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: 145,139 shares; 2024Q4: 147,453 shares; 2025Q1: 163,885 shares; 2025Q2: 167,880 shares; 2025Q3: 165,198 shares; 2025Q4: 170,553 shares 170,553 $82.5M 4.45% +5,355 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: 137,552 shares; 2024Q4: 136,802 shares; 2025Q1: 191,043 shares; 2025Q2: 188,239 shares; 2025Q3: 179,765 shares; 2025Q4: 181,974 shares 181,974 $63M 3.4% +2,209 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: 174,698 shares; 2024Q4: 182,372 shares; 2025Q1: 200,475 shares; 2025Q2: 208,124 shares; 2025Q3: 204,022 shares; 2025Q4: 209,696 shares 209,696 $57M 3.07% +5,674 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: 198,587 shares; 2024Q4: 205,272 shares; 2025Q1: 257,333 shares; 2025Q2: 273,917 shares; 2025Q3: 281,570 shares; 2025Q4: 289,908 shares 289,908 $54.1M 2.91% +8,338 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: 194,522 shares; 2024Q4: 196,480 shares; 2025Q1: 201,095 shares; 2025Q2: 205,653 shares; 2025Q3: 205,563 shares; 2025Q4: 208,410 shares 208,410 $48.1M 2.59% +2,847 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: 105,949 shares; 2024Q4: 105,524 shares; 2025Q1: 93,934 shares; 2025Q2: 95,040 shares; 2025Q3: 97,971 shares; 2025Q4: 102,158 shares 102,158 $32M 1.72% +4,187 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: 69,162 shares; 2024Q4: 70,920 shares; 2025Q1: 85,625 shares; 2025Q2: 98,006 shares; 2025Q3: 96,292 shares; 2025Q4: 95,989 shares 95,989 $30.9M 1.67% -303 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: 135,959 shares; 2024Q4: 136,913 shares; 2025Q1: 129,698 shares; 2025Q2: 131,234 shares; 2025Q3: 131,940 shares; 2025Q4: 131,890 shares 131,890 $30.1M 1.62% -50 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: 59,856 shares; 2024Q4: 62,185 shares; 2025Q1: 61,841 shares; 2025Q2: 63,594 shares; 2025Q3: 103,832 shares; 2025Q4: 130,031 shares 130,031 $26.9M 1.45% +26,199 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,650 shares; 2024Q4: 462,981 shares; 2025Q1: 513,787 shares; 2025Q2: 517,455 shares; 2025Q3: 522,205 shares; 2025Q4: 550,911 shares 550,911 $25.4M 1.37% +28,706 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: 985,185 shares; 2024Q4: 1,012,599 shares; 2025Q1: 1,031,197 shares; 2025Q2: 1,051,303 shares; 2025Q3: 1,037,527 shares; 2025Q4: 1,056,727 shares 1,056,727 $25M 1.35% +19,200 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: 70,035 shares; 2024Q4: 79,207 shares; 2025Q1: 86,604 shares; 2025Q2: 89,917 shares; 2025Q3: 87,649 shares; 2025Q4: 92,620 shares 92,620 $23.9M 1.29% +4,971 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: 53,805 shares; 2024Q4: 53,871 shares; 2025Q1: 68,613 shares; 2025Q2: 66,938 shares; 2025Q3: 69,255 shares; 2025Q4: 76,651 shares 76,651 $23.3M 1.26% +7,396 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: 655,460 shares; 2024Q4: 666,973 shares; 2025Q1: 665,430 shares; 2025Q2: 672,339 shares; 2025Q3: 667,729 shares; 2025Q4: 696,431 shares 696,431 $23M 1.24% +28,702 Timeline FTGC 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: 817,764 shares; 2024Q4: 850,853 shares; 2025Q1: 884,476 shares; 2025Q2: 907,795 shares; 2025Q3: 903,864 shares; 2025Q4: 944,969 shares 944,969 $22M 1.18% +41,105 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: 312,342 shares; 2024Q4: 291,209 shares; 2025Q1: 279,523 shares; 2025Q2: 279,466 shares; 2025Q3: 269,069 shares; 2025Q4: 265,655 shares 265,655 $21.6M 1.16% -3,414 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: 29,371 shares; 2024Q4: 30,357 shares; 2025Q1: 35,039 shares; 2025Q2: 29,892 shares; 2025Q3: 33,296 shares; 2025Q4: 31,790 shares 31,790 $21M 1.13% -1,506 Timeline FTCB 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: 857,421 shares; 2025Q1: 923,275 shares; 2025Q2: 931,979 shares; 2025Q3: 932,585 shares; 2025Q4: 979,014 shares 979,014 $20.8M 1.12% +46,429 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: 176,760 shares; 2024Q4: 178,939 shares; 2025Q1: 176,726 shares; 2025Q2: 179,578 shares; 2025Q3: 175,593 shares; 2025Q4: 160,061 shares 160,061 $20.1M 1.08% -15,532 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: 73,126 shares; 2024Q4: 74,368 shares; 2025Q1: 104,534 shares; 2025Q2: 106,502 shares; 2025Q3: 103,583 shares; 2025Q4: 101,794 shares 101,794 $19.8M 1.07% -1,789 Timeline UCON 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: 662,387 shares; 2024Q4: 685,111 shares; 2025Q1: 736,087 shares; 2025Q2: 743,443 shares; 2025Q3: 741,658 shares; 2025Q4: 773,673 shares 773,673 $19.5M 1.05% +32,015 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,790 shares; 2024Q4: 316,458 shares; 2025Q1: 344,683 shares; 2025Q2: 348,032 shares; 2025Q3: 346,930 shares; 2025Q4: 358,052 shares 358,052 $19.3M 1.04% +11,122 Timeline FTSL 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: 364,394 shares; 2024Q4: 368,041 shares; 2025Q1: 388,147 shares; 2025Q2: 392,122 shares; 2025Q3: 391,483 shares; 2025Q4: 403,906 shares 403,906 $18.5M 1% +12,423 Timeline YLD 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: 864,409 shares; 2024Q4: 880,460 shares; 2025Q1: 929,537 shares; 2025Q2: 937,826 shares; 2025Q3: 933,334 shares; 2025Q4: 971,848 shares 971,848 $18.5M 1% +38,514 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,365 shares; 2024Q4: 323,848 shares; 2025Q1: 349,318 shares; 2025Q2: 353,424 shares; 2025Q3: 352,109 shares; 2025Q4: 365,711 shares 365,711 $18.4M 0.99% +13,602 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: 39,013 shares; 2024Q4: 39,101 shares; 2025Q1: 39,191 shares; 2025Q2: 39,441 shares; 2025Q3: 38,899 shares; 2025Q4: 37,526 shares 37,526 $18.3M 0.99% -1,373 Timeline URA 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: 374,731 shares; 2024Q4: 380,099 shares; 2025Q1: 393,816 shares; 2025Q2: 406,091 shares; 2025Q3: 396,006 shares; 2025Q4: 413,160 shares 413,160 $17.7M 0.95% +17,154 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: 89,863 shares; 2024Q4: 90,166 shares; 2025Q1: 95,878 shares; 2025Q2: 96,049 shares; 2025Q3: 92,833 shares; 2025Q4: 93,569 shares 93,569 $16.6M 0.9% +736 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: 22,797 shares; 2024Q4: 24,418 shares; 2025Q1: 25,115 shares; 2025Q2: 23,529 shares; 2025Q3: 23,779 shares; 2025Q4: 24,139 shares 24,139 $16.5M 0.89% +360 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: 11,060 shares; 2024Q4: 11,892 shares; 2025Q1: 12,937 shares; 2025Q2: 14,064 shares; 2025Q3: 13,929 shares; 2025Q4: 14,939 shares 14,939 $16.1M 0.87% +1,010 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: 39,272 shares; 2024Q4: 40,137 shares; 2025Q1: 43,735 shares; 2025Q2: 43,869 shares; 2025Q3: 47,225 shares; 2025Q4: 45,966 shares 45,966 $15.8M 0.85% -1,259 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: 86,073 shares; 2024Q4: 109,967 shares; 2025Q1: 124,738 shares; 2025Q2: 130,498 shares; 2025Q3: 97,880 shares; 2025Q4: 100,578 shares 100,578 $15.4M 0.83% +2,698 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: 13,279 shares; 2024Q4: 12,833 shares; 2025Q1: 13,404 shares; 2025Q2: 20,825 shares; 2025Q3: 20,970 shares; 2025Q4: 22,025 shares 22,025 $15M 0.81% +1,055 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: 170,404 shares; 2024Q4: 169,221 shares; 2025Q1: 98,869 shares; 2025Q2: 99,686 shares; 2025Q3: 95,932 shares; 2025Q4: 84,346 shares 84,346 $15M 0.81% -11,586 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,383 shares; 2025Q1: 26,619 shares; 2025Q2: 25,166 shares; 2025Q3: 34,942 shares; 2025Q4: 35,700 shares 35,700 $13.2M 0.71% +758 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: 25,352 shares; 2024Q4: 25,230 shares; 2025Q1: 24,533 shares; 2025Q2: 24,231 shares; 2025Q3: 120,485 shares; 2025Q4: 123,083 shares 123,083 $13M 0.7% +2,598 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,082 shares; 2024Q4: 139,595 shares; 2025Q1: 126,124 shares; 2025Q2: 385,551 shares; 2025Q3: 396,351 shares; 2025Q4: 413,772 shares 413,772 $12M 0.65% +17,421 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,450 shares; 2024Q4: 422,950 shares; 2025Q1: 1,444,000 shares; 2025Q2: 1,808,320 shares; 2025Q3: 1,740,970 shares; 2025Q4: 1,530,270 shares 1,530,270 $12M 0.65% -210,700 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: 171,003 shares; 2024Q4: 177,034 shares; 2025Q1: 185,191 shares; 2025Q2: 189,967 shares; 2025Q3: 187,765 shares; 2025Q4: 195,930 shares 195,930 $11.3M 0.61% +8,165 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: 31,755 shares; 2024Q4: 34,970 shares; 2025Q1: 30,487 shares; 2025Q2: 33,689 shares; 2025Q3: 33,706 shares; 2025Q4: 33,301 shares 33,301 $11.2M 0.6% -405 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: 49,677 shares; 2024Q4: 34,862 shares; 2025Q1: 54,136 shares; 2025Q2: 35,191 shares; 2025Q3: 35,161 shares; 2025Q4: 35,507 shares 35,507 $11.1M 0.6% +346 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,880 shares; 2024Q4: 563,880 shares; 2025Q1: 733,880 shares; 2025Q2: 668,770 shares; 2025Q3: 822,380 shares; 2025Q4: 837,581 shares 837,581 $10.9M 0.59% +15,201 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: 29,311 shares; 2024Q4: 29,546 shares; 2025Q1: 27,139 shares; 2025Q2: 27,734 shares; 2025Q3: 57,792 shares; 2025Q4: 59,269 shares 59,269 $10.9M 0.59% +1,477 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: 29,355 shares; 2024Q4: 29,671 shares; 2025Q1: 28,513 shares; 2025Q2: 29,784 shares; 2025Q3: 29,939 shares; 2025Q4: 30,366 shares 30,366 $10.6M 0.57% +427 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: 20,845 shares; 2024Q4: 22,573 shares; 2025Q1: 23,809 shares; 2025Q2: 21,447 shares; 2025Q3: 23,191 shares; 2025Q4: 23,487 shares 23,487 $10.6M 0.57% +296 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,228 shares; 2024Q4: 41,879 shares; 2025Q1: 33,839 shares; 2025Q2: 34,876 shares; 2025Q3: 34,976 shares; 2025Q4: 38,606 shares 38,606 $10.5M 0.56% +3,630 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: 202,521 shares; 2024Q4: 208,350 shares; 2025Q1: 230,651 shares; 2025Q2: 240,757 shares; 2025Q3: 240,538 shares; 2025Q4: 249,552 shares 249,552 $10.2M 0.55% +9,014 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,781 shares; 2024Q4: 191,059 shares; 2025Q1: 205,035 shares; 2025Q2: 215,603 shares; 2025Q3: 214,286 shares; 2025Q4: 220,721 shares 220,721 $10.1M 0.54% +6,435 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,618 shares; 2025Q3: 216,765 shares; 2025Q4: 224,376 shares 224,376 $9.99M 0.54% +7,611 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255,965 shares; 2025Q1: 239,401 shares; 2025Q2: 243,096 shares; 2025Q3: 253,505 shares; 2025Q4: 262,542 shares 262,542 $9.83M 0.53% +9,037 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: 3,222 shares; 2024Q4: 4,827 shares; 2025Q1: 11,702 shares; 2025Q2: 16,774 shares; 2025Q3: 16,773 shares; 2025Q4: 16,273 shares 16,273 $9.82M 0.53% -500 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: 110,682 shares; 2024Q4: 119,868 shares; 2025Q1: 115,993 shares; 2025Q2: 118,977 shares; 2025Q3: 118,952 shares; 2025Q4: 121,581 shares 121,581 $9.76M 0.53% +2,629 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: 5,371 shares; 2024Q4: 5,288 shares; 2025Q1: 17,421 shares; 2025Q2: 18,871 shares; 2025Q3: 18,331 shares; 2025Q4: 20,431 shares 20,431 $9.67M 0.52% +2,100 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: 48,964 shares; 2024Q4: 50,757 shares; 2025Q1: 50,890 shares; 2025Q2: 50,853 shares; 2025Q3: 51,005 shares; 2025Q4: 50,468 shares 50,468 $9.64M 0.52% -537 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: 91,893 shares; 2024Q4: 92,196 shares; 2025Q1: 70,880 shares; 2025Q2: 74,487 shares; 2025Q3: 77,436 shares; 2025Q4: 79,255 shares 79,255 $9.54M 0.51% +1,819 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: 65,131 shares; 2024Q4: 69,090 shares; 2025Q1: 68,812 shares; 2025Q2: 18,930 shares; 2025Q3: 18,007 shares; 2025Q4: 92,033 shares 92,033 $9.13M 0.49% +74,026 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: 147,810 shares; 2024Q4: 150,307 shares; 2025Q1: 136,929 shares; 2025Q2: 143,031 shares; 2025Q3: 142,423 shares; 2025Q4: 147,903 shares 147,903 $8.89M 0.48% +5,480 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: 26,081 shares; 2024Q4: 26,377 shares; 2025Q1: 25,957 shares; 2025Q2: 27,314 shares; 2025Q3: 27,805 shares; 2025Q4: 28,448 shares 28,448 $8.69M 0.47% +643 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 5,232 shares; 2025Q1: 4,925 shares; 2025Q2: 68,871 shares; 2025Q3: 68,268 shares; 2025Q4: 88,730 shares 88,730 $8.67M 0.47% +20,462 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: 302,341 shares; 2024Q4: 306,857 shares; 2025Q1: 283,769 shares; 2025Q2: 295,725 shares; 2025Q3: 295,386 shares; 2025Q4: 310,598 shares 310,598 $8.54M 0.46% +15,212 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: 207,701 shares; 2024Q4: 206,958 shares; 2025Q1: 173,660 shares; 2025Q2: 185,850 shares; 2025Q3: 172,854 shares; 2025Q4: 121,516 shares 121,516 $8.5M 0.46% -51,338 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: 2,087 shares; 2024Q4: 2,142 shares; 2025Q1: 22,611 shares; 2025Q2: 24,954 shares; 2025Q3: 24,794 shares; 2025Q4: 25,801 shares 25,801 $8.44M 0.46% +1,007 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,779 shares; 2024Q4: 254,658 shares; 2025Q1: 372,081 shares; 2025Q2: 430,842 shares; 2025Q3: 425,682 shares; 2025Q4: 471,922 shares 471,922 $8.36M 0.45% +46,240 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,968 shares; 2024Q4: 54,937 shares; 2025Q1: 59,452 shares; 2025Q2: 62,054 shares; 2025Q3: 61,483 shares; 2025Q4: 64,723 shares 64,723 $8.35M 0.45% +3,240 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214,751 shares; 2025Q3: 214,507 shares; 2025Q4: 225,812 shares 225,812 $8.27M 0.45% +11,305 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: 46,075 shares; 2024Q4: 48,396 shares; 2025Q1: 42,082 shares; 2025Q2: 42,973 shares; 2025Q3: 41,963 shares; 2025Q4: 35,721 shares 35,721 $8.26M 0.45% -6,242 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,428 shares; 2024Q4: 54,981 shares; 2025Q1: 54,196 shares; 2025Q2: 55,742 shares; 2025Q3: 56,798 shares; 2025Q4: 54,856 shares 54,856 $7.86M 0.42% -1,942 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,898 shares; 2024Q4: 19,135 shares; 2025Q1: 26,340 shares; 2025Q2: 26,743 shares; 2025Q3: 24,368 shares; 2025Q4: 25,023 shares 25,023 $7.81M 0.42% +655 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,666 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,715 shares 158,715 $7.78M 0.42% new 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: 5,159 shares; 2024Q4: 5,169 shares; 2025Q1: 4,332 shares; 2025Q2: 4,321 shares; 2025Q3: 13,252 shares; 2025Q4: 13,311 shares 13,311 $7.63M 0.41% +59 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,622 shares; 2024Q4: 54,927 shares; 2025Q1: 55,788 shares; 2025Q2: 57,312 shares; 2025Q3: 56,761 shares; 2025Q4: 58,780 shares 58,780 $7.5M 0.4% +2,019 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,279 shares; 2025Q4: 75,794 shares 75,794 $7.41M 0.4% -2,485 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 13,062 shares; 2025Q1: 5,453 shares; 2025Q2: 6,223 shares; 2025Q3: 5,898 shares; 2025Q4: 63,875 shares 63,875 $7.37M 0.4% +57,977 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,358 shares; 2025Q1: 5,110 shares; 2025Q2: 5,534 shares; 2025Q3: 6,141 shares; 2025Q4: 62,164 shares 62,164 $7.29M 0.39% +56,023 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,763 shares; 2024Q4: 15,422 shares; 2025Q1: 15,614 shares; 2025Q2: 16,005 shares; 2025Q3: 15,804 shares; 2025Q4: 16,757 shares 16,757 $7.15M 0.39% +953 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: 27,397 shares; 2024Q4: 27,857 shares; 2025Q1: 31,061 shares; 2025Q2: 31,533 shares; 2025Q3: 28,548 shares; 2025Q4: 27,627 shares 27,627 $7.11M 0.38% -921 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,787 shares; 2024Q4: 89,826 shares; 2025Q1: 93,440 shares; 2025Q2: 99,789 shares; 2025Q3: 103,756 shares; 2025Q4: 99,383 shares 99,383 $7.09M 0.38% -4,373 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 617,500 shares; 2025Q3: 611,979 shares; 2025Q4: 646,257 shares 646,257 $7.04M 0.38% +34,278 Timeline ZROZ 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: 101,836 shares; 2025Q2: 103,388 shares; 2025Q3: 104,102 shares; 2025Q4: 107,951 shares 107,951 $6.94M 0.37% +3,849 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 97,134 shares; 2025Q4: 102,346 shares 102,346 $6.85M 0.37% +5,212 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,293 shares 133,293 $6.77M 0.36% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,088 shares; 2024Q4: 99,531 shares; 2025Q1: 117,834 shares; 2025Q2: 119,094 shares; 2025Q3: 120,636 shares; 2025Q4: 121,623 shares 121,623 $6.67M 0.36% +987 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: 25,623 shares; 2024Q4: 24,827 shares; 2025Q1: 59,538 shares; 2025Q2: 58,610 shares; 2025Q3: 58,337 shares; 2025Q4: 58,511 shares 58,511 $6.52M 0.35% +174 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,807 shares; 2024Q4: 9,042 shares; 2025Q1: 15,608 shares; 2025Q2: 15,648 shares; 2025Q3: 15,349 shares; 2025Q4: 15,626 shares 15,626 $6.08M 0.33% +277 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,324 shares; 2024Q4: 435,574 shares; 2025Q1: 375,662 shares; 2025Q2: 353,246 shares; 2025Q3: 332,558 shares; 2025Q4: 345,462 shares 345,462 $6.06M 0.33% +12,904 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: 90,901 shares; 2024Q4: 91,511 shares; 2025Q1: 95,945 shares; 2025Q2: 96,553 shares; 2025Q3: 98,947 shares; 2025Q4: 98,586 shares 98,586 $6M 0.32% -361 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: 9,732 shares; 2024Q4: 9,896 shares; 2025Q1: 10,968 shares; 2025Q2: 11,684 shares; 2025Q3: 11,648 shares; 2025Q4: 10,458 shares 10,458 $5.97M 0.32% -1,190 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: 104,489 shares; 2024Q4: 112,846 shares; 2025Q1: 104,054 shares; 2025Q2: 96,805 shares; 2025Q3: 100,370 shares; 2025Q4: 111,529 shares 111,529 $5.89M 0.32% +11,159 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,456 shares; 2025Q1: 5,591 shares; 2025Q2: 5,644 shares; 2025Q3: 6,513 shares; 2025Q4: 6,609 shares 6,609 $5.81M 0.31% +96 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: 15,458 shares; 2024Q4: 15,608 shares; 2025Q1: 25,827 shares; 2025Q2: 30,106 shares; 2025Q3: 29,815 shares; 2025Q4: 30,914 shares 30,914 $5.36M 0.29% +1,099 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,404 shares; 2024Q4: 106,694 shares; 2025Q1: 104,920 shares; 2025Q2: 102,939 shares; 2025Q3: 102,728 shares; 2025Q4: 108,933 shares 108,933 $5.12M 0.28% +6,205 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: 12,780 shares; 2024Q4: 12,780 shares; 2025Q1: 12,529 shares; 2025Q2: 12,652 shares; 2025Q3: 12,623 shares; 2025Q4: 12,558 shares 12,558 $4.98M 0.27% -65 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: 27,605 shares; 2024Q4: 28,318 shares; 2025Q1: 20,184 shares; 2025Q2: 19,940 shares; 2025Q3: 19,698 shares; 2025Q4: 18,494 shares 18,494 $4.96M 0.27% -1,204 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: 109,021 shares; 2024Q4: 115,782 shares; 2025Q1: 97,088 shares; 2025Q2: 90,596 shares; 2025Q3: 91,559 shares; 2025Q4: 96,218 shares 96,218 $4.92M 0.27% +4,659 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: 3,037 shares; 2025Q1: 2,859 shares; 2025Q2: 31,085 shares; 2025Q3: 37,342 shares; 2025Q4: 37,446 shares 37,446 $4.91M 0.26% +104 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: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 18,540 shares; 2025Q2: 20,507 shares; 2025Q3: 20,507 shares; 2025Q4: 17,399 shares 17,399 $4.82M 0.26% -3,108 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,055 shares; 2024Q4: 48,876 shares; 2025Q1: 51,768 shares; 2025Q2: 53,193 shares; 2025Q3: 53,529 shares; 2025Q4: 49,894 shares 49,894 $4.8M 0.26% -3,635 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: 8,379 shares; 2024Q4: 8,786 shares; 2025Q1: 9,713 shares; 2025Q2: 10,227 shares; 2025Q3: 6,996 shares; 2025Q4: 8,458 shares 8,458 $4.79M 0.26% +1,462 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: 61,924 shares; 2024Q4: 63,879 shares; 2025Q1: 66,475 shares; 2025Q2: 69,131 shares; 2025Q3: 70,788 shares; 2025Q4: 64,859 shares 64,859 $4.78M 0.26% -5,929 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,475 shares; 2025Q3: 10,099 shares; 2025Q4: 10,069 shares 10,069 $4.7M 0.25% -30 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: not reported; 2024Q4: not reported; 2025Q1: 45,494 shares; 2025Q2: 44,708 shares; 2025Q3: 47,273 shares; 2025Q4: 63,926 shares 63,926 $4.58M 0.25% +16,653 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: 27,785 shares; 2024Q4: 27,832 shares; 2025Q1: 28,174 shares; 2025Q2: 31,048 shares; 2025Q3: 30,554 shares; 2025Q4: 29,192 shares 29,192 $4.5M 0.24% -1,362 Timeline FMHI 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: 86,113 shares; 2024Q4: 88,070 shares; 2025Q1: 95,278 shares; 2025Q2: 95,278 shares; 2025Q3: 93,046 shares; 2025Q4: 92,000 shares 92,000 $4.41M 0.24% -1,046 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: 137,474 shares; 2024Q4: 138,616 shares; 2025Q1: 148,369 shares; 2025Q2: 150,941 shares; 2025Q3: 154,249 shares; 2025Q4: 132,565 shares 132,565 $4.34M 0.23% -21,684 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,088 shares; 2024Q4: 673,294 shares; 2025Q1: 570,944 shares; 2025Q2: 452,912 shares; 2025Q3: 442,761 shares; 2025Q4: 437,128 shares 437,128 $4.33M 0.23% -5,633 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: 35,710 shares; 2024Q4: 38,901 shares; 2025Q1: 43,284 shares; 2025Q2: 44,870 shares; 2025Q3: 43,178 shares; 2025Q4: 45,388 shares 45,388 $4.33M 0.23% +2,210 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: 2,881 shares; 2024Q4: 3,357 shares; 2025Q1: 5,695 shares; 2025Q2: 6,819 shares; 2025Q3: 6,767 shares; 2025Q4: 6,689 shares 6,689 $4.11M 0.22% -78 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: 6,618 shares; 2024Q4: 6,862 shares; 2025Q1: 6,070 shares; 2025Q2: 6,166 shares; 2025Q3: 6,023 shares; 2025Q4: 6,184 shares 6,184 $4.1M 0.22% +161 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: 110,887 shares; 2024Q4: 111,156 shares; 2025Q1: 133,358 shares; 2025Q2: 130,793 shares; 2025Q3: 125,991 shares; 2025Q4: 126,956 shares 126,956 $4.07M 0.22% +965 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: 13,535 shares; 2024Q4: 24,663 shares; 2025Q1: 46,474 shares; 2025Q2: 51,007 shares; 2025Q3: 51,526 shares; 2025Q4: 58,306 shares 58,306 $3.92M 0.21% +6,780 Timeline DFLV 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: 102,126 shares; 2024Q4: 104,448 shares; 2025Q1: 112,827 shares; 2025Q2: 115,715 shares; 2025Q3: 119,037 shares; 2025Q4: 110,821 shares 110,821 $3.79M 0.2% -8,216 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: 2,508 shares; 2024Q4: 2,661 shares; 2025Q1: 2,588 shares; 2025Q2: 41,069 shares; 2025Q3: 40,427 shares; 2025Q4: 41,329 shares 41,329 $3.77M 0.2% +902 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,464 shares; 2024Q4: 172,982 shares; 2025Q1: 161,854 shares; 2025Q2: 133,532 shares; 2025Q3: 133,752 shares; 2025Q4: 146,311 shares 146,311 $3.75M 0.2% +12,559 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: 15,156 shares; 2024Q4: 13,978 shares; 2025Q1: 13,782 shares; 2025Q2: 13,976 shares; 2025Q3: 13,694 shares; 2025Q4: 12,634 shares 12,634 $3.74M 0.2% -1,060 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: 8,596 shares; 2025Q1: 1,094 shares; 2025Q2: 2,921 shares; 2025Q3: 3,078 shares; 2025Q4: 3,477 shares 3,477 $3.72M 0.2% +399 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: 47,850 shares; 2024Q4: 47,851 shares; 2025Q1: 47,715 shares; 2025Q2: 46,715 shares; 2025Q3: 46,433 shares; 2025Q4: 43,079 shares 43,079 $3.69M 0.2% -3,354 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,428 shares 107,428 $3.58M 0.19% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,296 shares; 2025Q3: 25,360 shares; 2025Q4: 25,612 shares 25,612 $3.53M 0.19% +252 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,853 shares; 2024Q4: 140,083 shares; 2025Q1: 128,097 shares; 2025Q2: 117,402 shares; 2025Q3: 116,695 shares; 2025Q4: 137,330 shares 137,330 $3.49M 0.19% +20,635 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,960 shares; 2024Q4: 304,860 shares; 2025Q1: 400,710 shares; 2025Q2: 346,710 shares; 2025Q3: 346,710 shares; 2025Q4: 302,360 shares 302,360 $3.45M 0.19% -44,350 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: 10,354 shares; 2024Q4: 10,837 shares; 2025Q1: 10,321 shares; 2025Q2: 10,514 shares; 2025Q3: 10,229 shares; 2025Q4: 10,558 shares 10,558 $3.42M 0.18% +329 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,213 shares; 2024Q4: 18,822 shares; 2025Q1: 16,049 shares; 2025Q2: 18,615 shares; 2025Q3: 18,958 shares; 2025Q4: 18,425 shares 18,425 $3.42M 0.18% -533 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 5,177 shares; 2025Q1: 5,193 shares; 2025Q2: 5,240 shares; 2025Q3: 3,857 shares; 2025Q4: 3,767 shares 3,767 $3.25M 0.18% -90 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,090 shares; 2024Q4: 136,727 shares; 2025Q1: 125,504 shares; 2025Q2: 128,438 shares; 2025Q3: 131,623 shares; 2025Q4: 109,838 shares 109,838 $3.25M 0.17% -21,785 Timeline QGRO 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: 40,481 shares; 2024Q4: 34,643 shares; 2025Q1: 32,267 shares; 2025Q2: 30,342 shares; 2025Q3: 29,242 shares; 2025Q4: 28,340 shares 28,340 $3.25M 0.17% -902 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: 7,277 shares; 2024Q4: 7,215 shares; 2025Q1: 7,217 shares; 2025Q2: 7,217 shares; 2025Q3: 6,924 shares; 2025Q4: 6,577 shares 6,577 $3.18M 0.17% -347 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: 2,582 shares; 2024Q4: 2,589 shares; 2025Q1: 2,439 shares; 2025Q2: 2,722 shares; 2025Q3: 2,218 shares; 2025Q4: 5,055 shares 5,055 $3.17M 0.17% +2,837 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: 37,959 shares; 2024Q4: 42,085 shares; 2025Q1: 35,245 shares; 2025Q2: 35,090 shares; 2025Q3: 35,152 shares; 2025Q4: 37,107 shares 37,107 $3.14M 0.17% +1,955 Timeline IBMQ ISHARES TR More: 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: 88,370 shares; 2025Q1: 107,767 shares; 2025Q2: 97,284 shares; 2025Q3: 96,764 shares; 2025Q4: 121,517 shares 121,517 $3.11M 0.17% +24,753 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: 41,017 shares; 2024Q4: 35,535 shares; 2025Q1: 37,338 shares; 2025Q2: 35,111 shares; 2025Q3: 33,856 shares; 2025Q4: 32,791 shares 32,791 $3.09M 0.17% -1,065 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: not reported; 2024Q4: not reported; 2025Q1: 12,723 shares; 2025Q2: 24,252 shares; 2025Q3: 25,619 shares; 2025Q4: 25,775 shares 25,775 $3.08M 0.17% +156 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 11,148 shares; 2025Q1: 15,373 shares; 2025Q2: 28,202 shares; 2025Q3: 15,032 shares; 2025Q4: 13,121 shares 13,121 $2.99M 0.16% -1,911 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: 3,769 shares; 2024Q4: 3,768 shares; 2025Q1: 3,777 shares; 2025Q2: 3,758 shares; 2025Q3: 3,555 shares; 2025Q4: 3,325 shares 3,325 $2.92M 0.16% -230 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: 36,444 shares; 2024Q4: 39,223 shares; 2025Q1: 75,450 shares; 2025Q2: 74,467 shares; 2025Q3: 74,295 shares; 2025Q4: 61,017 shares 61,017 $2.86M 0.15% -13,278 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,260 shares; 2025Q1: 1,999 shares; 2025Q2: 2,123 shares; 2025Q3: 2,096 shares; 2025Q4: 2,135 shares 2,135 $2.84M 0.15% +39 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,842 shares; 2025Q1: 1,913 shares; 2025Q2: 1,783 shares; 2025Q3: 1,794 shares; 2025Q4: 29,940 shares 29,940 $2.81M 0.15% +28,146 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,444 shares; 2024Q4: 118,444 shares; 2025Q1: 118,444 shares; 2025Q2: 118,444 shares; 2025Q3: 118,444 shares; 2025Q4: 118,444 shares 118,444 $2.76M 0.15% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,185 shares; 2024Q4: 11,958 shares; 2025Q1: 10,661 shares; 2025Q2: 10,644 shares; 2025Q3: 10,601 shares; 2025Q4: 9,672 shares 9,672 $2.66M 0.14% -929 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: 4,517 shares; 2024Q4: 4,433 shares; 2025Q1: 9,440 shares; 2025Q2: 9,770 shares; 2025Q3: 9,771 shares; 2025Q4: 12,375 shares 12,375 $2.6M 0.14% +2,604 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,920 shares; 2024Q4: 6,030 shares; 2025Q1: 4,616 shares; 2025Q2: 4,923 shares; 2025Q3: 4,509 shares; 2025Q4: 4,956 shares 4,956 $2.59M 0.14% +447 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,543 shares; 2024Q4: 42,857 shares; 2025Q1: 41,340 shares; 2025Q2: 41,540 shares; 2025Q3: 37,157 shares; 2025Q4: 37,739 shares 37,739 $2.58M 0.14% +582 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,254 shares; 2025Q1: 1,249 shares; 2025Q2: 3,860 shares; 2025Q3: 7,371 shares; 2025Q4: 8,083 shares 8,083 $2.57M 0.14% +712 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: 22,752 shares; 2024Q4: 24,602 shares; 2025Q1: 27,275 shares; 2025Q2: 28,350 shares; 2025Q3: 27,924 shares; 2025Q4: 28,718 shares 28,718 $2.57M 0.14% +794 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: 153,109 shares; 2024Q4: 135,835 shares; 2025Q1: 141,687 shares; 2025Q2: 146,694 shares; 2025Q3: 146,978 shares; 2025Q4: 101,164 shares 101,164 $2.52M 0.14% -45,814 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,858 shares; 2024Q4: 14,654 shares; 2025Q1: 15,311 shares; 2025Q2: 15,101 shares; 2025Q3: 11,799 shares; 2025Q4: 11,819 shares 11,819 $2.5M 0.14% +20 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: 7,412 shares; 2024Q4: 15,086 shares; 2025Q1: 13,726 shares; 2025Q2: 16,038 shares; 2025Q3: 15,934 shares; 2025Q4: 13,548 shares 13,548 $2.5M 0.13% -2,386 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,882 shares; 2024Q4: 18,416 shares; 2025Q1: 11,869 shares; 2025Q2: 12,495 shares; 2025Q3: 12,644 shares; 2025Q4: 14,149 shares 14,149 $2.48M 0.13% +1,505 Timeline ACIO 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: 56,713 shares 56,713 $2.48M 0.13% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,087 shares; 2024Q4: 35,086 shares; 2025Q1: 35,089 shares; 2025Q2: 34,227 shares; 2025Q3: 34,228 shares; 2025Q4: 29,850 shares 29,850 $2.48M 0.13% -4,378 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: 23,088 shares; 2024Q4: 21,256 shares; 2025Q1: 24,236 shares; 2025Q2: 23,449 shares; 2025Q3: 25,160 shares; 2025Q4: 24,615 shares 24,615 $2.46M 0.13% -545 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,869 shares; 2024Q4: 25,927 shares; 2025Q1: 38,317 shares; 2025Q2: 39,265 shares; 2025Q3: 39,144 shares; 2025Q4: 38,732 shares 38,732 $2.42M 0.13% -412 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: 12,720 shares; 2024Q4: 12,511 shares; 2025Q1: 12,419 shares; 2025Q2: 10,540 shares; 2025Q3: 10,498 shares; 2025Q4: 12,073 shares 12,073 $2.41M 0.13% +1,575 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: 50,948 shares; 2024Q4: 47,760 shares; 2025Q1: 45,945 shares; 2025Q2: 45,680 shares; 2025Q3: 45,226 shares; 2025Q4: 44,686 shares 44,686 $2.4M 0.13% -540 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: 80,133 shares 80,133 $2.28M 0.12% new 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: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.12% 0 Timeline IYF ISHARES TR More: 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: 6,585 shares; 2025Q3: 6,995 shares; 2025Q4: 17,451 shares 17,451 $2.25M 0.12% +10,456 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: 18,011 shares; 2024Q4: 14,721 shares; 2025Q1: 14,348 shares; 2025Q2: 27,297 shares; 2025Q3: 31,076 shares; 2025Q4: 29,041 shares 29,041 $2.24M 0.12% -2,035 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,716 shares 114,716 $2.23M 0.12% new Timeline QTEC 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: 12,205 shares; 2024Q4: 10,672 shares; 2025Q1: 10,818 shares; 2025Q2: 10,262 shares; 2025Q3: 9,935 shares; 2025Q4: 9,697 shares 9,697 $2.23M 0.12% -238 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,017 shares; 2025Q1: 1,020 shares; 2025Q2: 1,000 shares; 2025Q3: 6,853 shares; 2025Q4: 6,349 shares 6,349 $2.23M 0.12% -504 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: 10,908 shares; 2024Q4: 10,909 shares; 2025Q1: 10,739 shares; 2025Q2: 10,738 shares; 2025Q3: 13,796 shares; 2025Q4: 30,079 shares 30,079 $2.23M 0.12% +16,283 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: 19,769 shares; 2024Q4: 19,662 shares; 2025Q1: 19,761 shares; 2025Q2: 19,929 shares; 2025Q3: 14,655 shares; 2025Q4: 14,242 shares 14,242 $2.17M 0.12% -413 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: 11,214 shares; 2024Q4: 11,240 shares; 2025Q1: 12,699 shares; 2025Q2: 14,477 shares; 2025Q3: 14,463 shares; 2025Q4: 14,192 shares 14,192 $2.11M 0.11% -271 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: 2,578 shares; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 2,126 shares; 2025Q3: 2,125 shares; 2025Q4: 7,279 shares 7,279 $2.08M 0.11% +5,154 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 22,062 shares; 2025Q4: 22,062 shares 22,062 $2.08M 0.11% 0 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: 64,012 shares; 2024Q4: 68,349 shares; 2025Q1: 77,985 shares; 2025Q2: 87,388 shares; 2025Q3: 86,524 shares; 2025Q4: 90,073 shares 90,073 $2.07M 0.11% +3,549 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: 14,675 shares; 2024Q4: 15,040 shares; 2025Q1: 14,015 shares; 2025Q2: 13,946 shares; 2025Q3: 14,108 shares; 2025Q4: 14,324 shares 14,324 $2.06M 0.11% +216 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,482 shares 84,482 $2.03M 0.11% new 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: 2,661 shares; 2024Q4: 2,271 shares; 2025Q1: 882 shares; 2025Q2: 939 shares; 2025Q3: 938 shares; 2025Q4: 5,246 shares 5,246 $1.96M 0.11% +4,308 Timeline JMUB 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: 38,203 shares 38,203 $1.93M 0.1% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,630 shares; 2025Q1: 1,626 shares; 2025Q2: 1,617 shares; 2025Q3: 1,217 shares; 2025Q4: 11,655 shares 11,655 $1.89M 0.1% +10,438 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: 23,675 shares; 2024Q4: 23,684 shares; 2025Q1: 25,028 shares; 2025Q2: 3,249 shares; 2025Q3: 8,877 shares; 2025Q4: 8,750 shares 8,750 $1.87M 0.1% -127 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,222 shares; 2024Q4: 55,808 shares; 2025Q1: 73,232 shares; 2025Q2: 75,374 shares; 2025Q3: 80,268 shares; 2025Q4: 82,105 shares 82,105 $1.86M 0.1% +1,837 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: 8,295 shares; 2024Q4: 10,663 shares; 2025Q1: 10,891 shares; 2025Q2: 16,411 shares; 2025Q3: 17,913 shares; 2025Q4: 18,144 shares 18,144 $1.84M 0.1% +231 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,592 shares; 2025Q1: 1,318 shares; 2025Q2: 3,618 shares; 2025Q3: 3,632 shares; 2025Q4: 3,930 shares 3,930 $1.84M 0.1% +298 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: 44,206 shares; 2024Q4: 41,899 shares; 2025Q1: 37,812 shares; 2025Q2: 40,501 shares; 2025Q3: 41,979 shares; 2025Q4: 25,322 shares 25,322 $1.81M 0.1% -16,657 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,277 shares; 2024Q4: 51,624 shares; 2025Q1: 42,582 shares; 2025Q2: 47,722 shares; 2025Q3: 52,065 shares; 2025Q4: 48,588 shares 48,588 $1.8M 0.1% -3,477 Timeline FXR 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: 28,367 shares; 2024Q4: 24,474 shares; 2025Q1: 25,667 shares; 2025Q2: 23,852 shares; 2025Q3: 23,003 shares; 2025Q4: 22,410 shares 22,410 $1.79M 0.1% -593 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,425 shares; 2024Q4: 8,579 shares; 2025Q1: 8,217 shares; 2025Q2: 8,207 shares; 2025Q3: 7,846 shares; 2025Q4: 7,663 shares 7,663 $1.75M 0.09% -183 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,409 shares; 2024Q4: 63,409 shares; 2025Q1: 108,322 shares; 2025Q2: 108,322 shares; 2025Q3: 117,865 shares; 2025Q4: 138,145 shares 138,145 $1.73M 0.09% +20,280 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: 2,830 shares; 2024Q4: 3,280 shares; 2025Q1: 3,643 shares; 2025Q2: 3,654 shares; 2025Q3: 3,668 shares; 2025Q4: 3,446 shares 3,446 $1.73M 0.09% -222 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,948 shares; 2024Q4: 8,488 shares; 2025Q1: 7,289 shares; 2025Q2: 6,842 shares; 2025Q3: 6,579 shares; 2025Q4: 6,402 shares 6,402 $1.72M 0.09% -177 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,272 shares; 2025Q1: 32,766 shares; 2025Q2: 30,308 shares; 2025Q3: 29,337 shares; 2025Q4: 28,515 shares 28,515 $1.72M 0.09% -822 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,854 shares; 2024Q4: 17,041 shares; 2025Q1: 20,537 shares; 2025Q2: 21,438 shares; 2025Q3: 21,921 shares; 2025Q4: 22,809 shares 22,809 $1.71M 0.09% +888 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,897 shares; 2025Q1: 3,252 shares; 2025Q2: 3,104 shares; 2025Q3: 2,998 shares; 2025Q4: 2,527 shares 2,527 $1.7M 0.09% -471 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,689 shares 58,689 $1.69M 0.09% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,525 shares; 2024Q4: 28,092 shares; 2025Q1: 26,832 shares; 2025Q2: 26,697 shares; 2025Q3: 48,645 shares; 2025Q4: 48,585 shares 48,585 $1.69M 0.09% -60 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: 10,322 shares; 2024Q4: 10,604 shares; 2025Q1: 10,924 shares; 2025Q2: 5,495 shares; 2025Q3: 5,540 shares; 2025Q4: 5,690 shares 5,690 $1.65M 0.09% +150 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: 26,711 shares; 2024Q4: 16,858 shares; 2025Q1: 17,236 shares; 2025Q2: 16,561 shares; 2025Q3: 14,419 shares; 2025Q4: 44,725 shares 44,725 $1.65M 0.09% +30,306 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: 29,100 shares; 2024Q4: 28,959 shares; 2025Q1: 28,173 shares; 2025Q2: 28,394 shares; 2025Q3: 28,344 shares; 2025Q4: 29,897 shares 29,897 $1.64M 0.09% +1,553 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: 98,439 shares; 2024Q4: 98,439 shares; 2025Q1: 98,439 shares; 2025Q2: 98,439 shares; 2025Q3: 98,439 shares; 2025Q4: 85,972 shares 85,972 $1.63M 0.09% -12,467 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: 66,870 shares; 2024Q4: 70,069 shares; 2025Q1: 41,199 shares; 2025Q2: 42,531 shares; 2025Q3: 43,273 shares; 2025Q4: 23,902 shares 23,902 $1.59M 0.09% -19,371 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: not reported; 2024Q4: not reported; 2025Q1: 15,494 shares; 2025Q2: 16,816 shares; 2025Q3: 18,428 shares; 2025Q4: 20,876 shares 20,876 $1.56M 0.08% +2,448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,630 shares; 2025Q4: 9,605 shares 9,605 $1.55M 0.08% +1,975 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: 18,310 shares; 2024Q4: 18,186 shares; 2025Q1: 18,186 shares; 2025Q2: 18,287 shares; 2025Q3: 14,147 shares; 2025Q4: 26,937 shares 26,937 $1.54M 0.08% +12,790 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,730 shares; 2025Q1: 2,741 shares; 2025Q2: 2,741 shares; 2025Q3: 2,739 shares; 2025Q4: 2,740 shares 2,740 $1.51M 0.08% +1 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: 5,066 shares; 2024Q4: 5,066 shares; 2025Q1: 5,275 shares; 2025Q2: 5,205 shares; 2025Q3: 5,263 shares; 2025Q4: 10,497 shares 10,497 $1.51M 0.08% +5,234 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: 28,842 shares; 2024Q4: 30,115 shares; 2025Q1: 27,327 shares; 2025Q2: 5,901 shares; 2025Q3: 5,720 shares; 2025Q4: 4,559 shares 4,559 $1.5M 0.08% -1,161 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: 12,471 shares; 2024Q4: 10,962 shares; 2025Q1: 10,105 shares; 2025Q2: 15,382 shares; 2025Q3: 15,369 shares; 2025Q4: 15,697 shares 15,697 $1.46M 0.08% +328 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,356 shares; 2025Q3: 33,097 shares; 2025Q4: 32,157 shares 32,157 $1.45M 0.08% -940 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 15,452 shares; 2025Q1: 15,546 shares; 2025Q2: 16,416 shares; 2025Q3: 15,096 shares; 2025Q4: 15,031 shares 15,031 $1.42M 0.08% -65 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,846 shares; 2024Q4: 28,105 shares; 2025Q1: 26,005 shares; 2025Q2: 25,327 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares 25,500 $1.4M 0.08% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,728 shares; 2024Q4: 26,235 shares; 2025Q1: 18,399 shares; 2025Q2: 18,399 shares; 2025Q3: 18,399 shares; 2025Q4: 18,399 shares 18,399 $1.39M 0.07% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,427 shares; 2024Q4: 16,343 shares; 2025Q1: 16,401 shares; 2025Q2: 16,362 shares; 2025Q3: 15,596 shares; 2025Q4: 14,793 shares 14,793 $1.36M 0.07% -803 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,562 shares; 2024Q4: 15,153 shares; 2025Q1: 17,954 shares; 2025Q2: 18,499 shares; 2025Q3: 18,836 shares; 2025Q4: 51,398 shares 51,398 $1.36M 0.07% +32,562 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: 3,076 shares; 2024Q4: 3,086 shares; 2025Q1: 3,660 shares; 2025Q2: 3,665 shares; 2025Q3: 3,649 shares; 2025Q4: 4,391 shares 4,391 $1.35M 0.07% +742 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: 26,645 shares; 2024Q4: 29,535 shares; 2025Q1: 28,584 shares; 2025Q2: 28,380 shares; 2025Q3: 27,942 shares; 2025Q4: 27,721 shares 27,721 $1.32M 0.07% -221 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,532 shares; 2025Q3: 4,405 shares; 2025Q4: 5,102 shares 5,102 $1.31M 0.07% +697 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: 13,625 shares; 2024Q4: 13,519 shares; 2025Q1: 13,767 shares; 2025Q2: 14,089 shares; 2025Q3: 14,279 shares; 2025Q4: 13,978 shares 13,978 $1.3M 0.07% -301 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,779 shares; 2025Q1: 4,758 shares; 2025Q2: 4,738 shares; 2025Q3: 4,697 shares; 2025Q4: 8,054 shares 8,054 $1.29M 0.07% +3,357 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,647 shares; 2025Q1: 2,552 shares; 2025Q2: 4,050 shares; 2025Q3: 4,171 shares; 2025Q4: 4,156 shares 4,156 $1.26M 0.07% -15 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 5,264 shares; 2025Q1: 5,181 shares; 2025Q2: 5,142 shares; 2025Q3: 5,094 shares; 2025Q4: 5,177 shares 5,177 $1.25M 0.07% +83 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,926 shares; 2024Q4: 12,906 shares; 2025Q1: 12,861 shares; 2025Q2: 12,769 shares; 2025Q3: 11,003 shares; 2025Q4: 11,011 shares 11,011 $1.25M 0.07% +8 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,208 shares; 2024Q4: 12,208 shares; 2025Q1: 14,235 shares; 2025Q2: 15,598 shares; 2025Q3: 15,598 shares; 2025Q4: 15,557 shares 15,557 $1.24M 0.07% -41 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: 25,205 shares; 2024Q4: 10,730 shares; 2025Q1: 10,605 shares; 2025Q2: 9,492 shares; 2025Q3: 10,158 shares; 2025Q4: 13,554 shares 13,554 $1.24M 0.07% +3,396 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,833 shares; 2024Q4: 11,619 shares; 2025Q1: 11,327 shares; 2025Q2: 11,210 shares; 2025Q3: 11,384 shares; 2025Q4: 12,864 shares 12,864 $1.24M 0.07% +1,480 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: 3,502 shares; 2024Q4: 3,479 shares; 2025Q1: 7,391 shares; 2025Q2: 3,894 shares; 2025Q3: 3,729 shares; 2025Q4: 3,561 shares 3,561 $1.22M 0.07% -168 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: 7,478 shares; 2024Q4: 7,405 shares; 2025Q1: 9,984 shares; 2025Q2: 9,986 shares; 2025Q3: 9,758 shares; 2025Q4: 10,330 shares 10,330 $1.21M 0.06% +572 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: 6,262 shares; 2024Q4: 6,299 shares; 2025Q1: 4,726 shares; 2025Q2: 4,866 shares; 2025Q3: 2,060 shares; 2025Q4: 2,053 shares 2,053 $1.19M 0.06% -7 Timeline IYG ISHARES TR More: 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: 12,760 shares 12,760 $1.18M 0.06% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,186 shares; 2025Q2: 21,060 shares; 2025Q3: 20,926 shares; 2025Q4: 20,312 shares 20,312 $1.18M 0.06% -614 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,954 shares; 2025Q4: 5,427 shares 5,427 $1.17M 0.06% +3,473 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 4,888 shares; 2025Q1: 4,877 shares; 2025Q2: 4,883 shares; 2025Q3: 4,748 shares; 2025Q4: 4,751 shares 4,751 $1.15M 0.06% +3 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,892 shares; 2025Q1: 2,881 shares; 2025Q2: 2,980 shares; 2025Q3: 2,984 shares; 2025Q4: 2,763 shares 2,763 $1.14M 0.06% -221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,907 shares 3,907 $1.12M 0.06% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,704 shares; 2025Q1: 3,730 shares; 2025Q2: 3,734 shares; 2025Q3: 3,630 shares; 2025Q4: 3,692 shares 3,692 $1.11M 0.06% +62 Timeline PIZ 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: 26,597 shares; 2024Q4: 24,261 shares; 2025Q1: 24,247 shares; 2025Q2: 23,535 shares; 2025Q3: 23,081 shares; 2025Q4: 22,543 shares 22,543 $1.1M 0.06% -538 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,681 shares; 2024Q4: 14,681 shares; 2025Q1: 14,810 shares; 2025Q2: 14,739 shares; 2025Q3: 14,617 shares; 2025Q4: 14,617 shares 14,617 $1.07M 0.06% 0 Timeline IBMR ISHARES TR More: 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: 42,049 shares 42,049 $1.07M 0.06% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 3,778 shares; 2025Q1: 3,779 shares; 2025Q2: 3,891 shares; 2025Q3: 3,691 shares; 2025Q4: 3,691 shares 3,691 $1.07M 0.06% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 2,264 shares; 2025Q1: not reported; 2025Q2: 10,076 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares 9,800 $1.05M 0.06% 0 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: 38,673 shares; 2024Q4: 37,370 shares; 2025Q1: 5,994 shares; 2025Q2: 6,153 shares; 2025Q3: 5,493 shares; 2025Q4: 5,362 shares 5,362 $1.05M 0.06% -131 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,943 shares; 2024Q4: 54,649 shares; 2025Q1: 54,407 shares; 2025Q2: 54,968 shares; 2025Q3: 52,519 shares; 2025Q4: 39,268 shares 39,268 $1.03M 0.06% -13,251 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,600 shares; 2025Q2: 26,600 shares; 2025Q3: 26,600 shares; 2025Q4: 26,600 shares 26,600 $1.02M 0.06% 0 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: 9,322 shares; 2024Q4: 8,774 shares; 2025Q1: 8,896 shares; 2025Q2: 9,664 shares; 2025Q3: 10,285 shares; 2025Q4: 10,618 shares 10,618 $1.02M 0.06% +333 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,572 shares; 2025Q1: 2,536 shares; 2025Q2: 2,636 shares; 2025Q3: 2,610 shares; 2025Q4: 2,605 shares 2,605 $1.01M 0.05% -5 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: 14,671 shares; 2024Q4: 14,671 shares; 2025Q1: 15,594 shares; 2025Q2: 14,671 shares; 2025Q3: 14,598 shares; 2025Q4: 14,598 shares 14,598 $1.01M 0.05% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,001 shares; 2024Q4: 44,001 shares; 2025Q1: 44,001 shares; 2025Q2: 44,001 shares; 2025Q3: 41,854 shares; 2025Q4: 41,854 shares 41,854 $1.01M 0.05% 0 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: 6,680 shares; 2024Q4: 6,686 shares; 2025Q1: 6,670 shares; 2025Q2: 6,645 shares; 2025Q3: 6,609 shares; 2025Q4: 6,291 shares 6,291 $1.01M 0.05% -318 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,841 shares; 2024Q4: 46,841 shares; 2025Q1: 46,841 shares; 2025Q2: 46,841 shares; 2025Q3: 46,841 shares; 2025Q4: 46,841 shares 46,841 $986K 0.05% 0 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: 35,595 shares; 2024Q4: 31,951 shares; 2025Q1: 12,241 shares; 2025Q2: 12,178 shares; 2025Q3: 12,171 shares; 2025Q4: 12,159 shares 12,159 $961K 0.05% -12 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: 446,352 shares; 2024Q4: 31,397 shares; 2025Q1: 25,802 shares; 2025Q2: 24,822 shares; 2025Q3: 21,412 shares; 2025Q4: 21,519 shares 21,519 $954K 0.05% +107 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: 5,843 shares; 2024Q4: 5,843 shares; 2025Q1: 9,239 shares; 2025Q2: 9,471 shares; 2025Q3: 9,542 shares; 2025Q4: 9,855 shares 9,855 $949K 0.05% +313 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: 12,628 shares; 2024Q4: 11,946 shares; 2025Q1: 12,668 shares; 2025Q2: 12,964 shares; 2025Q3: 13,044 shares; 2025Q4: 13,303 shares 13,303 $944K 0.05% +259 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: 12,626 shares; 2024Q4: 12,626 shares; 2025Q1: 12,634 shares; 2025Q2: 10,779 shares; 2025Q3: 10,762 shares; 2025Q4: 10,551 shares 10,551 $924K 0.05% -211 Timeline CZFS CITIZENS FINL SVCS INC More: the full row for CITIZENS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,185 shares 16,185 $923K 0.05% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 36,801 shares 36,801 $913K 0.05% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,177 shares; 2024Q4: 15,382 shares; 2025Q1: 14,999 shares; 2025Q2: 15,103 shares; 2025Q3: 15,207 shares; 2025Q4: 15,142 shares 15,142 $898K 0.05% -65 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: 9,041 shares; 2024Q4: 9,766 shares; 2025Q1: 7,470 shares; 2025Q2: 8,512 shares; 2025Q3: 8,659 shares; 2025Q4: 9,402 shares 9,402 $895K 0.05% +743 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: 7,420 shares; 2024Q4: 7,444 shares; 2025Q1: 7,490 shares; 2025Q2: 7,663 shares; 2025Q3: 7,690 shares; 2025Q4: 6,335 shares 6,335 $894K 0.05% -1,355 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,160 shares; 2024Q4: 143,313 shares; 2025Q1: 67,142 shares; 2025Q2: 70,300 shares; 2025Q3: 70,000 shares; 2025Q4: 70,000 shares 70,000 $893K 0.05% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,372 shares; 2025Q2: 14,187 shares; 2025Q3: 14,808 shares; 2025Q4: 15,747 shares 15,747 $893K 0.05% +939 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS 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: 45,852 shares; 2025Q3: 45,852 shares; 2025Q4: 41,852 shares 41,852 $887K 0.05% -4,000 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,345 shares; 2025Q2: 33,023 shares; 2025Q3: 34,655 shares; 2025Q4: 34,022 shares 34,022 $885K 0.05% -633 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,913 shares; 2024Q4: 171,595 shares; 2025Q1: 182,154 shares; 2025Q2: 19,065 shares; 2025Q3: 19,351 shares; 2025Q4: 17,311 shares 17,311 $852K 0.05% -2,040 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: 2,332 shares; 2024Q4: 2,332 shares; 2025Q1: 2,341 shares; 2025Q2: 2,341 shares; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares 2,341 $843K 0.05% 0 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: 6,747 shares; 2024Q4: 6,616 shares; 2025Q1: 6,731 shares; 2025Q2: 7,068 shares; 2025Q3: 6,784 shares; 2025Q4: 5,238 shares 5,238 $840K 0.05% -1,546 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: 8,348 shares; 2024Q4: 8,007 shares; 2025Q1: 8,798 shares; 2025Q2: 7,640 shares; 2025Q3: 6,686 shares; 2025Q4: 7,291 shares 7,291 $829K 0.04% +605 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: 45,109 shares; 2024Q4: 40,886 shares; 2025Q1: 30,175 shares; 2025Q2: 24,745 shares; 2025Q3: 35,095 shares; 2025Q4: 33,304 shares 33,304 $827K 0.04% -1,791 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 7,891 shares; 2025Q1: 7,771 shares; 2025Q2: 7,962 shares; 2025Q3: 7,817 shares; 2025Q4: 1,674 shares 1,674 $821K 0.04% -6,143 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 10,153 shares; 2025Q1: 10,153 shares; 2025Q2: 10,153 shares; 2025Q3: 10,153 shares; 2025Q4: 10,153 shares 10,153 $807K 0.04% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 519 shares; 2025Q1: 522 shares; 2025Q2: 509 shares; 2025Q3: 477 shares; 2025Q4: 477 shares 477 $806K 0.04% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,439 shares; 2024Q4: 47,199 shares; 2025Q1: 5,353 shares; 2025Q2: 5,453 shares; 2025Q3: 5,429 shares; 2025Q4: 5,206 shares 5,206 $805K 0.04% -223 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: 3,196 shares; 2024Q4: 3,197 shares; 2025Q1: 3,196 shares; 2025Q2: 3,195 shares; 2025Q3: 3,260 shares; 2025Q4: 3,263 shares 3,263 $804K 0.04% +3 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,612 shares 15,612 $795K 0.04% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,626 shares 21,626 $787K 0.04% new 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: not reported; 2024Q4: 2,013 shares; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 2,087 shares; 2025Q4: 2,220 shares 2,220 $784K 0.04% +133 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: 954 shares; 2024Q4: 952 shares; 2025Q1: 951 shares; 2025Q2: 941 shares; 2025Q3: 954 shares; 2025Q4: 954 shares 954 $783K 0.04% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,248 shares; 2025Q4: 27,659 shares 27,659 $776K 0.04% +17,411 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,838 shares; 2025Q2: 8,394 shares; 2025Q3: 8,369 shares; 2025Q4: 8,351 shares 8,351 $774K 0.04% -18 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,520 shares; 2025Q2: 8,151 shares; 2025Q3: 8,558 shares; 2025Q4: 8,279 shares 8,279 $765K 0.04% -279 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: 33,901 shares; 2024Q4: 34,170 shares; 2025Q1: 26,847 shares; 2025Q2: 26,897 shares; 2025Q3: 28,011 shares; 2025Q4: 23,088 shares 23,088 $759K 0.04% -4,923 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: 85,250 shares; 2024Q4: 86,444 shares; 2025Q1: 85,536 shares; 2025Q2: 10,501 shares; 2025Q3: 10,422 shares; 2025Q4: 10,290 shares 10,290 $756K 0.04% -132 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,479 shares; 2025Q2: 17,529 shares; 2025Q3: 18,400 shares; 2025Q4: 16,561 shares 16,561 $755K 0.04% -1,839 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: 19,120 shares; 2024Q4: 14,828 shares; 2025Q1: 15,182 shares; 2025Q2: 15,596 shares; 2025Q3: 15,796 shares; 2025Q4: 3,795 shares 3,795 $754K 0.04% -12,001 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,464 shares; 2024Q4: 11,469 shares; 2025Q1: 13,168 shares; 2025Q2: 14,651 shares; 2025Q3: 15,046 shares; 2025Q4: 16,212 shares 16,212 $740K 0.04% +1,166 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,478 shares; 2025Q1: 33,203 shares; 2025Q2: 33,953 shares; 2025Q3: 29,790 shares; 2025Q4: 29,996 shares 29,996 $731K 0.04% +206 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,894 shares; 2024Q4: 38,308 shares; 2025Q1: 38,308 shares; 2025Q2: 38,308 shares; 2025Q3: 38,308 shares; 2025Q4: 38,308 shares 38,308 $726K 0.04% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,430 shares; 2025Q1: 12,569 shares; 2025Q2: 13,472 shares; 2025Q3: 17,057 shares; 2025Q4: 18,466 shares 18,466 $715K 0.04% +1,409 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,246 shares; 2025Q3: 6,246 shares; 2025Q4: 6,246 shares 6,246 $710K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,451 shares; 2025Q1: 7,342 shares; 2025Q2: 7,376 shares; 2025Q3: 7,355 shares; 2025Q4: 7,353 shares 7,353 $706K 0.04% -2 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: 6,522 shares; 2024Q4: 6,541 shares; 2025Q1: 6,550 shares; 2025Q2: 6,514 shares; 2025Q3: 7,844 shares; 2025Q4: 8,095 shares 8,095 $706K 0.04% +251 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: 20,866 shares; 2024Q4: 20,405 shares; 2025Q1: 17,275 shares; 2025Q2: 15,208 shares; 2025Q3: 14,888 shares; 2025Q4: 2,620 shares 2,620 $694K 0.04% -12,268 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,406 shares; 2024Q4: 12,386 shares; 2025Q1: 12,353 shares; 2025Q2: 11,613 shares; 2025Q3: 11,310 shares; 2025Q4: 11,340 shares 11,340 $682K 0.04% +30 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: not reported; 2025Q2: 4,343 shares; 2025Q3: 4,510 shares; 2025Q4: 5,901 shares 5,901 $667K 0.04% +1,391 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: 7,112 shares; 2024Q4: 7,548 shares; 2025Q1: 7,764 shares; 2025Q2: 2,095 shares; 2025Q3: 1,881 shares; 2025Q4: 1,871 shares 1,871 $655K 0.04% -10 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: 10,277 shares; 2024Q4: 10,277 shares; 2025Q1: 10,277 shares; 2025Q2: 10,277 shares; 2025Q3: 10,277 shares; 2025Q4: 9,641 shares 9,641 $652K 0.04% -636 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,404 shares; 2025Q1: 4,421 shares; 2025Q2: 4,407 shares; 2025Q3: 110,494 shares; 2025Q4: 7,972 shares 7,972 $644K 0.03% -102,522 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: 2,987 shares; 2024Q4: 7,472 shares; 2025Q1: 2,676 shares; 2025Q2: 2,588 shares; 2025Q3: 2,566 shares; 2025Q4: 2,556 shares 2,556 $640K 0.03% -10 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: 928 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,118 shares 1,118 $638K 0.03% -10 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,683 shares 12,683 $630K 0.03% new 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: 10,891 shares; 2024Q4: 11,084 shares; 2025Q1: 4,449 shares; 2025Q2: 4,034 shares; 2025Q3: 4,152 shares; 2025Q4: 5,226 shares 5,226 $628K 0.03% +1,074 Timeline TETH 21SHARES ETHEREUM STAKING ET More: the full row for 21SHARES ETHEREUM STAKING ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,938 shares; 2025Q4: 41,823 shares 41,823 $620K 0.03% -28,115 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 4,725 shares; 2025Q1: 4,620 shares; 2025Q2: 4,593 shares; 2025Q3: 4,481 shares; 2025Q4: 4,491 shares 4,491 $619K 0.03% +10 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,472 shares; 2025Q1: 2,566 shares; 2025Q2: 2,459 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares 2,484 $611K 0.03% 0 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: 723 shares; 2024Q4: 723 shares; 2025Q1: 713 shares; 2025Q2: 717 shares; 2025Q3: 718 shares; 2025Q4: 1,190 shares 1,190 $608K 0.03% +472 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,034 shares; 2025Q3: 2,037 shares; 2025Q4: 3,538 shares 3,538 $606K 0.03% +1,501 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: 2,087 shares; 2024Q4: 2,090 shares; 2025Q1: 2,092 shares; 2025Q2: 2,187 shares; 2025Q3: 2,125 shares; 2025Q4: 2,217 shares 2,217 $605K 0.03% +92 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: 3,161 shares; 2024Q4: 4,258 shares; 2025Q1: 4,316 shares; 2025Q2: 3,513 shares; 2025Q3: 3,498 shares; 2025Q4: 3,505 shares 3,505 $600K 0.03% +7 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,563 shares; 2024Q4: 12,586 shares; 2025Q1: 9,616 shares; 2025Q2: 8,380 shares; 2025Q3: 8,253 shares; 2025Q4: 7,052 shares 7,052 $594K 0.03% -1,201 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: 835 shares; 2024Q4: 816 shares; 2025Q1: 808 shares; 2025Q2: 787 shares; 2025Q3: 818 shares; 2025Q4: 893 shares 893 $584K 0.03% +75 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 1,925 shares; 2025Q2: 1,919 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares 1,878 $583K 0.03% 0 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,355 shares; 2025Q2: 36,321 shares; 2025Q3: 38,667 shares; 2025Q4: 19,754 shares 19,754 $575K 0.03% -18,913 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,094 shares; 2024Q4: 3,047 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,594 shares; 2025Q4: 2,595 shares 2,595 $570K 0.03% +1 Timeline PDP 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: 4,924 shares; 2024Q4: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 4,926 shares; 2025Q3: 4,927 shares; 2025Q4: 4,798 shares 4,798 $558K 0.03% -129 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,690 shares; 2025Q1: 5,767 shares; 2025Q2: 5,567 shares; 2025Q3: 6,098 shares; 2025Q4: 6,024 shares 6,024 $557K 0.03% -74 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,176 shares; 2024Q4: 5,184 shares; 2025Q1: 5,189 shares; 2025Q2: 5,196 shares; 2025Q3: 5,202 shares; 2025Q4: 5,210 shares 5,210 $534K 0.03% +8 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,064 shares; 2025Q1: 1,073 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,045 shares 1,045 $534K 0.03% -26 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: 6,310 shares; 2024Q4: 7,597 shares; 2025Q1: 7,759 shares; 2025Q2: 7,722 shares; 2025Q3: 8,002 shares; 2025Q4: 7,673 shares 7,673 $533K 0.03% -329 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,481 shares; 2025Q1: 2,504 shares; 2025Q2: 2,485 shares; 2025Q3: 2,455 shares; 2025Q4: 2,454 shares 2,454 $532K 0.03% -1 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: 5,701 shares; 2024Q4: 5,648 shares; 2025Q1: 5,690 shares; 2025Q2: 5,573 shares; 2025Q3: 4,573 shares; 2025Q4: 4,573 shares 4,573 $531K 0.03% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,427 shares; 2025Q1: 5,105 shares; 2025Q2: 5,763 shares; 2025Q3: 5,757 shares; 2025Q4: 5,750 shares 5,750 $531K 0.03% -7 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 748 shares; 2025Q1: 677 shares; 2025Q2: 676 shares; 2025Q3: 677 shares; 2025Q4: 680 shares 680 $525K 0.03% +3 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: 2,567 shares; 2024Q4: 3,186 shares; 2025Q1: 3,184 shares; 2025Q2: 3,160 shares; 2025Q3: 2,323 shares; 2025Q4: 2,386 shares 2,386 $524K 0.03% +63 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: 5,821 shares; 2024Q4: 6,662 shares; 2025Q1: 6,375 shares; 2025Q2: 6,119 shares; 2025Q3: 5,790 shares; 2025Q4: 11,569 shares 11,569 $517K 0.03% +5,779 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,278 shares; 2024Q4: 8,278 shares; 2025Q1: 8,279 shares; 2025Q2: 8,239 shares; 2025Q3: 8,239 shares; 2025Q4: 7,968 shares 7,968 $501K 0.03% -271 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,132 shares; 2025Q1: 4,125 shares; 2025Q2: 4,616 shares; 2025Q3: 4,543 shares; 2025Q4: 4,541 shares 4,541 $501K 0.03% -2 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: 6,381 shares; 2024Q4: 5,734 shares; 2025Q1: 4,994 shares; 2025Q2: 4,562 shares; 2025Q3: 4,564 shares; 2025Q4: 4,866 shares 4,866 $498K 0.03% +302 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: 9,535 shares; 2024Q4: 9,530 shares; 2025Q1: 9,529 shares; 2025Q2: 8,560 shares; 2025Q3: 8,217 shares; 2025Q4: 9,004 shares 9,004 $486K 0.03% +787 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: 61,514 shares; 2024Q4: 6,643 shares; 2025Q1: 6,816 shares; 2025Q2: 6,514 shares; 2025Q3: 4,947 shares; 2025Q4: 5,155 shares 5,155 $483K 0.03% +208 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: 2,987 shares; 2024Q4: 3,214 shares; 2025Q1: 3,189 shares; 2025Q2: 3,180 shares; 2025Q3: 2,246 shares; 2025Q4: 2,316 shares 2,316 $482K 0.03% +70 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: 9,777 shares; 2024Q4: 9,814 shares; 2025Q1: 9,437 shares; 2025Q2: 9,747 shares; 2025Q3: 9,926 shares; 2025Q4: 9,529 shares 9,529 $482K 0.03% -397 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest 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: 15,792 shares 15,792 $481K 0.03% new Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,651 shares; 2025Q4: 13,651 shares 13,651 $479K 0.03% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,120 shares 19,120 $477K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,389 shares; 2025Q3: 17,389 shares; 2025Q4: 16,079 shares 16,079 $476K 0.03% -1,310 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: 1,560 shares; 2024Q4: 1,564 shares; 2025Q1: 1,578 shares; 2025Q2: 1,568 shares; 2025Q3: 2,314 shares; 2025Q4: 1,514 shares 1,514 $473K 0.03% -800 Timeline JBL JABIL INC More: the full row for JABIL 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: 21,752 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares 2,056 $469K 0.03% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,735 shares; 2024Q4: 12,728 shares; 2025Q1: 12,738 shares; 2025Q2: 12,768 shares; 2025Q3: 12,768 shares; 2025Q4: 12,768 shares 12,768 $463K 0.02% 0 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: 14,541 shares; 2024Q4: 14,601 shares; 2025Q1: 1,778 shares; 2025Q2: 1,686 shares; 2025Q3: 1,671 shares; 2025Q4: 1,773 shares 1,773 $456K 0.02% +102 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,413 shares; 2025Q1: 5,411 shares; 2025Q2: 5,390 shares; 2025Q3: 4,885 shares; 2025Q4: 4,499 shares 4,499 $454K 0.02% -386 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,595 shares; 2025Q1: 1,653 shares; 2025Q2: 1,888 shares; 2025Q3: 1,834 shares; 2025Q4: 2,212 shares 2,212 $449K 0.02% +378 Timeline FXL 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: 2,642 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares 2,642 $445K 0.02% 0 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: 16,890 shares; 2024Q4: 16,765 shares; 2025Q1: 17,538 shares; 2025Q2: 14,333 shares; 2025Q3: 14,333 shares; 2025Q4: 14,306 shares 14,306 $443K 0.02% -27 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: 790 shares; 2024Q4: 790 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317 shares; 2025Q4: 474 shares 474 $443K 0.02% +157 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,316 shares; 2025Q2: 5,847 shares; 2025Q3: 5,947 shares; 2025Q4: 5,757 shares 5,757 $435K 0.02% -190 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,258 shares; 2024Q4: 24,791 shares; 2025Q1: 40,647 shares; 2025Q2: 42,167 shares; 2025Q3: 3,397 shares; 2025Q4: 3,363 shares 3,363 $434K 0.02% -34 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 6,962 shares; 2025Q1: 6,952 shares; 2025Q2: 6,080 shares; 2025Q3: 6,048 shares; 2025Q4: 5,481 shares 5,481 $433K 0.02% -567 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,511 shares; 2025Q4: 1,516 shares 1,516 $429K 0.02% +5 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 3,101 shares; 2025Q1: 3,175 shares; 2025Q2: 3,130 shares; 2025Q3: 3,142 shares; 2025Q4: 3,142 shares 3,142 $429K 0.02% 0 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: 5,615 shares; 2024Q4: 5,632 shares; 2025Q1: 5,120 shares; 2025Q2: 5,229 shares; 2025Q3: 5,243 shares; 2025Q4: 6,140 shares 6,140 $428K 0.02% +897 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 5,831 shares; 2025Q1: 5,777 shares; 2025Q2: 5,550 shares; 2025Q3: 5,613 shares; 2025Q4: 5,536 shares 5,536 $426K 0.02% -77 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 553 shares; 2025Q1: 556 shares; 2025Q2: 563 shares; 2025Q3: 572 shares; 2025Q4: 628 shares 628 $425K 0.02% +56 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,774 shares; 2025Q3: 5,419 shares; 2025Q4: 5,488 shares 5,488 $421K 0.02% +69 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,540 shares; 2024Q4: 16,990 shares; 2025Q1: 25,250 shares; 2025Q2: 14,250 shares; 2025Q3: 22,230 shares; 2025Q4: 22,990 shares 22,990 $420K 0.02% +760 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares 3,143 $420K 0.02% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,546 shares; 2025Q1: 6,546 shares; 2025Q2: 6,546 shares; 2025Q3: 6,546 shares; 2025Q4: 5,014 shares 5,014 $419K 0.02% -1,532 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,854 shares; 2025Q1: 4,289 shares; 2025Q2: 6,937 shares; 2025Q3: 4,045 shares; 2025Q4: 2,742 shares 2,742 $417K 0.02% -1,303 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,790 shares; 2025Q2: 3,667 shares; 2025Q3: 3,839 shares; 2025Q4: 3,758 shares 3,758 $414K 0.02% -81 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,133 shares; 2025Q1: 2,875 shares; 2025Q2: 2,878 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares 2,875 $413K 0.02% 0 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: 7,953 shares; 2024Q4: 8,055 shares; 2025Q1: 6,062 shares; 2025Q2: 6,120 shares; 2025Q3: 6,938 shares; 2025Q4: 7,090 shares 7,090 $412K 0.02% +152 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 983 shares; 2025Q1: 1,359 shares; 2025Q2: 1,396 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares 1,403 $412K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 8,742 shares; 2025Q1: 7,772 shares; 2025Q2: 7,772 shares; 2025Q3: 7,773 shares; 2025Q4: 7,773 shares 7,773 $411K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,596 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares 2,887 $407K 0.02% new 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,119 shares 2,119 $406K 0.02% +15 Timeline FPE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,978 shares 21,978 $400K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,175 shares; 2025Q3: 1,633 shares; 2025Q4: 1,643 shares 1,643 $398K 0.02% +10 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,908 shares; 2025Q1: 11,718 shares; 2025Q2: 21,831 shares; 2025Q3: 23,977 shares; 2025Q4: 24,082 shares 24,082 $397K 0.02% +105 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 4,052 shares; 2025Q1: 4,005 shares; 2025Q2: 3,292 shares; 2025Q3: 2,981 shares; 2025Q4: 2,981 shares 2,981 $396K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 2,040 shares 2,040 $395K 0.02% +174 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: 14,567 shares; 2024Q4: 13,701 shares; 2025Q1: 15,142 shares; 2025Q2: 3,810 shares; 2025Q3: 3,490 shares; 2025Q4: 4,517 shares 4,517 $394K 0.02% +1,027 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,910 shares; 2024Q4: 14,910 shares; 2025Q1: 13,812 shares; 2025Q2: 13,812 shares; 2025Q3: 13,812 shares; 2025Q4: 13,782 shares 13,782 $393K 0.02% -30 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,186 shares; 2025Q1: 2,264 shares; 2025Q2: 2,187 shares; 2025Q3: 2,187 shares; 2025Q4: 2,188 shares 2,188 $390K 0.02% +1 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: 12,813 shares; 2024Q4: 11,712 shares; 2025Q1: 6,999 shares; 2025Q2: 6,827 shares; 2025Q3: 6,906 shares; 2025Q4: 6,892 shares 6,892 $388K 0.02% -14 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: 3,077 shares; 2024Q4: 3,079 shares; 2025Q1: 3,380 shares; 2025Q2: 3,378 shares; 2025Q3: 3,341 shares; 2025Q4: 3,451 shares 3,451 $387K 0.02% +110 Timeline JBBB 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: 13,165 shares; 2024Q4: 14,739 shares; 2025Q1: 14,421 shares; 2025Q2: 14,125 shares; 2025Q3: 13,188 shares; 2025Q4: 8,098 shares 8,098 $386K 0.02% -5,090 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: 8,195 shares; 2024Q4: 8,195 shares; 2025Q1: 8,195 shares; 2025Q2: 8,195 shares; 2025Q3: 8,195 shares; 2025Q4: 8,195 shares 8,195 $384K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,857 shares; 2025Q1: 2,365 shares; 2025Q2: 2,347 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares 2,346 $381K 0.02% 0 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: 21,866 shares; 2024Q4: 21,508 shares; 2025Q1: 21,637 shares; 2025Q2: 16,497 shares; 2025Q3: 15,992 shares; 2025Q4: 16,012 shares 16,012 $378K 0.02% +20 Timeline REGL 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: 4,445 shares; 2024Q4: 4,445 shares; 2025Q1: 4,375 shares; 2025Q2: 4,399 shares; 2025Q3: 4,409 shares; 2025Q4: 4,416 shares 4,416 $372K 0.02% +7 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,807 shares; 2025Q3: 2,829 shares; 2025Q4: 2,295 shares 2,295 $372K 0.02% -534 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,385 shares; 2024Q4: 31,611 shares; 2025Q1: 5,316 shares; 2025Q2: 5,320 shares; 2025Q3: 5,232 shares; 2025Q4: 5,141 shares 5,141 $372K 0.02% -91 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 4,636 shares; 2025Q1: 4,074 shares; 2025Q2: 2,884 shares; 2025Q3: 2,862 shares; 2025Q4: 2,862 shares 2,862 $360K 0.02% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,798 shares; 2025Q1: 4,647 shares; 2025Q2: 5,181 shares; 2025Q3: 5,188 shares; 2025Q4: 5,191 shares 5,191 $360K 0.02% +3 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,289 shares; 2025Q1: 4,293 shares; 2025Q2: 4,214 shares; 2025Q3: 4,124 shares; 2025Q4: 4,034 shares 4,034 $356K 0.02% -90 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $356K 0.02% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,364 shares; 2024Q4: 17,743 shares; 2025Q1: not reported; 2025Q2: 7,743 shares; 2025Q3: 7,743 shares; 2025Q4: 7,743 shares 7,743 $354K 0.02% 0 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,468 shares 11,468 $354K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,251 shares; 2025Q1: 1,266 shares; 2025Q2: 1,246 shares; 2025Q3: 1,051 shares; 2025Q4: 1,028 shares 1,028 $346K 0.02% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 2,235 shares 2,235 $342K 0.02% +1,799 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: 5,896 shares; 2024Q4: 4,349 shares; 2025Q1: 6,795 shares; 2025Q2: 6,377 shares; 2025Q3: 6,358 shares; 2025Q4: 6,228 shares 6,228 $341K 0.02% -130 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,672 shares; 2025Q1: 1,696 shares; 2025Q2: 1,604 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares 1,630 $340K 0.02% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,260 shares; 2025Q4: 12,925 shares 12,925 $339K 0.02% +2,665 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares 1,087 $336K 0.02% 0 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,669 shares; 2025Q4: 9,436 shares 9,436 $335K 0.02% -233 Timeline EWI 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: 8,200 shares; 2024Q4: 7,333 shares; 2025Q1: 6,878 shares; 2025Q2: 6,602 shares; 2025Q3: 6,105 shares; 2025Q4: 5,960 shares 5,960 $324K 0.02% -145 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS 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: 248,087 shares; 2025Q3: 248,087 shares; 2025Q4: 248,087 shares 248,087 $323K 0.02% 0 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,881 shares; 2025Q3: 6,136 shares; 2025Q4: 5,980 shares 5,980 $322K 0.02% -156 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,219 shares; 2025Q2: 1,218 shares; 2025Q3: 1,294 shares; 2025Q4: 1,283 shares 1,283 $317K 0.02% -11 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 2,169 shares; 2025Q4: 2,204 shares 2,204 $316K 0.02% +35 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,487 shares; 2025Q1: 2,484 shares; 2025Q2: 2,480 shares; 2025Q3: 3,036 shares; 2025Q4: 3,038 shares 3,038 $316K 0.02% +2 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,149 shares; 2025Q2: 3,411 shares; 2025Q3: 3,411 shares; 2025Q4: 3,411 shares 3,411 $313K 0.02% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,993 shares; 2025Q1: 3,987 shares; 2025Q2: 4,006 shares; 2025Q3: 3,913 shares; 2025Q4: 4,140 shares 4,140 $313K 0.02% +227 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: 19,949 shares; 2024Q4: 26,093 shares; 2025Q1: 14,874 shares; 2025Q2: 15,148 shares; 2025Q3: 15,634 shares; 2025Q4: 2,725 shares 2,725 $310K 0.02% -12,909 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,934 shares; 2024Q4: 3,874 shares; 2025Q1: 3,934 shares; 2025Q2: 3,623 shares; 2025Q3: 3,672 shares; 2025Q4: 3,649 shares 3,649 $310K 0.02% -23 Timeline JUCY 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: 38,545 shares; 2024Q4: 41,530 shares; 2025Q1: 26,108 shares; 2025Q2: 26,464 shares; 2025Q3: 23,816 shares; 2025Q4: 13,953 shares 13,953 $310K 0.02% -9,863 Timeline BLOK 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: not reported; 2024Q4: 5,402 shares; 2025Q1: not reported; 2025Q2: 5,071 shares; 2025Q3: 5,228 shares; 2025Q4: 5,427 shares 5,427 $309K 0.02% +199 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,973 shares; 2025Q4: 4,770 shares 4,770 $307K 0.02% -203 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 4,255 shares; 2025Q1: 5,524 shares; 2025Q2: 5,888 shares; 2025Q3: 5,838 shares; 2025Q4: 5,916 shares 5,916 $306K 0.02% +78 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,194 shares; 2025Q1: 2,190 shares; 2025Q2: 2,191 shares; 2025Q3: 2,307 shares; 2025Q4: 2,304 shares 2,304 $305K 0.02% -3 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: 5,287 shares; 2024Q4: not reported; 2025Q1: 2,131 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,018 shares 2,018 $303K 0.02% -57 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,814 shares; 2025Q1: 1,822 shares; 2025Q2: 1,834 shares; 2025Q3: 1,841 shares; 2025Q4: 1,848 shares 1,848 $302K 0.02% +7 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,073 shares; 2025Q2: 15,626 shares; 2025Q3: 14,455 shares; 2025Q4: 14,156 shares 14,156 $301K 0.02% -299 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,690 shares; 2025Q1: 3,799 shares; 2025Q2: 3,656 shares; 2025Q3: 3,744 shares; 2025Q4: 5,847 shares 5,847 $297K 0.02% +2,103 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest 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: 3,990 shares; 2025Q4: 5,630 shares 5,630 $295K 0.02% +1,640 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,185 shares; 2025Q4: 4,428 shares 4,428 $287K 0.02% -757 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: 5,979 shares; 2024Q4: 5,379 shares; 2025Q1: 3,424 shares; 2025Q2: 3,331 shares; 2025Q3: 3,120 shares; 2025Q4: 2,602 shares 2,602 $286K 0.02% -518 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: 31,125 shares; 2024Q4: 39,291 shares; 2025Q1: 31,088 shares; 2025Q2: 30,699 shares; 2025Q3: 32,687 shares; 2025Q4: 5,435 shares 5,435 $285K 0.02% -27,252 Timeline DFUV 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: 6,050 shares; 2024Q4: 6,025 shares; 2025Q1: 6,049 shares; 2025Q2: 6,078 shares; 2025Q3: 6,097 shares; 2025Q4: 6,112 shares 6,112 $285K 0.02% +15 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,823 shares; 2024Q4: 5,867 shares; 2025Q1: 5,905 shares; 2025Q2: 5,968 shares; 2025Q3: 5,929 shares; 2025Q4: 6,048 shares 6,048 $279K 0.02% +119 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,793 shares; 2024Q4: 38,629 shares; 2025Q1: 34,868 shares; 2025Q2: 25,469 shares; 2025Q3: 25,981 shares; 2025Q4: 26,010 shares 26,010 $278K 0.02% +29 Timeline IBD 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: 11,653 shares; 2024Q4: 11,655 shares; 2025Q1: 12,008 shares; 2025Q2: 12,128 shares; 2025Q3: 11,396 shares; 2025Q4: 11,398 shares 11,398 $276K 0.01% +2 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,646 shares; 2025Q3: 1,679 shares; 2025Q4: 1,679 shares 1,679 $273K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 51 shares 51 $273K 0.01% +6 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: 370 shares; 2024Q4: 360 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 361 shares 361 $272K 0.01% +1 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: 91,652 shares; 2024Q4: 98,668 shares; 2025Q1: 5,185 shares; 2025Q2: 5,160 shares; 2025Q3: 4,884 shares; 2025Q4: 5,836 shares 5,836 $271K 0.01% +952 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,559 shares; 2025Q3: 3,409 shares; 2025Q4: 3,409 shares 3,409 $268K 0.01% 0 Timeline RNEM FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 4,788 shares; 2025Q1: 4,788 shares; 2025Q2: 4,788 shares; 2025Q3: 4,788 shares; 2025Q4: 4,788 shares 4,788 $265K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 3,244 shares 3,244 $262K 0.01% -192 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,549 shares; 2025Q4: 8,549 shares 8,549 $261K 0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,790 shares; 2025Q1: 7,745 shares; 2025Q2: 7,999 shares; 2025Q3: 7,999 shares; 2025Q4: 6,809 shares 6,809 $259K 0.01% -1,190 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares 1,396 $258K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares; 2025Q4: 1,392 shares 1,392 $258K 0.01% +131 Timeline KNG 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: 14,653 shares; 2024Q4: 10,566 shares; 2025Q1: 9,481 shares; 2025Q2: 6,753 shares; 2025Q3: 5,930 shares; 2025Q4: 5,189 shares 5,189 $255K 0.01% -741 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,248 shares; 2024Q4: 12,316 shares; 2025Q1: 7,280 shares; 2025Q2: 7,214 shares; 2025Q3: 6,982 shares; 2025Q4: 6,986 shares 6,986 $253K 0.01% +4 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,926 shares; 2025Q1: 6,982 shares; 2025Q2: 5,904 shares; 2025Q3: 5,677 shares; 2025Q4: 5,704 shares 5,704 $253K 0.01% +27 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,734 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares 4,529 $252K 0.01% 0 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,593 shares; 2024Q4: 20,593 shares; 2025Q1: 20,593 shares; 2025Q2: 20,593 shares; 2025Q3: 20,593 shares; 2025Q4: 20,323 shares 20,323 $250K 0.01% -270 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,388 shares; 2025Q1: 3,390 shares; 2025Q2: 3,389 shares; 2025Q3: 3,382 shares; 2025Q4: 3,386 shares 3,386 $250K 0.01% +4 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 983 shares; 2025Q1: 981 shares; 2025Q2: 989 shares; 2025Q3: 980 shares; 2025Q4: 972 shares 972 $249K 0.01% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,028 shares; 2025Q4: 3,046 shares 3,046 $249K 0.01% +18 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: 2,882 shares; 2024Q4: 4,421 shares; 2025Q1: 5,616 shares; 2025Q2: 5,263 shares; 2025Q3: 5,177 shares; 2025Q4: 2,526 shares 2,526 $249K 0.01% -2,651 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,061 shares 2,061 $247K 0.01% new 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: 18,718 shares; 2024Q4: 19,148 shares; 2025Q1: 18,680 shares; 2025Q2: 12,683 shares; 2025Q3: 12,974 shares; 2025Q4: 12,192 shares 12,192 $247K 0.01% -782 Timeline BBH 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $246K 0.01% 0 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: 3,723 shares; 2024Q4: 3,009 shares; 2025Q1: 3,022 shares; 2025Q2: 3,417 shares; 2025Q3: 3,427 shares; 2025Q4: 3,438 shares 3,438 $246K 0.01% +11 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,124 shares; 2024Q4: 225,079 shares; 2025Q1: 225,079 shares; 2025Q2: 225,284 shares; 2025Q3: 225,284 shares; 2025Q4: 225,327 shares 225,327 $244K 0.01% +43 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,292 shares; 2025Q1: 3,259 shares; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares; 2025Q4: 3,144 shares 3,144 $243K 0.01% -74 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,908 shares; 2024Q4: 12,911 shares; 2025Q1: 12,914 shares; 2025Q2: 11,909 shares; 2025Q3: 7,629 shares; 2025Q4: 8,936 shares 8,936 $242K 0.01% +1,307 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 265 shares; 2025Q1: 242 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $240K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,257 shares; 2025Q1: 1,261 shares; 2025Q2: 1,269 shares; 2025Q3: 1,208 shares; 2025Q4: 1,101 shares 1,101 $239K 0.01% -107 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares 2,016 $237K 0.01% 0 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,795 shares; 2025Q4: 3,773 shares 3,773 $236K 0.01% -22 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,838 shares; 2025Q1: 2,838 shares; 2025Q2: 2,838 shares; 2025Q3: 2,793 shares; 2025Q4: 2,695 shares 2,695 $235K 0.01% -98 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,395 shares; 2024Q4: 9,165 shares; 2025Q1: 9,165 shares; 2025Q2: 9,190 shares; 2025Q3: 8,640 shares; 2025Q4: 8,660 shares 8,660 $234K 0.01% +20 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares 1,030 $232K 0.01% new Timeline QQEW 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: 2,395 shares; 2024Q4: 2,311 shares; 2025Q1: 2,199 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,613 shares 1,613 $229K 0.01% -138 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,291 shares; 2025Q1: 3,297 shares; 2025Q2: 3,093 shares; 2025Q3: 3,104 shares; 2025Q4: 3,089 shares 3,089 $228K 0.01% -15 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS 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: 10,715 shares; 2025Q3: 11,710 shares; 2025Q4: 25,280 shares 25,280 $227K 0.01% +13,570 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: 3,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,344 shares; 2025Q4: 5,278 shares 5,278 $225K 0.01% +2,934 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: 3,194 shares; 2024Q4: 3,208 shares; 2025Q1: 3,986 shares; 2025Q2: 4,160 shares; 2025Q3: 4,044 shares; 2025Q4: 209 shares 209 $224K 0.01% -3,835 Timeline EWX 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: 3,642 shares; 2024Q4: 3,642 shares; 2025Q1: 3,642 shares; 2025Q2: 3,365 shares; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares 3,365 $221K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 108 shares; 2025Q3: not reported; 2025Q4: 102 shares 102 $219K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,196 shares 1,196 $215K 0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,179 shares 1,179 $215K 0.01% new 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: not reported; 2024Q4: 3,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,196 shares; 2025Q4: 3,257 shares 3,257 $215K 0.01% +61 Timeline GLRY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,285 shares; 2025Q3: 5,968 shares; 2025Q4: 5,968 shares 5,968 $214K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,295 shares; 2025Q1: 3,264 shares; 2025Q2: 3,328 shares; 2025Q3: 3,286 shares; 2025Q4: 3,212 shares 3,212 $213K 0.01% -74 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: 1,426 shares; 2024Q4: not reported; 2025Q1: 1,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,374 shares 1,374 $213K 0.01% new Timeline BIBL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,953 shares; 2025Q3: 4,704 shares; 2025Q4: 4,704 shares 4,704 $212K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,199 shares; 2025Q1: 3,968 shares; 2025Q2: 4,467 shares; 2025Q3: 4,450 shares; 2025Q4: 3,904 shares 3,904 $210K 0.01% -546 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,606 shares 1,606 $207K 0.01% -14 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715 shares 715 $207K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 374 shares 374 $206K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,225 shares; 2025Q4: 3,236 shares 3,236 $206K 0.01% +11 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: 32,824 shares; 2024Q4: 34,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,825 shares 2,825 $205K 0.01% new Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,856 shares; 2025Q3: 5,712 shares; 2025Q4: 5,712 shares 5,712 $204K 0.01% 0 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: 11,099 shares; 2024Q4: 10,860 shares; 2025Q1: 9,045 shares; 2025Q2: 8,505 shares; 2025Q3: 10,130 shares; 2025Q4: 6,815 shares 6,815 $204K 0.01% -3,315 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,633 shares 3,633 $202K 0.01% new Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,768 shares; 2024Q4: 18,849 shares; 2025Q1: 19,040 shares; 2025Q2: 12,127 shares; 2025Q3: 13,199 shares; 2025Q4: 10,655 shares 10,655 $158K 0.01% -2,544 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $157K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,432 shares; 2024Q4: not reported; 2025Q1: 10,606 shares; 2025Q2: 10,861 shares; 2025Q3: 10,913 shares; 2025Q4: 11,697 shares 11,697 $153K 0.01% +784 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,992 shares 10,992 $118K 0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $99.7K 0.01% 0 Timeline ARDX ARDELYX INC More: the full row for ARDELYX 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: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $58.3K <0.01% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA 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: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $48.1K <0.01% 0 Timeline HURA TUHURA BIOSCIENCES INC More: the full row for TUHURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,627 shares; 2025Q1: 10,627 shares; 2025Q2: 10,627 shares; 2025Q3: 31,063 shares; 2025Q4: 31,063 shares 31,063 $23.5K <0.01% 0 Timeline