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: 54,158 shares; 2024Q4: 56,029 shares; 2025Q1: 58,441 shares; 2025Q2: 54,470 shares; 2025Q3: 58,655 shares; 2025Q4: 62,769 shares 62,769 $39.4M 5.37% +4,114 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: 53,836 shares; 2024Q4: 59,151 shares; 2025Q1: 60,549 shares; 2025Q2: 48,493 shares; 2025Q3: 54,244 shares; 2025Q4: 60,362 shares 60,362 $28.6M 3.89% +6,118 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: 69,442 shares; 2024Q4: 67,535 shares; 2025Q1: 85,768 shares; 2025Q2: 83,949 shares; 2025Q3: 101,709 shares; 2025Q4: 130,002 shares 130,002 $27.3M 3.73% +28,293 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: 123,266 shares; 2024Q4: 124,219 shares; 2025Q1: 125,703 shares; 2025Q2: 98,875 shares; 2025Q3: 89,963 shares; 2025Q4: 88,801 shares 88,801 $24.1M 3.29% -1,162 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: 57,449 shares; 2024Q4: 54,007 shares; 2025Q1: 54,050 shares; 2025Q2: 41,804 shares; 2025Q3: 40,822 shares; 2025Q4: 42,032 shares 42,032 $20.3M 2.77% +1,210 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: 120,068 shares; 2024Q4: 120,230 shares; 2025Q1: 124,739 shares; 2025Q2: 101,635 shares; 2025Q3: 102,235 shares; 2025Q4: 103,795 shares 103,795 $19.4M 2.64% +1,560 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,416 shares; 2024Q4: 169,722 shares; 2025Q1: 186,035 shares; 2025Q2: 173,098 shares; 2025Q3: 261,581 shares; 2025Q4: 298,406 shares 298,406 $18.1M 2.47% +36,825 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: 24,492 shares; 2024Q4: 24,873 shares; 2025Q1: 25,481 shares; 2025Q2: 24,360 shares; 2025Q3: 24,744 shares; 2025Q4: 25,232 shares 25,232 $15.5M 2.11% +488 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,339 shares; 2024Q4: 38,775 shares; 2025Q1: 45,368 shares; 2025Q2: 23,291 shares; 2025Q3: 22,660 shares; 2025Q4: 22,221 shares 22,221 $15.2M 2.07% -439 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: 75,766 shares; 2024Q4: 77,097 shares; 2025Q1: 75,860 shares; 2025Q2: 62,974 shares; 2025Q3: 62,195 shares; 2025Q4: 64,747 shares 64,747 $14.9M 2.04% +2,552 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,101 shares; 2024Q4: 280,261 shares; 2025Q1: 298,227 shares; 2025Q2: 246,054 shares; 2025Q3: 263,765 shares; 2025Q4: 305,803 shares 305,803 $14.2M 1.94% +42,038 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: 14,602 shares; 2024Q4: 15,402 shares; 2025Q1: 17,290 shares; 2025Q2: 18,420 shares; 2025Q3: 17,853 shares; 2025Q4: 19,174 shares 19,174 $13.1M 1.79% +1,321 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: 44,544 shares; 2024Q4: 42,713 shares; 2025Q1: 43,356 shares; 2025Q2: 38,886 shares; 2025Q3: 39,398 shares; 2025Q4: 38,609 shares 38,609 $12.4M 1.7% -789 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: 2,853 shares; 2024Q4: 3,002 shares; 2025Q1: 12,516 shares; 2025Q2: 21,629 shares; 2025Q3: 39,849 shares; 2025Q4: 45,428 shares 45,428 $11.4M 1.56% +5,579 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: 30,558 shares; 2024Q4: 32,623 shares; 2025Q1: 30,734 shares; 2025Q2: 35,130 shares; 2025Q3: 116,890 shares; 2025Q4: 166,559 shares 166,559 $11.2M 1.53% +49,669 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: 16,966 shares; 2024Q4: 17,119 shares; 2025Q1: 17,383 shares; 2025Q2: 14,439 shares; 2025Q3: 14,495 shares; 2025Q4: 15,273 shares 15,273 $10.1M 1.37% +778 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: 76,798 shares; 2024Q4: 68,596 shares; 2025Q1: 78,471 shares; 2025Q2: 67,839 shares; 2025Q3: 68,349 shares; 2025Q4: 48,587 shares 48,587 $9.65M 1.32% -19,762 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: 37,307 shares; 2024Q4: 34,384 shares; 2025Q1: 35,146 shares; 2025Q2: 28,381 shares; 2025Q3: 28,434 shares; 2025Q4: 28,718 shares 28,718 $8.99M 1.23% +284 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: 45,870 shares; 2024Q4: 38,936 shares; 2025Q1: 39,719 shares; 2025Q2: 33,394 shares; 2025Q3: 27,268 shares; 2025Q4: 25,318 shares 25,318 $8.76M 1.19% -1,950 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,096 shares; 2024Q4: 24,412 shares; 2025Q1: 26,463 shares; 2025Q2: 30,806 shares; 2025Q3: 33,075 shares; 2025Q4: 36,641 shares 36,641 $8.23M 1.12% +3,566 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: 36,613 shares; 2024Q4: 32,396 shares; 2025Q1: 31,973 shares; 2025Q2: 26,420 shares; 2025Q3: 25,880 shares; 2025Q4: 26,144 shares 26,144 $8.2M 1.12% +264 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,455 shares; 2024Q4: 324,526 shares; 2025Q1: 331,857 shares; 2025Q2: 231,828 shares; 2025Q3: 237,079 shares; 2025Q4: 220,905 shares 220,905 $7.21M 0.98% -16,174 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,776 shares; 2025Q2: 130,555 shares; 2025Q3: 162,117 shares; 2025Q4: 185,340 shares 185,340 $7.15M 0.97% +23,223 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,800 shares; 2024Q4: 106,842 shares; 2025Q1: 104,669 shares; 2025Q2: 92,107 shares; 2025Q3: 90,454 shares; 2025Q4: 90,190 shares 90,190 $6.17M 0.84% -264 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,048 shares; 2025Q1: 10,115 shares; 2025Q2: 10,448 shares; 2025Q3: 13,626 shares; 2025Q4: 24,111 shares 24,111 $6.04M 0.82% +10,485 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,757 shares; 2024Q4: 15,394 shares; 2025Q1: 16,658 shares; 2025Q2: 12,158 shares; 2025Q3: 12,190 shares; 2025Q4: 12,282 shares 12,282 $5.52M 0.75% +92 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,771 shares; 2024Q4: 68,190 shares; 2025Q1: 73,963 shares; 2025Q2: 75,377 shares; 2025Q3: 75,141 shares; 2025Q4: 79,181 shares 79,181 $5.5M 0.75% +4,040 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: 49,008 shares; 2024Q4: 42,142 shares; 2025Q1: 43,294 shares; 2025Q2: 40,491 shares; 2025Q3: 40,721 shares; 2025Q4: 41,760 shares 41,760 $5.03M 0.68% +1,039 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: 20,507 shares; 2024Q4: 16,704 shares; 2025Q1: 16,973 shares; 2025Q2: 15,686 shares; 2025Q3: 15,825 shares; 2025Q4: 14,838 shares 14,838 $4.97M 0.68% -987 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: 24,729 shares; 2024Q4: 23,100 shares; 2025Q1: 22,620 shares; 2025Q2: 21,052 shares; 2025Q3: 21,260 shares; 2025Q4: 21,529 shares 21,529 $4.92M 0.67% +269 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: 53,016 shares; 2024Q4: 57,195 shares; 2025Q1: 65,952 shares; 2025Q2: 66,411 shares; 2025Q3: 87,294 shares; 2025Q4: 82,573 shares 82,573 $4.73M 0.64% -4,721 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: 18,605 shares; 2024Q4: 19,420 shares; 2025Q1: 20,037 shares; 2025Q2: 18,510 shares; 2025Q3: 17,626 shares; 2025Q4: 18,261 shares 18,261 $4.71M 0.64% +635 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: 24,954 shares; 2024Q4: 21,643 shares; 2025Q1: 23,990 shares; 2025Q2: 21,323 shares; 2025Q3: 21,279 shares; 2025Q4: 21,619 shares 21,619 $4.47M 0.61% +340 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,845 shares; 2024Q4: 8,800 shares; 2025Q1: 23,190 shares; 2025Q2: 18,528 shares; 2025Q3: 31,573 shares; 2025Q4: 87,000 shares 87,000 $4.33M 0.59% +55,427 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: 17,515 shares; 2024Q4: 17,863 shares; 2025Q1: 20,346 shares; 2025Q2: 25,376 shares; 2025Q3: 26,841 shares; 2025Q4: 28,098 shares 28,098 $4.18M 0.57% +1,257 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: 42,750 shares; 2024Q4: 42,253 shares; 2025Q1: 42,280 shares; 2025Q2: 34,060 shares; 2025Q3: 35,297 shares; 2025Q4: 36,888 shares 36,888 $4.11M 0.56% +1,591 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: 13,541 shares; 2024Q4: 12,642 shares; 2025Q1: 12,373 shares; 2025Q2: 11,185 shares; 2025Q3: 11,238 shares; 2025Q4: 11,664 shares 11,664 $4.01M 0.55% +426 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: 37,516 shares; 2024Q4: 34,668 shares; 2025Q1: 33,506 shares; 2025Q2: 28,394 shares; 2025Q3: 26,824 shares; 2025Q4: 27,628 shares 27,628 $3.96M 0.54% +804 Timeline FV 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: 76,617 shares; 2024Q4: 76,544 shares; 2025Q1: 76,484 shares; 2025Q2: 64,511 shares; 2025Q3: 64,556 shares; 2025Q4: 61,129 shares 61,129 $3.85M 0.52% -3,427 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: 50,136 shares; 2024Q4: 52,361 shares; 2025Q1: 50,722 shares; 2025Q2: 51,695 shares; 2025Q3: 48,496 shares; 2025Q4: 54,642 shares 54,642 $3.61M 0.49% +6,146 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,827 shares; 2025Q1: 28,546 shares; 2025Q2: 24,718 shares; 2025Q3: 39,174 shares; 2025Q4: 43,168 shares 43,168 $3.5M 0.48% +3,994 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: 2,895 shares; 2024Q4: 2,849 shares; 2025Q1: 4,657 shares; 2025Q2: 9,194 shares; 2025Q3: 9,124 shares; 2025Q4: 10,132 shares 10,132 $3.47M 0.47% +1,008 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: 36,644 shares; 2024Q4: 37,826 shares; 2025Q1: 39,103 shares; 2025Q2: 48,541 shares; 2025Q3: 44,762 shares; 2025Q4: 44,897 shares 44,897 $3.46M 0.47% +135 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: 14,620 shares; 2024Q4: 13,527 shares; 2025Q1: 13,592 shares; 2025Q2: 10,976 shares; 2025Q3: 11,022 shares; 2025Q4: 11,163 shares 11,163 $3.41M 0.46% +141 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: 4,214 shares; 2024Q4: 3,529 shares; 2025Q1: 3,731 shares; 2025Q2: 2,878 shares; 2025Q3: 3,078 shares; 2025Q4: 3,135 shares 3,135 $3.37M 0.46% +57 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,623 shares; 2024Q4: 4,189 shares; 2025Q1: 21,400 shares; 2025Q2: 26,139 shares; 2025Q3: 34,095 shares; 2025Q4: 32,640 shares 32,640 $3.32M 0.45% -1,455 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,734 shares; 2024Q4: 57,127 shares; 2025Q1: 56,236 shares; 2025Q2: 68,433 shares; 2025Q3: 68,171 shares; 2025Q4: 68,116 shares 68,116 $3.24M 0.44% -55 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 7,666 shares; 2025Q1: 7,974 shares; 2025Q2: 7,876 shares; 2025Q3: 8,281 shares; 2025Q4: 8,945 shares 8,945 $3.22M 0.44% +664 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: 2,695 shares; 2024Q4: 2,644 shares; 2025Q1: 2,686 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,592 shares 2,592 $3.15M 0.43% +2 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,369 shares; 2024Q4: 67,530 shares; 2025Q1: 58,956 shares; 2025Q2: 87,480 shares; 2025Q3: 47,232 shares; 2025Q4: 43,332 shares 43,332 $3.09M 0.42% -3,900 Timeline SHLD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,903 shares; 2025Q4: 47,290 shares 47,290 $3.06M 0.42% +5,387 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: 2,399 shares; 2024Q4: 2,175 shares; 2025Q1: 18,889 shares; 2025Q2: 20,716 shares; 2025Q3: 29,101 shares; 2025Q4: 29,265 shares 29,265 $2.94M 0.4% +164 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,419 shares; 2024Q4: 27,489 shares; 2025Q1: 33,022 shares; 2025Q2: 32,470 shares; 2025Q3: 32,187 shares; 2025Q4: 35,127 shares 35,127 $2.9M 0.39% +2,940 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,734 shares; 2024Q4: 65,391 shares; 2025Q1: 58,534 shares; 2025Q2: 39,505 shares; 2025Q3: 46,584 shares; 2025Q4: 59,851 shares 59,851 $2.82M 0.38% +13,267 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,128 shares; 2024Q4: 31,762 shares; 2025Q1: 31,562 shares; 2025Q2: 29,976 shares; 2025Q3: 29,327 shares; 2025Q4: 29,318 shares 29,318 $2.76M 0.38% -9 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: 15,223 shares; 2024Q4: 14,558 shares; 2025Q1: 14,271 shares; 2025Q2: 13,910 shares; 2025Q3: 13,885 shares; 2025Q4: 13,930 shares 13,930 $2.72M 0.37% +45 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,682 shares; 2024Q4: 24,047 shares; 2025Q1: 18,187 shares; 2025Q2: 43,639 shares; 2025Q3: 43,605 shares; 2025Q4: 52,075 shares 52,075 $2.62M 0.36% +8,470 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: 3,679 shares; 2024Q4: 3,805 shares; 2025Q1: 3,798 shares; 2025Q2: 2,779 shares; 2025Q3: 2,774 shares; 2025Q4: 27,582 shares 27,582 $2.59M 0.35% +24,808 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: 11,508 shares; 2024Q4: 9,918 shares; 2025Q1: 9,958 shares; 2025Q2: 9,222 shares; 2025Q3: 9,381 shares; 2025Q4: 9,612 shares 9,612 $2.58M 0.35% +231 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,345 shares 47,345 $2.5M 0.34% new 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: 88,417 shares; 2024Q4: 46,396 shares; 2025Q1: 41,912 shares; 2025Q2: 26,682 shares; 2025Q3: 24,866 shares; 2025Q4: 27,587 shares 27,587 $2.47M 0.34% +2,721 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,377 shares; 2024Q4: 42,268 shares; 2025Q1: 41,517 shares; 2025Q2: 26,476 shares; 2025Q3: 36,809 shares; 2025Q4: 46,055 shares 46,055 $2.43M 0.33% +9,246 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,179 shares; 2024Q4: 56,690 shares; 2025Q1: 56,752 shares; 2025Q2: 56,155 shares; 2025Q3: 54,879 shares; 2025Q4: 51,820 shares 51,820 $2.39M 0.33% -3,059 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,978 shares 26,978 $2.38M 0.32% new 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: 60,312 shares; 2024Q4: 47,590 shares; 2025Q1: 45,948 shares; 2025Q2: 36,967 shares; 2025Q3: 43,021 shares; 2025Q4: 43,018 shares 43,018 $2.37M 0.32% -3 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: 9,237 shares; 2024Q4: 10,156 shares; 2025Q1: 10,751 shares; 2025Q2: 10,761 shares; 2025Q3: 9,600 shares; 2025Q4: 9,244 shares 9,244 $2.28M 0.31% -356 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: 23,536 shares; 2024Q4: 20,057 shares; 2025Q1: 20,488 shares; 2025Q2: 15,357 shares; 2025Q3: 15,448 shares; 2025Q4: 15,756 shares 15,756 $2.26M 0.31% +308 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: 21,479 shares; 2024Q4: 14,937 shares; 2025Q1: 17,075 shares; 2025Q2: 10,143 shares; 2025Q3: 9,505 shares; 2025Q4: 11,425 shares 11,425 $2.23M 0.3% +1,920 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,550 shares; 2025Q3: 42,679 shares; 2025Q4: 45,617 shares 45,617 $2.2M 0.3% +2,938 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: 16,649 shares; 2024Q4: 16,633 shares; 2025Q1: 16,199 shares; 2025Q2: 14,355 shares; 2025Q3: 15,532 shares; 2025Q4: 15,280 shares 15,280 $2.09M 0.29% -252 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: 9,194 shares; 2024Q4: 9,350 shares; 2025Q1: 9,725 shares; 2025Q2: 6,029 shares; 2025Q3: 5,804 shares; 2025Q4: 5,751 shares 5,751 $2.02M 0.27% -53 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: 13,939 shares; 2024Q4: 13,460 shares; 2025Q1: 14,198 shares; 2025Q2: 14,263 shares; 2025Q3: 15,755 shares; 2025Q4: 18,138 shares 18,138 $1.94M 0.26% +2,383 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,496 shares; 2024Q4: 23,066 shares; 2025Q1: 22,855 shares; 2025Q2: 13,524 shares; 2025Q3: 11,861 shares; 2025Q4: 12,623 shares 12,623 $1.94M 0.26% +762 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: 5,640 shares; 2024Q4: 5,560 shares; 2025Q1: 5,825 shares; 2025Q2: 5,446 shares; 2025Q3: 6,522 shares; 2025Q4: 6,047 shares 6,047 $1.93M 0.26% -475 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,065 shares; 2024Q4: 46,642 shares; 2025Q1: 35,010 shares; 2025Q2: 34,249 shares; 2025Q3: 25,421 shares; 2025Q4: 16,480 shares 16,480 $1.88M 0.26% -8,941 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 45,469 shares; 2025Q4: 70,179 shares 70,179 $1.88M 0.26% +24,710 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 10,425 shares; 2025Q1: 10,335 shares; 2025Q2: 9,631 shares; 2025Q3: 9,878 shares; 2025Q4: 10,173 shares 10,173 $1.87M 0.26% +295 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: 41,084 shares; 2024Q4: 43,925 shares; 2025Q1: 41,921 shares; 2025Q2: 44,845 shares; 2025Q3: 43,029 shares; 2025Q4: 42,135 shares 42,135 $1.87M 0.25% -894 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF 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: 31,692 shares 31,692 $1.86M 0.25% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,465 shares; 2025Q1: 44,882 shares; 2025Q2: 49,562 shares; 2025Q3: 49,496 shares; 2025Q4: 48,061 shares 48,061 $1.86M 0.25% -1,435 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: 2,777 shares; 2024Q4: 2,636 shares; 2025Q1: 2,735 shares; 2025Q2: 1,962 shares; 2025Q3: 2,003 shares; 2025Q4: 2,104 shares 2,104 $1.81M 0.25% +101 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: 1,796 shares; 2025Q1: 1,809 shares; 2025Q2: 1,707 shares; 2025Q3: 1,686 shares; 2025Q4: 1,691 shares 1,691 $1.81M 0.25% +5 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: 6,437 shares; 2024Q4: 5,787 shares; 2025Q1: 6,048 shares; 2025Q2: 3,284 shares; 2025Q3: 3,419 shares; 2025Q4: 3,548 shares 3,548 $1.78M 0.24% +129 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: 6,440 shares; 2024Q4: 6,217 shares; 2025Q1: 6,334 shares; 2025Q2: 6,109 shares; 2025Q3: 6,022 shares; 2025Q4: 6,027 shares 6,027 $1.75M 0.24% +5 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: 7,514 shares; 2024Q4: 7,053 shares; 2025Q1: 22,381 shares; 2025Q2: 29,413 shares; 2025Q3: 24,770 shares; 2025Q4: 28,940 shares 28,940 $1.72M 0.23% +4,170 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: 17,907 shares; 2024Q4: 16,997 shares; 2025Q1: 17,249 shares; 2025Q2: 14,509 shares; 2025Q3: 14,333 shares; 2025Q4: 14,954 shares 14,954 $1.7M 0.23% +621 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 11,919 shares; 2025Q1: 12,761 shares; 2025Q2: 19,326 shares; 2025Q3: 19,186 shares; 2025Q4: 19,218 shares 19,218 $1.69M 0.23% +32 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: 2,388 shares; 2024Q4: 2,571 shares; 2025Q1: 2,430 shares; 2025Q2: 2,099 shares; 2025Q3: 2,120 shares; 2025Q4: 2,000 shares 2,000 $1.64M 0.22% -120 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: 18,172 shares; 2024Q4: 14,711 shares; 2025Q1: 12,490 shares; 2025Q2: 6,860 shares; 2025Q3: 7,093 shares; 2025Q4: 9,121 shares 9,121 $1.62M 0.22% +2,028 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,499 shares; 2025Q4: 62,103 shares 62,103 $1.59M 0.22% -9,396 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,945 shares; 2024Q4: 7,610 shares; 2025Q1: 7,369 shares; 2025Q2: 4,535 shares; 2025Q3: 4,609 shares; 2025Q4: 5,068 shares 5,068 $1.58M 0.22% +459 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,125 shares; 2024Q4: 40,260 shares; 2025Q1: 43,725 shares; 2025Q2: 38,445 shares; 2025Q3: 42,005 shares; 2025Q4: 47,220 shares 47,220 $1.54M 0.21% +5,215 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,830 shares; 2024Q4: 34,215 shares; 2025Q1: 35,967 shares; 2025Q2: 41,916 shares; 2025Q3: 47,216 shares; 2025Q4: 54,404 shares 54,404 $1.54M 0.21% +7,188 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: 12,175 shares; 2024Q4: 10,690 shares; 2025Q1: 10,040 shares; 2025Q2: 7,464 shares; 2025Q3: 7,791 shares; 2025Q4: 8,112 shares 8,112 $1.49M 0.2% +321 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: 12,240 shares; 2024Q4: 11,766 shares; 2025Q1: 12,023 shares; 2025Q2: 12,493 shares; 2025Q3: 12,675 shares; 2025Q4: 12,772 shares 12,772 $1.47M 0.2% +97 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: 12,577 shares; 2024Q4: 12,879 shares; 2025Q1: 14,528 shares; 2025Q2: 14,978 shares; 2025Q3: 14,325 shares; 2025Q4: 15,497 shares 15,497 $1.46M 0.2% +1,172 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: 9,921 shares; 2024Q4: 9,614 shares; 2025Q1: 9,685 shares; 2025Q2: 9,393 shares; 2025Q3: 9,265 shares; 2025Q4: 9,300 shares 9,300 $1.41M 0.19% +35 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 65,062 shares; 2025Q3: 40,087 shares; 2025Q4: 20,087 shares 20,087 $1.4M 0.19% -20,000 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: 13,163 shares; 2024Q4: 12,278 shares; 2025Q1: 12,488 shares; 2025Q2: 11,642 shares; 2025Q3: 11,865 shares; 2025Q4: 11,803 shares 11,803 $1.38M 0.19% -62 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,717 shares; 2024Q4: 16,598 shares; 2025Q1: 16,549 shares; 2025Q2: 16,305 shares; 2025Q3: 16,213 shares; 2025Q4: 16,515 shares 16,515 $1.37M 0.19% +302 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: 12,927 shares; 2024Q4: 12,843 shares; 2025Q1: 12,679 shares; 2025Q2: 10,730 shares; 2025Q3: 10,175 shares; 2025Q4: 10,183 shares 10,183 $1.35M 0.18% +8 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,829 shares; 2024Q4: 18,093 shares; 2025Q1: 18,025 shares; 2025Q2: 39,915 shares; 2025Q3: 39,645 shares; 2025Q4: 38,918 shares 38,918 $1.34M 0.18% -727 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,206 shares; 2024Q4: 91,357 shares; 2025Q1: 83,420 shares; 2025Q2: 65,591 shares; 2025Q3: 62,530 shares; 2025Q4: 62,648 shares 62,648 $1.33M 0.18% +118 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,669 shares; 2025Q1: 20,751 shares; 2025Q2: 25,232 shares; 2025Q3: 26,490 shares; 2025Q4: 41,685 shares 41,685 $1.33M 0.18% +15,195 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: 3,103 shares; 2024Q4: 2,727 shares; 2025Q1: 2,706 shares; 2025Q2: 2,730 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares 2,713 $1.32M 0.18% 0 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: 40,792 shares; 2024Q4: 24,057 shares; 2025Q1: 17,988 shares; 2025Q2: 19,101 shares; 2025Q3: 14,829 shares; 2025Q4: 18,844 shares 18,844 $1.31M 0.18% +4,015 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: 9,632 shares; 2024Q4: 8,345 shares; 2025Q1: 10,053 shares; 2025Q2: 6,336 shares; 2025Q3: 6,375 shares; 2025Q4: 3,906 shares 3,906 $1.29M 0.18% -2,469 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 17,035 shares; 2025Q1: 27,600 shares; 2025Q2: 29,795 shares; 2025Q3: 32,759 shares; 2025Q4: 38,299 shares 38,299 $1.28M 0.17% +5,540 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: 3,521 shares; 2024Q4: 3,334 shares; 2025Q1: 3,366 shares; 2025Q2: 2,626 shares; 2025Q3: 2,592 shares; 2025Q4: 3,230 shares 3,230 $1.28M 0.17% +638 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: 25,246 shares; 2024Q4: 25,280 shares; 2025Q1: 24,561 shares; 2025Q2: 18,624 shares; 2025Q3: 17,665 shares; 2025Q4: 18,263 shares 18,263 $1.28M 0.17% +598 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: 18,385 shares; 2024Q4: 15,853 shares; 2025Q1: 14,939 shares; 2025Q2: 13,100 shares; 2025Q3: 12,464 shares; 2025Q4: 12,042 shares 12,042 $1.27M 0.17% -422 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: 6,693 shares; 2024Q4: 5,014 shares; 2025Q1: 5,023 shares; 2025Q2: 4,020 shares; 2025Q3: 3,903 shares; 2025Q4: 4,261 shares 4,261 $1.26M 0.17% +358 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,562 shares; 2025Q1: 2,031 shares; 2025Q2: 2,060 shares; 2025Q3: 2,147 shares; 2025Q4: 2,626 shares 2,626 $1.23M 0.17% +479 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 16,347 shares; 2025Q1: 10,589 shares; 2025Q2: 9,791 shares; 2025Q3: 12,263 shares; 2025Q4: 13,896 shares 13,896 $1.21M 0.17% +1,633 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: 2,467 shares; 2024Q4: 2,136 shares; 2025Q1: 2,267 shares; 2025Q2: 2,116 shares; 2025Q3: 2,118 shares; 2025Q4: 2,121 shares 2,121 $1.21M 0.16% +3 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,009 shares; 2024Q4: 9,168 shares; 2025Q1: 8,372 shares; 2025Q2: 10,365 shares; 2025Q3: 10,417 shares; 2025Q4: 11,801 shares 11,801 $1.2M 0.16% +1,384 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,165 shares; 2024Q4: 104,541 shares; 2025Q1: 103,518 shares; 2025Q2: 103,398 shares; 2025Q3: 85,837 shares; 2025Q4: 113,427 shares 113,427 $1.18M 0.16% +27,590 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: 41,762 shares; 2024Q4: 51,413 shares; 2025Q1: 58,064 shares; 2025Q2: 50,107 shares; 2025Q3: 47,959 shares; 2025Q4: 47,111 shares 47,111 $1.17M 0.16% -848 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: 4,287 shares; 2024Q4: 3,924 shares; 2025Q1: 3,616 shares; 2025Q2: 2,391 shares; 2025Q3: 2,312 shares; 2025Q4: 2,383 shares 2,383 $1.15M 0.16% +71 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,398 shares; 2024Q4: 28,068 shares; 2025Q1: 31,502 shares; 2025Q2: 46,139 shares; 2025Q3: 47,609 shares; 2025Q4: 58,869 shares 58,869 $1.15M 0.16% +11,260 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: 20,784 shares; 2024Q4: 42,029 shares; 2025Q1: 41,874 shares; 2025Q2: 42,119 shares; 2025Q3: 42,380 shares; 2025Q4: 37,820 shares 37,820 $1.08M 0.15% -4,560 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,146 shares; 2025Q4: 43,194 shares 43,194 $1.07M 0.15% -4,952 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,088 shares; 2024Q4: 21,272 shares; 2025Q1: 21,385 shares; 2025Q2: 21,223 shares; 2025Q3: 21,019 shares; 2025Q4: 20,919 shares 20,919 $1.06M 0.15% -100 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: 7,749 shares; 2024Q4: 7,717 shares; 2025Q1: 7,951 shares; 2025Q2: 8,083 shares; 2025Q3: 8,822 shares; 2025Q4: 8,745 shares 8,745 $1.06M 0.14% -77 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: 4,912 shares; 2024Q4: 4,186 shares; 2025Q1: 4,120 shares; 2025Q2: 3,359 shares; 2025Q3: 3,172 shares; 2025Q4: 3,198 shares 3,198 $1.05M 0.14% +26 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: 28,278 shares; 2024Q4: 28,232 shares; 2025Q1: 28,125 shares; 2025Q2: 32,564 shares; 2025Q3: 32,564 shares; 2025Q4: 32,564 shares 32,564 $1.04M 0.14% 0 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: 68,358 shares; 2024Q4: 56,464 shares; 2025Q1: 58,871 shares; 2025Q2: 17,558 shares; 2025Q3: 19,620 shares; 2025Q4: 18,997 shares 18,997 $1.04M 0.14% -623 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,067 shares; 2024Q4: 31,561 shares; 2025Q1: 32,529 shares; 2025Q2: 28,874 shares; 2025Q3: 28,650 shares; 2025Q4: 28,204 shares 28,204 $1.04M 0.14% -446 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: not reported; 2024Q4: not reported; 2025Q1: 4,745 shares; 2025Q2: 6,269 shares; 2025Q3: 8,690 shares; 2025Q4: 11,355 shares 11,355 $1.04M 0.14% +2,665 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: 13,483 shares; 2024Q4: 13,511 shares; 2025Q1: 13,573 shares; 2025Q2: 12,887 shares; 2025Q3: 12,732 shares; 2025Q4: 13,117 shares 13,117 $1.04M 0.14% +385 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: 34,734 shares; 2024Q4: 33,497 shares; 2025Q1: 37,503 shares; 2025Q2: 25,414 shares; 2025Q3: 25,379 shares; 2025Q4: 25,255 shares 25,255 $1.03M 0.14% -124 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: 4,795 shares; 2024Q4: 3,776 shares; 2025Q1: 4,882 shares; 2025Q2: 3,311 shares; 2025Q3: 3,393 shares; 2025Q4: 3,290 shares 3,290 $1.01M 0.14% -103 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: 24,032 shares; 2024Q4: 18,513 shares; 2025Q1: 11,251 shares; 2025Q2: 10,715 shares; 2025Q3: 11,192 shares; 2025Q4: 22,585 shares 22,585 $1.01M 0.14% +11,393 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: 9,122 shares; 2024Q4: 8,638 shares; 2025Q1: 8,381 shares; 2025Q2: 8,468 shares; 2025Q3: 8,639 shares; 2025Q4: 8,811 shares 8,811 $1M 0.14% +172 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,808 shares; 2025Q2: 17,254 shares; 2025Q3: 18,054 shares; 2025Q4: 19,564 shares 19,564 $995K 0.14% +1,510 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,741 shares; 2025Q3: 59,029 shares; 2025Q4: 59,814 shares 59,814 $986K 0.13% +785 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,476 shares; 2025Q4: 22,435 shares 22,435 $962K 0.13% +1,959 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,528 shares; 2024Q4: 30,231 shares; 2025Q1: 31,456 shares; 2025Q2: 31,066 shares; 2025Q3: 26,026 shares; 2025Q4: 27,989 shares 27,989 $959K 0.13% +1,963 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: 24,738 shares; 2024Q4: 21,767 shares; 2025Q1: 22,533 shares; 2025Q2: 16,159 shares; 2025Q3: 16,543 shares; 2025Q4: 17,368 shares 17,368 $937K 0.13% +825 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,384 shares; 2024Q4: 61,119 shares; 2025Q1: 64,306 shares; 2025Q2: 64,756 shares; 2025Q3: 13,942 shares; 2025Q4: 12,667 shares 12,667 $921K 0.13% -1,275 Timeline IWX ISHARES TR More: 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: 5,147 shares; 2025Q2: 8,388 shares; 2025Q3: 8,158 shares; 2025Q4: 9,945 shares 9,945 $914K 0.12% +1,787 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,404 shares; 2025Q2: 17,517 shares; 2025Q3: 15,703 shares; 2025Q4: 38,913 shares 38,913 $909K 0.12% +23,210 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,943 shares; 2024Q4: 18,937 shares; 2025Q1: 27,927 shares; 2025Q2: 16,918 shares; 2025Q3: 17,118 shares; 2025Q4: 17,200 shares 17,200 $904K 0.12% +82 Timeline RWK 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: 7,203 shares; 2024Q4: 7,170 shares; 2025Q1: 7,173 shares; 2025Q2: 7,162 shares; 2025Q3: 7,156 shares; 2025Q4: 7,139 shares 7,139 $903K 0.12% -17 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: 14,027 shares; 2024Q4: 29,506 shares; 2025Q1: 29,580 shares; 2025Q2: 27,186 shares; 2025Q3: 33,697 shares; 2025Q4: 33,370 shares 33,370 $898K 0.12% -327 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: 7,139 shares; 2024Q4: 7,598 shares; 2025Q1: 6,872 shares; 2025Q2: 5,634 shares; 2025Q3: 5,389 shares; 2025Q4: 5,585 shares 5,585 $896K 0.12% +196 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: 26,237 shares; 2024Q4: 22,354 shares; 2025Q1: 21,652 shares; 2025Q2: 10,996 shares; 2025Q3: 10,253 shares; 2025Q4: 10,230 shares 10,230 $892K 0.12% -23 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: 12,125 shares; 2024Q4: 12,976 shares; 2025Q1: 12,790 shares; 2025Q2: 8,466 shares; 2025Q3: 7,313 shares; 2025Q4: 7,335 shares 7,335 $881K 0.12% +22 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: 4,585 shares; 2024Q4: 5,174 shares; 2025Q1: 5,403 shares; 2025Q2: 4,234 shares; 2025Q3: 4,068 shares; 2025Q4: 4,052 shares 4,052 $880K 0.12% -16 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 4,972 shares; 2025Q1: 5,010 shares; 2025Q2: 4,795 shares; 2025Q3: 4,796 shares; 2025Q4: 4,764 shares 4,764 $871K 0.12% -32 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,746 shares; 2024Q4: 22,746 shares; 2025Q1: 22,746 shares; 2025Q2: 18,043 shares; 2025Q3: 18,693 shares; 2025Q4: 18,258 shares 18,258 $869K 0.12% -435 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: 11,518 shares; 2024Q4: 8,928 shares; 2025Q1: 6,718 shares; 2025Q2: 2,264 shares; 2025Q3: 2,665 shares; 2025Q4: 5,972 shares 5,972 $860K 0.12% +3,307 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,750 shares; 2025Q2: 38,300 shares; 2025Q3: 41,608 shares; 2025Q4: 44,644 shares 44,644 $854K 0.12% +3,036 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 9,767 shares; 2025Q4: 29,213 shares 29,213 $854K 0.12% +19,446 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: 11,140 shares; 2024Q4: 9,715 shares; 2025Q1: 9,651 shares; 2025Q2: 5,292 shares; 2025Q3: 5,542 shares; 2025Q4: 5,548 shares 5,548 $846K 0.12% +6 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,782 shares; 2024Q4: 35,282 shares; 2025Q1: 35,202 shares; 2025Q2: 34,589 shares; 2025Q3: 33,639 shares; 2025Q4: 43,493 shares 43,493 $839K 0.11% +9,854 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,671 shares; 2024Q4: 25,241 shares; 2025Q1: 25,516 shares; 2025Q2: 22,679 shares; 2025Q3: 23,009 shares; 2025Q4: 24,309 shares 24,309 $833K 0.11% +1,300 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,306 shares; 2025Q1: 6,263 shares; 2025Q2: 5,026 shares; 2025Q3: 5,026 shares; 2025Q4: 5,077 shares 5,077 $817K 0.11% +51 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: 12,088 shares; 2024Q4: 11,184 shares; 2025Q1: 10,295 shares; 2025Q2: 6,775 shares; 2025Q3: 6,808 shares; 2025Q4: 6,594 shares 6,594 $813K 0.11% -214 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: 18,174 shares; 2024Q4: 14,141 shares; 2025Q1: 14,205 shares; 2025Q2: 13,492 shares; 2025Q3: 13,365 shares; 2025Q4: 12,966 shares 12,966 $810K 0.11% -399 Timeline HYHG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,411 shares; 2025Q4: 12,536 shares 12,536 $807K 0.11% +4,125 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: 4,324 shares; 2024Q4: 4,906 shares; 2025Q1: 4,907 shares; 2025Q2: 3,195 shares; 2025Q3: 3,124 shares; 2025Q4: 3,138 shares 3,138 $806K 0.11% +14 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: 5,152 shares; 2025Q2: 10,514 shares; 2025Q3: 9,192 shares; 2025Q4: 12,516 shares 12,516 $806K 0.11% +3,324 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: 13,406 shares; 2024Q4: 10,727 shares; 2025Q1: 12,788 shares; 2025Q2: 9,782 shares; 2025Q3: 9,773 shares; 2025Q4: 9,855 shares 9,855 $805K 0.11% +82 Timeline IYH ISHARES TR More: 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: 11,489 shares; 2025Q3: 12,253 shares; 2025Q4: 12,331 shares 12,331 $803K 0.11% +78 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: not reported; 2025Q1: 4,662 shares; 2025Q2: 3,013 shares; 2025Q3: 3,126 shares; 2025Q4: 3,673 shares 3,673 $798K 0.11% +547 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: not reported; 2024Q4: not reported; 2025Q1: 12,750 shares; 2025Q2: 13,702 shares; 2025Q3: 15,851 shares; 2025Q4: 15,559 shares 15,559 $793K 0.11% -292 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: 4,151 shares; 2024Q4: 6,432 shares; 2025Q1: 6,756 shares; 2025Q2: 7,507 shares; 2025Q3: 7,974 shares; 2025Q4: 18,355 shares 18,355 $784K 0.11% +10,381 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: 22,180 shares; 2024Q4: 18,254 shares; 2025Q1: 17,650 shares; 2025Q2: 10,072 shares; 2025Q3: 9,657 shares; 2025Q4: 9,916 shares 9,916 $784K 0.11% +259 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,708 shares; 2025Q1: 28,792 shares; 2025Q2: 16,563 shares; 2025Q3: 17,487 shares; 2025Q4: 21,861 shares 21,861 $776K 0.11% +4,374 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 3,075 shares; 2025Q1: 2,938 shares; 2025Q2: 2,546 shares; 2025Q3: 1,718 shares; 2025Q4: 1,705 shares 1,705 $773K 0.11% -13 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,800 shares; 2024Q4: 16,954 shares; 2025Q1: 17,085 shares; 2025Q2: 19,310 shares; 2025Q3: 21,742 shares; 2025Q4: 26,941 shares 26,941 $771K 0.11% +5,199 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: 15,125 shares; 2024Q4: 17,304 shares; 2025Q1: 17,567 shares; 2025Q2: 14,649 shares; 2025Q3: 12,922 shares; 2025Q4: 12,743 shares 12,743 $767K 0.1% -179 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,532 shares; 2024Q4: 66,435 shares; 2025Q1: 64,569 shares; 2025Q2: 54,719 shares; 2025Q3: 53,740 shares; 2025Q4: 53,004 shares 53,004 $765K 0.1% -736 Timeline RWJ 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: 15,907 shares; 2024Q4: 15,896 shares; 2025Q1: 15,880 shares; 2025Q2: 15,687 shares; 2025Q3: 15,691 shares; 2025Q4: 15,656 shares 15,656 $763K 0.1% -35 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: 5,476 shares; 2024Q4: 5,598 shares; 2025Q1: 5,537 shares; 2025Q2: 2,856 shares; 2025Q3: 2,733 shares; 2025Q4: 2,862 shares 2,862 $758K 0.1% +129 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,442 shares; 2024Q4: 9,366 shares; 2025Q1: 8,903 shares; 2025Q2: 8,522 shares; 2025Q3: 8,524 shares; 2025Q4: 8,532 shares 8,532 $753K 0.1% +8 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD 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: 50,204 shares 50,204 $753K 0.1% new 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: 16,109 shares; 2024Q4: 14,271 shares; 2025Q1: 16,679 shares; 2025Q2: 8,381 shares; 2025Q3: 7,627 shares; 2025Q4: 7,810 shares 7,810 $728K 0.1% +183 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,727 shares; 2024Q4: 20,798 shares; 2025Q1: 20,112 shares; 2025Q2: 18,330 shares; 2025Q3: 18,090 shares; 2025Q4: 19,129 shares 19,129 $718K 0.1% +1,039 Timeline EMLP 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: 18,408 shares; 2024Q4: 18,541 shares; 2025Q1: 18,686 shares; 2025Q2: 18,665 shares; 2025Q3: 18,814 shares; 2025Q4: 18,955 shares 18,955 $718K 0.1% +141 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: 1,001 shares; 2024Q4: 997 shares; 2025Q1: 1,379 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares 1,482 $712K 0.1% 0 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: 7,994 shares; 2024Q4: 6,647 shares; 2025Q1: 6,103 shares; 2025Q2: 3,826 shares; 2025Q3: 3,967 shares; 2025Q4: 3,954 shares 3,954 $702K 0.1% -13 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: 4,421 shares; 2024Q4: 3,919 shares; 2025Q1: 3,840 shares; 2025Q2: 1,417 shares; 2025Q3: 1,156 shares; 2025Q4: 1,221 shares 1,221 $697K 0.1% +65 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: 5,155 shares; 2024Q4: 5,185 shares; 2025Q1: 5,715 shares; 2025Q2: 3,518 shares; 2025Q3: 4,100 shares; 2025Q4: 4,295 shares 4,295 $696K 0.09% +195 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: 11,558 shares; 2024Q4: 10,961 shares; 2025Q1: 10,599 shares; 2025Q2: 6,766 shares; 2025Q3: 6,039 shares; 2025Q4: 5,275 shares 5,275 $694K 0.09% -764 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: 4,799 shares; 2024Q4: 3,769 shares; 2025Q1: 3,575 shares; 2025Q2: 1,551 shares; 2025Q3: 1,586 shares; 2025Q4: 2,053 shares 2,053 $691K 0.09% +467 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: 1,195 shares; 2024Q4: 1,183 shares; 2025Q1: 1,331 shares; 2025Q2: 812 shares; 2025Q3: 815 shares; 2025Q4: 4,506 shares 4,506 $690K 0.09% +3,691 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: 13,501 shares; 2024Q4: 26,198 shares; 2025Q1: 29,301 shares; 2025Q2: 31,509 shares; 2025Q3: 32,499 shares; 2025Q4: 28,618 shares 28,618 $688K 0.09% -3,881 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: 10,637 shares; 2024Q4: 2,894 shares; 2025Q1: 6,311 shares; 2025Q2: 4,036 shares; 2025Q3: 4,691 shares; 2025Q4: 4,248 shares 4,248 $659K 0.09% -443 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,674 shares; 2025Q3: 1,675 shares; 2025Q4: 1,678 shares 1,678 $653K 0.09% +3 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 9,457 shares; 2025Q1: 9,354 shares; 2025Q2: 9,701 shares; 2025Q3: 10,100 shares; 2025Q4: 9,680 shares 9,680 $652K 0.09% -420 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: 7,118 shares; 2024Q4: 6,806 shares; 2025Q1: 6,889 shares; 2025Q2: 6,629 shares; 2025Q3: 7,252 shares; 2025Q4: 7,246 shares 7,246 $634K 0.09% -6 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: 49,080 shares; 2024Q4: 43,926 shares; 2025Q1: 44,317 shares; 2025Q2: 30,013 shares; 2025Q3: 30,031 shares; 2025Q4: 25,236 shares 25,236 $627K 0.09% -4,795 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: 2,981 shares; 2024Q4: 2,757 shares; 2025Q1: 2,797 shares; 2025Q2: 2,809 shares; 2025Q3: 2,825 shares; 2025Q4: 2,870 shares 2,870 $609K 0.08% +45 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: 6,727 shares; 2024Q4: 6,385 shares; 2025Q1: 5,327 shares; 2025Q2: 1,674 shares; 2025Q3: 2,234 shares; 2025Q4: 2,242 shares 2,242 $608K 0.08% +8 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: 3,937 shares; 2024Q4: 1,959 shares; 2025Q1: 1,971 shares; 2025Q2: 2,512 shares; 2025Q3: 2,739 shares; 2025Q4: 2,745 shares 2,745 $603K 0.08% +6 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,317 shares; 2025Q1: 1,394 shares; 2025Q2: 905 shares; 2025Q3: 925 shares; 2025Q4: 920 shares 920 $601K 0.08% -5 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 15,824 shares; 2025Q1: 11,677 shares; 2025Q2: 11,135 shares; 2025Q3: 5,282 shares; 2025Q4: 8,110 shares 8,110 $601K 0.08% +2,828 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,277 shares; 2025Q1: 15,550 shares; 2025Q2: 11,264 shares; 2025Q3: 14,579 shares; 2025Q4: 12,015 shares 12,015 $597K 0.08% -2,564 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,201 shares; 2025Q1: 2,247 shares; 2025Q2: 2,231 shares; 2025Q3: 2,254 shares; 2025Q4: 2,274 shares 2,274 $595K 0.08% +20 Timeline BOXX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,074 shares 5,074 $584K 0.08% new 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: 2,865 shares; 2024Q4: 3,989 shares; 2025Q1: 4,346 shares; 2025Q2: 1,934 shares; 2025Q3: 1,847 shares; 2025Q4: 1,916 shares 1,916 $582K 0.08% +69 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: 5,369 shares; 2024Q4: 5,003 shares; 2025Q1: 6,470 shares; 2025Q2: 3,234 shares; 2025Q3: 2,733 shares; 2025Q4: 2,704 shares 2,704 $579K 0.08% -29 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 11,899 shares; 2025Q1: 11,955 shares; 2025Q2: 11,899 shares; 2025Q3: 11,899 shares; 2025Q4: 11,878 shares 11,878 $577K 0.08% -21 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: 7,018 shares; 2024Q4: 7,285 shares; 2025Q1: 8,827 shares; 2025Q2: 3,295 shares; 2025Q3: 3,193 shares; 2025Q4: 3,288 shares 3,288 $562K 0.08% +95 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: 14,264 shares; 2024Q4: 14,264 shares; 2025Q1: 13,540 shares; 2025Q2: 12,250 shares; 2025Q3: 12,010 shares; 2025Q4: 11,717 shares 11,717 $560K 0.08% -293 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,622 shares; 2024Q4: 23,272 shares; 2025Q1: 22,315 shares; 2025Q2: 21,877 shares; 2025Q3: 21,642 shares; 2025Q4: 20,632 shares 20,632 $557K 0.08% -1,010 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: 12,559 shares; 2024Q4: 8,558 shares; 2025Q1: 8,383 shares; 2025Q2: 4,670 shares; 2025Q3: 4,676 shares; 2025Q4: 4,745 shares 4,745 $554K 0.08% +69 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,008 shares 26,008 $542K 0.07% new Timeline YETH ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: not reported; 2025Q3: 25,503 shares; 2025Q4: 30,932 shares 30,932 $542K 0.07% +5,429 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: 1,146 shares; 2024Q4: 1,010 shares; 2025Q1: 1,652 shares; 2025Q2: 1,450 shares; 2025Q3: 1,346 shares; 2025Q4: 1,449 shares 1,449 $541K 0.07% +103 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,652 shares; 2025Q3: 5,936 shares; 2025Q4: 5,936 shares 5,936 $540K 0.07% 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: 3,197 shares; 2024Q4: 4,584 shares; 2025Q1: 3,635 shares; 2025Q2: 3,252 shares; 2025Q3: 2,295 shares; 2025Q4: 2,377 shares 2,377 $522K 0.07% +82 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: 6,095 shares; 2024Q4: 5,998 shares; 2025Q1: 5,688 shares; 2025Q2: 2,989 shares; 2025Q3: 3,290 shares; 2025Q4: 3,310 shares 3,310 $510K 0.07% +20 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 3,938 shares; 2025Q1: 4,207 shares; 2025Q2: 3,740 shares; 2025Q3: 4,362 shares; 2025Q4: 4,386 shares 4,386 $509K 0.07% +24 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,142 shares; 2025Q2: 6,282 shares; 2025Q3: 8,045 shares; 2025Q4: 10,416 shares 10,416 $507K 0.07% +2,371 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: not reported; 2024Q4: not reported; 2025Q1: 1,985 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,091 shares 2,091 $505K 0.07% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,390 shares; 2024Q4: 27,165 shares; 2025Q1: 27,168 shares; 2025Q2: 27,165 shares; 2025Q3: 169,865 shares; 2025Q4: 192,405 shares 192,405 $498K 0.07% +22,540 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: 1,833 shares; 2024Q4: 1,823 shares; 2025Q1: 1,808 shares; 2025Q2: 1,857 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares 1,823 $491K 0.07% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,883 shares; 2024Q4: 52,297 shares; 2025Q1: 52,297 shares; 2025Q2: 47,197 shares; 2025Q3: 40,747 shares; 2025Q4: 40,747 shares 40,747 $490K 0.07% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,288 shares; 2024Q4: 17,561 shares; 2025Q1: 26,346 shares; 2025Q2: 6,392 shares; 2025Q3: 6,978 shares; 2025Q4: 6,890 shares 6,890 $489K 0.07% -88 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: 3,941 shares; 2024Q4: 3,542 shares; 2025Q1: 3,151 shares; 2025Q2: 1,338 shares; 2025Q3: 1,290 shares; 2025Q4: 1,388 shares 1,388 $488K 0.07% +98 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: 7,132 shares; 2024Q4: 7,308 shares; 2025Q1: 7,141 shares; 2025Q2: 6,603 shares; 2025Q3: 6,565 shares; 2025Q4: 6,597 shares 6,597 $485K 0.07% +32 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: 16,955 shares; 2024Q4: 14,204 shares; 2025Q1: 13,755 shares; 2025Q2: 6,320 shares; 2025Q3: 5,807 shares; 2025Q4: 5,746 shares 5,746 $484K 0.07% -61 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: 9,125 shares; 2024Q4: 10,195 shares; 2025Q1: 9,586 shares; 2025Q2: 4,795 shares; 2025Q3: 3,643 shares; 2025Q4: 3,858 shares 3,858 $483K 0.07% +215 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 3,656 shares; 2025Q1: 4,400 shares; 2025Q2: 3,850 shares; 2025Q3: 4,053 shares; 2025Q4: 4,858 shares 4,858 $482K 0.07% +805 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,992 shares; 2025Q3: 15,079 shares; 2025Q4: 24,395 shares 24,395 $482K 0.07% +9,316 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: 5,709 shares; 2024Q4: 6,640 shares; 2025Q1: 7,981 shares; 2025Q2: 8,868 shares; 2025Q3: 8,376 shares; 2025Q4: 8,300 shares 8,300 $481K 0.07% -76 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: 7,146 shares; 2024Q4: 6,437 shares; 2025Q1: 4,603 shares; 2025Q2: 4,561 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares 1,526 $480K 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 7,698 shares; 2025Q1: 13,942 shares; 2025Q2: 6,046 shares; 2025Q3: 5,865 shares; 2025Q4: 5,885 shares 5,885 $479K 0.07% +20 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 6,050 shares; 2025Q1: 6,168 shares; 2025Q2: 6,909 shares; 2025Q3: 6,227 shares; 2025Q4: 6,233 shares 6,233 $478K 0.07% +6 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,666 shares; 2025Q2: 4,186 shares; 2025Q3: 6,020 shares; 2025Q4: 6,120 shares 6,120 $467K 0.06% +100 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: 1,134 shares; 2024Q4: 1,053 shares; 2025Q1: 1,808 shares; 2025Q2: 1,203 shares; 2025Q3: 1,186 shares; 2025Q4: 1,188 shares 1,188 $462K 0.06% +2 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: 8,917 shares; 2024Q4: 9,210 shares; 2025Q1: 12,369 shares; 2025Q2: 9,984 shares; 2025Q3: 9,804 shares; 2025Q4: 9,846 shares 9,846 $461K 0.06% +42 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: 3,311 shares; 2025Q2: 2,627 shares; 2025Q3: 2,206 shares; 2025Q4: 3,559 shares 3,559 $460K 0.06% +1,353 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,393 shares; 2025Q1: 2,003 shares; 2025Q2: 1,526 shares; 2025Q3: 1,525 shares; 2025Q4: 1,550 shares 1,550 $459K 0.06% +25 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 9,514 shares; 2025Q1: 9,391 shares; 2025Q2: 9,953 shares; 2025Q3: 9,639 shares; 2025Q4: 9,794 shares 9,794 $458K 0.06% +155 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: 7,017 shares; 2024Q4: 6,736 shares; 2025Q1: 6,752 shares; 2025Q2: 3,808 shares; 2025Q3: 11,315 shares; 2025Q4: 5,122 shares 5,122 $458K 0.06% -6,193 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $457K 0.06% 0 Timeline YBTC ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 6,754 shares; 2025Q2: 6,471 shares; 2025Q3: 19,783 shares; 2025Q4: 16,057 shares 16,057 $457K 0.06% -3,726 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,422 shares; 2025Q1: 5,475 shares; 2025Q2: 5,006 shares; 2025Q3: 5,003 shares; 2025Q4: 5,017 shares 5,017 $457K 0.06% +14 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: 2,057 shares; 2024Q4: 1,529 shares; 2025Q1: 1,929 shares; 2025Q2: 2,109 shares; 2025Q3: 2,125 shares; 2025Q4: 2,186 shares 2,186 $456K 0.06% +61 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 8,861 shares; 2025Q1: 8,043 shares; 2025Q2: 7,409 shares; 2025Q3: 7,478 shares; 2025Q4: 9,078 shares 9,078 $454K 0.06% +1,600 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: 15,878 shares; 2024Q4: 17,793 shares; 2025Q1: 12,556 shares; 2025Q2: 9,333 shares; 2025Q3: 8,932 shares; 2025Q4: 8,390 shares 8,390 $452K 0.06% -542 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 4,804 shares; 2025Q3: 5,415 shares; 2025Q4: 8,903 shares 8,903 $449K 0.06% +3,488 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 900 shares; 2025Q1: 1,022 shares; 2025Q2: 738 shares; 2025Q3: 731 shares; 2025Q4: 771 shares 771 $447K 0.06% +40 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION 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: 62,728 shares; 2025Q3: 64,578 shares; 2025Q4: 60,678 shares 60,678 $444K 0.06% -3,900 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,718 shares; 2025Q2: 8,815 shares; 2025Q3: 8,588 shares; 2025Q4: 16,084 shares 16,084 $441K 0.06% +7,496 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,166 shares; 2024Q4: 7,293 shares; 2025Q1: 7,271 shares; 2025Q2: 9,988 shares; 2025Q3: 9,700 shares; 2025Q4: 9,834 shares 9,834 $437K 0.06% +134 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: 2,209 shares; 2024Q4: 2,093 shares; 2025Q1: 2,578 shares; 2025Q2: 1,211 shares; 2025Q3: 1,156 shares; 2025Q4: 1,168 shares 1,168 $432K 0.06% +12 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: 4,931 shares; 2024Q4: 4,937 shares; 2025Q1: 4,542 shares; 2025Q2: 4,799 shares; 2025Q3: 4,992 shares; 2025Q4: 4,462 shares 4,462 $432K 0.06% -530 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,843 shares; 2025Q1: 19,153 shares; 2025Q2: 17,891 shares; 2025Q3: 16,951 shares; 2025Q4: 16,586 shares 16,586 $432K 0.06% -365 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 1,739 shares; 2025Q2: 627 shares; 2025Q3: 647 shares; 2025Q4: 638 shares 638 $430K 0.06% -9 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 403 shares; 2025Q1: 620 shares; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 557 shares 557 $430K 0.06% +102 Timeline CIBR 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: 6,030 shares; 2024Q4: 5,826 shares; 2025Q1: 5,826 shares; 2025Q2: 5,900 shares; 2025Q3: 5,928 shares; 2025Q4: 5,935 shares 5,935 $424K 0.06% +7 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 9,491 shares; 2025Q1: 4,560 shares; 2025Q2: 4,105 shares; 2025Q3: 4,114 shares; 2025Q4: 4,132 shares 4,132 $424K 0.06% +18 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,659 shares; 2025Q1: 14,892 shares; 2025Q2: 14,236 shares; 2025Q3: 13,368 shares; 2025Q4: 10,686 shares 10,686 $421K 0.06% -2,682 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: 6,870 shares; 2024Q4: 7,782 shares; 2025Q1: 7,898 shares; 2025Q2: 6,319 shares; 2025Q3: 6,077 shares; 2025Q4: 5,689 shares 5,689 $418K 0.06% -388 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 12,439 shares; 2025Q3: 12,529 shares; 2025Q4: 14,820 shares 14,820 $416K 0.06% +2,291 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 7,703 shares; 2025Q1: 6,485 shares; 2025Q2: 5,771 shares; 2025Q3: 4,999 shares; 2025Q4: 4,929 shares 4,929 $415K 0.06% -70 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,086 shares 18,086 $413K 0.06% new 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: 849 shares; 2024Q4: 713 shares; 2025Q1: 725 shares; 2025Q2: 457 shares; 2025Q3: 464 shares; 2025Q4: 469 shares 469 $412K 0.06% +5 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,081 shares; 2024Q4: 10,497 shares; 2025Q1: 8,602 shares; 2025Q2: 8,249 shares; 2025Q3: 5,347 shares; 2025Q4: 5,441 shares 5,441 $410K 0.06% +94 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: 16,588 shares; 2024Q4: 14,490 shares; 2025Q1: 15,029 shares; 2025Q2: 7,623 shares; 2025Q3: 7,414 shares; 2025Q4: 6,413 shares 6,413 $409K 0.06% -1,001 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,941 shares 3,941 $408K 0.06% new 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: 1,213 shares; 2024Q4: 1,250 shares; 2025Q1: 1,191 shares; 2025Q2: 727 shares; 2025Q3: 704 shares; 2025Q4: 718 shares 718 $407K 0.06% +14 Timeline EES 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: 8,239 shares; 2024Q4: 8,239 shares; 2025Q1: 7,951 shares; 2025Q2: 8,199 shares; 2025Q3: 8,214 shares; 2025Q4: 7,049 shares 7,049 $401K 0.05% -1,165 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,636 shares; 2024Q4: 30,662 shares; 2025Q1: 24,408 shares; 2025Q2: 49,011 shares; 2025Q3: 47,228 shares; 2025Q4: 42,088 shares 42,088 $399K 0.05% -5,140 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P 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: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares 25,500 $398K 0.05% 0 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,900 shares; 2025Q1: 16,600 shares; 2025Q2: 15,895 shares; 2025Q3: 15,245 shares; 2025Q4: 14,945 shares 14,945 $397K 0.05% -300 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 2,473 shares; 2025Q3: 2,532 shares; 2025Q4: 2,680 shares 2,680 $393K 0.05% +148 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 9,403 shares; 2025Q4: 9,403 shares 9,403 $389K 0.05% 0 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: 3,074 shares; 2025Q1: 4,408 shares; 2025Q2: 2,113 shares; 2025Q3: 2,260 shares; 2025Q4: 2,254 shares 2,254 $386K 0.05% -6 Timeline PRF 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: 8,210 shares; 2024Q4: 8,210 shares; 2025Q1: 8,210 shares; 2025Q2: 8,210 shares; 2025Q3: 8,210 shares; 2025Q4: 8,210 shares 8,210 $385K 0.05% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,676 shares; 2024Q4: 21,919 shares; 2025Q1: 22,751 shares; 2025Q2: 22,550 shares; 2025Q3: 22,550 shares; 2025Q4: 22,685 shares 22,685 $380K 0.05% +135 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,289 shares; 2025Q1: 9,105 shares; 2025Q2: 2,957 shares; 2025Q3: 2,915 shares; 2025Q4: 2,875 shares 2,875 $377K 0.05% -40 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: 9,981 shares; 2024Q4: 8,922 shares; 2025Q1: 5,078 shares; 2025Q2: 3,624 shares; 2025Q3: 3,902 shares; 2025Q4: 3,731 shares 3,731 $373K 0.05% -171 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,602 shares 16,602 $369K 0.05% new 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: 3,704 shares; 2024Q4: 3,403 shares; 2025Q1: 3,345 shares; 2025Q2: 4,615 shares; 2025Q3: 4,617 shares; 2025Q4: 4,602 shares 4,602 $369K 0.05% -15 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,735 shares; 2025Q1: 2,574 shares; 2025Q2: 2,147 shares; 2025Q3: not reported; 2025Q4: 3,848 shares 3,848 $367K 0.05% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares 3,941 $365K 0.05% 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: 1,489 shares; 2024Q4: 1,431 shares; 2025Q1: 1,902 shares; 2025Q2: 1,870 shares; 2025Q3: 1,459 shares; 2025Q4: 1,256 shares 1,256 $364K 0.05% -203 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: 1,006 shares; 2024Q4: 975 shares; 2025Q1: 1,460 shares; 2025Q2: 828 shares; 2025Q3: 1,084 shares; 2025Q4: 1,039 shares 1,039 $364K 0.05% -45 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,941 shares; 2025Q2: 9,359 shares; 2025Q3: 8,686 shares; 2025Q4: 8,088 shares 8,088 $364K 0.05% -598 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,351 shares; 2025Q1: 3,368 shares; 2025Q2: 3,369 shares; 2025Q3: 3,372 shares; 2025Q4: 3,381 shares 3,381 $362K 0.05% +9 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: 2,783 shares; 2024Q4: 2,336 shares; 2025Q1: 2,337 shares; 2025Q2: 789 shares; 2025Q3: 771 shares; 2025Q4: 844 shares 844 $360K 0.05% +73 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 753 shares; 2025Q1: 679 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 407 shares 407 $358K 0.05% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 592 shares 592 $357K 0.05% -38 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: 11,598 shares; 2024Q4: 6,872 shares; 2025Q1: 7,872 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,287 shares 2,287 $354K 0.05% new 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: 11,513 shares; 2024Q4: 11,024 shares; 2025Q1: 3,735 shares; 2025Q2: 3,669 shares; 2025Q3: 3,697 shares; 2025Q4: 3,680 shares 3,680 $353K 0.05% -17 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 12,088 shares; 2025Q1: 12,046 shares; 2025Q2: 4,232 shares; 2025Q3: 4,195 shares; 2025Q4: 3,204 shares 3,204 $353K 0.05% -991 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,407 shares; 2025Q1: 7,437 shares; 2025Q2: 7,474 shares; 2025Q3: 7,358 shares; 2025Q4: 7,391 shares 7,391 $353K 0.05% +33 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: 3,035 shares; 2024Q4: 2,724 shares; 2025Q1: 2,988 shares; 2025Q2: 1,330 shares; 2025Q3: 1,282 shares; 2025Q4: 1,281 shares 1,281 $350K 0.05% -1 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,304 shares 4,304 $345K 0.05% new 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: 4,788 shares; 2024Q4: 5,167 shares; 2025Q1: 4,734 shares; 2025Q2: 4,444 shares; 2025Q3: 3,873 shares; 2025Q4: 3,903 shares 3,903 $345K 0.05% +30 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,843 shares; 2025Q2: 13,350 shares; 2025Q3: 12,679 shares; 2025Q4: 12,178 shares 12,178 $345K 0.05% -501 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,836 shares 3,836 $344K 0.05% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 3,047 shares; 2025Q3: 2,985 shares; 2025Q4: 5,944 shares 5,944 $344K 0.05% +2,959 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: 23,875 shares; 2024Q4: 6,030 shares; 2025Q1: 5,509 shares; 2025Q2: 4,196 shares; 2025Q3: 4,148 shares; 2025Q4: 4,282 shares 4,282 $344K 0.05% +134 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: 31,699 shares; 2024Q4: 21,936 shares; 2025Q1: 27,771 shares; 2025Q2: 13,433 shares; 2025Q3: 11,152 shares; 2025Q4: 11,443 shares 11,443 $342K 0.05% +291 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,919 shares; 2024Q4: 25,514 shares; 2025Q1: 19,681 shares; 2025Q2: 14,033 shares; 2025Q3: 14,033 shares; 2025Q4: 14,033 shares 14,033 $342K 0.05% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 7,653 shares; 2025Q1: 7,671 shares; 2025Q2: 7,729 shares; 2025Q3: 7,677 shares; 2025Q4: 7,693 shares 7,693 $341K 0.05% +16 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 10,485 shares; 2025Q1: 10,585 shares; 2025Q2: 10,032 shares; 2025Q3: 9,730 shares; 2025Q4: 9,730 shares 9,730 $339K 0.05% 0 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: 4,215 shares; 2024Q4: 2,956 shares; 2025Q1: 6,043 shares; 2025Q2: 2,718 shares; 2025Q3: 2,769 shares; 2025Q4: 3,622 shares 3,622 $339K 0.05% +853 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,413 shares; 2025Q2: 5,773 shares; 2025Q3: 5,199 shares; 2025Q4: 5,606 shares 5,606 $338K 0.05% +407 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: 9,780 shares; 2024Q4: 636 shares; 2025Q1: 688 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 498 shares 498 $337K 0.05% +4 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,823 shares 7,823 $335K 0.05% new 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: 33,364 shares; 2024Q4: 5,223 shares; 2025Q1: 5,318 shares; 2025Q2: 4,530 shares; 2025Q3: 4,531 shares; 2025Q4: 4,531 shares 4,531 $335K 0.05% 0 Timeline FTXL 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: 3,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,577 shares 2,577 $334K 0.05% new 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: 12,280 shares; 2024Q4: 9,705 shares; 2025Q1: 8,461 shares; 2025Q2: 4,958 shares; 2025Q3: 4,958 shares; 2025Q4: 4,968 shares 4,968 $333K 0.05% +10 Timeline SCHR 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: 8,373 shares; 2024Q4: 12,345 shares; 2025Q1: 12,781 shares; 2025Q2: 8,284 shares; 2025Q3: not reported; 2025Q4: 13,295 shares 13,295 $333K 0.05% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,681 shares; 2025Q1: 2,507 shares; 2025Q2: 2,074 shares; 2025Q3: 2,122 shares; 2025Q4: 1,969 shares 1,969 $331K 0.05% -153 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: 474 shares; 2024Q4: 455 shares; 2025Q1: 443 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 408 shares 408 $330K 0.05% +1 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,579 shares; 2024Q4: 14,525 shares; 2025Q1: 12,335 shares; 2025Q2: 7,270 shares; 2025Q3: 6,174 shares; 2025Q4: 5,602 shares 5,602 $329K 0.04% -572 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: 9,962 shares; 2024Q4: 8,721 shares; 2025Q1: 8,239 shares; 2025Q2: 3,152 shares; 2025Q3: 2,894 shares; 2025Q4: 2,928 shares 2,928 $329K 0.04% +34 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: 6,006 shares; 2024Q4: 5,860 shares; 2025Q1: 8,304 shares; 2025Q2: 5,592 shares; 2025Q3: 5,446 shares; 2025Q4: 6,444 shares 6,444 $327K 0.04% +998 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,198 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,430 shares 1,430 $324K 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,241 shares 3,241 $324K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,980 shares; 2025Q1: 3,125 shares; 2025Q2: 1,874 shares; 2025Q3: 1,918 shares; 2025Q4: 2,006 shares 2,006 $321K 0.04% +88 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: 1,754 shares; 2024Q4: 1,342 shares; 2025Q1: 1,374 shares; 2025Q2: 538 shares; 2025Q3: 518 shares; 2025Q4: 552 shares 552 $316K 0.04% +34 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 6,250 shares; 2025Q1: 6,300 shares; 2025Q2: 6,350 shares; 2025Q3: 6,400 shares; 2025Q4: 6,450 shares 6,450 $308K 0.04% +50 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,727 shares; 2025Q1: 2,897 shares; 2025Q2: 3,105 shares; 2025Q3: 3,160 shares; 2025Q4: 3,161 shares 3,161 $307K 0.04% +1 Timeline UFOX 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: 7,663 shares; 2024Q4: 6,897 shares; 2025Q1: 6,362 shares; 2025Q2: 4,780 shares; 2025Q3: 4,725 shares; 2025Q4: 4,745 shares 4,745 $303K 0.04% +20 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares 1,444 $302K 0.04% 0 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: not reported; 2025Q3: not reported; 2025Q4: 14,949 shares 14,949 $298K 0.04% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,929 shares; 2024Q4: 17,425 shares; 2025Q1: 17,855 shares; 2025Q2: 7,128 shares; 2025Q3: 5,538 shares; 2025Q4: 3,113 shares 3,113 $296K 0.04% -2,425 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,499 shares; 2025Q1: 2,954 shares; 2025Q2: 1,436 shares; 2025Q3: 1,331 shares; 2025Q4: 1,330 shares 1,330 $292K 0.04% -1 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES 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: not reported; 2025Q4: 33,854 shares 33,854 $291K 0.04% new 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: 1,229 shares; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares 1,265 $290K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 3,954 shares; 2025Q1: 2,119 shares; 2025Q2: 2,210 shares; 2025Q3: 2,136 shares; 2025Q4: 2,095 shares 2,095 $289K 0.04% -41 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,737 shares; 2024Q4: 73,100 shares; 2025Q1: 63,678 shares; 2025Q2: 39,953 shares; 2025Q3: 35,897 shares; 2025Q4: 31,262 shares 31,262 $288K 0.04% -4,635 Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 11,635 shares; 2025Q1: 11,435 shares; 2025Q2: 11,045 shares; 2025Q3: 10,570 shares; 2025Q4: 10,570 shares 10,570 $288K 0.04% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,965 shares; 2025Q1: 6,155 shares; 2025Q2: 5,265 shares; 2025Q3: 5,365 shares; 2025Q4: 5,335 shares 5,335 $287K 0.04% -30 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,953 shares; 2024Q4: 9,574 shares; 2025Q1: 8,495 shares; 2025Q2: 8,594 shares; 2025Q3: 6,975 shares; 2025Q4: 7,085 shares 7,085 $287K 0.04% +110 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,174 shares 4,174 $287K 0.04% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,422 shares; 2025Q1: 1,669 shares; 2025Q2: not reported; 2025Q3: 1,112 shares; 2025Q4: 1,535 shares 1,535 $285K 0.04% +423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,864 shares 2,864 $284K 0.04% new 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: 2,521 shares; 2024Q4: 2,193 shares; 2025Q1: 2,135 shares; 2025Q2: 1,848 shares; 2025Q3: 1,487 shares; 2025Q4: 1,480 shares 1,480 $283K 0.04% -7 Timeline GTOS 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: 12,869 shares; 2024Q4: 12,636 shares; 2025Q1: 11,958 shares; 2025Q2: 10,904 shares; 2025Q3: 11,144 shares; 2025Q4: 11,222 shares 11,222 $282K 0.04% +78 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: 2,161 shares; 2024Q4: 1,576 shares; 2025Q1: 1,879 shares; 2025Q2: 1,205 shares; 2025Q3: 1,176 shares; 2025Q4: 1,220 shares 1,220 $282K 0.04% +44 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: 5,060 shares; 2024Q4: 5,028 shares; 2025Q1: 3,975 shares; 2025Q2: 2,044 shares; 2025Q3: 1,808 shares; 2025Q4: 1,853 shares 1,853 $282K 0.04% +45 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: 5,253 shares; 2024Q4: 5,253 shares; 2025Q1: 5,253 shares; 2025Q2: 5,253 shares; 2025Q3: 5,253 shares; 2025Q4: 5,253 shares 5,253 $280K 0.04% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,265 shares 4,265 $279K 0.04% new 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: 1,398 shares; 2024Q4: 1,418 shares; 2025Q1: 1,430 shares; 2025Q2: 1,879 shares; 2025Q3: 1,880 shares; 2025Q4: 1,720 shares 1,720 $279K 0.04% -160 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: 8,744 shares; 2024Q4: 9,129 shares; 2025Q1: 7,490 shares; 2025Q2: 2,727 shares; 2025Q3: 3,094 shares; 2025Q4: 4,739 shares 4,739 $277K 0.04% +1,645 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,020 shares; 2025Q2: not reported; 2025Q3: 6,470 shares; 2025Q4: 7,810 shares 7,810 $276K 0.04% +1,340 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: 1,251 shares; 2024Q4: 1,185 shares; 2025Q1: 1,197 shares; 2025Q2: 1,058 shares; 2025Q3: 814 shares; 2025Q4: 816 shares 816 $275K 0.04% +2 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: 4,613 shares; 2024Q4: 4,407 shares; 2025Q1: 4,868 shares; 2025Q2: 2,751 shares; 2025Q3: 2,740 shares; 2025Q4: 2,748 shares 2,748 $275K 0.04% +8 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,329 shares 6,329 $274K 0.04% new 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: 7,873 shares; 2024Q4: 5,893 shares; 2025Q1: 5,228 shares; 2025Q2: 947 shares; 2025Q3: 1,312 shares; 2025Q4: 2,291 shares 2,291 $274K 0.04% +979 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,349 shares; 2025Q3: 1,305 shares; 2025Q4: 1,368 shares 1,368 $273K 0.04% +63 Timeline IEV ISHARES TR More: 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: 5,062 shares; 2025Q3: 4,132 shares; 2025Q4: 3,960 shares 3,960 $272K 0.04% -172 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: 3,436 shares; 2024Q4: 3,762 shares; 2025Q1: 2,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 951 shares 951 $272K 0.04% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,104 shares; 2025Q4: 11,597 shares 11,597 $271K 0.04% +2,493 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,107 shares; 2025Q3: 11,591 shares; 2025Q4: 9,358 shares 9,358 $270K 0.04% -2,233 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 8,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,925 shares; 2025Q4: 4,178 shares 4,178 $269K 0.04% -1,747 Timeline RDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: not reported; 2025Q3: not reported; 2025Q4: 9,025 shares 9,025 $265K 0.04% new Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN 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: 23,735 shares; 2025Q3: 36,605 shares; 2025Q4: 48,125 shares 48,125 $263K 0.04% +11,520 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF 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: 15,940 shares 15,940 $261K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares 1,078 $261K 0.04% new 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: 1,691 shares; 2024Q4: 1,518 shares; 2025Q1: 2,162 shares; 2025Q2: 1,328 shares; 2025Q3: 1,135 shares; 2025Q4: 1,484 shares 1,484 $261K 0.04% +349 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 5,795 shares; 2025Q1: 5,245 shares; 2025Q2: 1,838 shares; 2025Q3: 1,660 shares; 2025Q4: 1,743 shares 1,743 $260K 0.04% +83 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 3,663 shares; 2025Q1: 3,393 shares; 2025Q2: 1,076 shares; 2025Q3: 1,000 shares; 2025Q4: 987 shares 987 $259K 0.04% -13 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,686 shares 2,686 $259K 0.04% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,252 shares; 2025Q4: 3,053 shares 3,053 $258K 0.04% -4,199 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,764 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares 2,944 $254K 0.03% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 2,198 shares 2,198 $252K 0.03% +304 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,756 shares; 2025Q1: 2,999 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,221 shares 2,221 $250K 0.03% +36 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: 12,476 shares; 2024Q4: 10,544 shares; 2025Q1: 10,266 shares; 2025Q2: 2,144 shares; 2025Q3: 1,780 shares; 2025Q4: 1,823 shares 1,823 $246K 0.03% +43 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: 6,749 shares; 2024Q4: 7,710 shares; 2025Q1: 4,045 shares; 2025Q2: 4,031 shares; 2025Q3: not reported; 2025Q4: 6,558 shares 6,558 $243K 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,364 shares; 2025Q1: 1,207 shares; 2025Q2: 712 shares; 2025Q3: 831 shares; 2025Q4: 692 shares 692 $242K 0.03% -139 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: not reported; 2024Q4: 12,976 shares; 2025Q1: 9,326 shares; 2025Q2: not reported; 2025Q3: 6,510 shares; 2025Q4: 6,533 shares 6,533 $241K 0.03% +23 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,772 shares; 2025Q1: 3,875 shares; 2025Q2: 5,945 shares; 2025Q3: 5,968 shares; 2025Q4: 5,990 shares 5,990 $240K 0.03% +22 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,829 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,973 shares 3,973 $238K 0.03% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,635 shares; 2025Q1: 6,635 shares; 2025Q2: 6,675 shares; 2025Q3: 6,675 shares; 2025Q4: 6,725 shares 6,725 $238K 0.03% +50 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,816 shares; 2025Q1: 14,623 shares; 2025Q2: not reported; 2025Q3: 3,163 shares; 2025Q4: 3,211 shares 3,211 $236K 0.03% +48 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: not reported; 2024Q4: 5,831 shares; 2025Q1: 5,837 shares; 2025Q2: not reported; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares 3,955 $230K 0.03% 0 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: not reported; 2024Q4: 3,300 shares; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares 3,450 $229K 0.03% 0 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,085 shares 5,085 $228K 0.03% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares 1,726 $226K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779 shares 779 $225K 0.03% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 1,848 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,686 shares 1,686 $221K 0.03% new 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: 1,919 shares; 2024Q4: 1,855 shares; 2025Q1: 2,446 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,541 shares 1,541 $221K 0.03% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,673 shares; 2024Q4: 12,118 shares; 2025Q1: 12,908 shares; 2025Q2: 9,608 shares; 2025Q3: 9,593 shares; 2025Q4: 8,778 shares 8,778 $219K 0.03% -815 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 9,000 shares; 2025Q4: 9,000 shares 9,000 $219K 0.03% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,383 shares; 2025Q3: 7,383 shares; 2025Q4: 7,176 shares 7,176 $217K 0.03% -207 Timeline IVLU ISHARES TR More: 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: 8,206 shares; 2025Q3: 6,138 shares; 2025Q4: 5,702 shares 5,702 $217K 0.03% -436 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: not reported; 2024Q4: 2,593 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,332 shares 3,332 $217K 0.03% new Timeline PCG PG&E CORP More: the full row for PG&E 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: 11,285 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,466 shares 13,466 $216K 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,285 shares; 2025Q1: 2,396 shares; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,058 shares 1,058 $216K 0.03% +1 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,900 shares; 2025Q1: 11,722 shares; 2025Q2: 9,441 shares; 2025Q3: 8,172 shares; 2025Q4: 7,593 shares 7,593 $216K 0.03% -579 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,051 shares; 2025Q1: 11,142 shares; 2025Q2: 11,065 shares; 2025Q3: 10,932 shares; 2025Q4: 10,932 shares 10,932 $215K 0.03% 0 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 9,000 shares; 2025Q4: 9,000 shares 9,000 $215K 0.03% 0 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: not reported; 2025Q4: 3,767 shares 3,767 $215K 0.03% new 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: 2,357 shares; 2024Q4: 2,241 shares; 2025Q1: 2,155 shares; 2025Q2: 1,114 shares; 2025Q3: 901 shares; 2025Q4: 881 shares 881 $212K 0.03% -20 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: 17,586 shares; 2024Q4: 14,341 shares; 2025Q1: 13,376 shares; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,191 shares 2,191 $210K 0.03% -113 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: 1,315 shares; 2024Q4: 2,144 shares; 2025Q1: 1,922 shares; 2025Q2: 832 shares; 2025Q3: 795 shares; 2025Q4: 817 shares 817 $210K 0.03% +22 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 11,642 shares; 2025Q3: 11,087 shares; 2025Q4: 8,346 shares 8,346 $210K 0.03% -2,741 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,907 shares; 2025Q4: 4,108 shares 4,108 $208K 0.03% -3,799 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: 3,579 shares; 2024Q4: 3,331 shares; 2025Q1: 2,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,069 shares 1,069 $207K 0.03% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,146 shares; 2025Q4: 3,954 shares 3,954 $207K 0.03% -1,192 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,903 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,268 shares 1,268 $206K 0.03% new Timeline FIG FIGMA INC More: the full row for FIGMA 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: not reported; 2025Q4: 5,500 shares 5,500 $206K 0.03% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,989 shares 4,989 $205K 0.03% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 6,815 shares; 2025Q1: 6,815 shares; 2025Q2: 6,710 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares 6,700 $204K 0.03% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: not reported; 2025Q4: 1,498 shares 1,498 $204K 0.03% new 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: 163 shares; 2024Q4: 174 shares; 2025Q1: 186 shares; 2025Q2: 77 shares; 2025Q3: not reported; 2025Q4: 38 shares 38 $204K 0.03% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,711 shares 1,711 $203K 0.03% new 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: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares 1,141 $202K 0.03% new 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: 2,030 shares; 2024Q4: 1,681 shares; 2025Q1: 1,987 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares 385 $201K 0.03% new Timeline BBLU 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: 39,173 shares; 2024Q4: 39,503 shares; 2025Q1: 39,503 shares; 2025Q2: 39,503 shares; 2025Q3: 39,503 shares; 2025Q4: 10,712 shares 10,712 $163K 0.02% -28,791 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP 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: 10,530 shares; 2025Q3: 17,030 shares; 2025Q4: 17,030 shares 17,030 $129K 0.02% 0 Timeline EPSN EPSILON ENERGY LTD More: the full row for EPSILON ENERGY LTD 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: 11,528 shares 11,528 $53.5K 0.01% new Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET 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: 11,377 shares 11,377 $43.6K 0.01% new Timeline RZLV REZOLVE AI PLC More: the full row for REZOLVE AI PLC 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: 13,842 shares 13,842 $35.6K <0.01% new Timeline ZONE ZONE FRONTIER INC More: the full row for ZONE FRONTIER 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: 10,475 shares; 2025Q4: 68,275 shares 68,275 $17.8K <0.01% +57,800 Timeline