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: 34,618 shares; 2024Q4: 33,594 shares; 2025Q1: 32,878 shares; 2025Q2: 25,948 shares; 2025Q3: 25,954 shares; 2025Q4: 25,983 shares 25,983 $17.8M 4.79% +29 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: 108,096 shares; 2024Q4: 102,833 shares; 2025Q1: 90,925 shares; 2025Q2: 95,983 shares; 2025Q3: 90,165 shares; 2025Q4: 90,522 shares 90,522 $16.9M 4.54% +357 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: 87,547 shares; 2024Q4: 81,837 shares; 2025Q1: 71,623 shares; 2025Q2: 53,644 shares; 2025Q3: 54,671 shares; 2025Q4: 54,704 shares 54,704 $14.9M 4% +33 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: 91,224 shares; 2024Q4: 80,509 shares; 2025Q1: 80,397 shares; 2025Q2: 75,803 shares; 2025Q3: 73,592 shares; 2025Q4: 75,089 shares 75,089 $10.8M 2.9% +1,497 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,700 shares; 2024Q4: 98,121 shares; 2025Q1: 98,606 shares; 2025Q2: 97,018 shares; 2025Q3: 85,421 shares; 2025Q4: 85,749 shares 85,749 $10.6M 2.84% +328 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,352 shares; 2024Q4: 160,855 shares; 2025Q1: 159,058 shares; 2025Q2: 157,964 shares; 2025Q3: 166,206 shares; 2025Q4: 170,776 shares 170,776 $10M 2.7% +4,570 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,925 shares; 2024Q4: 179,855 shares; 2025Q1: 183,794 shares; 2025Q2: 185,045 shares; 2025Q3: 184,350 shares; 2025Q4: 185,421 shares 185,421 $8.43M 2.27% +1,071 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: 21,767 shares; 2024Q4: 20,824 shares; 2025Q1: 27,444 shares; 2025Q2: 23,299 shares; 2025Q3: 24,948 shares; 2025Q4: 25,802 shares 25,802 $8.08M 2.17% +854 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,879 shares; 2024Q4: 20,398 shares; 2025Q1: 20,795 shares; 2025Q2: 15,769 shares; 2025Q3: 15,826 shares; 2025Q4: 15,785 shares 15,785 $7.63M 2.05% -41 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: 18,266 shares; 2024Q4: 18,205 shares; 2025Q1: 17,781 shares; 2025Q2: 16,381 shares; 2025Q3: 15,626 shares; 2025Q4: 15,596 shares 15,596 $7.38M 1.99% -30 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: 114,576 shares; 2024Q4: 104,899 shares; 2025Q1: 107,007 shares; 2025Q2: 107,083 shares; 2025Q3: 108,688 shares; 2025Q4: 109,971 shares 109,971 $7.26M 1.95% +1,283 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: 26,762 shares; 2024Q4: 24,984 shares; 2025Q1: 23,461 shares; 2025Q2: 20,946 shares; 2025Q3: 20,097 shares; 2025Q4: 20,658 shares 20,658 $6.66M 1.79% +561 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,329 shares; 2024Q4: 13,506 shares; 2025Q1: 14,275 shares; 2025Q2: 14,637 shares; 2025Q3: 14,820 shares; 2025Q4: 15,173 shares 15,173 $6.4M 1.72% +353 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,780 shares; 2025Q3: 87,751 shares; 2025Q4: 88,661 shares 88,661 $6.38M 1.72% +910 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 47,746 shares; 2025Q2: 48,625 shares; 2025Q3: 115,009 shares; 2025Q4: 126,586 shares 126,586 $5.86M 1.58% +11,577 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 4,845 shares; 2025Q1: 4,729 shares; 2025Q2: 4,932 shares; 2025Q3: 5,423 shares; 2025Q4: 5,399 shares 5,399 $5.8M 1.56% -24 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: 21,862 shares; 2024Q4: 20,435 shares; 2025Q1: 21,461 shares; 2025Q2: 19,011 shares; 2025Q3: 24,490 shares; 2025Q4: 25,075 shares 25,075 $5.79M 1.56% +585 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: 72,396 shares; 2024Q4: 72,539 shares; 2025Q1: 76,232 shares; 2025Q2: 76,898 shares; 2025Q3: 84,480 shares; 2025Q4: 87,670 shares 87,670 $5.28M 1.42% +3,190 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: 26,298 shares; 2024Q4: 25,224 shares; 2025Q1: 22,229 shares; 2025Q2: 16,657 shares; 2025Q3: 15,950 shares; 2025Q4: 32,071 shares 32,071 $4.62M 1.24% +16,121 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: 16,477 shares; 2024Q4: 15,892 shares; 2025Q1: 12,471 shares; 2025Q2: 12,578 shares; 2025Q3: 12,706 shares; 2025Q4: 11,922 shares 11,922 $4.13M 1.11% -784 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: 20,514 shares; 2024Q4: 20,163 shares; 2025Q1: 41,114 shares; 2025Q2: 53,401 shares; 2025Q3: 58,585 shares; 2025Q4: 57,872 shares 57,872 $4.05M 1.09% -713 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: 67,894 shares; 2024Q4: 62,786 shares; 2025Q1: 64,303 shares; 2025Q2: 64,567 shares; 2025Q3: 60,107 shares; 2025Q4: 60,147 shares 60,147 $4.04M 1.09% +40 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: 564 shares; 2024Q4: 566 shares; 2025Q1: 3,921 shares; 2025Q2: 4,661 shares; 2025Q3: 6,175 shares; 2025Q4: 6,142 shares 6,142 $3.52M 0.95% -33 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,696 shares; 2024Q4: 7,253 shares; 2025Q1: 7,648 shares; 2025Q2: 7,770 shares; 2025Q3: 12,790 shares; 2025Q4: 13,188 shares 13,188 $3.49M 0.94% +398 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: 10,418 shares; 2024Q4: 9,745 shares; 2025Q1: 9,788 shares; 2025Q2: 10,014 shares; 2025Q3: 10,426 shares; 2025Q4: 10,958 shares 10,958 $3.33M 0.9% +532 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: 10,354 shares; 2024Q4: 9,628 shares; 2025Q1: 9,971 shares; 2025Q2: 8,629 shares; 2025Q3: 8,944 shares; 2025Q4: 8,064 shares 8,064 $3.2M 0.86% -880 Timeline CIBR 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: 97,781 shares; 2024Q4: 90,995 shares; 2025Q1: 69,852 shares; 2025Q2: 49,215 shares; 2025Q3: 44,130 shares; 2025Q4: 44,300 shares 44,300 $3.17M 0.85% +170 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: 6,841 shares; 2024Q4: 6,538 shares; 2025Q1: 6,458 shares; 2025Q2: 6,439 shares; 2025Q3: 6,421 shares; 2025Q4: 6,293 shares 6,293 $3.16M 0.85% -128 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: 11,451 shares; 2024Q4: 11,350 shares; 2025Q1: 12,507 shares; 2025Q2: 10,390 shares; 2025Q3: 10,290 shares; 2025Q4: 11,157 shares 11,157 $3.07M 0.83% +867 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: 18,827 shares; 2024Q4: 18,855 shares; 2025Q1: 18,842 shares; 2025Q2: 15,059 shares; 2025Q3: 14,393 shares; 2025Q4: 14,412 shares 14,412 $3.03M 0.82% +19 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: 6,700 shares; 2024Q4: 6,248 shares; 2025Q1: 7,243 shares; 2025Q2: 7,456 shares; 2025Q3: 8,141 shares; 2025Q4: 8,483 shares 8,483 $2.97M 0.8% +342 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: 6,850 shares; 2024Q4: 12,730 shares; 2025Q1: 13,765 shares; 2025Q2: 14,264 shares; 2025Q3: 15,060 shares; 2025Q4: 15,581 shares 15,581 $2.87M 0.77% +521 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,574 shares; 2024Q4: 24,292 shares; 2025Q1: 25,778 shares; 2025Q2: 26,187 shares; 2025Q3: 26,971 shares; 2025Q4: 28,289 shares 28,289 $2.83M 0.76% +1,318 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: 4,505 shares; 2024Q4: 4,392 shares; 2025Q1: 4,465 shares; 2025Q2: 4,663 shares; 2025Q3: 4,006 shares; 2025Q4: 4,266 shares 4,266 $2.82M 0.76% +260 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: 30,588 shares; 2024Q4: 26,202 shares; 2025Q1: 24,157 shares; 2025Q2: 17,750 shares; 2025Q3: 33,186 shares; 2025Q4: 33,471 shares 33,471 $2.73M 0.74% +285 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: 2,322 shares; 2025Q1: 2,415 shares; 2025Q2: 2,395 shares; 2025Q3: 2,460 shares; 2025Q4: 2,521 shares 2,521 $2.7M 0.73% +61 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,793 shares; 2024Q4: 29,320 shares; 2025Q1: 29,109 shares; 2025Q2: 28,702 shares; 2025Q3: 30,705 shares; 2025Q4: 31,980 shares 31,980 $2.65M 0.71% +1,275 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: 22,300 shares; 2024Q4: 22,108 shares; 2025Q1: 18,777 shares; 2025Q2: 16,289 shares; 2025Q3: 15,684 shares; 2025Q4: 15,841 shares 15,841 $2.45M 0.66% +157 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,834 shares; 2025Q1: 4,968 shares; 2025Q2: 5,005 shares; 2025Q3: 5,149 shares; 2025Q4: 5,224 shares 5,224 $2.43M 0.65% +75 Timeline FIDU 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: 31,521 shares; 2024Q4: 30,054 shares; 2025Q1: 30,732 shares; 2025Q2: 30,506 shares; 2025Q3: 28,861 shares; 2025Q4: 28,614 shares 28,614 $2.36M 0.64% -247 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,320 shares; 2025Q1: 2,520 shares; 2025Q2: 2,680 shares; 2025Q3: 2,688 shares; 2025Q4: 2,863 shares 2,863 $2.32M 0.62% +175 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: 7,154 shares; 2024Q4: 6,814 shares; 2025Q1: 6,948 shares; 2025Q2: 6,782 shares; 2025Q3: 7,117 shares; 2025Q4: 7,369 shares 7,369 $2.25M 0.61% +252 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: 24,184 shares; 2024Q4: 21,670 shares; 2025Q1: 21,929 shares; 2025Q2: 22,324 shares; 2025Q3: 22,989 shares; 2025Q4: 46,931 shares 46,931 $2.1M 0.56% +23,942 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: 11,281 shares; 2024Q4: 11,131 shares; 2025Q1: 12,628 shares; 2025Q2: 12,428 shares; 2025Q3: 13,192 shares; 2025Q4: 13,658 shares 13,658 $2.08M 0.56% +466 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: 6,258 shares; 2024Q4: 6,123 shares; 2025Q1: 6,953 shares; 2025Q2: 7,318 shares; 2025Q3: 7,792 shares; 2025Q4: 8,084 shares 8,084 $2.08M 0.56% +292 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: 29,926 shares; 2024Q4: 29,780 shares; 2025Q1: 29,780 shares; 2025Q2: 26,780 shares; 2025Q3: 26,780 shares; 2025Q4: 26,835 shares 26,835 $2.06M 0.55% +55 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: 6,384 shares; 2024Q4: 6,361 shares; 2025Q1: 6,632 shares; 2025Q2: 6,722 shares; 2025Q3: 7,021 shares; 2025Q4: 6,930 shares 6,930 $2.05M 0.55% -91 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: 26,097 shares; 2024Q4: 25,669 shares; 2025Q1: 25,968 shares; 2025Q2: 26,150 shares; 2025Q3: 26,223 shares; 2025Q4: 26,559 shares 26,559 $2.05M 0.55% +336 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: 3,913 shares; 2024Q4: 2,295 shares; 2025Q1: 2,252 shares; 2025Q2: 2,290 shares; 2025Q3: 2,412 shares; 2025Q4: 2,470 shares 2,470 $2.03M 0.55% +58 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: 5,460 shares; 2024Q4: 5,332 shares; 2025Q1: 5,736 shares; 2025Q2: 5,606 shares; 2025Q3: 6,201 shares; 2025Q4: 6,145 shares 6,145 $2.01M 0.54% -56 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: 8,500 shares; 2024Q4: 8,134 shares; 2025Q1: 8,709 shares; 2025Q2: 9,205 shares; 2025Q3: 10,000 shares; 2025Q4: 10,049 shares 10,049 $1.96M 0.53% +49 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: 14,543 shares; 2025Q1: 15,310 shares; 2025Q2: 15,994 shares; 2025Q3: 14,356 shares; 2025Q4: 14,923 shares 14,923 $1.96M 0.53% +567 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: 3,670 shares; 2024Q4: 3,573 shares; 2025Q1: 3,774 shares; 2025Q2: 3,800 shares; 2025Q3: 3,862 shares; 2025Q4: 4,021 shares 4,021 $1.94M 0.52% +159 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,430 shares; 2024Q4: 20,162 shares; 2025Q1: 19,525 shares; 2025Q2: 19,192 shares; 2025Q3: 16,109 shares; 2025Q4: 16,312 shares 16,312 $1.92M 0.52% +203 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: 2,475 shares; 2024Q4: 2,377 shares; 2025Q1: 2,100 shares; 2025Q2: 1,868 shares; 2025Q3: 1,923 shares; 2025Q4: 20,168 shares 20,168 $1.89M 0.51% +18,245 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,537 shares; 2025Q2: 1,475 shares; 2025Q3: 1,454 shares; 2025Q4: 1,459 shares 1,459 $1.77M 0.48% +5 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: 9,239 shares; 2024Q4: 9,076 shares; 2025Q1: 9,824 shares; 2025Q2: 9,965 shares; 2025Q3: 10,766 shares; 2025Q4: 10,264 shares 10,264 $1.76M 0.47% -502 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,831 shares; 2024Q4: 7,623 shares; 2025Q1: 8,007 shares; 2025Q2: 6,769 shares; 2025Q3: 7,020 shares; 2025Q4: 7,161 shares 7,161 $1.73M 0.46% +141 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: 16,299 shares; 2024Q4: 15,650 shares; 2025Q1: 16,224 shares; 2025Q2: 17,038 shares; 2025Q3: 17,532 shares; 2025Q4: 17,977 shares 17,977 $1.71M 0.46% +445 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: 4,715 shares; 2024Q4: 4,757 shares; 2025Q1: 5,282 shares; 2025Q2: 5,535 shares; 2025Q3: 5,786 shares; 2025Q4: 5,926 shares 5,926 $1.61M 0.43% +140 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: 6,910 shares; 2024Q4: 6,750 shares; 2025Q1: 13,278 shares; 2025Q2: 12,450 shares; 2025Q3: 13,360 shares; 2025Q4: 13,854 shares 13,854 $1.54M 0.42% +494 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: 5,832 shares; 2024Q4: 5,787 shares; 2025Q1: 5,975 shares; 2025Q2: 6,022 shares; 2025Q3: 5,965 shares; 2025Q4: 6,314 shares 6,314 $1.53M 0.41% +349 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: 8,446 shares; 2024Q4: 7,664 shares; 2025Q1: 7,057 shares; 2025Q2: 7,072 shares; 2025Q3: 7,177 shares; 2025Q4: 7,275 shares 7,275 $1.51M 0.41% +98 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,584 shares; 2025Q1: 1,696 shares; 2025Q2: 1,778 shares; 2025Q3: 1,883 shares; 2025Q4: 9,650 shares 9,650 $1.48M 0.4% +7,767 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: 2,301 shares; 2024Q4: 1,982 shares; 2025Q1: 1,997 shares; 2025Q2: 1,611 shares; 2025Q3: 1,664 shares; 2025Q4: 1,685 shares 1,685 $1.45M 0.39% +21 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 13,934 shares; 2025Q1: 14,132 shares; 2025Q2: 6,913 shares; 2025Q3: 6,260 shares; 2025Q4: 6,463 shares 6,463 $1.45M 0.39% +203 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: 45,463 shares; 2024Q4: 43,670 shares; 2025Q1: 40,922 shares; 2025Q2: 41,175 shares; 2025Q3: 39,891 shares; 2025Q4: 35,651 shares 35,651 $1.45M 0.39% -4,240 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: 2,730 shares; 2024Q4: 2,362 shares; 2025Q1: 2,469 shares; 2025Q2: 2,410 shares; 2025Q3: 2,496 shares; 2025Q4: 2,503 shares 2,503 $1.43M 0.38% +7 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: 10,539 shares; 2024Q4: 10,549 shares; 2025Q1: 10,455 shares; 2025Q2: 10,606 shares; 2025Q3: 11,150 shares; 2025Q4: 11,315 shares 11,315 $1.42M 0.38% +165 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,749 shares; 2025Q1: 4,098 shares; 2025Q2: 4,272 shares; 2025Q3: 5,103 shares; 2025Q4: 5,380 shares 5,380 $1.41M 0.38% +277 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: 17,129 shares; 2024Q4: 16,947 shares; 2025Q1: 17,311 shares; 2025Q2: 15,920 shares; 2025Q3: 16,273 shares; 2025Q4: 15,652 shares 15,652 $1.36M 0.37% -621 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 9,968 shares; 2025Q1: 8,930 shares; 2025Q2: 5,987 shares; 2025Q3: 6,172 shares; 2025Q4: 6,284 shares 6,284 $1.36M 0.37% +112 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: 6,164 shares; 2024Q4: 5,283 shares; 2025Q1: 5,132 shares; 2025Q2: 3,893 shares; 2025Q3: 3,907 shares; 2025Q4: 3,917 shares 3,917 $1.35M 0.36% +10 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: 12,736 shares; 2024Q4: 12,386 shares; 2025Q1: 13,202 shares; 2025Q2: 13,295 shares; 2025Q3: 14,099 shares; 2025Q4: 14,252 shares 14,252 $1.33M 0.36% +153 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: 2,515 shares; 2024Q4: 2,500 shares; 2025Q1: 2,705 shares; 2025Q2: 2,261 shares; 2025Q3: 1,952 shares; 2025Q4: 1,956 shares 1,956 $1.33M 0.36% +4 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: 2,487 shares; 2024Q4: 2,399 shares; 2025Q1: 2,439 shares; 2025Q2: 2,506 shares; 2025Q3: 2,693 shares; 2025Q4: 2,714 shares 2,714 $1.33M 0.36% +21 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: not reported; 2024Q4: 1,834 shares; 2025Q1: 2,030 shares; 2025Q2: 2,159 shares; 2025Q3: 2,470 shares; 2025Q4: 2,523 shares 2,523 $1.32M 0.35% +53 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 4,184 shares; 2025Q1: 4,498 shares; 2025Q2: 4,602 shares; 2025Q3: 4,885 shares; 2025Q4: 5,076 shares 5,076 $1.31M 0.35% +191 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: 6,938 shares; 2024Q4: 6,733 shares; 2025Q1: 6,857 shares; 2025Q2: 7,117 shares; 2025Q3: 7,607 shares; 2025Q4: 8,242 shares 8,242 $1.27M 0.34% +635 Timeline FCOM 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: 22,883 shares; 2024Q4: 22,283 shares; 2025Q1: 22,568 shares; 2025Q2: 19,458 shares; 2025Q3: 16,894 shares; 2025Q4: 17,227 shares 17,227 $1.26M 0.34% +333 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,954 shares; 2025Q1: 3,178 shares; 2025Q2: 3,262 shares; 2025Q3: 3,448 shares; 2025Q4: 3,547 shares 3,547 $1.25M 0.34% +99 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: 9,910 shares; 2024Q4: 9,846 shares; 2025Q1: 10,608 shares; 2025Q2: 10,087 shares; 2025Q3: 10,747 shares; 2025Q4: 11,076 shares 11,076 $1.24M 0.33% +329 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: 2,788 shares; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 7,539 shares; 2025Q3: 8,076 shares; 2025Q4: 8,080 shares 8,080 $1.24M 0.33% +4 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: not reported; 2024Q4: not reported; 2025Q1: 5,331 shares; 2025Q2: 5,245 shares; 2025Q3: 5,832 shares; 2025Q4: 6,186 shares 6,186 $1.21M 0.32% +354 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 20,679 shares; 2025Q1: 23,395 shares; 2025Q2: 24,824 shares; 2025Q3: 30,216 shares; 2025Q4: 31,252 shares 31,252 $1.2M 0.32% +1,036 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 6,261 shares; 2025Q1: 6,566 shares; 2025Q2: 6,609 shares; 2025Q3: 6,642 shares; 2025Q4: 7,005 shares 7,005 $1.19M 0.32% +363 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 8,055 shares; 2025Q1: 8,507 shares; 2025Q2: 8,623 shares; 2025Q3: 9,172 shares; 2025Q4: 9,238 shares 9,238 $1.14M 0.31% +66 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: 26,109 shares; 2024Q4: 24,840 shares; 2025Q1: 6,789 shares; 2025Q2: 6,307 shares; 2025Q3: 6,240 shares; 2025Q4: 6,164 shares 6,164 $1.13M 0.3% -76 Timeline FENY 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: 45,412 shares; 2024Q4: 44,830 shares; 2025Q1: 46,831 shares; 2025Q2: 45,532 shares; 2025Q3: 45,849 shares; 2025Q4: 45,175 shares 45,175 $1.12M 0.3% -674 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: 7,359 shares; 2024Q4: 7,077 shares; 2025Q1: 7,681 shares; 2025Q2: 7,703 shares; 2025Q3: 7,883 shares; 2025Q4: 7,807 shares 7,807 $1.12M 0.3% -76 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: 22,266 shares; 2024Q4: 22,075 shares; 2025Q1: 22,972 shares; 2025Q2: 22,262 shares; 2025Q3: 22,268 shares; 2025Q4: 22,674 shares 22,674 $1.12M 0.3% +406 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: 4,042 shares; 2024Q4: 4,048 shares; 2025Q1: 3,284 shares; 2025Q2: 2,981 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares 3,270 $1.1M 0.3% 0 Timeline VNLA 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: 24,189 shares; 2024Q4: 24,214 shares; 2025Q1: 21,050 shares; 2025Q2: 21,006 shares; 2025Q3: 21,263 shares; 2025Q4: 21,600 shares 21,600 $1.06M 0.29% +337 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: 4,699 shares; 2024Q4: 4,421 shares; 2025Q1: 4,374 shares; 2025Q2: 4,767 shares; 2025Q3: 5,130 shares; 2025Q4: 5,184 shares 5,184 $1.05M 0.28% +54 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: 3,654 shares; 2024Q4: 3,620 shares; 2025Q1: 3,850 shares; 2025Q2: 3,893 shares; 2025Q3: 4,166 shares; 2025Q4: 4,246 shares 4,246 $1.05M 0.28% +80 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 11,790 shares; 2025Q1: 12,096 shares; 2025Q2: 12,201 shares; 2025Q3: 12,438 shares; 2025Q4: 12,984 shares 12,984 $1.04M 0.28% +546 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: 13,307 shares; 2024Q4: 12,793 shares; 2025Q1: 11,099 shares; 2025Q2: 6,945 shares; 2025Q3: 6,963 shares; 2025Q4: 6,998 shares 6,998 $1.04M 0.28% +35 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,208 shares; 2024Q4: 25,208 shares; 2025Q1: 25,208 shares; 2025Q2: 25,208 shares; 2025Q3: 25,208 shares; 2025Q4: 25,208 shares 25,208 $1.04M 0.28% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 7,567 shares; 2025Q1: 10,687 shares; 2025Q2: 15,322 shares; 2025Q3: 19,453 shares; 2025Q4: 17,666 shares 17,666 $1.03M 0.28% -1,787 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,258 shares; 2025Q4: 4,525 shares 4,525 $1.02M 0.28% +267 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: 11,051 shares; 2024Q4: 9,905 shares; 2025Q1: 10,110 shares; 2025Q2: 11,054 shares; 2025Q3: 11,952 shares; 2025Q4: 12,049 shares 12,049 $1.02M 0.28% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,933 shares 10,933 $1.01M 0.27% new 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: 5,913 shares; 2024Q4: 5,308 shares; 2025Q1: 5,004 shares; 2025Q2: 3,260 shares; 2025Q3: 3,226 shares; 2025Q4: 3,203 shares 3,203 $1.01M 0.27% -23 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: 7,282 shares; 2024Q4: 5,699 shares; 2025Q1: 5,551 shares; 2025Q2: 5,353 shares; 2025Q3: 4,592 shares; 2025Q4: 4,599 shares 4,599 $987K 0.27% +7 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: 12,496 shares; 2024Q4: 12,406 shares; 2025Q1: 12,686 shares; 2025Q2: 12,711 shares; 2025Q3: 12,804 shares; 2025Q4: 12,959 shares 12,959 $952K 0.26% +155 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: 5,317 shares; 2024Q4: 5,308 shares; 2025Q1: 3,899 shares; 2025Q2: 1,570 shares; 2025Q3: 1,521 shares; 2025Q4: 1,509 shares 1,509 $927K 0.25% -12 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: 499 shares; 2024Q4: 470 shares; 2025Q1: 2,131 shares; 2025Q2: 2,390 shares; 2025Q3: 2,884 shares; 2025Q4: 2,760 shares 2,760 $911K 0.25% -124 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,029 shares; 2024Q4: 16,347 shares; 2025Q1: 17,150 shares; 2025Q2: 17,319 shares; 2025Q3: 19,154 shares; 2025Q4: 18,644 shares 18,644 $903K 0.24% -510 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,147 shares; 2024Q4: 14,293 shares; 2025Q1: 16,391 shares; 2025Q2: 16,099 shares; 2025Q3: 19,254 shares; 2025Q4: 17,832 shares 17,832 $897K 0.24% -1,422 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,868 shares; 2024Q4: 13,905 shares; 2025Q1: 15,883 shares; 2025Q2: 15,994 shares; 2025Q3: 19,124 shares; 2025Q4: 17,408 shares 17,408 $890K 0.24% -1,716 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: 37,084 shares; 2024Q4: 30,091 shares; 2025Q1: 27,822 shares; 2025Q2: 17,046 shares; 2025Q3: 16,534 shares; 2025Q4: 16,194 shares 16,194 $887K 0.24% -340 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,042 shares; 2024Q4: 71,422 shares; 2025Q1: 65,853 shares; 2025Q2: 63,527 shares; 2025Q3: 18,178 shares; 2025Q4: 17,438 shares 17,438 $863K 0.23% -740 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,068 shares; 2025Q1: 1,586 shares; 2025Q2: 1,647 shares; 2025Q3: 1,455 shares; 2025Q4: 1,508 shares 1,508 $856K 0.23% +53 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: 11,271 shares; 2024Q4: 8,302 shares; 2025Q1: 8,150 shares; 2025Q2: 6,777 shares; 2025Q3: 6,720 shares; 2025Q4: 6,737 shares 6,737 $811K 0.22% +17 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: 10,795 shares; 2024Q4: 9,670 shares; 2025Q1: 9,670 shares; 2025Q2: 9,670 shares; 2025Q3: 9,670 shares; 2025Q4: 9,670 shares 9,670 $785K 0.21% 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: 11,270 shares; 2024Q4: 11,649 shares; 2025Q1: 14,143 shares; 2025Q2: 14,315 shares; 2025Q3: 16,313 shares; 2025Q4: 17,092 shares 17,092 $782K 0.21% +779 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 5,266 shares 5,266 $772K 0.21% +3,979 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 5,086 shares; 2025Q1: 5,347 shares; 2025Q2: 5,452 shares; 2025Q3: 5,885 shares; 2025Q4: 5,818 shares 5,818 $751K 0.2% -67 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,824 shares; 2025Q2: 28,639 shares; 2025Q3: 29,581 shares; 2025Q4: 26,098 shares 26,098 $738K 0.2% -3,483 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,211 shares; 2025Q3: 20,351 shares; 2025Q4: 20,121 shares 20,121 $729K 0.2% -230 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: 8,419 shares; 2024Q4: 8,350 shares; 2025Q1: 8,479 shares; 2025Q2: 5,805 shares; 2025Q3: 6,164 shares; 2025Q4: 6,161 shares 6,161 $722K 0.19% -3 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: 8,723 shares; 2025Q4: 14,302 shares 14,302 $710K 0.19% +5,579 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,552 shares; 2025Q1: 3,932 shares; 2025Q2: 3,314 shares; 2025Q3: 3,327 shares; 2025Q4: 3,342 shares 3,342 $709K 0.19% +15 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: 9,165 shares; 2024Q4: 8,809 shares; 2025Q1: 9,281 shares; 2025Q2: 9,512 shares; 2025Q3: 10,403 shares; 2025Q4: 10,437 shares 10,437 $694K 0.19% +34 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: 6,253 shares; 2024Q4: 6,215 shares; 2025Q1: 6,675 shares; 2025Q2: 6,678 shares; 2025Q3: 6,909 shares; 2025Q4: 7,063 shares 7,063 $679K 0.18% +154 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 4,185 shares; 2025Q1: 4,500 shares; 2025Q2: 4,669 shares; 2025Q3: 5,059 shares; 2025Q4: 5,122 shares 5,122 $679K 0.18% +63 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,900 shares; 2025Q2: 9,089 shares; 2025Q3: 10,107 shares; 2025Q4: 10,714 shares 10,714 $669K 0.18% +607 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: 16,177 shares; 2024Q4: 15,374 shares; 2025Q1: 6,381 shares; 2025Q2: 5,867 shares; 2025Q3: 5,382 shares; 2025Q4: 4,546 shares 4,546 $652K 0.18% -836 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,713 shares 9,713 $635K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,633 shares 3,633 $630K 0.17% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,150 shares; 2025Q2: 28,934 shares; 2025Q3: 30,241 shares; 2025Q4: 30,771 shares 30,771 $624K 0.17% +530 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: 2,850 shares; 2024Q4: 2,852 shares; 2025Q1: 2,855 shares; 2025Q2: 2,148 shares; 2025Q3: 2,150 shares; 2025Q4: 2,136 shares 2,136 $610K 0.16% -14 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,445 shares; 2024Q4: 30,261 shares; 2025Q1: 32,175 shares; 2025Q2: 32,381 shares; 2025Q3: 33,764 shares; 2025Q4: 27,236 shares 27,236 $607K 0.16% -6,528 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 4,678 shares; 2025Q1: 4,728 shares; 2025Q2: 4,744 shares; 2025Q3: 4,549 shares; 2025Q4: 4,571 shares 4,571 $601K 0.16% +22 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: 5,995 shares; 2024Q4: 4,802 shares; 2025Q1: 4,825 shares; 2025Q2: 2,386 shares; 2025Q3: 2,384 shares; 2025Q4: 2,566 shares 2,566 $586K 0.16% +182 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 3,680 shares; 2025Q1: 3,737 shares; 2025Q2: 3,882 shares; 2025Q3: 3,537 shares; 2025Q4: 3,679 shares 3,679 $571K 0.15% +142 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 11,233 shares; 2025Q1: 11,623 shares; 2025Q2: 12,056 shares; 2025Q3: 12,935 shares; 2025Q4: 14,149 shares 14,149 $569K 0.15% +1,214 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,431 shares; 2024Q4: 13,235 shares; 2025Q1: 9,890 shares; 2025Q2: 8,676 shares; 2025Q3: 8,676 shares; 2025Q4: 8,679 shares 8,679 $568K 0.15% +3 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,862 shares; 2025Q1: 2,948 shares; 2025Q2: 1,045 shares; 2025Q3: 1,243 shares; 2025Q4: 1,255 shares 1,255 $564K 0.15% +12 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: 7,606 shares; 2024Q4: 6,234 shares; 2025Q1: 6,234 shares; 2025Q2: 6,240 shares; 2025Q3: 6,142 shares; 2025Q4: 6,148 shares 6,148 $550K 0.15% +6 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 4,643 shares; 2025Q1: 4,538 shares; 2025Q2: 4,627 shares; 2025Q3: 4,448 shares; 2025Q4: 4,451 shares 4,451 $546K 0.15% +3 Timeline ROBT 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: 49,452 shares; 2024Q4: 48,118 shares; 2025Q1: 49,666 shares; 2025Q2: 8,915 shares; 2025Q3: 8,230 shares; 2025Q4: 10,158 shares 10,158 $527K 0.14% +1,928 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: 46,247 shares; 2024Q4: 55,407 shares; 2025Q1: 57,420 shares; 2025Q2: 5,500 shares; 2025Q3: 4,415 shares; 2025Q4: 4,240 shares 4,240 $510K 0.14% -175 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,326 shares; 2024Q4: 3,315 shares; 2025Q1: 3,294 shares; 2025Q2: 2,078 shares; 2025Q3: 2,006 shares; 2025Q4: 4,022 shares 4,022 $480K 0.13% +2,016 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 4,698 shares; 2025Q4: 4,520 shares 4,520 $469K 0.13% -178 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: 4,616 shares; 2024Q4: 4,619 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $461K 0.12% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares 1,592 $444K 0.12% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,088 shares; 2025Q1: 2,155 shares; 2025Q2: 2,227 shares; 2025Q3: 2,428 shares; 2025Q4: 2,416 shares 2,416 $438K 0.12% -12 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: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,476 shares; 2025Q4: 1,473 shares 1,473 $427K 0.12% -3 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: 1,719 shares; 2024Q4: 1,721 shares; 2025Q1: 1,842 shares; 2025Q2: 1,810 shares; 2025Q3: 1,919 shares; 2025Q4: 1,727 shares 1,727 $427K 0.11% -192 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: 6,797 shares; 2025Q1: 6,819 shares; 2025Q2: 6,851 shares; 2025Q3: 6,872 shares; 2025Q4: 7,207 shares 7,207 $416K 0.11% +335 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: 4,726 shares; 2024Q4: 4,771 shares; 2025Q1: 4,586 shares; 2025Q2: 3,605 shares; 2025Q3: 3,414 shares; 2025Q4: 3,460 shares 3,460 $404K 0.11% +46 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 4,649 shares 4,649 $377K 0.1% new 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: 1,305 shares; 2024Q4: 1,240 shares; 2025Q1: 1,361 shares; 2025Q2: 970 shares; 2025Q3: 972 shares; 2025Q4: 973 shares 973 $360K 0.1% +1 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: 10,432 shares; 2024Q4: 9,214 shares; 2025Q1: 7,185 shares; 2025Q2: 5,526 shares; 2025Q3: 5,857 shares; 2025Q4: 6,066 shares 6,066 $347K 0.09% +209 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: 7,686 shares; 2024Q4: 6,870 shares; 2025Q1: 6,886 shares; 2025Q2: 5,640 shares; 2025Q3: 5,736 shares; 2025Q4: 5,830 shares 5,830 $321K 0.09% +94 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: 6,993 shares; 2025Q1: 6,209 shares; 2025Q2: 6,245 shares; 2025Q3: 6,281 shares; 2025Q4: 6,316 shares 6,316 $320K 0.09% +35 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,159 shares; 2025Q1: 6,189 shares; 2025Q2: 2,163 shares; 2025Q3: 1,785 shares; 2025Q4: 1,779 shares 1,779 $316K 0.09% -6 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: 36,555 shares; 2024Q4: 35,294 shares; 2025Q1: 30,586 shares; 2025Q2: 12,049 shares; 2025Q3: 11,841 shares; 2025Q4: 13,581 shares 13,581 $315K 0.08% +1,740 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: 1,255 shares; 2024Q4: 1,149 shares; 2025Q1: 1,157 shares; 2025Q2: 1,168 shares; 2025Q3: 1,173 shares; 2025Q4: 1,175 shares 1,175 $302K 0.08% +2 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: 2,106 shares; 2024Q4: 1,428 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,339 shares; 2025Q4: 1,348 shares 1,348 $296K 0.08% +9 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 8,736 shares; 2025Q1: 9,736 shares; 2025Q2: 8,436 shares; 2025Q3: 8,436 shares; 2025Q4: 8,684 shares 8,684 $296K 0.08% +248 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,478 shares; 2025Q1: 5,317 shares; 2025Q2: 5,287 shares; 2025Q3: 5,333 shares; 2025Q4: 5,446 shares 5,446 $294K 0.08% +113 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 9,288 shares; 2025Q1: 9,320 shares; 2025Q2: not reported; 2025Q3: 6,195 shares; 2025Q4: 5,356 shares 5,356 $285K 0.08% -839 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,858 shares; 2025Q4: 2,868 shares 2,868 $284K 0.08% +10 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 3,102 shares; 2025Q3: 2,897 shares; 2025Q4: 2,923 shares 2,923 $281K 0.08% +26 Timeline SDY 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: 3,198 shares; 2024Q4: 2,998 shares; 2025Q1: 3,004 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares 2,012 $280K 0.08% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 1,014 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $280K 0.08% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 717 shares 717 $279K 0.08% +1 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,051 shares; 2025Q1: 1,969 shares; 2025Q2: 1,977 shares; 2025Q3: 1,984 shares; 2025Q4: 1,991 shares 1,991 $272K 0.07% +7 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: 779 shares; 2024Q4: 769 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares 720 $269K 0.07% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,879 shares 1,879 $266K 0.07% new 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: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,645 shares; 2025Q4: 1,614 shares 1,614 $263K 0.07% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,392 shares; 2025Q4: 1,424 shares 1,424 $253K 0.07% +32 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,375 shares; 2024Q4: 25,808 shares; 2025Q1: 23,213 shares; 2025Q2: 24,195 shares; 2025Q3: 24,676 shares; 2025Q4: 25,156 shares 25,156 $243K 0.07% +480 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares 2,408 $242K 0.07% new 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: not reported; 2024Q4: 9,204 shares; 2025Q1: 9,272 shares; 2025Q2: 9,335 shares; 2025Q3: 9,647 shares; 2025Q4: 9,713 shares 9,713 $241K 0.06% +66 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares 1,254 $232K 0.06% 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: 1,395 shares; 2024Q4: not reported; 2025Q1: 1,396 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,414 shares 1,414 $230K 0.06% +17 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,513 shares; 2025Q1: 1,438 shares; 2025Q2: 1,361 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares 1,351 $228K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 732 shares 732 $225K 0.06% +1 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: 2,924 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,938 shares; 2025Q3: 2,644 shares; 2025Q4: 2,649 shares 2,649 $224K 0.06% +5 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: 5,607 shares; 2024Q4: 5,559 shares; 2025Q1: 5,462 shares; 2025Q2: 4,549 shares; 2025Q3: 4,585 shares; 2025Q4: 4,623 shares 4,623 $217K 0.06% +38 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,525 shares; 2025Q3: not reported; 2025Q4: 3,268 shares 3,268 $204K 0.05% 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: 10,220 shares; 2024Q4: 10,134 shares; 2025Q1: 6,742 shares; 2025Q2: 771 shares; 2025Q3: 640 shares; 2025Q4: 1,042 shares 1,042 $200K 0.05% +402 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: 1,032 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 476 shares; 2025Q3: 407 shares; 2025Q4: 405 shares 405 $198K 0.05% -2 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: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,051 shares; 2025Q4: 971 shares 971 $193K 0.05% -80 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: 10,068 shares; 2024Q4: 10,239 shares; 2025Q1: 10,386 shares; 2025Q2: not reported; 2025Q3: 10,140 shares; 2025Q4: 10,320 shares 10,320 $170K 0.05% +180 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,567 shares; 2024Q4: 8,632 shares; 2025Q1: 8,197 shares; 2025Q2: 8,263 shares; 2025Q3: 8,330 shares; 2025Q4: 8,398 shares 8,398 $161K 0.04% +68 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,597 shares 1,597 $160K 0.04% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares 1,838 $148K 0.04% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,159 shares; 2025Q1: 1,044 shares; 2025Q2: 879 shares; 2025Q3: 763 shares; 2025Q4: 770 shares 770 $147K 0.04% +7 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares 1,598 $146K 0.04% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,712 shares; 2024Q4: 10,197 shares; 2025Q1: 6,398 shares; 2025Q2: 1,733 shares; 2025Q3: 1,740 shares; 2025Q4: 1,750 shares 1,750 $136K 0.04% +10 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: 2,821 shares; 2024Q4: 2,849 shares; 2025Q1: 2,849 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,551 shares 1,551 $133K 0.04% +7 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: 610 shares; 2024Q4: 605 shares; 2025Q1: 607 shares; 2025Q2: 510 shares; 2025Q3: 511 shares; 2025Q4: 452 shares 452 $130K 0.04% -59 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: 2,605 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,153 shares; 2025Q3: 2,171 shares; 2025Q4: 2,174 shares 2,174 $119K 0.03% +3 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: 2,461 shares; 2024Q4: 2,461 shares; 2025Q1: 2,332 shares; 2025Q2: 2,333 shares; 2025Q3: 2,334 shares; 2025Q4: 2,240 shares 2,240 $118K 0.03% -94 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,796 shares; 2025Q1: 1,798 shares; 2025Q2: 1,423 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares 1,430 $118K 0.03% 0 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: 41,239 shares; 2024Q4: 41,939 shares; 2025Q1: 27,933 shares; 2025Q2: 1,877 shares; 2025Q3: 1,685 shares; 2025Q4: 1,686 shares 1,686 $117K 0.03% +1 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: 5,096 shares; 2024Q4: 5,049 shares; 2025Q1: 2,530 shares; 2025Q2: 2,542 shares; 2025Q3: 2,557 shares; 2025Q4: 2,577 shares 2,577 $116K 0.03% +20 Timeline GSIE 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: 5,215 shares; 2024Q4: 5,234 shares; 2025Q1: 2,516 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,579 shares 2,579 $111K 0.03% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,010 shares; 2025Q1: 1,244 shares; 2025Q2: 604 shares; 2025Q3: 607 shares; 2025Q4: 610 shares 610 $111K 0.03% +3 Timeline DWMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 6,612 shares; 2025Q1: 3,685 shares; 2025Q2: 3,284 shares; 2025Q3: 3,303 shares; 2025Q4: 3,322 shares 3,322 $108K 0.03% +19 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,392 shares; 2025Q1: 2,361 shares; 2025Q2: 1,419 shares; 2025Q3: 1,394 shares; 2025Q4: 2,336 shares 2,336 $106K 0.03% +942 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,173 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares 2,346 $101K 0.03% 0 Timeline XBI 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: 666 shares; 2024Q4: 916 shares; 2025Q1: 991 shares; 2025Q2: 809 shares; 2025Q3: 820 shares; 2025Q4: 822 shares 822 $100K 0.03% +2 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 4,275 shares; 2025Q1: 2,827 shares; 2025Q2: 1,380 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares 1,088 $97K 0.03% 0 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: 1,708 shares; 2024Q4: 1,721 shares; 2025Q1: 1,733 shares; 2025Q2: 1,746 shares; 2025Q3: 1,757 shares; 2025Q4: 1,768 shares 1,768 $90.1K 0.02% +11 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920 $89.4K 0.02% 0 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: 1,600 shares; 2024Q4: 1,606 shares; 2025Q1: 1,507 shares; 2025Q2: 360 shares; 2025Q3: 361 shares; 2025Q4: 362 shares 362 $89K 0.02% +1 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 854 shares 854 $88.5K 0.02% +4 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,606 shares; 2025Q1: 1,623 shares; 2025Q2: 1,640 shares; 2025Q3: 1,658 shares; 2025Q4: 1,674 shares 1,674 $84.2K 0.02% +16 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: 236 shares; 2024Q4: 236 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $83.5K 0.02% 0 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: 84 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 115 shares; 2025Q3: 28 shares; 2025Q4: 128 shares 128 $80.3K 0.02% +100 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: 2,344 shares; 2024Q4: 1,036 shares; 2025Q1: 1,067 shares; 2025Q2: 536 shares; 2025Q3: 647 shares; 2025Q4: 1,835 shares 1,835 $78.3K 0.02% +1,188 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares 210 $63.2K 0.02% 0 Timeline XOP 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $63.1K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 706 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 414 shares; 2025Q4: 415 shares 415 $58.5K 0.02% +1 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 470 shares 470 $58.3K 0.02% +12 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,049 shares; 2025Q1: 732 shares; 2025Q2: 733 shares; 2025Q3: 734 shares; 2025Q4: 734 shares 734 $57.1K 0.02% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 920 shares; 2025Q1: 925 shares; 2025Q2: 931 shares; 2025Q3: 1,026 shares; 2025Q4: 1,031 shares 1,031 $56.9K 0.02% +5 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 662 shares; 2025Q1: 666 shares; 2025Q2: 669 shares; 2025Q3: 685 shares; 2025Q4: 622 shares 622 $55K 0.01% -63 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 176 shares 176 $53.2K 0.01% -4 Timeline ENFR 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: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares 1,684 $53K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,455 shares; 2024Q4: 19,217 shares; 2025Q1: 17,317 shares; 2025Q2: 16,901 shares; 2025Q3: 16,601 shares; 2025Q4: 12,701 shares 12,701 $52.5K 0.01% -3,900 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares 454 $50K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,519 shares; 2025Q1: 1,222 shares; 2025Q2: 1,226 shares; 2025Q3: 1,228 shares; 2025Q4: 1,231 shares 1,231 $47K 0.01% +3 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58 $43.7K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 523 shares; 2025Q1: 527 shares; 2025Q2: 533 shares; 2025Q3: 539 shares; 2025Q4: 547 shares 547 $43.6K 0.01% +8 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 195 shares 195 $41.1K 0.01% -70 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares 938 $41K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,098 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690 $40.9K 0.01% 0 Timeline VCR 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: 128 shares; 2024Q4: 128 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102 $40.2K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 126 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 128 shares 128 $38K 0.01% +1 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares 1,421 $35.4K 0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,115 shares; 2025Q1: 1,122 shares; 2025Q2: 1,134 shares; 2025Q3: 1,145 shares; 2025Q4: 1,160 shares 1,160 $34K 0.01% +15 Timeline FSTA 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: 668 shares; 2024Q4: 669 shares; 2025Q1: 682 shares; 2025Q2: 685 shares; 2025Q3: 687 shares; 2025Q4: 679 shares 679 $33.4K 0.01% -8 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 119 shares 119 $33.2K 0.01% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503 shares 503 $31.6K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares 259 $31.5K 0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares 201 $31.5K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares 93 $30K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 165 shares 165 $29.3K 0.01% -63 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $29.1K 0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 465 shares 465 $28.5K 0.01% +7 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 159 shares; 2025Q1: 161 shares; 2025Q2: 163 shares; 2025Q3: 312 shares; 2025Q4: 316 shares 316 $28.4K 0.01% +4 Timeline FBOT 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: 847 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares 847 $28.2K 0.01% 0 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares 203 $26.9K 0.01% new Timeline CALF 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: 250 shares; 2024Q4: 600 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604 $26.8K 0.01% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,177 shares; 2024Q4: 47,627 shares; 2025Q1: 2,830 shares; 2025Q2: 2,494 shares; 2025Q3: 580 shares; 2025Q4: 586 shares 586 $26.8K 0.01% +6 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares 126 $25.2K 0.01% 0 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: 645 shares; 2024Q4: 648 shares; 2025Q1: 440 shares; 2025Q2: 442 shares; 2025Q3: 444 shares; 2025Q4: 447 shares 447 $24.1K 0.01% +3 Timeline PYZ 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: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 213 shares 213 $23.4K 0.01% -100 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: 197 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 201 shares; 2025Q3: 203 shares; 2025Q4: 205 shares 205 $22.6K 0.01% +2 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: 38,900 shares; 2024Q4: 36,455 shares; 2025Q1: 25,511 shares; 2025Q2: 276 shares; 2025Q3: 277 shares; 2025Q4: 307 shares 307 $21.3K 0.01% +30 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares 179 $20.4K 0.01% 0 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: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 71 shares 71 $17.8K <0.01% -6 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $17.5K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 179 shares 179 $17.3K <0.01% +1 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares 194 $16.2K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 145 shares 145 $16K <0.01% -46 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108 $15.2K <0.01% 0 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 318 shares; 2025Q2: 320 shares; 2025Q3: 321 shares; 2025Q4: 322 shares 322 $15.1K <0.01% +1 Timeline FHLC 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 199 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 201 shares 201 $14.9K <0.01% +1 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $14K <0.01% 0 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares 103 $13.7K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53 $13.6K <0.01% 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: 4,189 shares; 2024Q4: 4,233 shares; 2025Q1: 2,428 shares; 2025Q2: 394 shares; 2025Q3: 1,223 shares; 2025Q4: 406 shares 406 $12.6K <0.01% -817 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: 179 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 142 shares 142 $12.4K <0.01% -18 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 144 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154 $12.4K <0.01% 0 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: 176 shares; 2024Q4: 176 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $11.8K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,056 shares; 2025Q1: 3,056 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 698 shares 698 $11.5K <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 409 shares; 2025Q4: 409 shares 409 $10.8K <0.01% 0 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $10.8K <0.01% 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $10.6K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $10.4K <0.01% 0 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,552 shares; 2024Q4: 11,552 shares; 2025Q1: 11,552 shares; 2025Q2: 11,552 shares; 2025Q3: 11,552 shares; 2025Q4: 11,552 shares 11,552 $10.1K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 107 shares 107 $9.09K <0.01% +1 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares 28 $8.92K <0.01% 0 Timeline SJNK 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 331 shares 331 $8.38K <0.01% -93 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $8.17K <0.01% 0 Timeline RWR 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 81 shares; 2025Q3: 82 shares; 2025Q4: 83 shares 83 $8.16K <0.01% +1 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117 $7.85K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 163 shares 163 $7.67K <0.01% -18 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $7.56K <0.01% 0 Timeline IGV ISHARES TR More: 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: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66 $6.98K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $6.97K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $6.51K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $6.01K <0.01% 0 Timeline HAIL 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: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 172 shares 172 $5.74K <0.01% +2 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $5.69K <0.01% 0 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: 56 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 59 shares 59 $5.6K <0.01% +1 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,599 shares; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 48 shares 48 $5.12K <0.01% +28 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: 171 shares; 2024Q4: 171 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 98 shares 98 $5.07K <0.01% -11 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $4.88K <0.01% 0 Timeline FDIS 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: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $4.53K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 211 shares; 2025Q4: 111 shares 111 $4.25K <0.01% -100 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares 133 $4.02K <0.01% 0 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 40 shares 40 $3.95K <0.01% +1 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48 $3.83K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $3.52K <0.01% 0 Timeline KVLE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares 134 $3.43K <0.01% 0 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: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $3.38K <0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $3.01K <0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $2.61K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 43 shares 43 $2.46K <0.01% +20 Timeline SKYY 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: 16 shares; 2025Q4: 16 shares 16 $2.08K <0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares 41 $1.92K <0.01% 0 Timeline SLQD ISHARES TR More: 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 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $1.88K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $1.72K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33 $1.57K <0.01% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares 10 $1.14K <0.01% new Timeline FTXL 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 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $780 <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $703 <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $660 <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $579 <0.01% 0 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $291 <0.01% 0 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $228 <0.01% 0 Timeline