shares; 2025Q3: 1,507 shares; 2025Q4: 1,541 shares 1,541 $189K 0.06% +34 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,885 shares; 2025Q1: 2,192 shares; 2025Q2: 2,013 shares; 2025Q3: 1,302 shares; 2025Q4: 1,840 shares 1,840 $183K 0.06% +538 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: restricted; 2024Q4: 2,953 shares; 2025Q1: 4,600 shares; 2025Q2: 2,645 shares; 2025Q3: 1,615 shares; 2025Q4: 2,237 shares 2,237 $176K 0.05% +622 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,945 shares; 2025Q1: 4,339 shares; 2025Q2: 4,388 shares; 2025Q3: 1,470 shares; 2025Q4: 5,016 shares 5,016 $174K 0.05% +3,546 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,651 shares 2,651 $173K 0.05% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 175 shares; 2025Q2: 2,810 shares; 2025Q3: not reported; 2025Q4: 2,951 shares 2,951 $172K 0.05% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,732 shares; 2025Q1: 2,645 shares; 2025Q2: 2,648 shares; 2025Q3: 2,244 shares; 2025Q4: 2,837 shares 2,837 $170K 0.05% +593 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: restricted; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares; 2025Q4: 3,484 shares 3,484 $167K 0.05% 0 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,839 shares 1,839 $165K 0.05% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: not reported; 2025Q4: 1,438 shares 1,438 $165K 0.05% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,024 shares; 2025Q1: 4,029 shares; 2025Q2: 4,064 shares; 2025Q3: 605 shares; 2025Q4: 4,153 shares 4,153 $164K 0.05% +3,548 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 645 shares; 2025Q1: 621 shares; 2025Q2: 780 shares; 2025Q3: 1,005 shares; 2025Q4: 1,045 shares 1,045 $164K 0.05% +40 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,399 shares; 2025Q1: 2,924 shares; 2025Q2: 2,925 shares; 2025Q3: not reported; 2025Q4: 2,926 shares 2,926 $162K 0.05% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,725 shares; 2025Q1: 2,791 shares; 2025Q2: 2,830 shares; 2025Q3: not reported; 2025Q4: 4,742 shares 4,742 $160K 0.05% new 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: restricted; 2024Q4: 971 shares; 2025Q1: 1,234 shares; 2025Q2: 2,065 shares; 2025Q3: 1,334 shares; 2025Q4: 2,673 shares 2,673 $160K 0.05% +1,339 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 103 shares; 2025Q3: 102 shares; 2025Q4: 2,964 shares 2,964 $159K 0.05% +2,862 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 355 shares; 2025Q2: 353 shares; 2025Q3: 611 shares; 2025Q4: 1,606 shares 1,606 $158K 0.05% +995 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 589 shares; 2025Q2: 639 shares; 2025Q3: not reported; 2025Q4: 967 shares 967 $157K 0.05% new 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: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,286 shares; 2025Q2: 1,307 shares; 2025Q3: 1,248 shares; 2025Q4: 1,935 shares 1,935 $154K 0.05% +687 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,821 shares; 2025Q3: 100 shares; 2025Q4: 3,821 shares 3,821 $151K 0.05% +3,721 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,019 shares; 2025Q4: 9,240 shares 9,240 $149K 0.05% +221 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,532 shares; 2025Q2: 1,668 shares; 2025Q3: 200 shares; 2025Q4: 2,542 shares 2,542 $148K 0.05% +2,342 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: not reported; 2025Q4: 1,786 shares 1,786 $148K 0.05% new 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: restricted; 2024Q4: 402 shares; 2025Q1: 469 shares; 2025Q2: 500 shares; 2025Q3: 425 shares; 2025Q4: 540 shares 540 $146K 0.05% +115 Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $146K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: 673 shares 673 $144K 0.04% +111 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 683 shares; 2025Q1: 807 shares; 2025Q2: 901 shares; 2025Q3: 821 shares; 2025Q4: 1,015 shares 1,015 $140K 0.04% +194 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 839 shares; 2025Q1: 821 shares; 2025Q2: 858 shares; 2025Q3: 407 shares; 2025Q4: 715 shares 715 $139K 0.04% +308 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,439 shares; 2025Q1: 1,927 shares; 2025Q2: 2,329 shares; 2025Q3: 2,498 shares; 2025Q4: 2,956 shares 2,956 $139K 0.04% +458 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 1,608 shares; 2025Q2: 2,417 shares; 2025Q3: 2,305 shares; 2025Q4: 2,964 shares 2,964 $139K 0.04% +659 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,780 shares; 2025Q3: 1,821 shares; 2025Q4: 2,045 shares 2,045 $138K 0.04% +224 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,465 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: not reported; 2025Q4: 6,100 shares 6,100 $137K 0.04% new Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 5,600 shares; 2025Q2: 6,100 shares; 2025Q3: not reported; 2025Q4: 13,410 shares 13,410 $137K 0.04% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,013 shares; 2025Q1: 688 shares; 2025Q2: 686 shares; 2025Q3: 709 shares; 2025Q4: 783 shares 783 $136K 0.04% +74 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: restricted; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 72 shares; 2025Q4: 1,272 shares 1,272 $134K 0.04% +1,200 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 799 shares; 2025Q1: 797 shares; 2025Q2: 798 shares; 2025Q3: 19 shares; 2025Q4: 673 shares 673 $132K 0.04% +654 Timeline NVIR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,727 shares; 2025Q1: 3,115 shares; 2025Q2: 4,102 shares; 2025Q3: 4,576 shares; 2025Q4: 3,968 shares 3,968 $130K 0.04% -608 Timeline NULV 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: restricted; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 2,874 shares 2,874 $129K 0.04% -223 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,164 shares; 2025Q1: 2,170 shares; 2025Q2: 1,432 shares; 2025Q3: 259 shares; 2025Q4: 1,458 shares 1,458 $129K 0.04% +1,199 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,693 shares; 2025Q1: 7,093 shares; 2025Q2: 6,093 shares; 2025Q3: not reported; 2025Q4: 13,001 shares 13,001 $129K 0.04% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 2,742 shares; 2025Q3: not reported; 2025Q4: 2,815 shares 2,815 $128K 0.04% new 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: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $127K 0.04% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: 350 shares; 2025Q2: 354 shares; 2025Q3: 259 shares; 2025Q4: 601 shares 601 $127K 0.04% +342 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 755 shares; 2025Q1: 756 shares; 2025Q2: 757 shares; 2025Q3: 136 shares; 2025Q4: 1,097 shares 1,097 $127K 0.04% +961 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 537 shares; 2025Q1: 680 shares; 2025Q2: 711 shares; 2025Q3: 726 shares; 2025Q4: 791 shares 791 $126K 0.04% +65 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: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,390 shares; 2025Q4: 2,666 shares 2,666 $124K 0.04% +1,276 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,192 shares; 2025Q1: 3,205 shares; 2025Q2: 2,625 shares; 2025Q3: not reported; 2025Q4: 2,360 shares 2,360 $123K 0.04% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,425 shares; 2025Q1: 5,069 shares; 2025Q2: 5,049 shares; 2025Q3: 3,339 shares; 2025Q4: 4,215 shares 4,215 $121K 0.04% +876 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 622 shares; 2025Q1: 322 shares; 2025Q2: 272 shares; 2025Q3: not reported; 2025Q4: 337 shares 337 $121K 0.04% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 653 shares; 2025Q2: 250 shares; 2025Q3: 12 shares; 2025Q4: 276 shares 276 $119K 0.04% +264 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,535 shares; 2025Q1: 2,535 shares; 2025Q2: 2,285 shares; 2025Q3: 1,635 shares; 2025Q4: 2,285 shares 2,285 $119K 0.04% +650 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,513 shares; 2025Q1: 1,634 shares; 2025Q2: 1,718 shares; 2025Q3: 1,814 shares; 2025Q4: 2,490 shares 2,490 $119K 0.04% +676 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: restricted; 2024Q4: 173 shares; 2025Q1: 290 shares; 2025Q2: 327 shares; 2025Q3: 321 shares; 2025Q4: 352 shares 352 $119K 0.04% +31 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,877 shares; 2025Q1: 11,083 shares; 2025Q2: 7,693 shares; 2025Q3: not reported; 2025Q4: 5,076 shares 5,076 $118K 0.04% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 54 shares; 2025Q2: 53 shares; 2025Q3: 56 shares; 2025Q4: 97 shares 97 $118K 0.04% +41 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,164 shares; 2025Q2: 1,107 shares; 2025Q3: 97 shares; 2025Q4: 934 shares 934 $117K 0.04% +837 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,704 shares; 2025Q4: 3,601 shares 3,601 $117K 0.04% +1,897 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 287 shares; 2025Q2: 289 shares; 2025Q3: 298 shares; 2025Q4: 300 shares 300 $117K 0.04% +2 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,070 shares; 2025Q3: 124 shares; 2025Q4: 4,558 shares 4,558 $117K 0.04% +4,434 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: not reported; 2025Q4: 3,010 shares 3,010 $116K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 1,009 shares; 2025Q2: 1,178 shares; 2025Q3: 1,136 shares; 2025Q4: 1,234 shares 1,234 $116K 0.04% +98 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,104 shares; 2025Q3: not reported; 2025Q4: 2,110 shares 2,110 $115K 0.04% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 940 shares; 2025Q3: not reported; 2025Q4: 2,584 shares 2,584 $115K 0.04% new 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: restricted; 2024Q4: 5,173 shares; 2025Q1: 4,789 shares; 2025Q2: 5,616 shares; 2025Q3: 4,498 shares; 2025Q4: 1,695 shares 1,695 $114K 0.04% -2,803 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 76 shares; 2025Q4: 671 shares 671 $113K 0.03% +595 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: restricted; 2024Q4: 428 shares; 2025Q1: 390 shares; 2025Q2: 393 shares; 2025Q3: 214 shares; 2025Q4: 469 shares 469 $113K 0.03% +255 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 306 shares; 2025Q3: 1 shares; 2025Q4: 317 shares 317 $112K 0.03% +316 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,303 shares; 2025Q2: 1,390 shares; 2025Q3: 876 shares; 2025Q4: 960 shares 960 $111K 0.03% +84 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: restricted; 2024Q4: 5,473 shares; 2025Q1: 4,629 shares; 2025Q2: 3,329 shares; 2025Q3: 50 shares; 2025Q4: 2,996 shares 2,996 $111K 0.03% +2,946 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 503 shares; 2025Q3: 2,629 shares; 2025Q4: 4,009 shares 4,009 $111K 0.03% +1,380 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 1,101 shares 1,101 $110K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 429 shares; 2025Q4: 591 shares 591 $110K 0.03% +162 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,864 shares; 2025Q1: 2,163 shares; 2025Q2: 3,064 shares; 2025Q3: not reported; 2025Q4: 6,038 shares 6,038 $107K 0.03% new Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 1,317 shares 1,317 $105K 0.03% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares 741 $105K 0.03% new Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,251 shares 2,251 $103K 0.03% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,891 shares; 2025Q1: 2,912 shares; 2025Q2: 2,885 shares; 2025Q3: not reported; 2025Q4: 3,564 shares 3,564 $103K 0.03% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,019 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: not reported; 2025Q4: 710 shares 710 $103K 0.03% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,120 shares; 2025Q1: 1,056 shares; 2025Q2: 656 shares; 2025Q3: 346 shares; 2025Q4: 530 shares 530 $103K 0.03% +184 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 697 shares; 2025Q3: 861 shares; 2025Q4: 861 shares 861 $102K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 122 shares; 2025Q2: 120 shares; 2025Q3: 110 shares; 2025Q4: 123 shares 123 $101K 0.03% +13 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 476 shares; 2025Q1: 1,520 shares; 2025Q2: 1,496 shares; 2025Q3: 1,877 shares; 2025Q4: 1,993 shares 1,993 $101K 0.03% +116 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,233 shares; 2025Q1: 1,543 shares; 2025Q2: 1,741 shares; 2025Q3: 1,783 shares; 2025Q4: 2,062 shares 2,062 $99.9K 0.03% +279 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: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 200 shares; 2025Q4: 700 shares 700 $98.8K 0.03% +500 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 4,100 shares; 2025Q4: 4,137 shares 4,137 $98.8K 0.03% +37 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 157 shares; 2025Q3: not reported; 2025Q4: 1,179 shares 1,179 $98.7K 0.03% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,355 shares; 2025Q1: 1,257 shares; 2025Q2: 1,151 shares; 2025Q3: 501 shares; 2025Q4: 936 shares 936 $98.5K 0.03% +435 Timeline SNDX SYNDAX PHARMACEUTICALS INC More: the full row for SYNDAX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,427 shares; 2025Q1: 6,427 shares; 2025Q2: 6,427 shares; 2025Q3: 6,441 shares; 2025Q4: 4,663 shares 4,663 $98K 0.03% -1,778 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,375 shares; 2025Q1: 1,167 shares; 2025Q2: 1,147 shares; 2025Q3: 1,221 shares; 2025Q4: 1,177 shares 1,177 $97.1K 0.03% -44 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 813 shares; 2025Q2: 853 shares; 2025Q3: not reported; 2025Q4: 972 shares 972 $96.5K 0.03% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,858 shares; 2025Q1: 2,734 shares; 2025Q2: 2,871 shares; 2025Q3: 676 shares; 2025Q4: 3,088 shares 3,088 $96.4K 0.03% +2,412 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 4,009 shares 4,009 $96.3K 0.03% new 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: restricted; 2024Q4: 67 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 5 shares; 2025Q4: 456 shares 456 $95.9K 0.03% +451 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 303 shares; 2025Q3: 39 shares; 2025Q4: 247 shares 247 $95.7K 0.03% +208 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 305 shares; 2025Q3: 155 shares; 2025Q4: 330 shares 330 $95K 0.03% +175 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $94.8K 0.03% new Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,505 shares; 2025Q1: 2,519 shares; 2025Q2: 2,580 shares; 2025Q3: 2,618 shares; 2025Q4: 3,154 shares 3,154 $92.9K 0.03% +536 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,633 shares; 2025Q1: 1,556 shares; 2025Q2: 1,654 shares; 2025Q3: 1,519 shares; 2025Q4: 277 shares 277 $91.4K 0.03% -1,242 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 354 shares; 2025Q3: 421 shares; 2025Q4: 1,124 shares 1,124 $90.6K 0.03% +703 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: restricted; 2024Q4: 848 shares; 2025Q1: 696 shares; 2025Q2: 1,037 shares; 2025Q3: 713 shares; 2025Q4: 1,695 shares 1,695 $89.6K 0.03% +982 Timeline NULG 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: restricted; 2024Q4: 1,335 shares; 2025Q1: 1,188 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 905 shares 905 $88.5K 0.03% -401 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,293 shares; 2025Q1: 9,293 shares; 2025Q2: 9,293 shares; 2025Q3: not reported; 2025Q4: 9,293 shares 9,293 $88.1K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 207 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 361 shares 361 $87.5K 0.03% -3 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares 1,210 $87.1K 0.03% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 326 shares; 2025Q3: 161 shares; 2025Q4: 292 shares 292 $87.1K 0.03% +131 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 2,627 shares 2,627 $86.6K 0.03% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 468 shares; 2025Q1: 536 shares; 2025Q2: 561 shares; 2025Q3: 591 shares; 2025Q4: 1,142 shares 1,142 $86.3K 0.03% +551 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,860 shares 4,860 $86.1K 0.03% new 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: restricted; 2024Q4: 134 shares; 2025Q1: 95 shares; 2025Q2: 69 shares; 2025Q3: 19 shares; 2025Q4: 181 shares 181 $85.7K 0.03% +162 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares 905 $82K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 1,480 shares; 2025Q2: 1,484 shares; 2025Q3: 390 shares; 2025Q4: 1,524 shares 1,524 $82K 0.03% +1,134 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 902 shares; 2025Q4: 1,797 shares 1,797 $81.5K 0.03% +895 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 627 shares; 2025Q3: 31 shares; 2025Q4: 536 shares 536 $81.1K 0.02% +505 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 289 shares; 2025Q2: 108 shares; 2025Q3: 2 shares; 2025Q4: 589 shares 589 $80.7K 0.02% +587 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: restricted; 2024Q4: 138 shares; 2025Q1: 343 shares; 2025Q2: 351 shares; 2025Q3: 299 shares; 2025Q4: 535 shares 535 $80K 0.02% +236 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: restricted; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 211 shares; 2025Q4: 385 shares 385 $79.1K 0.02% +174 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,273 shares; 2025Q1: 1,229 shares; 2025Q2: 1,276 shares; 2025Q3: 1,470 shares; 2025Q4: 3,336 shares 3,336 $79K 0.02% +1,866 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 301 shares; 2025Q2: 371 shares; 2025Q3: not reported; 2025Q4: 320 shares 320 $78.7K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 41 shares; 2025Q4: 505 shares 505 $77.5K 0.02% +464 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 956 shares; 2025Q4: 943 shares 943 $77.3K 0.02% -13 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 203 shares; 2025Q2: 198 shares; 2025Q3: 6 shares; 2025Q4: 241 shares 241 $76.8K 0.02% +235 Timeline XBJA 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: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: 2,400 shares 2,400 $76.7K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 971 shares; 2025Q1: 671 shares; 2025Q2: 465 shares; 2025Q3: 47 shares; 2025Q4: 638 shares 638 $76.5K 0.02% +591 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 615 shares 615 $75.8K 0.02% +590 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,474 shares; 2025Q1: 3,480 shares; 2025Q2: 4,400 shares; 2025Q3: 2,647 shares; 2025Q4: 3,536 shares 3,536 $74.3K 0.02% +889 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: not reported; 2025Q4: 614 shares 614 $74.1K 0.02% new 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: restricted; 2024Q4: 2,123 shares; 2025Q1: 3,007 shares; 2025Q2: 1,306 shares; 2025Q3: 1,383 shares; 2025Q4: 1,492 shares 1,492 $73.8K 0.02% +109 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,959 shares; 2025Q1: 3,780 shares; 2025Q2: 3,760 shares; 2025Q3: 3,749 shares; 2025Q4: 3,823 shares 3,823 $73.2K 0.02% +74 Timeline BLV 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: restricted; 2024Q4: 279 shares; 2025Q1: 520 shares; 2025Q2: 990 shares; 2025Q3: 639 shares; 2025Q4: 1,045 shares 1,045 $72.6K 0.02% +406 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: 98 shares; 2025Q4: 239 shares 239 $72.2K 0.02% +141 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3,045 shares; 2025Q4: 3,087 shares 3,087 $72.1K 0.02% +42 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 908 shares; 2025Q2: 868 shares; 2025Q3: 1,004 shares; 2025Q4: 1,232 shares 1,232 $71.3K 0.02% +228 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: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 109 shares; 2025Q4: 440 shares 440 $71.3K 0.02% +331 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 127 shares; 2025Q2: 161 shares; 2025Q3: 1 shares; 2025Q4: 648 shares 648 $71.1K 0.02% +647 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 365 shares; 2025Q3: 174 shares; 2025Q4: 341 shares 341 $70.8K 0.02% +167 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,852 shares; 2025Q2: 3,852 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares 2,918 $70.3K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,289 shares; 2025Q1: 6,813 shares; 2025Q2: 1,475 shares; 2025Q3: 963 shares; 2025Q4: 581 shares 581 $69.8K 0.02% -382 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,290 shares 8,290 $69.7K 0.02% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162 shares 162 $69.3K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 539 shares; 2025Q2: 671 shares; 2025Q3: 589 shares; 2025Q4: 852 shares 852 $69.3K 0.02% +263 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: restricted; 2024Q4: 498 shares; 2025Q1: 469 shares; 2025Q2: 737 shares; 2025Q3: 489 shares; 2025Q4: 669 shares 669 $69.3K 0.02% +180 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: restricted; 2024Q4: 3 shares; 2025Q1: 102 shares; 2025Q2: 107 shares; 2025Q3: 19 shares; 2025Q4: 178 shares 178 $68.2K 0.02% +159 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,600 shares; 2025Q2: 24,600 shares; 2025Q3: 18,300 shares; 2025Q4: 18,300 shares 18,300 $67.9K 0.02% 0 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: restricted; 2024Q4: 239 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: 235 shares 235 $67.8K 0.02% new Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: 1,239 shares; 2025Q2: 1,281 shares; 2025Q3: not reported; 2025Q4: 1,478 shares 1,478 $67.4K 0.02% new 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: restricted; 2024Q4: 635 shares; 2025Q1: 594 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares 707 $67.2K 0.02% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,326 shares; 2025Q1: 1,288 shares; 2025Q2: 1,588 shares; 2025Q3: not reported; 2025Q4: 1,568 shares 1,568 $67K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 216 shares; 2025Q2: 225 shares; 2025Q3: 171 shares; 2025Q4: 243 shares 243 $67K 0.02% +72 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $65K 0.02% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 244 shares; 2025Q3: 260 shares; 2025Q4: 1,253 shares 1,253 $64.9K 0.02% +993 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,509 shares; 2025Q2: 1,944 shares; 2025Q3: 2,356 shares; 2025Q4: 2,429 shares 2,429 $64.3K 0.02% +73 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,990 shares; 2025Q1: 1,513 shares; 2025Q2: 1,532 shares; 2025Q3: not reported; 2025Q4: 1,581 shares 1,581 $63.6K 0.02% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 1,148 shares; 2025Q4: 1,259 shares 1,259 $63.5K 0.02% +111 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,475 shares; 2025Q3: not reported; 2025Q4: 1,475 shares 1,475 $63.4K 0.02% new Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,643 shares; 2025Q1: 1,927 shares; 2025Q2: 2,002 shares; 2025Q3: 2,007 shares; 2025Q4: 2,060 shares 2,060 $63.2K 0.02% +53 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 669 shares 669 $63K 0.02% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 1,856 shares; 2025Q3: 156 shares; 2025Q4: 1,925 shares 1,925 $62.8K 0.02% +1,769 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 185 shares; 2025Q3: not reported; 2025Q4: 1,456 shares 1,456 $62.1K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 425 shares; 2025Q4: 1,041 shares 1,041 $61K 0.02% +616 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 990 shares; 2025Q1: 771 shares; 2025Q2: 2,858 shares; 2025Q3: 1,380 shares; 2025Q4: 3,120 shares 3,120 $60.3K 0.02% +1,740 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: 410 shares; 2025Q2: 390 shares; 2025Q3: 308 shares; 2025Q4: 323 shares 323 $59.5K 0.02% +15 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 218 shares; 2025Q2: 168 shares; 2025Q3: 122 shares; 2025Q4: 277 shares 277 $59.3K 0.02% +155 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 667 shares; 2025Q1: 668 shares; 2025Q2: 724 shares; 2025Q3: 10 shares; 2025Q4: 519 shares 519 $59.1K 0.02% +509 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,386 shares 3,386 $58.7K 0.02% new Timeline BMAR 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: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 1,100 shares 1,100 $58.4K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,155 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 232 shares; 2025Q4: 1,606 shares 1,606 $58.2K 0.02% +1,374 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: not reported; 2025Q4: 375 shares 375 $58.2K 0.02% new Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,147 shares; 2025Q1: 2,632 shares; 2025Q2: 2,929 shares; 2025Q3: 1,862 shares; 2025Q4: 3,037 shares 3,037 $57.7K 0.02% +1,175 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,218 shares; 2025Q1: 2,502 shares; 2025Q2: 3,102 shares; 2025Q3: 541 shares; 2025Q4: 1,547 shares 1,547 $57.3K 0.02% +1,006 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: restricted; 2024Q4: 7,915 shares; 2025Q1: 7,744 shares; 2025Q2: 3,526 shares; 2025Q3: not reported; 2025Q4: 6,176 shares 6,176 $56.7K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 932 shares; 2025Q1: 935 shares; 2025Q2: 904 shares; 2025Q3: 882 shares; 2025Q4: 882 shares 882 $56.2K 0.02% 0 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: restricted; 2024Q4: 253 shares; 2025Q1: 225 shares; 2025Q2: 212 shares; 2025Q3: 1 shares; 2025Q4: 218 shares 218 $56.1K 0.02% +217 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 10 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 473 shares 473 $55.7K 0.02% +403 Timeline FSTA 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: restricted; 2024Q4: 1,006 shares; 2025Q1: 987 shares; 2025Q2: 1,096 shares; 2025Q3: 144 shares; 2025Q4: 1,124 shares 1,124 $55.3K 0.02% +980 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 501 shares; 2025Q3: 185 shares; 2025Q4: 439 shares 439 $55.3K 0.02% +254 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,242 shares; 2025Q2: 607 shares; 2025Q3: 164 shares; 2025Q4: 414 shares 414 $55.3K 0.02% +250 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: restricted; 2024Q4: not reported; 2025Q1: 474 shares; 2025Q2: 457 shares; 2025Q3: 558 shares; 2025Q4: 553 shares 553 $55.3K 0.02% -5 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 447 shares; 2025Q2: 462 shares; 2025Q3: 476 shares; 2025Q4: 499 shares 499 $55K 0.02% +23 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 207 shares; 2025Q2: 212 shares; 2025Q3: 214 shares; 2025Q4: 224 shares 224 $54.4K 0.02% +10 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: restricted; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: not reported; 2025Q4: 1,100 shares 1,100 $54.2K 0.02% 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: restricted; 2024Q4: 3,405 shares; 2025Q1: 1,925 shares; 2025Q2: 1,890 shares; 2025Q3: 811 shares; 2025Q4: 475 shares 475 $54.1K 0.02% -336 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 289 shares; 2025Q3: 38 shares; 2025Q4: 239 shares 239 $54K 0.02% +201 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: restricted; 2024Q4: 947 shares; 2025Q1: 741 shares; 2025Q2: 716 shares; 2025Q3: 646 shares; 2025Q4: 528 shares 528 $53.8K 0.02% -118 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares 1,681 $53.7K 0.02% new Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 774 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780 $52.9K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 441 shares; 2025Q2: 340 shares; 2025Q3: 19 shares; 2025Q4: 412 shares 412 $52.6K 0.02% +393 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 47 shares; 2025Q2: 44 shares; 2025Q3: 60 shares; 2025Q4: 115 shares 115 $52.1K 0.02% +55 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 160 shares; 2025Q2: 150 shares; 2025Q3: 210 shares; 2025Q4: 709 shares 709 $52.1K 0.02% +499 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 103 shares; 2025Q2: 109 shares; 2025Q3: 6 shares; 2025Q4: 107 shares 107 $52K 0.02% +101 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: restricted; 2024Q4: 748 shares; 2025Q1: 1,460 shares; 2025Q2: 741 shares; 2025Q3: 301 shares; 2025Q4: 657 shares 657 $51.2K 0.02% +356 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares 1,316 $51.2K 0.02% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,002 shares; 2025Q3: 80 shares; 2025Q4: 1,332 shares 1,332 $49.7K 0.02% +1,252 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 65 shares; 2025Q4: 280 shares 280 $49.7K 0.02% +215 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 37 shares; 2025Q4: 187 shares 187 $49.7K 0.02% +150 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $49.5K 0.02% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 23 shares 23 $49.4K 0.02% +15 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,619 shares; 2025Q1: 1,677 shares; 2025Q2: 1,469 shares; 2025Q3: 437 shares; 2025Q4: 565 shares 565 $49.2K 0.02% +128 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 496 shares; 2025Q1: 392 shares; 2025Q2: 348 shares; 2025Q3: not reported; 2025Q4: 697 shares 697 $49.1K 0.02% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 221 shares; 2025Q3: 26 shares; 2025Q4: 226 shares 226 $49K 0.02% +200 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 369 shares; 2025Q2: 483 shares; 2025Q3: not reported; 2025Q4: 1,252 shares 1,252 $49K 0.02% new 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: restricted; 2024Q4: 266 shares; 2025Q1: 275 shares; 2025Q2: 412 shares; 2025Q3: 304 shares; 2025Q4: 329 shares 329 $48.9K 0.02% +25 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,415 shares; 2025Q2: 5,415 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares 3,783 $48.8K 0.02% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,663 shares; 2025Q1: 255 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $48.8K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: 449 shares; 2025Q2: 418 shares; 2025Q3: 225 shares; 2025Q4: 854 shares 854 $48.4K 0.01% +629 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 643 shares; 2025Q1: 762 shares; 2025Q2: 1,238 shares; 2025Q3: 1,013 shares; 2025Q4: 1,286 shares 1,286 $48.1K 0.01% +273 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173 shares; 2025Q1: 181 shares; 2025Q2: 231 shares; 2025Q3: 251 shares; 2025Q4: 297 shares 297 $47.8K 0.01% +46 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 931 shares 931 $47.4K 0.01% +259 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 140 shares; 2025Q2: 143 shares; 2025Q3: 161 shares; 2025Q4: 156 shares 156 $47.3K 0.01% -5 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 466 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 812 shares 812 $46.9K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 259 shares 259 $46.8K 0.01% +94 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 200 shares; 2025Q4: 533 shares 533 $46.6K 0.01% +333 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: restricted; 2024Q4: 478 shares; 2025Q1: 474 shares; 2025Q2: 478 shares; 2025Q3: 155 shares; 2025Q4: 509 shares 509 $46.5K 0.01% +354 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $46.1K 0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 549 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 447 shares; 2025Q4: 447 shares 447 $45.8K 0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,129 shares; 2025Q1: 881 shares; 2025Q2: 1,211 shares; 2025Q3: 1,384 shares; 2025Q4: 1,797 shares 1,797 $45.7K 0.01% +413 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,943 shares; 2025Q1: 2,418 shares; 2025Q2: 1,494 shares; 2025Q3: 1,052 shares; 2025Q4: 475 shares 475 $45.7K 0.01% -577 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 132 shares; 2025Q2: 232 shares; 2025Q3: 102 shares; 2025Q4: 210 shares 210 $45.6K 0.01% +108 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 56 shares; 2025Q4: 145 shares 145 $45.3K 0.01% +89 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,474 shares; 2025Q1: 3,474 shares; 2025Q2: 7,493 shares; 2025Q3: not reported; 2025Q4: 4,218 shares 4,218 $45.2K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 524 shares; 2025Q1: 406 shares; 2025Q2: 559 shares; 2025Q3: 724 shares; 2025Q4: 971 shares 971 $45K 0.01% +247 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares; 2025Q3: not reported; 2025Q4: 1,074 shares 1,074 $44.9K 0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 354 shares; 2025Q2: 904 shares; 2025Q3: 1,236 shares; 2025Q4: 436 shares 436 $44.7K 0.01% -800 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: restricted; 2024Q4: 477 shares; 2025Q1: 548 shares; 2025Q2: 550 shares; 2025Q3: not reported; 2025Q4: 554 shares 554 $44.2K 0.01% new 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: restricted; 2024Q4: 623 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 469 shares; 2025Q4: 574 shares 574 $44.2K 0.01% +105 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 1,086 shares; 2025Q2: 1,323 shares; 2025Q3: 287 shares; 2025Q4: 834 shares 834 $44.1K 0.01% +547 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 37 shares; 2025Q2: 20 shares; 2025Q3: 5 shares; 2025Q4: 603 shares 603 $44.1K 0.01% +598 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,050 shares; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares 1,362 $44K 0.01% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,006 shares; 2025Q1: 1,294 shares; 2025Q2: 1,597 shares; 2025Q3: not reported; 2025Q4: 1,135 shares 1,135 $43.8K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: 354 shares; 2025Q2: 204 shares; 2025Q3: 2 shares; 2025Q4: 204 shares 204 $43.5K 0.01% +202 Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 377 shares; 2025Q2: 451 shares; 2025Q3: not reported; 2025Q4: 830 shares 830 $43.3K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 96 shares; 2025Q4: 326 shares 326 $43.3K 0.01% +230 Timeline VWOB 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: restricted; 2024Q4: 563 shares; 2025Q1: 577 shares; 2025Q2: 970 shares; 2025Q3: 641 shares; 2025Q4: 642 shares 642 $43.2K 0.01% +1 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 12 shares; 2025Q4: 49 shares 49 $43.1K 0.01% +37 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 3,425 shares 3,425 $42.4K 0.01% +2,112 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 880 shares; 2025Q2: 1,826 shares; 2025Q3: not reported; 2025Q4: 1,666 shares 1,666 $42.3K 0.01% new Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 286 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 927 shares 927 $41.7K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 186 shares; 2025Q1: 187 shares; 2025Q2: 156 shares; 2025Q3: not reported; 2025Q4: 189 shares 189 $41.5K 0.01% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,461 shares; 2025Q1: 1,472 shares; 2025Q2: 1,203 shares; 2025Q3: not reported; 2025Q4: 1,612 shares 1,612 $41.5K 0.01% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,337 shares; 2025Q1: 1,016 shares; 2025Q2: 1,116 shares; 2025Q3: not reported; 2025Q4: 726 shares 726 $41.4K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 170 shares; 2025Q2: 176 shares; 2025Q3: 181 shares; 2025Q4: 185 shares 185 $41.3K 0.01% +4 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares 493 $41.1K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 122 shares; 2025Q3: 282 shares; 2025Q4: 447 shares 447 $41.1K 0.01% +165 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 156 shares; 2025Q2: 163 shares; 2025Q3: 169 shares; 2025Q4: 169 shares 169 $41K 0.01% 0 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares 867 $41K 0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 188 shares; 2025Q2: 196 shares; 2025Q3: 200 shares; 2025Q4: 204 shares 204 $40.7K 0.01% +4 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 7 shares; 2025Q4: 107 shares 107 $40.6K 0.01% +100 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 60 shares; 2025Q3: 66 shares; 2025Q4: 70 shares 70 $40.6K 0.01% +4 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228 shares; 2025Q3: not reported; 2025Q4: 388 shares 388 $40.5K 0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $40.4K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,818 shares; 2025Q3: 500 shares; 2025Q4: 1,318 shares 1,318 $40.3K 0.01% +818 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,147 shares; 2025Q1: 1,090 shares; 2025Q2: 1,785 shares; 2025Q3: 1,500 shares; 2025Q4: 1,558 shares 1,558 $40.2K 0.01% +58 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 560 shares 560 $40.2K 0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117 shares; 2025Q4: 413 shares 413 $40.1K 0.01% +296 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares 898 $39.8K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 314 shares; 2025Q2: 618 shares; 2025Q3: 284 shares; 2025Q4: 618 shares 618 $39.8K 0.01% +334 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: not reported; 2025Q4: 632 shares 632 $39.8K 0.01% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: not reported; 2025Q2: 344 shares; 2025Q3: 368 shares; 2025Q4: 710 shares 710 $39.6K 0.01% +342 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 245 shares; 2025Q4: 805 shares 805 $38.6K 0.01% +560 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,973 shares; 2025Q2: 4,973 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares 3,473 $38.4K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 136 shares; 2025Q2: 137 shares; 2025Q3: 135 shares; 2025Q4: 152 shares 152 $38.1K 0.01% +17 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares 136 $38K 0.01% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,623 shares; 2025Q1: 1,630 shares; 2025Q2: 1,640 shares; 2025Q3: not reported; 2025Q4: 1,679 shares 1,679 $37.8K 0.01% new 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: restricted; 2024Q4: 300 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $37.7K 0.01% new Timeline IPX IPERIONX LTD More: the full row for IPERIONX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: not reported; 2025Q4: 1,038 shares 1,038 $37.6K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 24 shares; 2025Q3: 31 shares; 2025Q4: 35 shares 35 $37.4K 0.01% +4 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: not reported; 2025Q4: 5,500 shares 5,500 $37.2K 0.01% new Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: not reported; 2025Q4: 318 shares 318 $37.2K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: 405 shares; 2025Q2: 304 shares; 2025Q3: not reported; 2025Q4: 335 shares 335 $36.9K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 303 shares; 2025Q1: 236 shares; 2025Q2: 323 shares; 2025Q3: 364 shares; 2025Q4: 469 shares 469 $36.9K 0.01% +105 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 563 shares; 2025Q1: 691 shares; 2025Q2: 697 shares; 2025Q3: 645 shares; 2025Q4: 681 shares 681 $36.3K 0.01% +36 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 423 shares; 2025Q2: 426 shares; 2025Q3: 16 shares; 2025Q4: 278 shares 278 $36.3K 0.01% +262 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: restricted; 2024Q4: 950 shares; 2025Q1: 1,002 shares; 2025Q2: 809 shares; 2025Q3: 117 shares; 2025Q4: 181 shares 181 $36.1K 0.01% +64 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,780 shares 6,780 $36.1K 0.01% new 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: restricted; 2024Q4: 287 shares; 2025Q1: 279 shares; 2025Q2: 198 shares; 2025Q3: 12 shares; 2025Q4: 225 shares 225 $36K 0.01% +213 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares 401 $35.6K 0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 491 shares; 2025Q2: 142 shares; 2025Q3: 13 shares; 2025Q4: 141 shares 141 $35.5K 0.01% +128 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 351 shares 351 $35K 0.01% +348 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 117 shares 117 $34.3K 0.01% +87 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 731 shares 731 $34.2K 0.01% +728 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 293 shares; 2025Q2: 294 shares; 2025Q3: not reported; 2025Q4: 342 shares 342 $34.1K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 140 shares; 2025Q3: not reported; 2025Q4: 435 shares 435 $33.8K 0.01% new Timeline