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: not loaded; 2024Q4: 102,495 shares; 2025Q1: 94,319 shares; 2025Q2: 96,322 shares; 2025Q3: 119,761 shares; 2025Q4: 120,994 shares 120,994 $23.2M 5.19% +1,233 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,966 shares; 2025Q1: 22,080 shares; 2025Q2: 20,980 shares; 2025Q3: 25,950 shares; 2025Q4: 26,181 shares 26,181 $17.9M 4.01% +231 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 248,656 shares; 2025Q1: 310,003 shares; 2025Q2: 314,337 shares; 2025Q3: 297,949 shares; 2025Q4: 303,859 shares 303,859 $15.1M 3.37% +5,910 Timeline LMBS 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 loaded; 2024Q4: 241,984 shares; 2025Q1: 306,728 shares; 2025Q2: 312,260 shares; 2025Q3: 293,912 shares; 2025Q4: 298,570 shares 298,570 $14.9M 3.34% +4,658 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: not loaded; 2024Q4: 117,546 shares; 2025Q1: 143,671 shares; 2025Q2: 145,036 shares; 2025Q3: 136,295 shares; 2025Q4: 133,792 shares 133,792 $14.7M 3.3% -2,503 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 257,116 shares; 2025Q1: 323,928 shares; 2025Q2: 330,667 shares; 2025Q3: 308,419 shares; 2025Q4: 309,472 shares 309,472 $14.2M 3.18% +1,053 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: not loaded; 2024Q4: 48,914 shares; 2025Q1: 45,260 shares; 2025Q2: 47,662 shares; 2025Q3: 48,648 shares; 2025Q4: 48,124 shares 48,124 $13.1M 2.93% -524 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: not loaded; 2024Q4: 35,122 shares; 2025Q1: 36,027 shares; 2025Q2: 42,451 shares; 2025Q3: 41,459 shares; 2025Q4: 83,939 shares 83,939 $12.1M 2.71% +42,480 Timeline SDVY 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 loaded; 2024Q4: 60,814 shares; 2025Q1: 212,743 shares; 2025Q2: 233,877 shares; 2025Q3: 294,652 shares; 2025Q4: 303,071 shares 303,071 $11.6M 2.6% +8,419 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,808 shares; 2025Q1: 99,144 shares; 2025Q2: 176,165 shares; 2025Q3: 238,584 shares; 2025Q4: 244,182 shares 244,182 $11.3M 2.52% +5,598 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: not loaded; 2024Q4: 117,822 shares; 2025Q1: 117,557 shares; 2025Q2: 117,483 shares; 2025Q3: 116,377 shares; 2025Q4: 114,962 shares 114,962 $10M 2.24% -1,415 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: not loaded; 2024Q4: 18,501 shares; 2025Q1: 19,861 shares; 2025Q2: 20,220 shares; 2025Q3: 19,551 shares; 2025Q4: 19,605 shares 19,605 $9.48M 2.12% +54 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: not loaded; 2024Q4: 41,063 shares; 2025Q1: 40,142 shares; 2025Q2: 39,952 shares; 2025Q3: 40,403 shares; 2025Q4: 40,891 shares 40,891 $9.44M 2.11% +488 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,292 shares; 2025Q1: 63,767 shares; 2025Q2: 63,617 shares; 2025Q3: 68,171 shares; 2025Q4: 68,018 shares 68,018 $8.36M 1.87% -153 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: not loaded; 2024Q4: 28,771 shares; 2025Q1: 26,390 shares; 2025Q2: 26,857 shares; 2025Q3: 23,370 shares; 2025Q4: 22,902 shares 22,902 $7.93M 1.77% -468 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: not loaded; 2024Q4: 75,854 shares; 2025Q1: 57,563 shares; 2025Q2: 56,090 shares; 2025Q3: 55,005 shares; 2025Q4: 52,981 shares 52,981 $7.88M 1.76% -2,024 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: not loaded; 2024Q4: 24,072 shares; 2025Q1: 23,688 shares; 2025Q2: 23,946 shares; 2025Q3: 24,354 shares; 2025Q4: 24,299 shares 24,299 $7.61M 1.7% -55 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,186 shares; 2025Q1: 66,235 shares; 2025Q2: 66,446 shares; 2025Q3: 82,382 shares; 2025Q4: 83,568 shares 83,568 $7.07M 1.58% +1,186 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: not loaded; 2024Q4: 62,019 shares; 2025Q1: 55,869 shares; 2025Q2: 56,675 shares; 2025Q3: 61,120 shares; 2025Q4: 61,459 shares 61,459 $6.85M 1.53% +339 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: not loaded; 2024Q4: 50,157 shares; 2025Q1: 64,158 shares; 2025Q2: 65,191 shares; 2025Q3: 60,611 shares; 2025Q4: 60,531 shares 60,531 $6.67M 1.49% -80 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: not loaded; 2024Q4: 33,346 shares; 2025Q1: 35,384 shares; 2025Q2: 35,052 shares; 2025Q3: 35,106 shares; 2025Q4: 35,609 shares 35,609 $6.64M 1.49% +503 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: not loaded; 2024Q4: 13,237 shares; 2025Q1: 8,435 shares; 2025Q2: 8,579 shares; 2025Q3: 10,349 shares; 2025Q4: 10,558 shares 10,558 $6.49M 1.45% +209 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,900 shares; 2025Q1: 9,522 shares; 2025Q2: 9,803 shares; 2025Q3: 11,402 shares; 2025Q4: 11,461 shares 11,461 $5.85M 1.31% +59 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: not loaded; 2024Q4: 17,560 shares; 2025Q1: 16,369 shares; 2025Q2: 16,600 shares; 2025Q3: 19,009 shares; 2025Q4: 19,141 shares 19,141 $5.67M 1.27% +132 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,190 shares; 2025Q1: 17,049 shares; 2025Q2: 17,589 shares; 2025Q3: 21,016 shares; 2025Q4: 21,284 shares 21,284 $5.33M 1.19% +268 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: not loaded; 2024Q4: 37,387 shares; 2025Q1: 42,529 shares; 2025Q2: 43,005 shares; 2025Q3: 43,714 shares; 2025Q4: 43,997 shares 43,997 $5.29M 1.19% +283 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,452 shares; 2025Q1: 63,216 shares; 2025Q2: 64,737 shares; 2025Q3: 61,322 shares; 2025Q4: 62,849 shares 62,849 $5.14M 1.15% +1,527 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,486 shares; 2025Q3: 3,585 shares; 2025Q4: 3,633 shares 3,633 $4.41M 0.99% +48 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,506 shares; 2025Q1: 12,868 shares; 2025Q2: 13,123 shares; 2025Q3: 12,958 shares; 2025Q4: 13,053 shares 13,053 $4.39M 0.98% +95 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: not loaded; 2024Q4: 25,591 shares; 2025Q1: 25,478 shares; 2025Q2: 27,076 shares; 2025Q3: 28,032 shares; 2025Q4: 28,292 shares 28,292 $4.35M 0.97% +260 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: not loaded; 2024Q4: 6,453 shares; 2025Q1: 6,191 shares; 2025Q2: 6,370 shares; 2025Q3: 6,262 shares; 2025Q4: 6,283 shares 6,283 $4.15M 0.93% +21 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: not loaded; 2024Q4: 4,426 shares; 2025Q1: 4,085 shares; 2025Q2: 4,322 shares; 2025Q3: 4,433 shares; 2025Q4: 4,484 shares 4,484 $3.87M 0.87% +51 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,725 shares; 2025Q1: 28,475 shares; 2025Q2: 28,834 shares; 2025Q3: 29,935 shares; 2025Q4: 30,172 shares 30,172 $3.78M 0.85% +237 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,981 shares; 2025Q1: 13,998 shares; 2025Q2: 14,154 shares; 2025Q3: 15,532 shares; 2025Q4: 15,871 shares 15,871 $3.61M 0.81% +339 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: not loaded; 2024Q4: 3,757 shares; 2025Q1: 3,766 shares; 2025Q2: 3,816 shares; 2025Q3: 3,279 shares; 2025Q4: 3,273 shares 3,273 $3.52M 0.79% -6 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: not loaded; 2024Q4: 10,509 shares; 2025Q1: 10,730 shares; 2025Q2: 10,919 shares; 2025Q3: 11,357 shares; 2025Q4: 11,482 shares 11,482 $3.51M 0.79% +125 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,970 shares 27,970 $3.37M 0.75% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,618 shares; 2025Q1: 24,294 shares; 2025Q2: 24,270 shares; 2025Q3: 25,932 shares; 2025Q4: 26,519 shares 26,519 $3.12M 0.7% +587 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,956 shares; 2025Q1: 12,285 shares; 2025Q2: 13,705 shares; 2025Q3: 12,247 shares; 2025Q4: 25,121 shares 25,121 $3M 0.67% +12,874 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,304 shares; 2025Q4: 30,169 shares 30,169 $2.98M 0.67% +24,865 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,261 shares; 2025Q1: 13,441 shares; 2025Q2: 13,698 shares; 2025Q3: 14,271 shares; 2025Q4: 14,482 shares 14,482 $2.97M 0.67% +211 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,900 shares; 2025Q2: 43,700 shares; 2025Q3: 44,743 shares; 2025Q4: 45,580 shares 45,580 $2.96M 0.66% +837 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,317 shares; 2025Q4: 64,558 shares 64,558 $2.95M 0.66% +53,241 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 19,025 shares 19,025 $2.91M 0.65% +18,286 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,197 shares; 2025Q1: 56,238 shares; 2025Q2: 45,977 shares; 2025Q3: 47,923 shares; 2025Q4: 49,337 shares 49,337 $2.7M 0.6% +1,414 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,553 shares; 2025Q2: 43,865 shares; 2025Q3: 40,739 shares; 2025Q4: 41,231 shares 41,231 $2.63M 0.59% +492 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: not loaded; 2024Q4: 19,727 shares; 2025Q1: 18,617 shares; 2025Q2: 18,638 shares; 2025Q3: 16,580 shares; 2025Q4: 16,766 shares 16,766 $2.6M 0.58% +186 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: not loaded; 2024Q4: 23,217 shares; 2025Q1: 21,142 shares; 2025Q2: 21,142 shares; 2025Q3: 21,128 shares; 2025Q4: 20,839 shares 20,839 $2.57M 0.58% -289 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,070 shares; 2025Q2: 14,449 shares; 2025Q3: 15,220 shares; 2025Q4: 15,237 shares 15,237 $2.53M 0.57% +17 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,762 shares; 2025Q4: 13,796 shares 13,796 $2.49M 0.56% +2,034 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,306 shares; 2025Q1: 5,115 shares; 2025Q2: 5,159 shares; 2025Q3: 5,093 shares; 2025Q4: 5,188 shares 5,188 $2.43M 0.54% +95 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,239 shares; 2025Q2: 17,396 shares; 2025Q3: 13,001 shares; 2025Q4: 13,157 shares 13,157 $2.1M 0.47% +156 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,359 shares; 2025Q3: 11,450 shares; 2025Q4: 12,215 shares 12,215 $1.97M 0.44% +765 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: not loaded; 2024Q4: 9,225 shares; 2025Q1: 7,898 shares; 2025Q2: 8,030 shares; 2025Q3: 8,742 shares; 2025Q4: 8,910 shares 8,910 $1.81M 0.41% +168 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: not loaded; 2024Q4: 31,779 shares; 2025Q1: 29,141 shares; 2025Q2: 26,420 shares; 2025Q3: 21,237 shares; 2025Q4: 41,905 shares 41,905 $1.79M 0.4% +20,668 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,015 shares; 2025Q1: 15,803 shares; 2025Q2: 12,279 shares; 2025Q3: 10,443 shares; 2025Q4: 11,467 shares 11,467 $1.78M 0.4% +1,024 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,262 shares; 2025Q1: 12,266 shares; 2025Q2: 12,271 shares; 2025Q3: 12,274 shares; 2025Q4: 12,279 shares 12,279 $1.72M 0.38% +5 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: not loaded; 2024Q4: 4,720 shares; 2025Q1: 4,713 shares; 2025Q2: 5,389 shares; 2025Q3: 5,222 shares; 2025Q4: 5,218 shares 5,218 $1.68M 0.38% -4 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: not loaded; 2024Q4: 5,405 shares; 2025Q1: 5,490 shares; 2025Q2: 5,277 shares; 2025Q3: 5,082 shares; 2025Q4: 5,276 shares 5,276 $1.66M 0.37% +194 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,377 shares; 2025Q1: 25,726 shares; 2025Q2: 26,241 shares; 2025Q3: 26,380 shares; 2025Q4: 26,750 shares 26,750 $1.63M 0.36% +370 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,697 shares; 2025Q1: 33,512 shares; 2025Q2: 30,347 shares; 2025Q3: 30,386 shares; 2025Q4: 29,242 shares 29,242 $1.6M 0.36% -1,144 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,650 shares; 2025Q2: 2,710 shares; 2025Q3: 2,821 shares; 2025Q4: 2,719 shares 2,719 $1.54M 0.35% -102 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,458 shares; 2025Q4: 51,402 shares 51,402 $1.5M 0.34% +42,944 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,393 shares; 2025Q3: 8,573 shares; 2025Q4: 8,757 shares 8,757 $1.48M 0.33% +184 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,835 shares; 2025Q2: 10,696 shares; 2025Q3: 10,779 shares; 2025Q4: 11,165 shares 11,165 $1.48M 0.33% +386 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,363 shares; 2025Q1: 16,726 shares; 2025Q2: 18,335 shares; 2025Q3: 18,203 shares; 2025Q4: 17,959 shares 17,959 $1.44M 0.32% -244 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,234 shares; 2025Q1: 9,846 shares; 2025Q2: 9,938 shares; 2025Q3: 9,817 shares; 2025Q4: 7,249 shares 7,249 $1.44M 0.32% -2,568 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,319 shares; 2025Q1: 19,315 shares; 2025Q2: 19,498 shares; 2025Q3: 19,985 shares; 2025Q4: 19,939 shares 19,939 $1.42M 0.32% -46 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: not loaded; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 1,527 shares; 2025Q3: 1,673 shares; 2025Q4: 15,106 shares 15,106 $1.42M 0.32% +13,433 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: not loaded; 2024Q4: 3,154 shares; 2025Q1: 2,943 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares 2,979 $1.41M 0.32% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,764 shares; 2025Q1: 7,811 shares; 2025Q2: 7,755 shares; 2025Q3: 7,942 shares; 2025Q4: 8,339 shares 8,339 $1.34M 0.3% +397 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,567 shares 25,567 $1.3M 0.29% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,774 shares; 2025Q1: 27,196 shares; 2025Q2: 25,032 shares; 2025Q3: 23,750 shares; 2025Q4: 24,525 shares 24,525 $1.29M 0.29% +775 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,415 shares; 2025Q2: 21,020 shares; 2025Q3: 20,688 shares; 2025Q4: 21,454 shares 21,454 $1.29M 0.29% +766 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: not loaded; 2024Q4: 6,481 shares; 2025Q1: 6,393 shares; 2025Q2: 6,521 shares; 2025Q3: 8,464 shares; 2025Q4: 8,131 shares 8,131 $1.24M 0.28% -333 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: not loaded; 2024Q4: 5,584 shares; 2025Q1: 5,698 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 5,844 shares 5,844 $1.23M 0.28% 0 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: not loaded; 2024Q4: 52,254 shares; 2025Q1: 16,566 shares; 2025Q2: 16,649 shares; 2025Q3: 14,080 shares; 2025Q4: 16,634 shares 16,634 $1.16M 0.26% +2,554 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,712 shares; 2025Q4: 15,372 shares 15,372 $1.14M 0.26% -1,340 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: not loaded; 2024Q4: 9,890 shares; 2025Q1: 14,746 shares; 2025Q2: 14,778 shares; 2025Q3: 14,832 shares; 2025Q4: 16,954 shares 16,954 $1.14M 0.26% +2,122 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,411 shares; 2025Q1: 29,142 shares; 2025Q2: 29,511 shares; 2025Q3: 30,054 shares; 2025Q4: 31,729 shares 31,729 $1.13M 0.25% +1,675 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: not loaded; 2024Q4: 2,092 shares; 2025Q1: 2,112 shares; 2025Q2: 2,071 shares; 2025Q3: 2,053 shares; 2025Q4: 1,967 shares 1,967 $1.13M 0.25% -86 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,899 shares; 2025Q3: 14,174 shares; 2025Q4: 14,914 shares 14,914 $1.12M 0.25% +740 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,963 shares; 2025Q1: 24,397 shares; 2025Q2: 24,075 shares; 2025Q3: 22,129 shares; 2025Q4: 24,289 shares 24,289 $1.12M 0.25% +2,160 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,289 shares; 2025Q1: 4,203 shares; 2025Q2: 4,217 shares; 2025Q3: 4,367 shares; 2025Q4: 4,346 shares 4,346 $1.11M 0.25% -21 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: not loaded; 2024Q4: 128,779 shares; 2025Q1: 12,340 shares; 2025Q2: 11,487 shares; 2025Q3: 11,120 shares; 2025Q4: 10,954 shares 10,954 $1.09M 0.24% -166 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,646 shares; 2025Q3: 4,780 shares; 2025Q4: 4,966 shares 4,966 $1.09M 0.24% +186 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: not loaded; 2024Q4: 1,617 shares; 2025Q1: 1,623 shares; 2025Q2: 1,499 shares; 2025Q3: 5,179 shares; 2025Q4: 5,221 shares 5,221 $1.08M 0.24% +42 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: not loaded; 2024Q4: 1,241 shares; 2025Q1: 1,245 shares; 2025Q2: 1,285 shares; 2025Q3: 1,469 shares; 2025Q4: 1,569 shares 1,569 $1.07M 0.24% +100 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: not loaded; 2024Q4: 3,141 shares; 2025Q1: 3,136 shares; 2025Q2: 3,171 shares; 2025Q3: 3,273 shares; 2025Q4: 3,252 shares 3,252 $1.06M 0.24% -21 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,930 shares; 2025Q3: 5,980 shares; 2025Q4: 6,311 shares 6,311 $1.03M 0.23% +331 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,305 shares; 2025Q2: 10,169 shares; 2025Q3: 10,375 shares; 2025Q4: 13,931 shares 13,931 $999K 0.22% +3,556 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: not loaded; 2024Q4: 1,668 shares; 2025Q1: 1,648 shares; 2025Q2: 1,651 shares; 2025Q3: 1,626 shares; 2025Q4: 1,583 shares 1,583 $993K 0.22% -43 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: not loaded; 2024Q4: 2,096 shares; 2025Q1: 1,918 shares; 2025Q2: 2,023 shares; 2025Q3: 1,855 shares; 2025Q4: 2,153 shares 2,153 $968K 0.22% +298 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,002 shares; 2025Q1: 11,853 shares; 2025Q2: 11,769 shares; 2025Q3: 11,590 shares; 2025Q4: 9,994 shares 9,994 $961K 0.22% -1,596 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: not loaded; 2024Q4: 3,980 shares; 2025Q1: 4,650 shares; 2025Q2: 9,037 shares; 2025Q3: 10,655 shares; 2025Q4: 12,225 shares 12,225 $950K 0.21% +1,570 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,126 shares; 2025Q1: 5,639 shares; 2025Q2: 5,718 shares; 2025Q3: 6,016 shares; 2025Q4: 5,885 shares 5,885 $949K 0.21% -131 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,209 shares; 2025Q3: 3,269 shares; 2025Q4: 3,443 shares 3,443 $940K 0.21% +174 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: not loaded; 2024Q4: 8,884 shares; 2025Q1: 11,694 shares; 2025Q2: 11,743 shares; 2025Q3: 11,713 shares; 2025Q4: 11,500 shares 11,500 $933K 0.21% -213 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,375 shares; 2025Q1: 1,286 shares; 2025Q2: 9,759 shares; 2025Q3: 9,647 shares; 2025Q4: 10,026 shares 10,026 $914K 0.2% +379 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: not loaded; 2024Q4: 1,549 shares; 2025Q1: 1,560 shares; 2025Q2: 1,607 shares; 2025Q3: 1,715 shares; 2025Q4: 1,787 shares 1,787 $898K 0.2% +72 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,009 shares; 2025Q2: 3,004 shares; 2025Q3: 3,181 shares; 2025Q4: 3,361 shares 3,361 $882K 0.2% +180 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,315 shares 26,315 $876K 0.2% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,449 shares; 2025Q1: 14,136 shares; 2025Q2: 14,180 shares; 2025Q3: 14,184 shares; 2025Q4: 12,173 shares 12,173 $845K 0.19% -2,011 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: not loaded; 2024Q4: 10,024 shares; 2025Q1: 8,608 shares; 2025Q2: 9,064 shares; 2025Q3: 9,150 shares; 2025Q4: 18,651 shares 18,651 $834K 0.19% +9,501 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: not loaded; 2024Q4: 18,013 shares; 2025Q1: 4,659 shares; 2025Q2: 4,604 shares; 2025Q3: 4,460 shares; 2025Q4: 5,701 shares 5,701 $817K 0.18% +1,241 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 loaded; 2024Q4: 4,259 shares; 2025Q1: 4,271 shares; 2025Q2: 4,344 shares; 2025Q3: 4,359 shares; 2025Q4: 4,181 shares 4,181 $815K 0.18% -178 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: not loaded; 2024Q4: 1,553 shares; 2025Q1: 1,083 shares; 2025Q2: 1,034 shares; 2025Q3: 981 shares; 2025Q4: 981 shares 981 $739K 0.17% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,260 shares; 2025Q1: 4,065 shares; 2025Q2: 4,185 shares; 2025Q3: 4,225 shares; 2025Q4: 4,225 shares 4,225 $723K 0.16% 0 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,376 shares; 2025Q1: 16,376 shares; 2025Q2: 16,376 shares; 2025Q3: 16,376 shares; 2025Q4: 16,376 shares 16,376 $702K 0.16% 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: not loaded; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: 6,240 shares; 2025Q3: 6,144 shares; 2025Q4: 5,628 shares 5,628 $672K 0.15% -516 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: not loaded; 2024Q4: 1,720 shares; 2025Q1: 1,787 shares; 2025Q2: 1,886 shares; 2025Q3: 1,931 shares; 2025Q4: 1,913 shares 1,913 $658K 0.15% -18 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares 1,617 $641K 0.14% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,107 shares; 2025Q1: 5,107 shares; 2025Q2: 5,107 shares; 2025Q3: 5,107 shares; 2025Q4: 5,107 shares 5,107 $634K 0.14% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,582 shares; 2025Q1: 22,660 shares; 2025Q2: 23,221 shares; 2025Q3: 23,670 shares; 2025Q4: 22,772 shares 22,772 $617K 0.14% -898 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,812 shares; 2025Q1: 22,850 shares; 2025Q2: 23,053 shares; 2025Q3: 23,808 shares; 2025Q4: 24,596 shares 24,596 $566K 0.13% +788 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,761 shares; 2025Q4: 6,345 shares 6,345 $556K 0.12% -416 Timeline IYY ISHARES TR More: 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 loaded; 2024Q4: 3,397 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,293 shares 3,293 $546K 0.12% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,635 shares; 2025Q1: 1,644 shares; 2025Q2: 1,711 shares; 2025Q3: 1,722 shares; 2025Q4: 1,706 shares 1,706 $543K 0.12% -16 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: not loaded; 2024Q4: 4,407 shares; 2025Q1: 3,944 shares; 2025Q2: 4,078 shares; 2025Q3: 3,708 shares; 2025Q4: 3,786 shares 3,786 $543K 0.12% +78 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares; 2025Q4: 2,762 shares 2,762 $479K 0.11% +718 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: not loaded; 2024Q4: 3,363 shares; 2025Q1: 3,309 shares; 2025Q2: 2,914 shares; 2025Q3: 2,876 shares; 2025Q4: 2,385 shares 2,385 $476K 0.11% -491 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,457 shares; 2025Q1: 5,255 shares; 2025Q2: 4,865 shares; 2025Q3: 4,123 shares; 2025Q4: 4,471 shares 4,471 $471K 0.11% +348 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: not loaded; 2024Q4: 2,613 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,199 shares; 2025Q4: 2,174 shares 2,174 $461K 0.1% -25 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: not loaded; 2024Q4: 7,191 shares; 2025Q1: 7,289 shares; 2025Q2: 7,949 shares; 2025Q3: 7,958 shares; 2025Q4: 7,939 shares 7,939 $458K 0.1% -19 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,362 shares; 2025Q2: 7,680 shares; 2025Q3: 7,739 shares; 2025Q4: 8,052 shares 8,052 $456K 0.1% +313 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: not loaded; 2024Q4: 1,961 shares; 2025Q1: 1,957 shares; 2025Q2: 2,127 shares; 2025Q3: 2,017 shares; 2025Q4: 1,997 shares 1,997 $456K 0.1% -20 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,214 shares; 2025Q2: 5,410 shares; 2025Q3: 5,523 shares; 2025Q4: 6,021 shares 6,021 $451K 0.1% +498 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: not loaded; 2024Q4: 3,081 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,763 shares; 2025Q4: 9,826 shares 9,826 $446K 0.1% +5,063 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,040 shares; 2025Q1: 18,040 shares; 2025Q2: 17,640 shares; 2025Q3: 17,640 shares; 2025Q4: 17,640 shares 17,640 $444K 0.1% 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: not loaded; 2024Q4: 1,304 shares; 2025Q1: 1,250 shares; 2025Q2: 1,474 shares; 2025Q3: 2,412 shares; 2025Q4: 2,207 shares 2,207 $422K 0.09% -205 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,131 shares; 2025Q1: 2,086 shares; 2025Q2: 2,140 shares; 2025Q3: 2,177 shares; 2025Q4: 1,951 shares 1,951 $418K 0.09% -226 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 loaded; 2024Q4: 1,408 shares; 2025Q1: 1,421 shares; 2025Q2: 1,349 shares; 2025Q3: 1,355 shares; 2025Q4: 1,342 shares 1,342 $413K 0.09% -13 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,194 shares 3,194 $412K 0.09% new 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 loaded; 2024Q4: 4,606 shares; 2025Q1: 4,923 shares; 2025Q2: 4,529 shares; 2025Q3: 4,316 shares; 2025Q4: 4,316 shares 4,316 $397K 0.09% 0 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: not loaded; 2024Q4: 2,104 shares; 2025Q1: 2,305 shares; 2025Q2: 2,457 shares; 2025Q3: 2,391 shares; 2025Q4: 2,315 shares 2,315 $396K 0.09% -76 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,750 shares; 2025Q1: 4,634 shares; 2025Q2: 2,180 shares; 2025Q3: 2,061 shares; 2025Q4: 3,468 shares 3,468 $395K 0.09% +1,407 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,332 shares; 2025Q1: 10,066 shares; 2025Q2: 10,027 shares; 2025Q3: 9,686 shares; 2025Q4: 9,620 shares 9,620 $388K 0.09% -66 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: not loaded; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares 2,734 $386K 0.09% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,143 shares; 2025Q1: 4,346 shares; 2025Q2: 4,342 shares; 2025Q3: 4,342 shares; 2025Q4: 4,126 shares 4,126 $382K 0.09% -216 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: not loaded; 2024Q4: 9,578 shares; 2025Q1: 8,266 shares; 2025Q2: 8,319 shares; 2025Q3: 8,313 shares; 2025Q4: 5,245 shares 5,245 $375K 0.08% -3,068 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: not loaded; 2024Q4: 3,272 shares; 2025Q1: 3,342 shares; 2025Q2: 3,338 shares; 2025Q3: 3,188 shares; 2025Q4: 3,183 shares 3,183 $373K 0.08% -5 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: not loaded; 2024Q4: 937 shares; 2025Q1: 752 shares; 2025Q2: 775 shares; 2025Q3: 751 shares; 2025Q4: 749 shares 749 $362K 0.08% -2 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 loaded; 2024Q4: 13,170 shares; 2025Q1: 13,242 shares; 2025Q2: 14,627 shares; 2025Q3: 14,549 shares; 2025Q4: 14,257 shares 14,257 $354K 0.08% -292 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 loaded; 2024Q4: 2,106 shares; 2025Q1: 2,142 shares; 2025Q2: 2,238 shares; 2025Q3: 2,111 shares; 2025Q4: 1,990 shares 1,990 $345K 0.08% -121 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 1,126 shares; 2025Q4: 1,017 shares 1,017 $341K 0.08% -109 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 loaded; 2024Q4: 34,399 shares; 2025Q1: 15,833 shares; 2025Q2: 11,845 shares; 2025Q3: 2,589 shares; 2025Q4: 1,883 shares 1,883 $335K 0.07% -706 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,422 shares; 2025Q1: 4,242 shares; 2025Q2: 4,051 shares; 2025Q3: 4,051 shares; 2025Q4: 4,051 shares 4,051 $334K 0.07% 0 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: not loaded; 2024Q4: 2,753 shares; 2025Q1: 2,691 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares 2,691 $328K 0.07% 0 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: not loaded; 2024Q4: 4,236 shares; 2025Q1: 4,716 shares; 2025Q2: 4,294 shares; 2025Q3: 4,040 shares; 2025Q4: 3,971 shares 3,971 $306K 0.07% -69 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,313 shares 3,313 $306K 0.07% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,020 shares; 2025Q1: 2,362 shares; 2025Q2: 1,016 shares; 2025Q3: 1,004 shares; 2025Q4: 888 shares 888 $305K 0.07% -116 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: not loaded; 2024Q4: 5,043 shares; 2025Q1: 4,846 shares; 2025Q2: 2,985 shares; 2025Q3: 3,084 shares; 2025Q4: 3,152 shares 3,152 $300K 0.07% +68 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: not loaded; 2024Q4: 7,925 shares; 2025Q1: 7,777 shares; 2025Q2: 7,935 shares; 2025Q3: 6,370 shares; 2025Q4: 612 shares 612 $300K 0.07% -5,758 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: not loaded; 2024Q4: 776 shares; 2025Q1: 702 shares; 2025Q2: 788 shares; 2025Q3: 805 shares; 2025Q4: 855 shares 855 $300K 0.07% +50 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares 2,694 $287K 0.06% 0 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: not loaded; 2024Q4: 21,925 shares; 2025Q1: 26,512 shares; 2025Q2: 7,617 shares; 2025Q3: 7,199 shares; 2025Q4: 5,289 shares 5,289 $285K 0.06% -1,910 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares 971 $280K 0.06% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,072 shares; 2025Q1: 18,072 shares; 2025Q2: 18,648 shares; 2025Q3: 18,072 shares; 2025Q4: 16,800 shares 16,800 $277K 0.06% -1,272 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 975 shares; 2025Q3: 966 shares; 2025Q4: 967 shares 967 $276K 0.06% +1 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: not loaded; 2024Q4: 975 shares; 2025Q1: 943 shares; 2025Q2: 973 shares; 2025Q3: 787 shares; 2025Q4: 744 shares 744 $275K 0.06% -43 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,076 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 566 shares; 2025Q4: 566 shares 566 $272K 0.06% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,765 shares; 2025Q1: 9,931 shares; 2025Q2: 9,924 shares; 2025Q3: 10,379 shares; 2025Q4: 9,999 shares 9,999 $269K 0.06% -380 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: not loaded; 2024Q4: 15,285 shares; 2025Q1: 5,228 shares; 2025Q2: 4,171 shares; 2025Q3: 2,350 shares; 2025Q4: 2,011 shares 2,011 $266K 0.06% -339 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 546 shares 546 $266K 0.06% 0 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: not loaded; 2024Q4: 4,123 shares; 2025Q1: 3,383 shares; 2025Q2: 3,500 shares; 2025Q3: 2,954 shares; 2025Q4: 2,811 shares 2,811 $263K 0.06% -143 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 421 shares; 2025Q3: 413 shares; 2025Q4: 396 shares 396 $259K 0.06% -17 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 1,080 shares; 2025Q4: 1,114 shares 1,114 $258K 0.06% +34 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $257K 0.06% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,159 shares; 2025Q1: 1,167 shares; 2025Q2: 1,198 shares; 2025Q3: 1,309 shares; 2025Q4: 1,302 shares 1,302 $254K 0.06% -7 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,642 shares; 2025Q3: 2,548 shares; 2025Q4: 2,465 shares 2,465 $251K 0.06% -83 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares 4,250 $247K 0.06% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,255 shares; 2025Q1: 2,257 shares; 2025Q2: 2,338 shares; 2025Q3: 2,265 shares; 2025Q4: 2,266 shares 2,266 $241K 0.05% +1 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,203 shares; 2025Q1: 26,692 shares; 2025Q2: 4,074 shares; 2025Q3: 3,865 shares; 2025Q4: 3,628 shares 3,628 $239K 0.05% -237 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: not loaded; 2024Q4: 1,561 shares; 2025Q1: 1,513 shares; 2025Q2: 1,542 shares; 2025Q3: 1,549 shares; 2025Q4: 1,517 shares 1,517 $234K 0.05% -32 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,416 shares; 2025Q1: 5,083 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $232K 0.05% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,921 shares 3,921 $229K 0.05% new 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: not loaded; 2024Q4: 9,140 shares; 2025Q1: 4,382 shares; 2025Q2: 3,613 shares; 2025Q3: 2,419 shares; 2025Q4: 2,530 shares 2,530 $226K 0.05% +111 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,509 shares; 2025Q2: 3,353 shares; 2025Q3: not reported; 2025Q4: 3,520 shares 3,520 $225K 0.05% new Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,100 shares; 2025Q1: 3,600 shares; 2025Q2: 3,500 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $223K 0.05% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,197 shares; 2025Q1: 7,322 shares; 2025Q2: 6,637 shares; 2025Q3: 3,760 shares; 2025Q4: 3,245 shares 3,245 $222K 0.05% -515 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,072 shares 9,072 $218K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182 shares 1,182 $217K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares 1,579 $216K 0.05% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,475 shares; 2025Q3: 4,458 shares; 2025Q4: 4,508 shares 4,508 $216K 0.05% +50 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,363 shares; 2025Q1: 974 shares; 2025Q2: 926 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $213K 0.05% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,859 shares 2,859 $212K 0.05% -8 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 766 shares; 2025Q4: 757 shares 757 $208K 0.05% -9 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: not loaded; 2024Q4: 5,988 shares; 2025Q1: 6,041 shares; 2025Q2: 6,390 shares; 2025Q3: 5,966 shares; 2025Q4: 5,113 shares 5,113 $208K 0.05% -853 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: not loaded; 2024Q4: 831 shares; 2025Q1: 804 shares; 2025Q2: 765 shares; 2025Q3: 641 shares; 2025Q4: 630 shares 630 $208K 0.05% -11 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 662 shares 662 $201K 0.05% new Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $19.6K <0.01% 0 Timeline