BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,101 shares; 2024Q4: 238,800 shares; 2025Q1: 322,897 shares; 2025Q2: 313,886 shares; 2025Q3: 304,845 shares; 2025Q4: 299,499 shares 299,499 $10.3M 10.69% -5,346 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,374 shares; 2025Q4: 57,730 shares 57,730 $5.78M 6.02% +7,356 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,093 shares; 2024Q4: 27,490 shares; 2025Q1: 28,208 shares; 2025Q2: 27,955 shares; 2025Q3: 28,812 shares; 2025Q4: 29,927 shares 29,927 $3.19M 3.33% +1,115 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: 7,018 shares; 2024Q4: 3,865 shares; 2025Q1: 11,128 shares; 2025Q2: 37,037 shares; 2025Q3: 25,584 shares; 2025Q4: 34,472 shares 34,472 $3.15M 3.28% +8,888 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: 11,504 shares; 2024Q4: 9,103 shares; 2025Q1: 10,437 shares; 2025Q2: 9,718 shares; 2025Q3: 9,827 shares; 2025Q4: 9,863 shares 9,863 $2.68M 2.79% +36 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,057 shares; 2024Q4: 37,764 shares; 2025Q1: 39,291 shares; 2025Q2: 39,409 shares; 2025Q3: 47,658 shares; 2025Q4: 49,852 shares 49,852 $2.21M 2.31% +2,194 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: 59,748 shares; 2024Q4: 26,375 shares; 2025Q1: 27,671 shares; 2025Q2: 27,440 shares; 2025Q3: 34,011 shares; 2025Q4: 35,595 shares 35,595 $2.02M 2.11% +1,584 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,069 shares; 2024Q4: 42,810 shares; 2025Q1: 50,019 shares; 2025Q2: 46,767 shares; 2025Q3: 40,414 shares; 2025Q4: 39,636 shares 39,636 $1.98M 2.06% -778 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: 4,439 shares; 2024Q4: 3,356 shares; 2025Q1: 3,771 shares; 2025Q2: 3,791 shares; 2025Q3: 3,801 shares; 2025Q4: 3,932 shares 3,932 $1.9M 1.98% +131 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,495 shares; 2024Q4: 12,714 shares; 2025Q1: 16,328 shares; 2025Q2: 30,391 shares; 2025Q3: 32,068 shares; 2025Q4: 36,790 shares 36,790 $1.72M 1.79% +4,722 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: 3,237 shares; 2024Q4: 1,254 shares; 2025Q1: 2,481 shares; 2025Q2: 1,852 shares; 2025Q3: 1,819 shares; 2025Q4: 1,864 shares 1,864 $1.28M 1.33% +45 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,475 shares; 2024Q4: 29,340 shares; 2025Q1: 30,842 shares; 2025Q2: 28,162 shares; 2025Q3: 25,067 shares; 2025Q4: 23,005 shares 23,005 $1.18M 1.23% -2,062 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: 3,940 shares; 2024Q4: 3,463 shares; 2025Q1: 3,666 shares; 2025Q2: 3,675 shares; 2025Q3: 3,673 shares; 2025Q4: 3,663 shares 3,663 $1.12M 1.17% -10 Timeline BUFT 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: 58,379 shares; 2024Q4: 18,400 shares; 2025Q1: 45,078 shares; 2025Q2: 45,054 shares; 2025Q3: 45,054 shares; 2025Q4: 44,664 shares 44,664 $1.1M 1.14% -390 Timeline PSFF 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: 4,613 shares; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 1,115 shares; 2025Q3: 7,431 shares; 2025Q4: 33,708 shares 33,708 $1.09M 1.14% +26,277 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: 4,195 shares; 2024Q4: 3,149 shares; 2025Q1: 4,045 shares; 2025Q2: 4,053 shares; 2025Q3: 4,078 shares; 2025Q4: 3,971 shares 3,971 $907K 0.95% -107 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: 6,505 shares; 2024Q4: 2,186 shares; 2025Q1: 3,144 shares; 2025Q2: 3,120 shares; 2025Q3: 2,937 shares; 2025Q4: 2,752 shares 2,752 $861K 0.9% -185 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: 18,746 shares; 2024Q4: 11,935 shares; 2025Q1: 12,248 shares; 2025Q2: 12,588 shares; 2025Q3: 16,660 shares; 2025Q4: 17,558 shares 17,558 $823K 0.86% +898 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 449 shares; 2025Q1: 1,753 shares; 2025Q2: 1,690 shares; 2025Q3: 1,639 shares; 2025Q4: 1,617 shares 1,617 $813K 0.85% -22 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: 9,692 shares; 2024Q4: 2,116 shares; 2025Q1: 7,232 shares; 2025Q2: 7,576 shares; 2025Q3: 7,447 shares; 2025Q4: 8,399 shares 8,399 $808K 0.84% +952 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: 6,311 shares; 2024Q4: 1,964 shares; 2025Q1: 3,254 shares; 2025Q2: 3,376 shares; 2025Q3: 3,958 shares; 2025Q4: 4,113 shares 4,113 $767K 0.8% +155 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: 8,522 shares; 2025Q4: 11,137 shares 11,137 $734K 0.76% +2,615 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: 6,652 shares; 2024Q4: 5,328 shares; 2025Q1: 5,954 shares; 2025Q2: 5,961 shares; 2025Q3: 6,044 shares; 2025Q4: 6,015 shares 6,015 $724K 0.75% -29 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 1,965 shares; 2025Q1: 6,285 shares; 2025Q2: 6,557 shares; 2025Q3: 6,412 shares; 2025Q4: 6,856 shares 6,856 $702K 0.73% +444 Timeline PSFD 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: 10,994 shares; 2024Q4: 8,392 shares; 2025Q1: 18,691 shares; 2025Q2: 18,691 shares; 2025Q3: 18,519 shares; 2025Q4: 18,516 shares 18,516 $692K 0.72% -3 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: 20,393 shares; 2024Q4: 5,552 shares; 2025Q1: 11,147 shares; 2025Q2: 11,062 shares; 2025Q3: 15,569 shares; 2025Q4: 15,689 shares 15,689 $673K 0.7% +120 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: 6,839 shares; 2025Q2: 7,891 shares; 2025Q3: 7,696 shares; 2025Q4: 8,199 shares 8,199 $619K 0.64% +503 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,976 shares; 2025Q3: 15,604 shares; 2025Q4: 6,827 shares 6,827 $583K 0.61% -8,777 Timeline BUFG 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: 35,953 shares; 2024Q4: 17,392 shares; 2025Q1: 22,678 shares; 2025Q2: 22,668 shares; 2025Q3: 22,037 shares; 2025Q4: 21,140 shares 21,140 $582K 0.61% -897 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: 42,802 shares; 2024Q4: 16,410 shares; 2025Q1: 20,784 shares; 2025Q2: 19,974 shares; 2025Q3: 22,023 shares; 2025Q4: 23,722 shares 23,722 $532K 0.55% +1,699 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: 5,927 shares; 2024Q4: 1,629 shares; 2025Q1: 2,435 shares; 2025Q2: 2,342 shares; 2025Q3: 2,248 shares; 2025Q4: 2,266 shares 2,266 $523K 0.54% +18 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,159 shares; 2025Q1: 14,159 shares; 2025Q2: 15,593 shares; 2025Q3: 12,895 shares; 2025Q4: 12,642 shares 12,642 $522K 0.54% -253 Timeline SLYG 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: 22,846 shares; 2024Q4: 9,355 shares; 2025Q1: 10,094 shares; 2025Q2: 9,519 shares; 2025Q3: 5,404 shares; 2025Q4: 5,496 shares 5,496 $518K 0.54% +92 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 1,777 shares; 2025Q1: 5,830 shares; 2025Q2: 94 shares; 2025Q3: 9,039 shares; 2025Q4: 20,697 shares 20,697 $514K 0.54% +11,658 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: 4,981 shares; 2024Q4: not reported; 2025Q1: 4,450 shares; 2025Q2: 4,441 shares; 2025Q3: 4,203 shares; 2025Q4: 4,030 shares 4,030 $505K 0.53% -173 Timeline PSFJ 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: 17,363 shares; 2024Q4: 10,865 shares; 2025Q1: 10,865 shares; 2025Q2: 14,145 shares; 2025Q3: 14,736 shares; 2025Q4: 14,736 shares 14,736 $489K 0.51% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 2,735 shares; 2025Q1: 2,973 shares; 2025Q2: 2,968 shares; 2025Q3: 3,252 shares; 2025Q4: 3,343 shares 3,343 $480K 0.5% +91 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 192 shares; 2025Q1: 348 shares; 2025Q2: 1,354 shares; 2025Q3: 1,376 shares; 2025Q4: 1,365 shares 1,365 $470K 0.49% -11 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 5,426 shares; 2025Q1: 6,173 shares; 2025Q2: 5,356 shares; 2025Q3: 4,878 shares; 2025Q4: 4,955 shares 4,955 $458K 0.48% +77 Timeline MDYV 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: 9,580 shares; 2024Q4: 5,774 shares; 2025Q1: 6,563 shares; 2025Q2: 5,742 shares; 2025Q3: 5,242 shares; 2025Q4: 5,327 shares 5,327 $451K 0.47% +85 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,882 shares; 2025Q1: 9,504 shares; 2025Q2: 9,982 shares; 2025Q3: 9,563 shares; 2025Q4: 8,743 shares 8,743 $439K 0.46% -820 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: 56,188 shares; 2024Q4: 19,886 shares; 2025Q1: 25,496 shares; 2025Q2: 24,460 shares; 2025Q3: 18,177 shares; 2025Q4: 19,046 shares 19,046 $439K 0.46% +869 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 2,394 shares; 2025Q1: 2,905 shares; 2025Q2: 2,938 shares; 2025Q3: 3,052 shares; 2025Q4: 3,093 shares 3,093 $418K 0.44% +41 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: 10,015 shares; 2024Q4: 4,213 shares; 2025Q1: 5,315 shares; 2025Q2: 5,124 shares; 2025Q3: 4,744 shares; 2025Q4: 4,957 shares 4,957 $415K 0.43% +213 Timeline DNOV 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: 9,399 shares; 2024Q4: 6,100 shares; 2025Q1: 8,330 shares; 2025Q2: 8,330 shares; 2025Q3: 8,330 shares; 2025Q4: 8,330 shares 8,330 $407K 0.42% 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: 28,830 shares; 2024Q4: 6,593 shares; 2025Q1: 8,896 shares; 2025Q2: 8,476 shares; 2025Q3: 14,117 shares; 2025Q4: 15,241 shares 15,241 $403K 0.42% +1,124 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: 4,150 shares; 2024Q4: 1,689 shares; 2025Q1: 4,493 shares; 2025Q2: 4,621 shares; 2025Q3: 4,355 shares; 2025Q4: 4,113 shares 4,113 $400K 0.42% -242 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 9,398 shares; 2025Q1: 12,321 shares; 2025Q2: 12,321 shares; 2025Q3: 12,321 shares; 2025Q4: 12,321 shares 12,321 $380K 0.4% 0 Timeline JQUA 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: 19,086 shares; 2024Q4: 5,256 shares; 2025Q1: 5,341 shares; 2025Q2: 5,376 shares; 2025Q3: 5,574 shares; 2025Q4: 5,868 shares 5,868 $371K 0.39% +294 Timeline PSFO 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: 10,632 shares; 2024Q4: 7,262 shares; 2025Q1: 7,562 shares; 2025Q2: 7,562 shares; 2025Q3: 7,210 shares; 2025Q4: 11,434 shares 11,434 $370K 0.39% +4,224 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: 9,405 shares; 2024Q4: 5,343 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,216 shares; 2025Q4: 5,216 shares 5,216 $365K 0.38% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,191 shares; 2024Q4: 3,338 shares; 2025Q1: 3,815 shares; 2025Q2: 3,828 shares; 2025Q3: 3,916 shares; 2025Q4: 3,869 shares 3,869 $361K 0.38% -47 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,631 shares; 2024Q4: 10,673 shares; 2025Q1: 10,673 shares; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 10,334 shares 10,334 $359K 0.37% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 519 shares; 2025Q2: 6,764 shares; 2025Q3: 9,666 shares; 2025Q4: 10,661 shares 10,661 $357K 0.37% +995 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: 1,227 shares; 2024Q4: 527 shares; 2025Q1: 628 shares; 2025Q2: 641 shares; 2025Q3: 626 shares; 2025Q4: 609 shares 609 $348K 0.36% -17 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,358 shares; 2024Q4: 4,377 shares; 2025Q1: 4,913 shares; 2025Q2: 7,480 shares; 2025Q3: 8,569 shares; 2025Q4: 8,875 shares 8,875 $347K 0.36% +306 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: 13,479 shares; 2024Q4: 7,614 shares; 2025Q1: 10,313 shares; 2025Q2: 10,206 shares; 2025Q3: 10,943 shares; 2025Q4: 11,348 shares 11,348 $343K 0.36% +405 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,907 shares; 2024Q4: 944 shares; 2025Q1: 103 shares; 2025Q2: 3,041 shares; 2025Q3: 4,050 shares; 2025Q4: 6,151 shares 6,151 $332K 0.35% +2,101 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: 4,557 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 1,848 shares; 2025Q4: 1,780 shares 1,780 $326K 0.34% -68 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 6,914 shares; 2025Q1: 6,914 shares; 2025Q2: 6,914 shares; 2025Q3: 6,914 shares; 2025Q4: 6,600 shares 6,600 $325K 0.34% -314 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: 1,985 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares 1,980 $317K 0.33% 0 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: 2,020 shares; 2024Q4: 817 shares; 2025Q1: 1,035 shares; 2025Q2: 926 shares; 2025Q3: 860 shares; 2025Q4: 873 shares 873 $306K 0.32% +13 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 3,511 shares; 2025Q1: 3,729 shares; 2025Q2: 6,050 shares; 2025Q3: 7,022 shares; 2025Q4: 6,944 shares 6,944 $305K 0.32% -78 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,538 shares; 2024Q4: 8,020 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 8,637 shares; 2025Q4: 8,637 shares 8,637 $303K 0.32% 0 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 5,082 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $302K 0.31% 0 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 5,644 shares; 2025Q3: 7,875 shares; 2025Q4: 8,519 shares 8,519 $301K 0.31% +644 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: 2,101 shares; 2024Q4: 766 shares; 2025Q1: 1,038 shares; 2025Q2: 1,058 shares; 2025Q3: 957 shares; 2025Q4: 952 shares 952 $299K 0.31% -5 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,181 shares; 2025Q1: 7,181 shares; 2025Q2: 7,181 shares; 2025Q3: 7,181 shares; 2025Q4: 7,181 shares 7,181 $298K 0.31% 0 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: 5,318 shares; 2024Q4: 3,252 shares; 2025Q1: 3,645 shares; 2025Q2: 2,991 shares; 2025Q3: 3,097 shares; 2025Q4: 2,665 shares 2,665 $297K 0.31% -432 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 10,257 shares; 2025Q1: 16,764 shares; 2025Q2: 13,558 shares; 2025Q3: 12,823 shares; 2025Q4: 12,823 shares 12,823 $295K 0.31% 0 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: 8,374 shares; 2024Q4: 4,095 shares; 2025Q1: 6,897 shares; 2025Q2: 6,788 shares; 2025Q3: 7,050 shares; 2025Q4: 7,216 shares 7,216 $294K 0.31% +166 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 1,694 shares; 2025Q1: 1,905 shares; 2025Q2: 5,016 shares; 2025Q3: 5,930 shares; 2025Q4: 6,185 shares 6,185 $287K 0.3% +255 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: 370 shares; 2024Q4: 85 shares; 2025Q1: 246 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 722 shares 722 $286K 0.3% +103 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: 3,026 shares; 2024Q4: 1,528 shares; 2025Q1: 1,808 shares; 2025Q2: 1,808 shares; 2025Q3: 1,839 shares; 2025Q4: 1,842 shares 1,842 $281K 0.29% +3 Timeline SLYV 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: 6,262 shares; 2024Q4: 3,546 shares; 2025Q1: 4,167 shares; 2025Q2: 3,547 shares; 2025Q3: 2,967 shares; 2025Q4: 2,988 shares 2,988 $272K 0.28% +21 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: 2,446 shares; 2024Q4: 1,353 shares; 2025Q1: 1,855 shares; 2025Q2: 1,581 shares; 2025Q3: 1,358 shares; 2025Q4: 1,294 shares 1,294 $252K 0.26% -64 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 812 shares; 2025Q4: 12,212 shares 12,212 $243K 0.25% +11,400 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,596 shares; 2025Q4: 1,711 shares 1,711 $241K 0.25% -1,885 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,942 shares; 2025Q1: 7,665 shares; 2025Q2: 7,665 shares; 2025Q3: 7,693 shares; 2025Q4: 7,527 shares 7,527 $238K 0.25% -166 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: 378 shares; 2024Q4: 68 shares; 2025Q1: 165 shares; 2025Q2: 266 shares; 2025Q3: 331 shares; 2025Q4: 360 shares 360 $238K 0.25% +29 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,933 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,297 shares; 2025Q4: 5,297 shares 5,297 $235K 0.25% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 1,040 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 4,449 shares; 2025Q4: 4,407 shares 4,407 $233K 0.24% -42 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: 1,277 shares; 2024Q4: 744 shares; 2025Q1: 1,194 shares; 2025Q2: 1,159 shares; 2025Q3: 1,083 shares; 2025Q4: 1,070 shares 1,070 $221K 0.23% -13 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: 526 shares; 2024Q4: 222 shares; 2025Q1: 329 shares; 2025Q2: 342 shares; 2025Q3: 633 shares; 2025Q4: 639 shares 639 $221K 0.23% +6 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: 161 shares; 2024Q4: 127 shares; 2025Q1: 203 shares; 2025Q2: 200 shares; 2025Q3: 212 shares; 2025Q4: 205 shares 205 $220K 0.23% -7 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 6,804 shares; 2025Q1: 7,319 shares; 2025Q2: 7,286 shares; 2025Q3: 7,286 shares; 2025Q4: 7,286 shares 7,286 $216K 0.23% 0 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,195 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 5,370 shares; 2025Q4: 5,369 shares 5,369 $211K 0.22% -1 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 3,317 shares; 2025Q1: 3,457 shares; 2025Q2: 4,593 shares; 2025Q3: 5,091 shares; 2025Q4: 5,209 shares 5,209 $203K 0.21% +118 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,892 shares; 2024Q4: 3,756 shares; 2025Q1: 4,518 shares; 2025Q2: 4,518 shares; 2025Q3: 4,518 shares; 2025Q4: 4,518 shares 4,518 $203K 0.21% 0 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: 1,250 shares; 2024Q4: 415 shares; 2025Q1: 699 shares; 2025Q2: 695 shares; 2025Q3: 692 shares; 2025Q4: 582 shares 582 $200K 0.21% -110 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,458 shares; 2024Q4: 297 shares; 2025Q1: 839 shares; 2025Q2: 3,033 shares; 2025Q3: 3,943 shares; 2025Q4: 4,196 shares 4,196 $197K 0.21% +253 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,029 shares; 2025Q1: 1,668 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 3,018 shares 3,018 $194K 0.2% +327 Timeline FMAY 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: 3,028 shares; 2024Q4: 2,401 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,562 shares; 2025Q4: 3,562 shares 3,562 $190K 0.2% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 218 shares; 2025Q1: 313 shares; 2025Q2: 320 shares; 2025Q3: 342 shares; 2025Q4: 338 shares 338 $187K 0.19% -4 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: 825 shares; 2024Q4: 300 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 574 shares; 2025Q4: 576 shares 576 $186K 0.19% +2 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,074 shares; 2025Q1: 2,337 shares; 2025Q2: 4,476 shares; 2025Q3: 4,476 shares; 2025Q4: 4,476 shares 4,476 $185K 0.19% 0 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 reported; 2024Q4: 1,120 shares; 2025Q1: 1,207 shares; 2025Q2: 1,219 shares; 2025Q3: 1,208 shares; 2025Q4: 1,202 shares 1,202 $185K 0.19% -6 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 482 shares; 2025Q1: 653 shares; 2025Q2: 727 shares; 2025Q3: 696 shares; 2025Q4: 665 shares 665 $178K 0.19% -31 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: 8,351 shares; 2024Q4: 2,493 shares; 2025Q1: 9,221 shares; 2025Q2: 2,394 shares; 2025Q3: 1,502 shares; 2025Q4: 1,608 shares 1,608 $177K 0.18% +106 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,992 shares; 2025Q1: 4,688 shares; 2025Q2: 4,688 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares 4,250 $176K 0.18% 0 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: 3,093 shares; 2024Q4: 1,378 shares; 2025Q1: 2,235 shares; 2025Q2: 2,012 shares; 2025Q3: 1,556 shares; 2025Q4: 1,529 shares 1,529 $174K 0.18% -27 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: 285 shares; 2024Q4: 103 shares; 2025Q1: 179 shares; 2025Q2: 182 shares; 2025Q3: 191 shares; 2025Q4: 199 shares 199 $172K 0.18% +8 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: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares 1,014 $170K 0.18% 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: 1,210 shares; 2024Q4: 548 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 991 shares; 2025Q4: 975 shares 975 $167K 0.17% -16 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,003 shares; 2025Q1: 2,003 shares; 2025Q2: 2,003 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares 2,982 $167K 0.17% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,663 shares; 2024Q4: 1,900 shares; 2025Q1: 3,463 shares; 2025Q2: 5,432 shares; 2025Q3: 3,761 shares; 2025Q4: 3,761 shares 3,761 $163K 0.17% 0 Timeline GRID 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: 1,716 shares; 2025Q2: 1,136 shares; 2025Q3: 1,060 shares; 2025Q4: 1,062 shares 1,062 $163K 0.17% +2 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: 775 shares; 2024Q4: 390 shares; 2025Q1: 467 shares; 2025Q2: 479 shares; 2025Q3: 497 shares; 2025Q4: 501 shares 501 $162K 0.17% +4 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: 565 shares; 2024Q4: 164 shares; 2025Q1: 288 shares; 2025Q2: 325 shares; 2025Q3: 331 shares; 2025Q4: 360 shares 360 $162K 0.17% +29 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 147 shares; 2025Q1: 201 shares; 2025Q2: 209 shares; 2025Q3: 242 shares; 2025Q4: 242 shares 242 $160K 0.17% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 3,523 shares; 2025Q1: 3,193 shares; 2025Q2: 3,173 shares; 2025Q3: 3,659 shares; 2025Q4: 3,659 shares 3,659 $160K 0.17% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,933 shares; 2024Q4: 1,007 shares; 2025Q1: 4,895 shares; 2025Q2: 5,007 shares; 2025Q3: 4,913 shares; 2025Q4: 4,233 shares 4,233 $158K 0.16% -680 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: 782 shares; 2024Q4: 782 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 827 shares; 2025Q4: 828 shares 828 $158K 0.16% +1 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 4,878 shares; 2025Q1: 6,241 shares; 2025Q2: 6,241 shares; 2025Q3: 6,286 shares; 2025Q4: 6,286 shares 6,286 $157K 0.16% 0 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 254 shares; 2025Q2: 216 shares; 2025Q3: 338 shares; 2025Q4: 227 shares 227 $155K 0.16% -111 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: 3,249 shares; 2024Q4: 931 shares; 2025Q1: 2,017 shares; 2025Q2: 1,931 shares; 2025Q3: 1,711 shares; 2025Q4: 1,607 shares 1,607 $154K 0.16% -104 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 1,614 shares; 2025Q1: 2,912 shares; 2025Q2: 2,846 shares; 2025Q3: 2,977 shares; 2025Q4: 3,006 shares 3,006 $153K 0.16% +29 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: 451 shares; 2024Q4: 22 shares; 2025Q1: 367 shares; 2025Q2: 228 shares; 2025Q3: 229 shares; 2025Q4: 541 shares 541 $148K 0.15% +312 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: 612 shares; 2024Q4: 314 shares; 2025Q1: 373 shares; 2025Q2: 384 shares; 2025Q3: 246 shares; 2025Q4: 253 shares 253 $147K 0.15% +7 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 1,658 shares; 2025Q1: 1,980 shares; 2025Q2: 4,020 shares; 2025Q3: 3,610 shares; 2025Q4: 3,638 shares 3,638 $146K 0.15% +28 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 554 shares; 2025Q1: 773 shares; 2025Q2: 797 shares; 2025Q3: 868 shares; 2025Q4: 870 shares 870 $146K 0.15% +2 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,431 shares; 2025Q2: 1,331 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares 4,811 $142K 0.15% 0 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: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares; 2025Q4: 2,818 shares 2,818 $142K 0.15% 0 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: 8,135 shares; 2024Q4: 4,602 shares; 2025Q1: 5,838 shares; 2025Q2: 5,838 shares; 2025Q3: 5,696 shares; 2025Q4: 5,696 shares 5,696 $141K 0.15% 0 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: 1,712 shares; 2024Q4: 200 shares; 2025Q1: 1,096 shares; 2025Q2: 1,097 shares; 2025Q3: 496 shares; 2025Q4: 475 shares 475 $141K 0.15% -21 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: 1,806 shares; 2024Q4: 779 shares; 2025Q1: 1,240 shares; 2025Q2: 1,262 shares; 2025Q3: 1,358 shares; 2025Q4: 1,330 shares 1,330 $140K 0.15% -28 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 357 shares; 2025Q1: 3,992 shares; 2025Q2: 3,140 shares; 2025Q3: 2,235 shares; 2025Q4: 2,102 shares 2,102 $140K 0.15% -133 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: 455 shares; 2024Q4: 170 shares; 2025Q1: 230 shares; 2025Q2: 240 shares; 2025Q3: 258 shares; 2025Q4: 264 shares 264 $138K 0.14% +6 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,342 shares; 2024Q4: 2,242 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares 2,812 $137K 0.14% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 578 shares; 2025Q4: 2,706 shares 2,706 $135K 0.14% +2,128 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 86 shares; 2025Q1: 139 shares; 2025Q2: 137 shares; 2025Q3: 120 shares; 2025Q4: 126 shares 126 $135K 0.14% +6 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 325 shares; 2025Q1: 627 shares; 2025Q2: 607 shares; 2025Q3: 651 shares; 2025Q4: 630 shares 630 $134K 0.14% -21 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 629 shares; 2025Q1: 1,155 shares; 2025Q2: 1,188 shares; 2025Q3: 1,269 shares; 2025Q4: 1,228 shares 1,228 $129K 0.13% -41 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: 662 shares; 2024Q4: 380 shares; 2025Q1: 456 shares; 2025Q2: 431 shares; 2025Q3: 503 shares; 2025Q4: 590 shares 590 $128K 0.13% +87 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,331 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 4,740 shares; 2025Q4: 4,740 shares 4,740 $127K 0.13% 0 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 reported; 2024Q4: 238 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 878 shares; 2025Q4: 883 shares 883 $127K 0.13% +5 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 2,989 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares 3,146 $126K 0.13% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,496 shares; 2024Q4: 2,543 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares 3,077 $125K 0.13% 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: 2,451 shares; 2024Q4: 1,698 shares; 2025Q1: 2,054 shares; 2025Q2: 2,003 shares; 2025Q3: 2,241 shares; 2025Q4: 2,441 shares 2,441 $123K 0.13% +200 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: 1,454 shares; 2024Q4: 889 shares; 2025Q1: 947 shares; 2025Q2: 974 shares; 2025Q3: 879 shares; 2025Q4: 760 shares 760 $122K 0.13% -119 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 1,011 shares; 2025Q1: 1,588 shares; 2025Q2: 1,637 shares; 2025Q3: 1,775 shares; 2025Q4: 1,798 shares 1,798 $121K 0.13% +23 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,133 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares 1,616 $120K 0.12% 0 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 3,303 shares; 2025Q2: 3,303 shares; 2025Q3: 3,303 shares; 2025Q4: 3,303 shares 3,303 $119K 0.12% 0 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: 209 shares; 2024Q4: 65 shares; 2025Q1: 154 shares; 2025Q2: 165 shares; 2025Q3: 197 shares; 2025Q4: 445 shares 445 $118K 0.12% +248 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: 5,186 shares; 2024Q4: 561 shares; 2025Q1: 1,833 shares; 2025Q2: 1,630 shares; 2025Q3: 1,551 shares; 2025Q4: 1,530 shares 1,530 $118K 0.12% -21 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: 1,981 shares; 2024Q4: 282 shares; 2025Q1: 689 shares; 2025Q2: 676 shares; 2025Q3: 822 shares; 2025Q4: 800 shares 800 $115K 0.12% -22 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: 4,039 shares; 2024Q4: 2,437 shares; 2025Q1: 3,637 shares; 2025Q2: 3,708 shares; 2025Q3: 3,847 shares; 2025Q4: 3,894 shares 3,894 $114K 0.12% +47 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: 550 shares; 2024Q4: 231 shares; 2025Q1: 434 shares; 2025Q2: 440 shares; 2025Q3: 464 shares; 2025Q4: 443 shares 443 $114K 0.12% -21 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: 668 shares; 2024Q4: 277 shares; 2025Q1: 596 shares; 2025Q2: 642 shares; 2025Q3: 678 shares; 2025Q4: 656 shares 656 $114K 0.12% -22 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: 439 shares; 2024Q4: 196 shares; 2025Q1: 281 shares; 2025Q2: 291 shares; 2025Q3: 315 shares; 2025Q4: 322 shares 322 $113K 0.12% +7 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 566 shares; 2025Q1: 2,859 shares; 2025Q2: 1,508 shares; 2025Q3: 1,358 shares; 2025Q4: 1,333 shares 1,333 $112K 0.12% -25 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 732 shares; 2025Q1: 1,021 shares; 2025Q2: 1,042 shares; 2025Q3: 1,131 shares; 2025Q4: 1,144 shares 1,144 $111K 0.12% +13 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 403 shares; 2025Q1: 546 shares; 2025Q2: 569 shares; 2025Q3: 578 shares; 2025Q4: 582 shares 582 $109K 0.11% +4 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,119 shares; 2025Q4: 2,119 shares 2,119 $109K 0.11% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 156 shares; 2025Q1: 282 shares; 2025Q2: 287 shares; 2025Q3: 330 shares; 2025Q4: 322 shares 322 $109K 0.11% -8 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: 542 shares; 2024Q4: 310 shares; 2025Q1: 463 shares; 2025Q2: 482 shares; 2025Q3: 526 shares; 2025Q4: 534 shares 534 $108K 0.11% +8 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares 2,925 $108K 0.11% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 661 shares; 2025Q1: 914 shares; 2025Q2: 903 shares; 2025Q3: 882 shares; 2025Q4: 850 shares 850 $107K 0.11% -32 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,437 shares 2,437 $106K 0.11% +231 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: 600 shares; 2024Q4: 248 shares; 2025Q1: 423 shares; 2025Q2: 399 shares; 2025Q3: 339 shares; 2025Q4: 314 shares 314 $106K 0.11% -25 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: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares 928 $106K 0.11% 0 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: 375 shares; 2024Q4: 215 shares; 2025Q1: 305 shares; 2025Q2: 316 shares; 2025Q3: 338 shares; 2025Q4: 407 shares 407 $105K 0.11% +69 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 386 shares; 2025Q1: 699 shares; 2025Q2: 734 shares; 2025Q3: 790 shares; 2025Q4: 796 shares 796 $104K 0.11% +6 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: not reported; 2025Q1: 780 shares; 2025Q2: 1,801 shares; 2025Q3: 2,251 shares; 2025Q4: 2,402 shares 2,402 $104K 0.11% +151 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 reported; 2024Q4: not reported; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,146 shares; 2025Q4: 2,702 shares 2,702 $104K 0.11% +556 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: 2,678 shares; 2024Q4: 1,103 shares; 2025Q1: 1,866 shares; 2025Q2: 1,796 shares; 2025Q3: 1,894 shares; 2025Q4: 1,882 shares 1,882 $104K 0.11% -12 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,951 shares; 2025Q4: 1,951 shares 1,951 $103K 0.11% 0 Timeline FFEB 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: 2,759 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares 1,797 $102K 0.11% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 1,655 shares; 2025Q1: 2,229 shares; 2025Q2: 2,283 shares; 2025Q3: 2,465 shares; 2025Q4: 2,021 shares 2,021 $101K 0.11% -444 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 688 shares; 2025Q1: 1,752 shares; 2025Q2: 1,786 shares; 2025Q3: 1,800 shares; 2025Q4: 1,813 shares 1,813 $97.6K 0.1% +13 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 1,218 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares 1,885 $97.5K 0.1% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 473 shares; 2025Q3: 529 shares; 2025Q4: 730 shares 730 $96.3K 0.1% +201 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 261 shares; 2025Q1: 385 shares; 2025Q2: 394 shares; 2025Q3: 427 shares; 2025Q4: 430 shares 430 $96K 0.1% +3 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 1,043 shares; 2025Q1: 1,562 shares; 2025Q2: 1,981 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares 2,328 $95.1K 0.1% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares 1,876 $93.9K 0.1% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares 2,371 $93.9K 0.1% 0 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: 404 shares; 2024Q4: 238 shares; 2025Q1: 338 shares; 2025Q2: 349 shares; 2025Q3: 375 shares; 2025Q4: 377 shares 377 $92.9K 0.1% +2 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares 1,889 $92.8K 0.1% 0 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares 2,720 $91.2K 0.1% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 693 shares; 2025Q1: 1,189 shares; 2025Q2: 1,283 shares; 2025Q3: 1,379 shares; 2025Q4: 1,339 shares 1,339 $91.2K 0.1% -40 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 229 shares; 2025Q1: 319 shares; 2025Q2: 316 shares; 2025Q3: 348 shares; 2025Q4: 353 shares 353 $89.5K 0.09% +5 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 57 shares; 2025Q1: 104 shares; 2025Q2: 106 shares; 2025Q3: 114 shares; 2025Q4: 116 shares 116 $88.9K 0.09% +2 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: not reported; 2025Q1: 593 shares; 2025Q2: 1,914 shares; 2025Q3: 2,505 shares; 2025Q4: 2,705 shares 2,705 $88.6K 0.09% +200 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 143 shares; 2025Q1: 201 shares; 2025Q2: 208 shares; 2025Q3: 227 shares; 2025Q4: 231 shares 231 $88.6K 0.09% +4 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: 1,362 shares; 2024Q4: 279 shares; 2025Q1: 368 shares; 2025Q2: 381 shares; 2025Q3: 339 shares; 2025Q4: 363 shares 363 $87.5K 0.09% +24 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 reported; 2024Q4: 116 shares; 2025Q1: 331 shares; 2025Q2: 414 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408 $87.4K 0.09% 0 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: 472 shares; 2024Q4: 132 shares; 2025Q1: 110 shares; 2025Q2: 118 shares; 2025Q3: 117 shares; 2025Q4: 931 shares 931 $87.3K 0.09% +814 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: 1,029 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611 $86.2K 0.09% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 308 shares; 2025Q1: 725 shares; 2025Q2: 640 shares; 2025Q3: 506 shares; 2025Q4: 537 shares 537 $86.1K 0.09% +31 Timeline PSFM 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: 15,530 shares; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 5,699 shares; 2025Q3: 2,688 shares; 2025Q4: 2,688 shares 2,688 $85.6K 0.09% 0 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188 shares; 2025Q2: 1,584 shares; 2025Q3: 2,038 shares; 2025Q4: 2,041 shares 2,041 $84.9K 0.09% +3 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: 732 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares 565 $84K 0.09% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,409 shares; 2025Q4: 1,612 shares 1,612 $81.9K 0.09% +203 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares 1,791 $81K 0.08% 0 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,523 shares; 2025Q2: 1,537 shares; 2025Q3: 1,551 shares; 2025Q4: 1,566 shares 1,566 $78.9K 0.08% +15 Timeline APRJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,194 shares; 2025Q3: 3,194 shares; 2025Q4: 3,194 shares 3,194 $78.7K 0.08% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 699 shares; 2025Q1: 989 shares; 2025Q2: 932 shares; 2025Q3: 983 shares; 2025Q4: 988 shares 988 $78.4K 0.08% +5 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 27 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 347 shares 347 $77.6K 0.08% +312 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 1,162 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,580 shares 1,580 $77.4K 0.08% -329 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 191 shares; 2025Q1: 235 shares; 2025Q2: 284 shares; 2025Q3: 424 shares; 2025Q4: 368 shares 368 $75.4K 0.08% -56 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97 shares; 2025Q2: 1,274 shares; 2025Q3: 1,773 shares; 2025Q4: 1,942 shares 1,942 $75.3K 0.08% +169 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 6 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $75K 0.08% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,387 shares; 2025Q2: 1,388 shares; 2025Q3: 1,389 shares; 2025Q4: 1,394 shares 1,394 $74.9K 0.08% +5 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: 4,248 shares; 2024Q4: 1,236 shares; 2025Q1: 1,730 shares; 2025Q2: 1,730 shares; 2025Q3: 1,764 shares; 2025Q4: 1,636 shares 1,636 $74.7K 0.08% -128 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 335 shares; 2025Q2: 349 shares; 2025Q3: 381 shares; 2025Q4: 403 shares 403 $73.6K 0.08% +22 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 2,249 shares 2,249 $73.4K 0.08% +1,798 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 769 shares 769 $73.1K 0.08% -435 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: 1,902 shares; 2024Q4: 665 shares; 2025Q1: 909 shares; 2025Q2: 892 shares; 2025Q3: 1,021 shares; 2025Q4: 1,205 shares 1,205 $72.4K 0.08% +184 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: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares 361 $72.1K 0.08% 0 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,929 shares; 2025Q2: 2,929 shares; 2025Q3: 2,929 shares; 2025Q4: 2,140 shares 2,140 $71.9K 0.07% -789 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 954 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares; 2025Q4: 1,819 shares 1,819 $71.5K 0.07% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares 1,441 $71.4K 0.07% 0 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: 2,643 shares; 2024Q4: not reported; 2025Q1: 962 shares; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 813 shares 813 $70.9K 0.07% +1 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: not reported; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares 1,702 $70.6K 0.07% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 200 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 287 shares; 2025Q4: 401 shares 401 $70.4K 0.07% +114 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares 2,223 $70.1K 0.07% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares 683 $70K 0.07% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 3,293 shares; 2025Q1: 3,992 shares; 2025Q2: 4,240 shares; 2025Q3: 4,812 shares; 2025Q4: 4,847 shares 4,847 $69.5K 0.07% +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: 52 shares; 2024Q4: 127 shares; 2025Q1: 484 shares; 2025Q2: 544 shares; 2025Q3: 390 shares; 2025Q4: 390 shares 390 $69.3K 0.07% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 534 shares; 2025Q1: 822 shares; 2025Q2: 773 shares; 2025Q3: 450 shares; 2025Q4: 431 shares 431 $69.3K 0.07% -19 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 1,553 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 1,656 shares 1,656 $69.2K 0.07% -727 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: 326 shares; 2024Q4: 210 shares; 2025Q1: 327 shares; 2025Q2: 377 shares; 2025Q3: 389 shares; 2025Q4: 269 shares 269 $69.1K 0.07% -120 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: 320 shares; 2024Q4: 15 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 337 shares; 2025Q4: 354 shares 354 $69.1K 0.07% +17 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: 545 shares; 2024Q4: 281 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 383 shares; 2025Q4: 385 shares 385 $68.3K 0.07% +2 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 1,343 shares; 2025Q3: 1,726 shares; 2025Q4: 1,712 shares 1,712 $67.7K 0.07% -14 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: 1,798 shares; 2024Q4: 864 shares; 2025Q1: 1,199 shares; 2025Q2: 1,314 shares; 2025Q3: 889 shares; 2025Q4: 770 shares 770 $67.4K 0.07% -119 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: 4,126 shares; 2024Q4: 349 shares; 2025Q1: 1,568 shares; 2025Q2: 1,585 shares; 2025Q3: 1,559 shares; 2025Q4: 1,412 shares 1,412 $67.4K 0.07% -147 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 2,185 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 4,125 shares; 2025Q4: 4,149 shares 4,149 $66.7K 0.07% +24 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: 233 shares; 2024Q4: 127 shares; 2025Q1: 161 shares; 2025Q2: 142 shares; 2025Q3: 203 shares; 2025Q4: 236 shares 236 $65K 0.07% +33 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 375 shares; 2025Q1: 544 shares; 2025Q2: 562 shares; 2025Q3: 614 shares; 2025Q4: 618 shares 618 $64.9K 0.07% +4 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest 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: 315 shares; 2025Q4: 315 shares 315 $64.8K 0.07% 0 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares 1,176 $64.5K 0.07% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,425 shares; 2025Q2: 2,433 shares; 2025Q3: 2,440 shares; 2025Q4: 2,447 shares 2,447 $64.2K 0.07% +7 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: 298 shares; 2024Q4: 27 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares 173 $64.1K 0.07% 0 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: 44,718 shares; 2024Q4: 21,016 shares; 2025Q1: 35,220 shares; 2025Q2: 1,209 shares; 2025Q3: 1,249 shares; 2025Q4: 1,263 shares 1,263 $63.9K 0.07% +14 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 867 shares; 2025Q1: 1,053 shares; 2025Q2: 886 shares; 2025Q3: 1,635 shares; 2025Q4: 1,532 shares 1,532 $63.3K 0.07% -103 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,362 shares; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares 1,315 $63.3K 0.07% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 1,165 shares; 2025Q1: 1,511 shares; 2025Q2: 1,514 shares; 2025Q3: 1,400 shares; 2025Q4: 1,411 shares 1,411 $62.9K 0.07% +11 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: 1,292 shares; 2024Q4: 655 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 621 shares; 2025Q4: 538 shares 538 $62.8K 0.07% -83 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,518 shares; 2025Q2: 743 shares; 2025Q3: 619 shares; 2025Q4: 622 shares 622 $61.2K 0.06% +3 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 60 shares; 2025Q3: 437 shares; 2025Q4: 441 shares 441 $60.8K 0.06% +4 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 reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 2,828 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares 1,318 $60.5K 0.06% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 738 shares; 2025Q1: 886 shares; 2025Q2: 150 shares; 2025Q3: 727 shares; 2025Q4: 628 shares 628 $60.4K 0.06% -99 Timeline BIZD 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: 6,273 shares; 2024Q4: 950 shares; 2025Q1: 4,210 shares; 2025Q2: 4,358 shares; 2025Q3: 4,297 shares; 2025Q4: 4,236 shares 4,236 $60.1K 0.06% -61 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 796 shares; 2025Q2: 1,351 shares; 2025Q3: 1,542 shares; 2025Q4: 1,544 shares 1,544 $59.7K 0.06% +2 Timeline DDEC 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: 1,312 shares; 2024Q4: 803 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares 1,312 $59.2K 0.06% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,525 shares; 2025Q2: 7,525 shares; 2025Q3: 7,525 shares; 2025Q4: 7,525 shares 7,525 $58.4K 0.06% 0 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: 227 shares; 2024Q4: 98 shares; 2025Q1: 78 shares; 2025Q2: 83 shares; 2025Q3: 67 shares; 2025Q4: 380 shares 380 $58.2K 0.06% +313 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 804 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares 1,348 $57.7K 0.06% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 476 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares 1,117 $57.6K 0.06% 0 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares 1,439 $57.2K 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: 342 shares; 2024Q4: 94 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 174 shares; 2025Q4: 185 shares 185 $57K 0.06% +11 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares 438 $56.8K 0.06% 0 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: 1,310 shares; 2024Q4: 881 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $56.7K 0.06% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 474 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 657 shares; 2025Q4: 660 shares 660 $56.5K 0.06% +3 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: not reported; 2025Q1: 887 shares; 2025Q2: 982 shares; 2025Q3: 1,682 shares; 2025Q4: 1,682 shares 1,682 $56.4K 0.06% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 314 shares; 2025Q3: 322 shares; 2025Q4: 283 shares 283 $56.2K 0.06% -39 Timeline BILS 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: 576 shares; 2024Q4: 349 shares; 2025Q1: 523 shares; 2025Q2: 534 shares; 2025Q3: 554 shares; 2025Q4: 562 shares 562 $55.8K 0.06% +8 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: 863 shares; 2024Q4: 601 shares; 2025Q1: 600 shares; 2025Q2: 558 shares; 2025Q3: 505 shares; 2025Q4: 505 shares 505 $55.6K 0.06% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 686 shares 686 $55.3K 0.06% 0 Timeline PHYL 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: 3,610 shares; 2024Q4: 1,173 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,677 shares; 2025Q4: 1,556 shares 1,556 $55.2K 0.06% -121 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: 212 shares; 2024Q4: 21 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 1,059 shares; 2025Q4: 1,061 shares 1,061 $54K 0.06% +2 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 186 shares 186 $53.4K 0.06% +124 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: 687 shares; 2024Q4: 528 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 723 shares; 2025Q4: 971 shares 971 $53.2K 0.06% +248 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: 175 shares; 2024Q4: 156 shares; 2025Q1: 197 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 228 shares 228 $52.7K 0.05% +14 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 11 shares; 2025Q1: 25 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26 $52.4K 0.05% 0 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 1,553 shares 1,553 $52.3K 0.05% +588 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: 773 shares; 2024Q4: 183 shares; 2025Q1: 376 shares; 2025Q2: 591 shares; 2025Q3: 729 shares; 2025Q4: 729 shares 729 $52.1K 0.05% 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: 1,354 shares; 2024Q4: 2,233 shares; 2025Q1: 2,377 shares; 2025Q2: 2,377 shares; 2025Q3: 1,035 shares; 2025Q4: 958 shares 958 $51.7K 0.05% -77 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 reported; 2024Q4: 108 shares; 2025Q1: 165 shares; 2025Q2: 125 shares; 2025Q3: 58 shares; 2025Q4: 156 shares 156 $51.5K 0.05% +98 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: 404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 82 shares; 2025Q4: 82 shares 82 $50.4K 0.05% 0 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 900 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,445 shares 1,445 $50.4K 0.05% -10 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: 1,191 shares; 2024Q4: 114 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 465 shares; 2025Q4: 469 shares 469 $50.2K 0.05% +4 Timeline XT 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: 882 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 765 shares; 2025Q4: 720 shares 720 $50.2K 0.05% -45 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: 2,142 shares; 2024Q4: 499 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,035 shares 1,035 $49.5K 0.05% -77 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: 446 shares; 2024Q4: 410 shares; 2025Q1: 426 shares; 2025Q2: 410 shares; 2025Q3: 418 shares; 2025Q4: 410 shares 410 $49.3K 0.05% -8 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 25 shares; 2025Q4: 86 shares 86 $48.7K 0.05% +61 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares 1,709 $47.7K 0.05% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 106 shares; 2025Q1: 143 shares; 2025Q2: 161 shares; 2025Q3: 149 shares; 2025Q4: 159 shares 159 $47.1K 0.05% +10 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 93 shares; 2025Q1: 101 shares; 2025Q2: 102 shares; 2025Q3: 88 shares; 2025Q4: 81 shares 81 $46.5K 0.05% -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: 919 shares; 2024Q4: 18 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 550 shares; 2025Q4: 627 shares 627 $46.1K 0.05% +77 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 586 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 1,100 shares; 2025Q4: 1,108 shares 1,108 $45.6K 0.05% +8 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 35 shares; 2025Q1: 50 shares; 2025Q2: 57 shares; 2025Q3: 86 shares; 2025Q4: 99 shares 99 $44.9K 0.05% +13 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 130 shares; 2025Q3: 188 shares; 2025Q4: 1,011 shares 1,011 $44.7K 0.05% +823 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares 1,113 $44.1K 0.05% 0 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares 1,073 $43.9K 0.05% 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: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $43.9K 0.05% 0 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: 629 shares; 2024Q4: 100 shares; 2025Q1: 114 shares; 2025Q2: 121 shares; 2025Q3: 92 shares; 2025Q4: 76 shares 76 $43.5K 0.05% -16 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 60 shares; 2025Q4: 64 shares 64 $43.1K 0.04% +4 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: not reported; 2025Q1: 682 shares; 2025Q2: 691 shares; 2025Q3: 699 shares; 2025Q4: 708 shares 708 $42.8K 0.04% +9 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 22 shares; 2025Q1: 34 shares; 2025Q2: 114 shares; 2025Q3: 88 shares; 2025Q4: 63 shares 63 $42.6K 0.04% -25 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: 1,962 shares; 2024Q4: 1,104 shares; 2025Q1: 1,339 shares; 2025Q2: 940 shares; 2025Q3: 996 shares; 2025Q4: 1,165 shares 1,165 $42.2K 0.04% +169 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 412 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 529 shares; 2025Q4: 531 shares 531 $41.9K 0.04% +2 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: 44 shares; 2024Q4: 31 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 418 shares; 2025Q4: 426 shares 426 $40.6K 0.04% +8 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 87 shares; 2025Q4: 86 shares 86 $40.4K 0.04% -1 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: 1,443 shares; 2024Q4: 57 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 328 shares 328 $40.3K 0.04% -36 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,012 shares 1,012 $39.8K 0.04% -171 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares 1,464 $39.3K 0.04% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494 $39.1K 0.04% 0 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares 1,444 $38.7K 0.04% 0 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: 901 shares; 2024Q4: 72 shares; 2025Q1: 369 shares; 2025Q2: 303 shares; 2025Q3: 274 shares; 2025Q4: 227 shares 227 $38.5K 0.04% -47 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,677 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 962 shares; 2025Q4: 962 shares 962 $38.5K 0.04% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 119 shares; 2025Q4: 109 shares 109 $38.5K 0.04% -10 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: 133 shares; 2024Q4: 67 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares 79 $38.2K 0.04% 0 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: 121 shares; 2024Q4: 8 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 131 shares; 2025Q4: 130 shares 130 $37.7K 0.04% -1 Timeline FJUN 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: 2,404 shares; 2024Q4: 142 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 659 shares; 2025Q4: 659 shares 659 $37.6K 0.04% 0 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: 1,806 shares; 2024Q4: 243 shares; 2025Q1: 1,160 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 845 shares 845 $37.5K 0.04% -72 Timeline JPEF 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: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares 502 $37.5K 0.04% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 6 shares; 2025Q1: 10 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $37.3K 0.04% 0 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,423 shares 1,423 $37.3K 0.04% new Timeline SUSL 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: 696 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302 $36.6K 0.04% 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: 55 shares; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141 $36.4K 0.04% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 400 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares 414 $36.2K 0.04% 0 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: 481 shares; 2024Q4: 187 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 455 shares; 2025Q4: 434 shares 434 $35.5K 0.04% -21 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 270 shares; 2025Q1: 370 shares; 2025Q2: 287 shares; 2025Q3: 110 shares; 2025Q4: 101 shares 101 $35.3K 0.04% -9 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: 143 shares; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $35.2K 0.04% 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: 386 shares; 2024Q4: 200 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $35K 0.04% 0 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 932 shares 932 $34.9K 0.04% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 201 shares; 2025Q2: 254 shares; 2025Q3: 397 shares; 2025Q4: 445 shares 445 $34.1K 0.04% +48 Timeline FMAR 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: 2,362 shares; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares 715 $33.9K 0.04% 0 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares 458 $33.3K 0.03% 0 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: 514 shares; 2025Q2: 518 shares; 2025Q3: 520 shares; 2025Q4: 529 shares 529 $33K 0.03% +9 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 649 shares; 2025Q3: 842 shares; 2025Q4: 843 shares 843 $32.2K 0.03% +1 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 741 shares; 2025Q3: 960 shares; 2025Q4: 961 shares 961 $32.2K 0.03% +1 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 772 shares; 2025Q3: 1,003 shares; 2025Q4: 1,006 shares 1,006 $32.2K 0.03% +3 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares 2,638 $32K 0.03% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 262 shares; 2025Q1: 427 shares; 2025Q2: 403 shares; 2025Q3: 347 shares; 2025Q4: 369 shares 369 $31.8K 0.03% +22 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 39 shares; 2025Q1: 763 shares; 2025Q2: 777 shares; 2025Q3: 791 shares; 2025Q4: 806 shares 806 $31.8K 0.03% +15 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 307 shares 307 $31.6K 0.03% +183 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 396 shares; 2025Q4: 401 shares 401 $30.6K 0.03% +5 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 410 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 246 shares; 2025Q4: 225 shares 225 $30.5K 0.03% -21 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: not reported; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 873 shares 873 $30.4K 0.03% +579 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: 70 shares; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 79 shares; 2025Q4: 196 shares 196 $30.4K 0.03% +117 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 958 shares 958 $30.3K 0.03% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561 $29.9K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $29.8K 0.03% 0 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: 1,240 shares; 2024Q4: 249 shares; 2025Q1: 585 shares; 2025Q2: 242 shares; 2025Q3: 299 shares; 2025Q4: 300 shares 300 $29.8K 0.03% +1 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares 1,159 $29.6K 0.03% new Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $29K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 17 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 85 shares; 2025Q4: 132 shares 132 $29K 0.03% +47 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 448 shares; 2025Q1: 466 shares; 2025Q2: 524 shares; 2025Q3: 461 shares; 2025Q4: 430 shares 430 $28.9K 0.03% -31 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: 97 shares; 2024Q4: 47 shares; 2025Q1: 107 shares; 2025Q2: 100 shares; 2025Q3: 111 shares; 2025Q4: 140 shares 140 $28.8K 0.03% +29 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 145 shares; 2025Q1: 189 shares; 2025Q2: 202 shares; 2025Q3: 208 shares; 2025Q4: 231 shares 231 $28.7K 0.03% +23 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares 563 $28.6K 0.03% 0 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares 986 $28.5K 0.03% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 439 shares 439 $28.1K 0.03% +281 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 96 shares; 2025Q3: 130 shares; 2025Q4: 777 shares 777 $28.1K 0.03% +647 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 961 shares 961 $27.9K 0.03% 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: 103 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $27.9K 0.03% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 172 shares 172 $27.8K 0.03% -40 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: 102 shares; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 225 shares 225 $27.7K 0.03% +143 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: 386 shares; 2024Q4: 65 shares; 2025Q1: 287 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 291 shares 291 $27.2K 0.03% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 391 shares 391 $26.8K 0.03% +248 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 607 shares 607 $26.7K 0.03% +390 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 284 shares; 2025Q1: 352 shares; 2025Q2: 395 shares; 2025Q3: 379 shares; 2025Q4: 137 shares 137 $26.6K 0.03% -242 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares 142 $26.4K 0.03% 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: 38 shares; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 105 shares 105 $26.3K 0.03% +67 Timeline ESGV 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: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares 217 $26.2K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 239 shares; 2025Q3: 241 shares; 2025Q4: 243 shares 243 $25.9K 0.03% +2 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: 606 shares; 2024Q4: 55 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 220 shares 220 $25.8K 0.03% -33 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 402 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 854 shares 854 $25.5K 0.03% -89 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 310 shares; 2025Q1: 783 shares; 2025Q2: 824 shares; 2025Q3: 638 shares; 2025Q4: 640 shares 640 $25.1K 0.03% +2 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $24.9K 0.03% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: 18 shares; 2025Q3: 29 shares; 2025Q4: 32 shares 32 $24.7K 0.03% +3 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 612 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 794 shares; 2025Q4: 799 shares 799 $24.3K 0.03% +5 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 reported; 2024Q4: 22 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $24.2K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 15 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 328 shares 328 $24.1K 0.03% -57 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: not reported; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares 499 $23.9K 0.02% 0 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: 108 shares; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 96 shares 96 $23.7K 0.02% -14 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares 1,106 $23.5K 0.02% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $23.1K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 16 shares; 2025Q1: 36 shares; 2025Q2: 42 shares; 2025Q3: 51 shares; 2025Q4: 74 shares 74 $23.1K 0.02% +23 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares 312 $23K 0.02% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 69 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 174 shares; 2025Q4: 224 shares 224 $22.9K 0.02% +50 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 29 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 98 shares; 2025Q4: 139 shares 139 $22.5K 0.02% +41 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: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 70 shares 70 $22.3K 0.02% -1 Timeline CAAA 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: 1,087 shares 1,087 $22.3K 0.02% new Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $22.2K 0.02% 0 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: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares 447 $22.2K 0.02% 0 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: 7 shares; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: 180 shares; 2025Q3: 196 shares; 2025Q4: 243 shares 243 $22.2K 0.02% +47 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 131 shares; 2025Q1: 223 shares; 2025Q2: 255 shares; 2025Q3: 286 shares; 2025Q4: 372 shares 372 $21.9K 0.02% +86 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares 765 $21.8K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 30 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 53 shares; 2025Q4: 68 shares 68 $21.1K 0.02% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 382 shares 382 $20.9K 0.02% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 3,055 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $20.7K 0.02% 0 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: 6 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 128 shares 128 $20.6K 0.02% +64 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: 17 shares; 2024Q4: not reported; 2025Q1: 378 shares; 2025Q2: 111 shares; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $20.6K 0.02% 0 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares 531 $20.1K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $20.1K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 119 shares; 2025Q1: 353 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 486 shares 486 $20K 0.02% +2 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 142 shares 142 $19.7K 0.02% -33 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 39 shares; 2025Q1: 46 shares; 2025Q2: 57 shares; 2025Q3: 87 shares; 2025Q4: 139 shares 139 $19.2K 0.02% +52 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: 11 shares; 2024Q4: 14 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 36 shares; 2025Q4: 49 shares 49 $19.1K 0.02% +13 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 216 shares; 2025Q4: 214 shares 214 $19K 0.02% -2 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58 $18.8K 0.02% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 145 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 129 shares; 2025Q4: 117 shares 117 $18.6K 0.02% -12 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 214 shares; 2025Q4: 540 shares 540 $18.6K 0.02% +326 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 18 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 45 shares; 2025Q4: 64 shares 64 $18.5K 0.02% +19 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: 40 shares; 2024Q4: 9 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 27 shares; 2025Q4: 37 shares 37 $18.1K 0.02% +10 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 143 shares; 2025Q3: 145 shares; 2025Q4: 146 shares 146 $18.1K 0.02% +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: 265 shares; 2024Q4: 265 shares; 2025Q1: 320 shares; 2025Q2: 265 shares; 2025Q3: 277 shares; 2025Q4: 265 shares 265 $17.5K 0.02% -12 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 71 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 173 shares 173 $17.5K 0.02% -23 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 379 shares 379 $17.4K 0.02% +100 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: 211 shares; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares 174 $17.4K 0.02% 0 Timeline BGLD 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $17.1K 0.02% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 24 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 53 shares; 2025Q4: 94 shares 94 $17.1K 0.02% +41 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 6 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 6 shares; 2025Q4: 97 shares 97 $16.9K 0.02% +91 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares 462 $16.9K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 15 shares; 2025Q3: 42 shares; 2025Q4: 62 shares 62 $16.8K 0.02% +20 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 54 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 144 shares; 2025Q4: 206 shares 206 $16.8K 0.02% +62 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: 215 shares; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $16.7K 0.02% 0 Timeline DMAY 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: 368 shares; 2024Q4: not reported; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares 368 $16.6K 0.02% 0 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 382 shares; 2025Q1: 551 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 398 shares 398 $16.6K 0.02% -22 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 233 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 608 shares; 2025Q4: 1,009 shares 1,009 $16.4K 0.02% +401 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: 136 shares; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $16.2K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 25 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 280 shares; 2025Q4: 355 shares 355 $16.2K 0.02% +75 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 15 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 113 shares; 2025Q4: 92 shares 92 $16.1K 0.02% -21 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 66 shares 66 $16K 0.02% -21 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 29 shares 29 $16K 0.02% -8 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: 117 shares; 2024Q4: 21 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 34 shares 34 $15.9K 0.02% +3 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 105 shares; 2025Q2: 186 shares; 2025Q3: 142 shares; 2025Q4: 142 shares 142 $15.4K 0.02% 0 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: not reported; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares 326 $15.3K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 596 shares 596 $15.3K 0.02% -205 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 39 shares; 2025Q1: 47 shares; 2025Q2: 59 shares; 2025Q3: 93 shares; 2025Q4: 102 shares 102 $15.2K 0.02% +9 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 113 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 295 shares; 2025Q4: 419 shares 419 $15.1K 0.02% +124 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $14.8K 0.02% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares 483 $14.8K 0.02% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: not reported; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares 424 $14.7K 0.02% 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: 2,577 shares; 2024Q4: 414 shares; 2025Q1: 873 shares; 2025Q2: 876 shares; 2025Q3: 879 shares; 2025Q4: 882 shares 882 $14.5K 0.02% +3 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: 296 shares; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 150 shares; 2025Q3: 166 shares; 2025Q4: 158 shares 158 $14.5K 0.02% -8 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 154 shares 154 $13.9K 0.01% +122 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: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $13.8K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $13.7K 0.01% 0 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: not reported; 2024Q4: 21 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 74 shares 74 $13.7K 0.01% +5 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares 517 $13.6K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 291 shares; 2025Q1: 317 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 197 shares 197 $13.2K 0.01% -178 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares 1,426 $13.2K 0.01% 0 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 16 shares; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 388 shares 388 $13.2K 0.01% +352 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: 41 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 20 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $12.8K 0.01% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 91 shares; 2025Q3: 114 shares; 2025Q4: 221 shares 221 $12.7K 0.01% +107 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 532 shares; 2025Q4: 534 shares 534 $12.7K 0.01% +2 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 35 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares 109 $12.6K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 59 shares; 2025Q1: 70 shares; 2025Q2: 87 shares; 2025Q3: 135 shares; 2025Q4: 152 shares 152 $12.5K 0.01% +17 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 83 shares; 2025Q4: 63 shares 63 $12.4K 0.01% -20 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares 553 $12.4K 0.01% 0 Timeline FAN 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $12.3K 0.01% 0 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 97 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $12.2K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 62 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 256 shares 256 $11.9K 0.01% +98 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares 1,106 $11.9K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 265 shares 265 $11.8K 0.01% -3 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $11.7K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $11.4K 0.01% 0 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: 49 shares; 2024Q4: 50 shares; 2025Q1: 70 shares; 2025Q2: 109 shares; 2025Q3: 100 shares; 2025Q4: 141 shares 141 $11.3K 0.01% +41 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: not reported; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares 332 $11.2K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 35 shares; 2025Q1: 206 shares; 2025Q2: 207 shares; 2025Q3: 208 shares; 2025Q4: 209 shares 209 $11.2K 0.01% +1 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 29 shares; 2025Q1: 76 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $11K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 23 shares; 2025Q4: 18 shares 18 $11K 0.01% -5 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 171 shares 171 $10.9K 0.01% -2 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 22 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $10.9K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 28 shares; 2025Q1: 33 shares; 2025Q2: 40 shares; 2025Q3: 62 shares; 2025Q4: 70 shares 70 $10.6K 0.01% +8 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 205 shares 205 $10.6K 0.01% -86 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 380 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares 439 $10.5K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 58 shares; 2025Q4: 82 shares 82 $10.5K 0.01% +24 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 37 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 299 shares 299 $10.4K 0.01% +134 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC 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: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62 $10.3K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 182 shares 182 $10.3K 0.01% -229 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: 13 shares; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 12 shares; 2025Q3: 19 shares; 2025Q4: 22 shares 22 $10.2K 0.01% +3 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares 18 $10.1K 0.01% -1 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 reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 105 shares 105 $10.1K 0.01% +81 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 29 shares; 2025Q1: 35 shares; 2025Q2: 44 shares; 2025Q3: 67 shares; 2025Q4: 76 shares 76 $9.97K 0.01% +9 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 482 shares; 2025Q1: 45 shares; 2025Q2: 53 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $9.89K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares 436 $9.75K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 51 shares; 2025Q1: 64 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares 79 $9.72K 0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 48 shares 48 $9.65K 0.01% -20 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 15 shares; 2025Q2: 15 shares; 2025Q3: 103 shares; 2025Q4: 143 shares 143 $9.49K 0.01% +40 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares 158 $9.48K 0.01% 0 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: 380 shares; 2024Q4: 380 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $9.47K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA 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: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 74 shares 74 $9.44K 0.01% -31 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 186 shares; 2025Q2: 187 shares; 2025Q3: 109 shares; 2025Q4: 112 shares 112 $9.18K 0.01% +3 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 46 shares; 2025Q1: 69 shares; 2025Q2: 83 shares; 2025Q3: 124 shares; 2025Q4: 141 shares 141 $9.18K 0.01% +17 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 668 shares 668 $9.07K 0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: not reported; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares 134 $9.03K 0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: not reported; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 134 shares 134 $8.98K 0.01% -53 Timeline SUSA 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: 50 shares; 2025Q2: 30 shares; 2025Q3: 17 shares; 2025Q4: 64 shares 64 $8.92K 0.01% +47 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $8.82K 0.01% 0 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares 209 $8.62K 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: 1,205 shares; 2024Q4: 116 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 480 shares; 2025Q4: 491 shares 491 $8.61K 0.01% +11 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 210 shares; 2025Q1: 227 shares; 2025Q2: 231 shares; 2025Q3: 137 shares; 2025Q4: 40 shares 40 $8.59K 0.01% -97 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $8.52K 0.01% 0 Timeline PTIR GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 317 shares 317 $8.47K 0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $8.36K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 71 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $8.25K 0.01% 0 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227 shares 227 $8.14K 0.01% new Timeline APG API GROUP CORP More: the full row for API GROUP 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: 211 shares 211 $8.07K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 617 shares; 2025Q1: 936 shares; 2025Q2: 97 shares; 2025Q3: 111 shares; 2025Q4: 125 shares 125 $7.96K 0.01% +14 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: 72 shares; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $7.93K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: 21 shares; 2025Q3: 31 shares; 2025Q4: 27 shares 27 $7.83K 0.01% -4 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: 315 shares; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $7.76K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 21 shares 21 $7.76K 0.01% +2 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 556 shares 556 $7.73K 0.01% 0 Timeline