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: 136,254 shares; 2024Q4: 134,236 shares; 2025Q1: 134,751 shares; 2025Q2: 131,950 shares; 2025Q3: 138,230 shares; 2025Q4: 133,588 shares 133,588 $91.1M 6.23% -4,642 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: 232,665 shares; 2024Q4: 240,458 shares; 2025Q1: 219,596 shares; 2025Q2: 223,612 shares; 2025Q3: 232,384 shares; 2025Q4: 269,652 shares 269,652 $73.3M 5.01% +37,268 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: 75,051 shares; 2024Q4: 79,915 shares; 2025Q1: 78,445 shares; 2025Q2: 76,010 shares; 2025Q3: 74,047 shares; 2025Q4: 73,685 shares 73,685 $50.5M 3.45% -362 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: 65,630 shares; 2024Q4: 68,906 shares; 2025Q1: 72,077 shares; 2025Q2: 90,702 shares; 2025Q3: 92,423 shares; 2025Q4: 98,751 shares 98,751 $47.8M 3.26% +6,328 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: 939,339 shares; 2024Q4: 919,572 shares; 2025Q1: 678,085 shares; 2025Q2: 631,626 shares; 2025Q3: 632,602 shares; 2025Q4: 232,964 shares 232,964 $43.4M 2.97% -399,638 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,330 shares; 2024Q4: 185,221 shares; 2025Q1: 240,318 shares; 2025Q2: 277,639 shares; 2025Q3: 316,587 shares; 2025Q4: 438,916 shares 438,916 $36.2M 2.47% +122,329 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: 460,310 shares; 2024Q4: 1,380,295 shares; 2025Q1: 1,357,222 shares; 2025Q2: 1,331,049 shares; 2025Q3: 1,319,775 shares; 2025Q4: 1,271,769 shares 1,271,769 $34.2M 2.34% -48,006 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: 93,766 shares; 2024Q4: 93,342 shares; 2025Q1: 86,562 shares; 2025Q2: 92,494 shares; 2025Q3: 91,877 shares; 2025Q4: 91,031 shares 91,031 $31.5M 2.15% -846 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: 64,820 shares; 2024Q4: 73,985 shares; 2025Q1: 79,951 shares; 2025Q2: 94,624 shares; 2025Q3: 95,875 shares; 2025Q4: 96,758 shares 96,758 $30.3M 2.07% +883 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: 36,053 shares; 2024Q4: 37,183 shares; 2025Q1: 37,251 shares; 2025Q2: 37,725 shares; 2025Q3: 38,613 shares; 2025Q4: 37,947 shares 37,947 $23.8M 1.63% -666 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 277,268 shares; 2025Q2: 278,667 shares; 2025Q3: 286,434 shares; 2025Q4: 302,577 shares 302,577 $23.6M 1.61% +16,143 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: 61,835 shares; 2024Q4: 61,524 shares; 2025Q1: 58,406 shares; 2025Q2: 64,881 shares; 2025Q3: 63,390 shares; 2025Q4: 61,980 shares 61,980 $23.1M 1.58% -1,410 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: 78,239 shares; 2024Q4: 80,186 shares; 2025Q1: 81,174 shares; 2025Q2: 85,807 shares; 2025Q3: 87,905 shares; 2025Q4: 93,394 shares 93,394 $21.6M 1.47% +5,489 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: 367,024 shares; 2024Q4: 352,840 shares; 2025Q1: 336,577 shares; 2025Q2: 318,293 shares; 2025Q3: 312,087 shares; 2025Q4: 306,733 shares 306,733 $20.6M 1.41% -5,354 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: 60,444 shares; 2024Q4: 62,192 shares; 2025Q1: 60,359 shares; 2025Q2: 61,564 shares; 2025Q3: 61,253 shares; 2025Q4: 62,043 shares 62,043 $20M 1.37% +790 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: 61,269 shares; 2024Q4: 62,109 shares; 2025Q1: 62,258 shares; 2025Q2: 62,056 shares; 2025Q3: 58,594 shares; 2025Q4: 58,644 shares 58,644 $19.7M 1.34% +50 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: 34,785 shares; 2024Q4: 34,902 shares; 2025Q1: 33,489 shares; 2025Q2: 35,012 shares; 2025Q3: 35,174 shares; 2025Q4: 34,669 shares 34,669 $17.7M 1.21% -505 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: 645,733 shares; 2024Q4: 688,175 shares; 2025Q1: 488,530 shares; 2025Q2: 555,983 shares; 2025Q3: 558,965 shares; 2025Q4: 173,673 shares 173,673 $17.3M 1.19% -385,292 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: 67,657 shares; 2024Q4: 68,784 shares; 2025Q1: 65,733 shares; 2025Q2: 67,304 shares; 2025Q3: 67,582 shares; 2025Q4: 69,619 shares 69,619 $15.9M 1.09% +2,037 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: 13,994 shares; 2024Q4: 41,886 shares; 2025Q1: 89,516 shares; 2025Q2: 126,303 shares; 2025Q3: 161,452 shares; 2025Q4: 194,179 shares 194,179 $15.6M 1.06% +32,727 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: 346,634 shares; 2024Q4: 253,725 shares; 2025Q1: 271,412 shares; 2025Q2: 277,333 shares; 2025Q3: 280,195 shares; 2025Q4: 282,472 shares 282,472 $15.5M 1.06% +2,277 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: 42,889 shares; 2024Q4: 47,789 shares; 2025Q1: 306,769 shares; 2025Q2: 301,397 shares; 2025Q3: 312,111 shares; 2025Q4: 330,234 shares 330,234 $15.2M 1.04% +18,123 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: 12,563 shares; 2024Q4: 12,648 shares; 2025Q1: 12,533 shares; 2025Q2: 12,661 shares; 2025Q3: 12,790 shares; 2025Q4: 13,113 shares 13,113 $14.1M 0.96% +323 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: 18,922 shares; 2024Q4: 19,290 shares; 2025Q1: 18,113 shares; 2025Q2: 18,995 shares; 2025Q3: 19,458 shares; 2025Q4: 20,944 shares 20,944 $13.8M 0.95% +1,486 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: 116,043 shares; 2024Q4: 175,523 shares; 2025Q1: 178,919 shares; 2025Q2: 185,014 shares; 2025Q3: 194,296 shares; 2025Q4: 204,580 shares 204,580 $13.8M 0.94% +10,284 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: 37,403 shares; 2024Q4: 29,345 shares; 2025Q1: 32,071 shares; 2025Q2: 32,385 shares; 2025Q3: 32,401 shares; 2025Q4: 39,025 shares 39,025 $13.4M 0.92% +6,624 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,348 shares; 2025Q1: 88,132 shares; 2025Q2: 93,526 shares; 2025Q3: 96,174 shares; 2025Q4: 97,904 shares 97,904 $13M 0.89% +1,730 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,132 shares; 2024Q4: 357,215 shares; 2025Q1: 373,114 shares; 2025Q2: 363,924 shares; 2025Q3: 352,748 shares; 2025Q4: 352,981 shares 352,981 $13M 0.89% +233 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: 82,500 shares; 2024Q4: 84,545 shares; 2025Q1: 96,548 shares; 2025Q2: 99,546 shares; 2025Q3: 101,691 shares; 2025Q4: 104,082 shares 104,082 $12.5M 0.86% +2,391 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,715 shares; 2024Q4: 28,737 shares; 2025Q1: 28,915 shares; 2025Q2: 55,748 shares; 2025Q3: 56,540 shares; 2025Q4: 80,823 shares 80,823 $12.5M 0.85% +24,283 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: 22,126 shares; 2024Q4: 22,432 shares; 2025Q1: 21,420 shares; 2025Q2: 22,069 shares; 2025Q3: 22,867 shares; 2025Q4: 24,374 shares 24,374 $12.3M 0.84% +1,507 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: 64,367 shares; 2024Q4: 65,647 shares; 2025Q1: 65,596 shares; 2025Q2: 67,492 shares; 2025Q3: 68,625 shares; 2025Q4: 96,096 shares 96,096 $12M 0.82% +27,471 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: 12,944 shares; 2024Q4: 13,307 shares; 2025Q1: 18,891 shares; 2025Q2: 31,707 shares; 2025Q3: 32,390 shares; 2025Q4: 34,755 shares 34,755 $11.4M 0.78% +2,365 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,491 shares; 2024Q4: 185,920 shares; 2025Q1: 169,325 shares; 2025Q2: 171,441 shares; 2025Q3: 175,784 shares; 2025Q4: 179,065 shares 179,065 $10.8M 0.74% +3,281 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,320 shares; 2024Q4: 46,241 shares; 2025Q1: 44,610 shares; 2025Q2: 44,870 shares; 2025Q3: 44,524 shares; 2025Q4: 44,587 shares 44,587 $10.7M 0.73% +63 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: 60,440 shares; 2024Q4: 58,091 shares; 2025Q1: 41,161 shares; 2025Q2: 38,917 shares; 2025Q3: 38,131 shares; 2025Q4: 73,531 shares 73,531 $10.6M 0.72% +35,400 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,746 shares; 2025Q1: 2,281 shares; 2025Q2: 36,511 shares; 2025Q3: 37,644 shares; 2025Q4: 40,051 shares 40,051 $10.3M 0.7% +2,407 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: 39,345 shares; 2024Q4: 26,972 shares; 2025Q1: 26,408 shares; 2025Q2: 27,506 shares; 2025Q3: 28,110 shares; 2025Q4: 29,049 shares 29,049 $10.2M 0.7% +939 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: 52,977 shares; 2024Q4: 24,101 shares; 2025Q1: 23,435 shares; 2025Q2: 24,990 shares; 2025Q3: 43,879 shares; 2025Q4: 45,054 shares 45,054 $9.32M 0.64% +1,175 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,478 shares; 2025Q1: 20,417 shares; 2025Q2: 20,930 shares; 2025Q3: 21,095 shares; 2025Q4: 21,716 shares 21,716 $9.05M 0.62% +621 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: 15,495 shares; 2024Q4: 10,176 shares; 2025Q1: 25,964 shares; 2025Q2: 26,922 shares; 2025Q3: 27,633 shares; 2025Q4: 27,834 shares 27,834 $8.87M 0.61% +201 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: 87,695 shares; 2024Q4: 90,126 shares; 2025Q1: 81,186 shares; 2025Q2: 82,879 shares; 2025Q3: 84,146 shares; 2025Q4: 153,130 shares 153,130 $8.83M 0.6% +68,984 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: 53,264 shares; 2024Q4: 55,150 shares; 2025Q1: 57,087 shares; 2025Q2: 59,251 shares; 2025Q3: 59,649 shares; 2025Q4: 61,129 shares 61,129 $8.76M 0.6% +1,480 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,719 shares; 2024Q4: 25,774 shares; 2025Q1: 13,219 shares; 2025Q2: 6,415 shares; 2025Q3: 6,276 shares; 2025Q4: 35,529 shares 35,529 $8.75M 0.6% +29,253 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: 46,981 shares; 2024Q4: 48,629 shares; 2025Q1: 54,316 shares; 2025Q2: 54,672 shares; 2025Q3: 55,756 shares; 2025Q4: 57,151 shares 57,151 $8.71M 0.6% +1,395 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: 92,990 shares; 2024Q4: 96,068 shares; 2025Q1: 90,635 shares; 2025Q2: 91,413 shares; 2025Q3: 94,366 shares; 2025Q4: 95,956 shares 95,956 $8.37M 0.57% +1,590 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: 72,483 shares; 2024Q4: 72,221 shares; 2025Q1: 78,311 shares; 2025Q2: 80,371 shares; 2025Q3: 83,057 shares; 2025Q4: 57,358 shares 57,358 $8.23M 0.56% -25,699 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: 13,689 shares; 2025Q3: 14,405 shares; 2025Q4: 16,779 shares 16,779 $8.19M 0.56% +2,374 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: 56,106 shares; 2024Q4: 58,437 shares; 2025Q1: 67,132 shares; 2025Q2: 69,061 shares; 2025Q3: 69,926 shares; 2025Q4: 71,844 shares 71,844 $8.11M 0.55% +1,918 Timeline DEM 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: 189,150 shares; 2024Q4: 180,653 shares; 2025Q1: 176,851 shares; 2025Q2: 170,458 shares; 2025Q3: 173,047 shares; 2025Q4: 171,208 shares 171,208 $8M 0.55% -1,839 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: 23,315 shares; 2024Q4: 23,611 shares; 2025Q1: 29,678 shares; 2025Q2: 29,947 shares; 2025Q3: 30,207 shares; 2025Q4: 30,870 shares 30,870 $7.94M 0.54% +663 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: 24,012 shares; 2024Q4: 24,645 shares; 2025Q1: 24,822 shares; 2025Q2: 24,995 shares; 2025Q3: 25,210 shares; 2025Q4: 25,848 shares 25,848 $7.9M 0.54% +638 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: not reported; 2024Q4: not reported; 2025Q1: 97,176 shares; 2025Q2: 103,146 shares; 2025Q3: 109,918 shares; 2025Q4: 129,753 shares 129,753 $7.89M 0.54% +19,835 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: 99,158 shares; 2024Q4: 61,207 shares; 2025Q1: 64,834 shares; 2025Q2: 67,438 shares; 2025Q3: 68,887 shares; 2025Q4: 70,436 shares 70,436 $7.85M 0.54% +1,549 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: 30,334 shares; 2024Q4: 31,788 shares; 2025Q1: 36,115 shares; 2025Q2: 38,213 shares; 2025Q3: 38,769 shares; 2025Q4: 44,355 shares 44,355 $7.59M 0.52% +5,586 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: 9,228 shares; 2024Q4: 9,113 shares; 2025Q1: 8,216 shares; 2025Q2: 8,550 shares; 2025Q3: 8,564 shares; 2025Q4: 8,620 shares 8,620 $7.58M 0.52% +56 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: 25,852 shares; 2024Q4: 26,066 shares; 2025Q1: 29,361 shares; 2025Q2: 29,294 shares; 2025Q3: 29,647 shares; 2025Q4: 30,634 shares 30,634 $7.39M 0.51% +987 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: not reported; 2025Q3: not reported; 2025Q4: 219,589 shares 219,589 $7.31M 0.5% new 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: 56,244 shares; 2024Q4: 56,391 shares; 2025Q1: 61,235 shares; 2025Q2: 84,266 shares; 2025Q3: 86,021 shares; 2025Q4: 87,234 shares 87,234 $7.13M 0.49% +1,213 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,102 shares; 2025Q1: not reported; 2025Q2: 31,325 shares; 2025Q3: 46,411 shares; 2025Q4: 45,770 shares 45,770 $7.1M 0.49% -641 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,018 shares; 2024Q4: 126,063 shares; 2025Q1: 137,654 shares; 2025Q2: 140,243 shares; 2025Q3: 140,041 shares; 2025Q4: 141,802 shares 141,802 $6.98M 0.48% +1,761 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: 16,076 shares; 2024Q4: 17,029 shares; 2025Q1: 17,619 shares; 2025Q2: 19,147 shares; 2025Q3: 19,982 shares; 2025Q4: 21,453 shares 21,453 $6.73M 0.46% +1,471 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,327 shares; 2025Q2: 132,098 shares; 2025Q3: 137,261 shares; 2025Q4: 145,261 shares 145,261 $6.64M 0.45% +8,000 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 5,954 shares; 2025Q2: 6,150 shares; 2025Q3: 6,134 shares; 2025Q4: 6,157 shares 6,157 $6.59M 0.45% +23 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,233 shares; 2025Q2: 113,549 shares; 2025Q3: 117,977 shares; 2025Q4: 125,436 shares 125,436 $6.53M 0.45% +7,459 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: 822 shares; 2024Q4: 729 shares; 2025Q1: 534 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 12,419 shares 12,419 $6.49M 0.44% +11,842 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: 55,902 shares; 2024Q4: 57,526 shares; 2025Q1: 54,037 shares; 2025Q2: 56,105 shares; 2025Q3: 55,225 shares; 2025Q4: 55,433 shares 55,433 $6.47M 0.44% +208 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: 295,259 shares; 2024Q4: 294,697 shares; 2025Q1: 241,311 shares; 2025Q2: 246,177 shares; 2025Q3: 250,534 shares; 2025Q4: 256,698 shares 256,698 $6.38M 0.44% +6,164 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,658 shares 32,658 $6.32M 0.43% new 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: 4,267 shares; 2024Q4: 4,119 shares; 2025Q1: 3,930 shares; 2025Q2: 4,609 shares; 2025Q3: 10,299 shares; 2025Q4: 9,975 shares 9,975 $6.13M 0.42% -324 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,109 shares; 2024Q4: 76,422 shares; 2025Q1: 101,205 shares; 2025Q2: 99,057 shares; 2025Q3: 100,182 shares; 2025Q4: 105,949 shares 105,949 $6.06M 0.41% +5,767 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: 60,696 shares; 2024Q4: 60,918 shares; 2025Q1: 60,160 shares; 2025Q2: 55,072 shares; 2025Q3: 54,289 shares; 2025Q4: 50,035 shares 50,035 $6.01M 0.41% -4,254 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: 38,606 shares; 2024Q4: 39,136 shares; 2025Q1: 32,438 shares; 2025Q2: 33,799 shares; 2025Q3: 34,411 shares; 2025Q4: 37,025 shares 37,025 $5.94M 0.41% +2,614 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: not reported; 2024Q4: 22,953 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,590 shares 49,590 $5.92M 0.4% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,396 shares; 2024Q4: 46,203 shares; 2025Q1: 56,051 shares; 2025Q2: 59,117 shares; 2025Q3: 60,146 shares; 2025Q4: 61,946 shares 61,946 $5.8M 0.4% +1,800 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,150 shares; 2024Q4: 78,248 shares; 2025Q1: 72,883 shares; 2025Q2: 70,233 shares; 2025Q3: 67,208 shares; 2025Q4: 59,818 shares 59,818 $5.76M 0.39% -7,390 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: 2,582 shares; 2025Q1: 10,593 shares; 2025Q2: 17,855 shares; 2025Q3: 23,096 shares; 2025Q4: 53,755 shares 53,755 $5.74M 0.39% +30,659 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: not reported; 2024Q4: not reported; 2025Q1: 78,041 shares; 2025Q2: 85,394 shares; 2025Q3: 92,424 shares; 2025Q4: 104,350 shares 104,350 $5.51M 0.38% +11,926 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,928 shares; 2025Q1: 3,467 shares; 2025Q2: 3,819 shares; 2025Q3: 4,277 shares; 2025Q4: 32,011 shares 32,011 $5.48M 0.37% +27,734 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: 5,797 shares; 2024Q4: 5,951 shares; 2025Q1: 5,846 shares; 2025Q2: 5,999 shares; 2025Q3: 6,064 shares; 2025Q4: 6,247 shares 6,247 $5.39M 0.37% +183 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: 23,495 shares; 2024Q4: 24,530 shares; 2025Q1: 26,080 shares; 2025Q2: 26,698 shares; 2025Q3: 26,580 shares; 2025Q4: 27,328 shares 27,328 $5.33M 0.36% +748 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: 8,452 shares; 2024Q4: 8,201 shares; 2025Q1: 8,967 shares; 2025Q2: 10,493 shares; 2025Q3: 10,816 shares; 2025Q4: 11,776 shares 11,776 $5.3M 0.36% +960 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: 13,115 shares; 2024Q4: 26,812 shares; 2025Q1: 27,122 shares; 2025Q2: 27,416 shares; 2025Q3: 28,426 shares; 2025Q4: 28,705 shares 28,705 $5.29M 0.36% +279 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: 4,519 shares; 2024Q4: 4,604 shares; 2025Q1: 4,640 shares; 2025Q2: 4,463 shares; 2025Q3: 8,993 shares; 2025Q4: 9,159 shares 9,159 $5.25M 0.36% +166 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: 11,423 shares; 2024Q4: 11,350 shares; 2025Q1: 10,811 shares; 2025Q2: 10,458 shares; 2025Q3: 10,699 shares; 2025Q4: 10,746 shares 10,746 $5.09M 0.35% +47 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,665 shares; 2024Q4: 23,158 shares; 2025Q1: 24,517 shares; 2025Q2: 26,175 shares; 2025Q3: 26,801 shares; 2025Q4: 27,470 shares 27,470 $5.08M 0.35% +669 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: 686 shares; 2024Q4: 666 shares; 2025Q1: 846 shares; 2025Q2: 1,034 shares; 2025Q3: 954 shares; 2025Q4: 7,643 shares 7,643 $5.06M 0.35% +6,689 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,179 shares; 2025Q1: 1,274 shares; 2025Q2: 19,990 shares; 2025Q3: 20,718 shares; 2025Q4: 21,355 shares 21,355 $4.89M 0.33% +637 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,749 shares; 2024Q4: 24,868 shares; 2025Q1: 27,343 shares; 2025Q2: 28,048 shares; 2025Q3: 28,746 shares; 2025Q4: 28,421 shares 28,421 $4.82M 0.33% -325 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL 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: 184,064 shares; 2025Q4: 171,051 shares 171,051 $4.8M 0.33% -13,013 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: 89,089 shares; 2024Q4: 91,101 shares; 2025Q1: 97,675 shares; 2025Q2: 102,356 shares; 2025Q3: 104,591 shares; 2025Q4: 106,549 shares 106,549 $4.77M 0.33% +1,958 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: 28,122 shares; 2024Q4: 29,671 shares; 2025Q1: 31,438 shares; 2025Q2: 32,611 shares; 2025Q3: 32,796 shares; 2025Q4: 33,253 shares 33,253 $4.58M 0.31% +457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,490 shares; 2025Q4: 83,353 shares 83,353 $4.57M 0.31% +44,863 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: 4,924 shares; 2024Q4: 4,954 shares; 2025Q1: 5,194 shares; 2025Q2: 5,397 shares; 2025Q3: 5,432 shares; 2025Q4: 28,065 shares 28,065 $4.3M 0.29% +22,633 Timeline TPLS THORNBURG ETF TR More: the full row for THORNBURG 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: 94,507 shares; 2025Q2: 106,029 shares; 2025Q3: 131,366 shares; 2025Q4: 164,034 shares 164,034 $4.18M 0.29% +32,668 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: not reported; 2024Q4: 13,865 shares; 2025Q1: 14,506 shares; 2025Q2: 14,753 shares; 2025Q3: 15,001 shares; 2025Q4: 15,272 shares 15,272 $4.17M 0.29% +271 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,462 shares; 2024Q4: 19,757 shares; 2025Q1: 17,184 shares; 2025Q2: 17,693 shares; 2025Q3: 18,261 shares; 2025Q4: 19,015 shares 19,015 $4.03M 0.28% +754 Timeline CLOI 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: 72,007 shares; 2025Q4: 76,211 shares 76,211 $4.02M 0.28% +4,204 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: 16,382 shares; 2024Q4: 16,487 shares; 2025Q1: 16,951 shares; 2025Q2: 17,930 shares; 2025Q3: 17,946 shares; 2025Q4: 20,545 shares 20,545 $4M 0.27% +2,599 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,774 shares; 2024Q4: 21,696 shares; 2025Q1: 16,584 shares; 2025Q2: 17,433 shares; 2025Q3: 17,959 shares; 2025Q4: 19,126 shares 19,126 $3.88M 0.27% +1,167 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,071 shares; 2025Q2: 29,056 shares; 2025Q3: 29,324 shares; 2025Q4: 29,946 shares 29,946 $3.68M 0.25% +622 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 6,033 shares; 2025Q1: 5,907 shares; 2025Q2: 5,842 shares; 2025Q3: 5,911 shares; 2025Q4: 6,102 shares 6,102 $3.48M 0.24% +191 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,990 shares; 2024Q4: 196,304 shares; 2025Q1: 181,768 shares; 2025Q2: 169,359 shares; 2025Q3: 155,857 shares; 2025Q4: 122,145 shares 122,145 $3.48M 0.24% -33,712 Timeline RXO RXO INC More: the full row for RXO 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: 261,768 shares; 2025Q4: 275,066 shares 275,066 $3.48M 0.24% +13,298 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: not reported; 2024Q4: 4,120 shares; 2025Q1: 17,654 shares; 2025Q2: 24,878 shares; 2025Q3: 35,553 shares; 2025Q4: 58,835 shares 58,835 $3.34M 0.23% +23,282 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: 88,490 shares; 2024Q4: 87,768 shares; 2025Q1: 81,376 shares; 2025Q2: 73,688 shares; 2025Q3: 65,201 shares; 2025Q4: 51,395 shares 51,395 $3.07M 0.21% -13,806 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: 26,834 shares; 2024Q4: 4,938 shares; 2025Q1: 5,341 shares; 2025Q2: 5,273 shares; 2025Q3: 12,952 shares; 2025Q4: 13,558 shares 13,558 $2.9M 0.2% +606 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,367 shares; 2024Q4: 117,002 shares; 2025Q1: 127,711 shares; 2025Q2: 126,264 shares; 2025Q3: 52,699 shares; 2025Q4: 54,472 shares 54,472 $2.76M 0.19% +1,773 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: 40,050 shares; 2024Q4: 38,144 shares; 2025Q1: 38,301 shares; 2025Q2: 36,490 shares; 2025Q3: 35,684 shares; 2025Q4: 18,482 shares 18,482 $2.75M 0.19% -17,202 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,159 shares; 2025Q2: 14,533 shares; 2025Q3: 13,499 shares; 2025Q4: 13,040 shares 13,040 $2.71M 0.19% -459 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: 20,203 shares; 2024Q4: 20,813 shares; 2025Q1: 21,046 shares; 2025Q2: 22,620 shares; 2025Q3: 22,755 shares; 2025Q4: 22,787 shares 22,787 $2.67M 0.18% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,186 shares; 2025Q4: 19,671 shares 19,671 $2.67M 0.18% +485 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,908 shares; 2024Q4: 64,779 shares; 2025Q1: 82,075 shares; 2025Q2: 71,705 shares; 2025Q3: 77,947 shares; 2025Q4: 13,255 shares 13,255 $2.54M 0.17% -64,692 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: 63,408 shares; 2024Q4: 120,489 shares; 2025Q1: 21,149 shares; 2025Q2: 21,558 shares; 2025Q3: 21,054 shares; 2025Q4: 22,341 shares 22,341 $2.35M 0.16% +1,287 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,609 shares; 2024Q4: 47,524 shares; 2025Q1: 48,945 shares; 2025Q2: 45,872 shares; 2025Q3: 46,263 shares; 2025Q4: 47,804 shares 47,804 $2.22M 0.15% +1,541 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: 14,554 shares; 2024Q4: 27,640 shares; 2025Q1: 25,924 shares; 2025Q2: 25,520 shares; 2025Q3: 24,679 shares; 2025Q4: 24,597 shares 24,597 $1.97M 0.13% -82 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: 3,674 shares; 2024Q4: 3,757 shares; 2025Q1: 4,060 shares; 2025Q2: 4,599 shares; 2025Q3: 6,090 shares; 2025Q4: 6,286 shares 6,286 $1.86M 0.13% +196 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG 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: 14,569 shares; 2025Q2: 34,405 shares; 2025Q3: 49,566 shares; 2025Q4: 70,760 shares 70,760 $1.81M 0.12% +21,194 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: 22,975 shares; 2024Q4: 23,376 shares; 2025Q1: 23,837 shares; 2025Q2: 26,003 shares; 2025Q3: 24,728 shares; 2025Q4: 24,190 shares 24,190 $1.69M 0.12% -538 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,496 shares; 2025Q1: 4,556 shares; 2025Q2: 5,246 shares; 2025Q3: 5,644 shares; 2025Q4: 5,299 shares 5,299 $1.63M 0.11% -345 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: 15,089 shares; 2024Q4: 16,695 shares; 2025Q1: 17,035 shares; 2025Q2: 15,990 shares; 2025Q3: 16,064 shares; 2025Q4: 16,502 shares 16,502 $1.59M 0.11% +438 Timeline NUMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,074 shares; 2025Q3: 66,339 shares; 2025Q4: 61,536 shares 61,536 $1.54M 0.11% -4,803 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: 13,039 shares; 2024Q4: 12,908 shares; 2025Q1: 11,454 shares; 2025Q2: 11,809 shares; 2025Q3: 12,658 shares; 2025Q4: 12,301 shares 12,301 $1.52M 0.1% -357 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,065 shares; 2024Q4: 72,191 shares; 2025Q1: 66,873 shares; 2025Q2: 58,208 shares; 2025Q3: 56,170 shares; 2025Q4: 49,799 shares 49,799 $1.5M 0.1% -6,371 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: 1,492 shares; 2024Q4: 1,408 shares; 2025Q1: 1,392 shares; 2025Q2: 1,550 shares; 2025Q3: 1,633 shares; 2025Q4: 15,785 shares 15,785 $1.48M 0.1% +14,152 Timeline TAFI 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: 50,804 shares; 2024Q4: 50,849 shares; 2025Q1: 59,365 shares; 2025Q2: 60,234 shares; 2025Q3: 62,188 shares; 2025Q4: 57,786 shares 57,786 $1.46M 0.1% -4,402 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,681 shares; 2024Q4: 34,282 shares; 2025Q1: 31,455 shares; 2025Q2: 31,408 shares; 2025Q3: 32,834 shares; 2025Q4: 33,118 shares 33,118 $1.43M 0.1% +284 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: 5,689 shares; 2024Q4: 5,977 shares; 2025Q1: 5,878 shares; 2025Q2: 5,784 shares; 2025Q3: 5,677 shares; 2025Q4: 5,300 shares 5,300 $1.37M 0.09% -377 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: 9,757 shares; 2024Q4: 39,043 shares; 2025Q1: 39,003 shares; 2025Q2: 40,212 shares; 2025Q3: 40,698 shares; 2025Q4: 41,782 shares 41,782 $1.36M 0.09% +1,084 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: 15,982 shares; 2024Q4: 17,326 shares; 2025Q1: 16,647 shares; 2025Q2: 16,677 shares; 2025Q3: 16,436 shares; 2025Q4: 15,656 shares 15,656 $1.31M 0.09% -780 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,250 shares; 2024Q4: 32,715 shares; 2025Q1: 30,056 shares; 2025Q2: 30,056 shares; 2025Q3: 30,056 shares; 2025Q4: 28,802 shares 28,802 $1.29M 0.09% -1,254 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: 6,756 shares; 2024Q4: 6,744 shares; 2025Q1: 6,525 shares; 2025Q2: 7,620 shares; 2025Q3: 8,383 shares; 2025Q4: 8,945 shares 8,945 $1.28M 0.09% +562 Timeline BJUL 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: 24,847 shares; 2024Q4: 24,847 shares; 2025Q1: 24,847 shares; 2025Q2: 24,847 shares; 2025Q3: 24,847 shares; 2025Q4: 24,847 shares 24,847 $1.26M 0.09% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,837 shares; 2024Q4: 29,603 shares; 2025Q1: 31,993 shares; 2025Q2: 31,993 shares; 2025Q3: 31,293 shares; 2025Q4: 30,955 shares 30,955 $1.26M 0.09% -338 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,923 shares; 2025Q1: 5,206 shares; 2025Q2: 6,356 shares; 2025Q3: 6,419 shares; 2025Q4: 6,829 shares 6,829 $1.25M 0.09% +410 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: not reported; 2024Q4: 4,010 shares; 2025Q1: 4,341 shares; 2025Q2: 9,557 shares; 2025Q3: 6,754 shares; 2025Q4: 7,029 shares 7,029 $1.25M 0.09% +275 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: 3,076 shares; 2024Q4: 3,107 shares; 2025Q1: 3,277 shares; 2025Q2: 3,410 shares; 2025Q3: 3,317 shares; 2025Q4: 4,516 shares 4,516 $1.24M 0.08% +1,199 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: 2,226 shares; 2024Q4: 2,348 shares; 2025Q1: 2,375 shares; 2025Q2: 2,412 shares; 2025Q3: 2,390 shares; 2025Q4: 2,592 shares 2,592 $1.21M 0.08% +202 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: 12,040 shares; 2024Q4: 12,230 shares; 2025Q1: 14,535 shares; 2025Q2: 2,341 shares; 2025Q3: 3,742 shares; 2025Q4: 3,650 shares 3,650 $1.2M 0.08% -92 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: 17,438 shares; 2024Q4: 18,369 shares; 2025Q1: 33,431 shares; 2025Q2: 34,772 shares; 2025Q3: 36,523 shares; 2025Q4: 4,465 shares 4,465 $1.2M 0.08% -32,058 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,322 shares; 2025Q3: 32,902 shares; 2025Q4: 30,330 shares 30,330 $1.19M 0.08% -2,572 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: 8,451 shares; 2024Q4: 9,565 shares; 2025Q1: 9,707 shares; 2025Q2: 12,839 shares; 2025Q3: 12,774 shares; 2025Q4: 14,872 shares 14,872 $1.15M 0.08% +2,098 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,247 shares; 2024Q4: 32,055 shares; 2025Q1: 30,614 shares; 2025Q2: 28,913 shares; 2025Q3: 28,758 shares; 2025Q4: 27,090 shares 27,090 $1.13M 0.08% -1,668 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: 2,323 shares; 2024Q4: 2,235 shares; 2025Q1: 2,126 shares; 2025Q2: 2,092 shares; 2025Q3: 2,118 shares; 2025Q4: 2,847 shares 2,847 $1.13M 0.08% +729 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,820 shares; 2024Q4: 26,606 shares; 2025Q1: 26,722 shares; 2025Q2: 26,599 shares; 2025Q3: 26,483 shares; 2025Q4: 25,427 shares 25,427 $1.12M 0.08% -1,056 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: 4,307 shares; 2024Q4: 4,432 shares; 2025Q1: 4,332 shares; 2025Q2: 4,249 shares; 2025Q3: 4,148 shares; 2025Q4: 3,693 shares 3,693 $1.07M 0.07% -455 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: not reported; 2024Q4: not reported; 2025Q1: 2,445 shares; 2025Q2: 2,384 shares; 2025Q3: 2,990 shares; 2025Q4: 3,540 shares 3,540 $1.01M 0.07% +550 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: 17,455 shares; 2024Q4: 18,027 shares; 2025Q1: 18,229 shares; 2025Q2: 16,629 shares; 2025Q3: 16,768 shares; 2025Q4: 16,841 shares 16,841 $987K 0.07% +73 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: 15,670 shares; 2024Q4: 17,359 shares; 2025Q1: 17,675 shares; 2025Q2: 15,811 shares; 2025Q3: 15,703 shares; 2025Q4: 14,820 shares 14,820 $978K 0.07% -883 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: 3,524 shares; 2024Q4: 3,404 shares; 2025Q1: 3,135 shares; 2025Q2: 3,174 shares; 2025Q3: 3,250 shares; 2025Q4: 2,638 shares 2,638 $976K 0.07% -612 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: 4,517 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 4,606 shares; 2025Q3: 4,505 shares; 2025Q4: 4,875 shares 4,875 $973K 0.07% +370 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: 3,197 shares; 2024Q4: 3,193 shares; 2025Q1: 3,192 shares; 2025Q2: 3,453 shares; 2025Q3: 3,510 shares; 2025Q4: 3,523 shares 3,523 $970K 0.07% +13 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: 41,684 shares; 2024Q4: 41,741 shares; 2025Q1: 8,319 shares; 2025Q2: 8,241 shares; 2025Q3: 8,046 shares; 2025Q4: 8,489 shares 8,489 $966K 0.07% +443 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,547 shares 14,547 $953K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,403 shares; 2025Q4: 18,681 shares 18,681 $945K 0.06% +278 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: 1,576 shares; 2024Q4: 1,568 shares; 2025Q1: 1,685 shares; 2025Q2: 2,062 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares 1,942 $939K 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 8,567 shares; 2025Q1: 7,468 shares; 2025Q2: 7,286 shares; 2025Q3: 6,840 shares; 2025Q4: 6,614 shares 6,614 $934K 0.06% -226 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: 3,705 shares; 2024Q4: 3,804 shares; 2025Q1: 4,101 shares; 2025Q2: 4,424 shares; 2025Q3: 4,857 shares; 2025Q4: 5,238 shares 5,238 $930K 0.06% +381 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,835 shares; 2025Q4: 9,835 shares 9,835 $899K 0.06% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,320 shares; 2024Q4: 29,525 shares; 2025Q1: 25,824 shares; 2025Q2: 22,560 shares; 2025Q3: 22,560 shares; 2025Q4: 22,560 shares 22,560 $883K 0.06% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,899 shares; 2024Q4: 16,494 shares; 2025Q1: 16,447 shares; 2025Q2: 20,507 shares; 2025Q3: 18,460 shares; 2025Q4: 18,326 shares 18,326 $877K 0.06% -134 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: 37,703 shares; 2024Q4: 37,727 shares; 2025Q1: 37,668 shares; 2025Q2: 51,098 shares; 2025Q3: 51,103 shares; 2025Q4: 51,724 shares 51,724 $866K 0.06% +621 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: 54,985 shares; 2024Q4: 54,707 shares; 2025Q1: 50,608 shares; 2025Q2: 38,137 shares; 2025Q3: 29,417 shares; 2025Q4: 29,478 shares 29,478 $866K 0.06% +61 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,171 shares; 2025Q1: 1,182 shares; 2025Q2: 1,320 shares; 2025Q3: 1,359 shares; 2025Q4: 1,322 shares 1,322 $864K 0.06% -37 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: 2,284 shares; 2024Q4: 2,725 shares; 2025Q1: 2,563 shares; 2025Q2: 2,688 shares; 2025Q3: 2,857 shares; 2025Q4: 3,251 shares 3,251 $861K 0.06% +394 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: 3,423 shares; 2024Q4: 4,027 shares; 2025Q1: 4,920 shares; 2025Q2: 5,687 shares; 2025Q3: 6,081 shares; 2025Q4: 6,369 shares 6,369 $861K 0.06% +288 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,121 shares; 2025Q3: 19,936 shares; 2025Q4: 21,548 shares 21,548 $850K 0.06% +1,612 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: 5,121 shares; 2024Q4: 5,309 shares; 2025Q1: 5,434 shares; 2025Q2: 5,456 shares; 2025Q3: 5,518 shares; 2025Q4: 5,400 shares 5,400 $830K 0.06% -118 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,590 shares; 2024Q4: 55,504 shares; 2025Q1: 8,425 shares; 2025Q2: 7,983 shares; 2025Q3: 7,957 shares; 2025Q4: 8,002 shares 8,002 $829K 0.06% +45 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: 5,451 shares; 2024Q4: 5,785 shares; 2025Q1: 7,521 shares; 2025Q2: 8,878 shares; 2025Q3: 8,695 shares; 2025Q4: 8,881 shares 8,881 $828K 0.06% +186 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: 40,371 shares; 2024Q4: 41,970 shares; 2025Q1: 44,085 shares; 2025Q2: 45,793 shares; 2025Q3: 7,159 shares; 2025Q4: 10,390 shares 10,390 $821K 0.06% +3,231 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: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 2,353 shares; 2025Q3: 2,383 shares; 2025Q4: 2,396 shares 2,396 $809K 0.06% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,097 shares; 2025Q3: 10,097 shares; 2025Q4: 11,015 shares 11,015 $765K 0.05% +918 Timeline PSMR 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: 25,329 shares; 2024Q4: 25,329 shares; 2025Q1: 25,329 shares; 2025Q2: 25,329 shares; 2025Q3: 25,329 shares; 2025Q4: 25,329 shares 25,329 $755K 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,031 shares; 2025Q1: 2,114 shares; 2025Q2: 2,130 shares; 2025Q3: 2,052 shares; 2025Q4: 2,118 shares 2,118 $744K 0.05% +66 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: 12,660 shares; 2024Q4: 13,152 shares; 2025Q1: 14,065 shares; 2025Q2: 16,460 shares; 2025Q3: 16,213 shares; 2025Q4: 18,225 shares 18,225 $742K 0.05% +2,012 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: not reported; 2024Q4: 52 shares; 2025Q1: 49 shares; 2025Q2: 61 shares; 2025Q3: 71 shares; 2025Q4: 138 shares 138 $738K 0.05% +67 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,595 shares; 2024Q4: 16,595 shares; 2025Q1: 16,553 shares; 2025Q2: 16,458 shares; 2025Q3: 17,172 shares; 2025Q4: 16,844 shares 16,844 $736K 0.05% -328 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: 13,206 shares; 2024Q4: 14,109 shares; 2025Q1: 13,305 shares; 2025Q2: 13,130 shares; 2025Q3: 13,268 shares; 2025Q4: 13,225 shares 13,225 $713K 0.05% -43 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 287 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 375 shares; 2025Q4: 873 shares 873 $707K 0.05% +498 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,872 shares; 2025Q1: 4,956 shares; 2025Q2: 5,082 shares; 2025Q3: 5,091 shares; 2025Q4: 5,172 shares 5,172 $667K 0.05% +81 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 1,921 shares; 2025Q1: 2,017 shares; 2025Q2: 2,146 shares; 2025Q3: 2,233 shares; 2025Q4: 2,159 shares 2,159 $656K 0.04% -74 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 7,589 shares; 2025Q1: 15,579 shares; 2025Q2: 1,412 shares; 2025Q3: 1,558 shares; 2025Q4: 1,864 shares 1,864 $653K 0.04% +306 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: 70,857 shares; 2024Q4: 10,391 shares; 2025Q1: 98,164 shares; 2025Q2: 8,858 shares; 2025Q3: 8,437 shares; 2025Q4: 8,383 shares 8,383 $651K 0.04% -54 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 14,307 shares; 2025Q4: 14,309 shares 14,309 $644K 0.04% +2 Timeline ZAUG 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: not reported; 2025Q2: not reported; 2025Q3: 23,263 shares; 2025Q4: 23,263 shares 23,263 $621K 0.04% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,432 shares; 2024Q4: 12,432 shares; 2025Q1: 12,432 shares; 2025Q2: 15,687 shares; 2025Q3: 15,439 shares; 2025Q4: 15,439 shares 15,439 $611K 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,801 shares; 2025Q1: 2,870 shares; 2025Q2: 2,538 shares; 2025Q3: 2,472 shares; 2025Q4: 2,634 shares 2,634 $609K 0.04% +162 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: 1,721 shares; 2024Q4: 1,842 shares; 2025Q1: 1,856 shares; 2025Q2: 2,282 shares; 2025Q3: 2,306 shares; 2025Q4: 3,463 shares 3,463 $601K 0.04% +1,157 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: 614 shares; 2024Q4: 639 shares; 2025Q1: 664 shares; 2025Q2: 702 shares; 2025Q3: 692 shares; 2025Q4: 706 shares 706 $580K 0.04% +14 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 9,648 shares; 2025Q1: 9,654 shares; 2025Q2: 8,843 shares; 2025Q3: 8,566 shares; 2025Q4: 10,503 shares 10,503 $575K 0.04% +1,937 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: 1,812 shares; 2024Q4: 1,856 shares; 2025Q1: 1,873 shares; 2025Q2: 1,514 shares; 2025Q3: 1,512 shares; 2025Q4: 1,613 shares 1,613 $570K 0.04% +101 Timeline UFEB 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: 15,737 shares; 2025Q2: 15,737 shares; 2025Q3: 15,737 shares; 2025Q4: 15,428 shares 15,428 $568K 0.04% -309 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 820 shares; 2025Q3: 874 shares; 2025Q4: 971 shares 971 $563K 0.04% +97 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: 2,165 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,661 shares 2,661 $560K 0.04% +356 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,887 shares 2,887 $553K 0.04% +1 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: 29,511 shares; 2024Q4: 12,532 shares; 2025Q1: 13,554 shares; 2025Q2: 21,019 shares; 2025Q3: 14,027 shares; 2025Q4: 14,957 shares 14,957 $552K 0.04% +930 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: not reported; 2025Q1: not reported; 2025Q2: 3,716 shares; 2025Q3: 4,187 shares; 2025Q4: 4,176 shares 4,176 $547K 0.04% -11 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: 12,821 shares; 2024Q4: 12,854 shares; 2025Q1: 636 shares; 2025Q2: 764 shares; 2025Q3: 758 shares; 2025Q4: 962 shares 962 $545K 0.04% +204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,834 shares; 2025Q3: 5,776 shares; 2025Q4: 7,057 shares 7,057 $541K 0.04% +1,281 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,144 shares; 2025Q4: 1,335 shares 1,335 $519K 0.04% +191 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,293 shares; 2025Q2: 1,829 shares; 2025Q3: 1,999 shares; 2025Q4: 2,142 shares 2,142 $519K 0.04% +143 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: 16,830 shares; 2024Q4: 16,730 shares; 2025Q1: 16,998 shares; 2025Q2: 17,879 shares; 2025Q3: 20,359 shares; 2025Q4: 20,491 shares 20,491 $510K 0.03% +132 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: 4,860 shares; 2024Q4: 4,860 shares; 2025Q1: 4,860 shares; 2025Q2: 4,860 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares 4,860 $506K 0.03% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 7,258 shares; 2025Q1: 7,379 shares; 2025Q2: 9,009 shares; 2025Q3: 10,451 shares; 2025Q4: 11,340 shares 11,340 $503K 0.03% +889 Timeline UOCT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,844 shares 12,844 $501K 0.03% new Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,213 shares; 2025Q1: 7,200 shares; 2025Q2: 10,700 shares; 2025Q3: 10,703 shares; 2025Q4: 10,791 shares 10,791 $498K 0.03% +88 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: 141 shares; 2025Q2: 143 shares; 2025Q3: 144 shares; 2025Q4: 146 shares 146 $495K 0.03% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,504 shares; 2025Q4: 7,637 shares 7,637 $492K 0.03% +2,133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,720 shares 1,720 $487K 0.03% +468 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,156 shares; 2025Q3: 3,877 shares; 2025Q4: 5,068 shares 5,068 $487K 0.03% +1,191 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: 6,237 shares; 2024Q4: 6,444 shares; 2025Q1: 6,087 shares; 2025Q2: 5,313 shares; 2025Q3: 5,028 shares; 2025Q4: 4,072 shares 4,072 $486K 0.03% -956 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: 4,543 shares; 2024Q4: 19,026 shares; 2025Q1: 44,668 shares; 2025Q2: 18,205 shares; 2025Q3: 17,783 shares; 2025Q4: 17,713 shares 17,713 $486K 0.03% -70 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,203 shares; 2025Q2: 15,706 shares; 2025Q3: 17,356 shares; 2025Q4: 17,868 shares 17,868 $486K 0.03% +512 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,130 shares; 2024Q4: 8,130 shares; 2025Q1: 8,130 shares; 2025Q2: 8,130 shares; 2025Q3: 8,130 shares; 2025Q4: 8,130 shares 8,130 $482K 0.03% 0 Timeline ZJUN 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: not reported; 2025Q2: 17,955 shares; 2025Q3: 17,955 shares; 2025Q4: 17,955 shares 17,955 $482K 0.03% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,551 shares; 2024Q4: 15,403 shares; 2025Q1: 14,504 shares; 2025Q2: 14,550 shares; 2025Q3: 14,639 shares; 2025Q4: 14,643 shares 14,643 $480K 0.03% +4 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,529 shares; 2024Q4: 14,118 shares; 2025Q1: 13,137 shares; 2025Q2: 13,137 shares; 2025Q3: 11,963 shares; 2025Q4: 10,964 shares 10,964 $476K 0.03% -999 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 5,473 shares; 2025Q1: 5,337 shares; 2025Q2: 5,665 shares; 2025Q3: 5,467 shares; 2025Q4: 5,634 shares 5,634 $474K 0.03% +167 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: 10,717 shares; 2024Q4: 10,497 shares; 2025Q1: 11,279 shares; 2025Q2: 11,552 shares; 2025Q3: 9,808 shares; 2025Q4: 15,708 shares 15,708 $470K 0.03% +5,900 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: not reported; 2024Q4: 293 shares; 2025Q1: 284 shares; 2025Q2: 4,314 shares; 2025Q3: 4,340 shares; 2025Q4: 5,066 shares 5,066 $462K 0.03% +726 Timeline DDFO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,200 shares 21,200 $458K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 1,105 shares; 2025Q4: 1,346 shares 1,346 $453K 0.03% +241 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: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 341 shares; 2025Q3: 356 shares; 2025Q4: 402 shares 402 $430K 0.03% +46 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: 2,557 shares; 2024Q4: 2,762 shares; 2025Q1: 3,029 shares; 2025Q2: 3,838 shares; 2025Q3: 4,041 shares; 2025Q4: 4,511 shares 4,511 $430K 0.03% +470 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: 397 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 492 shares; 2025Q3: 503 shares; 2025Q4: 485 shares 485 $427K 0.03% -18 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 1,072 shares; 2025Q4: 1,439 shares 1,439 $426K 0.03% +367 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: not reported; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 3,297 shares; 2025Q3: 3,732 shares; 2025Q4: 4,163 shares 4,163 $416K 0.03% +431 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: 12,034 shares; 2024Q4: 25,485 shares; 2025Q1: 21,673 shares; 2025Q2: 19,822 shares; 2025Q3: 19,534 shares; 2025Q4: 17,030 shares 17,030 $409K 0.03% -2,504 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: 2,323 shares; 2024Q4: 2,334 shares; 2025Q1: 2,370 shares; 2025Q2: 2,497 shares; 2025Q3: 2,503 shares; 2025Q4: 2,548 shares 2,548 $409K 0.03% +45 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,852 shares; 2025Q3: 4,916 shares; 2025Q4: 5,117 shares 5,117 $406K 0.03% +201 Timeline UAUG 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: 7,840 shares; 2024Q4: 7,840 shares; 2025Q1: 7,840 shares; 2025Q2: 7,840 shares; 2025Q3: 10,094 shares; 2025Q4: 10,094 shares 10,094 $403K 0.03% 0 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 16,710 shares; 2025Q1: 16,713 shares; 2025Q2: 16,701 shares; 2025Q3: 16,700 shares; 2025Q4: 16,719 shares 16,719 $402K 0.03% +19 Timeline UNOV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,542 shares 10,542 $401K 0.03% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,946 shares; 2024Q4: 60,946 shares; 2025Q1: 60,946 shares; 2025Q2: 10,065 shares; 2025Q3: 10,065 shares; 2025Q4: 10,065 shares 10,065 $398K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,175 shares; 2025Q1: 2,172 shares; 2025Q2: 2,513 shares; 2025Q3: 2,619 shares; 2025Q4: 2,611 shares 2,611 $395K 0.03% -8 Timeline INOV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,390 shares 11,390 $393K 0.03% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,013 shares 6,013 $393K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 306 shares; 2025Q4: 322 shares 322 $391K 0.03% +16 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 613 shares; 2025Q4: 836 shares 836 $390K 0.03% +223 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,603 shares 5,603 $389K 0.03% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,680 shares; 2025Q3: 9,827 shares; 2025Q4: 12,501 shares 12,501 $382K 0.03% +2,674 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,735 shares; 2025Q1: 3,362 shares; 2025Q2: 3,381 shares; 2025Q3: 3,271 shares; 2025Q4: 3,454 shares 3,454 $381K 0.03% +183 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,115 shares; 2025Q1: 3,108 shares; 2025Q2: 4,043 shares; 2025Q3: 4,064 shares; 2025Q4: 3,891 shares 3,891 $378K 0.03% -173 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: not reported; 2024Q4: 2,166 shares; 2025Q1: 2,350 shares; 2025Q2: 2,822 shares; 2025Q3: 2,891 shares; 2025Q4: 3,076 shares 3,076 $378K 0.03% +185 Timeline ZJAN 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: 21,435 shares; 2025Q2: 21,435 shares; 2025Q3: 21,435 shares; 2025Q4: 13,650 shares 13,650 $373K 0.03% -7,785 Timeline USEP 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: 9,416 shares; 2024Q4: 9,416 shares; 2025Q1: 9,416 shares; 2025Q2: 9,416 shares; 2025Q3: 9,416 shares; 2025Q4: 9,416 shares 9,416 $370K 0.03% 0 Timeline BALI 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: 7,348 shares; 2025Q2: 12,668 shares; 2025Q3: 12,316 shares; 2025Q4: 11,663 shares 11,663 $369K 0.03% -653 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: not reported; 2024Q4: not reported; 2025Q1: 1,638 shares; 2025Q2: 1,621 shares; 2025Q3: 1,641 shares; 2025Q4: 1,828 shares 1,828 $363K 0.02% +187 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: 7,634 shares; 2024Q4: 7,561 shares; 2025Q1: 7,774 shares; 2025Q2: 8,460 shares; 2025Q3: 7,809 shares; 2025Q4: 6,710 shares 6,710 $361K 0.02% -1,099 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,209 shares 2,209 $360K 0.02% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,045 shares; 2024Q4: 27,917 shares; 2025Q1: 27,936 shares; 2025Q2: 29,051 shares; 2025Q3: 29,814 shares; 2025Q4: 1,775 shares 1,775 $358K 0.02% -28,039 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: 14,538 shares; 2024Q4: 14,538 shares; 2025Q1: 14,538 shares; 2025Q2: 14,412 shares; 2025Q3: 13,628 shares; 2025Q4: 7,651 shares 7,651 $355K 0.02% -5,977 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 521 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 449 shares; 2025Q4: 465 shares 465 $350K 0.02% +16 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 510 shares 510 $344K 0.02% +223 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,347 shares; 2024Q4: 67,405 shares; 2025Q1: 38,351 shares; 2025Q2: 38,410 shares; 2025Q3: 38,410 shares; 2025Q4: 29,193 shares 29,193 $341K 0.02% -9,217 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 888 shares; 2025Q1: 932 shares; 2025Q2: 957 shares; 2025Q3: 941 shares; 2025Q4: 962 shares 962 $339K 0.02% +21 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 6,113 shares; 2025Q1: 7,879 shares; 2025Q2: 7,879 shares; 2025Q3: 7,879 shares; 2025Q4: 7,208 shares 7,208 $339K 0.02% -671 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: 2,303 shares; 2024Q4: 2,378 shares; 2025Q1: 2,681 shares; 2025Q2: 2,635 shares; 2025Q3: 2,621 shares; 2025Q4: 5,020 shares 5,020 $337K 0.02% +2,399 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 10,256 shares; 2025Q4: 10,747 shares 10,747 $337K 0.02% +491 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 972 shares; 2025Q4: 1,477 shares 1,477 $336K 0.02% +505 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: 1,316 shares; 2024Q4: 1,583 shares; 2025Q1: 1,540 shares; 2025Q2: 1,535 shares; 2025Q3: 1,570 shares; 2025Q4: 1,544 shares 1,544 $335K 0.02% -26 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 554 shares 554 $334K 0.02% 0 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: 864 shares; 2024Q4: 847 shares; 2025Q1: 732 shares; 2025Q2: 870 shares; 2025Q3: 1,142 shares; 2025Q4: 1,031 shares 1,031 $334K 0.02% -111 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,243 shares 3,243 $334K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 3,901 shares; 2025Q1: 3,905 shares; 2025Q2: 4,052 shares; 2025Q3: 4,033 shares; 2025Q4: 4,014 shares 4,014 $333K 0.02% -19 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,640 shares; 2025Q4: 3,640 shares 3,640 $333K 0.02% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,806 shares; 2025Q4: 3,846 shares 3,846 $332K 0.02% +1,040 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 403 shares; 2025Q4: 544 shares 544 $329K 0.02% +141 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: 551 shares; 2024Q4: 569 shares; 2025Q1: 648 shares; 2025Q2: 769 shares; 2025Q3: 793 shares; 2025Q4: 769 shares 769 $328K 0.02% -24 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,576 shares; 2025Q1: 3,739 shares; 2025Q2: 3,748 shares; 2025Q3: 3,944 shares; 2025Q4: 3,208 shares 3,208 $324K 0.02% -736 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,232 shares; 2025Q1: 3,191 shares; 2025Q2: 3,117 shares; 2025Q3: 3,154 shares; 2025Q4: 3,582 shares 3,582 $322K 0.02% +428 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,264 shares; 2025Q4: 2,717 shares 2,717 $319K 0.02% +453 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: 14,066 shares; 2024Q4: 14,495 shares; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 762 shares; 2025Q4: 1,073 shares 1,073 $315K 0.02% +311 Timeline UDEC 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: 6,687 shares; 2025Q1: 7,857 shares; 2025Q2: 7,857 shares; 2025Q3: 7,857 shares; 2025Q4: 7,857 shares 7,857 $311K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,631 shares 6,631 $310K 0.02% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 10,608 shares; 2025Q1: 10,571 shares; 2025Q2: 11,080 shares; 2025Q3: 11,262 shares; 2025Q4: 12,076 shares 12,076 $307K 0.02% +814 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: not reported; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: 1,460 shares; 2025Q3: 1,537 shares; 2025Q4: 1,632 shares 1,632 $303K 0.02% +95 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 1,290 shares 1,290 $302K 0.02% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares; 2025Q4: 1,344 shares 1,344 $302K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 881 shares; 2025Q3: 998 shares; 2025Q4: 1,108 shares 1,108 $300K 0.02% +110 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: 4,098 shares; 2024Q4: 4,120 shares; 2025Q1: 4,081 shares; 2025Q2: 3,516 shares; 2025Q3: 2,168 shares; 2025Q4: 1,853 shares 1,853 $298K 0.02% -315 Timeline KJAN 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: 7,173 shares; 2025Q2: 7,173 shares; 2025Q3: 7,173 shares; 2025Q4: 7,173 shares 7,173 $297K 0.02% 0 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: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,096 shares; 2025Q2: 2,104 shares; 2025Q3: 2,354 shares; 2025Q4: 2,419 shares 2,419 $294K 0.02% +65 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: not reported; 2024Q4: 3,841 shares; 2025Q1: 3,886 shares; 2025Q2: 3,786 shares; 2025Q3: 3,996 shares; 2025Q4: 4,246 shares 4,246 $290K 0.02% +250 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 1,088 shares 1,088 $286K 0.02% +313 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: not reported; 2024Q4: 1,598 shares; 2025Q1: 1,528 shares; 2025Q2: 1,451 shares; 2025Q3: 1,498 shares; 2025Q4: 1,293 shares 1,293 $284K 0.02% -205 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 432 shares; 2025Q1: 557 shares; 2025Q2: 521 shares; 2025Q3: 463 shares; 2025Q4: 496 shares 496 $283K 0.02% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948 shares; 2025Q4: 2,424 shares 2,424 $281K 0.02% +476 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,738 shares 9,738 $281K 0.02% new 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: not reported; 2024Q4: 4,357 shares; 2025Q1: not reported; 2025Q2: 4,452 shares; 2025Q3: 4,481 shares; 2025Q4: 4,481 shares 4,481 $280K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares 504 $279K 0.02% new 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: 4,276 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,154 shares; 2025Q4: 5,433 shares 5,433 $276K 0.02% +279 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 4,528 shares; 2025Q1: 4,474 shares; 2025Q2: 4,079 shares; 2025Q3: 4,353 shares; 2025Q4: 4,105 shares 4,105 $275K 0.02% -248 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: 916 shares; 2024Q4: 995 shares; 2025Q1: 981 shares; 2025Q2: 1,004 shares; 2025Q3: 931 shares; 2025Q4: 1,208 shares 1,208 $275K 0.02% +277 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 2,709 shares; 2025Q1: 2,460 shares; 2025Q2: 2,557 shares; 2025Q3: 2,501 shares; 2025Q4: 2,734 shares 2,734 $271K 0.02% +233 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 761 shares 761 $269K 0.02% new 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: 14,132 shares; 2024Q4: 16,711 shares; 2025Q1: 17,518 shares; 2025Q2: 2,777 shares; 2025Q3: 2,630 shares; 2025Q4: 2,478 shares 2,478 $265K 0.02% -152 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 3,035 shares; 2025Q4: 3,038 shares 3,038 $264K 0.02% +3 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: 214 shares; 2024Q4: 215 shares; 2025Q1: 207 shares; 2025Q2: 225 shares; 2025Q3: 221 shares; 2025Q4: 260 shares 260 $263K 0.02% +39 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,037 shares; 2025Q4: 1,280 shares 1,280 $262K 0.02% +243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,340 shares 2,340 $262K 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,682 shares; 2025Q1: 3,587 shares; 2025Q2: 4,772 shares; 2025Q3: 5,139 shares; 2025Q4: 6,505 shares 6,505 $262K 0.02% +1,366 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: 574 shares; 2024Q4: 585 shares; 2025Q1: 602 shares; 2025Q2: 597 shares; 2025Q3: 607 shares; 2025Q4: 532 shares 532 $261K 0.02% -75 Timeline AJUL 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: not reported; 2025Q2: not reported; 2025Q3: 8,960 shares; 2025Q4: 8,960 shares 8,960 $260K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,003 shares; 2025Q1: 2,257 shares; 2025Q2: 2,712 shares; 2025Q3: 2,209 shares; 2025Q4: 2,048 shares 2,048 $258K 0.02% -161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,823 shares; 2025Q4: 2,135 shares 2,135 $256K 0.02% +312 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 5,445 shares; 2025Q2: 5,518 shares; 2025Q3: 5,743 shares; 2025Q4: 6,104 shares 6,104 $255K 0.02% +361 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,717 shares; 2025Q4: 2,148 shares 2,148 $255K 0.02% +431 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS 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: 1,233 shares 1,233 $253K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,466 shares 1,466 $252K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 7,045 shares; 2025Q1: not reported; 2025Q2: 7,939 shares; 2025Q3: 6,579 shares; 2025Q4: 6,920 shares 6,920 $251K 0.02% +341 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 3,357 shares; 2025Q1: 5,283 shares; 2025Q2: 5,180 shares; 2025Q3: 5,160 shares; 2025Q4: 4,745 shares 4,745 $251K 0.02% -415 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,613 shares; 2025Q3: not reported; 2025Q4: 3,019 shares 3,019 $251K 0.02% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO 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: 3,547 shares 3,547 $250K 0.02% new Timeline DDTD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,062 shares 13,062 $250K 0.02% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,013 shares; 2025Q4: 5,013 shares 5,013 $250K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 996 shares; 2025Q3: 938 shares; 2025Q4: 1,137 shares 1,137 $250K 0.02% +199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: 777 shares; 2025Q4: 799 shares 799 $250K 0.02% +22 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,895 shares 1,895 $249K 0.02% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,393 shares 3,393 $248K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 934 shares; 2025Q4: 1,005 shares 1,005 $248K 0.02% +71 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: not reported; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,759 shares; 2025Q4: 2,750 shares 2,750 $248K 0.02% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 1,577 shares; 2025Q4: 1,544 shares 1,544 $247K 0.02% -33 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS 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: 1,131 shares 1,131 $247K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 600 shares; 2025Q4: 632 shares 632 $246K 0.02% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,871 shares; 2025Q3: 1,639 shares; 2025Q4: 1,847 shares 1,847 $245K 0.02% +208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares 783 $244K 0.02% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,216 shares 2,216 $244K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,434 shares 2,434 $243K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,252 shares 1,252 $242K 0.02% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,515 shares; 2025Q1: 2,638 shares; 2025Q2: 3,275 shares; 2025Q3: 2,415 shares; 2025Q4: 2,348 shares 2,348 $241K 0.02% -67 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,453 shares; 2024Q4: 8,453 shares; 2025Q1: 8,453 shares; 2025Q2: 8,453 shares; 2025Q3: 8,453 shares; 2025Q4: 8,453 shares 8,453 $241K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares 1,868 $241K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 832 shares 832 $240K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,172 shares; 2025Q3: 2,045 shares; 2025Q4: 2,415 shares 2,415 $240K 0.02% +370 Timeline TARGET CORP TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,446 shares 2,446 $239K 0.02% new FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 4,610 shares; 2025Q3: 4,610 shares; 2025Q4: 4,610 shares 4,610 $239K 0.02% 0 Timeline FQAL 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: 3,091 shares; 2025Q4: 3,091 shares 3,091 $234K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,754 shares; 2025Q1: 2,880 shares; 2025Q2: 3,027 shares; 2025Q3: 3,218 shares; 2025Q4: 3,168 shares 3,168 $233K 0.02% -50 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 4,847 shares; 2025Q4: 6,246 shares 6,246 $233K 0.02% +1,399 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,967 shares 3,967 $233K 0.02% new 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: not reported; 2024Q4: 2,448 shares; 2025Q1: not reported; 2025Q2: 2,660 shares; 2025Q3: 2,790 shares; 2025Q4: 2,931 shares 2,931 $231K 0.02% +141 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: 2,404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,625 shares 3,625 $231K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 448 shares; 2025Q4: 451 shares 451 $230K 0.02% +3 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,785 shares 1,785 $230K 0.02% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 2,249 shares 2,249 $228K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,794 shares 2,794 $227K 0.02% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748 shares 748 $225K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,119 shares; 2025Q1: 1,135 shares; 2025Q2: 1,206 shares; 2025Q3: 1,214 shares; 2025Q4: 1,150 shares 1,150 $224K 0.02% -64 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 13,696 shares 13,696 $223K 0.02% new 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: not reported; 2024Q4: 610 shares; 2025Q1: 647 shares; 2025Q2: 655 shares; 2025Q3: 653 shares; 2025Q4: 576 shares 576 $221K 0.02% -77 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 452 shares; 2025Q4: 469 shares 469 $220K 0.02% +17 Timeline RLY 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: 170,897 shares; 2024Q4: 167,458 shares; 2025Q1: 7,936 shares; 2025Q2: 7,936 shares; 2025Q3: 7,696 shares; 2025Q4: 6,970 shares 6,970 $219K 0.01% -726 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,197 shares; 2025Q4: 2,370 shares 2,370 $219K 0.01% +173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,234 shares 3,234 $218K 0.01% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,547 shares 2,547 $217K 0.01% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,924 shares; 2025Q4: 4,962 shares 4,962 $217K 0.01% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,679 shares 1,679 $214K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,275 shares; 2025Q1: 1,283 shares; 2025Q2: 1,288 shares; 2025Q3: 1,258 shares; 2025Q4: 1,149 shares 1,149 $213K 0.01% -109 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares 2,505 $213K 0.01% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS 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: 2,163 shares 2,163 $212K 0.01% new 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: 3,493 shares; 2024Q4: 3,592 shares; 2025Q1: 3,725 shares; 2025Q2: 3,897 shares; 2025Q3: 4,142 shares; 2025Q4: 3,618 shares 3,618 $211K 0.01% -524 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares 1,255 $211K 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: not reported; 2025Q3: not reported; 2025Q4: 381 shares 381 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,547 shares; 2025Q3: 7,447 shares; 2025Q4: 7,638 shares 7,638 $210K 0.01% +191 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: not reported; 2024Q4: not reported; 2025Q1: 420 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463 shares 463 $210K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 819 shares 819 $210K 0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 1,074 shares 1,074 $209K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,894 shares 3,894 $208K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 3,865 shares; 2025Q1: 8,270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268 shares 268 $207K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,728 shares; 2025Q4: 1,732 shares 1,732 $207K 0.01% +4 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares 790 $207K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,514 shares 1,514 $206K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,149 shares 1,149 $205K 0.01% new 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: 1,213 shares 1,213 $205K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,436 shares 2,436 $203K 0.01% new Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,082 shares; 2025Q4: 4,082 shares 4,082 $202K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 705 shares; 2025Q4: 724 shares 724 $202K 0.01% +19 Timeline OCTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,875 shares 7,875 $201K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares 620 $201K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,331 shares; 2024Q4: 11,429 shares; 2025Q1: 14,487 shares; 2025Q2: 13,783 shares; 2025Q3: 14,115 shares; 2025Q4: 15,152 shares 15,152 $199K 0.01% +1,037 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,698 shares; 2024Q4: 12,687 shares; 2025Q1: 11,741 shares; 2025Q2: 12,065 shares; 2025Q3: 11,260 shares; 2025Q4: 10,204 shares 10,204 $176K 0.01% -1,056 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,022 shares; 2025Q2: 10,000 shares; 2025Q3: 10,141 shares; 2025Q4: 10,004 shares 10,004 $171K 0.01% -137 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,504 shares; 2024Q4: 13,504 shares; 2025Q1: 13,504 shares; 2025Q2: 13,504 shares; 2025Q3: 13,504 shares; 2025Q4: 19,214 shares 19,214 $171K 0.01% +5,710 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,405 shares; 2025Q3: 16,032 shares; 2025Q4: 15,709 shares 15,709 $142K 0.01% -323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,919 shares 11,919 $140K 0.01% new Timeline FRA BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 10,984 shares; 2025Q1: 10,984 shares; 2025Q2: 10,984 shares; 2025Q3: 10,984 shares; 2025Q4: 10,984 shares 10,984 $129K 0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 12,460 shares; 2025Q1: 12,460 shares; 2025Q2: 12,460 shares; 2025Q3: 12,460 shares; 2025Q4: 12,460 shares 12,460 $123K 0.01% 0 Timeline