VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386,634 shares; 2024Q4: 1,449,048 shares; 2025Q1: 1,485,894 shares; 2025Q2: 1,533,577 shares; 2025Q3: 1,522,959 shares; 2025Q4: 1,576,808 shares 1,576,808 $98.5M 2.39% +53,849 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: 194,628 shares; 2024Q4: 296,753 shares; 2025Q1: 336,323 shares; 2025Q2: 352,169 shares; 2025Q3: 346,899 shares; 2025Q4: 352,895 shares 352,895 $95.9M 2.33% +5,996 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,667 shares; 2024Q4: 447,761 shares; 2025Q1: 461,845 shares; 2025Q2: 462,205 shares; 2025Q3: 470,223 shares; 2025Q4: 498,199 shares 498,199 $95.2M 2.31% +27,976 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: 193,076 shares; 2024Q4: 187,243 shares; 2025Q1: 184,561 shares; 2025Q2: 190,859 shares; 2025Q3: 189,898 shares; 2025Q4: 191,065 shares 191,065 $93.2M 2.26% +1,167 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: 281,252 shares; 2024Q4: 377,837 shares; 2025Q1: 423,623 shares; 2025Q2: 445,824 shares; 2025Q3: 462,190 shares; 2025Q4: 474,970 shares 474,970 $88.6M 2.15% +12,780 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: 59,416 shares; 2024Q4: 64,467 shares; 2025Q1: 74,323 shares; 2025Q2: 95,014 shares; 2025Q3: 110,146 shares; 2025Q4: 135,561 shares 135,561 $83.3M 2.02% +25,415 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: 122,799 shares; 2024Q4: 181,991 shares; 2025Q1: 309,751 shares; 2025Q2: 327,670 shares; 2025Q3: 332,657 shares; 2025Q4: 334,483 shares 334,483 $77.2M 1.87% +1,826 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,565 shares; 2024Q4: 377,268 shares; 2025Q1: 764,486 shares; 2025Q2: 751,657 shares; 2025Q3: 705,324 shares; 2025Q4: 772,020 shares 772,020 $71.9M 1.74% +66,696 Timeline VEGA ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365,964 shares; 2024Q4: 1,431,175 shares; 2025Q1: 1,345,182 shares; 2025Q2: 1,334,342 shares; 2025Q3: 1,385,732 shares; 2025Q4: 1,400,039 shares 1,400,039 $68.7M 1.67% +14,307 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: 850,295 shares; 2024Q4: 837,517 shares; 2025Q1: 800,227 shares; 2025Q2: 805,218 shares; 2025Q3: 1,012,240 shares; 2025Q4: 1,125,153 shares 1,125,153 $68.4M 1.66% +112,913 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: 95,565 shares; 2024Q4: 115,636 shares; 2025Q1: 122,793 shares; 2025Q2: 131,191 shares; 2025Q3: 134,853 shares; 2025Q4: 137,960 shares 137,960 $66.7M 1.62% +3,107 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,542 shares; 2024Q4: 118,355 shares; 2025Q1: 179,780 shares; 2025Q2: 202,555 shares; 2025Q3: 211,410 shares; 2025Q4: 308,993 shares 308,993 $65.5M 1.59% +97,583 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,383 shares; 2024Q4: 87,235 shares; 2025Q1: 83,802 shares; 2025Q2: 78,334 shares; 2025Q3: 82,851 shares; 2025Q4: 85,488 shares 85,488 $58.3M 1.41% +2,637 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: 524,147 shares; 2024Q4: 527,255 shares; 2025Q1: 490,839 shares; 2025Q2: 468,852 shares; 2025Q3: 463,167 shares; 2025Q4: 469,836 shares 469,836 $57.9M 1.4% +6,669 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,609 shares; 2024Q4: 641,890 shares; 2025Q1: 643,789 shares; 2025Q2: 985,436 shares; 2025Q3: 1,017,488 shares; 2025Q4: 1,071,991 shares 1,071,991 $51.8M 1.26% +54,503 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: 17,999 shares; 2024Q4: 24,150 shares; 2025Q1: 44,165 shares; 2025Q2: 55,273 shares; 2025Q3: 59,618 shares; 2025Q4: 81,593 shares 81,593 $51.2M 1.24% +21,975 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,716 shares; 2024Q4: 166,489 shares; 2025Q1: 218,567 shares; 2025Q2: 368,818 shares; 2025Q3: 464,357 shares; 2025Q4: 614,517 shares 614,517 $47.3M 1.15% +150,160 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437,917 shares; 2024Q4: 2,169,590 shares; 2025Q1: 1,051,036 shares; 2025Q2: 955,781 shares; 2025Q3: 971,984 shares; 2025Q4: 974,173 shares 974,173 $45.3M 1.1% +2,189 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: 55,512 shares; 2024Q4: 57,172 shares; 2025Q1: 59,583 shares; 2025Q2: 63,523 shares; 2025Q3: 64,641 shares; 2025Q4: 65,000 shares 65,000 $44.5M 1.08% +359 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,361 shares; 2024Q4: 530,876 shares; 2025Q1: 560,064 shares; 2025Q2: 569,987 shares; 2025Q3: 661,552 shares; 2025Q4: 689,763 shares 689,763 $44.5M 1.08% +28,211 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: 80,095 shares; 2024Q4: 114,687 shares; 2025Q1: 136,575 shares; 2025Q2: 142,839 shares; 2025Q3: 134,087 shares; 2025Q4: 136,396 shares 136,396 $42.7M 1.04% +2,309 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 5,555 shares; 2025Q1: 31,710 shares; 2025Q2: 59,103 shares; 2025Q3: 110,239 shares; 2025Q4: 115,966 shares 115,966 $39.8M 0.96% +5,727 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: 108,345 shares; 2024Q4: 106,280 shares; 2025Q1: 110,540 shares; 2025Q2: 116,204 shares; 2025Q3: 112,542 shares; 2025Q4: 110,719 shares 110,719 $38.3M 0.93% -1,823 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,917 shares; 2024Q4: 405,804 shares; 2025Q1: 392,022 shares; 2025Q2: 391,744 shares; 2025Q3: 401,206 shares; 2025Q4: 424,649 shares 424,649 $33.5M 0.81% +23,443 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: 252,618 shares; 2024Q4: 257,945 shares; 2025Q1: 279,306 shares; 2025Q2: 288,439 shares; 2025Q3: 267,839 shares; 2025Q4: 158,521 shares 158,521 $31.5M 0.76% -109,318 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,238 shares; 2024Q4: 557,236 shares; 2025Q1: 426,207 shares; 2025Q2: 578,740 shares; 2025Q3: 510,962 shares; 2025Q4: 431,644 shares 431,644 $30.8M 0.75% -79,318 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,337 shares; 2024Q4: 28,718 shares; 2025Q1: 29,796 shares; 2025Q2: 31,595 shares; 2025Q3: 613,270 shares; 2025Q4: 609,058 shares 609,058 $30.7M 0.74% -4,212 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: 100,275 shares; 2024Q4: 102,723 shares; 2025Q1: 98,162 shares; 2025Q2: 102,180 shares; 2025Q3: 104,314 shares; 2025Q4: 116,804 shares 116,804 $30.1M 0.73% +12,490 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,453 shares; 2024Q4: 491,996 shares; 2025Q1: 496,050 shares; 2025Q2: 516,560 shares; 2025Q3: 522,558 shares; 2025Q4: 559,789 shares 559,789 $30.1M 0.73% +37,231 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: 20,773 shares; 2024Q4: 30,004 shares; 2025Q1: 35,097 shares; 2025Q2: 37,654 shares; 2025Q3: 41,927 shares; 2025Q4: 44,681 shares 44,681 $29.5M 0.72% +2,754 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,059 shares; 2024Q4: 921,501 shares; 2025Q1: 650,179 shares; 2025Q2: 699,232 shares; 2025Q3: 856,131 shares; 2025Q4: 841,382 shares 841,382 $28.8M 0.7% -14,749 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: 37,067 shares; 2024Q4: 43,585 shares; 2025Q1: 51,578 shares; 2025Q2: 56,377 shares; 2025Q3: 59,453 shares; 2025Q4: 61,932 shares 61,932 $27.9M 0.68% +2,479 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,075 shares; 2024Q4: 276,422 shares; 2025Q1: 354,027 shares; 2025Q2: 405,076 shares; 2025Q3: 460,701 shares; 2025Q4: 510,565 shares 510,565 $27.1M 0.66% +49,864 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: 344,995 shares; 2025Q3: 695,187 shares; 2025Q4: 752,544 shares 752,544 $25.1M 0.61% +57,357 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,215 shares; 2024Q4: 150,354 shares; 2025Q1: 263,265 shares; 2025Q2: 259,911 shares; 2025Q3: 328,559 shares; 2025Q4: 303,238 shares 303,238 $24.6M 0.6% -25,321 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,229 shares; 2025Q2: 540,740 shares; 2025Q3: 567,118 shares; 2025Q4: 586,877 shares 586,877 $22.6M 0.55% +19,759 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: 354,242 shares; 2024Q4: 367,812 shares; 2025Q1: 359,654 shares; 2025Q2: 376,252 shares; 2025Q3: 401,920 shares; 2025Q4: 407,624 shares 407,624 $21.5M 0.52% +5,704 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: 86,022 shares; 2024Q4: 94,540 shares; 2025Q1: 94,870 shares; 2025Q2: 95,162 shares; 2025Q3: 96,476 shares; 2025Q4: 97,097 shares 97,097 $21.3M 0.52% +621 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: 2,300 shares; 2024Q4: 127,131 shares; 2025Q1: 119,058 shares; 2025Q2: 124,805 shares; 2025Q3: 120,346 shares; 2025Q4: 170,165 shares 170,165 $20.3M 0.49% +49,819 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 19,536 shares; 2025Q1: 212,428 shares; 2025Q2: 238,638 shares; 2025Q3: 247,248 shares; 2025Q4: 195,895 shares 195,895 $19.9M 0.48% -51,353 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: 41,536 shares; 2024Q4: 44,399 shares; 2025Q1: 47,451 shares; 2025Q2: 63,330 shares; 2025Q3: 53,307 shares; 2025Q4: 58,381 shares 58,381 $19.6M 0.47% +5,074 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: 30,122 shares; 2024Q4: 46,450 shares; 2025Q1: 51,955 shares; 2025Q2: 54,342 shares; 2025Q3: 36,622 shares; 2025Q4: 37,010 shares 37,010 $18.6M 0.45% +388 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,470 shares; 2024Q4: 185,538 shares; 2025Q1: 185,038 shares; 2025Q2: 188,467 shares; 2025Q3: 190,370 shares; 2025Q4: 208,267 shares 208,267 $18.4M 0.45% +17,897 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,730 shares; 2024Q4: 221,988 shares; 2025Q1: 231,119 shares; 2025Q2: 224,940 shares; 2025Q3: 218,111 shares; 2025Q4: 231,252 shares 231,252 $18M 0.44% +13,141 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,432 shares; 2024Q4: 332,871 shares; 2025Q1: 343,783 shares; 2025Q2: 355,342 shares; 2025Q3: 358,241 shares; 2025Q4: 381,034 shares 381,034 $17.9M 0.43% +22,793 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,202 shares; 2024Q4: 214,328 shares; 2025Q1: 362,399 shares; 2025Q2: 455,124 shares; 2025Q3: 468,449 shares; 2025Q4: 476,681 shares 476,681 $16.6M 0.4% +8,232 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: 8,416 shares; 2024Q4: 9,899 shares; 2025Q1: 12,755 shares; 2025Q2: 13,819 shares; 2025Q3: 14,631 shares; 2025Q4: 14,288 shares 14,288 $15.4M 0.37% -343 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,527 shares; 2024Q4: 159,204 shares; 2025Q1: 327,630 shares; 2025Q2: 372,755 shares; 2025Q3: 392,680 shares; 2025Q4: 405,595 shares 405,595 $15M 0.36% +12,915 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,845 shares; 2024Q4: 515,959 shares; 2025Q1: 536,343 shares; 2025Q2: 573,215 shares; 2025Q3: 462,200 shares; 2025Q4: 559,013 shares 559,013 $14.9M 0.36% +96,813 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: 121,840 shares; 2024Q4: 155,564 shares; 2025Q1: 191,753 shares; 2025Q2: 211,407 shares; 2025Q3: 226,184 shares; 2025Q4: 249,161 shares 249,161 $14.4M 0.35% +22,977 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,990 shares; 2024Q4: 245,059 shares; 2025Q1: 230,827 shares; 2025Q2: 178,643 shares; 2025Q3: 184,356 shares; 2025Q4: 197,204 shares 197,204 $13.7M 0.33% +12,848 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: 183,286 shares; 2024Q4: 186,370 shares; 2025Q1: 226,418 shares; 2025Q2: 235,633 shares; 2025Q3: 342,125 shares; 2025Q4: 345,912 shares 345,912 $13.7M 0.33% +3,787 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,150 shares; 2024Q4: 36,229 shares; 2025Q1: 35,111 shares; 2025Q2: 31,574 shares; 2025Q3: 36,636 shares; 2025Q4: 37,978 shares 37,978 $13.7M 0.33% +1,342 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: 98,287 shares; 2024Q4: 111,805 shares; 2025Q1: 106,820 shares; 2025Q2: 116,818 shares; 2025Q3: 85,171 shares; 2025Q4: 93,945 shares 93,945 $13.5M 0.33% +8,774 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,050 shares; 2024Q4: 133,557 shares; 2025Q1: 128,125 shares; 2025Q2: 136,903 shares; 2025Q3: 148,101 shares; 2025Q4: 143,176 shares 143,176 $13.5M 0.33% -4,925 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,836 shares; 2024Q4: 169,775 shares; 2025Q1: 216,539 shares; 2025Q2: 226,122 shares; 2025Q3: 202,679 shares; 2025Q4: 201,311 shares 201,311 $13.4M 0.32% -1,368 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: 26,202 shares; 2024Q4: 27,260 shares; 2025Q1: 28,479 shares; 2025Q2: 36,656 shares; 2025Q3: 37,621 shares; 2025Q4: 33,013 shares 33,013 $13.1M 0.32% -4,608 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,156 shares; 2024Q4: 37,983 shares; 2025Q1: 37,762 shares; 2025Q2: 39,334 shares; 2025Q3: 112,073 shares; 2025Q4: 137,429 shares 137,429 $13M 0.32% +25,356 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: 12,866 shares; 2024Q4: 30,591 shares; 2025Q1: 32,295 shares; 2025Q2: 53,090 shares; 2025Q3: 125,527 shares; 2025Q4: 120,034 shares 120,034 $12.8M 0.31% -5,493 Timeline BBUS 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: 114,534 shares; 2024Q4: 110,167 shares; 2025Q1: 112,949 shares; 2025Q2: 102,788 shares; 2025Q3: 99,781 shares; 2025Q4: 103,113 shares 103,113 $12.7M 0.31% +3,332 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: not reported; 2025Q1: 4,503 shares; 2025Q2: not reported; 2025Q3: 163,844 shares; 2025Q4: 194,061 shares 194,061 $12.6M 0.3% +30,217 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: 28,661 shares; 2024Q4: 46,902 shares; 2025Q1: 84,384 shares; 2025Q2: 99,271 shares; 2025Q3: 100,978 shares; 2025Q4: 70,406 shares 70,406 $12.5M 0.3% -30,572 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: 210,822 shares; 2024Q4: 226,142 shares; 2025Q1: 190,370 shares; 2025Q2: 215,174 shares; 2025Q3: 226,257 shares; 2025Q4: 215,423 shares 215,423 $12.3M 0.3% -10,834 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 15,811 shares; 2025Q3: 59,067 shares; 2025Q4: 154,762 shares 154,762 $11.7M 0.28% +95,695 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,378 shares; 2024Q4: 596,836 shares; 2025Q1: 682,671 shares; 2025Q2: 740,653 shares; 2025Q3: 820,049 shares; 2025Q4: 899,165 shares 899,165 $11.6M 0.28% +79,116 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: 547,396 shares; 2024Q4: 523,039 shares; 2025Q1: 324,769 shares; 2025Q2: 134,997 shares; 2025Q3: 139,909 shares; 2025Q4: 140,715 shares 140,715 $11.3M 0.27% +806 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: 75,066 shares; 2024Q4: 75,844 shares; 2025Q1: 73,207 shares; 2025Q2: 72,708 shares; 2025Q3: 71,117 shares; 2025Q4: 75,706 shares 75,706 $11.3M 0.27% +4,589 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 7,180 shares; 2025Q1: 9,757 shares; 2025Q2: 10,996 shares; 2025Q3: 13,180 shares; 2025Q4: 118,883 shares 118,883 $11.1M 0.27% +105,703 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,825 shares; 2024Q4: 176,536 shares; 2025Q1: 183,564 shares; 2025Q2: 168,396 shares; 2025Q3: 137,058 shares; 2025Q4: 218,088 shares 218,088 $11M 0.27% +81,030 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,895 shares; 2024Q4: 63,788 shares; 2025Q1: 56,051 shares; 2025Q2: 66,438 shares; 2025Q3: 55,497 shares; 2025Q4: 43,553 shares 43,553 $10.9M 0.27% -11,944 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: 102,492 shares; 2024Q4: 107,572 shares; 2025Q1: 105,982 shares; 2025Q2: 101,799 shares; 2025Q3: 110,646 shares; 2025Q4: 112,167 shares 112,167 $10.8M 0.26% +1,521 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: 181,079 shares; 2024Q4: 200,550 shares; 2025Q1: 227,733 shares; 2025Q2: 246,177 shares; 2025Q3: 262,953 shares; 2025Q4: 257,915 shares 257,915 $10.5M 0.25% -5,038 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: 37,526 shares; 2024Q4: 40,505 shares; 2025Q1: 42,217 shares; 2025Q2: 44,453 shares; 2025Q3: 46,005 shares; 2025Q4: 45,844 shares 45,844 $10.5M 0.25% -161 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: 22,897 shares; 2024Q4: 24,780 shares; 2025Q1: 29,305 shares; 2025Q2: 31,967 shares; 2025Q3: 32,761 shares; 2025Q4: 32,365 shares 32,365 $10.4M 0.25% -396 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,210 shares; 2024Q4: 41,425 shares; 2025Q1: 40,180 shares; 2025Q2: 53,680 shares; 2025Q3: 52,230 shares; 2025Q4: 448,425 shares 448,425 $10.3M 0.25% +396,195 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: 19,288 shares; 2024Q4: 22,487 shares; 2025Q1: 31,013 shares; 2025Q2: 35,272 shares; 2025Q3: 34,529 shares; 2025Q4: 32,679 shares 32,679 $10.3M 0.25% -1,850 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: 71,558 shares; 2024Q4: 86,375 shares; 2025Q1: 88,722 shares; 2025Q2: 90,969 shares; 2025Q3: 86,539 shares; 2025Q4: 91,844 shares 91,844 $10.2M 0.25% +5,305 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: 24,748 shares; 2024Q4: 25,689 shares; 2025Q1: 28,866 shares; 2025Q2: 27,231 shares; 2025Q3: 31,763 shares; 2025Q4: 33,419 shares 33,419 $9.9M 0.24% +1,656 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,259 shares; 2024Q4: 43,096 shares; 2025Q1: 50,937 shares; 2025Q2: 149,368 shares; 2025Q3: 158,965 shares; 2025Q4: 166,153 shares 166,153 $9.76M 0.24% +7,188 Timeline MSTB 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: 328,092 shares; 2024Q4: 398,538 shares; 2025Q1: 338,313 shares; 2025Q2: 309,432 shares; 2025Q3: 290,178 shares; 2025Q4: 234,611 shares 234,611 $9.37M 0.23% -55,567 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: 22,994 shares; 2024Q4: 26,734 shares; 2025Q1: 36,082 shares; 2025Q2: 36,826 shares; 2025Q3: 34,967 shares; 2025Q4: 29,853 shares 29,853 $9.2M 0.22% -5,114 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,728 shares; 2024Q4: 280,185 shares; 2025Q1: 279,979 shares; 2025Q2: 277,959 shares; 2025Q3: 307,782 shares; 2025Q4: 322,935 shares 322,935 $9.12M 0.22% +15,153 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,627 shares; 2024Q4: 180,120 shares; 2025Q1: 174,764 shares; 2025Q2: 184,507 shares; 2025Q3: 181,250 shares; 2025Q4: 179,068 shares 179,068 $9.11M 0.22% -2,182 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,166 shares; 2024Q4: 54,835 shares; 2025Q1: 66,975 shares; 2025Q2: 83,613 shares; 2025Q3: 91,498 shares; 2025Q4: 106,292 shares 106,292 $9.07M 0.22% +14,794 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157,030 shares; 2025Q2: 163,335 shares; 2025Q3: 296,103 shares; 2025Q4: 301,256 shares 301,256 $8.98M 0.22% +5,153 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,114 shares; 2024Q4: 50,000 shares; 2025Q1: 67,905 shares; 2025Q2: 74,865 shares; 2025Q3: 81,850 shares; 2025Q4: 92,908 shares 92,908 $8.92M 0.22% +11,058 Timeline BUFZ 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: 35,350 shares; 2025Q2: 34,657 shares; 2025Q3: 285,333 shares; 2025Q4: 331,009 shares 331,009 $8.78M 0.21% +45,676 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: 151,891 shares; 2024Q4: 147,065 shares; 2025Q1: 127,089 shares; 2025Q2: 128,649 shares; 2025Q3: 145,668 shares; 2025Q4: 168,094 shares 168,094 $8.5M 0.21% +22,426 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,121 shares; 2024Q4: 39,187 shares; 2025Q1: 47,096 shares; 2025Q2: 65,815 shares; 2025Q3: 60,563 shares; 2025Q4: 59,110 shares 59,110 $8.47M 0.21% -1,453 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: 20,342 shares; 2024Q4: 23,150 shares; 2025Q1: 22,626 shares; 2025Q2: 24,018 shares; 2025Q3: 23,286 shares; 2025Q4: 23,130 shares 23,130 $7.96M 0.19% -156 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: 17,004 shares; 2024Q4: 18,296 shares; 2025Q1: 19,861 shares; 2025Q2: 17,384 shares; 2025Q3: 25,204 shares; 2025Q4: 54,652 shares 54,652 $7.87M 0.19% +29,448 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: 18,579 shares; 2024Q4: 20,208 shares; 2025Q1: 22,953 shares; 2025Q2: 24,539 shares; 2025Q3: 21,720 shares; 2025Q4: 22,250 shares 22,250 $7.8M 0.19% +530 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: 59,848 shares; 2025Q2: 84,165 shares; 2025Q3: 87,934 shares; 2025Q4: 98,838 shares 98,838 $7.7M 0.19% +10,904 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: 27,288 shares; 2024Q4: 29,580 shares; 2025Q1: 29,080 shares; 2025Q2: 29,120 shares; 2025Q3: 35,080 shares; 2025Q4: 84,225 shares 84,225 $7.7M 0.19% +49,145 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,436 shares; 2024Q4: 112,482 shares; 2025Q1: 47,388 shares; 2025Q2: 39,453 shares; 2025Q3: 50,727 shares; 2025Q4: 169,788 shares 169,788 $7.59M 0.18% +119,061 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,381 shares; 2024Q4: 103,853 shares; 2025Q1: 165,902 shares; 2025Q2: 99,967 shares; 2025Q3: 132,512 shares; 2025Q4: 170,722 shares 170,722 $7.58M 0.18% +38,210 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: 39,456 shares; 2024Q4: 45,551 shares; 2025Q1: 48,675 shares; 2025Q2: 47,932 shares; 2025Q3: 51,977 shares; 2025Q4: 52,461 shares 52,461 $7.53M 0.18% +484 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: 21,577 shares; 2024Q4: 34,529 shares; 2025Q1: 40,661 shares; 2025Q2: 117,502 shares; 2025Q3: 123,330 shares; 2025Q4: 115,549 shares 115,549 $7.44M 0.18% -7,781 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,074 shares; 2024Q4: 232,375 shares; 2025Q1: 296,207 shares; 2025Q2: 293,875 shares; 2025Q3: 286,895 shares; 2025Q4: 314,425 shares 314,425 $7.43M 0.18% +27,530 Timeline SPTS 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: 400,359 shares; 2024Q4: 358,073 shares; 2025Q1: 331,656 shares; 2025Q2: 330,118 shares; 2025Q3: 257,009 shares; 2025Q4: 252,574 shares 252,574 $7.4M 0.18% -4,435 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: 28,587 shares; 2024Q4: 299,578 shares; 2025Q1: 258,289 shares; 2025Q2: 328,281 shares; 2025Q3: 215,639 shares; 2025Q4: 225,847 shares 225,847 $7.37M 0.18% +10,208 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,381 shares; 2024Q4: 248,361 shares; 2025Q1: 223,733 shares; 2025Q2: 218,654 shares; 2025Q3: 188,364 shares; 2025Q4: 190,318 shares 190,318 $7.25M 0.18% +1,954 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: 63,029 shares; 2024Q4: 56,192 shares; 2025Q1: 73,951 shares; 2025Q2: 55,920 shares; 2025Q3: 50,502 shares; 2025Q4: 37,718 shares 37,718 $7.23M 0.18% -12,784 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,315 shares; 2024Q4: 123,762 shares; 2025Q1: 136,343 shares; 2025Q2: 149,865 shares; 2025Q3: 159,403 shares; 2025Q4: 174,101 shares 174,101 $7.19M 0.17% +14,698 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: 28,881 shares; 2024Q4: 33,870 shares; 2025Q1: 35,281 shares; 2025Q2: 36,660 shares; 2025Q3: 41,177 shares; 2025Q4: 43,929 shares 43,929 $7.05M 0.17% +2,752 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,095 shares; 2024Q4: 85,090 shares; 2025Q1: 98,968 shares; 2025Q2: 104,843 shares; 2025Q3: 108,538 shares; 2025Q4: 112,986 shares 112,986 $7.04M 0.17% +4,448 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,861 shares; 2025Q3: 157,024 shares; 2025Q4: 268,248 shares 268,248 $7.02M 0.17% +111,224 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: 39,918 shares; 2024Q4: 55,311 shares; 2025Q1: 53,486 shares; 2025Q2: 53,748 shares; 2025Q3: 55,149 shares; 2025Q4: 58,225 shares 58,225 $7.01M 0.17% +3,076 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,719 shares; 2024Q4: 9,041 shares; 2025Q1: 11,097 shares; 2025Q2: 11,480 shares; 2025Q3: 12,488 shares; 2025Q4: 14,542 shares 14,542 $6.99M 0.17% +2,054 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: 117,673 shares; 2024Q4: 135,564 shares; 2025Q1: 178,513 shares; 2025Q2: 235,258 shares; 2025Q3: 250,982 shares; 2025Q4: 279,992 shares 279,992 $6.97M 0.17% +29,010 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: 8,673 shares; 2024Q4: 8,524 shares; 2025Q1: 8,642 shares; 2025Q2: 8,310 shares; 2025Q3: 8,765 shares; 2025Q4: 9,138 shares 9,138 $6.89M 0.17% +373 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 24,611 shares; 2025Q1: 48,710 shares; 2025Q2: 57,039 shares; 2025Q3: 58,320 shares; 2025Q4: 65,933 shares 65,933 $6.75M 0.16% +7,613 Timeline JGRO 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: 48,747 shares; 2024Q4: 50,229 shares; 2025Q1: 62,240 shares; 2025Q2: 71,188 shares; 2025Q3: 67,119 shares; 2025Q4: 71,632 shares 71,632 $6.65M 0.16% +4,513 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,857 shares; 2024Q4: 122,615 shares; 2025Q1: 135,021 shares; 2025Q2: 143,506 shares; 2025Q3: 151,682 shares; 2025Q4: 154,300 shares 154,300 $6.57M 0.16% +2,618 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 5,316 shares; 2025Q1: 6,939 shares; 2025Q2: 7,066 shares; 2025Q3: 7,203 shares; 2025Q4: 7,445 shares 7,445 $6.54M 0.16% +242 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: 16,700 shares; 2024Q4: 28,241 shares; 2025Q1: 34,658 shares; 2025Q2: 34,203 shares; 2025Q3: 34,830 shares; 2025Q4: 31,479 shares 31,479 $6.51M 0.16% -3,351 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,204 shares; 2025Q3: 124,733 shares; 2025Q4: 128,335 shares 128,335 $6.4M 0.16% +3,602 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: 5,465 shares; 2024Q4: 6,579 shares; 2025Q1: 7,900 shares; 2025Q2: 8,068 shares; 2025Q3: 7,647 shares; 2025Q4: 7,406 shares 7,406 $6.39M 0.15% -241 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: 7,231 shares; 2024Q4: 15,383 shares; 2025Q1: 15,842 shares; 2025Q2: 15,518 shares; 2025Q3: 14,615 shares; 2025Q4: 22,369 shares 22,369 $6.38M 0.15% +7,754 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: 10,130 shares; 2024Q4: 8,170 shares; 2025Q1: 9,192 shares; 2025Q2: 11,070 shares; 2025Q3: 11,008 shares; 2025Q4: 10,889 shares 10,889 $6.24M 0.15% -119 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: 37,273 shares; 2024Q4: 39,767 shares; 2025Q1: 41,643 shares; 2025Q2: 44,910 shares; 2025Q3: 41,210 shares; 2025Q4: 40,822 shares 40,822 $6.22M 0.15% -388 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: 9,783 shares; 2024Q4: 11,329 shares; 2025Q1: 11,338 shares; 2025Q2: 11,243 shares; 2025Q3: 9,429 shares; 2025Q4: 10,748 shares 10,748 $6.14M 0.15% +1,319 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,435 shares; 2024Q4: 107,774 shares; 2025Q1: 108,398 shares; 2025Q2: 147,003 shares; 2025Q3: 162,477 shares; 2025Q4: 163,777 shares 163,777 $6.12M 0.15% +1,300 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: 16,591 shares; 2024Q4: 18,027 shares; 2025Q1: 25,478 shares; 2025Q2: 25,366 shares; 2025Q3: 33,001 shares; 2025Q4: 34,491 shares 34,491 $6.12M 0.15% +1,490 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: 23,275 shares; 2024Q4: 24,341 shares; 2025Q1: 22,424 shares; 2025Q2: 20,878 shares; 2025Q3: 19,845 shares; 2025Q4: 24,872 shares 24,872 $6.12M 0.15% +5,027 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,764 shares; 2024Q4: 16,111 shares; 2025Q1: 12,699 shares; 2025Q2: 13,443 shares; 2025Q3: 12,434 shares; 2025Q4: 12,756 shares 12,756 $6.04M 0.15% +322 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: 51,973 shares; 2024Q4: 49,700 shares; 2025Q1: 52,537 shares; 2025Q2: 61,393 shares; 2025Q3: 72,854 shares; 2025Q4: 60,131 shares 60,131 $6.01M 0.15% -12,723 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,078 shares; 2024Q4: 39,323 shares; 2025Q1: 42,413 shares; 2025Q2: 40,538 shares; 2025Q3: 39,180 shares; 2025Q4: 43,565 shares 43,565 $5.97M 0.14% +4,385 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,967 shares; 2025Q1: 11,137 shares; 2025Q2: 12,336 shares; 2025Q3: 12,482 shares; 2025Q4: 23,297 shares 23,297 $5.89M 0.14% +10,815 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: 9,319 shares; 2024Q4: 10,166 shares; 2025Q1: 9,692 shares; 2025Q2: 10,012 shares; 2025Q3: 8,540 shares; 2025Q4: 8,861 shares 8,861 $5.87M 0.14% +321 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,098 shares; 2024Q4: 48,199 shares; 2025Q1: 68,012 shares; 2025Q2: 78,417 shares; 2025Q3: 80,094 shares; 2025Q4: 84,075 shares 84,075 $5.84M 0.14% +3,981 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,653 shares; 2024Q4: 132,521 shares; 2025Q1: 119,314 shares; 2025Q2: 119,796 shares; 2025Q3: 121,855 shares; 2025Q4: 122,570 shares 122,570 $5.74M 0.14% +715 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: 2,332 shares; 2024Q4: 2,959 shares; 2025Q1: 6,363 shares; 2025Q2: 7,688 shares; 2025Q3: 8,564 shares; 2025Q4: 9,367 shares 9,367 $5.65M 0.14% +803 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,553 shares; 2024Q4: 84,715 shares; 2025Q1: 101,075 shares; 2025Q2: 105,237 shares; 2025Q3: 109,744 shares; 2025Q4: 117,682 shares 117,682 $5.64M 0.14% +7,938 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,253 shares; 2024Q4: 196,162 shares; 2025Q1: 56,159 shares; 2025Q2: 58,656 shares; 2025Q3: 66,505 shares; 2025Q4: 64,617 shares 64,617 $5.63M 0.14% -1,888 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: 10,392 shares; 2024Q4: 13,132 shares; 2025Q1: 14,738 shares; 2025Q2: 15,338 shares; 2025Q3: 15,904 shares; 2025Q4: 17,159 shares 17,159 $5.62M 0.14% +1,255 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: 7,555 shares; 2024Q4: 10,057 shares; 2025Q1: 19,778 shares; 2025Q2: 23,220 shares; 2025Q3: 26,856 shares; 2025Q4: 30,223 shares 30,223 $5.59M 0.14% +3,367 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,188 shares; 2024Q4: 18,539 shares; 2025Q1: 19,846 shares; 2025Q2: 23,045 shares; 2025Q3: 29,942 shares; 2025Q4: 35,308 shares 35,308 $5.47M 0.13% +5,366 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: 5,999 shares; 2024Q4: 11,617 shares; 2025Q1: 17,058 shares; 2025Q2: 18,389 shares; 2025Q3: 19,412 shares; 2025Q4: 19,530 shares 19,530 $5.38M 0.13% +118 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: 99,616 shares; 2024Q4: 84,499 shares; 2025Q1: 87,769 shares; 2025Q2: 81,397 shares; 2025Q3: 65,465 shares; 2025Q4: 64,696 shares 64,696 $5.34M 0.13% -769 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,152 shares; 2025Q3: 155,557 shares; 2025Q4: 208,639 shares 208,639 $5.29M 0.13% +53,082 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,943 shares; 2024Q4: 142,490 shares; 2025Q1: 103,558 shares; 2025Q2: 81,574 shares; 2025Q3: 53,036 shares; 2025Q4: 53,325 shares 53,325 $5.22M 0.13% +289 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: 6,613 shares; 2024Q4: 9,670 shares; 2025Q1: 8,725 shares; 2025Q2: 7,504 shares; 2025Q3: 6,816 shares; 2025Q4: 6,312 shares 6,312 $5.18M 0.13% -504 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,974 shares; 2024Q4: 240,497 shares; 2025Q1: 222,625 shares; 2025Q2: 217,747 shares; 2025Q3: 178,236 shares; 2025Q4: 171,234 shares 171,234 $5.17M 0.13% -7,002 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: 11,903 shares; 2024Q4: 13,248 shares; 2025Q1: 12,476 shares; 2025Q2: 12,741 shares; 2025Q3: 15,152 shares; 2025Q4: 15,622 shares 15,622 $5.16M 0.13% +470 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,330 shares; 2024Q4: 111,484 shares; 2025Q1: 106,237 shares; 2025Q2: 115,153 shares; 2025Q3: 125,067 shares; 2025Q4: 118,693 shares 118,693 $5.09M 0.12% -6,374 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: 11,259 shares; 2024Q4: 17,965 shares; 2025Q1: 22,763 shares; 2025Q2: 25,870 shares; 2025Q3: 28,891 shares; 2025Q4: 32,755 shares 32,755 $5.05M 0.12% +3,864 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: 11,990 shares; 2024Q4: 12,816 shares; 2025Q1: 12,935 shares; 2025Q2: 13,996 shares; 2025Q3: 13,475 shares; 2025Q4: 13,624 shares 13,624 $5.04M 0.12% +149 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: 30,496 shares; 2024Q4: 91,259 shares; 2025Q1: 349,872 shares; 2025Q2: 235,377 shares; 2025Q3: 186,177 shares; 2025Q4: 183,510 shares 183,510 $5.03M 0.12% -2,667 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 5,352 shares; 2025Q1: 31,453 shares; 2025Q2: 40,994 shares; 2025Q3: 44,032 shares; 2025Q4: 50,538 shares 50,538 $5.03M 0.12% +6,506 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: 16,204 shares; 2024Q4: 22,040 shares; 2025Q1: 19,577 shares; 2025Q2: 22,211 shares; 2025Q3: 25,649 shares; 2025Q4: 25,660 shares 25,660 $5M 0.12% +11 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: 5,955 shares; 2024Q4: 6,878 shares; 2025Q1: 14,042 shares; 2025Q2: 26,890 shares; 2025Q3: 27,913 shares; 2025Q4: 36,998 shares 36,998 $5M 0.12% +9,085 Timeline DUHP 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: 58,704 shares; 2024Q4: 69,509 shares; 2025Q1: 69,181 shares; 2025Q2: 69,060 shares; 2025Q3: 133,772 shares; 2025Q4: 131,325 shares 131,325 $4.99M 0.12% -2,447 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: 108,390 shares; 2024Q4: 101,755 shares; 2025Q1: 73,571 shares; 2025Q2: 78,330 shares; 2025Q3: 70,736 shares; 2025Q4: 74,821 shares 74,821 $4.94M 0.12% +4,085 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,184 shares 91,184 $4.93M 0.12% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,500 shares; 2024Q4: 97,642 shares; 2025Q1: 107,791 shares; 2025Q2: 85,806 shares; 2025Q3: 102,271 shares; 2025Q4: 105,215 shares 105,215 $4.93M 0.12% +2,944 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: 10,598 shares; 2024Q4: 10,625 shares; 2025Q1: 11,101 shares; 2025Q2: 11,241 shares; 2025Q3: 11,218 shares; 2025Q4: 10,558 shares 10,558 $4.92M 0.12% -660 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: 24,450 shares; 2024Q4: 31,336 shares; 2025Q1: 38,451 shares; 2025Q2: 41,131 shares; 2025Q3: 47,615 shares; 2025Q4: 46,056 shares 46,056 $4.85M 0.12% -1,559 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: 18,072 shares; 2024Q4: 20,463 shares; 2025Q1: 23,492 shares; 2025Q2: 25,139 shares; 2025Q3: 25,751 shares; 2025Q4: 26,349 shares 26,349 $4.83M 0.12% +598 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: 24,564 shares; 2024Q4: 25,088 shares; 2025Q1: 25,461 shares; 2025Q2: 42,670 shares; 2025Q3: 38,013 shares; 2025Q4: 39,809 shares 39,809 $4.78M 0.12% +1,796 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: 10,080 shares; 2024Q4: 6,961 shares; 2025Q1: 16,349 shares; 2025Q2: 25,047 shares; 2025Q3: 76,294 shares; 2025Q4: 83,404 shares 83,404 $4.74M 0.11% +7,110 Timeline VHT 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: 5,004 shares; 2024Q4: 6,006 shares; 2025Q1: 13,414 shares; 2025Q2: 12,924 shares; 2025Q3: 16,661 shares; 2025Q4: 16,431 shares 16,431 $4.73M 0.11% -230 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: 23,794 shares; 2024Q4: 23,894 shares; 2025Q1: 24,833 shares; 2025Q2: 26,952 shares; 2025Q3: 21,211 shares; 2025Q4: 18,364 shares 18,364 $4.72M 0.11% -2,847 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,823 shares; 2024Q4: 6,575 shares; 2025Q1: 6,512 shares; 2025Q2: 25,965 shares; 2025Q3: 56,799 shares; 2025Q4: 57,207 shares 57,207 $4.71M 0.11% +408 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: 103,701 shares; 2024Q4: 109,163 shares; 2025Q1: 82,413 shares; 2025Q2: 83,039 shares; 2025Q3: 83,038 shares; 2025Q4: 85,464 shares 85,464 $4.7M 0.11% +2,426 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: 34,960 shares; 2024Q4: 40,220 shares; 2025Q1: 42,394 shares; 2025Q2: 40,321 shares; 2025Q3: 43,562 shares; 2025Q4: 43,635 shares 43,635 $4.67M 0.11% +73 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,153 shares; 2024Q4: 181,768 shares; 2025Q1: 181,535 shares; 2025Q2: 190,098 shares; 2025Q3: 197,720 shares; 2025Q4: 202,029 shares 202,029 $4.65M 0.11% +4,309 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,567 shares; 2024Q4: 33,387 shares; 2025Q1: 31,848 shares; 2025Q2: 62,219 shares; 2025Q3: 59,227 shares; 2025Q4: 57,466 shares 57,466 $4.58M 0.11% -1,761 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: 19,664 shares; 2024Q4: 20,438 shares; 2025Q1: 20,379 shares; 2025Q2: 22,395 shares; 2025Q3: 22,142 shares; 2025Q4: 21,099 shares 21,099 $4.52M 0.11% -1,043 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,281 shares; 2024Q4: 45,172 shares; 2025Q1: 48,287 shares; 2025Q2: 48,011 shares; 2025Q3: 47,870 shares; 2025Q4: 52,848 shares 52,848 $4.47M 0.11% +4,978 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,331 shares; 2025Q3: 61,907 shares; 2025Q4: 89,934 shares 89,934 $4.47M 0.11% +28,027 Timeline QUS 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: 62,971 shares; 2024Q4: 53,193 shares; 2025Q1: 50,859 shares; 2025Q2: 49,305 shares; 2025Q3: 39,466 shares; 2025Q4: 25,608 shares 25,608 $4.46M 0.11% -13,858 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 28,397 shares; 2025Q1: 39,357 shares; 2025Q2: 60,966 shares; 2025Q3: 44,046 shares; 2025Q4: 59,388 shares 59,388 $4.4M 0.11% +15,342 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,217 shares; 2024Q4: 56,045 shares; 2025Q1: 56,481 shares; 2025Q2: 68,700 shares; 2025Q3: 93,567 shares; 2025Q4: 91,054 shares 91,054 $4.37M 0.11% -2,513 Timeline FIXD 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: 43,980 shares; 2024Q4: 31,841 shares; 2025Q1: 41,412 shares; 2025Q2: 67,340 shares; 2025Q3: 99,586 shares; 2025Q4: 97,585 shares 97,585 $4.32M 0.1% -2,001 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: 15,807 shares; 2024Q4: 16,830 shares; 2025Q1: 17,098 shares; 2025Q2: 17,211 shares; 2025Q3: 17,490 shares; 2025Q4: 18,308 shares 18,308 $4.24M 0.1% +818 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: 4,571 shares; 2024Q4: 5,194 shares; 2025Q1: 5,523 shares; 2025Q2: 13,472 shares; 2025Q3: 10,150 shares; 2025Q4: 15,766 shares 15,766 $4.23M 0.1% +5,616 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,742 shares; 2024Q4: 95,992 shares; 2025Q1: 105,948 shares; 2025Q2: 77,150 shares; 2025Q3: 70,934 shares; 2025Q4: 83,870 shares 83,870 $4.22M 0.1% +12,936 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: 34,762 shares; 2024Q4: 38,833 shares; 2025Q1: 50,371 shares; 2025Q2: 58,963 shares; 2025Q3: 62,349 shares; 2025Q4: 62,623 shares 62,623 $4.21M 0.1% +274 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,347 shares; 2024Q4: 55,618 shares; 2025Q1: 58,213 shares; 2025Q2: 36,000 shares; 2025Q3: 38,808 shares; 2025Q4: 42,610 shares 42,610 $4.2M 0.1% +3,802 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,721 shares 46,721 $4.19M 0.1% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,168 shares; 2024Q4: 20,226 shares; 2025Q1: 19,736 shares; 2025Q2: 18,900 shares; 2025Q3: 19,469 shares; 2025Q4: 19,703 shares 19,703 $4.17M 0.1% +234 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,176 shares; 2025Q1: 21,238 shares; 2025Q2: 18,726 shares; 2025Q3: 18,671 shares; 2025Q4: 89,951 shares 89,951 $4.17M 0.1% +71,280 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,215 shares; 2024Q4: 112,138 shares; 2025Q1: 124,504 shares; 2025Q2: 187,175 shares; 2025Q3: 180,370 shares; 2025Q4: 235,444 shares 235,444 $4.16M 0.1% +55,074 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,524 shares; 2024Q4: 48,244 shares; 2025Q1: 59,933 shares; 2025Q2: 61,952 shares; 2025Q3: 58,877 shares; 2025Q4: 58,301 shares 58,301 $4.14M 0.1% -576 Timeline SPTL 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: 127,901 shares; 2024Q4: 115,125 shares; 2025Q1: 119,906 shares; 2025Q2: 129,909 shares; 2025Q3: 113,873 shares; 2025Q4: 155,307 shares 155,307 $4.11M 0.1% +41,434 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,319 shares; 2025Q1: 4,748 shares; 2025Q2: 2,465 shares; 2025Q3: 7,012 shares; 2025Q4: 7,206 shares 7,206 $4.09M 0.1% +194 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: 91,172 shares; 2024Q4: 65,354 shares; 2025Q1: 79,421 shares; 2025Q2: 84,766 shares; 2025Q3: 49,681 shares; 2025Q4: 53,085 shares 53,085 $4.09M 0.1% +3,404 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: 73,579 shares; 2024Q4: 83,068 shares; 2025Q1: 69,338 shares; 2025Q2: 68,820 shares; 2025Q3: 65,925 shares; 2025Q4: 73,642 shares 73,642 $4.03M 0.1% +7,717 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: 10,032 shares; 2024Q4: 19,672 shares; 2025Q1: 24,970 shares; 2025Q2: 27,348 shares; 2025Q3: 23,104 shares; 2025Q4: 21,720 shares 21,720 $4M 0.1% -1,384 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,324 shares; 2024Q4: 357,163 shares; 2025Q1: 178,559 shares; 2025Q2: 171,466 shares; 2025Q3: 34,799 shares; 2025Q4: 34,888 shares 34,888 $3.97M 0.1% +89 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,443 shares; 2024Q4: 30,558 shares; 2025Q1: 35,296 shares; 2025Q2: 81,170 shares; 2025Q3: 89,898 shares; 2025Q4: 38,812 shares 38,812 $3.97M 0.1% -51,086 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: 139,264 shares; 2024Q4: 135,146 shares; 2025Q1: 134,005 shares; 2025Q2: 114,226 shares; 2025Q3: 17,740 shares; 2025Q4: 19,888 shares 19,888 $3.97M 0.1% +2,148 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: 44,329 shares; 2024Q4: 50,194 shares; 2025Q1: 53,810 shares; 2025Q2: 53,291 shares; 2025Q3: 53,495 shares; 2025Q4: 56,272 shares 56,272 $3.93M 0.1% +2,777 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: 10,374 shares; 2024Q4: 9,944 shares; 2025Q1: 10,906 shares; 2025Q2: 12,454 shares; 2025Q3: 12,591 shares; 2025Q4: 12,764 shares 12,764 $3.9M 0.09% +173 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,671 shares; 2024Q4: 26,980 shares; 2025Q1: 28,459 shares; 2025Q2: 27,188 shares; 2025Q3: 36,616 shares; 2025Q4: 38,801 shares 38,801 $3.89M 0.09% +2,185 Timeline LALT 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: 33,031 shares; 2024Q4: 120,684 shares; 2025Q1: 155,656 shares; 2025Q2: 156,374 shares; 2025Q3: 168,751 shares; 2025Q4: 170,737 shares 170,737 $3.89M 0.09% +1,986 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,116 shares; 2024Q4: 78,994 shares; 2025Q1: 74,919 shares; 2025Q2: 87,771 shares; 2025Q3: 92,906 shares; 2025Q4: 95,663 shares 95,663 $3.89M 0.09% +2,757 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,174 shares; 2024Q4: 27,557 shares; 2025Q1: 26,752 shares; 2025Q2: 26,330 shares; 2025Q3: 25,408 shares; 2025Q4: 25,921 shares 25,921 $3.86M 0.09% +513 Timeline PFM 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: 59,447 shares; 2024Q4: 58,549 shares; 2025Q1: 63,466 shares; 2025Q2: 69,363 shares; 2025Q3: 73,025 shares; 2025Q4: 74,485 shares 74,485 $3.84M 0.09% +1,460 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,529 shares; 2024Q4: 35,528 shares; 2025Q1: 49,824 shares; 2025Q2: 57,680 shares; 2025Q3: 62,885 shares; 2025Q4: 67,881 shares 67,881 $3.83M 0.09% +4,996 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: 64,224 shares; 2024Q4: 41,691 shares; 2025Q1: 40,262 shares; 2025Q2: 31,655 shares; 2025Q3: 25,768 shares; 2025Q4: 31,994 shares 31,994 $3.82M 0.09% +6,226 Timeline JCPB 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: 67,343 shares; 2024Q4: 70,293 shares; 2025Q1: 75,554 shares; 2025Q2: 74,574 shares; 2025Q3: 66,666 shares; 2025Q4: 79,792 shares 79,792 $3.78M 0.09% +13,126 Timeline FSEP 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: 169,668 shares; 2024Q4: 131,677 shares; 2025Q1: 20,122 shares; 2025Q2: 127,290 shares; 2025Q3: 66,901 shares; 2025Q4: 73,219 shares 73,219 $3.78M 0.09% +6,318 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: 32,135 shares; 2024Q4: 41,240 shares; 2025Q1: 29,531 shares; 2025Q2: 31,788 shares; 2025Q3: 29,904 shares; 2025Q4: 30,670 shares 30,670 $3.76M 0.09% +766 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: 13,629 shares; 2025Q1: 13,404 shares; 2025Q2: 18,933 shares; 2025Q3: 20,310 shares; 2025Q4: 21,972 shares 21,972 $3.76M 0.09% +1,662 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,766 shares; 2024Q4: 41,813 shares; 2025Q1: 38,340 shares; 2025Q2: 36,018 shares; 2025Q3: 30,425 shares; 2025Q4: 33,923 shares 33,923 $3.74M 0.09% +3,498 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,289 shares; 2024Q4: 143,749 shares; 2025Q1: 183,673 shares; 2025Q2: 180,625 shares; 2025Q3: 64,887 shares; 2025Q4: 72,983 shares 72,983 $3.74M 0.09% +8,096 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,554 shares; 2024Q4: 69,802 shares; 2025Q1: 56,282 shares; 2025Q2: 71,037 shares; 2025Q3: 62,604 shares; 2025Q4: 62,002 shares 62,002 $3.72M 0.09% -602 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,502 shares; 2024Q4: 12,695 shares; 2025Q1: 12,349 shares; 2025Q2: 10,467 shares; 2025Q3: 18,868 shares; 2025Q4: 21,585 shares 21,585 $3.68M 0.09% +2,717 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,053 shares; 2024Q4: 25,398 shares; 2025Q1: 27,404 shares; 2025Q2: 27,991 shares; 2025Q3: 29,443 shares; 2025Q4: 50,851 shares 50,851 $3.63M 0.09% +21,408 Timeline BUFF 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: 41,122 shares; 2024Q4: 52,264 shares; 2025Q1: 62,044 shares; 2025Q2: 67,615 shares; 2025Q3: 73,500 shares; 2025Q4: 72,623 shares 72,623 $3.62M 0.09% -877 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,377 shares; 2024Q4: 63,124 shares; 2025Q1: 63,240 shares; 2025Q2: 50,317 shares; 2025Q3: 51,463 shares; 2025Q4: 43,562 shares 43,562 $3.61M 0.09% -7,901 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: 13,433 shares; 2024Q4: 16,512 shares; 2025Q1: 16,665 shares; 2025Q2: 18,799 shares; 2025Q3: 20,668 shares; 2025Q4: 22,353 shares 22,353 $3.58M 0.09% +1,685 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,861 shares; 2024Q4: 67,296 shares; 2025Q1: 69,704 shares; 2025Q2: 110,481 shares; 2025Q3: 123,143 shares; 2025Q4: 107,813 shares 107,813 $3.56M 0.09% -15,330 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: 9,935 shares; 2024Q4: 8,991 shares; 2025Q1: 11,391 shares; 2025Q2: 12,551 shares; 2025Q3: 12,182 shares; 2025Q4: 13,350 shares 13,350 $3.54M 0.09% +1,168 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: 37,465 shares; 2024Q4: 39,636 shares; 2025Q1: 46,033 shares; 2025Q2: 36,517 shares; 2025Q3: 41,988 shares; 2025Q4: 45,047 shares 45,047 $3.5M 0.08% +3,059 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: 109,387 shares; 2024Q4: 110,831 shares; 2025Q1: 93,739 shares; 2025Q2: 92,977 shares; 2025Q3: 92,318 shares; 2025Q4: 79,474 shares 79,474 $3.49M 0.08% -12,844 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: 5,139 shares; 2025Q3: 16,274 shares; 2025Q4: 79,910 shares 79,910 $3.49M 0.08% +63,636 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: 21,212 shares; 2025Q1: 18,800 shares; 2025Q2: 20,984 shares; 2025Q3: 25,118 shares; 2025Q4: 30,980 shares 30,980 $3.48M 0.08% +5,862 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,915 shares; 2024Q4: 30,985 shares; 2025Q1: 35,002 shares; 2025Q2: 38,730 shares; 2025Q3: 43,394 shares; 2025Q4: 46,061 shares 46,061 $3.47M 0.08% +2,667 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,264 shares; 2025Q2: 78,032 shares; 2025Q3: 80,461 shares; 2025Q4: 76,766 shares 76,766 $3.47M 0.08% -3,695 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,575 shares; 2024Q4: 87,203 shares; 2025Q1: 99,819 shares; 2025Q2: 110,019 shares; 2025Q3: 108,636 shares; 2025Q4: 122,171 shares 122,171 $3.44M 0.08% +13,535 Timeline FNOV 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: 121,951 shares; 2025Q1: 9,367 shares; 2025Q2: 116,002 shares; 2025Q3: 6,676 shares; 2025Q4: 62,634 shares 62,634 $3.43M 0.08% +55,958 Timeline JIRE 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: 22,634 shares; 2024Q4: 24,483 shares; 2025Q1: 23,665 shares; 2025Q2: 29,948 shares; 2025Q3: 47,998 shares; 2025Q4: 45,694 shares 45,694 $3.42M 0.08% -2,304 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,544 shares; 2024Q4: 67,006 shares; 2025Q1: 74,001 shares; 2025Q2: 80,077 shares; 2025Q3: 81,378 shares; 2025Q4: 84,607 shares 84,607 $3.41M 0.08% +3,229 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,747 shares; 2024Q4: 59,652 shares; 2025Q1: 66,161 shares; 2025Q2: 59,076 shares; 2025Q3: 66,114 shares; 2025Q4: 68,423 shares 68,423 $3.4M 0.08% +2,309 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,474 shares; 2024Q4: 68,276 shares; 2025Q1: 104,915 shares; 2025Q2: 110,591 shares; 2025Q3: 112,362 shares; 2025Q4: 70,684 shares 70,684 $3.4M 0.08% -41,678 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,822 shares; 2024Q4: 37,918 shares; 2025Q1: 42,928 shares; 2025Q2: 53,075 shares; 2025Q3: 51,606 shares; 2025Q4: 56,302 shares 56,302 $3.37M 0.08% +4,696 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: 148,740 shares; 2024Q4: 131,892 shares; 2025Q1: 134,306 shares; 2025Q2: 144,489 shares; 2025Q3: 142,220 shares; 2025Q4: 135,748 shares 135,748 $3.37M 0.08% -6,472 Timeline FOCT 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: 5,982 shares; 2024Q4: 180,388 shares; 2025Q1: 53,362 shares; 2025Q2: 174,929 shares; 2025Q3: 9,557 shares; 2025Q4: 68,663 shares 68,663 $3.36M 0.08% +59,106 Timeline MGV 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: 4,384 shares; 2024Q4: 4,252 shares; 2025Q1: 5,721 shares; 2025Q2: 16,556 shares; 2025Q3: 19,186 shares; 2025Q4: 23,743 shares 23,743 $3.35M 0.08% +4,557 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,224 shares; 2025Q2: 40,302 shares; 2025Q3: 45,442 shares; 2025Q4: 26,746 shares 26,746 $3.32M 0.08% -18,696 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,689 shares; 2025Q4: 34,572 shares 34,572 $3.25M 0.08% +1,883 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 7,367 shares; 2025Q1: 8,055 shares; 2025Q2: 9,347 shares; 2025Q3: 9,843 shares; 2025Q4: 10,005 shares 10,005 $3.23M 0.08% +162 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: 33,351 shares; 2025Q1: 37,302 shares; 2025Q2: 28,821 shares; 2025Q3: 28,143 shares; 2025Q4: 24,640 shares 24,640 $3.23M 0.08% -3,503 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: 13,275 shares; 2024Q4: 14,972 shares; 2025Q1: 7,348 shares; 2025Q2: 16,969 shares; 2025Q3: 16,929 shares; 2025Q4: 26,911 shares 26,911 $3.21M 0.08% +9,982 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,799 shares; 2024Q4: 21,778 shares; 2025Q1: 23,517 shares; 2025Q2: 32,647 shares; 2025Q3: 31,181 shares; 2025Q4: 31,491 shares 31,491 $3.21M 0.08% +310 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,759 shares; 2024Q4: 28,082 shares; 2025Q1: 39,360 shares; 2025Q2: 42,220 shares; 2025Q3: 49,098 shares; 2025Q4: 43,340 shares 43,340 $3.19M 0.08% -5,758 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,760 shares; 2024Q4: 31,138 shares; 2025Q1: 36,802 shares; 2025Q2: 27,904 shares; 2025Q3: 27,194 shares; 2025Q4: 28,387 shares 28,387 $3.17M 0.08% +1,193 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,980 shares; 2024Q4: 38,375 shares; 2025Q1: 75,382 shares; 2025Q2: 83,785 shares; 2025Q3: 108,507 shares; 2025Q4: 134,693 shares 134,693 $3.15M 0.08% +26,186 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: 21,756 shares; 2024Q4: 13,600 shares; 2025Q1: 14,756 shares; 2025Q2: 26,911 shares; 2025Q3: 24,080 shares; 2025Q4: 25,076 shares 25,076 $3.14M 0.08% +996 Timeline FAUG 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: 186,695 shares; 2024Q4: 156,572 shares; 2025Q1: 160,424 shares; 2025Q2: 48,986 shares; 2025Q3: 59,091 shares; 2025Q4: 59,176 shares 59,176 $3.13M 0.08% +85 Timeline VGLT 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: 34,919 shares; 2024Q4: 41,087 shares; 2025Q1: 40,358 shares; 2025Q2: 47,064 shares; 2025Q3: 46,019 shares; 2025Q4: 55,649 shares 55,649 $3.11M 0.08% +9,630 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,499 shares; 2025Q1: 13,772 shares; 2025Q2: 16,435 shares; 2025Q3: 16,981 shares; 2025Q4: 17,134 shares 17,134 $3.1M 0.08% +153 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,017 shares; 2024Q4: 35,104 shares; 2025Q1: 34,571 shares; 2025Q2: 35,004 shares; 2025Q3: 34,565 shares; 2025Q4: 33,884 shares 33,884 $3.1M 0.08% -681 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: 109,321 shares; 2024Q4: 137,140 shares; 2025Q1: 112,375 shares; 2025Q2: 88,780 shares; 2025Q3: 100,244 shares; 2025Q4: 112,589 shares 112,589 $3.1M 0.08% +12,345 Timeline FJUL 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: 197,799 shares; 2024Q4: 153,482 shares; 2025Q1: 152,526 shares; 2025Q2: 44,816 shares; 2025Q3: 55,973 shares; 2025Q4: 55,319 shares 55,319 $3.09M 0.07% -654 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,944 shares; 2025Q2: 33,829 shares; 2025Q3: 35,057 shares; 2025Q4: 39,284 shares 39,284 $3.05M 0.07% +4,227 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 13,720 shares; 2025Q1: 17,354 shares; 2025Q2: 23,923 shares; 2025Q3: 30,260 shares; 2025Q4: 31,631 shares 31,631 $3.03M 0.07% +1,371 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: 6,015 shares; 2024Q4: 5,804 shares; 2025Q1: 7,244 shares; 2025Q2: 8,772 shares; 2025Q3: 9,100 shares; 2025Q4: 22,854 shares 22,854 $3.03M 0.07% +13,754 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.07% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 8,318 shares; 2025Q1: 8,817 shares; 2025Q2: 10,613 shares; 2025Q3: 9,646 shares; 2025Q4: 9,805 shares 9,805 $2.98M 0.07% +159 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: 4,268 shares; 2024Q4: 4,591 shares; 2025Q1: 7,855 shares; 2025Q2: 8,412 shares; 2025Q3: 9,407 shares; 2025Q4: 10,265 shares 10,265 $2.98M 0.07% +858 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: 6,054 shares; 2024Q4: 10,767 shares; 2025Q1: 19,834 shares; 2025Q2: 25,341 shares; 2025Q3: 20,347 shares; 2025Q4: 58,362 shares 58,362 $2.95M 0.07% +38,015 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: 6,027 shares; 2024Q4: 6,831 shares; 2025Q1: 6,525 shares; 2025Q2: 7,778 shares; 2025Q3: 5,620 shares; 2025Q4: 5,038 shares 5,038 $2.92M 0.07% -582 Timeline JGLO 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: 48,307 shares; 2024Q4: 48,451 shares; 2025Q1: 48,802 shares; 2025Q2: 48,580 shares; 2025Q3: 33,781 shares; 2025Q4: 43,047 shares 43,047 $2.91M 0.07% +9,266 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: 26,608 shares; 2024Q4: 29,885 shares; 2025Q1: 34,726 shares; 2025Q2: 39,054 shares; 2025Q3: 37,146 shares; 2025Q4: 36,100 shares 36,100 $2.9M 0.07% -1,046 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,341 shares; 2024Q4: 66,260 shares; 2025Q1: 65,637 shares; 2025Q2: 69,655 shares; 2025Q3: 72,733 shares; 2025Q4: 74,457 shares 74,457 $2.9M 0.07% +1,724 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,906 shares; 2024Q4: 60,404 shares; 2025Q1: 26,331 shares; 2025Q2: 42,019 shares; 2025Q3: 71,473 shares; 2025Q4: 61,790 shares 61,790 $2.9M 0.07% -9,683 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: 16,082 shares; 2024Q4: 15,984 shares; 2025Q1: 20,558 shares; 2025Q2: 33,745 shares; 2025Q3: 51,744 shares; 2025Q4: 60,583 shares 60,583 $2.85M 0.07% +8,839 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 25,680 shares; 2025Q3: 51,981 shares; 2025Q4: 76,360 shares 76,360 $2.81M 0.07% +24,379 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,031 shares; 2025Q3: 26,301 shares; 2025Q4: 83,846 shares 83,846 $2.81M 0.07% +57,545 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,252 shares; 2024Q4: 78,829 shares; 2025Q1: 82,954 shares; 2025Q2: 109,885 shares; 2025Q3: 89,752 shares; 2025Q4: 89,979 shares 89,979 $2.79M 0.07% +227 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,892 shares; 2024Q4: 19,782 shares; 2025Q1: 13,226 shares; 2025Q2: 109,754 shares; 2025Q3: 124,464 shares; 2025Q4: 101,546 shares 101,546 $2.77M 0.07% -22,918 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,488 shares; 2024Q4: 95,862 shares; 2025Q1: 107,021 shares; 2025Q2: 113,838 shares; 2025Q3: 111,208 shares; 2025Q4: 118,072 shares 118,072 $2.76M 0.07% +6,864 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: 8,527 shares; 2024Q4: 8,555 shares; 2025Q1: 7,845 shares; 2025Q2: 7,638 shares; 2025Q3: 7,055 shares; 2025Q4: 7,875 shares 7,875 $2.76M 0.07% +820 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: 24,915 shares; 2024Q4: 38,363 shares; 2025Q1: 32,088 shares; 2025Q2: 36,925 shares; 2025Q3: 42,500 shares; 2025Q4: 45,724 shares 45,724 $2.75M 0.07% +3,224 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: 4,663 shares; 2024Q4: 5,994 shares; 2025Q1: 6,654 shares; 2025Q2: 6,941 shares; 2025Q3: 5,694 shares; 2025Q4: 5,825 shares 5,825 $2.73M 0.07% +131 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: 8,389 shares; 2024Q4: 10,410 shares; 2025Q1: 8,748 shares; 2025Q2: 8,922 shares; 2025Q3: 9,657 shares; 2025Q4: 9,926 shares 9,926 $2.71M 0.07% +269 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,681 shares; 2024Q4: 30,484 shares; 2025Q1: 36,277 shares; 2025Q2: 40,597 shares; 2025Q3: 39,528 shares; 2025Q4: 39,600 shares 39,600 $2.71M 0.07% +72 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,837 shares; 2024Q4: 26,642 shares; 2025Q1: 29,046 shares; 2025Q2: 21,659 shares; 2025Q3: 21,435 shares; 2025Q4: 23,013 shares 23,013 $2.71M 0.07% +1,578 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: 14,532 shares; 2024Q4: 14,428 shares; 2025Q1: 14,875 shares; 2025Q2: 27,414 shares; 2025Q3: 28,587 shares; 2025Q4: 27,311 shares 27,311 $2.71M 0.07% -1,276 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 9,765 shares; 2025Q1: 13,071 shares; 2025Q2: 15,032 shares; 2025Q3: 16,932 shares; 2025Q4: 17,964 shares 17,964 $2.7M 0.07% +1,032 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: 9,737 shares; 2024Q4: 13,116 shares; 2025Q1: 11,986 shares; 2025Q2: 11,425 shares; 2025Q3: 14,128 shares; 2025Q4: 14,322 shares 14,322 $2.66M 0.06% +194 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: 30,537 shares; 2024Q4: 24,890 shares; 2025Q1: 51,068 shares; 2025Q2: 59,382 shares; 2025Q3: 53,114 shares; 2025Q4: 49,289 shares 49,289 $2.63M 0.06% -3,825 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 14,368 shares; 2025Q1: 21,761 shares; 2025Q2: 24,535 shares; 2025Q3: 26,684 shares; 2025Q4: 27,341 shares 27,341 $2.63M 0.06% +657 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,562 shares; 2024Q4: 20,672 shares; 2025Q1: 42,937 shares; 2025Q2: 52,903 shares; 2025Q3: 47,607 shares; 2025Q4: 60,713 shares 60,713 $2.63M 0.06% +13,106 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,853 shares; 2024Q4: 22,134 shares; 2025Q1: 23,212 shares; 2025Q2: 23,500 shares; 2025Q3: 24,005 shares; 2025Q4: 49,818 shares 49,818 $2.63M 0.06% +25,813 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,443 shares; 2025Q1: 1,199 shares; 2025Q2: 2,103 shares; 2025Q3: 2,836 shares; 2025Q4: 17,116 shares 17,116 $2.62M 0.06% +14,280 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,957 shares; 2024Q4: 40,912 shares; 2025Q1: 26,478 shares; 2025Q2: 35,657 shares; 2025Q3: 38,355 shares; 2025Q4: 52,244 shares 52,244 $2.59M 0.06% +13,889 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 20,474 shares; 2025Q1: 40,966 shares; 2025Q2: 44,653 shares; 2025Q3: 48,201 shares; 2025Q4: 55,689 shares 55,689 $2.59M 0.06% +7,488 Timeline GDX 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: 13,519 shares; 2024Q4: 11,203 shares; 2025Q1: 11,428 shares; 2025Q2: 14,171 shares; 2025Q3: 14,613 shares; 2025Q4: 30,113 shares 30,113 $2.58M 0.06% +15,500 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: 6,956 shares; 2024Q4: 5,032 shares; 2025Q1: 4,684 shares; 2025Q2: 5,905 shares; 2025Q3: 5,898 shares; 2025Q4: 3,752 shares 3,752 $2.53M 0.06% -2,146 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: 18,655 shares; 2024Q4: 18,688 shares; 2025Q1: 18,364 shares; 2025Q2: 16,437 shares; 2025Q3: 16,026 shares; 2025Q4: 16,068 shares 16,068 $2.49M 0.06% +42 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: 9,906 shares; 2024Q4: 22,951 shares; 2025Q1: 26,495 shares; 2025Q2: 28,057 shares; 2025Q3: 15,810 shares; 2025Q4: 26,569 shares 26,569 $2.49M 0.06% +10,759 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,147 shares; 2025Q4: 30,888 shares 30,888 $2.48M 0.06% +15,741 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: 6,820 shares; 2024Q4: 8,396 shares; 2025Q1: 11,095 shares; 2025Q2: 12,954 shares; 2025Q3: 13,525 shares; 2025Q4: 14,259 shares 14,259 $2.47M 0.06% +734 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 3,106 shares; 2025Q1: 5,387 shares; 2025Q2: 5,702 shares; 2025Q3: 5,460 shares; 2025Q4: 4,328 shares 4,328 $2.47M 0.06% -1,132 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,507 shares; 2024Q4: 11,577 shares; 2025Q1: 13,541 shares; 2025Q2: 16,502 shares; 2025Q3: 14,712 shares; 2025Q4: 23,414 shares 23,414 $2.46M 0.06% +8,702 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: 1,370 shares; 2024Q4: 1,517 shares; 2025Q1: 2,663 shares; 2025Q2: 2,366 shares; 2025Q3: 2,301 shares; 2025Q4: 2,292 shares 2,292 $2.45M 0.06% -9 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: 2,508 shares; 2024Q4: 6,964 shares; 2025Q1: 5,541 shares; 2025Q2: 5,521 shares; 2025Q3: 11,768 shares; 2025Q4: 11,940 shares 11,940 $2.45M 0.06% +172 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,571 shares; 2024Q4: 74,025 shares; 2025Q1: 80,773 shares; 2025Q2: 85,901 shares; 2025Q3: 82,770 shares; 2025Q4: 48,482 shares 48,482 $2.45M 0.06% -34,288 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,013 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,650 shares 64,650 $2.45M 0.06% 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: 29,428 shares; 2024Q4: 16,572 shares; 2025Q1: 27,307 shares; 2025Q2: 36,075 shares; 2025Q3: 41,425 shares; 2025Q4: 29,773 shares 29,773 $2.43M 0.06% -11,652 Timeline SCHV 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: 29,327 shares; 2024Q4: 88,661 shares; 2025Q1: 134,882 shares; 2025Q2: 76,482 shares; 2025Q3: 71,443 shares; 2025Q4: 81,419 shares 81,419 $2.41M 0.06% +9,976 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: not reported; 2025Q2: 74,681 shares; 2025Q3: 76,681 shares; 2025Q4: 76,048 shares 76,048 $2.41M 0.06% -633 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: 2,655 shares; 2024Q4: 4,986 shares; 2025Q1: 5,472 shares; 2025Q2: 6,027 shares; 2025Q3: 4,283 shares; 2025Q4: 4,236 shares 4,236 $2.4M 0.06% -47 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,907 shares; 2024Q4: 23,800 shares; 2025Q1: 25,568 shares; 2025Q2: 28,518 shares; 2025Q3: 23,501 shares; 2025Q4: 23,339 shares 23,339 $2.39M 0.06% -162 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: 9,999 shares; 2024Q4: 11,546 shares; 2025Q1: 11,412 shares; 2025Q2: 10,951 shares; 2025Q3: 7,688 shares; 2025Q4: 7,370 shares 7,370 $2.39M 0.06% -318 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,292 shares; 2025Q2: 124,687 shares; 2025Q3: 132,884 shares; 2025Q4: 99,809 shares 99,809 $2.37M 0.06% -33,075 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: 4,221 shares; 2024Q4: 7,265 shares; 2025Q1: 7,918 shares; 2025Q2: 8,192 shares; 2025Q3: 5,500 shares; 2025Q4: 19,715 shares 19,715 $2.36M 0.06% +14,215 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 12,643 shares; 2025Q1: 12,704 shares; 2025Q2: 13,988 shares; 2025Q3: 14,536 shares; 2025Q4: 14,621 shares 14,621 $2.35M 0.06% +85 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: 51,646 shares; 2024Q4: 54,652 shares; 2025Q1: 50,363 shares; 2025Q2: 56,552 shares; 2025Q3: 52,401 shares; 2025Q4: 50,468 shares 50,468 $2.34M 0.06% -1,933 Timeline BUZZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,961 shares 71,961 $2.34M 0.06% new 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: 19,504 shares; 2024Q4: 26,098 shares; 2025Q1: 26,017 shares; 2025Q2: 27,401 shares; 2025Q3: 27,194 shares; 2025Q4: 33,285 shares 33,285 $2.31M 0.06% +6,091 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,548 shares; 2024Q4: 20,788 shares; 2025Q1: 12,185 shares; 2025Q2: 10,873 shares; 2025Q3: 15,736 shares; 2025Q4: 25,676 shares 25,676 $2.29M 0.06% +9,940 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,408 shares; 2024Q4: 154,680 shares; 2025Q1: 157,906 shares; 2025Q2: 137,796 shares; 2025Q3: 126,045 shares; 2025Q4: 112,735 shares 112,735 $2.28M 0.06% -13,310 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,695 shares; 2024Q4: 26,373 shares; 2025Q1: 26,020 shares; 2025Q2: 66,928 shares; 2025Q3: 55,741 shares; 2025Q4: 96,259 shares 96,259 $2.28M 0.06% +40,518 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,737 shares; 2025Q1: 39,397 shares; 2025Q2: 91,375 shares; 2025Q3: 119,732 shares; 2025Q4: 131,017 shares 131,017 $2.27M 0.05% +11,285 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,375 shares; 2024Q4: 21,614 shares; 2025Q1: 16,643 shares; 2025Q2: 16,697 shares; 2025Q3: 12,418 shares; 2025Q4: 12,057 shares 12,057 $2.27M 0.05% -361 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 19,939 shares; 2025Q1: 35,654 shares; 2025Q2: 51,479 shares; 2025Q3: 38,083 shares; 2025Q4: 37,438 shares 37,438 $2.26M 0.05% -645 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,467 shares; 2024Q4: 15,650 shares; 2025Q1: 15,813 shares; 2025Q2: 26,852 shares; 2025Q3: 24,556 shares; 2025Q4: 25,148 shares 25,148 $2.25M 0.05% +592 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: 2,161 shares; 2024Q4: 2,632 shares; 2025Q1: 2,701 shares; 2025Q2: 3,238 shares; 2025Q3: 3,461 shares; 2025Q4: 3,435 shares 3,435 $2.25M 0.05% -26 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,977 shares; 2024Q4: 24,882 shares; 2025Q1: 25,464 shares; 2025Q2: 17,803 shares; 2025Q3: 15,603 shares; 2025Q4: 20,265 shares 20,265 $2.23M 0.05% +4,662 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,594 shares; 2025Q1: 2,393 shares; 2025Q2: 2,582 shares; 2025Q3: 1,948 shares; 2025Q4: 1,837 shares 1,837 $2.23M 0.05% -111 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,217 shares; 2024Q4: 84,379 shares; 2025Q1: 56,557 shares; 2025Q2: 44,630 shares; 2025Q3: 44,441 shares; 2025Q4: 46,577 shares 46,577 $2.23M 0.05% +2,136 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,580 shares; 2025Q2: 67,246 shares; 2025Q3: 71,605 shares; 2025Q4: 87,964 shares 87,964 $2.21M 0.05% +16,359 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,876 shares; 2024Q4: 56,156 shares; 2025Q1: 72,868 shares; 2025Q2: 50,316 shares; 2025Q3: 51,770 shares; 2025Q4: 54,026 shares 54,026 $2.18M 0.05% +2,256 Timeline NEOS ETF TRUST NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,482,461 shares; 2025Q1: 3,170,575 shares; 2025Q2: 3,228,690 shares; 2025Q3: 3,190,452 shares; 2025Q4: 72,518 shares 72,518 $2.18M 0.05% -3,117,934 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: 14,128 shares; 2024Q4: 14,182 shares; 2025Q1: 14,807 shares; 2025Q2: 17,308 shares; 2025Q3: 17,822 shares; 2025Q4: 21,502 shares 21,502 $2.17M 0.05% +3,680 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: 16,446 shares; 2024Q4: 19,838 shares; 2025Q1: 15,595 shares; 2025Q2: 17,150 shares; 2025Q3: 17,730 shares; 2025Q4: 19,155 shares 19,155 $2.16M 0.05% +1,425 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,488 shares; 2025Q2: 59,192 shares; 2025Q3: 61,749 shares; 2025Q4: 52,320 shares 52,320 $2.15M 0.05% -9,429 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: 31,832 shares; 2024Q4: 35,968 shares; 2025Q1: 22,442 shares; 2025Q2: 25,025 shares; 2025Q3: 23,565 shares; 2025Q4: 24,620 shares 24,620 $2.15M 0.05% +1,055 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,238 shares; 2024Q4: 29,302 shares; 2025Q1: 32,279 shares; 2025Q2: 41,202 shares; 2025Q3: 33,830 shares; 2025Q4: 40,781 shares 40,781 $2.14M 0.05% +6,951 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,742 shares; 2024Q4: 18,897 shares; 2025Q1: 17,898 shares; 2025Q2: 21,670 shares; 2025Q3: 21,703 shares; 2025Q4: 50,009 shares 50,009 $2.13M 0.05% +28,306 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: 35,624 shares; 2024Q4: 36,316 shares; 2025Q1: 30,860 shares; 2025Q2: 47,913 shares; 2025Q3: 52,907 shares; 2025Q4: 54,494 shares 54,494 $2.13M 0.05% +1,587 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: 24,599 shares; 2024Q4: 21,237 shares; 2025Q1: 23,696 shares; 2025Q2: 19,624 shares; 2025Q3: 19,525 shares; 2025Q4: 20,208 shares 20,208 $2.09M 0.05% +683 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: 158 shares; 2024Q4: 320 shares; 2025Q1: 400 shares; 2025Q2: 414 shares; 2025Q3: 406 shares; 2025Q4: 390 shares 390 $2.09M 0.05% -16 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: 9,637 shares; 2024Q4: 13,892 shares; 2025Q1: 14,951 shares; 2025Q2: 15,733 shares; 2025Q3: 18,232 shares; 2025Q4: 22,287 shares 22,287 $2.08M 0.05% +4,055 Timeline IDMO 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: 17,236 shares; 2025Q1: 17,240 shares; 2025Q2: 17,029 shares; 2025Q3: 22,793 shares; 2025Q4: 37,203 shares 37,203 $2.07M 0.05% +14,410 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 16,205 shares; 2025Q1: 12,731 shares; 2025Q2: 10,669 shares; 2025Q3: 12,013 shares; 2025Q4: 7,424 shares 7,424 $2.06M 0.05% -4,589 Timeline NAPR 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: 16,870 shares; 2025Q1: 30,233 shares; 2025Q2: 30,801 shares; 2025Q3: 35,140 shares; 2025Q4: 37,886 shares 37,886 $2.03M 0.05% +2,746 Timeline DRSK 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: 70,741 shares 70,741 $2.01M 0.05% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 10,338 shares; 2025Q1: 12,764 shares; 2025Q2: 14,566 shares; 2025Q3: 29,496 shares; 2025Q4: 29,767 shares 29,767 $2.01M 0.05% +271 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: 16,367 shares; 2024Q4: 21,444 shares; 2025Q1: 24,059 shares; 2025Q2: 34,100 shares; 2025Q3: 19,631 shares; 2025Q4: 24,013 shares 24,013 $2.01M 0.05% +4,382 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,634 shares; 2024Q4: 26,052 shares; 2025Q1: 17,374 shares; 2025Q2: 20,671 shares; 2025Q3: 19,322 shares; 2025Q4: 20,489 shares 20,489 $1.99M 0.05% +1,167 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 4,036 shares; 2025Q1: 6,644 shares; 2025Q2: 6,811 shares; 2025Q3: 8,277 shares; 2025Q4: 9,577 shares 9,577 $1.97M 0.05% +1,300 Timeline JAVA 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: 38,249 shares; 2024Q4: 42,831 shares; 2025Q1: 35,571 shares; 2025Q2: 32,037 shares; 2025Q3: 30,183 shares; 2025Q4: 27,346 shares 27,346 $1.96M 0.05% -2,837 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 15,882 shares; 2025Q1: 17,568 shares; 2025Q2: 17,653 shares; 2025Q3: 16,793 shares; 2025Q4: 16,636 shares 16,636 $1.94M 0.05% -157 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,748 shares; 2024Q4: 46,937 shares; 2025Q1: 50,215 shares; 2025Q2: 55,093 shares; 2025Q3: 63,031 shares; 2025Q4: 56,324 shares 56,324 $1.94M 0.05% -6,707 Timeline NOCT 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: 15,407 shares; 2025Q1: 19,501 shares; 2025Q2: 18,356 shares; 2025Q3: 19,987 shares; 2025Q4: 33,424 shares 33,424 $1.94M 0.05% +13,437 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,700 shares; 2024Q4: 188,383 shares; 2025Q1: 136,138 shares; 2025Q2: 91,227 shares; 2025Q3: 74,507 shares; 2025Q4: 28,352 shares 28,352 $1.93M 0.05% -46,155 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: 6,976 shares; 2024Q4: 11,370 shares; 2025Q1: 8,945 shares; 2025Q2: 7,800 shares; 2025Q3: 7,300 shares; 2025Q4: 7,478 shares 7,478 $1.92M 0.05% +178 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,259 shares; 2024Q4: 7,293 shares; 2025Q1: 7,881 shares; 2025Q2: 7,764 shares; 2025Q3: 8,212 shares; 2025Q4: 8,700 shares 8,700 $1.92M 0.05% +488 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,308 shares; 2024Q4: 58,476 shares; 2025Q1: 71,855 shares; 2025Q2: 123,636 shares; 2025Q3: 41,852 shares; 2025Q4: 73,272 shares 73,272 $1.9M 0.05% +31,420 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,534 shares 60,534 $1.89M 0.05% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,848 shares; 2025Q1: 12,712 shares; 2025Q2: 25,484 shares; 2025Q3: 26,333 shares; 2025Q4: 25,971 shares 25,971 $1.88M 0.05% -362 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,184 shares; 2025Q1: 3,271 shares; 2025Q2: 3,348 shares; 2025Q3: 2,240 shares; 2025Q4: 2,072 shares 2,072 $1.88M 0.05% -168 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,138 shares; 2024Q4: 34,402 shares; 2025Q1: 58,133 shares; 2025Q2: 58,473 shares; 2025Q3: 59,138 shares; 2025Q4: 57,137 shares 57,137 $1.87M 0.05% -2,001 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,139 shares; 2024Q4: 25,134 shares; 2025Q1: 26,985 shares; 2025Q2: 29,013 shares; 2025Q3: 30,362 shares; 2025Q4: 30,987 shares 30,987 $1.87M 0.05% +625 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,827 shares; 2024Q4: 27,492 shares; 2025Q1: 32,476 shares; 2025Q2: 33,032 shares; 2025Q3: 33,109 shares; 2025Q4: 34,249 shares 34,249 $1.85M 0.04% +1,140 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: 4,478 shares; 2024Q4: 5,642 shares; 2025Q1: 7,679 shares; 2025Q2: 12,667 shares; 2025Q3: 16,515 shares; 2025Q4: 19,274 shares 19,274 $1.84M 0.04% +2,759 Timeline JPME 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: 224,974 shares; 2024Q4: 226,475 shares; 2025Q1: 219,073 shares; 2025Q2: 72,513 shares; 2025Q3: 19,611 shares; 2025Q4: 16,846 shares 16,846 $1.83M 0.04% -2,765 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,194 shares; 2024Q4: 332,288 shares; 2025Q1: 290,478 shares; 2025Q2: 303,832 shares; 2025Q3: 20,894 shares; 2025Q4: 19,179 shares 19,179 $1.83M 0.04% -1,715 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,705 shares; 2024Q4: 22,673 shares; 2025Q1: 21,856 shares; 2025Q2: 13,447 shares; 2025Q3: 10,593 shares; 2025Q4: 31,229 shares 31,229 $1.82M 0.04% +20,636 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: 2,078 shares; 2024Q4: 2,586 shares; 2025Q1: 4,465 shares; 2025Q2: 5,464 shares; 2025Q3: 5,245 shares; 2025Q4: 5,162 shares 5,162 $1.81M 0.04% -83 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: 2,087 shares; 2024Q4: 4,686 shares; 2025Q1: 4,903 shares; 2025Q2: 6,537 shares; 2025Q3: 7,034 shares; 2025Q4: 7,314 shares 7,314 $1.77M 0.04% +280 Timeline HYGW ISHARES TR More: 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: 49,831 shares; 2025Q1: 48,958 shares; 2025Q2: 54,797 shares; 2025Q3: 55,685 shares; 2025Q4: 59,153 shares 59,153 $1.77M 0.04% +3,468 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,385 shares; 2025Q1: 13,711 shares; 2025Q2: 13,357 shares; 2025Q3: 8,591 shares; 2025Q4: 8,248 shares 8,248 $1.76M 0.04% -343 Timeline BBHY 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: 41,470 shares; 2024Q4: 43,263 shares; 2025Q1: 44,786 shares; 2025Q2: 30,402 shares; 2025Q3: 30,213 shares; 2025Q4: 37,616 shares 37,616 $1.75M 0.04% +7,403 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,282 shares; 2024Q4: 22,282 shares; 2025Q1: 22,282 shares; 2025Q2: 22,320 shares; 2025Q3: 42,305 shares; 2025Q4: 42,183 shares 42,183 $1.74M 0.04% -122 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: 2,250 shares; 2024Q4: 2,427 shares; 2025Q1: 11,604 shares; 2025Q2: 12,585 shares; 2025Q3: 11,679 shares; 2025Q4: 8,914 shares 8,914 $1.73M 0.04% -2,765 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 4,235 shares; 2025Q1: 4,529 shares; 2025Q2: 19,534 shares; 2025Q3: 12,447 shares; 2025Q4: 14,761 shares 14,761 $1.73M 0.04% +2,314 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: 8,971 shares; 2024Q4: 11,945 shares; 2025Q1: 10,609 shares; 2025Q2: 10,882 shares; 2025Q3: 10,302 shares; 2025Q4: 14,906 shares 14,906 $1.73M 0.04% +4,604 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 4,511 shares; 2025Q3: 8,974 shares; 2025Q4: 7,876 shares 7,876 $1.73M 0.04% -1,098 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: 297,701 shares; 2024Q4: 291,213 shares; 2025Q1: 180,322 shares; 2025Q2: 164,437 shares; 2025Q3: 126,989 shares; 2025Q4: 131,616 shares 131,616 $1.73M 0.04% +4,627 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: 1,322 shares; 2024Q4: 1,508 shares; 2025Q1: 1,486 shares; 2025Q2: 23,794 shares; 2025Q3: 21,763 shares; 2025Q4: 18,900 shares 18,900 $1.72M 0.04% -2,863 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,522 shares; 2024Q4: 349,966 shares; 2025Q1: 251,767 shares; 2025Q2: 43,570 shares; 2025Q3: 29,221 shares; 2025Q4: 23,666 shares 23,666 $1.72M 0.04% -5,555 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,153 shares; 2024Q4: 10,420 shares; 2025Q1: 10,291 shares; 2025Q2: 10,832 shares; 2025Q3: 10,795 shares; 2025Q4: 12,495 shares 12,495 $1.71M 0.04% +1,700 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,218 shares 33,218 $1.7M 0.04% new 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: 50,600 shares; 2024Q4: 43,655 shares; 2025Q1: 42,359 shares; 2025Q2: 41,849 shares; 2025Q3: 41,744 shares; 2025Q4: 41,682 shares 41,682 $1.7M 0.04% -62 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: 6,773 shares; 2024Q4: 6,579 shares; 2025Q1: 6,007 shares; 2025Q2: 5,477 shares; 2025Q3: 3,448 shares; 2025Q4: 3,317 shares 3,317 $1.69M 0.04% -131 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: 4,015 shares; 2024Q4: 4,702 shares; 2025Q1: 4,540 shares; 2025Q2: 6,180 shares; 2025Q3: 8,196 shares; 2025Q4: 8,676 shares 8,676 $1.69M 0.04% +480 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: 10,184 shares; 2024Q4: 8,723 shares; 2025Q1: 4,887 shares; 2025Q2: 5,805 shares; 2025Q3: 3,348 shares; 2025Q4: 3,498 shares 3,498 $1.69M 0.04% +150 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,475 shares; 2024Q4: 28,245 shares; 2025Q1: 32,246 shares; 2025Q2: 33,971 shares; 2025Q3: 32,569 shares; 2025Q4: 35,883 shares 35,883 $1.69M 0.04% +3,314 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: 18,572 shares; 2024Q4: 11,959 shares; 2025Q1: 11,219 shares; 2025Q2: 11,411 shares; 2025Q3: 11,376 shares; 2025Q4: 10,976 shares 10,976 $1.69M 0.04% -400 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,593 shares; 2024Q4: 70,470 shares; 2025Q1: 72,395 shares; 2025Q2: 72,653 shares; 2025Q3: 72,619 shares; 2025Q4: 66,933 shares 66,933 $1.67M 0.04% -5,686 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: 44,470 shares; 2024Q4: 41,974 shares; 2025Q1: 28,408 shares; 2025Q2: 59,011 shares; 2025Q3: 44,918 shares; 2025Q4: 42,184 shares 42,184 $1.67M 0.04% -2,734 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,837 shares; 2024Q4: 12,000 shares; 2025Q1: 7,977 shares; 2025Q2: 13,607 shares; 2025Q3: 32,102 shares; 2025Q4: 38,051 shares 38,051 $1.67M 0.04% +5,949 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: 33,692 shares; 2024Q4: 30,779 shares; 2025Q1: 32,748 shares; 2025Q2: 35,258 shares; 2025Q3: 33,880 shares; 2025Q4: 30,862 shares 30,862 $1.66M 0.04% -3,018 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: 5,911 shares; 2024Q4: 7,003 shares; 2025Q1: 6,090 shares; 2025Q2: 7,765 shares; 2025Q3: 8,006 shares; 2025Q4: 7,663 shares 7,663 $1.66M 0.04% -343 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,934 shares; 2025Q2: 10,219 shares; 2025Q3: 12,870 shares; 2025Q4: 14,710 shares 14,710 $1.66M 0.04% +1,840 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: 8,285 shares; 2024Q4: 13,589 shares; 2025Q1: 12,142 shares; 2025Q2: 11,396 shares; 2025Q3: 10,623 shares; 2025Q4: 11,747 shares 11,747 $1.66M 0.04% +1,124 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 6,632 shares; 2025Q1: 6,078 shares; 2025Q2: 5,881 shares; 2025Q3: 8,367 shares; 2025Q4: 9,494 shares 9,494 $1.65M 0.04% +1,127 Timeline GAPR 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: 16,039 shares; 2024Q4: 33,840 shares; 2025Q1: 15,292 shares; 2025Q2: 51,447 shares; 2025Q3: 42,490 shares; 2025Q4: 41,175 shares 41,175 $1.65M 0.04% -1,315 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: 37,391 shares; 2024Q4: 35,244 shares; 2025Q1: 22,574 shares; 2025Q2: 23,642 shares; 2025Q3: 47,286 shares; 2025Q4: 54,750 shares 54,750 $1.64M 0.04% +7,464 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,877 shares; 2024Q4: 30,079 shares; 2025Q1: 35,090 shares; 2025Q2: 25,140 shares; 2025Q3: 26,514 shares; 2025Q4: 28,170 shares 28,170 $1.63M 0.04% +1,656 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 11,271 shares; 2025Q1: 11,514 shares; 2025Q2: 14,839 shares; 2025Q3: 16,349 shares; 2025Q4: 16,282 shares 16,282 $1.63M 0.04% -67 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: 60,831 shares; 2024Q4: 55,276 shares; 2025Q1: 44,049 shares; 2025Q2: 44,299 shares; 2025Q3: 48,937 shares; 2025Q4: 43,826 shares 43,826 $1.62M 0.04% -5,111 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,010 shares; 2025Q3: 9,237 shares; 2025Q4: 15,519 shares 15,519 $1.61M 0.04% +6,282 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,616 shares; 2025Q1: 3,015 shares; 2025Q2: 3,699 shares; 2025Q3: 10,646 shares; 2025Q4: 9,790 shares 9,790 $1.59M 0.04% -856 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: 6,093 shares; 2024Q4: 6,049 shares; 2025Q1: 6,025 shares; 2025Q2: 6,095 shares; 2025Q3: 5,103 shares; 2025Q4: 5,006 shares 5,006 $1.56M 0.04% -97 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 2,157 shares; 2025Q1: 2,352 shares; 2025Q2: 2,106 shares; 2025Q3: 2,467 shares; 2025Q4: 2,548 shares 2,548 $1.56M 0.04% +81 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: 7,812 shares; 2024Q4: 8,070 shares; 2025Q1: 5,929 shares; 2025Q2: 6,541 shares; 2025Q3: 5,643 shares; 2025Q4: 5,557 shares 5,557 $1.55M 0.04% -86 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,632 shares; 2024Q4: 48,278 shares; 2025Q1: 51,878 shares; 2025Q2: 54,917 shares; 2025Q3: 51,697 shares; 2025Q4: 57,134 shares 57,134 $1.55M 0.04% +5,437 Timeline HARD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,791 shares; 2025Q3: 48,727 shares; 2025Q4: 52,131 shares 52,131 $1.55M 0.04% +3,404 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,366 shares; 2024Q4: 31,053 shares; 2025Q1: 30,399 shares; 2025Q2: 30,688 shares; 2025Q3: 29,804 shares; 2025Q4: 34,881 shares 34,881 $1.54M 0.04% +5,077 Timeline LCTU 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: 14,644 shares; 2024Q4: 16,205 shares; 2025Q1: 18,131 shares; 2025Q2: 18,461 shares; 2025Q3: 20,646 shares; 2025Q4: 20,787 shares 20,787 $1.54M 0.04% +141 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,478 shares; 2025Q1: 43,312 shares; 2025Q2: 51,678 shares; 2025Q3: 100,126 shares; 2025Q4: 74,229 shares 74,229 $1.54M 0.04% -25,897 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,714 shares; 2024Q4: 10,321 shares; 2025Q1: 10,508 shares; 2025Q2: 14,731 shares; 2025Q3: 9,183 shares; 2025Q4: 8,979 shares 8,979 $1.54M 0.04% -204 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 623 shares; 2025Q1: 764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,141 shares 3,141 $1.53M 0.04% new 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: 723 shares; 2025Q1: 1,027 shares; 2025Q2: 1,461 shares; 2025Q3: 1,395 shares; 2025Q4: 1,421 shares 1,421 $1.52M 0.04% +26 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 12,827 shares; 2025Q1: 12,692 shares; 2025Q2: 12,332 shares; 2025Q3: 7,658 shares; 2025Q4: 9,683 shares 9,683 $1.52M 0.04% +2,025 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: 8,287 shares; 2024Q4: 10,016 shares; 2025Q1: 17,613 shares; 2025Q2: 20,508 shares; 2025Q3: 16,446 shares; 2025Q4: 17,462 shares 17,462 $1.51M 0.04% +1,016 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,041 shares; 2024Q4: 18,118 shares; 2025Q1: 18,879 shares; 2025Q2: 19,034 shares; 2025Q3: 20,347 shares; 2025Q4: 20,460 shares 20,460 $1.5M 0.04% +113 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: 1,933 shares; 2024Q4: 2,251 shares; 2025Q1: 2,272 shares; 2025Q2: 2,283 shares; 2025Q3: 1,910 shares; 2025Q4: 1,834 shares 1,834 $1.48M 0.04% -76 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,059 shares; 2024Q4: 10,723 shares; 2025Q1: 11,828 shares; 2025Q2: 10,474 shares; 2025Q3: 11,675 shares; 2025Q4: 12,194 shares 12,194 $1.48M 0.04% +519 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 6,917 shares; 2025Q3: 6,885 shares; 2025Q4: 5,021 shares 5,021 $1.48M 0.04% -1,864 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 47,307 shares; 2025Q1: 44,957 shares; 2025Q2: 50,418 shares; 2025Q3: 48,583 shares; 2025Q4: 37,001 shares 37,001 $1.48M 0.04% -11,582 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: 9,739 shares; 2024Q4: 10,697 shares; 2025Q1: 11,078 shares; 2025Q2: 12,404 shares; 2025Q3: 12,993 shares; 2025Q4: 12,574 shares 12,574 $1.47M 0.04% -419 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,280 shares; 2025Q1: 15,427 shares; 2025Q2: 25,715 shares; 2025Q3: 24,937 shares; 2025Q4: 33,379 shares 33,379 $1.47M 0.04% +8,442 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 20,777 shares; 2025Q1: 23,852 shares; 2025Q2: 32,881 shares; 2025Q3: 26,426 shares; 2025Q4: 32,458 shares 32,458 $1.47M 0.04% +6,032 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,326 shares; 2025Q3: 10,467 shares; 2025Q4: 15,749 shares 15,749 $1.47M 0.04% +5,282 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,530 shares; 2024Q4: 9,796 shares; 2025Q1: 13,761 shares; 2025Q2: 13,808 shares; 2025Q3: 44,835 shares; 2025Q4: 44,625 shares 44,625 $1.47M 0.04% -210 Timeline OKLO OKLO INC More: the full row for OKLO 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: 14,034 shares; 2025Q2: 15,688 shares; 2025Q3: 16,398 shares; 2025Q4: 20,446 shares 20,446 $1.47M 0.04% +4,048 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 8,647 shares; 2025Q2: 10,947 shares; 2025Q3: 35,168 shares; 2025Q4: 56,560 shares 56,560 $1.46M 0.04% +21,392 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: 8,780 shares; 2024Q4: 9,101 shares; 2025Q1: 9,177 shares; 2025Q2: 9,339 shares; 2025Q3: 9,397 shares; 2025Q4: 9,618 shares 9,618 $1.46M 0.04% +221 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 6,982 shares; 2025Q1: 7,237 shares; 2025Q2: 7,601 shares; 2025Q3: 8,781 shares; 2025Q4: 7,362 shares 7,362 $1.45M 0.04% -1,419 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,241 shares; 2024Q4: 201,159 shares; 2025Q1: 194,417 shares; 2025Q2: 192,942 shares; 2025Q3: 92,356 shares; 2025Q4: 101,271 shares 101,271 $1.45M 0.04% +8,915 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: 43,369 shares; 2024Q4: 43,365 shares; 2025Q1: 36,426 shares; 2025Q2: 34,762 shares; 2025Q3: 22,402 shares; 2025Q4: 27,404 shares 27,404 $1.45M 0.04% +5,002 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: 5,774 shares; 2024Q4: 2,039 shares; 2025Q1: 1,965 shares; 2025Q2: 2,036 shares; 2025Q3: 5,576 shares; 2025Q4: 5,859 shares 5,859 $1.44M 0.03% +283 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,026 shares; 2024Q4: 101,149 shares; 2025Q1: 86,600 shares; 2025Q2: 83,471 shares; 2025Q3: 75,846 shares; 2025Q4: 44,210 shares 44,210 $1.44M 0.03% -31,636 Timeline QGRW 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: 30,144 shares; 2024Q4: 37,515 shares; 2025Q1: 27,450 shares; 2025Q2: 19,311 shares; 2025Q3: 17,673 shares; 2025Q4: 24,514 shares 24,514 $1.44M 0.03% +6,841 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: 26,710 shares; 2024Q4: 27,422 shares; 2025Q1: 25,807 shares; 2025Q2: 25,750 shares; 2025Q3: 33,263 shares; 2025Q4: 33,214 shares 33,214 $1.44M 0.03% -49 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 11,553 shares; 2025Q1: 11,047 shares; 2025Q2: 12,281 shares; 2025Q3: 10,793 shares; 2025Q4: 12,998 shares 12,998 $1.43M 0.03% +2,205 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: 3,920 shares; 2025Q4: 4,022 shares 4,022 $1.42M 0.03% +102 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,897 shares; 2024Q4: 63,666 shares; 2025Q1: 54,101 shares; 2025Q2: 68,202 shares; 2025Q3: 106,069 shares; 2025Q4: 92,810 shares 92,810 $1.42M 0.03% -13,259 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,419 shares; 2024Q4: 84,086 shares; 2025Q1: 83,762 shares; 2025Q2: 87,061 shares; 2025Q3: 68,268 shares; 2025Q4: 75,016 shares 75,016 $1.42M 0.03% +6,748 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,766 shares; 2024Q4: 11,087 shares; 2025Q1: 10,772 shares; 2025Q2: not reported; 2025Q3: 9,537 shares; 2025Q4: 17,563 shares 17,563 $1.42M 0.03% +8,026 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,148 shares; 2025Q2: 1,096 shares; 2025Q3: 3,313 shares; 2025Q4: 3,110 shares 3,110 $1.42M 0.03% -203 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 17,877 shares; 2025Q1: 20,245 shares; 2025Q2: 18,738 shares; 2025Q3: 26,291 shares; 2025Q4: 17,124 shares 17,124 $1.41M 0.03% -9,167 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: 32,200 shares; 2024Q4: 32,922 shares; 2025Q1: 33,040 shares; 2025Q2: 32,776 shares; 2025Q3: 31,357 shares; 2025Q4: 31,351 shares 31,351 $1.41M 0.03% -6 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 20,648 shares; 2025Q1: 20,960 shares; 2025Q2: 18,900 shares; 2025Q3: 22,165 shares; 2025Q4: 27,537 shares 27,537 $1.41M 0.03% +5,372 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,549 shares 53,549 $1.38M 0.03% new 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: 11,448 shares; 2024Q4: 12,517 shares; 2025Q1: 11,365 shares; 2025Q2: 17,041 shares; 2025Q3: 18,106 shares; 2025Q4: 12,144 shares 12,144 $1.38M 0.03% -5,962 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 5,224 shares; 2025Q1: 9,585 shares; 2025Q2: 11,935 shares; 2025Q3: 7,815 shares; 2025Q4: 9,627 shares 9,627 $1.37M 0.03% +1,812 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 5,622 shares; 2025Q1: 16,576 shares; 2025Q2: 2,615 shares; 2025Q3: 14,502 shares; 2025Q4: 30,073 shares 30,073 $1.36M 0.03% +15,571 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: 20,672 shares; 2024Q4: 12,479 shares; 2025Q1: 14,110 shares; 2025Q2: 13,852 shares; 2025Q3: 13,825 shares; 2025Q4: 14,108 shares 14,108 $1.36M 0.03% +283 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,366 shares; 2025Q3: 49,584 shares; 2025Q4: 49,724 shares 49,724 $1.35M 0.03% +140 Timeline GFEB 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: 30,724 shares; 2024Q4: 30,724 shares; 2025Q1: 34,038 shares; 2025Q2: 34,038 shares; 2025Q3: 32,545 shares; 2025Q4: 32,545 shares 32,545 $1.35M 0.03% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: not reported; 2025Q4: 21,011 shares 21,011 $1.35M 0.03% new 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: 13,462 shares; 2024Q4: 10,726 shares; 2025Q1: 10,015 shares; 2025Q2: 25,627 shares; 2025Q3: 32,716 shares; 2025Q4: 34,119 shares 34,119 $1.35M 0.03% +1,403 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,408 shares; 2024Q4: 56,017 shares; 2025Q1: 66,571 shares; 2025Q2: 62,636 shares; 2025Q3: 53,504 shares; 2025Q4: 58,341 shares 58,341 $1.34M 0.03% +4,837 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: 93,826 shares; 2024Q4: 106,538 shares; 2025Q1: 42,758 shares; 2025Q2: 45,817 shares; 2025Q3: 42,504 shares; 2025Q4: 36,799 shares 36,799 $1.33M 0.03% -5,705 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,017 shares; 2024Q4: 44,960 shares; 2025Q1: 49,497 shares; 2025Q2: 48,580 shares; 2025Q3: 53,483 shares; 2025Q4: 56,254 shares 56,254 $1.33M 0.03% +2,771 Timeline VFH 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: 9,923 shares; 2024Q4: 10,016 shares; 2025Q1: 9,689 shares; 2025Q2: 9,920 shares; 2025Q3: 9,860 shares; 2025Q4: 9,966 shares 9,966 $1.33M 0.03% +106 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 9,945 shares; 2025Q2: 9,059 shares; 2025Q3: 6,379 shares; 2025Q4: 6,671 shares 6,671 $1.33M 0.03% +292 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,613 shares; 2024Q4: 17,674 shares; 2025Q1: 22,020 shares; 2025Q2: 23,043 shares; 2025Q3: 24,039 shares; 2025Q4: 31,752 shares 31,752 $1.32M 0.03% +7,713 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 15,433 shares; 2025Q1: 20,953 shares; 2025Q2: 16,936 shares; 2025Q3: 13,692 shares; 2025Q4: 14,960 shares 14,960 $1.32M 0.03% +1,268 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,236 shares; 2025Q2: 9,502 shares; 2025Q3: 13,178 shares; 2025Q4: 13,397 shares 13,397 $1.32M 0.03% +219 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: 9,396 shares; 2024Q4: 10,241 shares; 2025Q1: 10,793 shares; 2025Q2: 12,635 shares; 2025Q3: 9,360 shares; 2025Q4: 13,634 shares 13,634 $1.31M 0.03% +4,274 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,578 shares; 2024Q4: 26,916 shares; 2025Q1: 13,828 shares; 2025Q2: 22,038 shares; 2025Q3: 21,782 shares; 2025Q4: 13,478 shares 13,478 $1.31M 0.03% -8,304 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,623 shares; 2024Q4: 67,534 shares; 2025Q1: 64,711 shares; 2025Q2: 44,861 shares; 2025Q3: 94,025 shares; 2025Q4: 113,549 shares 113,549 $1.31M 0.03% +19,524 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,307 shares; 2025Q2: 4,103 shares; 2025Q3: 2,583 shares; 2025Q4: 5,768 shares 5,768 $1.31M 0.03% +3,185 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: 10,509 shares; 2024Q4: 10,683 shares; 2025Q1: 6,480 shares; 2025Q2: 6,911 shares; 2025Q3: 5,133 shares; 2025Q4: 6,208 shares 6,208 $1.31M 0.03% +1,075 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 10,182 shares; 2025Q1: 11,353 shares; 2025Q2: 12,326 shares; 2025Q3: 13,089 shares; 2025Q4: 14,885 shares 14,885 $1.3M 0.03% +1,796 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 9,934 shares; 2025Q1: 11,152 shares; 2025Q2: 11,161 shares; 2025Q3: 11,192 shares; 2025Q4: 11,230 shares 11,230 $1.29M 0.03% +38 Timeline XRPR ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 53,634 shares; 2025Q4: 86,342 shares 86,342 $1.29M 0.03% +32,708 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: 46,907 shares; 2025Q3: 48,726 shares; 2025Q4: 48,158 shares 48,158 $1.29M 0.03% -568 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 47,620 shares; 2025Q3: 28,267 shares; 2025Q4: 38,869 shares 38,869 $1.28M 0.03% +10,602 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,320 shares; 2024Q4: 37,074 shares; 2025Q1: 37,403 shares; 2025Q2: 39,301 shares; 2025Q3: 17,771 shares; 2025Q4: 25,325 shares 25,325 $1.27M 0.03% +7,554 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: 10,980 shares; 2024Q4: 12,052 shares; 2025Q1: 14,620 shares; 2025Q2: 15,259 shares; 2025Q3: 14,947 shares; 2025Q4: 16,087 shares 16,087 $1.27M 0.03% +1,140 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 14,808 shares 14,808 $1.27M 0.03% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,305 shares; 2024Q4: 26,170 shares; 2025Q1: 27,825 shares; 2025Q2: 27,738 shares; 2025Q3: 28,415 shares; 2025Q4: 30,979 shares 30,979 $1.27M 0.03% +2,564 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,285 shares 34,285 $1.26M 0.03% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,679 shares 55,679 $1.26M 0.03% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 2,211 shares; 2025Q1: 4,210 shares; 2025Q2: 4,299 shares; 2025Q3: 4,653 shares; 2025Q4: 6,007 shares 6,007 $1.25M 0.03% +1,354 Timeline NJAN 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: 17,351 shares; 2025Q1: 21,558 shares; 2025Q2: 19,807 shares; 2025Q3: 21,562 shares; 2025Q4: 22,817 shares 22,817 $1.25M 0.03% +1,255 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 5,940 shares; 2025Q1: 6,382 shares; 2025Q2: 4,297 shares; 2025Q3: 4,837 shares; 2025Q4: 5,006 shares 5,006 $1.25M 0.03% +169 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: 6,286 shares; 2024Q4: 7,406 shares; 2025Q1: 6,729 shares; 2025Q2: 6,304 shares; 2025Q3: 6,438 shares; 2025Q4: 5,991 shares 5,991 $1.25M 0.03% -447 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,833 shares; 2025Q1: 63,053 shares; 2025Q2: 57,193 shares; 2025Q3: 41,108 shares; 2025Q4: 34,065 shares 34,065 $1.25M 0.03% -7,043 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,968 shares; 2024Q4: 11,905 shares; 2025Q1: 14,076 shares; 2025Q2: 19,288 shares; 2025Q3: 21,038 shares; 2025Q4: 30,018 shares 30,018 $1.24M 0.03% +8,980 Timeline CERY 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: 22,382 shares; 2025Q1: 50,960 shares; 2025Q2: 32,036 shares; 2025Q3: 60,651 shares; 2025Q4: 43,419 shares 43,419 $1.24M 0.03% -17,232 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 2,777 shares; 2025Q1: 3,553 shares; 2025Q2: 4,743 shares; 2025Q3: 8,385 shares; 2025Q4: 12,237 shares 12,237 $1.23M 0.03% +3,852 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 3,835 shares; 2025Q1: 5,532 shares; 2025Q2: 5,343 shares; 2025Q3: 3,576 shares; 2025Q4: 4,321 shares 4,321 $1.23M 0.03% +745 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 6,501 shares; 2025Q1: 9,794 shares; 2025Q2: 11,873 shares; 2025Q3: 10,738 shares; 2025Q4: 6,741 shares 6,741 $1.23M 0.03% -3,997 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: 20,914 shares; 2024Q4: 22,717 shares; 2025Q1: 19,299 shares; 2025Q2: 22,015 shares; 2025Q3: 18,261 shares; 2025Q4: 16,761 shares 16,761 $1.22M 0.03% -1,500 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 3,953 shares; 2025Q1: 3,881 shares; 2025Q2: 3,723 shares; 2025Q3: 2,232 shares; 2025Q4: 2,131 shares 2,131 $1.22M 0.03% -101 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 2,392 shares; 2025Q1: 2,293 shares; 2025Q2: 2,389 shares; 2025Q3: 1,808 shares; 2025Q4: 1,305 shares 1,305 $1.22M 0.03% -503 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,361 shares; 2025Q1: 8,653 shares; 2025Q2: 8,683 shares; 2025Q3: 8,948 shares; 2025Q4: 8,407 shares 8,407 $1.22M 0.03% -541 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 8,097 shares; 2025Q1: 9,508 shares; 2025Q2: 11,704 shares; 2025Q3: 13,461 shares; 2025Q4: 16,836 shares 16,836 $1.21M 0.03% +3,375 Timeline BUFB 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: 7,018 shares; 2025Q1: 61,031 shares; 2025Q2: 26,251 shares; 2025Q3: 30,348 shares; 2025Q4: 33,006 shares 33,006 $1.21M 0.03% +2,658 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,989 shares; 2025Q1: 3,119 shares; 2025Q2: 3,847 shares; 2025Q3: 3,205 shares; 2025Q4: 3,217 shares 3,217 $1.2M 0.03% +12 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 4,973 shares; 2025Q1: 4,923 shares; 2025Q2: 5,034 shares; 2025Q3: 5,437 shares; 2025Q4: 5,677 shares 5,677 $1.2M 0.03% +240 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,008 shares 15,008 $1.2M 0.03% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,621 shares; 2024Q4: 39,799 shares; 2025Q1: 47,080 shares; 2025Q2: 36,809 shares; 2025Q3: 38,558 shares; 2025Q4: 37,247 shares 37,247 $1.19M 0.03% -1,311 Timeline IBTH ISHARES TR More: 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: 53,125 shares 53,125 $1.19M 0.03% new Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,803 shares 41,803 $1.19M 0.03% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,778 shares; 2025Q2: 7,010 shares; 2025Q3: 8,278 shares; 2025Q4: 17,052 shares 17,052 $1.19M 0.03% +8,774 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,346 shares; 2024Q4: 8,346 shares; 2025Q1: 17,583 shares; 2025Q2: 22,091 shares; 2025Q3: 24,795 shares; 2025Q4: 27,974 shares 27,974 $1.17M 0.03% +3,179 Timeline JPIN 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: 39,389 shares; 2024Q4: 32,621 shares; 2025Q1: 27,660 shares; 2025Q2: 24,268 shares; 2025Q3: 21,476 shares; 2025Q4: 17,177 shares 17,177 $1.17M 0.03% -4,299 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,678 shares; 2025Q1: 7,449 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,586 shares 18,586 $1.17M 0.03% new 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: 48,548 shares; 2024Q4: 53,985 shares; 2025Q1: 51,994 shares; 2025Q2: 54,620 shares; 2025Q3: 28,917 shares; 2025Q4: 26,594 shares 26,594 $1.16M 0.03% -2,323 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,786 shares; 2025Q1: 9,117 shares; 2025Q2: 12,518 shares; 2025Q3: 11,797 shares; 2025Q4: 11,980 shares 11,980 $1.16M 0.03% +183 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 3,262 shares; 2025Q4: 2,008 shares 2,008 $1.16M 0.03% -1,254 Timeline SCHH 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: 12,601 shares; 2024Q4: 18,685 shares; 2025Q1: 35,261 shares; 2025Q2: 44,912 shares; 2025Q3: 50,403 shares; 2025Q4: 55,227 shares 55,227 $1.15M 0.03% +4,824 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,402 shares; 2024Q4: 73,172 shares; 2025Q1: 68,512 shares; 2025Q2: 54,851 shares; 2025Q3: 42,253 shares; 2025Q4: 31,839 shares 31,839 $1.15M 0.03% -10,414 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: 1,780 shares; 2024Q4: 4,264 shares; 2025Q1: 2,647 shares; 2025Q2: 2,683 shares; 2025Q3: 3,166 shares; 2025Q4: 3,258 shares 3,258 $1.15M 0.03% +92 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: 1,614 shares; 2024Q4: 3,226 shares; 2025Q1: 4,755 shares; 2025Q2: 5,501 shares; 2025Q3: 4,993 shares; 2025Q4: 5,233 shares 5,233 $1.15M 0.03% +240 Timeline