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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253,424 shares; 2025Q3: 259,111 shares; 2025Q4: 259,396 shares 259,396 $67.6M 10.55% +285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,569,960 shares; 2025Q3: 1,617,433 shares; 2025Q4: 1,643,186 shares 1,643,186 $63.7M 9.93% +25,753 Timeline FNDX 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: 1,309,618 shares; 2024Q4: 1,356,697 shares; 2025Q1: 1,433,911 shares; 2025Q2: 1,550,283 shares; 2025Q3: 186 shares; 2025Q4: 1,562,526 shares 1,562,526 $44.2M 6.89% +1,562,340 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: 195,289 shares; 2024Q4: 458,093 shares; 2025Q1: 476,356 shares; 2025Q2: 511,320 shares; 2025Q3: 78 shares; 2025Q4: 530,941 shares 530,941 $41.3M 6.44% +530,863 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,226 shares; 2024Q4: 371,476 shares; 2025Q1: 399,823 shares; 2025Q2: 435,547 shares; 2025Q3: 443,175 shares; 2025Q4: 433,586 shares 433,586 $34.2M 5.33% -9,589 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: 310,146 shares; 2024Q4: 311,080 shares; 2025Q1: 329,167 shares; 2025Q2: 354,086 shares; 2025Q3: 361,000 shares; 2025Q4: 352,307 shares 352,307 $29.4M 4.59% -8,693 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,997 shares; 2024Q4: 163,761 shares; 2025Q1: 164,936 shares; 2025Q2: 173,289 shares; 2025Q3: 176,089 shares; 2025Q4: 169,980 shares 169,980 $18M 2.81% -6,109 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: 134,097 shares; 2024Q4: 123,604 shares; 2025Q1: 133,927 shares; 2025Q2: 34,577 shares; 2025Q3: 32,382 shares; 2025Q4: 27,439 shares 27,439 $17.4M 2.71% -4,943 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,461 shares; 2024Q4: 307,970 shares; 2025Q1: 318,044 shares; 2025Q2: 339,170 shares; 2025Q3: 349,164 shares; 2025Q4: 352,931 shares 352,931 $16.8M 2.62% +3,767 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,648 shares; 2024Q4: 188,711 shares; 2025Q1: 199,717 shares; 2025Q2: 218,908 shares; 2025Q3: 223,113 shares; 2025Q4: 217,577 shares 217,577 $15.6M 2.44% -5,536 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: 1,013,244 shares; 2024Q4: 1,065,048 shares; 2025Q1: 1,128,827 shares; 2025Q2: 297,115 shares; 2025Q3: 445 shares; 2025Q4: 232,473 shares 232,473 $15.5M 2.42% +232,028 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 188,240 shares 188,240 $15M 2.34% +188,235 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,951 shares; 2024Q4: 141,362 shares; 2025Q1: 151,420 shares; 2025Q2: 167,757 shares; 2025Q3: 172,308 shares; 2025Q4: 174,781 shares 174,781 $14.4M 2.25% +2,473 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: 106 shares; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 318,008 shares; 2025Q3: 2,064 shares; 2025Q4: 353,192 shares 353,192 $14.1M 2.2% +351,128 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,565 shares; 2024Q4: 239,753 shares; 2025Q1: 236,098 shares; 2025Q2: 245,995 shares; 2025Q3: 420 shares; 2025Q4: 246,096 shares 246,096 $12.5M 1.95% +245,676 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 130,629 shares 130,629 $12.5M 1.94% +130,256 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 7,376 shares; 2025Q1: 8,525 shares; 2025Q2: 5,210 shares; 2025Q3: 180,598 shares; 2025Q4: 195,060 shares 195,060 $9.11M 1.42% +14,462 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: 802 shares; 2024Q4: 729 shares; 2025Q1: 1,143 shares; 2025Q2: 706 shares; 2025Q3: 10,839 shares; 2025Q4: 11,541 shares 11,541 $8.06M 1.26% +702 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: 15,633 shares; 2024Q4: 15,505 shares; 2025Q1: 15,543 shares; 2025Q2: 16,311 shares; 2025Q3: 16,685 shares; 2025Q4: 16,823 shares 16,823 $7.96M 1.24% +138 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: 19,227 shares; 2024Q4: 27,335 shares; 2025Q1: 29,604 shares; 2025Q2: 29,472 shares; 2025Q3: 33,022 shares; 2025Q4: 27,237 shares 27,237 $6.98M 1.09% -5,785 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: 251,294 shares; 2024Q4: 224,966 shares; 2025Q1: 220,358 shares; 2025Q2: 221,614 shares; 2025Q3: 732 shares; 2025Q4: 225,867 shares 225,867 $6.62M 1.03% +225,135 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,021 shares; 2025Q1: 2,261 shares; 2025Q2: 1,146 shares; 2025Q3: 88,144 shares; 2025Q4: 96,169 shares 96,169 $5.94M 0.93% +8,025 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,029 shares; 2024Q4: 21,705 shares; 2025Q1: 28,418 shares; 2025Q2: 29,198 shares; 2025Q3: 23 shares; 2025Q4: 30,818 shares 30,818 $5.9M 0.92% +30,795 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 150 shares; 2025Q1: 484 shares; 2025Q2: 244 shares; 2025Q3: 17,031 shares; 2025Q4: 25,820 shares 25,820 $5.59M 0.87% +8,789 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: 1,634 shares; 2024Q4: 1,555 shares; 2025Q1: 2,483 shares; 2025Q2: 1,781 shares; 2025Q3: 38,096 shares; 2025Q4: 41,071 shares 41,071 $5.16M 0.8% +2,975 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: 2,646 shares; 2024Q4: 2,609 shares; 2025Q1: 2,939 shares; 2025Q2: 1,715 shares; 2025Q3: 54,296 shares; 2025Q4: 66,848 shares 66,848 $4.98M 0.78% +12,552 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,342 shares; 2024Q4: 100,673 shares; 2025Q1: 101,113 shares; 2025Q2: 106,623 shares; 2025Q3: 105,564 shares; 2025Q4: 110,655 shares 110,655 $4.71M 0.73% +5,091 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,445 shares; 2025Q1: 2,060 shares; 2025Q2: 1,516 shares; 2025Q3: 60,345 shares; 2025Q4: 58,398 shares 58,398 $4.38M 0.68% -1,947 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 12 shares; 2025Q1: 127 shares; 2025Q2: 70 shares; 2025Q3: 10,506 shares; 2025Q4: 11,435 shares 11,435 $3.94M 0.61% +929 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 669 shares; 2025Q2: 623 shares; 2025Q3: 34,511 shares; 2025Q4: 36,901 shares 36,901 $3.76M 0.59% +2,390 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: 1,356 shares; 2024Q4: 1,311 shares; 2025Q1: 1,932 shares; 2025Q2: 1,507 shares; 2025Q3: 10,988 shares; 2025Q4: 5,425 shares 5,425 $3.47M 0.54% -5,563 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: 4,320 shares; 2024Q4: 5,581 shares; 2025Q1: 13,142 shares; 2025Q2: 12,285 shares; 2025Q3: 14,152 shares; 2025Q4: 13,920 shares 13,920 $3.38M 0.53% -232 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,771 shares; 2024Q4: 92,557 shares; 2025Q1: 94,092 shares; 2025Q2: 100,791 shares; 2025Q3: 101,248 shares; 2025Q4: 106,937 shares 106,937 $2.95M 0.46% +5,689 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 960 shares; 2025Q1: 980 shares; 2025Q2: 736 shares; 2025Q3: 26,477 shares; 2025Q4: 29,866 shares 29,866 $2.86M 0.45% +3,389 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: 629 shares; 2024Q4: 592 shares; 2025Q1: 1,064 shares; 2025Q2: 634 shares; 2025Q3: 20,613 shares; 2025Q4: 12,738 shares 12,738 $2.6M 0.41% -7,875 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: 940 shares; 2024Q4: 1,112 shares; 2025Q1: 1,318 shares; 2025Q2: 973 shares; 2025Q3: 22,864 shares; 2025Q4: 24,187 shares 24,187 $2.45M 0.38% +1,323 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,734 shares; 2024Q4: 285,729 shares; 2025Q1: 310,707 shares; 2025Q2: 77,610 shares; 2025Q3: 74,855 shares; 2025Q4: 52,496 shares 52,496 $2.42M 0.38% -22,359 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: 2,657 shares; 2024Q4: 2,623 shares; 2025Q1: 4,540 shares; 2025Q2: 4,607 shares; 2025Q3: 5,406 shares; 2025Q4: 4,867 shares 4,867 $2.34M 0.37% -539 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 934 shares; 2025Q4: 42,755 shares 42,755 $2.3M 0.36% +41,821 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 629 shares; 2025Q3: 53,442 shares; 2025Q4: 57,642 shares 57,642 $2.27M 0.35% +4,200 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 859 shares; 2025Q1: 1,212 shares; 2025Q2: 802 shares; 2025Q3: 37,244 shares; 2025Q4: 42,596 shares 42,596 $2.26M 0.35% +5,352 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: 1,646 shares; 2024Q4: 2,170 shares; 2025Q1: 3,488 shares; 2025Q2: 1,018 shares; 2025Q3: 20,697 shares; 2025Q4: 20,855 shares 20,855 $2.25M 0.35% +158 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 55,498 shares; 2025Q4: 61,769 shares 61,769 $2.23M 0.35% +6,271 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: 873 shares; 2024Q4: 4,907 shares; 2025Q1: 5,326 shares; 2025Q2: 7,102 shares; 2025Q3: 7,733 shares; 2025Q4: 7,092 shares 7,092 $2.13M 0.33% -641 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 7,757 shares; 2025Q1: 7,374 shares; 2025Q2: 7,267 shares; 2025Q3: 7,338 shares; 2025Q4: 6,982 shares 6,982 $1.93M 0.3% -356 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: 5,185 shares; 2024Q4: 5,196 shares; 2025Q1: 5,236 shares; 2025Q2: 5,246 shares; 2025Q3: 5,320 shares; 2025Q4: 5,339 shares 5,339 $1.91M 0.3% +19 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,240 shares; 2025Q2: 42,240 shares; 2025Q3: 798 shares; 2025Q4: 42,921 shares 42,921 $1.9M 0.3% +42,123 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 149 shares; 2025Q2: 62 shares; 2025Q3: 4,268 shares; 2025Q4: 7,266 shares 7,266 $1.89M 0.29% +2,998 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 923 shares; 2025Q1: 681 shares; 2025Q2: 1,188 shares; 2025Q3: 30,483 shares; 2025Q4: 34,426 shares 34,426 $1.73M 0.27% +3,943 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,196 shares; 2025Q2: 33,196 shares; 2025Q3: 33,196 shares; 2025Q4: 33,196 shares 33,196 $1.55M 0.24% 0 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: 1,447 shares; 2024Q4: 19 shares; 2025Q1: 2,070 shares; 2025Q2: 19 shares; 2025Q3: 885 shares; 2025Q4: 19,155 shares 19,155 $1.42M 0.22% +18,270 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: 2,328 shares; 2024Q4: 2,381 shares; 2025Q1: 3,153 shares; 2025Q2: 3,294 shares; 2025Q3: 2,995 shares; 2025Q4: 4,226 shares 4,226 $1.42M 0.22% +1,231 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: 29,660 shares; 2024Q4: 29,681 shares; 2025Q1: 30,069 shares; 2025Q2: 31,727 shares; 2025Q3: 189 shares; 2025Q4: 32,747 shares 32,747 $1.34M 0.21% +32,558 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: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 196 shares; 2025Q3: 982 shares; 2025Q4: 2,503 shares 2,503 $1.24M 0.19% +1,521 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: 669 shares; 2024Q4: 1,082 shares; 2025Q1: 1,669 shares; 2025Q2: 1,556 shares; 2025Q3: 1,820 shares; 2025Q4: 1,782 shares 1,782 $1.19M 0.19% -38 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: 2,317 shares; 2024Q4: 2,233 shares; 2025Q1: 2,806 shares; 2025Q2: 2,648 shares; 2025Q3: 113 shares; 2025Q4: 2,664 shares 2,664 $1.15M 0.18% +2,551 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,061 shares; 2024Q4: 14,089 shares; 2025Q1: 14,963 shares; 2025Q2: 15,853 shares; 2025Q3: 14,487 shares; 2025Q4: 12,134 shares 12,134 $1.12M 0.17% -2,353 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,177 shares; 2025Q4: 4,467 shares 4,467 $1.04M 0.16% +290 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: 2,266 shares; 2024Q4: 2,333 shares; 2025Q1: 2,855 shares; 2025Q2: 3,001 shares; 2025Q3: 40 shares; 2025Q4: 3,003 shares 3,003 $1.01M 0.16% +2,963 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: 1,595 shares; 2024Q4: 1,553 shares; 2025Q1: 3,067 shares; 2025Q2: 1,471 shares; 2025Q3: 34 shares; 2025Q4: 1,392 shares 1,392 $968K 0.15% +1,358 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: 11,409 shares; 2024Q4: 11,485 shares; 2025Q1: 11,733 shares; 2025Q2: 11,643 shares; 2025Q3: 288 shares; 2025Q4: 11,780 shares 11,780 $959K 0.15% +11,492 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: 6,586 shares; 2024Q4: 6,646 shares; 2025Q1: 6,725 shares; 2025Q2: 7,330 shares; 2025Q3: 8,823 shares; 2025Q4: 18,645 shares 18,645 $933K 0.15% +9,822 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,755 shares; 2025Q1: 1,769 shares; 2025Q2: 1,779 shares; 2025Q3: 1,782 shares; 2025Q4: 1,786 shares 1,786 $923K 0.14% +4 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,948 shares; 2025Q1: 1,917 shares; 2025Q2: 1,313 shares; 2025Q3: 8,126 shares; 2025Q4: 9,213 shares 9,213 $890K 0.14% +1,087 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: 1,033 shares; 2024Q4: 1,193 shares; 2025Q1: 2,189 shares; 2025Q2: 2,212 shares; 2025Q3: 2,747 shares; 2025Q4: 2,582 shares 2,582 $860K 0.13% -165 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 2,787 shares; 2025Q1: 3,838 shares; 2025Q2: 2,837 shares; 2025Q3: 119 shares; 2025Q4: 10,381 shares 10,381 $818K 0.13% +10,262 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: 802 shares; 2024Q4: 786 shares; 2025Q1: 1,029 shares; 2025Q2: 1,158 shares; 2025Q3: 3,769 shares; 2025Q4: 3,451 shares 3,451 $786K 0.12% -318 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 4,953 shares; 2025Q1: 8,279 shares; 2025Q2: 5,012 shares; 2025Q3: 603 shares; 2025Q4: 15,298 shares 15,298 $742K 0.12% +14,695 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,381 shares; 2025Q1: 2,279 shares; 2025Q2: 1,964 shares; 2025Q3: 25,390 shares; 2025Q4: 32,140 shares 32,140 $740K 0.12% +6,750 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 13,944 shares 13,944 $698K 0.11% +13,929 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: 14,714 shares; 2024Q4: 9,746 shares; 2025Q1: 9,142 shares; 2025Q2: 6,848 shares; 2025Q3: 6,880 shares; 2025Q4: 5,442 shares 5,442 $691K 0.11% -1,438 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,209 shares; 2024Q4: 182,390 shares; 2025Q1: 193,432 shares; 2025Q2: 213,281 shares; 2025Q3: 71 shares; 2025Q4: 11,106 shares 11,106 $690K 0.11% +11,035 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 25,233 shares; 2025Q1: 25,671 shares; 2025Q2: 25,955 shares; 2025Q3: 91 shares; 2025Q4: 28,364 shares 28,364 $662K 0.1% +28,273 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,233 shares; 2025Q1: 2,166 shares; 2025Q2: 1,875 shares; 2025Q3: 1,730 shares; 2025Q4: 1,734 shares 1,734 $660K 0.1% +4 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,285 shares; 2025Q1: 3,902 shares; 2025Q2: 2,291 shares; 2025Q3: 1,430 shares; 2025Q4: 11,303 shares 11,303 $654K 0.1% +9,873 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: 12 shares; 2024Q4: not reported; 2025Q1: 5,651 shares; 2025Q2: 6,286 shares; 2025Q3: 851 shares; 2025Q4: 5,428 shares 5,428 $637K 0.1% +4,577 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 1,218 shares; 2025Q1: 1,316 shares; 2025Q2: 900 shares; 2025Q3: 5,269 shares; 2025Q4: 5,208 shares 5,208 $627K 0.1% -61 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: 2,980 shares; 2024Q4: 2,976 shares; 2025Q1: 4,580 shares; 2025Q2: 3,962 shares; 2025Q3: 4,491 shares; 2025Q4: 4,275 shares 4,275 $588K 0.09% -216 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 7,784 shares; 2025Q1: 7,784 shares; 2025Q2: 7,784 shares; 2025Q3: 165 shares; 2025Q4: 7,788 shares 7,788 $558K 0.09% +7,623 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: 1,108 shares; 2024Q4: 1,044 shares; 2025Q1: 1,141 shares; 2025Q2: 1,109 shares; 2025Q3: 1,263 shares; 2025Q4: 1,234 shares 1,234 $557K 0.09% -29 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,015 shares 8,015 $544K 0.08% new Timeline FBCG 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: 496 shares; 2025Q4: 9,458 shares 9,458 $525K 0.08% +8,962 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares 1,603 $514K 0.08% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 138 shares; 2025Q3: 9,666 shares; 2025Q4: 9,995 shares 9,995 $490K 0.08% +329 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 3,728 shares; 2025Q1: 3,760 shares; 2025Q2: 4,140 shares; 2025Q3: 4,188 shares; 2025Q4: 4,668 shares 4,668 $473K 0.07% +480 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,538 shares; 2025Q4: 20,538 shares 20,538 $468K 0.07% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,138 shares; 2024Q4: 10,600 shares; 2025Q1: 17,488 shares; 2025Q2: 17,479 shares; 2025Q3: 3,077 shares; 2025Q4: 16,891 shares 16,891 $453K 0.07% +13,814 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,844 shares 4,844 $436K 0.07% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,224 shares; 2024Q4: 19,652 shares; 2025Q1: 19,199 shares; 2025Q2: 19,324 shares; 2025Q3: 129 shares; 2025Q4: 16,932 shares 16,932 $435K 0.07% +16,803 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: 501 shares; 2024Q4: 504 shares; 2025Q1: 667 shares; 2025Q2: 493 shares; 2025Q3: 2,086 shares; 2025Q4: 2,095 shares 2,095 $429K 0.07% +9 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: 566 shares; 2024Q4: 581 shares; 2025Q1: 1,146 shares; 2025Q2: 1,658 shares; 2025Q3: 339 shares; 2025Q4: 2,376 shares 2,376 $424K 0.07% +2,037 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: 814 shares; 2024Q4: 835 shares; 2025Q1: 899 shares; 2025Q2: 838 shares; 2025Q3: 900 shares; 2025Q4: 894 shares 894 $423K 0.07% -6 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: 6,701 shares; 2024Q4: 6,819 shares; 2025Q1: 5,947 shares; 2025Q2: 6,058 shares; 2025Q3: 6,149 shares; 2025Q4: 6,351 shares 6,351 $423K 0.07% +202 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 5,413 shares; 2025Q2: 5,652 shares; 2025Q3: 7,395 shares; 2025Q4: 7,889 shares 7,889 $398K 0.06% +494 Timeline ANGL 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: 20,967 shares; 2024Q4: 18,433 shares; 2025Q1: 16,657 shares; 2025Q2: 14,729 shares; 2025Q3: 58 shares; 2025Q4: 13,396 shares 13,396 $396K 0.06% +13,338 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 378 shares; 2025Q1: 635 shares; 2025Q2: 426 shares; 2025Q3: 162 shares; 2025Q4: 1,790 shares 1,790 $391K 0.06% +1,628 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 8,465 shares 8,465 $391K 0.06% +7,381 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: 114 shares; 2024Q4: 107 shares; 2025Q1: 432 shares; 2025Q2: 1,267 shares; 2025Q3: 1,320 shares; 2025Q4: 381 shares 381 $390K 0.06% -939 Timeline ONEY 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: 2,416 shares; 2024Q4: 2,586 shares; 2025Q1: 2,628 shares; 2025Q2: 2,772 shares; 2025Q3: 1,429 shares; 2025Q4: 3,156 shares 3,156 $377K 0.06% +1,727 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,265 shares; 2025Q1: 3,392 shares; 2025Q2: 2,311 shares; 2025Q3: 5,268 shares; 2025Q4: 7,845 shares 7,845 $371K 0.06% +2,577 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: 482 shares; 2024Q4: 1,081 shares; 2025Q1: 1,177 shares; 2025Q2: 1,473 shares; 2025Q3: 1,568 shares; 2025Q4: 1,261 shares 1,261 $371K 0.06% -307 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: 495 shares; 2024Q4: 504 shares; 2025Q1: 1,026 shares; 2025Q2: 1,027 shares; 2025Q3: 344 shares; 2025Q4: 1,128 shares 1,128 $369K 0.06% +784 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: 1,542 shares; 2024Q4: 1,572 shares; 2025Q1: 2,004 shares; 2025Q2: 1,694 shares; 2025Q3: 1,250 shares; 2025Q4: 1,637 shares 1,637 $358K 0.06% +387 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,478 shares; 2025Q4: 3,593 shares 3,593 $358K 0.06% +115 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: 777 shares; 2024Q4: 785 shares; 2025Q1: 1,760 shares; 2025Q2: 2,394 shares; 2025Q3: 296 shares; 2025Q4: 2,421 shares 2,421 $357K 0.06% +2,125 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,210 shares; 2025Q1: 4,233 shares; 2025Q2: 4,244 shares; 2025Q3: 4,258 shares; 2025Q4: 4,270 shares 4,270 $356K 0.06% +12 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: 5,423 shares; 2024Q4: 5,544 shares; 2025Q1: 11,109 shares; 2025Q2: 12,809 shares; 2025Q3: 14,257 shares; 2025Q4: 14,418 shares 14,418 $347K 0.05% +161 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,869 shares; 2025Q1: 3,941 shares; 2025Q2: 3,954 shares; 2025Q3: 446 shares; 2025Q4: 3,987 shares 3,987 $346K 0.05% +3,541 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: 3,458 shares; 2024Q4: 1,863 shares; 2025Q1: 1,897 shares; 2025Q2: 1,858 shares; 2025Q3: 1,674 shares; 2025Q4: 1,768 shares 1,768 $328K 0.05% +94 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,317 shares; 2025Q1: 1,814 shares; 2025Q2: 1,345 shares; 2025Q3: 568 shares; 2025Q4: 4,579 shares 4,579 $320K 0.05% +4,011 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: 3 shares; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 199 shares; 2025Q3: 4,521 shares; 2025Q4: 4,461 shares 4,461 $319K 0.05% -60 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,255 shares; 2024Q4: 154,661 shares; 2025Q1: 171,765 shares; 2025Q2: 193,649 shares; 2025Q3: 11,581 shares; 2025Q4: 4,205 shares 4,205 $313K 0.05% -7,376 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: 1,046 shares; 2024Q4: 1,051 shares; 2025Q1: 1,174 shares; 2025Q2: 1,127 shares; 2025Q3: 1,312 shares; 2025Q4: 826 shares 826 $310K 0.05% -486 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 161 shares; 2025Q1: 180 shares; 2025Q2: 229 shares; 2025Q3: 59 shares; 2025Q4: 7,728 shares 7,728 $306K 0.05% +7,669 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: 2,220 shares; 2024Q4: 2,199 shares; 2025Q1: 2,127 shares; 2025Q2: 2,134 shares; 2025Q3: 33 shares; 2025Q4: 8,781 shares 8,781 $298K 0.05% +8,748 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: 552 shares; 2024Q4: 491 shares; 2025Q1: 1,827 shares; 2025Q2: 720 shares; 2025Q3: 21 shares; 2025Q4: 862 shares 862 $296K 0.05% +841 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN 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: 909 shares; 2025Q3: 58 shares; 2025Q4: 4,957 shares 4,957 $290K 0.05% +4,899 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: 1,418 shares; 2024Q4: 2,121 shares; 2025Q1: 2,922 shares; 2025Q2: 2,902 shares; 2025Q3: 3,322 shares; 2025Q4: 2,685 shares 2,685 $287K 0.04% -637 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: 692 shares; 2024Q4: 572 shares; 2025Q1: 686 shares; 2025Q2: 583 shares; 2025Q3: 1,714 shares; 2025Q4: 2,745 shares 2,745 $275K 0.04% +1,031 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 703 shares; 2025Q1: 728 shares; 2025Q2: 653 shares; 2025Q3: 730 shares; 2025Q4: 795 shares 795 $274K 0.04% +65 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: 2,285 shares; 2024Q4: 2,331 shares; 2025Q1: 3,675 shares; 2025Q2: 2,884 shares; 2025Q3: 26 shares; 2025Q4: 2,339 shares 2,339 $273K 0.04% +2,313 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: 13 shares; 2024Q4: 8 shares; 2025Q1: 42 shares; 2025Q2: 964 shares; 2025Q3: 1,225 shares; 2025Q4: 1,000 shares 1,000 $272K 0.04% -225 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: 6,207 shares; 2024Q4: 6,266 shares; 2025Q1: 6,727 shares; 2025Q2: 5,148 shares; 2025Q3: 5,477 shares; 2025Q4: 5,453 shares 5,453 $271K 0.04% -24 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 495 shares; 2025Q1: 505 shares; 2025Q2: 502 shares; 2025Q3: 551 shares; 2025Q4: 541 shares 541 $270K 0.04% -10 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: 118 shares; 2024Q4: 82 shares; 2025Q1: 440 shares; 2025Q2: 382 shares; 2025Q3: 40 shares; 2025Q4: 719 shares 719 $246K 0.04% +679 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 3 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 869 shares 869 $231K 0.04% +101 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,362 shares; 2025Q4: 2,620 shares 2,620 $229K 0.04% -124,742 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,903 shares 4,903 $228K 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 65 shares; 2025Q1: 151 shares; 2025Q2: 78 shares; 2025Q3: 147 shares; 2025Q4: 158 shares 158 $225K 0.04% +11 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: 130 shares; 2024Q4: 140 shares; 2025Q1: 311 shares; 2025Q2: 328 shares; 2025Q3: 469 shares; 2025Q4: 427 shares 427 $223K 0.03% -42 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 325 shares; 2025Q2: 258 shares; 2025Q3: 878 shares; 2025Q4: 2,662 shares 2,662 $218K 0.03% +1,784 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: 2,229 shares; 2024Q4: 2,238 shares; 2025Q1: 2,502 shares; 2025Q2: 2,111 shares; 2025Q3: 39 shares; 2025Q4: 2,462 shares 2,462 $217K 0.03% +2,423 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: 729 shares; 2024Q4: 517 shares; 2025Q1: 961 shares; 2025Q2: 976 shares; 2025Q3: 3 shares; 2025Q4: 1,438 shares 1,438 $215K 0.03% +1,435 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: 1,937 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,062 shares 2,062 $207K 0.03% +62 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: 172 shares; 2024Q4: 166 shares; 2025Q1: 197 shares; 2025Q2: 149 shares; 2025Q3: 100 shares; 2025Q4: 762 shares 762 $206K 0.03% +662 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,637 shares 6,637 $202K 0.03% new 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 314 shares; 2025Q2: 175 shares; 2025Q3: 200 shares; 2025Q4: 2,307 shares 2,307 $195K 0.03% +2,107 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: 208 shares; 2024Q4: 187 shares; 2025Q1: 260 shares; 2025Q2: 51 shares; 2025Q3: 2,363 shares; 2025Q4: 1,764 shares 1,764 $195K 0.03% -599 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,398 shares; 2025Q1: 10,490 shares; 2025Q2: 11,114 shares; 2025Q3: 11,195 shares; 2025Q4: 11,319 shares 11,319 $195K 0.03% +124 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: 267 shares; 2024Q4: 295 shares; 2025Q1: 314 shares; 2025Q2: 421 shares; 2025Q3: 38 shares; 2025Q4: 766 shares 766 $194K 0.03% +728 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: 2,454 shares; 2024Q4: 1,072 shares; 2025Q1: 1,152 shares; 2025Q2: 922 shares; 2025Q3: 526,662 shares; 2025Q4: 1,284 shares 1,284 $191K 0.03% -525,378 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: 288 shares; 2024Q4: 289 shares; 2025Q1: 363 shares; 2025Q2: 332 shares; 2025Q3: 395 shares; 2025Q4: 435 shares 435 $189K 0.03% +40 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,898 shares; 2025Q1: 4,427 shares; 2025Q2: 4,081 shares; 2025Q3: 3,675 shares; 2025Q4: 3,866 shares 3,866 $188K 0.03% +191 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: 308 shares; 2024Q4: 296 shares; 2025Q1: 499 shares; 2025Q2: 405 shares; 2025Q3: 1,218 shares; 2025Q4: 637 shares 637 $187K 0.03% -581 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: 1,034 shares; 2024Q4: 1,084 shares; 2025Q1: 1,625 shares; 2025Q2: 1,340 shares; 2025Q3: 130 shares; 2025Q4: 1,706 shares 1,706 $187K 0.03% +1,576 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: 206 shares; 2024Q4: 212 shares; 2025Q1: 429 shares; 2025Q2: 225 shares; 2025Q3: 310 shares; 2025Q4: 285 shares 285 $183K 0.03% -25 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: 107 shares; 2024Q4: 109 shares; 2025Q1: 247 shares; 2025Q2: 163 shares; 2025Q3: 183 shares; 2025Q4: 189 shares 189 $181K 0.03% +6 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: 81 shares; 2024Q4: 81 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 1,853 shares; 2025Q4: 1,900 shares 1,900 $181K 0.03% +47 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,016 shares; 2025Q1: 904 shares; 2025Q2: 908 shares; 2025Q3: 912 shares; 2025Q4: 917 shares 917 $178K 0.03% +5 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 602 shares; 2025Q1: 2,086 shares; 2025Q2: 1,907 shares; 2025Q3: 295,259 shares; 2025Q4: 2,220 shares 2,220 $175K 0.03% -293,039 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: 244 shares; 2024Q4: 823 shares; 2025Q1: 2,449 shares; 2025Q2: 2,213 shares; 2025Q3: 2,996 shares; 2025Q4: 3,261 shares 3,261 $173K 0.03% +265 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,309 shares; 2025Q1: 4,325 shares; 2025Q2: 3,125 shares; 2025Q3: 74 shares; 2025Q4: 4,379 shares 4,379 $173K 0.03% +4,305 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 4,124 shares; 2025Q1: 4,140 shares; 2025Q2: 4,154 shares; 2025Q3: 4,166 shares; 2025Q4: 4,177 shares 4,177 $172K 0.03% +11 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: 1,022 shares; 2024Q4: 1,062 shares; 2025Q1: 1,603 shares; 2025Q2: 1,233 shares; 2025Q3: 2,222 shares; 2025Q4: 2,167 shares 2,167 $171K 0.03% -55 Timeline NUMG 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: 3,476 shares; 2024Q4: 3,478 shares; 2025Q1: 3,478 shares; 2025Q2: 3,478 shares; 2025Q3: 3,445 shares; 2025Q4: 3,479 shares 3,479 $163K 0.03% +34 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,264 shares; 2025Q1: 3,658 shares; 2025Q2: 2,325 shares; 2025Q3: 750 shares; 2025Q4: 2,041 shares 2,041 $163K 0.03% +1,291 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: 328 shares; 2024Q4: 324 shares; 2025Q1: 253 shares; 2025Q2: 193 shares; 2025Q3: 1,054 shares; 2025Q4: 730 shares 730 $160K 0.02% -324 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR 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: not reported; 2025Q3: not reported; 2025Q4: 8,633 shares 8,633 $159K 0.02% new 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: 578 shares; 2024Q4: 487 shares; 2025Q1: 585 shares; 2025Q2: 602 shares; 2025Q3: 871 shares; 2025Q4: 930 shares 930 $158K 0.02% +59 Timeline FDEC 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: 3,438 shares; 2024Q4: 3,438 shares; 2025Q1: 3,438 shares; 2025Q2: 3,228 shares; 2025Q3: 3,038 shares; 2025Q4: 3,038 shares 3,038 $157K 0.02% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 520 shares; 2025Q3: 2,545 shares; 2025Q4: 2,182 shares 2,182 $157K 0.02% -363 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: 1,220 shares; 2024Q4: 1,280 shares; 2025Q1: 2,346 shares; 2025Q2: 2,262 shares; 2025Q3: 12 shares; 2025Q4: 2,476 shares 2,476 $156K 0.02% +2,464 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: 1,820 shares; 2024Q4: 1,846 shares; 2025Q1: 2,680 shares; 2025Q2: 2,609 shares; 2025Q3: 2,948 shares; 2025Q4: 2,123 shares 2,123 $155K 0.02% -825 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 42,240 shares; 2025Q4: 1,324 shares 1,324 $154K 0.02% -40,916 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: 2,519 shares; 2024Q4: 2,303 shares; 2025Q1: 2,309 shares; 2025Q2: 2,109 shares; 2025Q3: 2,116 shares; 2025Q4: 2,216 shares 2,216 $154K 0.02% +100 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: 162 shares; 2024Q4: 160 shares; 2025Q1: 850 shares; 2025Q2: 762 shares; 2025Q3: 1,671 shares; 2025Q4: 677 shares 677 $151K 0.02% -994 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 297 shares; 2025Q1: 299 shares; 2025Q2: 302 shares; 2025Q3: 262 shares; 2025Q4: 1,684 shares 1,684 $151K 0.02% +1,422 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: 1,699 shares; 2024Q4: 1,801 shares; 2025Q1: 2,805 shares; 2025Q2: 2,820 shares; 2025Q3: 3,689 shares; 2025Q4: 2,891 shares 2,891 $150K 0.02% -798 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: 254 shares; 2024Q4: 252 shares; 2025Q1: 297 shares; 2025Q2: 251 shares; 2025Q3: 36 shares; 2025Q4: 281 shares 281 $149K 0.02% +245 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 10,123 shares; 2025Q1: 10,188 shares; 2025Q2: 9,514 shares; 2025Q3: 9,624 shares; 2025Q4: 6,962 shares 6,962 $147K 0.02% -2,662 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: 666 shares; 2024Q4: 777 shares; 2025Q1: 1,252 shares; 2025Q2: 1,087 shares; 2025Q3: 232 shares; 2025Q4: 1,672 shares 1,672 $147K 0.02% +1,440 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: 252 shares; 2024Q4: 239 shares; 2025Q1: 391 shares; 2025Q2: 494 shares; 2025Q3: 1,402 shares; 2025Q4: 1,153 shares 1,153 $147K 0.02% -249 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 326 shares; 2025Q2: 443 shares; 2025Q3: 544 shares; 2025Q4: 500 shares 500 $146K 0.02% -44 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: 61 shares; 2024Q4: 63 shares; 2025Q1: 260 shares; 2025Q2: 196 shares; 2025Q3: 244 shares; 2025Q4: 204 shares 204 $145K 0.02% -40 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 91 shares; 2025Q2: 68 shares; 2025Q3: 154 shares; 2025Q4: 129 shares 129 $145K 0.02% -25 Timeline VPL 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: 761 shares; 2024Q4: 581 shares; 2025Q1: 2,065 shares; 2025Q2: 1,259 shares; 2025Q3: 1,169 shares; 2025Q4: 1,411 shares 1,411 $140K 0.02% +242 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 42 shares; 2025Q1: 91 shares; 2025Q2: 57 shares; 2025Q3: 7,784 shares; 2025Q4: 152 shares 152 $139K 0.02% -7,632 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,229 shares; 2025Q1: 1,477 shares; 2025Q2: 1,238 shares; 2025Q3: 834 shares; 2025Q4: 1,188 shares 1,188 $139K 0.02% +354 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: 469 shares; 2024Q4: 476 shares; 2025Q1: 429 shares; 2025Q2: 563 shares; 2025Q3: 572 shares; 2025Q4: 476 shares 476 $137K 0.02% -96 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: 205 shares; 2024Q4: 379 shares; 2025Q1: 872 shares; 2025Q2: 799 shares; 2025Q3: 140 shares; 2025Q4: 740 shares 740 $136K 0.02% +600 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: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,357 shares; 2025Q4: 1,281 shares 1,281 $135K 0.02% -76 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: 272 shares; 2024Q4: 283 shares; 2025Q1: 367 shares; 2025Q2: 307 shares; 2025Q3: 453 shares; 2025Q4: 420 shares 420 $131K 0.02% -33 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: 226 shares; 2024Q4: 58 shares; 2025Q1: 747 shares; 2025Q2: 60 shares; 2025Q3: 4,800 shares; 2025Q4: 1,554 shares 1,554 $130K 0.02% -3,246 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 264 shares 264 $129K 0.02% +251 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: 397 shares; 2024Q4: 416 shares; 2025Q1: 729 shares; 2025Q2: 840 shares; 2025Q3: 703 shares; 2025Q4: 730 shares 730 $126K 0.02% +27 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: 531 shares; 2024Q4: 534 shares; 2025Q1: 536 shares; 2025Q2: 538 shares; 2025Q3: 298 shares; 2025Q4: 542 shares 542 $125K 0.02% +244 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,262 shares 2,262 $124K 0.02% new 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: 701 shares; 2024Q4: 476 shares; 2025Q1: 1,130 shares; 2025Q2: 1,061 shares; 2025Q3: 1,244 shares; 2025Q4: 1,060 shares 1,060 $124K 0.02% -184 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,376 shares; 2025Q1: 4,426 shares; 2025Q2: 4,726 shares; 2025Q3: 5,181 shares; 2025Q4: 5,431 shares 5,431 $124K 0.02% +250 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,083 shares 1,083 $122K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 21 shares; 2025Q1: 42 shares; 2025Q2: 1,745 shares; 2025Q3: 1,749 shares; 2025Q4: 1,742 shares 1,742 $122K 0.02% -7 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 305 shares; 2025Q1: 743 shares; 2025Q2: 695 shares; 2025Q3: 1,033 shares; 2025Q4: 859 shares 859 $120K 0.02% -174 Timeline IPAC ISHARES TR More: 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: 1,543 shares 1,543 $120K 0.02% new 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: 71 shares; 2024Q4: 60 shares; 2025Q1: 123 shares; 2025Q2: 178 shares; 2025Q3: 22 shares; 2025Q4: 195 shares 195 $119K 0.02% +173 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: 78 shares; 2024Q4: 75 shares; 2025Q1: 208 shares; 2025Q2: 206 shares; 2025Q3: 217 shares; 2025Q4: 216 shares 216 $116K 0.02% -1 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: 163 shares; 2024Q4: 161 shares; 2025Q1: 289 shares; 2025Q2: 300 shares; 2025Q3: 328 shares; 2025Q4: 334 shares 334 $116K 0.02% +6 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: 64 shares; 2024Q4: 292 shares; 2025Q1: 628 shares; 2025Q2: 155 shares; 2025Q3: 202 shares; 2025Q4: 477 shares 477 $115K 0.02% +275 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: 118 shares; 2024Q4: 205 shares; 2025Q1: 390 shares; 2025Q2: 453 shares; 2025Q3: 824 shares; 2025Q4: 730 shares 730 $115K 0.02% -94 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: 523 shares; 2024Q4: 511 shares; 2025Q1: 938 shares; 2025Q2: 802 shares; 2025Q3: 294 shares; 2025Q4: 1,065 shares 1,065 $115K 0.02% +771 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 166 shares; 2025Q4: 278 shares 278 $115K 0.02% +112 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 9,617 shares 9,617 $114K 0.02% +9,586 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: 514 shares; 2024Q4: 519 shares; 2025Q1: 961 shares; 2025Q2: 621 shares; 2025Q3: 1,014 shares; 2025Q4: 766 shares 766 $113K 0.02% -248 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 49 shares; 2025Q1: 72 shares; 2025Q2: 82 shares; 2025Q3: 138 shares; 2025Q4: 120 shares 120 $113K 0.02% -18 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: 1,759 shares; 2024Q4: 1,819 shares; 2025Q1: 2,549 shares; 2025Q2: 3,991 shares; 2025Q3: 152 shares; 2025Q4: 4,346 shares 4,346 $112K 0.02% +4,194 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: 855 shares; 2024Q4: 862 shares; 2025Q1: 899 shares; 2025Q2: 928 shares; 2025Q3: 940 shares; 2025Q4: 943 shares 943 $110K 0.02% +3 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 267 shares; 2025Q1: 295 shares; 2025Q2: 219 shares; 2025Q3: 7 shares; 2025Q4: 492 shares 492 $110K 0.02% +485 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: 310 shares; 2024Q4: 315 shares; 2025Q1: 427 shares; 2025Q2: 403 shares; 2025Q3: 289 shares; 2025Q4: 547 shares 547 $109K 0.02% +258 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: 64 shares; 2024Q4: 17 shares; 2025Q1: 47 shares; 2025Q2: 48 shares; 2025Q3: 21 shares; 2025Q4: 537 shares 537 $107K 0.02% +516 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: 100 shares; 2024Q4: 72 shares; 2025Q1: 115 shares; 2025Q2: 113 shares; 2025Q3: 182 shares; 2025Q4: 203 shares 203 $106K 0.02% +21 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: 131 shares; 2024Q4: 134 shares; 2025Q1: 198 shares; 2025Q2: 196 shares; 2025Q3: 329 shares; 2025Q4: 312 shares 312 $105K 0.02% -17 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: 236 shares; 2024Q4: 237 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 2,672 shares; 2025Q4: 232 shares 232 $105K 0.02% -2,440 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: 327 shares; 2024Q4: 338 shares; 2025Q1: 665 shares; 2025Q2: 421 shares; 2025Q3: 103 shares; 2025Q4: 458 shares 458 $104K 0.02% +355 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 223 shares; 2025Q1: 360 shares; 2025Q2: 288 shares; 2025Q3: 455 shares; 2025Q4: 426 shares 426 $103K 0.02% -29 Timeline FNDF 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: 2,290 shares; 2024Q4: 2,322 shares; 2025Q1: 2,490 shares; 2025Q2: 2,234 shares; 2025Q3: 1,216 shares; 2025Q4: 2,109 shares 2,109 $103K 0.02% +893 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: 319 shares; 2024Q4: 204 shares; 2025Q1: 287 shares; 2025Q2: 208 shares; 2025Q3: 15,810 shares; 2025Q4: 1,984 shares 1,984 $100K 0.02% -13,826 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: 220 shares; 2024Q4: 217 shares; 2025Q1: 305 shares; 2025Q2: 297 shares; 2025Q3: 309 shares; 2025Q4: 314 shares 314 $99.7K 0.02% +5 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: 405 shares; 2024Q4: 374 shares; 2025Q1: 759 shares; 2025Q2: 740 shares; 2025Q3: 745 shares; 2025Q4: 752 shares 752 $98K 0.02% +7 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 1,248 shares; 2025Q3: 162 shares; 2025Q4: 2,932 shares 2,932 $95.2K 0.01% +2,770 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: 231 shares; 2024Q4: 235 shares; 2025Q1: 259 shares; 2025Q2: 274 shares; 2025Q3: 401 shares; 2025Q4: 353 shares 353 $95.2K 0.01% -48 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: 1,015 shares; 2024Q4: 981 shares; 2025Q1: 6,318 shares; 2025Q2: 2,478 shares; 2025Q3: 2,484 shares; 2025Q4: 3,309 shares 3,309 $94K 0.01% +825 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 301 shares; 2025Q1: 370 shares; 2025Q2: 311 shares; 2025Q3: 77 shares; 2025Q4: 417 shares 417 $93.6K 0.01% +340 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: 999 shares; 2024Q4: 1,014 shares; 2025Q1: 1,274 shares; 2025Q2: 1,051 shares; 2025Q3: 1,596 shares; 2025Q4: 918 shares 918 $93.1K 0.01% -678 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,293 shares; 2025Q1: 3,828 shares; 2025Q2: 2,786 shares; 2025Q3: 2,784 shares; 2025Q4: 2,013 shares 2,013 $92.8K 0.01% -771 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: 232 shares; 2024Q4: 95 shares; 2025Q1: 1,248 shares; 2025Q2: 444 shares; 2025Q3: 724 shares; 2025Q4: 778 shares 778 $92.7K 0.01% +54 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: 213 shares; 2024Q4: 141 shares; 2025Q1: 695 shares; 2025Q2: 415 shares; 2025Q3: 876 shares; 2025Q4: 993 shares 993 $92.6K 0.01% +117 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 746 shares; 2025Q1: 1,079 shares; 2025Q2: 955 shares; 2025Q3: 745 shares; 2025Q4: 1,159 shares 1,159 $92.5K 0.01% +414 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: 1,399 shares; 2024Q4: 1,381 shares; 2025Q1: 1,324 shares; 2025Q2: 980 shares; 2025Q3: 1,288 shares; 2025Q4: 1,166 shares 1,166 $88.9K 0.01% -122 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,040 shares 3,040 $88.8K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 196 shares; 2025Q1: 292 shares; 2025Q2: 258 shares; 2025Q3: 588 shares; 2025Q4: 249 shares 249 $87.2K 0.01% -339 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: 324 shares; 2024Q4: 343 shares; 2025Q1: 577 shares; 2025Q2: 574 shares; 2025Q3: 769 shares; 2025Q4: 763 shares 763 $87.1K 0.01% -6 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: 109 shares; 2024Q4: 129 shares; 2025Q1: 368 shares; 2025Q2: 204 shares; 2025Q3: 400 shares; 2025Q4: 472 shares 472 $86.1K 0.01% +72 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: 661 shares; 2024Q4: 320 shares; 2025Q1: 1,006 shares; 2025Q2: 617 shares; 2025Q3: 677 shares; 2025Q4: 556 shares 556 $85.8K 0.01% -121 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: 39 shares; 2024Q4: 43 shares; 2025Q1: 182 shares; 2025Q2: 174 shares; 2025Q3: 218 shares; 2025Q4: 235 shares 235 $84.8K 0.01% +17 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 793 shares; 2025Q1: 1,069 shares; 2025Q2: 798 shares; 2025Q3: 2,931 shares; 2025Q4: 3,080 shares 3,080 $84.5K 0.01% +149 Timeline VT 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: 792 shares; 2024Q4: 791 shares; 2025Q1: 644 shares; 2025Q2: 606 shares; 2025Q3: 104 shares; 2025Q4: 570 shares 570 $83.7K 0.01% +466 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 132 shares; 2025Q1: 216 shares; 2025Q2: 190 shares; 2025Q3: 246 shares; 2025Q4: 234 shares 234 $83.6K 0.01% -12 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 43 shares; 2025Q1: 368 shares; 2025Q2: 309 shares; 2025Q3: 117 shares; 2025Q4: 657 shares 657 $83.1K 0.01% +540 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: 4 shares; 2024Q4: 5 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $82.9K 0.01% 0 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares 1,842 $81.7K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 60 shares; 2025Q1: 687 shares; 2025Q2: 663 shares; 2025Q3: 142 shares; 2025Q4: 618 shares 618 $81.3K 0.01% +476 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: 153 shares; 2024Q4: 157 shares; 2025Q1: 672 shares; 2025Q2: 579 shares; 2025Q3: 698 shares; 2025Q4: 682 shares 682 $81.3K 0.01% -16 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 715 shares; 2025Q1: 848 shares; 2025Q2: 751 shares; 2025Q3: 975 shares; 2025Q4: 998 shares 998 $80.8K 0.01% +23 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: 558 shares; 2024Q4: 506 shares; 2025Q1: 649 shares; 2025Q2: 578 shares; 2025Q3: 317 shares; 2025Q4: 544 shares 544 $80.7K 0.01% +227 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: 112 shares; 2024Q4: 167 shares; 2025Q1: 748 shares; 2025Q2: 867 shares; 2025Q3: 268 shares; 2025Q4: 1,065 shares 1,065 $80.7K 0.01% +797 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 769 shares; 2025Q1: 845 shares; 2025Q2: 754 shares; 2025Q3: 1,000 shares; 2025Q4: 820 shares 820 $80.2K 0.01% -180 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: 736 shares 736 $80.1K 0.01% -521 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: 836 shares; 2024Q4: 970 shares; 2025Q1: 1,414 shares; 2025Q2: 1,511 shares; 2025Q3: 2,470 shares; 2025Q4: 2,134 shares 2,134 $79.8K 0.01% -336 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: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares 463 $79.4K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 66 shares; 2025Q1: 120 shares; 2025Q2: 113 shares; 2025Q3: 26 shares; 2025Q4: 610 shares 610 $79.1K 0.01% +584 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 123 shares; 2025Q4: 108 shares 108 $78.6K 0.01% -15 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: 354 shares; 2024Q4: 420 shares; 2025Q1: 522 shares; 2025Q2: 461 shares; 2025Q3: 441 shares; 2025Q4: 328 shares 328 $78.5K 0.01% -113 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 642 shares; 2025Q1: 1,909 shares; 2025Q2: 1,757 shares; 2025Q3: 1,866 shares; 2025Q4: 1,975 shares 1,975 $77.3K 0.01% +109 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: 1,281 shares 1,281 $77K 0.01% +7 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: 966 shares; 2024Q4: 930 shares; 2025Q1: 795 shares; 2025Q2: 812 shares; 2025Q3: 167 shares; 2025Q4: 867 shares 867 $75.9K 0.01% +700 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 309 shares; 2025Q1: 842 shares; 2025Q2: 708 shares; 2025Q3: 56 shares; 2025Q4: 1,251 shares 1,251 $75.5K 0.01% +1,195 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: 1,612 shares; 2024Q4: 2,183 shares; 2025Q1: 2,890 shares; 2025Q2: 2,539 shares; 2025Q3: 3,322 shares; 2025Q4: 2,505 shares 2,505 $75.3K 0.01% -817 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: 1,964 shares 1,964 $74.9K 0.01% new 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: 227 shares; 2024Q4: 243 shares; 2025Q1: 463 shares; 2025Q2: 1,934 shares; 2025Q3: 327,803 shares; 2025Q4: 723 shares 723 $74.8K 0.01% -327,080 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,842 shares; 2025Q4: 272 shares 272 $74.3K 0.01% -2,570 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,063 shares; 2025Q1: 1,084 shares; 2025Q2: 90 shares; 2025Q3: 164 shares; 2025Q4: 124 shares 124 $74.1K 0.01% -40 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: 592 shares; 2024Q4: 546 shares; 2025Q1: 615 shares; 2025Q2: 596 shares; 2025Q3: 551 shares; 2025Q4: 558 shares 558 $74.1K 0.01% +7 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: 194 shares; 2024Q4: 222 shares; 2025Q1: 678 shares; 2025Q2: 556 shares; 2025Q3: 715 shares; 2025Q4: 732 shares 732 $73.8K 0.01% +17 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 165 shares; 2025Q1: 168 shares; 2025Q2: 3,103 shares; 2025Q3: 5,234 shares; 2025Q4: 2,305 shares 2,305 $73.3K 0.01% -2,929 Timeline XSVM 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: 1,183 shares; 2024Q4: 1,187 shares; 2025Q1: 1,197 shares; 2025Q2: 1,203 shares; 2025Q3: 1,211 shares; 2025Q4: 1,216 shares 1,216 $73.3K 0.01% +5 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: 26 shares; 2024Q4: 50 shares; 2025Q1: 104 shares; 2025Q2: 75 shares; 2025Q3: 79 shares; 2025Q4: 106 shares 106 $72.9K 0.01% +27 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,960 shares 2,960 $72.7K 0.01% +76 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: 1,404 shares; 2024Q4: 1,393 shares; 2025Q1: 1,350 shares; 2025Q2: 1,346 shares; 2025Q3: 49 shares; 2025Q4: 1,254 shares 1,254 $72.6K 0.01% +1,205 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 773 shares; 2025Q1: 750 shares; 2025Q2: 752 shares; 2025Q3: 655 shares; 2025Q4: 655 shares 655 $72.3K 0.01% 0 Timeline FDEV 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: 1,990 shares; 2025Q4: 1,990 shares 1,990 $72.3K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: 41 shares; 2025Q2: 633 shares; 2025Q3: 70 shares; 2025Q4: 710 shares 710 $72K 0.01% +640 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: 23 shares; 2024Q4: 19 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 45 shares; 2025Q4: 44 shares 44 $71.7K 0.01% -1 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 554 shares; 2025Q3: 933 shares; 2025Q4: 691 shares 691 $71.4K 0.01% -242 Timeline EEMA 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: 590 shares; 2025Q3: 752 shares; 2025Q4: 692 shares 692 $71.2K 0.01% -60 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 2,315 shares; 2025Q2: 2,399 shares; 2025Q3: 124 shares; 2025Q4: 2,539 shares 2,539 $71K 0.01% +2,415 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 480 shares 480 $71K 0.01% +50 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 261 shares; 2025Q1: 437 shares; 2025Q2: 1,071 shares; 2025Q3: 1,163 shares; 2025Q4: 1,111 shares 1,111 $70.7K 0.01% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 582 shares 582 $70.1K 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: 409 shares; 2024Q4: 409 shares; 2025Q1: 596 shares; 2025Q2: 501 shares; 2025Q3: 409 shares; 2025Q4: 460 shares 460 $69.8K 0.01% +51 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: 1,525 shares; 2024Q4: 1,365 shares; 2025Q1: 1,353 shares; 2025Q2: 993 shares; 2025Q3: 2,085 shares; 2025Q4: 648 shares 648 $68.7K 0.01% -1,437 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: 495 shares; 2024Q4: 496 shares; 2025Q1: 509 shares; 2025Q2: 448 shares; 2025Q3: 82 shares; 2025Q4: 556 shares 556 $68.5K 0.01% +474 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 699 shares; 2025Q3: 1,602 shares; 2025Q4: 1,405 shares 1,405 $67.4K 0.01% -197 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: 343 shares; 2024Q4: 357 shares; 2025Q1: 563 shares; 2025Q2: 542 shares; 2025Q3: 596 shares; 2025Q4: 269 shares 269 $67.3K 0.01% -327 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: 1,163 shares; 2024Q4: 1,199 shares; 2025Q1: 1,328 shares; 2025Q2: 1,780 shares; 2025Q3: 1,831 shares; 2025Q4: 1,493 shares 1,493 $66.8K 0.01% -338 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $66.4K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 27 shares; 2025Q1: 35 shares; 2025Q2: 158 shares; 2025Q3: 978 shares; 2025Q4: 166 shares 166 $65.4K 0.01% -812 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 470 shares; 2025Q1: 666 shares; 2025Q2: 577 shares; 2025Q3: 63 shares; 2025Q4: 1,207 shares 1,207 $65.3K 0.01% +1,144 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: 242 shares; 2024Q4: 201 shares; 2025Q1: 416 shares; 2025Q2: 412 shares; 2025Q3: 489 shares; 2025Q4: 536 shares 536 $65.2K 0.01% +47 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 93 shares; 2025Q1: 194 shares; 2025Q2: 184 shares; 2025Q3: 24 shares; 2025Q4: 276 shares 276 $65.2K 0.01% +252 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 188 shares; 2025Q2: 125 shares; 2025Q3: 377 shares; 2025Q4: 378 shares 378 $64.9K 0.01% +1 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 209 shares; 2025Q3: 5,925 shares; 2025Q4: 631 shares 631 $64.8K 0.01% -5,294 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 533 shares; 2025Q1: 411 shares; 2025Q2: 91 shares; 2025Q3: 343 shares; 2025Q4: 342 shares 342 $64.2K 0.01% -1 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: 382 shares; 2024Q4: 284 shares; 2025Q1: 884 shares; 2025Q2: 675 shares; 2025Q3: 831 shares; 2025Q4: 777 shares 777 $64K 0.01% -54 Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 1,791 shares 1,791 $63.3K 0.01% new Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 760 shares 760 $63.3K 0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 160 shares; 2025Q2: 139 shares; 2025Q3: 218 shares; 2025Q4: 190 shares 190 $62.9K 0.01% -28 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 30,449 shares; 2025Q4: 546 shares 546 $62.4K 0.01% -29,903 Timeline IFRA ISHARES TR More: 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: 83 shares; 2025Q2: 83 shares; 2025Q3: 1,101 shares; 2025Q4: 1,107 shares 1,107 $62.3K 0.01% +6 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: 546 shares; 2024Q4: 374 shares; 2025Q1: 711 shares; 2025Q2: 1,187 shares; 2025Q3: 1,273 shares; 2025Q4: 1,275 shares 1,275 $62.2K 0.01% +2 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: 259 shares; 2024Q4: 260 shares; 2025Q1: 801 shares; 2025Q2: 803 shares; 2025Q3: 252 shares; 2025Q4: 807 shares 807 $61.2K 0.01% +555 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 828 shares; 2025Q2: 339 shares; 2025Q3: 423 shares; 2025Q4: 406 shares 406 $61K 0.01% -17 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 25 shares; 2025Q1: 132 shares; 2025Q2: 93 shares; 2025Q3: 108 shares; 2025Q4: 112 shares 112 $60.7K 0.01% +4 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: 205 shares; 2024Q4: 196 shares; 2025Q1: 392 shares; 2025Q2: 295 shares; 2025Q3: 511 shares; 2025Q4: 507 shares 507 $60.2K 0.01% -4 Timeline FNDC 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: 1,353 shares; 2024Q4: 1,370 shares; 2025Q1: 1,321 shares; 2025Q2: 1,317 shares; 2025Q3: 1,605,768 shares; 2025Q4: 1,248 shares 1,248 $60K 0.01% -1,604,520 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: 70 shares; 2024Q4: 71 shares; 2025Q1: 100 shares; 2025Q2: 102 shares; 2025Q3: 184 shares; 2025Q4: 175 shares 175 $59.9K 0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 736 shares 736 $59.6K 0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $59.6K 0.01% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,524 shares; 2025Q1: 2,489 shares; 2025Q2: 2,556 shares; 2025Q3: 2,588 shares; 2025Q4: 2,639 shares 2,639 $59.5K 0.01% +51 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 59 shares; 2025Q1: 125 shares; 2025Q2: 115 shares; 2025Q3: 117 shares; 2025Q4: 124 shares 124 $59.3K 0.01% +7 Timeline FA FIRST ADVANTAGE CORP NEW More: the full row for FIRST ADVANTAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,566 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares; 2025Q4: 4,566 shares 4,566 $58.9K 0.01% 0 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF 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: 796 shares; 2025Q2: 797 shares; 2025Q3: 1,158 shares; 2025Q4: 799 shares 799 $58.8K 0.01% -359 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: not reported; 2025Q1: 361 shares; 2025Q2: 99 shares; 2025Q3: 111 shares; 2025Q4: 2,202 shares 2,202 $58.6K 0.01% +2,091 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: 63 shares; 2024Q4: 84 shares; 2025Q1: 315 shares; 2025Q2: 305 shares; 2025Q3: 354 shares; 2025Q4: 400 shares 400 $58.3K 0.01% +46 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 249 shares; 2025Q2: 208 shares; 2025Q3: 1,198 shares; 2025Q4: 271 shares 271 $57.7K 0.01% -927 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 180 shares; 2025Q2: 492 shares; 2025Q3: 4,264 shares; 2025Q4: 492 shares 492 $56.8K 0.01% -3,772 Timeline SMMD ISHARES TR More: 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: 1,210 shares; 2025Q1: 1,230 shares; 2025Q2: 1,210 shares; 2025Q3: 1,397 shares; 2025Q4: 710 shares 710 $56.7K 0.01% -687 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 38 shares; 2025Q1: 67 shares; 2025Q2: 51 shares; 2025Q3: 102 shares; 2025Q4: 98 shares 98 $56.6K 0.01% -4 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: 5 shares; 2024Q4: 4 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $56.2K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 329 shares; 2025Q1: 396 shares; 2025Q2: 730 shares; 2025Q3: 1,282 shares; 2025Q4: 1,286 shares 1,286 $56.1K 0.01% +4 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,119 shares; 2025Q4: 2,119 shares 2,119 $56.1K 0.01% 0 Timeline FIVA 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: 1,526 shares; 2025Q4: 1,526 shares 1,526 $56K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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 shares; 2025Q3: 89 shares; 2025Q4: 84 shares 84 $55.8K 0.01% -5 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 74 shares; 2025Q1: 145 shares; 2025Q2: 121 shares; 2025Q3: 16 shares; 2025Q4: 328 shares 328 $55.1K 0.01% +312 Timeline FDMO 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: 625 shares; 2025Q4: 625 shares 625 $54.9K 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: 344 shares; 2024Q4: 356 shares; 2025Q1: 776 shares; 2025Q2: 398 shares; 2025Q3: 7 shares; 2025Q4: 982 shares 982 $54.7K 0.01% +975 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,123 shares 2,123 $54.6K 0.01% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,476 shares; 2025Q1: 1,029 shares; 2025Q2: 1,041 shares; 2025Q3: 1,047 shares; 2025Q4: 1,056 shares 1,056 $54.2K 0.01% +9 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 125 shares; 2025Q1: 875 shares; 2025Q2: 878 shares; 2025Q3: 778 shares; 2025Q4: 778 shares 778 $54K 0.01% 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: 88 shares; 2024Q4: 87 shares; 2025Q1: 127 shares; 2025Q2: 128 shares; 2025Q3: 7 shares; 2025Q4: 151 shares 151 $54K 0.01% +144 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 240 shares; 2025Q1: 330 shares; 2025Q2: 334 shares; 2025Q3: 146 shares; 2025Q4: 402 shares 402 $53.8K 0.01% +256 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: 17 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 13 shares; 2025Q3: 100 shares; 2025Q4: 121 shares 121 $53.6K 0.01% +21 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 23 shares; 2025Q3: 72 shares; 2025Q4: 111 shares 111 $53.4K 0.01% +39 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,525 shares; 2025Q1: 1,413 shares; 2025Q2: 4,369 shares; 2025Q3: 3,094 shares; 2025Q4: 3,011 shares 3,011 $53K 0.01% -83 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 1,105 shares; 2025Q2: 1,705 shares; 2025Q3: 1,459 shares; 2025Q4: 1,309 shares 1,309 $52.6K 0.01% -150 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 477 shares; 2025Q1: 509 shares; 2025Q2: 510 shares; 2025Q3: 511 shares; 2025Q4: 512 shares 512 $52.6K 0.01% +1 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 494 shares 494 $52.3K 0.01% -109 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: 13 shares; 2024Q4: 12 shares; 2025Q1: 96 shares; 2025Q2: 157 shares; 2025Q3: 19 shares; 2025Q4: 185 shares 185 $52.2K 0.01% +166 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,143 shares; 2025Q1: 1,001 shares; 2025Q2: 1,015 shares; 2025Q3: 71 shares; 2025Q4: 1,032 shares 1,032 $52K 0.01% +961 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 3,192 shares; 2025Q1: 3,092 shares; 2025Q2: 3,092 shares; 2025Q3: 20 shares; 2025Q4: 3,092 shares 3,092 $51.8K 0.01% +3,072 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: 13 shares; 2024Q4: 16 shares; 2025Q1: 49 shares; 2025Q2: 116 shares; 2025Q3: 236 shares; 2025Q4: 237 shares 237 $51.8K 0.01% +1 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 45 shares; 2025Q4: 44 shares 44 $51.1K 0.01% -1 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: 820 shares; 2025Q4: 820 shares 820 $50.9K 0.01% 0 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares 1,047 $50.2K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 59 shares; 2025Q1: 83 shares; 2025Q2: 94 shares; 2025Q3: 576 shares; 2025Q4: 232 shares 232 $50.1K 0.01% -344 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: 174 shares; 2024Q4: 157 shares; 2025Q1: 177 shares; 2025Q2: 154 shares; 2025Q3: 16 shares; 2025Q4: 172 shares 172 $50.1K 0.01% +156 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 45 shares; 2025Q1: 100 shares; 2025Q2: 106 shares; 2025Q3: 169 shares; 2025Q4: 175 shares 175 $49.9K 0.01% +6 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 61 shares; 2025Q1: 419 shares; 2025Q2: 429 shares; 2025Q3: 481 shares; 2025Q4: 482 shares 482 $49.9K 0.01% +1 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 25 shares; 2025Q1: 74 shares; 2025Q2: 46 shares; 2025Q3: 128 shares; 2025Q4: 197 shares 197 $49.6K 0.01% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: 357 shares 357 $49.5K 0.01% +233 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: 135 shares; 2024Q4: 138 shares; 2025Q1: 310 shares; 2025Q2: 295 shares; 2025Q3: 304 shares; 2025Q4: 277 shares 277 $49.4K 0.01% -27 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 49 shares; 2025Q2: 50 shares; 2025Q3: 344 shares; 2025Q4: 97 shares 97 $49.3K 0.01% -247 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: 49 shares; 2024Q4: 177 shares; 2025Q1: 187 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,303 shares 1,303 $49.1K 0.01% +74 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 111 shares; 2025Q2: 62 shares; 2025Q3: 558 shares; 2025Q4: 512 shares 512 $49K 0.01% -46 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 30 shares; 2025Q1: 308 shares; 2025Q2: 314 shares; 2025Q3: 472 shares; 2025Q4: 753 shares 753 $48.9K 0.01% +281 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 4 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 30 shares; 2025Q4: 1,216 shares 1,216 $48.8K 0.01% +1,186 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: 49 shares; 2024Q4: 54 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 66 shares; 2025Q4: 104 shares 104 $48.8K 0.01% +38 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: 222 shares; 2024Q4: 250 shares; 2025Q1: 493 shares; 2025Q2: 265 shares; 2025Q3: 747 shares; 2025Q4: 513 shares 513 $48.8K 0.01% -234 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 142 shares; 2025Q2: 144 shares; 2025Q3: 166 shares; 2025Q4: 183 shares 183 $48.5K 0.01% +17 Timeline IGIB ISHARES TR More: 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: 21 shares; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: 897 shares 897 $48.4K 0.01% 0 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: 37 shares; 2024Q4: 35 shares; 2025Q1: 47 shares; 2025Q2: 46 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $48.2K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 45 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: 177 shares; 2025Q4: 137 shares 137 $48.1K 0.01% -40 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 495 shares; 2025Q1: 512 shares; 2025Q2: 516 shares; 2025Q3: 442 shares; 2025Q4: 457 shares 457 $48.1K 0.01% +15 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: 108 shares; 2024Q4: 111 shares; 2025Q1: 167 shares; 2025Q2: 134 shares; 2025Q3: 363 shares; 2025Q4: 211 shares 211 $48.1K 0.01% -152 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 91 shares; 2025Q1: 117 shares; 2025Q2: 135 shares; 2025Q3: 151 shares; 2025Q4: 152 shares 152 $47.8K 0.01% +1 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: 127 shares; 2024Q4: 132 shares; 2025Q1: 202 shares; 2025Q2: 229 shares; 2025Q3: 56 shares; 2025Q4: 458 shares 458 $47.5K 0.01% +402 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: 115 shares; 2024Q4: 79 shares; 2025Q1: 119 shares; 2025Q2: 168 shares; 2025Q3: 2 shares; 2025Q4: 321 shares 321 $47.5K 0.01% +319 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 65 shares; 2025Q2: 30 shares; 2025Q3: 212 shares; 2025Q4: 128 shares 128 $47.4K 0.01% -84 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: 110 shares; 2025Q3: 110 shares; 2025Q4: 816 shares 816 $47.4K 0.01% +706 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares 1,854 $47K 0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 187 shares; 2025Q1: 494 shares; 2025Q2: 353 shares; 2025Q3: 87 shares; 2025Q4: 969 shares 969 $46.5K 0.01% +882 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 246 shares; 2025Q4: 250 shares 250 $46.2K 0.01% +4 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: 536 shares; 2024Q4: 501 shares; 2025Q1: 672 shares; 2025Q2: 580 shares; 2025Q3: 135 shares; 2025Q4: 302 shares 302 $46.2K 0.01% +167 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 62 shares; 2025Q1: 113 shares; 2025Q2: 67 shares; 2025Q3: 50 shares; 2025Q4: 248 shares 248 $46.1K 0.01% +198 Timeline RINF 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: 2,006 shares; 2024Q4: 2,032 shares; 2025Q1: 1,375 shares; 2025Q2: 1,386 shares; 2025Q3: 250 shares; 2025Q4: 1,418 shares 1,418 $46.1K 0.01% +1,168 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: 1,513 shares; 2024Q4: 1,381 shares; 2025Q1: 1,340 shares; 2025Q2: 1,366 shares; 2025Q3: 272 shares; 2025Q4: 1,113 shares 1,113 $45.9K 0.01% +841 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $45.4K 0.01% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,256 shares; 2025Q1: 1,130 shares; 2025Q2: 1,175 shares; 2025Q3: 1,221 shares; 2025Q4: 1,105 shares 1,105 $45.1K 0.01% -116 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: not reported; 2025Q3: 586 shares; 2025Q4: 378 shares 378 $45K 0.01% -208 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 519 shares; 2025Q1: 884 shares; 2025Q2: 845 shares; 2025Q3: 865 shares; 2025Q4: 779 shares 779 $45K 0.01% -86 Timeline FELG 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: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares 1,082 $44.9K 0.01% 0 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: 192 shares; 2024Q4: 208 shares; 2025Q1: 363 shares; 2025Q2: 286 shares; 2025Q3: 499 shares; 2025Q4: 384 shares 384 $44.8K 0.01% -115 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 36 shares; 2025Q1: 75 shares; 2025Q2: 77 shares; 2025Q3: 94 shares; 2025Q4: 243 shares 243 $44.7K 0.01% +149 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 376 shares; 2025Q4: 1,526 shares 1,526 $43.8K 0.01% +1,150 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: 65 shares; 2024Q4: 49 shares; 2025Q1: 112 shares; 2025Q2: 100 shares; 2025Q3: 133 shares; 2025Q4: 146 shares 146 $43.7K 0.01% +13 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,729 shares; 2025Q1: 3,729 shares; 2025Q2: 3,729 shares; 2025Q3: 3,589 shares; 2025Q4: 3,729 shares 3,729 $43.4K 0.01% +140 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 260 shares; 2025Q1: 282 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 498 shares 498 $43.3K 0.01% +117 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 865 shares; 2025Q1: 854 shares; 2025Q2: 869 shares; 2025Q3: 872 shares; 2025Q4: 911 shares 911 $43.2K 0.01% +39 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 27 shares; 2025Q4: 19 shares 19 $43.1K 0.01% -8 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 269 shares; 2025Q1: 509 shares; 2025Q2: 564 shares; 2025Q3: 1,597 shares; 2025Q4: 1,701 shares 1,701 $42.8K 0.01% +104 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 8 shares; 2025Q4: 3,445 shares 3,445 $42.7K 0.01% +3,437 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: 92 shares; 2024Q4: 82 shares; 2025Q1: 105 shares; 2025Q2: 115 shares; 2025Q3: 88 shares; 2025Q4: 192 shares 192 $42.6K 0.01% +104 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,819 shares; 2025Q4: 1,700 shares 1,700 $42.4K 0.01% -119 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 262 shares; 2025Q1: 266 shares; 2025Q2: 276 shares; 2025Q3: 39 shares; 2025Q4: 264 shares 264 $41.8K 0.01% +225 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 904 shares; 2025Q4: 115 shares 115 $41.3K 0.01% -789 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: 117 shares; 2024Q4: 121 shares; 2025Q1: 115 shares; 2025Q2: 176 shares; 2025Q3: 159 shares; 2025Q4: 247 shares 247 $41.1K 0.01% +88 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 19 shares; 2025Q2: 11 shares; 2025Q3: 65 shares; 2025Q4: 66 shares 66 $40.6K 0.01% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 31 shares; 2025Q1: 67 shares; 2025Q2: 49 shares; 2025Q3: 392 shares; 2025Q4: 77 shares 77 $40.4K 0.01% -315 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: 81 shares; 2024Q4: 88 shares; 2025Q1: 95 shares; 2025Q2: 122 shares; 2025Q3: 250 shares; 2025Q4: 290 shares 290 $40.3K 0.01% +40 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 78 shares; 2025Q1: 117 shares; 2025Q2: 198 shares; 2025Q3: 154 shares; 2025Q4: 428 shares 428 $40.1K 0.01% +274 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 985 shares; 2025Q1: 764 shares; 2025Q2: 771 shares; 2025Q3: 775 shares; 2025Q4: 780 shares 780 $39.9K 0.01% +5 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 187 shares; 2025Q1: 222 shares; 2025Q2: 348 shares; 2025Q3: 1,242 shares; 2025Q4: 640 shares 640 $39.8K 0.01% -602 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: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 81 shares 81 $39.8K 0.01% +12 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 598 shares; 2025Q1: 616 shares; 2025Q2: 628 shares; 2025Q3: 14 shares; 2025Q4: 1,247 shares 1,247 $39.7K 0.01% +1,233 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 785 shares; 2025Q2: 674 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares 1,332 $39.4K 0.01% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 153 shares 153 $39.1K 0.01% +1 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 43 shares; 2025Q1: 164 shares; 2025Q2: 181 shares; 2025Q3: 183 shares; 2025Q4: 191 shares 191 $39K 0.01% +8 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: 129 shares; 2024Q4: 128 shares; 2025Q1: 193 shares; 2025Q2: 126 shares; 2025Q3: 8 shares; 2025Q4: 176 shares 176 $39K 0.01% +168 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 133 shares; 2025Q1: 433 shares; 2025Q2: 243 shares; 2025Q3: 534 shares; 2025Q4: 523 shares 523 $39K 0.01% -11 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: 92 shares; 2024Q4: 77 shares; 2025Q1: 173 shares; 2025Q2: 124 shares; 2025Q3: 239 shares; 2025Q4: 258 shares 258 $38.7K 0.01% +19 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: 37 shares; 2024Q4: 42 shares; 2025Q1: 101 shares; 2025Q2: 98 shares; 2025Q3: 137 shares; 2025Q4: 116 shares 116 $38.7K 0.01% -21 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: 25 shares; 2024Q4: 21 shares; 2025Q1: 92 shares; 2025Q2: 110 shares; 2025Q3: 251 shares; 2025Q4: 216 shares 216 $38.3K 0.01% -35 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: 59 shares; 2024Q4: 80 shares; 2025Q1: 83 shares; 2025Q2: 92 shares; 2025Q3: 127 shares; 2025Q4: 175 shares 175 $38.3K 0.01% +48 Timeline GNR 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: 504 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 526 shares; 2025Q3: 79 shares; 2025Q4: 534 shares 534 $37.9K 0.01% +455 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 92 shares; 2025Q1: 121 shares; 2025Q2: 130 shares; 2025Q3: 469 shares; 2025Q4: 231 shares 231 $37.8K 0.01% -238 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 695 shares 695 $37.6K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 324 shares; 2025Q2: 344 shares; 2025Q3: 10 shares; 2025Q4: 354 shares 354 $37.1K 0.01% +344 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 536 shares 536 $37.1K 0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 303 shares 303 $36.6K 0.01% +3 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 65 shares; 2025Q1: 108 shares; 2025Q2: 72 shares; 2025Q3: 201 shares; 2025Q4: 202 shares 202 $36.5K 0.01% +1 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 293 shares; 2025Q1: 490 shares; 2025Q2: 491 shares; 2025Q3: 492 shares; 2025Q4: 441 shares 441 $36.5K 0.01% -51 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 159 shares; 2025Q1: 313 shares; 2025Q2: 230 shares; 2025Q3: 8,000 shares; 2025Q4: 259 shares 259 $36.4K 0.01% -7,741 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 55 shares; 2025Q2: 45 shares; 2025Q3: 92 shares; 2025Q4: 343 shares 343 $36.4K 0.01% +251 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: 110 shares; 2024Q4: 103 shares; 2025Q1: 132 shares; 2025Q2: 116 shares; 2025Q3: 139 shares; 2025Q4: 166 shares 166 $36.2K 0.01% +27 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 43 shares; 2025Q1: 184 shares; 2025Q2: 73 shares; 2025Q3: 384 shares; 2025Q4: 384 shares 384 $36.2K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 89 shares; 2025Q1: 125 shares; 2025Q2: 112 shares; 2025Q3: 268 shares; 2025Q4: 294 shares 294 $36K 0.01% +26 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: 89 shares; 2024Q4: 53 shares; 2025Q1: 127 shares; 2025Q2: 182 shares; 2025Q3: 66 shares; 2025Q4: 272 shares 272 $35.9K 0.01% +206 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: 133 shares; 2024Q4: 140 shares; 2025Q1: 1,180 shares; 2025Q2: 212 shares; 2025Q3: 336 shares; 2025Q4: 344 shares 344 $35.9K 0.01% +8 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: 43 shares; 2024Q4: 45 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $35.8K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 872 shares; 2025Q1: 1,090 shares; 2025Q2: 1,689 shares; 2025Q3: 2,431 shares; 2025Q4: 2,804 shares 2,804 $35.6K 0.01% +373 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: 94 shares; 2024Q4: 170 shares; 2025Q1: 181 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 591 shares 591 $35.6K 0.01% +346 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: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 24 shares; 2025Q3: 10 shares; 2025Q4: 282 shares 282 $35.5K 0.01% +272 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares 202 $35.2K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 122 shares; 2025Q1: 378 shares; 2025Q2: 163 shares; 2025Q3: 498 shares; 2025Q4: 489 shares 489 $35.1K 0.01% -9 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 91 shares; 2025Q1: 147 shares; 2025Q2: 119 shares; 2025Q3: 272 shares; 2025Q4: 203 shares 203 $35K 0.01% -69 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: 201 shares; 2024Q4: 199 shares; 2025Q1: 249 shares; 2025Q2: 316 shares; 2025Q3: 541 shares; 2025Q4: 371 shares 371 $34.8K 0.01% -170 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: 617 shares; 2024Q4: 129 shares; 2025Q1: 158 shares; 2025Q2: 92 shares; 2025Q3: 2,388 shares; 2025Q4: 116 shares 116 $34.7K 0.01% -2,272 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 257 shares; 2025Q1: 227 shares; 2025Q2: 528 shares; 2025Q3: 95 shares; 2025Q4: 524 shares 524 $34.5K 0.01% +429 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: 124 shares; 2024Q4: 129 shares; 2025Q1: 248 shares; 2025Q2: 199 shares; 2025Q3: 214 shares; 2025Q4: 221 shares 221 $34.4K 0.01% +7 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 116 shares; 2025Q1: 197 shares; 2025Q2: 179 shares; 2025Q3: 195 shares; 2025Q4: 199 shares 199 $33.7K 0.01% +4 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: 655 shares; 2024Q4: 787 shares; 2025Q1: 1,131 shares; 2025Q2: 975 shares; 2025Q3: 1,015 shares; 2025Q4: 617 shares 617 $33.7K 0.01% -398 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 61 shares; 2025Q2: 57 shares; 2025Q3: 2 shares; 2025Q4: 80 shares 80 $33.5K 0.01% +78 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 866 shares; 2025Q3: 49 shares; 2025Q4: 1,592 shares 1,592 $33.4K 0.01% +1,543 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: 97 shares; 2024Q4: 117 shares; 2025Q1: 144 shares; 2025Q2: 156 shares; 2025Q3: 2 shares; 2025Q4: 277 shares 277 $33.3K 0.01% +275 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 34 shares; 2025Q2: 42 shares; 2025Q3: 492 shares; 2025Q4: 95 shares 95 $33.2K 0.01% -397 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: 34 shares; 2024Q4: 29 shares; 2025Q1: 37 shares; 2025Q2: 28 shares; 2025Q3: 73 shares; 2025Q4: 51 shares 51 $33.2K 0.01% -22 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 548 shares; 2025Q1: 829 shares; 2025Q2: 474 shares; 2025Q3: 730 shares; 2025Q4: 813 shares 813 $33K 0.01% +83 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 127 shares; 2025Q1: 254 shares; 2025Q2: 258 shares; 2025Q3: 259 shares; 2025Q4: 336 shares 336 $33K 0.01% +77 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 468 shares; 2025Q1: 533 shares; 2025Q2: 487 shares; 2025Q3: 589 shares; 2025Q4: 541 shares 541 $32.7K 0.01% -48 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 342 shares; 2025Q3: 4,124 shares; 2025Q4: 325 shares 325 $32.7K 0.01% -3,799 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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 shares; 2025Q2: 3 shares; 2025Q3: 519 shares; 2025Q4: 124 shares 124 $32.7K 0.01% -395 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 103 shares; 2025Q1: 120 shares; 2025Q2: 99 shares; 2025Q3: 103 shares; 2025Q4: 149 shares 149 $32.6K 0.01% +46 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 573 shares; 2025Q2: 581 shares; 2025Q3: 708 shares; 2025Q4: 724 shares 724 $32.4K 0.01% +16 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: 42 shares; 2024Q4: 56 shares; 2025Q1: 131 shares; 2025Q2: 116 shares; 2025Q3: 118 shares; 2025Q4: 135 shares 135 $32.4K 0.01% +17 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: 391 shares; 2025Q3: 256 shares; 2025Q4: 446 shares 446 $32.3K 0.01% +190 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: 421 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 356 shares; 2025Q3: 404 shares; 2025Q4: 341 shares 341 $32.2K 0.01% -63 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 605 shares; 2025Q1: 612 shares; 2025Q2: 619 shares; 2025Q3: 627 shares; 2025Q4: 633 shares 633 $32.1K 0.01% +6 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: 31 shares; 2024Q4: 28 shares; 2025Q1: 85 shares; 2025Q2: 81 shares; 2025Q3: 93 shares; 2025Q4: 100 shares 100 $32K <0.01% +7 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 42 shares; 2025Q2: 32 shares; 2025Q3: 45 shares; 2025Q4: 39 shares 39 $31.8K <0.01% -6 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 194 shares; 2025Q1: 290 shares; 2025Q2: 250 shares; 2025Q3: 169 shares; 2025Q4: 389 shares 389 $31.6K <0.01% +220 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 591 shares; 2025Q1: 580 shares; 2025Q2: 521 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $31.6K <0.01% 0 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: 215 shares; 2024Q4: 233 shares; 2025Q1: 269 shares; 2025Q2: 491 shares; 2025Q3: 10 shares; 2025Q4: 518 shares 518 $31.4K <0.01% +508 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 29 shares; 2025Q1: 593 shares; 2025Q2: 619 shares; 2025Q3: 1,554 shares; 2025Q4: 1,546 shares 1,546 $31.4K <0.01% -8 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 11 shares; 2025Q3: 173 shares; 2025Q4: 172 shares 172 $31.4K <0.01% -1 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 554 shares; 2025Q1: 593 shares; 2025Q2: 602 shares; 2025Q3: 610 shares; 2025Q4: 616 shares 616 $31.3K <0.01% +6 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: 13 shares; 2024Q4: 15 shares; 2025Q1: 302 shares; 2025Q2: 363 shares; 2025Q3: 364 shares; 2025Q4: 366 shares 366 $31.1K <0.01% +2 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME 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: 20 shares; 2025Q4: 6,279 shares 6,279 $31.1K <0.01% +6,259 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 5 shares; 2025Q4: 741 shares 741 $31.1K <0.01% +736 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL 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: 2 shares; 2025Q2: 5 shares; 2025Q3: 55 shares; 2025Q4: 106 shares 106 $30.9K <0.01% +51 Timeline FLRN 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: 1,000 shares; 2025Q3: 188 shares; 2025Q4: 1,000 shares 1,000 $30.8K <0.01% +812 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 16 shares; 2025Q1: 99 shares; 2025Q2: 84 shares; 2025Q3: 28 shares; 2025Q4: 296 shares 296 $30.4K <0.01% +268 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: 127 shares; 2024Q4: 131 shares; 2025Q1: 189 shares; 2025Q2: 135 shares; 2025Q3: 11 shares; 2025Q4: 275 shares 275 $30.3K <0.01% +264 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 70 shares; 2025Q3: 29 shares; 2025Q4: 1,609 shares 1,609 $30.2K <0.01% +1,580 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 16 shares; 2025Q1: 60 shares; 2025Q2: 51 shares; 2025Q3: 124 shares; 2025Q4: 59 shares 59 $30.2K <0.01% -65 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: 121 shares; 2024Q4: 54 shares; 2025Q1: 91 shares; 2025Q2: 102 shares; 2025Q3: 5 shares; 2025Q4: 139 shares 139 $30.1K <0.01% +134 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 79 shares; 2025Q2: 74 shares; 2025Q3: 26 shares; 2025Q4: 115 shares 115 $30K <0.01% +89 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: 110 shares; 2024Q4: 119 shares; 2025Q1: 405 shares; 2025Q2: 160 shares; 2025Q3: 144 shares; 2025Q4: 138 shares 138 $29.8K <0.01% -6 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 688 shares; 2025Q1: 612 shares; 2025Q2: 551 shares; 2025Q3: 325 shares; 2025Q4: 318 shares 318 $29.8K <0.01% -7 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 95 shares; 2025Q2: 10 shares; 2025Q3: 1,521 shares; 2025Q4: 143 shares 143 $29.6K <0.01% -1,378 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 31 shares; 2025Q2: 6 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $29.6K <0.01% 0 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: 578 shares; 2024Q4: 568 shares; 2025Q1: 579 shares; 2025Q2: 571 shares; 2025Q3: 632 shares; 2025Q4: 199 shares 199 $29.5K <0.01% -433 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 225 shares; 2025Q2: 95 shares; 2025Q3: 367 shares; 2025Q4: 368 shares 368 $29.5K <0.01% +1 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 79 shares; 2025Q2: 44 shares; 2025Q3: 197 shares; 2025Q4: 198 shares 198 $29.4K <0.01% +1 Timeline MLN 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: 1,022 shares; 2025Q4: 1,674 shares 1,674 $29.4K <0.01% +652 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: 743 shares; 2024Q4: 598 shares; 2025Q1: 1,220 shares; 2025Q2: 164 shares; 2025Q3: 443 shares; 2025Q4: 334 shares 334 $29.2K <0.01% -109 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,578 shares 1,578 $29.2K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 980 shares; 2025Q1: 977 shares; 2025Q2: 906 shares; 2025Q3: 1,274 shares; 2025Q4: 1,615 shares 1,615 $29K <0.01% +341 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 19 shares; 2025Q4: 19 shares 19 $29K <0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME 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: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $29K <0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 7 shares; 2025Q3: 100 shares; 2025Q4: 416 shares 416 $29K <0.01% +316 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 30 shares; 2025Q2: 30 shares; 2025Q3: 13 shares; 2025Q4: 388 shares 388 $28.8K <0.01% +375 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 139 shares; 2025Q2: 21 shares; 2025Q3: 294 shares; 2025Q4: 342 shares 342 $28.8K <0.01% +48 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 1,024 shares 1,024 $28.8K <0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 94 shares; 2025Q3: 450 shares; 2025Q4: 457 shares 457 $28.7K <0.01% +7 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 85 shares; 2025Q2: 88 shares; 2025Q3: 175 shares; 2025Q4: 91 shares 91 $28.6K <0.01% -84 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 105 shares; 2025Q2: 53 shares; 2025Q3: 336 shares; 2025Q4: 336 shares 336 $28.6K <0.01% 0 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: 66 shares; 2024Q4: 64 shares; 2025Q1: 79 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 70 shares 70 $28.4K <0.01% +8 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228 shares 228 $28.2K <0.01% new Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 58 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 198 shares 198 $28.1K <0.01% +188 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: 54 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 211 shares 211 $28.1K <0.01% -296 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 17 shares; 2025Q2: not reported; 2025Q3: 14,606 shares; 2025Q4: 63 shares 63 $28K <0.01% -14,543 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: 53 shares; 2024Q4: 54 shares; 2025Q1: 384 shares; 2025Q2: 63 shares; 2025Q3: 181 shares; 2025Q4: 184 shares 184 $28K <0.01% +3 Timeline