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: 122,330 shares; 2024Q4: 122,822 shares; 2025Q1: 123,053 shares; 2025Q2: 119,319 shares; 2025Q3: 119,804 shares; 2025Q4: 118,682 shares 118,682 $80.9M 9.13% -1,122 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,917 shares 143,917 $68.1M 7.68% new 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: 154,366 shares; 2024Q4: 157,616 shares; 2025Q1: 161,627 shares; 2025Q2: 165,038 shares; 2025Q3: 165,220 shares; 2025Q4: 168,053 shares 168,053 $33.4M 3.76% +2,833 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: 159,351 shares; 2024Q4: 157,409 shares; 2025Q1: 155,072 shares; 2025Q2: 150,712 shares; 2025Q3: 149,949 shares; 2025Q4: 145,080 shares 145,080 $31.9M 3.6% -4,869 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: 83,444 shares; 2024Q4: 83,535 shares; 2025Q1: 83,647 shares; 2025Q2: 81,834 shares; 2025Q3: 104,488 shares; 2025Q4: 90,206 shares 90,206 $30.2M 3.41% -14,282 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: 130,662 shares; 2024Q4: 130,961 shares; 2025Q1: 128,454 shares; 2025Q2: 126,597 shares; 2025Q3: 128,245 shares; 2025Q4: 126,242 shares 126,242 $26.6M 2.99% -2,003 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,527 shares; 2024Q4: 253,074 shares; 2025Q1: 248,400 shares; 2025Q2: 248,410 shares; 2025Q3: 246,179 shares; 2025Q4: 242,057 shares 242,057 $22.8M 2.57% -4,122 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: 92,351 shares; 2024Q4: 96,478 shares; 2025Q1: 107,089 shares; 2025Q2: 112,525 shares; 2025Q3: 114,405 shares; 2025Q4: 118,726 shares 118,726 $22.7M 2.56% +4,321 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,044 shares; 2024Q4: 275,295 shares; 2025Q1: 284,589 shares; 2025Q2: 291,354 shares; 2025Q3: 303,723 shares; 2025Q4: 305,399 shares 305,399 $21.2M 2.39% +1,676 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,867 shares; 2024Q4: 233,418 shares; 2025Q1: 224,967 shares; 2025Q2: 215,979 shares; 2025Q3: 215,172 shares; 2025Q4: 212,003 shares 212,003 $20.5M 2.32% -3,169 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: 29,395 shares; 2024Q4: 30,102 shares; 2025Q1: 31,314 shares; 2025Q2: 32,059 shares; 2025Q3: 32,556 shares; 2025Q4: 33,180 shares 33,180 $20.4M 2.3% +624 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,652 shares; 2024Q4: 150,512 shares; 2025Q1: 145,941 shares; 2025Q2: 146,498 shares; 2025Q3: 146,482 shares; 2025Q4: 145,641 shares 145,641 $20.3M 2.29% -841 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: 152,185 shares; 2024Q4: 154,450 shares; 2025Q1: 155,130 shares; 2025Q2: 154,835 shares; 2025Q3: 156,068 shares; 2025Q4: 155,942 shares 155,942 $19.2M 2.17% -126 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: 123,380 shares; 2024Q4: 123,163 shares; 2025Q1: 120,367 shares; 2025Q2: 113,178 shares; 2025Q3: 113,040 shares; 2025Q4: 112,512 shares 112,512 $14.8M 1.67% -528 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: 31,144 shares; 2024Q4: 31,161 shares; 2025Q1: 30,278 shares; 2025Q2: 30,200 shares; 2025Q3: 30,291 shares; 2025Q4: 28,761 shares 28,761 $14M 1.58% -1,530 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,198 shares; 2024Q4: 49,387 shares; 2025Q1: 48,947 shares; 2025Q2: 49,061 shares; 2025Q3: 49,605 shares; 2025Q4: 44,428 shares 44,428 $14M 1.58% -5,177 Timeline GSLC 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: 96,681 shares; 2024Q4: 96,585 shares; 2025Q1: 96,012 shares; 2025Q2: 94,655 shares; 2025Q3: 94,993 shares; 2025Q4: 93,596 shares 93,596 $12.4M 1.4% -1,397 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,436 shares; 2024Q4: 190,932 shares; 2025Q1: 188,388 shares; 2025Q2: 193,776 shares; 2025Q3: 184,895 shares; 2025Q4: 172,686 shares 172,686 $12.3M 1.39% -12,209 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: 2,323 shares; 2024Q4: 2,266 shares; 2025Q1: 2,270 shares; 2025Q2: 2,826 shares; 2025Q3: 2,778 shares; 2025Q4: 17,490 shares 17,490 $12M 1.35% +14,712 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: 39,704 shares; 2024Q4: 39,837 shares; 2025Q1: 40,528 shares; 2025Q2: 36,619 shares; 2025Q3: 39,381 shares; 2025Q4: 37,088 shares 37,088 $10.1M 1.14% -2,293 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: 90,251 shares; 2024Q4: 86,772 shares; 2025Q1: 90,867 shares; 2025Q2: 99,776 shares; 2025Q3: 178,730 shares; 2025Q4: 107,504 shares 107,504 $9.82M 1.11% -71,226 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,532 shares 149,532 $9.8M 1.1% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,791 shares; 2024Q4: 72,412 shares; 2025Q1: 69,817 shares; 2025Q2: 69,288 shares; 2025Q3: 68,886 shares; 2025Q4: 68,488 shares 68,488 $9.67M 1.09% -398 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: 151,054 shares; 2024Q4: 150,581 shares; 2025Q1: 147,603 shares; 2025Q2: 147,458 shares; 2025Q3: 146,073 shares; 2025Q4: 42,891 shares 42,891 $9.1M 1.03% -103,182 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 7 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 73,664 shares 73,664 $8.86M 1% +73,647 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: 26,562 shares; 2024Q4: 26,611 shares; 2025Q1: 26,208 shares; 2025Q2: 25,384 shares; 2025Q3: 25,341 shares; 2025Q4: 25,217 shares 25,217 $8.65M 0.98% -124 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: 17,524 shares; 2024Q4: 17,681 shares; 2025Q1: 16,955 shares; 2025Q2: 17,573 shares; 2025Q3: 18,677 shares; 2025Q4: 17,688 shares 17,688 $8.55M 0.96% -989 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: 76,508 shares; 2024Q4: 75,816 shares; 2025Q1: 73,160 shares; 2025Q2: 72,086 shares; 2025Q3: 72,072 shares; 2025Q4: 71,484 shares 71,484 $8.13M 0.92% -588 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: 51,962 shares; 2024Q4: 51,842 shares; 2025Q1: 50,915 shares; 2025Q2: 50,415 shares; 2025Q3: 50,223 shares; 2025Q4: 50,106 shares 50,106 $6.35M 0.72% -117 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: 31,403 shares; 2024Q4: 31,801 shares; 2025Q1: 31,305 shares; 2025Q2: 31,510 shares; 2025Q3: 30,555 shares; 2025Q4: 30,586 shares 30,586 $5.84M 0.66% +31 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: 37,132 shares; 2024Q4: 36,925 shares; 2025Q1: 37,670 shares; 2025Q2: 39,218 shares; 2025Q3: 40,148 shares; 2025Q4: 39,254 shares 39,254 $5.84M 0.66% -894 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: 17,225 shares; 2024Q4: 17,365 shares; 2025Q1: 18,821 shares; 2025Q2: 18,288 shares; 2025Q3: 32,180 shares; 2025Q4: 30,573 shares 30,573 $5.7M 0.64% -1,607 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,597 shares; 2024Q4: 125,990 shares; 2025Q1: 126,383 shares; 2025Q2: 114,659 shares; 2025Q3: 111,908 shares; 2025Q4: 110,193 shares 110,193 $5.54M 0.62% -1,715 Timeline HDV 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: 35,440 shares; 2024Q4: 35,324 shares; 2025Q1: 34,669 shares; 2025Q2: 36,310 shares; 2025Q3: 36,935 shares; 2025Q4: 38,648 shares 38,648 $4.7M 0.53% +1,713 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,239 shares; 2024Q4: 47,198 shares; 2025Q1: 44,771 shares; 2025Q2: 44,915 shares; 2025Q3: 47,260 shares; 2025Q4: 48,773 shares 48,773 $4.68M 0.53% +1,513 Timeline REGL 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: 55,870 shares; 2024Q4: 55,886 shares; 2025Q1: 55,606 shares; 2025Q2: 55,152 shares; 2025Q3: 54,070 shares; 2025Q4: 53,591 shares 53,591 $4.51M 0.51% -479 Timeline TDIV 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: 38,640 shares; 2024Q4: 39,640 shares; 2025Q1: 39,969 shares; 2025Q2: 39,634 shares; 2025Q3: 42,200 shares; 2025Q4: 45,653 shares 45,653 $4.42M 0.5% +3,453 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: 16,224 shares; 2024Q4: 20,482 shares; 2025Q1: 22,865 shares; 2025Q2: 23,610 shares; 2025Q3: 26,133 shares; 2025Q4: 25,614 shares 25,614 $4.01M 0.45% -519 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: 4,521 shares; 2024Q4: 4,521 shares; 2025Q1: 2,891 shares; 2025Q2: 8,350 shares; 2025Q3: 10,984 shares; 2025Q4: 38,597 shares 38,597 $3.86M 0.43% +27,613 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,263 shares; 2024Q4: 68,842 shares; 2025Q1: 73,252 shares; 2025Q2: 73,072 shares; 2025Q3: 74,605 shares; 2025Q4: 76,836 shares 76,836 $3.83M 0.43% +2,231 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,758 shares; 2024Q4: 19,712 shares; 2025Q1: 20,341 shares; 2025Q2: 22,224 shares; 2025Q3: 22,251 shares; 2025Q4: 23,817 shares 23,817 $3.65M 0.41% +1,566 Timeline PEY 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: 190,739 shares; 2024Q4: 188,385 shares; 2025Q1: 188,400 shares; 2025Q2: 182,322 shares; 2025Q3: 179,779 shares; 2025Q4: 178,936 shares 178,936 $3.65M 0.41% -843 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,606 shares; 2024Q4: 57,878 shares; 2025Q1: 57,878 shares; 2025Q2: 57,885 shares; 2025Q3: 56,373 shares; 2025Q4: 55,635 shares 55,635 $3.64M 0.41% -738 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 10,418 shares; 2025Q1: 10,490 shares; 2025Q2: 10,539 shares; 2025Q3: 10,539 shares; 2025Q4: 10,173 shares 10,173 $3.28M 0.37% -366 Timeline SPHQ 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: 27,561 shares; 2024Q4: 28,164 shares; 2025Q1: 28,972 shares; 2025Q2: 28,829 shares; 2025Q3: 29,574 shares; 2025Q4: 42,599 shares 42,599 $3.2M 0.36% +13,025 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: 11,992 shares; 2024Q4: 12,273 shares; 2025Q1: 12,540 shares; 2025Q2: 12,223 shares; 2025Q3: 13,447 shares; 2025Q4: 13,447 shares 13,447 $3.1M 0.35% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,135 shares; 2024Q4: 37,021 shares; 2025Q1: 36,135 shares; 2025Q2: 33,817 shares; 2025Q3: 32,809 shares; 2025Q4: 29,718 shares 29,718 $2.98M 0.34% -3,091 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,038 shares; 2024Q4: 28,688 shares; 2025Q1: 29,450 shares; 2025Q2: 30,880 shares; 2025Q3: 32,151 shares; 2025Q4: 32,674 shares 32,674 $2.92M 0.33% +523 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: 49,215 shares; 2024Q4: 65,352 shares; 2025Q1: 60,502 shares; 2025Q2: 48,686 shares; 2025Q3: 53,377 shares; 2025Q4: 52,552 shares 52,552 $2.88M 0.32% -825 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: 8,872 shares; 2024Q4: 8,980 shares; 2025Q1: 8,956 shares; 2025Q2: 8,879 shares; 2025Q3: 8,889 shares; 2025Q4: 9,045 shares 9,045 $2.84M 0.32% +156 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: 10,521 shares; 2024Q4: 10,249 shares; 2025Q1: 10,282 shares; 2025Q2: 10,303 shares; 2025Q3: 10,204 shares; 2025Q4: 10,124 shares 10,124 $2.83M 0.32% -80 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,699 shares; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 5,699 shares; 2025Q3: 5,699 shares; 2025Q4: 5,699 shares 5,699 $2.74M 0.31% 0 Timeline GSIE 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: 65,795 shares; 2024Q4: 62,895 shares; 2025Q1: 59,628 shares; 2025Q2: 59,831 shares; 2025Q3: 61,246 shares; 2025Q4: 61,318 shares 61,318 $2.63M 0.3% +72 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: 39,697 shares; 2024Q4: 40,575 shares; 2025Q1: 41,149 shares; 2025Q2: 39,174 shares; 2025Q3: 39,148 shares; 2025Q4: 38,889 shares 38,889 $2.57M 0.29% -259 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,082 shares; 2024Q4: 61,357 shares; 2025Q1: 54,705 shares; 2025Q2: 28,948 shares; 2025Q3: 28,958 shares; 2025Q4: 57,265 shares 57,265 $2.56M 0.29% +28,307 Timeline EQAL 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: 42,553 shares; 2024Q4: 41,957 shares; 2025Q1: 43,417 shares; 2025Q2: 45,537 shares; 2025Q3: 46,957 shares; 2025Q4: 48,534 shares 48,534 $2.56M 0.29% +1,577 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: 6,783 shares; 2024Q4: 6,866 shares; 2025Q1: 7,105 shares; 2025Q2: 7,081 shares; 2025Q3: 7,102 shares; 2025Q4: 7,172 shares 7,172 $2.48M 0.28% +70 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: 3,560 shares; 2024Q4: 3,619 shares; 2025Q1: 3,653 shares; 2025Q2: 3,685 shares; 2025Q3: 3,674 shares; 2025Q4: 3,722 shares 3,722 $2.46M 0.28% +48 Timeline IGHG 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: 23,316 shares; 2024Q4: 28,573 shares; 2025Q1: 32,154 shares; 2025Q2: 31,484 shares; 2025Q3: 32,563 shares; 2025Q4: 31,320 shares 31,320 $2.46M 0.28% -1,243 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,162 shares; 2024Q4: 23,685 shares; 2025Q1: 15,433 shares; 2025Q2: 15,202 shares; 2025Q3: 15,369 shares; 2025Q4: 15,697 shares 15,697 $2.44M 0.27% +328 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: 8,014 shares; 2024Q4: 8,144 shares; 2025Q1: 8,679 shares; 2025Q2: 8,782 shares; 2025Q3: 9,086 shares; 2025Q4: 16,848 shares 16,848 $2.43M 0.27% +7,762 Timeline VIGI 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: 40,701 shares; 2024Q4: 36,729 shares; 2025Q1: 29,976 shares; 2025Q2: 27,692 shares; 2025Q3: 26,936 shares; 2025Q4: 25,991 shares 25,991 $2.38M 0.27% -945 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,497 shares; 2024Q4: 27,339 shares; 2025Q1: 26,404 shares; 2025Q2: 17,078 shares; 2025Q3: 16,893 shares; 2025Q4: 20,874 shares 20,874 $2.3M 0.26% +3,981 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,950 shares; 2025Q1: 3,925 shares; 2025Q2: 3,970 shares; 2025Q3: 3,996 shares; 2025Q4: 4,012 shares 4,012 $2.29M 0.26% +16 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: 17,355 shares; 2024Q4: 17,355 shares; 2025Q1: 17,355 shares; 2025Q2: 17,579 shares; 2025Q3: 17,884 shares; 2025Q4: 21,078 shares 21,078 $2.19M 0.25% +3,194 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 575 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 582 shares; 2025Q4: 40,965 shares 40,965 $2.08M 0.23% +40,383 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: 21,185 shares; 2024Q4: 22,025 shares; 2025Q1: 25,053 shares; 2025Q2: 25,418 shares; 2025Q3: 26,249 shares; 2025Q4: 26,449 shares 26,449 $2.06M 0.23% +200 Timeline MLPX 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: 1,056 shares; 2024Q4: 11,101 shares; 2025Q1: 18,921 shares; 2025Q2: 20,773 shares; 2025Q3: 32,091 shares; 2025Q4: 33,973 shares 33,973 $2.06M 0.23% +1,882 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: 17,052 shares; 2024Q4: 17,160 shares; 2025Q1: 17,631 shares; 2025Q2: 17,194 shares; 2025Q3: 17,852 shares; 2025Q4: 16,467 shares 16,467 $1.98M 0.22% -1,385 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: 24,340 shares; 2024Q4: 23,332 shares; 2025Q1: 22,367 shares; 2025Q2: 22,193 shares; 2025Q3: 23,327 shares; 2025Q4: 24,934 shares 24,934 $1.97M 0.22% +1,607 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,628 shares; 2024Q4: 20,059 shares; 2025Q1: 19,589 shares; 2025Q2: 19,281 shares; 2025Q3: 19,005 shares; 2025Q4: 19,074 shares 19,074 $1.89M 0.21% +69 Timeline PAVE 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: 34,651 shares; 2024Q4: 35,883 shares; 2025Q1: 36,599 shares; 2025Q2: 35,404 shares; 2025Q3: 37,336 shares; 2025Q4: 38,061 shares 38,061 $1.82M 0.21% +725 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: 3,526 shares; 2024Q4: 4,195 shares; 2025Q1: 6,866 shares; 2025Q2: 16,445 shares; 2025Q3: 38,906 shares; 2025Q4: 44,556 shares 44,556 $1.79M 0.2% +5,650 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: 18,310 shares; 2024Q4: 18,311 shares; 2025Q1: 14,157 shares; 2025Q2: 8,280 shares; 2025Q3: 8,280 shares; 2025Q4: 8,280 shares 8,280 $1.78M 0.2% 0 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: 40,508 shares; 2024Q4: 80,840 shares; 2025Q1: 80,840 shares; 2025Q2: 75,868 shares; 2025Q3: 76,525 shares; 2025Q4: 73,832 shares 73,832 $1.77M 0.2% -2,693 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,498 shares; 2024Q4: 28,293 shares; 2025Q1: 24,111 shares; 2025Q2: 21,571 shares; 2025Q3: 23,307 shares; 2025Q4: 23,341 shares 23,341 $1.72M 0.19% +34 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: 22,007 shares; 2024Q4: 66,021 shares; 2025Q1: 66,021 shares; 2025Q2: 66,021 shares; 2025Q3: 63,684 shares; 2025Q4: 63,570 shares 63,570 $1.71M 0.19% -114 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: 23,327 shares; 2024Q4: 20,721 shares; 2025Q1: 19,928 shares; 2025Q2: 21,558 shares; 2025Q3: 21,750 shares; 2025Q4: 26,799 shares 26,799 $1.67M 0.19% +5,049 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 32,161 shares 32,161 $1.66M 0.19% +29,561 Timeline DTCR 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: 350 shares; 2024Q4: 2,115 shares; 2025Q1: 2,911 shares; 2025Q2: 4,611 shares; 2025Q3: 55,048 shares; 2025Q4: 74,981 shares 74,981 $1.58M 0.18% +19,933 Timeline FMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,760 shares; 2024Q4: 113,105 shares; 2025Q1: 113,105 shares; 2025Q2: 113,349 shares; 2025Q3: 113,349 shares; 2025Q4: 113,402 shares 113,402 $1.57M 0.18% +53 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: 4,449 shares; 2024Q4: 4,614 shares; 2025Q1: 4,485 shares; 2025Q2: 4,806 shares; 2025Q3: 4,793 shares; 2025Q4: 4,849 shares 4,849 $1.52M 0.17% +56 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: 14,244 shares; 2024Q4: 14,244 shares; 2025Q1: 14,244 shares; 2025Q2: 14,249 shares; 2025Q3: 14,249 shares; 2025Q4: 14,272 shares 14,272 $1.5M 0.17% +23 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,722 shares; 2024Q4: 26,241 shares; 2025Q1: 28,551 shares; 2025Q2: 29,715 shares; 2025Q3: 30,177 shares; 2025Q4: 30,212 shares 30,212 $1.42M 0.16% +35 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: 1,329 shares; 2024Q4: 1,343 shares; 2025Q1: 1,347 shares; 2025Q2: 1,334 shares; 2025Q3: 1,646 shares; 2025Q4: 1,630 shares 1,630 $1.41M 0.16% -16 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: 4,656 shares; 2024Q4: 4,667 shares; 2025Q1: 4,679 shares; 2025Q2: 4,691 shares; 2025Q3: 4,681 shares; 2025Q4: 4,705 shares 4,705 $1.39M 0.16% +24 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: 2,889 shares; 2024Q4: 2,894 shares; 2025Q1: 2,907 shares; 2025Q2: 2,748 shares; 2025Q3: 4,698 shares; 2025Q4: 4,049 shares 4,049 $1.39M 0.16% -649 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: 7,868 shares; 2024Q4: 7,868 shares; 2025Q1: 7,899 shares; 2025Q2: 7,406 shares; 2025Q3: 7,426 shares; 2025Q4: 7,134 shares 7,134 $1.39M 0.16% -292 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,283 shares; 2024Q4: 36,272 shares; 2025Q1: 34,542 shares; 2025Q2: 30,745 shares; 2025Q3: 24,960 shares; 2025Q4: 18,204 shares 18,204 $1.39M 0.16% -6,756 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: 2,336 shares; 2024Q4: 2,368 shares; 2025Q1: 2,379 shares; 2025Q2: 2,390 shares; 2025Q3: 2,385 shares; 2025Q4: 2,417 shares 2,417 $1.38M 0.16% +32 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: 3,763 shares; 2024Q4: 3,809 shares; 2025Q1: 3,839 shares; 2025Q2: 3,855 shares; 2025Q3: 3,848 shares; 2025Q4: 3,893 shares 3,893 $1.36M 0.15% +45 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,318 shares; 2025Q1: 1,308 shares; 2025Q2: 1,348 shares; 2025Q3: 1,317 shares; 2025Q4: 1,245 shares 1,245 $1.34M 0.15% -72 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: 12,033 shares; 2024Q4: 12,166 shares; 2025Q1: 12,420 shares; 2025Q2: 14,261 shares; 2025Q3: 15,086 shares; 2025Q4: 31,276 shares 31,276 $1.33M 0.15% +16,190 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: 14,705 shares; 2024Q4: 14,705 shares; 2025Q1: 14,536 shares; 2025Q2: 14,406 shares; 2025Q3: 14,406 shares; 2025Q4: 14,506 shares 14,506 $1.31M 0.15% +100 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: 6,941 shares; 2024Q4: 7,373 shares; 2025Q1: 7,353 shares; 2025Q2: 7,490 shares; 2025Q3: 7,492 shares; 2025Q4: 7,394 shares 7,394 $1.31M 0.15% -98 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: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,100 shares; 2025Q3: 3,151 shares; 2025Q4: 3,288 shares 3,288 $1.3M 0.15% +137 Timeline IGF 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: 21,332 shares; 2024Q4: 21,332 shares; 2025Q1: 21,332 shares; 2025Q2: 21,384 shares; 2025Q3: 21,085 shares; 2025Q4: 20,950 shares 20,950 $1.29M 0.15% -135 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 14,887 shares; 2025Q1: 13,926 shares; 2025Q2: 14,426 shares; 2025Q3: 14,511 shares; 2025Q4: 14,859 shares 14,859 $1.28M 0.14% +348 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: 8,903 shares; 2024Q4: 8,903 shares; 2025Q1: 8,903 shares; 2025Q2: 8,863 shares; 2025Q3: 9,044 shares; 2025Q4: 9,044 shares 9,044 $1.28M 0.14% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,693 shares; 2024Q4: 26,350 shares; 2025Q1: 26,386 shares; 2025Q2: 26,647 shares; 2025Q3: 27,824 shares; 2025Q4: 27,824 shares 27,824 $1.25M 0.14% 0 Timeline IYT 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: 15,110 shares; 2024Q4: 13,041 shares; 2025Q1: 12,498 shares; 2025Q2: 10,769 shares; 2025Q3: 9,534 shares; 2025Q4: 27,228 shares 27,228 $1.24M 0.14% +17,694 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: 2,180 shares; 2024Q4: 2,136 shares; 2025Q1: 2,280 shares; 2025Q2: 2,190 shares; 2025Q3: 3,682 shares; 2025Q4: 3,604 shares 3,604 $1.18M 0.13% -78 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,880 shares 19,880 $1.18M 0.13% new 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: 2,173 shares; 2024Q4: 2,133 shares; 2025Q1: 2,197 shares; 2025Q2: 2,343 shares; 2025Q3: 2,300 shares; 2025Q4: 2,319 shares 2,319 $1.17M 0.13% +19 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,205 shares; 2024Q4: 24,205 shares; 2025Q1: 24,205 shares; 2025Q2: 24,225 shares; 2025Q3: 22,610 shares; 2025Q4: 22,652 shares 22,652 $1.16M 0.13% +42 Timeline JPEF 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: 10,017 shares; 2024Q4: 14,014 shares; 2025Q1: 16,498 shares; 2025Q2: 17,359 shares; 2025Q3: 16,292 shares; 2025Q4: 15,294 shares 15,294 $1.14M 0.13% -998 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,755 shares; 2025Q3: 32,755 shares; 2025Q4: 31,602 shares 31,602 $1.11M 0.13% -1,153 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: 39,729 shares; 2025Q1: 37,625 shares; 2025Q2: 40,372 shares; 2025Q3: 40,927 shares; 2025Q4: 41,897 shares 41,897 $1.1M 0.12% +970 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 1,706 shares; 2025Q3: 6,536 shares; 2025Q4: 8,808 shares 8,808 $1.09M 0.12% +2,272 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,894 shares; 2025Q1: 2,895 shares; 2025Q2: 2,895 shares; 2025Q3: 2,906 shares; 2025Q4: 2,908 shares 2,908 $1.09M 0.12% +2 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: 6,256 shares; 2024Q4: 6,387 shares; 2025Q1: 6,852 shares; 2025Q2: 8,481 shares; 2025Q3: 8,778 shares; 2025Q4: 8,901 shares 8,901 $1.07M 0.12% +123 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 2,343 shares 2,343 $1.05M 0.12% +2,338 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: 9,540 shares; 2024Q4: 9,547 shares; 2025Q1: 9,410 shares; 2025Q2: 9,156 shares; 2025Q3: 9,287 shares; 2025Q4: 9,638 shares 9,638 $1.03M 0.12% +351 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: 3,919 shares; 2024Q4: 3,960 shares; 2025Q1: 4,344 shares; 2025Q2: 4,395 shares; 2025Q3: 4,425 shares; 2025Q4: 4,460 shares 4,460 $1.02M 0.11% +35 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,329 shares; 2024Q4: 20,329 shares; 2025Q1: 21,248 shares; 2025Q2: 22,151 shares; 2025Q3: 22,151 shares; 2025Q4: 22,151 shares 22,151 $1.02M 0.11% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,730 shares; 2024Q4: 12,288 shares; 2025Q1: 11,207 shares; 2025Q2: 11,292 shares; 2025Q3: 11,497 shares; 2025Q4: 11,941 shares 11,941 $988K 0.11% +444 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: 12,156 shares; 2024Q4: 12,156 shares; 2025Q1: 12,156 shares; 2025Q2: 12,263 shares; 2025Q3: 12,156 shares; 2025Q4: 12,159 shares 12,159 $975K 0.11% +3 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: 3,949 shares; 2024Q4: 3,987 shares; 2025Q1: 3,933 shares; 2025Q2: 3,974 shares; 2025Q3: 3,995 shares; 2025Q4: 3,999 shares 3,999 $964K 0.11% +4 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 5,103 shares; 2025Q1: 5,626 shares; 2025Q2: 5,669 shares; 2025Q3: 6,108 shares; 2025Q4: 6,653 shares 6,653 $955K 0.11% +545 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: 3,540 shares; 2024Q4: 3,152 shares; 2025Q1: 4,381 shares; 2025Q2: 4,148 shares; 2025Q3: 4,454 shares; 2025Q4: 4,544 shares 4,544 $940K 0.11% +90 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 12,581 shares; 2025Q1: 12,519 shares; 2025Q2: 12,519 shares; 2025Q3: 12,519 shares; 2025Q4: 12,519 shares 12,519 $930K 0.1% 0 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 15,946 shares; 2025Q1: 15,956 shares; 2025Q2: 15,969 shares; 2025Q3: 15,981 shares; 2025Q4: 15,923 shares 15,923 $919K 0.1% -58 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,064 shares; 2024Q4: 35,064 shares; 2025Q1: 35,064 shares; 2025Q2: 35,064 shares; 2025Q3: 33,104 shares; 2025Q4: 32,876 shares 32,876 $832K 0.09% -228 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: 9,811 shares; 2024Q4: 13,938 shares; 2025Q1: 15,073 shares; 2025Q2: 15,275 shares; 2025Q3: 13,871 shares; 2025Q4: 14,166 shares 14,166 $811K 0.09% +295 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,138 shares; 2025Q1: 4,164 shares; 2025Q2: 4,441 shares; 2025Q3: 4,595 shares; 2025Q4: 4,646 shares 4,646 $795K 0.09% +51 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: 18,169 shares; 2024Q4: 18,114 shares; 2025Q1: 18,039 shares; 2025Q2: 17,547 shares; 2025Q3: 16,713 shares; 2025Q4: 16,181 shares 16,181 $795K 0.09% -532 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: 11,124 shares; 2024Q4: 10,910 shares; 2025Q1: 10,855 shares; 2025Q2: 10,304 shares; 2025Q3: 11,720 shares; 2025Q4: 11,720 shares 11,720 $788K 0.09% 0 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: 5,522 shares; 2024Q4: 5,624 shares; 2025Q1: 5,426 shares; 2025Q2: 5,121 shares; 2025Q3: 4,861 shares; 2025Q4: 4,895 shares 4,895 $785K 0.09% +34 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,678 shares; 2025Q1: 5,075 shares; 2025Q2: 5,870 shares; 2025Q3: 5,374 shares; 2025Q4: 7,746 shares 7,746 $778K 0.09% +2,372 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 8,294 shares; 2025Q1: 8,294 shares; 2025Q2: 8,301 shares; 2025Q3: 8,209 shares; 2025Q4: 7,620 shares 7,620 $776K 0.09% -589 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 8,631 shares 8,631 $772K 0.09% +4,553 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 19,199 shares; 2025Q1: 18,789 shares; 2025Q2: 16,914 shares; 2025Q3: 15,156 shares; 2025Q4: 15,156 shares 15,156 $767K 0.09% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,444 shares; 2024Q4: 21,047 shares; 2025Q1: 17,132 shares; 2025Q2: 15,744 shares; 2025Q3: 15,748 shares; 2025Q4: 15,750 shares 15,750 $766K 0.09% +2 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: 3,578 shares; 2024Q4: 10,734 shares; 2025Q1: 10,734 shares; 2025Q2: 12,634 shares; 2025Q3: 16,815 shares; 2025Q4: 27,654 shares 27,654 $759K 0.09% +10,839 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 20,988 shares 20,988 $758K 0.09% +20,935 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.09% 0 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: 8,777 shares; 2024Q4: 8,778 shares; 2025Q1: 8,778 shares; 2025Q2: 9,351 shares; 2025Q3: 9,359 shares; 2025Q4: 9,683 shares 9,683 $752K 0.08% +324 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 724 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 676 shares 676 $724K 0.08% -42 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 9,534 shares 9,534 $710K 0.08% +6,934 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,435 shares; 2024Q4: 16,435 shares; 2025Q1: 16,435 shares; 2025Q2: 16,435 shares; 2025Q3: 16,960 shares; 2025Q4: 16,960 shares 16,960 $704K 0.08% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 13,680 shares; 2025Q1: 13,670 shares; 2025Q2: 13,682 shares; 2025Q3: 13,683 shares; 2025Q4: 13,767 shares 13,767 $688K 0.08% +84 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,043 shares; 2024Q4: 8,924 shares; 2025Q1: 9,229 shares; 2025Q2: 9,000 shares; 2025Q3: 9,020 shares; 2025Q4: 9,085 shares 9,085 $680K 0.08% +65 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,600 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares 1,608 $679K 0.08% 0 Timeline PUI 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: 17,705 shares; 2024Q4: 17,626 shares; 2025Q1: 17,626 shares; 2025Q2: 15,547 shares; 2025Q3: 15,547 shares; 2025Q4: 15,547 shares 15,547 $678K 0.08% 0 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,465 shares; 2024Q4: 22,470 shares; 2025Q1: 21,233 shares; 2025Q2: 21,250 shares; 2025Q3: 21,514 shares; 2025Q4: 21,522 shares 21,522 $674K 0.08% +8 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 2,091 shares; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares 2,096 $668K 0.08% 0 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: 6,247 shares; 2024Q4: 9,790 shares; 2025Q1: 10,270 shares; 2025Q2: 10,311 shares; 2025Q3: 10,343 shares; 2025Q4: 10,537 shares 10,537 $612K 0.07% +194 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 13,392 shares; 2025Q1: 13,238 shares; 2025Q2: 13,268 shares; 2025Q3: 13,855 shares; 2025Q4: 15,890 shares 15,890 $600K 0.07% +2,035 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 6,040 shares; 2025Q1: 7,075 shares; 2025Q2: 8,583 shares; 2025Q3: 8,457 shares; 2025Q4: 11,455 shares 11,455 $587K 0.07% +2,998 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: 3,371 shares; 2024Q4: 3,408 shares; 2025Q1: 3,311 shares; 2025Q2: 3,370 shares; 2025Q3: 3,386 shares; 2025Q4: 3,394 shares 3,394 $581K 0.07% +8 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 118 shares; 2025Q2: 195 shares; 2025Q3: 56 shares; 2025Q4: 996 shares 996 $577K 0.07% +940 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,422 shares; 2024Q4: 33,900 shares; 2025Q1: 33,803 shares; 2025Q2: 33,816 shares; 2025Q3: 32,152 shares; 2025Q4: 11,342 shares 11,342 $571K 0.06% -20,810 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: 3,877 shares; 2024Q4: 3,890 shares; 2025Q1: 3,908 shares; 2025Q2: 3,887 shares; 2025Q3: 3,889 shares; 2025Q4: 3,971 shares 3,971 $570K 0.06% +82 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,727 shares; 2025Q2: 1,715 shares; 2025Q3: 1,290 shares; 2025Q4: 3,272 shares 3,272 $568K 0.06% +1,982 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: 3,647 shares; 2024Q4: 3,658 shares; 2025Q1: 3,659 shares; 2025Q2: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,494 shares 3,494 $566K 0.06% -172 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares; 2025Q2: 3,788 shares; 2025Q3: 4,017 shares; 2025Q4: 4,206 shares 4,206 $565K 0.06% +189 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: 1,255 shares; 2024Q4: 1,254 shares; 2025Q1: 1,255 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,325 shares 2,325 $564K 0.06% +1 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,648 shares; 2025Q1: 2,648 shares; 2025Q2: 2,476 shares; 2025Q3: 2,373 shares; 2025Q4: 9,571 shares 9,571 $562K 0.06% +7,198 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: 3,400 shares; 2024Q4: 3,401 shares; 2025Q1: 4,036 shares; 2025Q2: 3,963 shares; 2025Q3: 3,946 shares; 2025Q4: 3,785 shares 3,785 $542K 0.06% -161 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: 2,429 shares; 2024Q4: 2,431 shares; 2025Q1: 2,433 shares; 2025Q2: 2,178 shares; 2025Q3: 2,078 shares; 2025Q4: 2,081 shares 2,081 $537K 0.06% +3 Timeline PID 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: 26,166 shares; 2024Q4: 26,194 shares; 2025Q1: 26,250 shares; 2025Q2: 25,741 shares; 2025Q3: 24,088 shares; 2025Q4: 24,120 shares 24,120 $531K 0.06% +32 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,259 shares; 2024Q4: 23,190 shares; 2025Q1: 22,989 shares; 2025Q2: 23,152 shares; 2025Q3: 19,977 shares; 2025Q4: 17,107 shares 17,107 $530K 0.06% -2,870 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: 1,927 shares; 2024Q4: 2,063 shares; 2025Q1: 2,007 shares; 2025Q2: 2,154 shares; 2025Q3: 2,008 shares; 2025Q4: 2,035 shares 2,035 $523K 0.06% +27 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: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,185 shares; 2025Q3: 2,676 shares; 2025Q4: 2,074 shares 2,074 $521K 0.06% -602 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: 5,497 shares; 2024Q4: 5,660 shares; 2025Q1: 6,447 shares; 2025Q2: 6,741 shares; 2025Q3: 6,784 shares; 2025Q4: 6,750 shares 6,750 $520K 0.06% -34 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,822 shares; 2025Q1: 1,778 shares; 2025Q2: 1,479 shares; 2025Q3: 1,550 shares; 2025Q4: 1,566 shares 1,566 $517K 0.06% +16 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 993 shares; 2025Q1: 1,003 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares 1,004 $513K 0.06% 0 Timeline QEMM 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: 7,761 shares; 2024Q4: 7,761 shares; 2025Q1: 7,761 shares; 2025Q2: 7,761 shares; 2025Q3: 7,761 shares; 2025Q4: 7,761 shares 7,761 $513K 0.06% 0 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: 2,620 shares; 2024Q4: 3,732 shares; 2025Q1: 3,598 shares; 2025Q2: 3,602 shares; 2025Q3: 5,056 shares; 2025Q4: 5,040 shares 5,040 $503K 0.06% -16 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,738 shares; 2024Q4: 18,402 shares; 2025Q1: 18,281 shares; 2025Q2: 15,294 shares; 2025Q3: 11,307 shares; 2025Q4: 11,307 shares 11,307 $502K 0.06% 0 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: 2,654 shares; 2024Q4: 2,747 shares; 2025Q1: 2,649 shares; 2025Q2: 2,696 shares; 2025Q3: 2,647 shares; 2025Q4: 2,542 shares 2,542 $496K 0.06% -105 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: 1,281 shares; 2024Q4: 1,317 shares; 2025Q1: 1,311 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares 1,318 $488K 0.06% 0 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: 1,582 shares; 2024Q4: 1,609 shares; 2025Q1: 1,624 shares; 2025Q2: 1,571 shares; 2025Q3: 1,590 shares; 2025Q4: 1,597 shares 1,597 $488K 0.06% +7 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,101 shares; 2025Q1: 1,019 shares; 2025Q2: 1,030 shares; 2025Q3: 1,014 shares; 2025Q4: 1,007 shares 1,007 $487K 0.05% -7 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,087 shares; 2025Q1: 8,088 shares; 2025Q2: 8,089 shares; 2025Q3: 8,090 shares; 2025Q4: 8,091 shares 8,091 $486K 0.05% +1 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: 1,309 shares; 2024Q4: 1,356 shares; 2025Q1: 1,348 shares; 2025Q2: 1,364 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares 1,441 $485K 0.05% 0 Timeline LDUR 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: 5,012 shares; 2024Q4: 5,027 shares; 2025Q1: 5,042 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares 5,057 $485K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,745 shares; 2025Q1: 1,952 shares; 2025Q2: 1,962 shares; 2025Q3: 2,078 shares; 2025Q4: 2,078 shares 2,078 $481K 0.05% 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: 2,129 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,079 shares; 2025Q3: 2,078 shares; 2025Q4: 2,165 shares 2,165 $476K 0.05% +87 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,262 shares; 2025Q4: 5,262 shares 5,262 $473K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 5,054 shares; 2025Q1: 4,666 shares; 2025Q2: 4,732 shares; 2025Q3: 4,587 shares; 2025Q4: 4,486 shares 4,486 $472K 0.05% -101 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 9,740 shares; 2025Q1: 9,737 shares; 2025Q2: 9,737 shares; 2025Q3: 7,837 shares; 2025Q4: 7,837 shares 7,837 $472K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 1,042 shares; 2025Q4: 3,638 shares 3,638 $470K 0.05% +2,596 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: 4,123 shares; 2024Q4: 4,156 shares; 2025Q1: 4,221 shares; 2025Q2: 4,209 shares; 2025Q3: 4,211 shares; 2025Q4: 4,211 shares 4,211 $469K 0.05% 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: 97 shares; 2024Q4: 110 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 556 shares; 2025Q4: 564 shares 564 $463K 0.05% +8 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,235 shares; 2025Q3: 4,246 shares; 2025Q4: 4,258 shares 4,258 $461K 0.05% +12 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,049 shares; 2025Q3: 2,156 shares; 2025Q4: 2,157 shares 2,157 $457K 0.05% +1 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: 6,507 shares; 2024Q4: 14,339 shares; 2025Q1: 15,955 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 15,380 shares 15,380 $438K 0.05% 0 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: 2,118 shares; 2024Q4: 2,138 shares; 2025Q1: 2,381 shares; 2025Q2: 2,382 shares; 2025Q3: 2,410 shares; 2025Q4: 2,459 shares 2,459 $437K 0.05% +49 Timeline SHM 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: 10,148 shares; 2024Q4: 10,148 shares; 2025Q1: 9,097 shares; 2025Q2: 9,097 shares; 2025Q3: 9,097 shares; 2025Q4: 9,097 shares 9,097 $437K 0.05% 0 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: 3,069 shares; 2024Q4: 3,085 shares; 2025Q1: 3,571 shares; 2025Q2: 3,702 shares; 2025Q3: 3,660 shares; 2025Q4: 3,478 shares 3,478 $436K 0.05% -182 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 759 shares; 2025Q3: 724 shares; 2025Q4: 717 shares 717 $433K 0.05% -7 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: 1,806 shares; 2024Q4: 1,808 shares; 2025Q1: 1,829 shares; 2025Q2: 1,810 shares; 2025Q3: 1,797 shares; 2025Q4: 1,665 shares 1,665 $428K 0.05% -132 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: 2,787 shares; 2024Q4: 2,801 shares; 2025Q1: 2,797 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,773 shares 2,773 $427K 0.05% +3 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 840 shares; 2025Q1: 843 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares 817 $427K 0.05% 0 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: 3,108 shares; 2024Q4: 3,108 shares; 2025Q1: 3,108 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares 3,108 $426K 0.05% 0 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: 7,588 shares; 2024Q4: 7,786 shares; 2025Q1: 7,716 shares; 2025Q2: 7,524 shares; 2025Q3: 7,546 shares; 2025Q4: 7,580 shares 7,580 $417K 0.05% +34 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: 2,517 shares; 2024Q4: 2,513 shares; 2025Q1: 2,870 shares; 2025Q2: 2,114 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares 2,275 $417K 0.05% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 664 shares; 2025Q1: 678 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 620 shares 620 $411K 0.05% -15 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: 407 shares; 2024Q4: 418 shares; 2025Q1: 414 shares; 2025Q2: 435 shares; 2025Q3: 429 shares; 2025Q4: 4,383 shares 4,383 $411K 0.05% +3,954 Timeline QQEW 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares 2,890 $411K 0.05% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,569 shares; 2025Q1: 1,550 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares 1,639 $404K 0.05% 0 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: 39,454 shares; 2024Q4: 40,300 shares; 2025Q1: 41,283 shares; 2025Q2: 41,459 shares; 2025Q3: 42,307 shares; 2025Q4: 7,069 shares 7,069 $387K 0.04% -35,238 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,225 shares; 2025Q1: 1,203 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,192 shares 1,192 $386K 0.04% -30 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,878 shares; 2025Q2: 1,904 shares; 2025Q3: 1,784 shares; 2025Q4: 1,673 shares 1,673 $383K 0.04% -111 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,099 shares; 2025Q1: 2,116 shares; 2025Q2: 2,153 shares; 2025Q3: 2,153 shares; 2025Q4: 2,153 shares 2,153 $382K 0.04% 0 Timeline NOBL 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: 4,001 shares; 2024Q4: 4,018 shares; 2025Q1: 3,829 shares; 2025Q2: 3,837 shares; 2025Q3: 3,846 shares; 2025Q4: 3,660 shares 3,660 $381K 0.04% -186 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,278 shares; 2025Q1: 1,251 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,393 shares 1,393 $380K 0.04% +106 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: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,856 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares 1,791 $379K 0.04% 0 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: 305 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 288 shares; 2025Q3: 304 shares; 2025Q4: 311 shares 311 $378K 0.04% +7 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 11,193 shares; 2025Q1: 9,019 shares; 2025Q2: 9,019 shares; 2025Q3: 9,019 shares; 2025Q4: 9,019 shares 9,019 $373K 0.04% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 5,206 shares; 2025Q1: 5,208 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares 5,350 $372K 0.04% 0 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: 1,584 shares; 2024Q4: 1,502 shares; 2025Q1: 1,757 shares; 2025Q2: 1,654 shares; 2025Q3: 1,656 shares; 2025Q4: 1,678 shares 1,678 $359K 0.04% +22 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,826 shares; 2025Q4: 4,460 shares 4,460 $358K 0.04% +1,634 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,482 shares; 2025Q1: 4,482 shares; 2025Q2: 4,482 shares; 2025Q3: 4,482 shares; 2025Q4: 4,482 shares 4,482 $358K 0.04% 0 Timeline JMST 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: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares 6,950 $354K 0.04% 0 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: 3,820 shares; 2024Q4: 11,735 shares; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares 11,735 $353K 0.04% 0 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: 3,228 shares; 2024Q4: 3,378 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 7,882 shares; 2025Q4: 7,882 shares 7,882 $349K 0.04% 0 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: 14,975 shares; 2024Q4: 14,061 shares; 2025Q1: 12,425 shares; 2025Q2: 10,913 shares; 2025Q3: 10,913 shares; 2025Q4: 10,432 shares 10,432 $342K 0.04% -481 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 7,068 shares 7,068 $340K 0.04% +7,044 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,373 shares; 2025Q1: 6,177 shares; 2025Q2: 6,181 shares; 2025Q3: 6,378 shares; 2025Q4: 6,383 shares 6,383 $339K 0.04% +5 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 423 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares 415 $336K 0.04% 0 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: 1,159 shares; 2024Q4: 1,204 shares; 2025Q1: 1,175 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,237 shares 1,237 $335K 0.04% +50 Timeline SMMU 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: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares 6,600 $333K 0.04% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares 3,375 $332K 0.04% 0 Timeline GSST 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: 7,473 shares; 2024Q4: 7,473 shares; 2025Q1: 6,973 shares; 2025Q2: 6,576 shares; 2025Q3: 6,576 shares; 2025Q4: 6,576 shares 6,576 $332K 0.04% 0 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: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,359 shares; 2025Q3: 2,118 shares; 2025Q4: 2,097 shares 2,097 $325K 0.04% -21 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 519 shares; 2025Q3: 563 shares; 2025Q4: 563 shares 563 $323K 0.04% 0 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,889 shares; 2024Q4: 9,170 shares; 2025Q1: 9,170 shares; 2025Q2: 9,170 shares; 2025Q3: 8,798 shares; 2025Q4: 8,798 shares 8,798 $322K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 906 shares; 2025Q1: 896 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 901 shares 901 $317K 0.04% +2 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: 3,270 shares; 2024Q4: 3,334 shares; 2025Q1: 3,332 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,402 shares 3,402 $317K 0.04% 0 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 7,459 shares; 2025Q1: 7,464 shares; 2025Q2: 7,229 shares; 2025Q3: 7,234 shares; 2025Q4: 7,242 shares 7,242 $317K 0.04% +8 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: 3,185 shares; 2024Q4: 3,384 shares; 2025Q1: 3,280 shares; 2025Q2: 3,226 shares; 2025Q3: 3,268 shares; 2025Q4: 3,266 shares 3,266 $314K 0.04% -2 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: 3,698 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares 3,698 $313K 0.04% 0 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: 1,784 shares; 2024Q4: 1,722 shares; 2025Q1: 1,744 shares; 2025Q2: 1,815 shares; 2025Q3: 2,050 shares; 2025Q4: 2,012 shares 2,012 $307K 0.03% -38 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: 351 shares; 2024Q4: 353 shares; 2025Q1: 359 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares 347 $305K 0.03% 0 Timeline SMDV 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: 4,566 shares; 2024Q4: 4,566 shares; 2025Q1: 4,566 shares; 2025Q2: 4,943 shares; 2025Q3: 4,945 shares; 2025Q4: 4,622 shares 4,622 $305K 0.03% -323 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: 8,961 shares; 2024Q4: 8,968 shares; 2025Q1: 7,999 shares; 2025Q2: 8,031 shares; 2025Q3: 7,630 shares; 2025Q4: 7,645 shares 7,645 $302K 0.03% +15 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: 5,247 shares; 2024Q4: 5,262 shares; 2025Q1: 5,264 shares; 2025Q2: 5,478 shares; 2025Q3: 5,356 shares; 2025Q4: 3,575 shares 3,575 $301K 0.03% -1,781 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,889 shares; 2024Q4: 9,233 shares; 2025Q1: 9,261 shares; 2025Q2: 9,291 shares; 2025Q3: 9,322 shares; 2025Q4: 9,353 shares 9,353 $300K 0.03% +31 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: 14,365 shares; 2024Q4: 14,182 shares; 2025Q1: 13,566 shares; 2025Q2: 12,231 shares; 2025Q3: 11,977 shares; 2025Q4: 11,985 shares 11,985 $298K 0.03% +8 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: 3,692 shares; 2024Q4: 3,771 shares; 2025Q1: 4,214 shares; 2025Q2: 4,075 shares; 2025Q3: 4,024 shares; 2025Q4: 4,238 shares 4,238 $296K 0.03% +214 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $295K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,039 shares; 2025Q1: 1,028 shares; 2025Q2: 1,044 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares 1,021 $295K 0.03% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: 4,693 shares; 2025Q3: 4,693 shares; 2025Q4: 4,693 shares 4,693 $284K 0.03% 0 Timeline JSML 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: 3,806 shares; 2024Q4: 3,806 shares; 2025Q1: 3,806 shares; 2025Q2: 3,806 shares; 2025Q3: 3,731 shares; 2025Q4: 3,864 shares 3,864 $284K 0.03% +133 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: 50 shares; 2024Q4: 67 shares; 2025Q1: 177 shares; 2025Q2: 154 shares; 2025Q3: 605 shares; 2025Q4: 605 shares 605 $282K 0.03% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 1,528 shares 1,528 $282K 0.03% +1,321 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: 2,534 shares; 2024Q4: 2,554 shares; 2025Q1: 2,563 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,473 shares 2,473 $281K 0.03% -290 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 824 shares; 2025Q4: 826 shares 826 $281K 0.03% +2 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 3,853 shares; 2025Q4: 4,391 shares 4,391 $279K 0.03% +538 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: 871 shares; 2024Q4: 740 shares; 2025Q1: 727 shares; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 791 shares 791 $277K 0.03% +80 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,651 shares; 2024Q4: 6,335 shares; 2025Q1: 5,104 shares; 2025Q2: 4,911 shares; 2025Q3: 3,927 shares; 2025Q4: 3,927 shares 3,927 $273K 0.03% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 4,908 shares; 2025Q1: 4,915 shares; 2025Q2: 5,039 shares; 2025Q3: 5,046 shares; 2025Q4: 4,261 shares 4,261 $269K 0.03% -785 Timeline GRPM 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: 2,175 shares; 2024Q4: 2,177 shares; 2025Q1: 2,181 shares; 2025Q2: 2,186 shares; 2025Q3: 2,189 shares; 2025Q4: 2,191 shares 2,191 $263K 0.03% +2 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 2,452 shares; 2025Q2: 2,452 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares 2,452 $262K 0.03% 0 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: 1,066 shares; 2024Q4: 1,073 shares; 2025Q1: 1,049 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,044 shares 1,044 $258K 0.03% -2 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: 4,201 shares; 2025Q1: 4,201 shares; 2025Q2: 4,201 shares; 2025Q3: 4,201 shares; 2025Q4: 4,201 shares 4,201 $254K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,293 shares; 2025Q1: 2,292 shares; 2025Q2: 2,276 shares; 2025Q3: 2,274 shares; 2025Q4: 2,293 shares 2,293 $253K 0.03% +19 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 824 shares; 2025Q1: 817 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares 809 $253K 0.03% 0 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,850 shares; 2025Q2: 3,863 shares; 2025Q3: 7,462 shares; 2025Q4: 10,974 shares 10,974 $251K 0.03% +3,512 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: 756 shares; 2024Q4: 787 shares; 2025Q1: 774 shares; 2025Q2: 843 shares; 2025Q3: 1,018 shares; 2025Q4: 939 shares 939 $249K 0.03% -79 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 651 shares; 2025Q1: 658 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 560 shares 560 $249K 0.03% -84 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,543 shares; 2025Q4: 1,543 shares 1,543 $246K 0.03% 0 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: 3,703 shares; 2024Q4: 3,354 shares; 2025Q1: 3,272 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,204 shares 3,204 $246K 0.03% -68 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 1,022 shares; 2025Q4: 847 shares 847 $236K 0.03% -175 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 266 shares 266 $234K 0.03% +17 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 1,011 shares; 2025Q4: 971 shares 971 $233K 0.03% -40 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: 1,442 shares; 2024Q4: 1,519 shares; 2025Q1: 1,618 shares; 2025Q2: 1,444 shares; 2025Q3: 1,446 shares; 2025Q4: 1,448 shares 1,448 $232K 0.03% +2 Timeline ITDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,817 shares 2,817 $232K 0.03% 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: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 4,267 shares 4,267 $229K 0.03% +2,565 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,161 shares; 2025Q1: 1,173 shares; 2025Q2: 1,214 shares; 2025Q3: 781 shares; 2025Q4: 850 shares 850 $228K 0.03% +69 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: 3,470 shares; 2024Q4: 3,640 shares; 2025Q1: 3,807 shares; 2025Q2: 3,849 shares; 2025Q3: 3,921 shares; 2025Q4: 3,959 shares 3,959 $228K 0.03% +38 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,307 shares; 2025Q1: 3,309 shares; 2025Q2: 3,290 shares; 2025Q3: 3,070 shares; 2025Q4: 3,085 shares 3,085 $227K 0.03% +15 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 2,921 shares; 2025Q3: 4,443 shares; 2025Q4: 4,485 shares 4,485 $226K 0.03% +42 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: 1,686 shares; 2024Q4: 1,719 shares; 2025Q1: 1,672 shares; 2025Q2: 1,673 shares; 2025Q3: 1,479 shares; 2025Q4: 1,480 shares 1,480 $222K 0.03% +1 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: 96 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 181 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205 $219K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares 1,257 $218K 0.02% 0 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: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,000 shares; 2025Q2: 870 shares; 2025Q3: 746 shares; 2025Q4: 746 shares 746 $217K 0.02% 0 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 4,035 shares; 2025Q1: 4,035 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 4,036 shares 4,036 $212K 0.02% +1 Timeline EMGF 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: 3,842 shares; 2024Q4: 3,848 shares; 2025Q1: 3,628 shares; 2025Q2: 3,631 shares; 2025Q3: 3,631 shares; 2025Q4: 3,635 shares 3,635 $210K 0.02% +4 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: 14,641 shares; 2024Q4: 14,641 shares; 2025Q1: 4,291 shares; 2025Q2: 4,294 shares; 2025Q3: 2,385 shares; 2025Q4: 4,578 shares 4,578 $208K 0.02% +2,193 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: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares 2,304 $204K 0.02% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,174 shares; 2025Q1: 4,234 shares; 2025Q2: 3,907 shares; 2025Q3: 3,966 shares; 2025Q4: 3,966 shares 3,966 $202K 0.02% 0 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: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 4,426 shares 4,426 $202K 0.02% +2,953 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: 959 shares; 2024Q4: 862 shares; 2025Q1: 784 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 927 shares 927 $201K 0.02% +11 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares 1,148 $199K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares 2,047 $197K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $196K 0.02% 0 Timeline TOLZ 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $195K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,445 shares; 2025Q1: 2,446 shares; 2025Q2: 2,260 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares 2,259 $193K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 412 shares; 2025Q1: 421 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 435 shares 435 $185K 0.02% +10 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,381 shares; 2025Q4: 2,474 shares 2,474 $180K 0.02% +93 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 79 shares; 2025Q2: 86 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares 1,096 $178K 0.02% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,999 shares; 2025Q1: 1,295 shares; 2025Q2: 2,080 shares; 2025Q3: 2,286 shares; 2025Q4: 2,286 shares 2,286 $177K 0.02% 0 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: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 684 shares; 2025Q3: 648 shares; 2025Q4: 581 shares 581 $176K 0.02% -67 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares 941 $174K 0.02% 0 Timeline PBP 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: 7,501 shares; 2024Q4: 7,501 shares; 2025Q1: 7,501 shares; 2025Q2: 7,522 shares; 2025Q3: 7,538 shares; 2025Q4: 7,564 shares 7,564 $173K 0.02% +26 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: 3,645 shares; 2024Q4: 3,682 shares; 2025Q1: 3,252 shares; 2025Q2: 3,376 shares; 2025Q3: 3,281 shares; 2025Q4: 3,203 shares 3,203 $172K 0.02% -78 Timeline SPSB 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: 7,587 shares; 2024Q4: 7,587 shares; 2025Q1: 7,587 shares; 2025Q2: 7,587 shares; 2025Q3: 5,621 shares; 2025Q4: 5,675 shares 5,675 $171K 0.02% +54 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares 2,305 $170K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,277 shares; 2025Q1: 1,276 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares 1,348 $165K 0.02% 0 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: 1,901 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares 1,901 $162K 0.02% 0 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: 1,101 shares; 2024Q4: 1,102 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $161K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 903 shares; 2025Q1: 803 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares 498 $161K 0.02% 0 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: 5,588 shares; 2024Q4: 4,191 shares; 2025Q1: 5,972 shares; 2025Q2: 4,398 shares; 2025Q3: 4,308 shares; 2025Q4: 4,334 shares 4,334 $160K 0.02% +26 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: 8,939 shares; 2024Q4: 8,944 shares; 2025Q1: 8,950 shares; 2025Q2: 6,993 shares; 2025Q3: 6,838 shares; 2025Q4: 6,561 shares 6,561 $158K 0.02% -277 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,949 shares 1,949 $158K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,422 shares; 2025Q1: 1,414 shares; 2025Q2: 1,415 shares; 2025Q3: 1,414 shares; 2025Q4: 1,400 shares 1,400 $157K 0.02% -14 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,263 shares; 2025Q1: 1,264 shares; 2025Q2: 1,332 shares; 2025Q3: 1,219 shares; 2025Q4: 1,220 shares 1,220 $157K 0.02% +1 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,041 shares; 2025Q1: 1,006 shares; 2025Q2: 1,079 shares; 2025Q3: 1,087 shares; 2025Q4: 1,093 shares 1,093 $157K 0.02% +6 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares 3,825 $156K 0.02% 0 Timeline BOND 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: 1,100 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares 1,661 $155K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 482 shares; 2025Q1: 479 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $154K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 242 shares; 2025Q1: 238 shares; 2025Q2: 225 shares; 2025Q3: 228 shares; 2025Q4: 228 shares 228 $154K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,666 shares; 2025Q1: 2,726 shares; 2025Q2: 2,776 shares; 2025Q3: 2,828 shares; 2025Q4: 2,885 shares 2,885 $154K 0.02% +57 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,765 shares 10,765 $151K 0.02% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 454 shares; 2025Q1: 455 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 11,089 shares 11,089 $148K 0.02% +10,638 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: 1,812 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares 1,812 $147K 0.02% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares 817 $146K 0.02% 0 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: 610 shares; 2024Q4: 680 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares 682 $140K 0.02% 0 Timeline JSMD 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: 1,601 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares 1,702 $139K 0.02% 0 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218 $137K 0.02% 0 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: 4,236 shares; 2024Q4: 4,818 shares; 2025Q1: 5,485 shares; 2025Q2: 5,610 shares; 2025Q3: 5,522 shares; 2025Q4: 5,475 shares 5,475 $136K 0.02% -47 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,327 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares 1,296 $136K 0.02% 0 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: 1,526 shares; 2024Q4: 1,423 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 755 shares 755 $133K 0.01% -764 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: 2,652 shares; 2024Q4: 2,915 shares; 2025Q1: 3,291 shares; 2025Q2: 2,995 shares; 2025Q3: 3,120 shares; 2025Q4: 3,267 shares 3,267 $133K 0.01% +147 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 1,779 shares; 2025Q3: 1,923 shares; 2025Q4: 1,923 shares 1,923 $133K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 806 shares; 2025Q1: 795 shares; 2025Q2: 818 shares; 2025Q3: 817 shares; 2025Q4: 817 shares 817 $133K 0.01% 0 Timeline IDHQ 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: 2,568 shares; 2024Q4: 2,575 shares; 2025Q1: 2,117 shares; 2025Q2: 3,010 shares; 2025Q3: 3,784 shares; 2025Q4: 3,792 shares 3,792 $133K 0.01% +8 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: 199 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 230 shares 230 $132K 0.01% +31 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: 1,142 shares; 2024Q4: 1,309 shares; 2025Q1: 1,369 shares; 2025Q2: 1,638 shares; 2025Q3: 1,633 shares; 2025Q4: 1,399 shares 1,399 $131K 0.01% -234 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: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,200 shares; 2025Q2: 3,454 shares; 2025Q3: 3,423 shares; 2025Q4: 3,535 shares 3,535 $131K 0.01% +112 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: 3,112 shares; 2024Q4: 3,060 shares; 2025Q1: 3,124 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 1,622 shares 1,622 $130K 0.01% -422 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: 24 shares; 2024Q4: 25 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $129K 0.01% 0 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 2,600 shares 2,600 $129K 0.01% +1,942 Timeline VRP 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: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 5,023 shares; 2025Q2: 5,060 shares; 2025Q3: 5,112 shares; 2025Q4: 5,208 shares 5,208 $127K 0.01% +96 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: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares 1,183 $126K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares 2,062 $123K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,659 shares; 2025Q1: 3,165 shares; 2025Q2: 2,935 shares; 2025Q3: 2,539 shares; 2025Q4: 2,249 shares 2,249 $121K 0.01% -290 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $121K 0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares 1,903 $119K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares 1,345 $118K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 560 shares; 2025Q1: 555 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 567 shares 567 $118K 0.01% -80 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 808 shares; 2025Q2: 862 shares; 2025Q3: 793 shares; 2025Q4: 740 shares 740 $116K 0.01% -53 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,254 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,769 shares 1,769 $114K 0.01% +78 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: 2,268 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares 2,134 $113K 0.01% 0 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: 2,758 shares; 2024Q4: 2,776 shares; 2025Q1: 2,776 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 3,430 shares 3,430 $113K 0.01% +634 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: 4,850 shares; 2024Q4: 4,690 shares; 2025Q1: 5,553 shares; 2025Q2: 5,194 shares; 2025Q3: 4,696 shares; 2025Q4: 3,699 shares 3,699 $111K 0.01% -997 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: 822 shares; 2024Q4: 896 shares; 2025Q1: 877 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 949 shares 949 $111K 0.01% +80 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,702 shares 1,702 $111K 0.01% +3 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: 1,959 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,256 shares 2,256 $111K 0.01% +168 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,805 shares; 2025Q4: 1,733 shares 1,733 $111K 0.01% -72 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,730 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,715 shares 2,715 $110K 0.01% +585 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 257 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 258 shares 258 $109K 0.01% +3 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: 599 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 340 shares 340 $109K 0.01% -152 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares 543 $109K 0.01% 0 Timeline IQLT 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: 19,948 shares; 2024Q4: 19,718 shares; 2025Q1: 19,953 shares; 2025Q2: 21,998 shares; 2025Q3: 23,107 shares; 2025Q4: 2,600 shares 2,600 $108K 0.01% -20,507 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: 1,122 shares; 2024Q4: 1,092 shares; 2025Q1: 1,078 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares 1,067 $107K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares 443 $107K 0.01% 0 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: 1,333 shares; 2024Q4: 1,428 shares; 2025Q1: 1,410 shares; 2025Q2: 924 shares; 2025Q3: 558 shares; 2025Q4: 553 shares 553 $107K 0.01% -5 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares 1,813 $107K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,254 shares; 2025Q1: 1,232 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares 1,202 $106K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 647 shares; 2025Q1: 651 shares; 2025Q2: 666 shares; 2025Q3: 578 shares; 2025Q4: 459 shares 459 $105K 0.01% -119 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,721 shares 2,721 $105K 0.01% new Timeline INMU 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: 7,672 shares; 2024Q4: 7,672 shares; 2025Q1: 4,302 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares; 2025Q4: 4,302 shares 4,302 $103K 0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 16 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $102K 0.01% 0 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 391 shares 391 $100K 0.01% +194 Timeline HELO 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares 1,507 $100K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 208 shares; 2025Q1: 218 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares 213 $99K 0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 3,097 shares; 2025Q1: 2,929 shares; 2025Q2: 2,933 shares; 2025Q3: 2,057 shares; 2025Q4: 2,063 shares 2,063 $99K 0.01% +6 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 2,848 shares; 2025Q2: 2,848 shares; 2025Q3: 2,848 shares; 2025Q4: 3,004 shares 3,004 $99K 0.01% +156 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: 2,542 shares; 2024Q4: 2,652 shares; 2025Q1: 2,180 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares 2,676 $97K 0.01% 0 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: 3,338 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 2,912 shares; 2025Q3: 2,913 shares; 2025Q4: 1,530 shares 1,530 $97K 0.01% -1,383 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,323 shares; 2025Q1: 1,293 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares 1,301 $96K 0.01% 0 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: 798 shares; 2024Q4: 916 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares 913 $96K 0.01% 0 Timeline GEM 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: 2,519 shares; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: 2,302 shares 2,302 $96K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 763 shares; 2025Q1: 671 shares; 2025Q2: 585 shares; 2025Q3: 609 shares; 2025Q4: 695 shares 695 $94K 0.01% +86 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: 7,069 shares; 2024Q4: 7,069 shares; 2025Q1: 7,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares; 2025Q4: 1,958 shares 1,958 $94K 0.01% -5,111 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares 421 $94K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 410 shares; 2025Q1: 640 shares; 2025Q2: 764 shares; 2025Q3: 725 shares; 2025Q4: 722 shares 722 $94K 0.01% -3 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: 804 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares 804 $93K 0.01% 0 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: 243 shares; 2024Q4: 206 shares; 2025Q1: 220 shares; 2025Q2: 206 shares; 2025Q3: 251 shares; 2025Q4: 262 shares 262 $92K 0.01% +11 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 310 shares; 2025Q3: 308 shares; 2025Q4: 318 shares 318 $92K 0.01% +10 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $91K 0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 580 shares 580 $89K 0.01% +575 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares 960 $88K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,345 shares; 2025Q1: 2,446 shares; 2025Q2: 2,081 shares; 2025Q3: 2,088 shares; 2025Q4: 2,289 shares 2,289 $88K 0.01% +201 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares 429 $88K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 298 shares; 2025Q1: 1,139 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares 1,110 $88K 0.01% 0 Timeline VOOV 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares 429 $88K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares 531 $85K 0.01% 0 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: 519 shares; 2024Q4: 524 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 851 shares; 2025Q4: 852 shares 852 $85K 0.01% +1 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $85K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 476 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $84K 0.01% 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: 478 shares; 2024Q4: 618 shares; 2025Q1: 684 shares; 2025Q2: 650 shares; 2025Q3: 652 shares; 2025Q4: 653 shares 653 $83K 0.01% +1 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $83K 0.01% 0 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,798 shares; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,798 shares 2,798 $83K 0.01% 0 Timeline KOMP 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: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,382 shares; 2025Q4: 1,382 shares 1,382 $83K 0.01% 0 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: 368 shares; 2024Q4: 382 shares; 2025Q1: 379 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $82K 0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares 1,232 $82K 0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 244 shares; 2025Q4: 296 shares 296 $81K 0.01% +52 Timeline MLPA 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: 1,079 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares 1,666 $81K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 378 shares 378 $79K 0.01% -33 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: 393 shares; 2024Q4: 393 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares 317 $78K 0.01% 0 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: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 215 shares; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $78K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,314 shares; 2025Q1: 1,308 shares; 2025Q2: 1,310 shares; 2025Q3: 1,242 shares; 2025Q4: 1,244 shares 1,244 $78K 0.01% +2 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: 581 shares; 2024Q4: 575 shares; 2025Q1: 578 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 266 shares 266 $77K 0.01% -41 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,505 shares; 2025Q3: 2,954 shares; 2025Q4: 4,347 shares 4,347 $77K 0.01% +1,393 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 791 shares; 2025Q1: 947 shares; 2025Q2: 962 shares; 2025Q3: 961 shares; 2025Q4: 931 shares 931 $76K 0.01% -30 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: 316 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 334 shares 334 $76K 0.01% +11 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: 957 shares; 2024Q4: 955 shares; 2025Q1: 965 shares; 2025Q2: 1,144 shares; 2025Q3: 961 shares; 2025Q4: 1,291 shares 1,291 $76K 0.01% +330 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 325 shares; 2025Q1: 297 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 363 shares 363 $75K 0.01% +78 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares 552 $75K 0.01% 0 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 245 shares; 2025Q2: 241 shares; 2025Q3: 243 shares; 2025Q4: 242 shares 242 $74K 0.01% -1 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 851 shares 851 $74K 0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 2,103 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares 2,098 $74K 0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 366 shares 366 $74K 0.01% +360 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares 1,968 $74K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares 1,061 $74K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 5,824 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 618 shares 618 $74K 0.01% -2,283 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares 548 $73K 0.01% 0 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 246 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186 $72K 0.01% 0 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: 186 shares; 2024Q4: 272 shares; 2025Q1: 274 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 297 shares 297 $72K 0.01% +25 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 361 shares 361 $72K 0.01% +356 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 858 shares 858 $72K 0.01% -15 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares 1,423 $71K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 527 shares; 2025Q1: 641 shares; 2025Q2: 617 shares; 2025Q3: 613 shares; 2025Q4: 700 shares 700 $71K 0.01% +87 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares 139 $71K 0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares 815 $71K 0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 365 shares 365 $71K 0.01% +362 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 541 shares; 2025Q1: 499 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares 487 $70K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares 404 $69K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 199 shares; 2025Q1: 187 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 265 shares 265 $69K 0.01% +89 Timeline TFI 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: 4,426 shares; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 1,473 shares 1,473 $69K 0.01% -2,953 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,337 shares; 2025Q1: 1,263 shares; 2025Q2: 941 shares; 2025Q3: 1,371 shares; 2025Q4: 537 shares 537 $68K 0.01% -834 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: 1,350 shares; 2024Q4: 1,365 shares; 2025Q1: 1,334 shares; 2025Q2: 1,257 shares; 2025Q3: 1,259 shares; 2025Q4: 1,260 shares 1,260 $67K 0.01% +1 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 735 shares 735 $67K 0.01% -225 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 884 shares; 2025Q1: 788 shares; 2025Q2: 813 shares; 2025Q3: 849 shares; 2025Q4: 788 shares 788 $66K 0.01% -61 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 158 shares; 2025Q3: 197 shares; 2025Q4: 141 shares 141 $66K 0.01% -56 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439 shares 1,439 $66K 0.01% 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: 986 shares; 2024Q4: 687 shares; 2025Q1: 1,021 shares; 2025Q2: 902 shares; 2025Q3: 819 shares; 2025Q4: 819 shares 819 $65K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,649 shares; 2025Q1: 3,707 shares; 2025Q2: 3,774 shares; 2025Q3: 3,846 shares; 2025Q4: 3,922 shares 3,922 $65K 0.01% +76 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: 366 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 549 shares; 2025Q3: 546 shares; 2025Q4: 546 shares 546 $64K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 128 shares; 2025Q1: 97 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 224 shares 224 $64K 0.01% +32 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,190 shares; 2025Q1: 1,187 shares; 2025Q2: 1,253 shares; 2025Q3: 1,271 shares; 2025Q4: 1,269 shares 1,269 $64K 0.01% -2 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162 $64K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 96 shares; 2025Q1: 106 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 412 shares 412 $63K 0.01% +329 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 201 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 170 shares 170 $63K 0.01% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343 $63K 0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 124 shares 124 $63K 0.01% -227 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: 602 shares; 2025Q2: 533 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349 $63K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares 433 $62K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares 436 $62K 0.01% 0 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: 184 shares; 2024Q4: 187 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 328 shares 328 $61K 0.01% +34 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares 309 $61K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 763 shares; 2025Q1: 716 shares; 2025Q2: 715 shares; 2025Q3: 579 shares; 2025Q4: 772 shares 772 $61K 0.01% +193 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares 466 $61K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 345 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 197 shares 197 $60K 0.01% -137 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 375 shares; 2025Q1: 380 shares; 2025Q2: 392 shares; 2025Q3: 382 shares; 2025Q4: 396 shares 396 $60K 0.01% +14 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: 989 shares; 2024Q4: 1,060 shares; 2025Q1: 1,092 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares 1,062 $60K 0.01% 0 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $60K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 713 shares 713 $59K 0.01% +49 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 900 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 905 shares 905 $59K 0.01% +2 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 127 shares; 2025Q3: 98 shares; 2025Q4: 103 shares 103 $58K 0.01% +5 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $58K 0.01% 0 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares 211 $57K 0.01% 0 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares 1,118 $57K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 501 shares; 2025Q1: 470 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $55K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 513 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares 503 $55K 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $54K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 1,738 shares; 2025Q1: 2,504 shares; 2025Q2: 2,570 shares; 2025Q3: 2,580 shares; 2025Q4: 2,590 shares 2,590 $53K 0.01% +10 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: 10,313 shares; 2024Q4: 17,773 shares; 2025Q1: 19,539 shares; 2025Q2: 20,467 shares; 2025Q3: 33,334 shares; 2025Q4: 582 shares 582 $53K 0.01% -32,752 Timeline ITDE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,475 shares 1,475 $53K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 342 shares; 2025Q1: 382 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares 823 $52K 0.01% 0 Timeline SCHK 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: 800 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $52K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares 87 $51K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares 493 $51K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 543 shares; 2025Q3: 522 shares; 2025Q4: 522 shares 522 $50K 0.01% 0 Timeline HYS 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: 506 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 511 shares; 2025Q3: 517 shares; 2025Q4: 524 shares 524 $50K 0.01% +7 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares 204 $49K 0.01% 0 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 219 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares 269 $49K 0.01% 0 Timeline VTWO 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: 886 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 484 shares 484 $48K 0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,449 shares; 2025Q4: 2,493 shares 2,493 $48K 0.01% +44 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,028 shares; 2025Q4: 1,033 shares 1,033 $48K 0.01% +5 Timeline VIOO 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: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares 437 $48K 0.01% 0 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 37 shares; 2025Q2: 21 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63 $48K 0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 697 shares 697 $47K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 917 shares; 2025Q1: 953 shares; 2025Q2: 825 shares; 2025Q3: 797 shares; 2025Q4: 800 shares 800 $47K 0.01% +3 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 2,576 shares; 2025Q1: 2,576 shares; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 2,710 shares 2,710 $47K 0.01% +189 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 942 shares; 2025Q1: 929 shares; 2025Q2: 1,083 shares; 2025Q3: 1,084 shares; 2025Q4: 1,085 shares 1,085 $47K 0.01% +1 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares 1,036 $46K 0.01% 0 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: 1,704 shares; 2024Q4: 1,759 shares; 2025Q1: 1,593 shares; 2025Q2: 1,610 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares 1,585 $46K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,129 shares; 2024Q4: 7,118 shares; 2025Q1: 7,118 shares; 2025Q2: 5,212 shares; 2025Q3: 3,695 shares; 2025Q4: 2,071 shares 2,071 $46K 0.01% -1,624 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 546 shares; 2025Q1: 783 shares; 2025Q2: 780 shares; 2025Q3: 784 shares; 2025Q4: 781 shares 781 $45K 0.01% -3 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 427 shares; 2025Q1: 379 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 851 shares 851 $45K 0.01% +486 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: 50 shares; 2024Q4: 107 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 134 shares 134 $45K 0.01% +26 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $45K 0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,959 shares; 2025Q1: 2,959 shares; 2025Q2: 2,959 shares; 2025Q3: 2,434 shares; 2025Q4: 2,455 shares 2,455 $45K 0.01% +21 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 678 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604 $45K 0.01% 0 Timeline