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: 213,823 shares; 2024Q4: 187,800 shares; 2025Q1: 190,403 shares; 2025Q2: 206,491 shares; 2025Q3: 181,056 shares; 2025Q4: 201,199 shares 201,199 $37.5M 4.87% +20,143 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: 122,750 shares; 2024Q4: 105,209 shares; 2025Q1: 536,149 shares; 2025Q2: 683,161 shares; 2025Q3: 698,573 shares; 2025Q4: 740,978 shares 740,978 $32.9M 4.28% +42,405 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 542,448 shares; 2025Q1: 804,452 shares; 2025Q2: 1,012,493 shares; 2025Q3: 1,095,151 shares; 2025Q4: 1,140,550 shares 1,140,550 $32.4M 4.21% +45,399 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,764 shares; 2024Q4: 262,285 shares; 2025Q1: 248,486 shares; 2025Q2: 261,414 shares; 2025Q3: 281,625 shares; 2025Q4: 291,782 shares 291,782 $32.1M 4.18% +10,157 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285,179 shares; 2024Q4: 969,702 shares; 2025Q1: 951,776 shares; 2025Q2: 965,630 shares; 2025Q3: 1,024,923 shares; 2025Q4: 1,062,335 shares 1,062,335 $32.1M 4.17% +37,412 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,141,717 shares; 2025Q1: 961,933 shares; 2025Q2: 959,465 shares; 2025Q3: 1,031,379 shares; 2025Q4: 1,072,706 shares 1,072,706 $30.9M 4.02% +41,327 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 736,572 shares; 2025Q1: 765,263 shares; 2025Q2: 824,404 shares; 2025Q3: 876,567 shares; 2025Q4: 913,722 shares 913,722 $30.9M 4.01% +37,155 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,696 shares; 2024Q4: 137,515 shares; 2025Q1: 138,819 shares; 2025Q2: 130,922 shares; 2025Q3: 214,436 shares; 2025Q4: 219,265 shares 219,265 $23.4M 3.04% +4,829 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: 41,742 shares; 2024Q4: 43,835 shares; 2025Q1: 40,468 shares; 2025Q2: 38,984 shares; 2025Q3: 38,946 shares; 2025Q4: 40,706 shares 40,706 $19.7M 2.56% +1,760 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,477 shares; 2024Q4: 214,941 shares; 2025Q1: 150,423 shares; 2025Q2: 173,145 shares; 2025Q3: 228,740 shares; 2025Q4: 242,611 shares 242,611 $18.7M 2.43% +13,871 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: 78,496 shares; 2024Q4: 79,103 shares; 2025Q1: 74,789 shares; 2025Q2: 68,788 shares; 2025Q3: 64,688 shares; 2025Q4: 65,301 shares 65,301 $17.8M 2.31% +613 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,257 shares; 2024Q4: 157,909 shares; 2025Q1: 142,307 shares; 2025Q2: 148,913 shares; 2025Q3: 158,398 shares; 2025Q4: 176,223 shares 176,223 $13.1M 1.7% +17,825 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,714 shares; 2024Q4: 225,257 shares; 2025Q1: 233,015 shares; 2025Q2: 237,086 shares; 2025Q3: 231,955 shares; 2025Q4: 229,002 shares 229,002 $11.8M 1.54% -2,953 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,676 shares; 2024Q4: 205,909 shares; 2025Q1: 174,885 shares; 2025Q2: 182,459 shares; 2025Q3: 194,737 shares; 2025Q4: 274,432 shares 274,432 $11.7M 1.52% +79,695 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,707 shares; 2024Q4: 153,715 shares; 2025Q1: 164,761 shares; 2025Q2: 210,743 shares; 2025Q3: 213,278 shares; 2025Q4: 232,998 shares 232,998 $11.2M 1.45% +19,720 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: 46,526 shares; 2024Q4: 46,015 shares; 2025Q1: 35,906 shares; 2025Q2: 31,261 shares; 2025Q3: 30,757 shares; 2025Q4: 31,786 shares 31,786 $11M 1.43% +1,029 Timeline DWX 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: 93,150 shares; 2024Q4: 92,413 shares; 2025Q1: 173,272 shares; 2025Q2: 228,260 shares; 2025Q3: 232,618 shares; 2025Q4: 246,368 shares 246,368 $10.8M 1.41% +13,750 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: 44,375 shares; 2024Q4: 48,354 shares; 2025Q1: 44,168 shares; 2025Q2: 44,100 shares; 2025Q3: 41,955 shares; 2025Q4: 44,246 shares 44,246 $10.2M 1.33% +2,291 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: 31,041 shares; 2024Q4: 30,440 shares; 2025Q1: 29,066 shares; 2025Q2: 29,143 shares; 2025Q3: 29,198 shares; 2025Q4: 30,031 shares 30,031 $9.68M 1.26% +833 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: 36,853 shares; 2024Q4: 32,615 shares; 2025Q1: 31,112 shares; 2025Q2: 31,236 shares; 2025Q3: 28,920 shares; 2025Q4: 29,525 shares 29,525 $9.24M 1.2% +605 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,319 shares; 2024Q4: 116,858 shares; 2025Q1: 111,434 shares; 2025Q2: 115,604 shares; 2025Q3: 114,781 shares; 2025Q4: 119,681 shares 119,681 $8.98M 1.17% +4,900 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,542 shares; 2025Q2: 81,569 shares; 2025Q3: 82,761 shares; 2025Q4: 87,375 shares 87,375 $8.91M 1.16% +4,614 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,379 shares; 2024Q4: 54,188 shares; 2025Q1: 81,326 shares; 2025Q2: 80,358 shares; 2025Q3: 81,181 shares; 2025Q4: 84,917 shares 84,917 $8.7M 1.13% +3,736 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: 13,555 shares; 2024Q4: 13,556 shares; 2025Q1: 11,504 shares; 2025Q2: 11,321 shares; 2025Q3: 11,449 shares; 2025Q4: 12,560 shares 12,560 $8.29M 1.08% +1,111 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: 250,358 shares; 2024Q4: 241,980 shares; 2025Q1: 133,478 shares; 2025Q2: 115,012 shares; 2025Q3: 107,420 shares; 2025Q4: 105,327 shares 105,327 $7.31M 0.95% -2,093 Timeline AVLV 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: 89,941 shares; 2024Q4: 89,636 shares; 2025Q1: 94,154 shares; 2025Q2: 94,001 shares; 2025Q3: 92,553 shares; 2025Q4: 92,129 shares 92,129 $6.98M 0.91% -424 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 9,541 shares; 2025Q1: 44,813 shares; 2025Q2: 69,769 shares; 2025Q3: 77,849 shares; 2025Q4: 82,479 shares 82,479 $6.83M 0.89% +4,630 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 7,728 shares; 2025Q1: 38,581 shares; 2025Q2: 63,921 shares; 2025Q3: 70,905 shares; 2025Q4: 73,420 shares 73,420 $6.71M 0.87% +2,515 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,347 shares; 2024Q4: 137,146 shares; 2025Q1: 132,557 shares; 2025Q2: 141,439 shares; 2025Q3: 149,539 shares; 2025Q4: 170,790 shares 170,790 $5.59M 0.73% +21,251 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: 9,294 shares; 2024Q4: 9,236 shares; 2025Q1: 10,209 shares; 2025Q2: 9,676 shares; 2025Q3: 9,180 shares; 2025Q4: 9,092 shares 9,092 $5.21M 0.68% -88 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: 4,168 shares; 2024Q4: 4,746 shares; 2025Q1: 4,909 shares; 2025Q2: 5,447 shares; 2025Q3: 5,642 shares; 2025Q4: 5,901 shares 5,901 $5.19M 0.67% +259 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: 67,187 shares; 2024Q4: 75,961 shares; 2025Q1: 71,958 shares; 2025Q2: 61,457 shares; 2025Q3: 66,654 shares; 2025Q4: 69,243 shares 69,243 $4.84M 0.63% +2,589 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: 10,824 shares; 2024Q4: 10,691 shares; 2025Q1: 10,297 shares; 2025Q2: 9,400 shares; 2025Q3: 9,294 shares; 2025Q4: 9,625 shares 9,625 $4.84M 0.63% +331 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: 41,498 shares; 2024Q4: 46,165 shares; 2025Q1: 39,197 shares; 2025Q2: 36,923 shares; 2025Q3: 37,407 shares; 2025Q4: 38,017 shares 38,017 $4.57M 0.59% +610 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: 2,111 shares; 2024Q4: 6,250 shares; 2025Q1: 8,373 shares; 2025Q2: 8,375 shares; 2025Q3: 8,783 shares; 2025Q4: 9,215 shares 9,215 $4.46M 0.58% +432 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: 14,357 shares; 2024Q4: 12,574 shares; 2025Q1: 21,135 shares; 2025Q2: 23,690 shares; 2025Q3: 23,710 shares; 2025Q4: 24,560 shares 24,560 $4.36M 0.57% +850 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: 26,740 shares; 2024Q4: 23,216 shares; 2025Q1: 23,061 shares; 2025Q2: 20,845 shares; 2025Q3: 19,689 shares; 2025Q4: 19,890 shares 19,890 $4.12M 0.53% +201 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: 132,231 shares; 2024Q4: 35,712 shares; 2025Q1: 19,652 shares; 2025Q2: 29,941 shares; 2025Q3: 35,765 shares; 2025Q4: 45,019 shares 45,019 $4.11M 0.53% +9,254 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: 12,114 shares; 2024Q4: 11,503 shares; 2025Q1: 10,482 shares; 2025Q2: 10,130 shares; 2025Q3: 10,807 shares; 2025Q4: 11,903 shares 11,903 $4.1M 0.53% +1,096 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,118 shares; 2024Q4: 36,257 shares; 2025Q1: 67,849 shares; 2025Q2: 68,703 shares; 2025Q3: 61,985 shares; 2025Q4: 79,935 shares 79,935 $4.05M 0.53% +17,950 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,113 shares; 2024Q4: 47,239 shares; 2025Q1: 45,960 shares; 2025Q2: 38,422 shares; 2025Q3: 38,450 shares; 2025Q4: 38,829 shares 38,829 $4.04M 0.52% +379 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: 5,067 shares; 2024Q4: 5,413 shares; 2025Q1: 3,803 shares; 2025Q2: 3,652 shares; 2025Q3: 3,527 shares; 2025Q4: 3,645 shares 3,645 $3.92M 0.51% +118 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: 42,560 shares; 2024Q4: 45,502 shares; 2025Q1: 54,324 shares; 2025Q2: 55,862 shares; 2025Q3: 47,657 shares; 2025Q4: 48,030 shares 48,030 $3.86M 0.5% +373 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: 1,542 shares; 2024Q4: 103 shares; 2025Q1: 6,227 shares; 2025Q2: 8,385 shares; 2025Q3: 6,917 shares; 2025Q4: 8,536 shares 8,536 $3.84M 0.5% +1,619 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: 38,109 shares; 2024Q4: 40,161 shares; 2025Q1: 42,832 shares; 2025Q2: 44,504 shares; 2025Q3: 37,567 shares; 2025Q4: 40,779 shares 40,779 $3.56M 0.46% +3,212 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: 11,270 shares; 2024Q4: 12,414 shares; 2025Q1: 11,225 shares; 2025Q2: 12,601 shares; 2025Q3: 13,324 shares; 2025Q4: 13,387 shares 13,387 $3.44M 0.45% +63 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: 9,685 shares; 2024Q4: 9,199 shares; 2025Q1: 9,537 shares; 2025Q2: 9,295 shares; 2025Q3: 9,305 shares; 2025Q4: 9,801 shares 9,801 $3.44M 0.45% +496 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,481 shares; 2024Q4: 70,122 shares; 2025Q1: 70,126 shares; 2025Q2: 69,847 shares; 2025Q3: 69,847 shares; 2025Q4: 69,847 shares 69,847 $3.44M 0.45% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 13,682 shares; 2025Q1: 13,152 shares; 2025Q2: 12,749 shares; 2025Q3: 14,095 shares; 2025Q4: 14,659 shares 14,659 $3.39M 0.44% +564 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: 5,753 shares; 2024Q4: 5,832 shares; 2025Q1: 5,280 shares; 2025Q2: 5,769 shares; 2025Q3: 5,573 shares; 2025Q4: 5,898 shares 5,898 $3.37M 0.44% +325 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,230 shares; 2024Q4: 85,411 shares; 2025Q1: 82,540 shares; 2025Q2: 84,146 shares; 2025Q3: 82,643 shares; 2025Q4: 83,311 shares 83,311 $3.3M 0.43% +668 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: 22,016 shares; 2024Q4: 43,210 shares; 2025Q1: 27,209 shares; 2025Q2: 27,864 shares; 2025Q3: 27,938 shares; 2025Q4: 29,178 shares 29,178 $3.25M 0.42% +1,240 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: 14,761 shares; 2024Q4: 12,770 shares; 2025Q1: 11,578 shares; 2025Q2: 10,631 shares; 2025Q3: 10,161 shares; 2025Q4: 10,359 shares 10,359 $3.25M 0.42% +198 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: 8,524 shares; 2024Q4: 9,004 shares; 2025Q1: 9,915 shares; 2025Q2: 9,467 shares; 2025Q3: 9,700 shares; 2025Q4: 9,835 shares 9,835 $3.22M 0.42% +135 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: 26,960 shares; 2024Q4: 20,833 shares; 2025Q1: 20,862 shares; 2025Q2: 21,666 shares; 2025Q3: 21,820 shares; 2025Q4: 22,441 shares 22,441 $3.22M 0.42% +621 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 14,417 shares; 2025Q2: 17,934 shares; 2025Q3: 18,483 shares; 2025Q4: 18,946 shares 18,946 $3.21M 0.42% +463 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: 148 shares; 2024Q4: 147 shares; 2025Q1: 5,019 shares; 2025Q2: 3,569 shares; 2025Q3: 3,740 shares; 2025Q4: 3,852 shares 3,852 $3.16M 0.41% +112 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,443 shares; 2025Q1: 12,787 shares; 2025Q2: 15,655 shares; 2025Q3: 25,592 shares; 2025Q4: 27,347 shares 27,347 $3.11M 0.4% +1,755 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: 18,744 shares; 2024Q4: 36,384 shares; 2025Q1: 31,827 shares; 2025Q2: 31,957 shares; 2025Q3: 32,367 shares; 2025Q4: 32,755 shares 32,755 $3.07M 0.4% +388 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,534 shares; 2024Q4: 14,588 shares; 2025Q1: 14,622 shares; 2025Q2: 54,416 shares; 2025Q3: 57,419 shares; 2025Q4: 65,005 shares 65,005 $3.04M 0.4% +7,586 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 1,221 shares; 2025Q1: 926 shares; 2025Q2: 34,078 shares; 2025Q3: 36,569 shares; 2025Q4: 38,028 shares 38,028 $3.02M 0.39% +1,459 Timeline DVYE 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: 24,440 shares; 2024Q4: 47,456 shares; 2025Q1: 76,163 shares; 2025Q2: 83,365 shares; 2025Q3: 94,533 shares; 2025Q4: 96,223 shares 96,223 $3M 0.39% +1,690 Timeline DVYA 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: 17,033 shares; 2024Q4: 33,611 shares; 2025Q1: 54,886 shares; 2025Q2: 62,143 shares; 2025Q3: 64,776 shares; 2025Q4: 66,809 shares 66,809 $2.96M 0.38% +2,033 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: 57,636 shares; 2024Q4: 165,512 shares; 2025Q1: 154,224 shares; 2025Q2: 131,432 shares; 2025Q3: 110,281 shares; 2025Q4: 107,352 shares 107,352 $2.94M 0.38% -2,929 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: not reported; 2025Q1: 16,438 shares; 2025Q2: 17,502 shares; 2025Q3: 17,055 shares; 2025Q4: 17,075 shares 17,075 $2.92M 0.38% +20 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: 7,105 shares; 2024Q4: 7,528 shares; 2025Q1: 7,443 shares; 2025Q2: 9,479 shares; 2025Q3: 10,709 shares; 2025Q4: 10,968 shares 10,968 $2.91M 0.38% +259 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: 4,178 shares; 2024Q4: 4,315 shares; 2025Q1: 2,805 shares; 2025Q2: 2,789 shares; 2025Q3: 3,064 shares; 2025Q4: 3,315 shares 3,315 $2.86M 0.37% +251 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: 4,375 shares; 2024Q4: 4,703 shares; 2025Q1: 9,263 shares; 2025Q2: 8,141 shares; 2025Q3: 7,938 shares; 2025Q4: 7,753 shares 7,753 $2.79M 0.36% -185 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: 36,605 shares; 2024Q4: 39,185 shares; 2025Q1: 38,575 shares; 2025Q2: 41,754 shares; 2025Q3: 42,241 shares; 2025Q4: 43,295 shares 43,295 $2.79M 0.36% +1,054 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,291 shares; 2025Q1: 69,085 shares; 2025Q2: 70,474 shares; 2025Q3: 70,635 shares; 2025Q4: 72,663 shares 72,663 $2.62M 0.34% +2,028 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: 6,676 shares; 2024Q4: 8,952 shares; 2025Q1: 9,040 shares; 2025Q2: 7,949 shares; 2025Q3: 7,841 shares; 2025Q4: 8,141 shares 8,141 $2.54M 0.33% +300 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,335 shares; 2024Q4: 28,997 shares; 2025Q1: 66,554 shares; 2025Q2: 63,786 shares; 2025Q3: 60,449 shares; 2025Q4: 60,747 shares 60,747 $2.51M 0.33% +298 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: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,321 shares; 2025Q3: 26,960 shares; 2025Q4: 24,660 shares 24,660 $2.48M 0.32% -2,300 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,352 shares; 2025Q1: 2,352 shares; 2025Q2: 2,069 shares; 2025Q3: 2,317 shares; 2025Q4: 2,450 shares 2,450 $2.47M 0.32% +133 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: 9,135 shares; 2024Q4: 9,857 shares; 2025Q1: 9,433 shares; 2025Q2: 8,884 shares; 2025Q3: 9,123 shares; 2025Q4: 9,611 shares 9,611 $2.47M 0.32% +488 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: 343 shares; 2024Q4: 337 shares; 2025Q1: 6,163 shares; 2025Q2: 7,079 shares; 2025Q3: 7,133 shares; 2025Q4: 7,721 shares 7,721 $2.46M 0.32% +588 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,851 shares; 2025Q1: 2,956 shares; 2025Q2: 2,811 shares; 2025Q3: 3,503 shares; 2025Q4: 3,708 shares 3,708 $2.46M 0.32% +205 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: 7,867 shares; 2024Q4: 14,663 shares; 2025Q1: 14,526 shares; 2025Q2: 14,567 shares; 2025Q3: 14,350 shares; 2025Q4: 14,931 shares 14,931 $2.29M 0.3% +581 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 21,467 shares; 2025Q2: 17,412 shares; 2025Q3: 18,396 shares; 2025Q4: 18,871 shares 18,871 $2.25M 0.29% +475 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: 6,983 shares; 2024Q4: 6,839 shares; 2025Q1: 7,112 shares; 2025Q2: 7,219 shares; 2025Q3: 7,365 shares; 2025Q4: 7,755 shares 7,755 $2.25M 0.29% +390 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: 8,446 shares; 2024Q4: 8,525 shares; 2025Q1: 7,176 shares; 2025Q2: 7,310 shares; 2025Q3: 7,025 shares; 2025Q4: 7,286 shares 7,286 $2.23M 0.29% +261 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,469 shares; 2024Q4: 24,279 shares; 2025Q1: 11,806 shares; 2025Q2: 13,196 shares; 2025Q3: 11,687 shares; 2025Q4: 12,423 shares 12,423 $2.22M 0.29% +736 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: 1,182 shares; 2024Q4: 1,092 shares; 2025Q1: 3,390 shares; 2025Q2: 3,517 shares; 2025Q3: 3,981 shares; 2025Q4: 3,902 shares 3,902 $2.21M 0.29% -79 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,271 shares; 2024Q4: 34,392 shares; 2025Q1: 31,891 shares; 2025Q2: 31,550 shares; 2025Q3: 31,598 shares; 2025Q4: 31,492 shares 31,492 $2.19M 0.29% -106 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: 1,456 shares; 2024Q4: 1,490 shares; 2025Q1: 4,105 shares; 2025Q2: 6,204 shares; 2025Q3: 7,172 shares; 2025Q4: 7,166 shares 7,166 $2.12M 0.28% -6 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: 1,797 shares; 2024Q4: 1,765 shares; 2025Q1: 2,327 shares; 2025Q2: 3,332 shares; 2025Q3: 3,083 shares; 2025Q4: 3,353 shares 3,353 $2.06M 0.27% +270 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: 1,345 shares; 2024Q4: 1,948 shares; 2025Q1: 1,659 shares; 2025Q2: 1,600 shares; 2025Q3: 1,647 shares; 2025Q4: 1,684 shares 1,684 $2.05M 0.27% +37 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,860 shares; 2025Q2: 27,861 shares; 2025Q3: 31,632 shares; 2025Q4: 41,641 shares 41,641 $2.01M 0.26% +10,009 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: 3,278 shares; 2024Q4: 3,221 shares; 2025Q1: 2,396 shares; 2025Q2: 2,389 shares; 2025Q3: 7,814 shares; 2025Q4: 10,018 shares 10,018 $1.95M 0.25% +2,204 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: 13,918 shares; 2024Q4: 13,192 shares; 2025Q1: 14,137 shares; 2025Q2: 16,063 shares; 2025Q3: 15,286 shares; 2025Q4: 15,581 shares 15,581 $1.89M 0.25% +295 Timeline XSHD 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: 35,488 shares; 2024Q4: 75,291 shares; 2025Q1: 97,268 shares; 2025Q2: 137,934 shares; 2025Q3: 142,972 shares; 2025Q4: 147,199 shares 147,199 $1.89M 0.24% +4,227 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,476 shares; 2024Q4: 11,830 shares; 2025Q1: 15,295 shares; 2025Q2: 43,195 shares; 2025Q3: 49,103 shares; 2025Q4: 48,755 shares 48,755 $1.86M 0.24% -348 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: 17,773 shares; 2024Q4: 17,233 shares; 2025Q1: 17,570 shares; 2025Q2: 19,957 shares; 2025Q3: 20,423 shares; 2025Q4: 22,676 shares 22,676 $1.82M 0.24% +2,253 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: 5,692 shares; 2024Q4: 5,794 shares; 2025Q1: 5,590 shares; 2025Q2: 5,518 shares; 2025Q3: 5,626 shares; 2025Q4: 5,405 shares 5,405 $1.81M 0.24% -221 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 4,573 shares; 2025Q1: 4,834 shares; 2025Q2: 5,176 shares; 2025Q3: 5,327 shares; 2025Q4: 5,762 shares 5,762 $1.8M 0.23% +435 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: 16,100 shares; 2024Q4: 17,242 shares; 2025Q1: 15,829 shares; 2025Q2: 13,065 shares; 2025Q3: 13,452 shares; 2025Q4: 14,316 shares 14,316 $1.79M 0.23% +864 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: 28,324 shares; 2024Q4: 30,145 shares; 2025Q1: 31,162 shares; 2025Q2: 32,915 shares; 2025Q3: 32,140 shares; 2025Q4: 32,242 shares 32,242 $1.77M 0.23% +102 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: 7,060 shares; 2024Q4: 7,562 shares; 2025Q1: 5,450 shares; 2025Q2: 5,137 shares; 2025Q3: 5,095 shares; 2025Q4: 5,355 shares 5,355 $1.77M 0.23% +260 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 921 shares; 2025Q1: 1,017 shares; 2025Q2: 2,847 shares; 2025Q3: 2,787 shares; 2025Q4: 2,773 shares 2,773 $1.74M 0.23% -14 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 13,055 shares; 2025Q2: 15,846 shares; 2025Q3: 32,096 shares; 2025Q4: 43,299 shares 43,299 $1.71M 0.22% +11,203 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: 27,072 shares; 2024Q4: 29,480 shares; 2025Q1: 7,668 shares; 2025Q2: 7,759 shares; 2025Q3: 7,325 shares; 2025Q4: 7,389 shares 7,389 $1.69M 0.22% +64 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: 27,123 shares; 2024Q4: 29,755 shares; 2025Q1: 35,278 shares; 2025Q2: 39,125 shares; 2025Q3: 41,101 shares; 2025Q4: 40,906 shares 40,906 $1.67M 0.22% -195 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,111 shares; 2024Q4: 28,075 shares; 2025Q1: 33,328 shares; 2025Q2: 40,240 shares; 2025Q3: 38,678 shares; 2025Q4: 41,506 shares 41,506 $1.64M 0.21% +2,828 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: 2,431 shares; 2024Q4: 5,387 shares; 2025Q1: 5,467 shares; 2025Q2: 6,172 shares; 2025Q3: 8,153 shares; 2025Q4: 8,746 shares 8,746 $1.61M 0.21% +593 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: 3,240 shares; 2024Q4: 2,788 shares; 2025Q1: 14,479 shares; 2025Q2: 16,757 shares; 2025Q3: 19,132 shares; 2025Q4: 19,301 shares 19,301 $1.49M 0.19% +169 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: 8,405 shares; 2024Q4: 7,619 shares; 2025Q1: 12,819 shares; 2025Q2: 13,945 shares; 2025Q3: 15,920 shares; 2025Q4: 15,947 shares 15,947 $1.49M 0.19% +27 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: 11,092 shares; 2024Q4: 12,698 shares; 2025Q1: 12,201 shares; 2025Q2: 12,545 shares; 2025Q3: 12,631 shares; 2025Q4: 12,670 shares 12,670 $1.48M 0.19% +39 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: 5,678 shares; 2024Q4: 6,274 shares; 2025Q1: 13,412 shares; 2025Q2: 22,609 shares; 2025Q3: 12,874 shares; 2025Q4: 12,568 shares 12,568 $1.47M 0.19% -306 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: 1,314 shares; 2024Q4: 1,443 shares; 2025Q1: 1,306 shares; 2025Q2: 1,528 shares; 2025Q3: 1,714 shares; 2025Q4: 9,472 shares 9,472 $1.45M 0.19% +7,758 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: 28,293 shares; 2024Q4: 28,418 shares; 2025Q1: 28,944 shares; 2025Q2: 23,571 shares; 2025Q3: 24,178 shares; 2025Q4: 24,523 shares 24,523 $1.4M 0.18% +345 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: 11,618 shares; 2024Q4: 17,814 shares; 2025Q1: 16,185 shares; 2025Q2: 14,504 shares; 2025Q3: 16,512 shares; 2025Q4: 17,304 shares 17,304 $1.37M 0.18% +792 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: 52,091 shares; 2024Q4: 61,207 shares; 2025Q1: 67,359 shares; 2025Q2: 70,950 shares; 2025Q3: 41,341 shares; 2025Q4: 44,750 shares 44,750 $1.34M 0.17% +3,409 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 7,417 shares; 2025Q1: 14,637 shares; 2025Q2: 20,445 shares; 2025Q3: 21,201 shares; 2025Q4: 21,636 shares 21,636 $1.27M 0.16% +435 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: 140 shares; 2024Q4: 146 shares; 2025Q1: 2,434 shares; 2025Q2: 2,376 shares; 2025Q3: 2,481 shares; 2025Q4: 2,633 shares 2,633 $1.27M 0.16% +152 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 7,627 shares; 2025Q1: 9,599 shares; 2025Q2: 12,558 shares; 2025Q3: 11,360 shares; 2025Q4: 11,406 shares 11,406 $1.26M 0.16% +46 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: 26,186 shares; 2024Q4: 25,620 shares; 2025Q1: 26,196 shares; 2025Q2: 20,831 shares; 2025Q3: 21,202 shares; 2025Q4: 21,472 shares 21,472 $1.25M 0.16% +270 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: 24,070 shares; 2024Q4: 7,790 shares; 2025Q1: 8,268 shares; 2025Q2: 9,267 shares; 2025Q3: 8,085 shares; 2025Q4: 8,032 shares 8,032 $1.22M 0.16% -53 Timeline SPDG 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: 36,779 shares; 2024Q4: 38,963 shares; 2025Q1: 39,653 shares; 2025Q2: 32,377 shares; 2025Q3: 30,760 shares; 2025Q4: 29,912 shares 29,912 $1.22M 0.16% -848 Timeline TDV 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: 18,287 shares; 2024Q4: 18,871 shares; 2025Q1: 18,468 shares; 2025Q2: 15,004 shares; 2025Q3: 14,160 shares; 2025Q4: 13,551 shares 13,551 $1.17M 0.15% -609 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: 3,945 shares; 2024Q4: 4,302 shares; 2025Q1: 5,476 shares; 2025Q2: 8,273 shares; 2025Q3: 7,842 shares; 2025Q4: 7,990 shares 7,990 $1.15M 0.15% +148 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: 5,183 shares; 2024Q4: 17,063 shares; 2025Q1: 17,909 shares; 2025Q2: 23,091 shares; 2025Q3: 22,513 shares; 2025Q4: 21,259 shares 21,259 $1.15M 0.15% -1,254 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: 19,118 shares; 2024Q4: 15,394 shares; 2025Q1: 7,387 shares; 2025Q2: 8,880 shares; 2025Q3: 8,070 shares; 2025Q4: 7,949 shares 7,949 $1.14M 0.15% -121 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,413 shares; 2024Q4: 175,006 shares; 2025Q1: 191,082 shares; 2025Q2: 175,611 shares; 2025Q3: 18,469 shares; 2025Q4: 17,951 shares 17,951 $1.13M 0.15% -518 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: 830 shares; 2024Q4: 1,581 shares; 2025Q1: 1,582 shares; 2025Q2: 1,770 shares; 2025Q3: 1,607 shares; 2025Q4: 1,647 shares 1,647 $1.12M 0.15% +40 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: 4,996 shares; 2024Q4: 17,634 shares; 2025Q1: 48,349 shares; 2025Q2: 44,521 shares; 2025Q3: 44,706 shares; 2025Q4: 44,628 shares 44,628 $1.11M 0.14% -78 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: 1,780 shares; 2024Q4: 976 shares; 2025Q1: 5,278 shares; 2025Q2: 6,183 shares; 2025Q3: 6,202 shares; 2025Q4: 6,246 shares 6,246 $1.07M 0.14% +44 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: 6,077 shares; 2024Q4: 6,155 shares; 2025Q1: 6,048 shares; 2025Q2: 6,033 shares; 2025Q3: 6,033 shares; 2025Q4: 5,684 shares 5,684 $1.05M 0.14% -349 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: not reported; 2025Q1: 811 shares; 2025Q2: 908 shares; 2025Q3: 953 shares; 2025Q4: 982 shares 982 $1.05M 0.14% +29 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 9,840 shares; 2025Q1: 11,605 shares; 2025Q2: 11,576 shares; 2025Q3: 12,661 shares; 2025Q4: 12,555 shares 12,555 $1.05M 0.14% -106 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: 5,916 shares; 2024Q4: 5,431 shares; 2025Q1: 5,431 shares; 2025Q2: 5,431 shares; 2025Q3: 5,357 shares; 2025Q4: 5,254 shares 5,254 $1.05M 0.14% -103 Timeline FLTR 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: 807,846 shares; 2024Q4: 96,166 shares; 2025Q1: 51,838 shares; 2025Q2: 46,310 shares; 2025Q3: 41,874 shares; 2025Q4: 37,510 shares 37,510 $956K 0.12% -4,364 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY 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: 24,376 shares; 2025Q3: 33,602 shares; 2025Q4: 35,307 shares 35,307 $929K 0.12% +1,705 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 2,679 shares; 2025Q1: 3,180 shares; 2025Q2: 3,529 shares; 2025Q3: 3,684 shares; 2025Q4: 3,751 shares 3,751 $924K 0.12% +67 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,073 shares; 2025Q3: 4,391 shares; 2025Q4: 4,528 shares 4,528 $833K 0.11% +137 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,028 shares; 2025Q1: 1,108 shares; 2025Q2: 1,117 shares; 2025Q3: 1,089 shares; 2025Q4: 1,102 shares 1,102 $831K 0.11% +13 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 13,546 shares; 2025Q1: 27,295 shares; 2025Q2: 26,840 shares; 2025Q3: 29,659 shares; 2025Q4: 29,661 shares 29,661 $791K 0.1% +2 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: 757 shares; 2024Q4: 6,451 shares; 2025Q1: 1,991 shares; 2025Q2: 2,281 shares; 2025Q3: 4,058 shares; 2025Q4: 4,157 shares 4,157 $762K 0.1% +99 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: 7,491 shares; 2024Q4: 7,576 shares; 2025Q1: 3,533 shares; 2025Q2: 3,338 shares; 2025Q3: 3,247 shares; 2025Q4: 3,144 shares 3,144 $758K 0.1% -103 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.1% 0 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,524 shares; 2024Q4: 12,610 shares; 2025Q1: 12,616 shares; 2025Q2: 12,616 shares; 2025Q3: 12,616 shares; 2025Q4: 13,493 shares 13,493 $699K 0.09% +877 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 2,149 shares; 2025Q1: 2,177 shares; 2025Q2: 2,107 shares; 2025Q3: 2,213 shares; 2025Q4: 2,229 shares 2,229 $613K 0.08% +16 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: 208 shares; 2024Q4: 210 shares; 2025Q1: 69 shares; 2025Q2: 169 shares; 2025Q3: 2,924 shares; 2025Q4: 2,889 shares 2,889 $603K 0.08% -35 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: 764 shares; 2024Q4: 883 shares; 2025Q1: 1,004 shares; 2025Q2: 1,032 shares; 2025Q3: 1,078 shares; 2025Q4: 1,126 shares 1,126 $589K 0.08% +48 Timeline RPV 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: 12,645 shares; 2024Q4: 8,638 shares; 2025Q1: 7,589 shares; 2025Q2: 7,055 shares; 2025Q3: 5,368 shares; 2025Q4: 5,359 shares 5,359 $554K 0.07% -9 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,177 shares; 2024Q4: 8,033 shares; 2025Q1: 9,060 shares; 2025Q2: 9,025 shares; 2025Q3: 9,267 shares; 2025Q4: 9,305 shares 9,305 $537K 0.07% +38 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: 5,593 shares; 2024Q4: 5,593 shares; 2025Q1: 5,593 shares; 2025Q2: 5,874 shares; 2025Q3: 5,874 shares; 2025Q4: 5,663 shares 5,663 $533K 0.07% -211 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,733 shares; 2024Q4: 40,332 shares; 2025Q1: 24,502 shares; 2025Q2: 29,844 shares; 2025Q3: 25,689 shares; 2025Q4: 24,531 shares 24,531 $515K 0.07% -1,158 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,139 shares; 2024Q4: 14,491 shares; 2025Q1: 10,660 shares; 2025Q2: 10,192 shares; 2025Q3: 8,668 shares; 2025Q4: 8,517 shares 8,517 $510K 0.07% -151 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: 2,151 shares; 2024Q4: 2,121 shares; 2025Q1: 2,096 shares; 2025Q2: 2,234 shares; 2025Q3: 2,139 shares; 2025Q4: 1,826 shares 1,826 $449K 0.06% -313 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: 4,529 shares; 2024Q4: 4,725 shares; 2025Q1: 866 shares; 2025Q2: 939 shares; 2025Q3: 999 shares; 2025Q4: 1,044 shares 1,044 $445K 0.06% +45 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 2,982 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,409 shares; 2025Q4: 2,409 shares 2,409 $392K 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,396 shares; 2025Q1: 1,167 shares; 2025Q2: 966 shares; 2025Q3: 1,035 shares; 2025Q4: 1,114 shares 1,114 $392K 0.05% +79 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 42 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,974 shares; 2025Q4: 6,085 shares 6,085 $386K 0.05% +111 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,744 shares; 2025Q1: 1,662 shares; 2025Q2: 1,796 shares; 2025Q3: 1,446 shares; 2025Q4: 1,504 shares 1,504 $380K 0.05% +58 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: 564 shares; 2024Q4: 564 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 3,635 shares; 2025Q4: 3,907 shares 3,907 $373K 0.05% +272 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: 4,007 shares; 2024Q4: 4,004 shares; 2025Q1: 3,951 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 3,875 shares 3,875 $372K 0.05% -145 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares 1,131 $351K 0.05% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 3,514 shares; 2025Q1: 3,484 shares; 2025Q2: 2,946 shares; 2025Q3: 2,753 shares; 2025Q4: 2,752 shares 2,752 $346K 0.05% -1 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: 5,345 shares; 2024Q4: 5,345 shares; 2025Q1: 4,745 shares; 2025Q2: 4,745 shares; 2025Q3: 4,745 shares; 2025Q4: 4,622 shares 4,622 $341K 0.04% -123 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 187 shares; 2025Q1: 1,321 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares; 2025Q4: 6,273 shares 6,273 $340K 0.04% +3,075 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: not reported; 2025Q1: 3,170 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 8,780 shares 8,780 $340K 0.04% +5,040 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 9,985 shares; 2025Q1: 9,972 shares; 2025Q2: 9,952 shares; 2025Q3: 11,539 shares; 2025Q4: 13,091 shares 13,091 $337K 0.04% +1,552 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: 1,206 shares; 2024Q4: 1,114 shares; 2025Q1: 1,086 shares; 2025Q2: 1,109 shares; 2025Q3: 1,111 shares; 2025Q4: 461 shares 461 $316K 0.04% -650 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 4,008 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 5,436 shares; 2025Q4: 5,335 shares 5,335 $302K 0.04% -101 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,844 shares; 2024Q4: 30,559 shares; 2025Q1: 31,297 shares; 2025Q2: 32,061 shares; 2025Q3: 32,853 shares; 2025Q4: 33,688 shares 33,688 $300K 0.04% +835 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,111 shares; 2025Q1: 2,115 shares; 2025Q2: 8,276 shares; 2025Q3: 8,760 shares; 2025Q4: 9,074 shares 9,074 $296K 0.04% +314 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: 1,299 shares; 2024Q4: 1,305 shares; 2025Q1: 1,308 shares; 2025Q2: 1,307 shares; 2025Q3: 1,311 shares; 2025Q4: 1,317 shares 1,317 $289K 0.04% +6 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,291 shares; 2024Q4: 6,063 shares; 2025Q1: 4,662 shares; 2025Q2: 4,457 shares; 2025Q3: 3,877 shares; 2025Q4: 2,226 shares 2,226 $287K 0.04% -1,651 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: 3,748 shares; 2024Q4: 3,430 shares; 2025Q1: 3,321 shares; 2025Q2: 3,261 shares; 2025Q3: 2,303 shares; 2025Q4: 2,305 shares 2,305 $277K 0.04% +2 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,562 shares; 2025Q1: 3,566 shares; 2025Q2: 3,512 shares; 2025Q3: 3,512 shares; 2025Q4: 5,101 shares 5,101 $276K 0.04% +1,589 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: 4,620 shares; 2024Q4: 4,712 shares; 2025Q1: 4,744 shares; 2025Q2: 5,349 shares; 2025Q3: 5,260 shares; 2025Q4: 4,966 shares 4,966 $263K 0.03% -294 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,003 shares; 2024Q4: 6,409 shares; 2025Q1: 5,358 shares; 2025Q2: 5,208 shares; 2025Q3: 4,702 shares; 2025Q4: 4,165 shares 4,165 $262K 0.03% -537 Timeline SLYV 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: 124,436 shares; 2024Q4: 114,974 shares; 2025Q1: 4,183 shares; 2025Q2: 4,478 shares; 2025Q3: 2,988 shares; 2025Q4: 2,853 shares 2,853 $260K 0.03% -135 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: 1,148 shares; 2024Q4: 1,149 shares; 2025Q1: 1,550 shares; 2025Q2: 1,152 shares; 2025Q3: 1,153 shares; 2025Q4: 1,154 shares 1,154 $259K 0.03% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 9,995 shares; 2025Q1: 7,541 shares; 2025Q2: 7,328 shares; 2025Q3: 6,938 shares; 2025Q4: 6,938 shares 6,938 $252K 0.03% 0 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: 1,843 shares; 2024Q4: 1,187 shares; 2025Q1: 1,197 shares; 2025Q2: 3,212 shares; 2025Q3: 813 shares; 2025Q4: 2,070 shares 2,070 $239K 0.03% +1,257 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: 4,573 shares; 2024Q4: 9,824 shares; 2025Q1: 673 shares; 2025Q2: 844 shares; 2025Q3: 589 shares; 2025Q4: 762 shares 762 $235K 0.03% +173 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: 687 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 679 shares; 2025Q3: 503 shares; 2025Q4: 590 shares 590 $234K 0.03% +87 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 538 shares; 2025Q1: 505 shares; 2025Q2: 522 shares; 2025Q3: 505 shares; 2025Q4: 522 shares 522 $232K 0.03% +17 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,936 shares; 2025Q3: 2,968 shares; 2025Q4: 3,016 shares 3,016 $231K 0.03% +48 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 3,012 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares 2,960 $231K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,031 shares; 2025Q1: 1,013 shares; 2025Q2: 1,248 shares; 2025Q3: 967 shares; 2025Q4: 921 shares 921 $227K 0.03% -46 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,822 shares; 2025Q4: 9,852 shares 9,852 $226K 0.03% +30 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,010 shares; 2025Q2: 2,000 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $225K 0.03% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,028 shares; 2025Q1: 2,263 shares; 2025Q2: 2,316 shares; 2025Q3: 27,561 shares; 2025Q4: 27,725 shares 27,725 $225K 0.03% +164 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,423 shares; 2024Q4: 16,628 shares; 2025Q1: 12,871 shares; 2025Q2: 12,792 shares; 2025Q3: 12,792 shares; 2025Q4: 4,870 shares 4,870 $219K 0.03% -7,922 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 539 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 531 shares 531 $219K 0.03% -9 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 5,201 shares; 2025Q1: 4,816 shares; 2025Q2: 4,895 shares; 2025Q3: 4,845 shares; 2025Q4: 3,960 shares 3,960 $217K 0.03% -885 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,283 shares; 2025Q2: 6,146 shares; 2025Q3: 6,163 shares; 2025Q4: 6,191 shares 6,191 $213K 0.03% +28 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: 313 shares; 2024Q4: 313 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares 311 $210K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,676 shares; 2025Q1: 5,257 shares; 2025Q2: 5,264 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares 3,613 $205K 0.03% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,051 shares 4,051 $204K 0.03% 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: 717 shares; 2024Q4: 659 shares; 2025Q1: 694 shares; 2025Q2: 705 shares; 2025Q3: 662 shares; 2025Q4: 660 shares 660 $201K 0.03% -2 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: 2,225 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 3,356 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares 3,066 $198K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 6,748 shares; 2025Q1: 4,526 shares; 2025Q2: 3,958 shares; 2025Q3: 3,189 shares; 2025Q4: 2,817 shares 2,817 $196K 0.03% -372 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,132 shares; 2024Q4: 9,459 shares; 2025Q1: 9,890 shares; 2025Q2: 10,252 shares; 2025Q3: 10,759 shares; 2025Q4: 10,936 shares 10,936 $194K 0.03% +177 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,211 shares; 2025Q2: 5,194 shares; 2025Q3: 5,213 shares; 2025Q4: 5,215 shares 5,215 $190K 0.02% +2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,290 shares; 2025Q1: 1,300 shares; 2025Q2: 1,313 shares; 2025Q3: 1,324 shares; 2025Q4: 1,339 shares 1,339 $189K 0.02% +15 Timeline ESGV 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: 2,664 shares; 2024Q4: 2,341 shares; 2025Q1: 2,341 shares; 2025Q2: 2,341 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares 1,562 $189K 0.02% 0 Timeline HYD 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: 3,447 shares; 2025Q4: 3,496 shares 3,496 $179K 0.02% +49 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: 2,684 shares; 2024Q4: 2,335 shares; 2025Q1: 2,346 shares; 2025Q2: 2,365 shares; 2025Q3: 2,383 shares; 2025Q4: 2,405 shares 2,405 $178K 0.02% +22 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,032 shares; 2025Q4: 7,141 shares 7,141 $178K 0.02% +109 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: 1,705 shares; 2024Q4: 1,398 shares; 2025Q1: 1,326 shares; 2025Q2: 1,596 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares 1,287 $177K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 527 shares; 2025Q1: 673 shares; 2025Q2: 960 shares; 2025Q3: 739 shares; 2025Q4: 989 shares 989 $176K 0.02% +250 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: 174 shares; 2024Q4: 164 shares; 2025Q1: 165 shares; 2025Q2: 289 shares; 2025Q3: 176 shares; 2025Q4: 269 shares 269 $176K 0.02% +93 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: 4,530 shares; 2024Q4: 4,533 shares; 2025Q1: 4,415 shares; 2025Q2: 4,421 shares; 2025Q3: 4,227 shares; 2025Q4: 2,650 shares 2,650 $175K 0.02% -1,577 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: 1,921 shares; 2024Q4: 1,346 shares; 2025Q1: 932 shares; 2025Q2: 1,373 shares; 2025Q3: 933 shares; 2025Q4: 995 shares 995 $175K 0.02% +62 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 3,233 shares; 2025Q3: 3,239 shares; 2025Q4: 3,450 shares 3,450 $172K 0.02% +211 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 2,132 shares; 2025Q4: 2,132 shares 2,132 $165K 0.02% 0 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: 733 shares; 2024Q4: 722 shares; 2025Q1: 655 shares; 2025Q2: 685 shares; 2025Q3: 628 shares; 2025Q4: 613 shares 613 $164K 0.02% -15 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,209 shares; 2025Q1: 4,252 shares; 2025Q2: 4,293 shares; 2025Q3: 4,363 shares; 2025Q4: 4,433 shares 4,433 $163K 0.02% +70 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: 3,036 shares; 2024Q4: 3,068 shares; 2025Q1: 3,068 shares; 2025Q2: 3,289 shares; 2025Q3: 2,961 shares; 2025Q4: 1,802 shares 1,802 $161K 0.02% -1,159 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 378 shares; 2025Q3: 528 shares; 2025Q4: 528 shares 528 $160K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 1,310 shares 1,310 $156K 0.02% +740 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $155K 0.02% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $151K 0.02% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,727 shares; 2025Q1: 1,743 shares; 2025Q2: 1,769 shares; 2025Q3: 1,795 shares; 2025Q4: 1,829 shares 1,829 $147K 0.02% +34 Timeline OMFL 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: 5,112 shares; 2024Q4: 4,871 shares; 2025Q1: 3,873 shares; 2025Q2: 3,915 shares; 2025Q3: 2,378 shares; 2025Q4: 2,378 shares 2,378 $145K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,297 shares; 2024Q4: 22,809 shares; 2025Q1: 1,529 shares; 2025Q2: 2,056 shares; 2025Q3: 1,442 shares; 2025Q4: 1,360 shares 1,360 $143K 0.02% -82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 656 shares; 2025Q4: 656 shares 656 $143K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,394 shares; 2024Q4: 5,977 shares; 2025Q1: 4,210 shares; 2025Q2: 4,210 shares; 2025Q3: 4,108 shares; 2025Q4: 3,847 shares 3,847 $142K 0.02% -261 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: 15,260 shares; 2024Q4: 9,531 shares; 2025Q1: 7,547 shares; 2025Q2: 6,500 shares; 2025Q3: 7,477 shares; 2025Q4: 5,701 shares 5,701 $142K 0.02% -1,776 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,935 shares; 2025Q1: 2,013 shares; 2025Q2: 1,618 shares; 2025Q3: 1,657 shares; 2025Q4: 1,404 shares 1,404 $140K 0.02% -253 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: 39 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 26 shares 26 $139K 0.02% -5 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: 1,030 shares; 2024Q4: 1,035 shares; 2025Q1: 1,039 shares; 2025Q2: 1,043 shares; 2025Q3: 1,048 shares; 2025Q4: 1,054 shares 1,054 $139K 0.02% +6 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $138K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,312 shares; 2024Q4: 12,288 shares; 2025Q1: 7,680 shares; 2025Q2: 7,819 shares; 2025Q3: 7,968 shares; 2025Q4: 8,124 shares 8,124 $134K 0.02% +156 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares; 2025Q4: 10,068 shares 10,068 $134K 0.02% 0 Timeline SPMB 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: 22,332 shares; 2024Q4: 13,786 shares; 2025Q1: 10,803 shares; 2025Q2: 8,659 shares; 2025Q3: 5,932 shares; 2025Q4: 5,932 shares 5,932 $133K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 24 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: 4,006 shares; 2025Q4: 4,006 shares 4,006 $131K 0.02% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92 $128K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 149 shares; 2025Q1: 150 shares; 2025Q2: 528 shares; 2025Q3: 150 shares; 2025Q4: 458 shares 458 $128K 0.02% +308 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,190 shares; 2025Q2: 3,595 shares; 2025Q3: 1,190 shares; 2025Q4: 2,980 shares 2,980 $124K 0.02% +1,790 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 4,334 shares; 2025Q1: 5,156 shares; 2025Q2: 1,809 shares; 2025Q3: 1,160 shares; 2025Q4: 820 shares 820 $123K 0.02% -340 Timeline FCPI 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: 2,413 shares; 2024Q4: 2,419 shares; 2025Q1: 2,429 shares; 2025Q2: 2,436 shares; 2025Q3: 2,445 shares; 2025Q4: 2,461 shares 2,461 $122K 0.02% +16 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 1,929 shares; 2025Q1: 1,931 shares; 2025Q2: 1,932 shares; 2025Q3: 1,934 shares; 2025Q4: 1,936 shares 1,936 $120K 0.02% +2 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: 961 shares; 2024Q4: 960 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 739 shares 739 $118K 0.02% -36 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: 447 shares; 2024Q4: 491 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 532 shares; 2025Q4: 533 shares 533 $117K 0.02% +1 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares 632 $117K 0.02% 0 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: 2,638 shares; 2024Q4: 2,527 shares; 2025Q1: 2,443 shares; 2025Q2: 2,923 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares 2,443 $117K 0.02% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,419 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares 2,419 $117K 0.02% 0 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 2,200 shares 2,200 $116K 0.02% +613 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: 3,688 shares; 2024Q4: 2,999 shares; 2025Q1: 2,154 shares; 2025Q2: 2,211 shares; 2025Q3: 1,848 shares; 2025Q4: 1,851 shares 1,851 $116K 0.02% +3 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: 6,982 shares; 2024Q4: 1,474 shares; 2025Q1: 1,038 shares; 2025Q2: 1,559 shares; 2025Q3: 1,171 shares; 2025Q4: 1,160 shares 1,160 $115K 0.01% -11 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: 4,707 shares; 2024Q4: 3,986 shares; 2025Q1: 2,451 shares; 2025Q2: 2,358 shares; 2025Q3: 1,910 shares; 2025Q4: 1,383 shares 1,383 $112K 0.01% -527 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 3,398 shares; 2025Q1: 2,761 shares; 2025Q2: 2,763 shares; 2025Q3: 2,611 shares; 2025Q4: 2,091 shares 2,091 $112K 0.01% -520 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,795 shares; 2024Q4: 17,382 shares; 2025Q1: 15,526 shares; 2025Q2: 15,763 shares; 2025Q3: 1,145 shares; 2025Q4: 637 shares 637 $110K 0.01% -508 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: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 468 shares; 2025Q4: 654 shares 654 $106K 0.01% +186 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares 821 $106K 0.01% 0 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: 117 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 1,120 shares 1,120 $105K 0.01% +1,008 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,176 shares; 2025Q1: 1,183 shares; 2025Q2: 1,189 shares; 2025Q3: 1,193 shares; 2025Q4: 1,197 shares 1,197 $105K 0.01% +4 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: 928 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 859 shares; 2025Q3: 359 shares; 2025Q4: 489 shares 489 $105K 0.01% +130 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 721 shares; 2025Q1: 678 shares; 2025Q2: 844 shares; 2025Q3: 678 shares; 2025Q4: 844 shares 844 $103K 0.01% +166 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: 601 shares; 2024Q4: 602 shares; 2025Q1: 603 shares; 2025Q2: 604 shares; 2025Q3: 605 shares; 2025Q4: 606 shares 606 $102K 0.01% +1 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 262 shares; 2025Q3: 261 shares; 2025Q4: 262 shares 262 $101K 0.01% +1 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,383 shares; 2025Q3: 747 shares; 2025Q4: 1,079 shares 1,079 $98.7K 0.01% +332 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $97.9K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 3,583 shares; 2025Q1: 1,956 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,019 shares 1,019 $96.9K 0.01% -920 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares 2,728 $96.3K 0.01% 0 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: 1,488 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,415 shares 1,415 $95.1K 0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares 3,360 $94.9K 0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $94.2K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 250 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 644 shares 644 $92.7K 0.01% +517 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: 102 shares; 2024Q4: 87 shares; 2025Q1: 481 shares; 2025Q2: 493 shares; 2025Q3: 436 shares; 2025Q4: 439 shares 439 $92.4K 0.01% +3 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,581 shares; 2025Q2: 2,581 shares; 2025Q3: 2,581 shares; 2025Q4: 2,579 shares 2,579 $91.3K 0.01% -2 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: 1,234 shares; 2024Q4: 1,235 shares; 2025Q1: 1,041 shares; 2025Q2: 1,386 shares; 2025Q3: 676 shares; 2025Q4: 676 shares 676 $89.7K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 431 shares; 2025Q1: 432 shares; 2025Q2: 434 shares; 2025Q3: 435 shares; 2025Q4: 576 shares 576 $89.2K 0.01% +141 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 864 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 685 shares 685 $87.4K 0.01% -35 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,076 shares; 2025Q3: not reported; 2025Q4: 1,076 shares 1,076 $85.9K 0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 6,060 shares 6,060 $85.7K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 435 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 387 shares 387 $84K 0.01% +2 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: 255 shares; 2024Q4: 256 shares; 2025Q1: 478 shares; 2025Q2: 795 shares; 2025Q3: 426 shares; 2025Q4: 427 shares 427 $83.3K 0.01% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235 $82.9K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 38 shares; 2025Q2: 38 shares; 2025Q3: 607 shares; 2025Q4: 360 shares 360 $81.9K 0.01% -247 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: 754 shares; 2024Q4: 753 shares; 2025Q1: 711 shares; 2025Q2: 1,261 shares; 2025Q3: 705 shares; 2025Q4: 705 shares 705 $81.8K 0.01% 0 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: 2,966 shares; 2024Q4: 2,865 shares; 2025Q1: 2,238 shares; 2025Q2: 1,977 shares; 2025Q3: 762 shares; 2025Q4: 763 shares 763 $81.7K 0.01% +1 Timeline GOVI 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: 6,485 shares; 2024Q4: 6,944 shares; 2025Q1: 5,442 shares; 2025Q2: 5,254 shares; 2025Q3: 2,941 shares; 2025Q4: 2,942 shares 2,942 $81.1K 0.01% +1 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: 1,514 shares; 2024Q4: 1,523 shares; 2025Q1: 1,533 shares; 2025Q2: 1,316 shares; 2025Q3: 1,121 shares; 2025Q4: 457 shares 457 $81K 0.01% -664 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $79.5K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 752 shares 752 $79.3K 0.01% -29 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 2,055 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares 1,232 $79.3K 0.01% 0 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: 20 shares; 2024Q4: 72 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares 888 $77.4K 0.01% new 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: 339 shares; 2024Q4: 371 shares; 2025Q1: 396 shares; 2025Q2: 841 shares; 2025Q3: 398 shares; 2025Q4: 398 shares 398 $77.2K 0.01% 0 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: 664 shares; 2024Q4: 661 shares; 2025Q1: 664 shares; 2025Q2: 672 shares; 2025Q3: 669 shares; 2025Q4: 678 shares 678 $77.1K 0.01% +9 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,071 shares; 2025Q1: 3,103 shares; 2025Q2: 3,133 shares; 2025Q3: 3,165 shares; 2025Q4: 3,206 shares 3,206 $76K 0.01% +41 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: 250 shares; 2024Q4: 272 shares; 2025Q1: 250 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 263 shares 263 $74.9K 0.01% +1 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 3,366 shares; 2025Q1: 2,088 shares; 2025Q2: 2,011 shares; 2025Q3: 1,987 shares; 2025Q4: 1,987 shares 1,987 $74.3K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 630 shares 630 $74.2K 0.01% +45 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,185 shares; 2025Q1: 1,528 shares; 2025Q2: 2,030 shares; 2025Q3: 2,182 shares; 2025Q4: 998 shares 998 $73.5K 0.01% -1,184 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: 458 shares; 2025Q4: 319 shares 319 $73.3K 0.01% -139 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares 847 $72.5K 0.01% 0 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 465 shares 465 $72.1K 0.01% +415 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 684 shares 684 $69K 0.01% -31 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 1,139 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $69K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 184 shares 184 $68.1K 0.01% +17 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 857 shares; 2025Q1: 555 shares; 2025Q2: 857 shares; 2025Q3: 559 shares; 2025Q4: 561 shares 561 $67.1K 0.01% +2 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 486 shares; 2025Q1: 480 shares; 2025Q2: 477 shares; 2025Q3: 474 shares; 2025Q4: 474 shares 474 $66.8K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 1,422 shares; 2025Q1: 1,276 shares; 2025Q2: 1,065 shares; 2025Q3: 2,500 shares; 2025Q4: 1,250 shares 1,250 $66.7K 0.01% -1,250 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,389 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 3,389 shares; 2025Q4: 3,389 shares 3,389 $66.2K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 383 shares; 2025Q1: 386 shares; 2025Q2: 389 shares; 2025Q3: 355 shares; 2025Q4: 320 shares 320 $64.5K 0.01% -35 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 545 shares; 2025Q4: 545 shares 545 $64K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 542 shares; 2025Q1: 492 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares 493 $63.7K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 100 shares; 2025Q2: 168 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $62.3K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,271 shares; 2025Q1: 2,180 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares 671 $61.7K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,804 shares; 2024Q4: 8,394 shares; 2025Q1: 4,710 shares; 2025Q2: 4,727 shares; 2025Q3: 4,670 shares; 2025Q4: 4,682 shares 4,682 $61.4K 0.01% +12 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 473 shares; 2025Q4: 267 shares 267 $60.4K 0.01% -206 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares 847 $59.6K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 4,104 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 364 shares 364 $59.3K 0.01% -27 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,301 shares; 2025Q1: 3,561 shares; 2025Q2: 2,155 shares; 2025Q3: 2,154 shares; 2025Q4: 2,154 shares 2,154 $59.2K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $59.1K 0.01% 0 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: 549 shares; 2024Q4: 550 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 552 shares; 2025Q4: 465 shares 465 $57.3K 0.01% -87 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares 1,538 $56.6K 0.01% 0 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: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $55.6K 0.01% 0 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: 331 shares; 2024Q4: 333 shares; 2025Q1: 299 shares; 2025Q2: 405 shares; 2025Q3: 289 shares; 2025Q4: 290 shares 290 $55.4K 0.01% +1 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 4,314 shares; 2025Q1: 3,230 shares; 2025Q2: 3,017 shares; 2025Q3: 2,524 shares; 2025Q4: 2,524 shares 2,524 $54.7K 0.01% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188 $54.3K 0.01% 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: 299 shares; 2024Q4: 300 shares; 2025Q1: 302 shares; 2025Q2: 365 shares; 2025Q3: 303 shares; 2025Q4: 186 shares 186 $53.8K 0.01% -117 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares 1,229 $53.5K 0.01% 0 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: 51 shares; 2024Q4: 466 shares; 2025Q1: 448 shares; 2025Q2: 144 shares; 2025Q3: 117 shares; 2025Q4: 1,196 shares 1,196 $53.5K 0.01% +1,079 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 245 shares; 2025Q4: 247 shares 247 $53.1K 0.01% +2 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $52.8K 0.01% 0 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: 492 shares; 2024Q4: 495 shares; 2025Q1: 497 shares; 2025Q2: 499 shares; 2025Q3: 502 shares; 2025Q4: 504 shares 504 $51.7K 0.01% +2 Timeline FMAT 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: 1,316 shares; 2024Q4: 1,042 shares; 2025Q1: 1,024 shares; 2025Q2: 1,006 shares; 2025Q3: 1,000 shares; 2025Q4: 962 shares 962 $51.1K 0.01% -38 Timeline MDYG 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: 643 shares; 2024Q4: 573 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares 548 $50.7K 0.01% 0 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares 5,600 $50.5K 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA 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: 1,450 shares 1,450 $50.4K 0.01% new 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 104 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 102 shares 102 $49.9K 0.01% -48 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $49.1K 0.01% 0 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP 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: 2,380 shares 2,380 $48.8K 0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 443 shares 443 $48.6K 0.01% new 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: 368 shares; 2024Q4: 368 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 711 shares; 2025Q4: 300 shares 300 $48.3K 0.01% -411 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167 $48.2K 0.01% 0 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: 1,571 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $47.7K 0.01% 0 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: 93 shares; 2024Q4: 90 shares; 2025Q1: 81 shares; 2025Q2: 113 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81 $46.9K 0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 913 shares; 2025Q1: 915 shares; 2025Q2: 917 shares; 2025Q3: 919 shares; 2025Q4: 921 shares 921 $46.4K 0.01% +2 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 217 shares 217 $46K 0.01% +62 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: 6,847 shares; 2024Q4: 6,327 shares; 2025Q1: 72 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares 457 $45.7K 0.01% 0 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: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares 552 $45.5K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 727 shares; 2025Q1: 679 shares; 2025Q2: 660 shares; 2025Q3: 471 shares; 2025Q4: 472 shares 472 $45.3K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $45.2K 0.01% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,863 shares; 2025Q1: 1,534 shares; 2025Q2: 1,543 shares; 2025Q3: 1,548 shares; 2025Q4: 609 shares 609 $45.1K 0.01% -939 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares 2,183 $45.1K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares 329 $45K 0.01% 0 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: 998 shares; 2024Q4: 1,798 shares; 2025Q1: 1,636 shares; 2025Q2: 1,853 shares; 2025Q3: 759 shares; 2025Q4: 759 shares 759 $45K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares 1,266 $44.3K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 892 shares; 2025Q3: 851 shares; 2025Q4: 501 shares 501 $43.6K 0.01% -350 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203 $43.5K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $43.4K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 252 shares; 2025Q4: 252 shares 252 $42.8K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 232 shares; 2025Q4: 191 shares 191 $42.7K 0.01% -41 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: 1,815 shares; 2024Q4: 1,330 shares; 2025Q1: 902 shares; 2025Q2: 799 shares; 2025Q3: 780 shares; 2025Q4: 499 shares 499 $42K 0.01% -281 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 1,516 shares; 2025Q3: 1,448 shares; 2025Q4: 369 shares 369 $41.8K 0.01% -1,079 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares 240 $41.3K 0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,186 shares; 2025Q1: 1,186 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 974 shares 974 $40.8K 0.01% -232 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 306 shares; 2025Q1: 307 shares; 2025Q2: 308 shares; 2025Q3: 310 shares; 2025Q4: 311 shares 311 $39.7K 0.01% +1 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: 266 shares; 2024Q4: 247 shares; 2025Q1: 248 shares; 2025Q2: 268 shares; 2025Q3: 246 shares; 2025Q4: 266 shares 266 $39.6K 0.01% +20 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 358 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 362 shares 362 $39.2K 0.01% +2 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: 309 shares; 2024Q4: 278 shares; 2025Q1: 246 shares; 2025Q2: 248 shares; 2025Q3: 243 shares; 2025Q4: 244 shares 244 $39.1K 0.01% +1 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares 1,141 $38.5K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 592 shares 592 $38.5K <0.01% +2 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $38.4K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 4,053 shares; 2025Q1: 3,056 shares; 2025Q2: 3,203 shares; 2025Q3: 7,203 shares; 2025Q4: 7,203 shares 7,203 $38.2K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 1,843 shares; 2025Q1: 1,695 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 787 shares 787 $37.6K <0.01% -661 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 196 shares; 2025Q1: 166 shares; 2025Q2: 167 shares; 2025Q3: 168 shares; 2025Q4: 176 shares 176 $37.3K <0.01% +8 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 179 shares; 2025Q4: 178 shares 178 $37.2K <0.01% -1 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares 1,212 $37K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $37K <0.01% 0 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: 323 shares; 2024Q4: 232 shares; 2025Q1: 224 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 152 shares 152 $36.8K <0.01% -149 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: 511 shares; 2024Q4: 712 shares; 2025Q1: 634 shares; 2025Q2: 1,079 shares; 2025Q3: 374 shares; 2025Q4: 367 shares 367 $36.7K <0.01% -7 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 125 shares 125 $35.7K <0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares 207 $35.3K <0.01% 0 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: 178 shares; 2024Q4: 177 shares; 2025Q1: 167 shares; 2025Q2: 168 shares; 2025Q3: 465 shares; 2025Q4: 466 shares 466 $35.1K <0.01% +1 Timeline SMIN ISHARES TR More: 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: 49,274 shares; 2025Q2: 38,561 shares; 2025Q3: 1,260 shares; 2025Q4: 501 shares 501 $35K <0.01% -759 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 5,338 shares; 2025Q1: 738 shares; 2025Q2: 1,164 shares; 2025Q3: 584 shares; 2025Q4: 376 shares 376 $34.8K <0.01% -208 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares 1,015 $34.4K <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares 464 $34.1K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 497 shares; 2025Q4: 409 shares 409 $33.9K <0.01% -88 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares 553 $33.4K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares 222 $33.1K <0.01% 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: 673 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 603 shares 603 $33K <0.01% 0 Timeline RZV 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: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares 276 $32.8K <0.01% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 395 shares; 2025Q2: 396 shares; 2025Q3: 398 shares; 2025Q4: 991 shares 991 $32.6K <0.01% +593 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 66 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 117 shares 117 $32.5K <0.01% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84 $32.2K <0.01% 0 Timeline IYJ ISHARES TR More: 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: 430 shares; 2025Q1: 430 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $32K <0.01% 0 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,153 shares; 2025Q1: 3,434 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 809 shares 809 $31.6K <0.01% -12 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares 107 $30.7K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 121 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119 $30.7K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 39 shares; 2025Q2: 1,039 shares; 2025Q3: 39 shares; 2025Q4: 1,039 shares 1,039 $30.4K <0.01% +1,000 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $30.1K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $30.1K <0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares 358 $29.9K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares 629 $29.4K <0.01% 0 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: 45 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 62 shares; 2025Q3: 20 shares; 2025Q4: 62 shares 62 $29.4K <0.01% +42 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $29.4K <0.01% 0 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 2,571 shares; 2025Q1: 2,325 shares; 2025Q2: 2,448 shares; 2025Q3: 978 shares; 2025Q4: 978 shares 978 $29.1K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 222 shares; 2025Q2: 117 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $28.7K <0.01% 0 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: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares 47 $28.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares 61 $28.4K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 410 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $27.6K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $27.5K <0.01% new 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: 3,110 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares 310 $27.3K <0.01% 0 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 426 shares; 2025Q2: 427 shares; 2025Q3: 428 shares; 2025Q4: 428 shares 428 $27.3K <0.01% 0 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: 47 shares; 2025Q4: 727 shares 727 $27.2K <0.01% +680 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $26.9K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,717 shares; 2025Q1: 2,190 shares; 2025Q2: 2,191 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares 2,125 $26.5K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 331 shares; 2025Q1: 310 shares; 2025Q2: 408 shares; 2025Q3: 210 shares; 2025Q4: 210 shares 210 $26.4K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 314 shares; 2025Q1: 315 shares; 2025Q2: 331 shares; 2025Q3: 333 shares; 2025Q4: 334 shares 334 $26.4K <0.01% +1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 600 shares 600 $26.2K <0.01% -104 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,197 shares; 2025Q1: 6,912 shares; 2025Q2: 1,276 shares; 2025Q3: 320 shares; 2025Q4: 221 shares 221 $25.9K <0.01% -99 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,046 shares 2,046 $25.9K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $25.7K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,458 shares; 2025Q2: 27,010 shares; 2025Q3: 1,398 shares; 2025Q4: 472 shares 472 $25.5K <0.01% -926 Timeline GTO 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: 861 shares; 2024Q4: 1,515 shares; 2025Q1: 1,293 shares; 2025Q2: 1,203 shares; 2025Q3: 538 shares; 2025Q4: 538 shares 538 $25.5K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,366 shares; 2025Q1: 3,237 shares; 2025Q2: 2,851 shares; 2025Q3: 399 shares; 2025Q4: 200 shares 200 $25.5K <0.01% -199 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 124 shares 124 $25.5K <0.01% -36 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: 2,455 shares; 2024Q4: 1,601 shares; 2025Q1: 1,594 shares; 2025Q2: 881 shares; 2025Q3: 1,321 shares; 2025Q4: 881 shares 881 $25.4K <0.01% -440 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: 1,677 shares; 2024Q4: 168 shares; 2025Q1: 122 shares; 2025Q2: 148 shares; 2025Q3: 121 shares; 2025Q4: 72 shares 72 $25.2K <0.01% -49 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 488 shares; 2025Q1: 292 shares; 2025Q2: 276 shares; 2025Q3: 261 shares; 2025Q4: 222 shares 222 $25K <0.01% -39 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,392 shares; 2025Q1: 1,394 shares; 2025Q2: 1,397 shares; 2025Q3: 1,402 shares; 2025Q4: 1,407 shares 1,407 $24.4K <0.01% +5 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 688 shares; 2025Q1: 666 shares; 2025Q2: 677 shares; 2025Q3: 687 shares; 2025Q4: 697 shares 697 $24.2K <0.01% +10 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $24.1K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 166 shares; 2025Q2: 257 shares; 2025Q3: 297 shares; 2025Q4: 297 shares 297 $24K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 474 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 352 shares; 2025Q4: 352 shares 352 $23.6K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 292 shares 292 $22.7K <0.01% new Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares 169 $22.3K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 491 shares; 2025Q1: 191 shares; 2025Q2: 188 shares; 2025Q3: 189 shares; 2025Q4: 172 shares 172 $22.2K <0.01% -17 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $21.8K <0.01% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 408 shares; 2025Q3: 342 shares; 2025Q4: 366 shares 366 $21.6K <0.01% +24 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 373 shares; 2025Q3: 259 shares; 2025Q4: 95 shares 95 $21.4K <0.01% -164 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 274 shares; 2025Q1: 294 shares; 2025Q2: 239 shares; 2025Q3: 219 shares; 2025Q4: 219 shares 219 $21.4K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 400 shares 400 $21.1K <0.01% -200 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 627 shares; 2025Q3: 633 shares; 2025Q4: 637 shares 637 $21.1K <0.01% +4 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $21K <0.01% 0 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 459 shares; 2025Q3: not reported; 2025Q4: 459 shares 459 $20.9K <0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $20.8K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares 389 $20.8K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 2,000 shares; 2025Q1: 958 shares; 2025Q2: 962 shares; 2025Q3: 965 shares; 2025Q4: 861 shares 861 $20.7K <0.01% -104 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 600 shares 600 $20.6K <0.01% -597 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 2,261 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $20.4K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 200 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147 $20.1K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 228 shares; 2025Q3: 114 shares; 2025Q4: 114 shares 114 $20.1K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 737 shares; 2025Q1: 663 shares; 2025Q2: 763 shares; 2025Q3: 404 shares; 2025Q4: 405 shares 405 $19.9K <0.01% +1 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 106 shares 106 $19.7K <0.01% -5 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares 155 $19.6K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 624 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 313 shares 313 $19.6K <0.01% -70 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $19.5K <0.01% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $19.5K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 80 shares 80 $19K <0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 142 shares 142 $18.7K <0.01% +1 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 640 shares; 2025Q1: 383 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares 372 $18.7K <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $18.6K <0.01% 0 Timeline FENI 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: 569 shares; 2024Q4: 571 shares; 2025Q1: 574 shares; 2025Q2: 579 shares; 2025Q3: 574 shares; 2025Q4: 508 shares 508 $18.6K <0.01% -66 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares 74 $18.5K <0.01% 0 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: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119 $18.3K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: 13,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $18.3K <0.01% 0 Timeline ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $18.3K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 115 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 134 shares 134 $18.1K <0.01% +9 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: 2,445 shares; 2024Q4: 2,388 shares; 2025Q1: 405 shares; 2025Q2: 604 shares; 2025Q3: 122 shares; 2025Q4: 51 shares 51 $17.9K <0.01% -71 Timeline WTMF 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: 777 shares; 2024Q4: 1,397 shares; 2025Q1: 1,243 shares; 2025Q2: 1,266 shares; 2025Q3: 466 shares; 2025Q4: 466 shares 466 $17.7K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares 161 $17.6K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 511 shares; 2025Q4: 204 shares 204 $17.5K <0.01% -307 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 398 shares; 2025Q4: 398 shares 398 $17.4K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares 107 $17K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 325 shares; 2025Q1: 326 shares; 2025Q2: 327 shares; 2025Q3: 328 shares; 2025Q4: 328 shares 328 $17K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 275 shares; 2025Q2: 414 shares; 2025Q3: 289 shares; 2025Q4: 361 shares 361 $16.8K <0.01% +72 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 700 shares; 2025Q4: 1,150 shares 1,150 $16.7K <0.01% +450 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $16.6K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 351 shares; 2025Q1: 352 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 177 shares 177 $16.6K <0.01% -173 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91 $16.6K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 2,181 shares; 2025Q1: 2,082 shares; 2025Q2: 1,645 shares; 2025Q3: 849 shares; 2025Q4: 406 shares 406 $16.4K <0.01% -443 Timeline OMFS 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: 915 shares; 2024Q4: 594 shares; 2025Q1: 401 shares; 2025Q2: 383 shares; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $16.3K <0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares 287 $16.3K <0.01% new Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares 266 $16.2K <0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $16.1K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 690 shares; 2025Q1: 746 shares; 2025Q2: 751 shares; 2025Q3: 706 shares; 2025Q4: 711 shares 711 $15.8K <0.01% +5 Timeline ILF ISHARES TR More: 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: 519 shares 519 $15.8K <0.01% new 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: not reported; 2024Q4: 288 shares; 2025Q1: 150 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162 $15.8K <0.01% 0 Timeline KARS KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 669 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 516 shares 516 $15.8K <0.01% +1 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: 2,101 shares; 2024Q4: 2,125 shares; 2025Q1: 2,137 shares; 2025Q2: 2,095 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $15.8K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 324 shares 324 $15.7K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 438 shares; 2025Q1: 200 shares; 2025Q2: 112 shares; 2025Q3: 187 shares; 2025Q4: 236 shares 236 $15.7K <0.01% +49 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares 244 $15.6K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 117 shares; 2025Q1: 94 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 96 shares 96 $15.6K <0.01% +1 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $15.6K <0.01% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 565 shares; 2025Q1: 566 shares; 2025Q2: 570 shares; 2025Q3: 574 shares; 2025Q4: 588 shares 588 $15.5K <0.01% +14 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: 144 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186 $15.1K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 49 shares 49 $14.4K <0.01% +2 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $14.3K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 142 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $14.2K <0.01% 0 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 931 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 237 shares; 2025Q4: 237 shares 237 $14.2K <0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares 69 $14.1K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 69 shares; 2025Q4: 69 shares 69 $14K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 352 shares; 2025Q1: 355 shares; 2025Q2: 358 shares; 2025Q3: 361 shares; 2025Q4: 365 shares 365 $14K <0.01% +4 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 41 shares; 2025Q2: 275 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41 $13.9K <0.01% 0 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 579 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 571 shares; 2025Q4: 365 shares 365 $13.8K <0.01% -206 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 906 shares; 2025Q3: 531 shares; 2025Q4: 906 shares 906 $13.4K <0.01% +375 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $13.3K <0.01% 0 Timeline GOP TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 355 shares; 2025Q3: not reported; 2025Q4: 355 shares 355 $12.9K <0.01% new Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $12.9K <0.01% 0 Timeline