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: 110,735 shares; 2024Q4: 111,336 shares; 2025Q1: 112,446 shares; 2025Q2: 115,319 shares; 2025Q3: 118,781 shares; 2025Q4: 120,998 shares 120,998 $84.1M 9.72% +2,217 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,307 shares; 2024Q4: 373,174 shares; 2025Q1: 382,661 shares; 2025Q2: 393,384 shares; 2025Q3: 394,040 shares; 2025Q4: 390,424 shares 390,424 $42.7M 4.93% -3,616 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: 35,464 shares; 2024Q4: 39,328 shares; 2025Q1: 42,592 shares; 2025Q2: 52,857 shares; 2025Q3: 59,668 shares; 2025Q4: 60,708 shares 60,708 $42M 4.86% +1,040 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,311 shares; 2024Q4: 139,715 shares; 2025Q1: 116,485 shares; 2025Q2: 115,521 shares; 2025Q3: 114,707 shares; 2025Q4: 113,571 shares 113,571 $39M 4.51% -1,136 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,542 shares; 2024Q4: 487,911 shares; 2025Q1: 517,244 shares; 2025Q2: 525,641 shares; 2025Q3: 523,955 shares; 2025Q4: 538,609 shares 538,609 $38.9M 4.5% +14,654 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,643 shares; 2024Q4: 112,118 shares; 2025Q1: 111,576 shares; 2025Q2: 118,800 shares; 2025Q3: 129,530 shares; 2025Q4: 133,201 shares 133,201 $34.1M 3.94% +3,671 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: 182,163 shares; 2024Q4: 180,042 shares; 2025Q1: 179,208 shares; 2025Q2: 179,208 shares; 2025Q3: 180,126 shares; 2025Q4: 179,086 shares 179,086 $27M 3.13% -1,040 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,152 shares; 2024Q4: 440,979 shares; 2025Q1: 439,846 shares; 2025Q2: 447,138 shares; 2025Q3: 462,699 shares; 2025Q4: 476,863 shares 476,863 $25.8M 2.98% +14,164 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: 106,714 shares; 2024Q4: 104,745 shares; 2025Q1: 103,434 shares; 2025Q2: 101,104 shares; 2025Q3: 100,030 shares; 2025Q4: 99,108 shares 99,108 $25.7M 2.97% -922 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,954 shares; 2024Q4: 104,819 shares; 2025Q1: 104,087 shares; 2025Q2: 108,759 shares; 2025Q3: 108,445 shares; 2025Q4: 105,465 shares 105,465 $23.5M 2.72% -2,980 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,665 shares; 2024Q4: 74,844 shares; 2025Q1: 82,684 shares; 2025Q2: 92,378 shares; 2025Q3: 96,478 shares; 2025Q4: 104,050 shares 104,050 $21.1M 2.44% +7,572 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: 42,387 shares; 2024Q4: 42,279 shares; 2025Q1: 42,533 shares; 2025Q2: 42,898 shares; 2025Q3: 43,820 shares; 2025Q4: 44,098 shares 44,098 $19M 2.19% +278 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: 53,877 shares; 2024Q4: 54,373 shares; 2025Q1: 54,388 shares; 2025Q2: 55,167 shares; 2025Q3: 54,980 shares; 2025Q4: 54,713 shares 54,713 $18.5M 2.14% -267 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164,957 shares; 2025Q3: 170,425 shares; 2025Q4: 168,763 shares 168,763 $16.9M 1.95% -1,662 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,877 shares; 2024Q4: 140,442 shares; 2025Q1: 151,622 shares; 2025Q2: 160,169 shares; 2025Q3: 160,363 shares; 2025Q4: 160,364 shares 160,364 $16.9M 1.95% +1 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,982 shares; 2024Q4: 41,131 shares; 2025Q1: 43,501 shares; 2025Q2: 49,486 shares; 2025Q3: 49,460 shares; 2025Q4: 48,471 shares 48,471 $16.8M 1.94% -989 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: 68,190 shares; 2024Q4: 67,927 shares; 2025Q1: 68,168 shares; 2025Q2: 68,077 shares; 2025Q3: 68,167 shares; 2025Q4: 68,346 shares 68,346 $16.4M 1.89% +179 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,438 shares; 2024Q4: 20,627 shares; 2025Q1: 127,612 shares; 2025Q2: 135,414 shares; 2025Q3: 135,561 shares; 2025Q4: 116,259 shares 116,259 $15.8M 1.82% -19,302 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 4,627 shares; 2025Q1: 4,678 shares; 2025Q2: 5,896 shares; 2025Q3: 16,546 shares; 2025Q4: 308,611 shares 308,611 $14.7M 1.7% +292,065 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,196 shares; 2025Q1: 69,329 shares; 2025Q2: 106,346 shares; 2025Q3: 110,903 shares; 2025Q4: 100,856 shares 100,856 $14.1M 1.64% -10,047 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: 242,799 shares; 2024Q4: 249,260 shares; 2025Q1: 256,186 shares; 2025Q2: 258,125 shares; 2025Q3: 228,216 shares; 2025Q4: 218,500 shares 218,500 $13.6M 1.57% -9,716 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,646 shares; 2024Q4: 244,826 shares; 2025Q1: 251,112 shares; 2025Q2: 182,025 shares; 2025Q3: 198,253 shares; 2025Q4: 227,133 shares 227,133 $10.9M 1.26% +28,880 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 59,732 shares; 2025Q2: 49,165 shares; 2025Q3: 40,355 shares; 2025Q4: 49,507 shares 49,507 $10M 1.16% +9,152 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,097 shares; 2024Q4: 144,916 shares; 2025Q1: 166,806 shares; 2025Q2: 178,144 shares; 2025Q3: 181,952 shares; 2025Q4: 186,054 shares 186,054 $9.44M 1.09% +4,102 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: 40,530 shares; 2024Q4: 42,070 shares; 2025Q1: 42,681 shares; 2025Q2: 40,392 shares; 2025Q3: 45,890 shares; 2025Q4: 49,004 shares 49,004 $9.37M 1.08% +3,114 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,883 shares; 2024Q4: 18,190 shares; 2025Q1: 28,532 shares; 2025Q2: 93,644 shares; 2025Q3: 125,402 shares; 2025Q4: 180,723 shares 180,723 $9.16M 1.06% +55,321 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: 26,158 shares; 2024Q4: 26,054 shares; 2025Q1: 26,889 shares; 2025Q2: 26,804 shares; 2025Q3: 26,763 shares; 2025Q4: 26,580 shares 26,580 $9M 1.04% -183 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,988 shares; 2024Q4: 7,430 shares; 2025Q1: 57,927 shares; 2025Q2: 64,509 shares; 2025Q3: 70,077 shares; 2025Q4: 74,753 shares 74,753 $8.96M 1.04% +4,676 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,867 shares; 2025Q3: 73,610 shares; 2025Q4: 111,535 shares 111,535 $8.9M 1.03% +37,925 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,693 shares; 2024Q4: 888,084 shares; 2025Q1: 450,731 shares; 2025Q2: 272,774 shares; 2025Q3: 273,735 shares; 2025Q4: 276,547 shares 276,547 $7.03M 0.81% +2,812 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: 11,134 shares; 2024Q4: 10,831 shares; 2025Q1: 10,969 shares; 2025Q2: 10,985 shares; 2025Q3: 10,913 shares; 2025Q4: 11,108 shares 11,108 $6.91M 0.8% +195 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,809 shares; 2024Q4: 222,948 shares; 2025Q1: 240,743 shares; 2025Q2: 270,113 shares; 2025Q3: 259,501 shares; 2025Q4: 231,428 shares 231,428 $6.9M 0.8% -28,073 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,694 shares; 2024Q4: 23,669 shares; 2025Q1: 23,452 shares; 2025Q2: 23,459 shares; 2025Q3: 23,423 shares; 2025Q4: 23,366 shares 23,366 $6.36M 0.74% -57 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,009 shares; 2024Q4: 26,286 shares; 2025Q1: 25,280 shares; 2025Q2: 30,950 shares; 2025Q3: 33,531 shares; 2025Q4: 34,102 shares 34,102 $5.95M 0.69% +571 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,347 shares; 2024Q4: 69,945 shares; 2025Q1: 69,303 shares; 2025Q2: 71,816 shares; 2025Q3: 61,163 shares; 2025Q4: 73,218 shares 73,218 $5.43M 0.63% +12,055 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,014 shares; 2024Q4: 23,123 shares; 2025Q1: 21,750 shares; 2025Q2: 21,268 shares; 2025Q3: 21,163 shares; 2025Q4: 21,324 shares 21,324 $4.96M 0.57% +161 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: 208,080 shares; 2024Q4: 231,533 shares; 2025Q1: 52,355 shares; 2025Q2: 35,953 shares; 2025Q3: 35,100 shares; 2025Q4: 45,024 shares 45,024 $4.79M 0.55% +9,924 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 19,209 shares; 2025Q3: 46,714 shares; 2025Q4: 92,681 shares 92,681 $4.76M 0.55% +45,967 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,062 shares; 2025Q4: 44,469 shares 44,469 $4.35M 0.5% +39,407 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,440 shares; 2024Q4: 53,735 shares; 2025Q1: 52,389 shares; 2025Q2: 51,308 shares; 2025Q3: 49,182 shares; 2025Q4: 41,115 shares 41,115 $4.31M 0.5% -8,067 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,431 shares; 2024Q4: 136,350 shares; 2025Q1: 73,150 shares; 2025Q2: 59,939 shares; 2025Q3: 52,237 shares; 2025Q4: 37,878 shares 37,878 $4.17M 0.48% -14,359 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,717 shares; 2024Q4: 176,024 shares; 2025Q1: 211,385 shares; 2025Q2: 186,226 shares; 2025Q3: 121,889 shares; 2025Q4: 104,971 shares 104,971 $4.05M 0.47% -16,918 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,315 shares 76,315 $3.55M 0.41% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 49,176 shares; 2025Q1: 49,334 shares; 2025Q2: 49,757 shares; 2025Q3: 49,475 shares; 2025Q4: 47,707 shares 47,707 $3.55M 0.41% -1,768 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: 2,215 shares; 2024Q4: 2,508 shares; 2025Q1: 3,395 shares; 2025Q2: 3,733 shares; 2025Q3: 4,898 shares; 2025Q4: 4,583 shares 4,583 $3.28M 0.38% -315 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,611 shares; 2024Q4: 223,448 shares; 2025Q1: 215,137 shares; 2025Q2: 165,951 shares; 2025Q3: 141,508 shares; 2025Q4: 114,786 shares 114,786 $3.25M 0.38% -26,722 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,456 shares; 2025Q2: 48,410 shares; 2025Q3: 64,483 shares; 2025Q4: 62,140 shares 62,140 $3.15M 0.36% -2,343 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,173 shares; 2024Q4: 182,599 shares; 2025Q1: 220,062 shares; 2025Q2: 250,976 shares; 2025Q3: 259,195 shares; 2025Q4: 52,410 shares 52,410 $3.11M 0.36% -206,785 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: 7,025 shares; 2024Q4: 6,884 shares; 2025Q1: 6,533 shares; 2025Q2: 6,317 shares; 2025Q3: 6,612 shares; 2025Q4: 6,358 shares 6,358 $3.06M 0.35% -254 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,051 shares; 2025Q3: 111,596 shares; 2025Q4: 114,123 shares 114,123 $2.86M 0.33% +2,527 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,087 shares; 2025Q4: 96,710 shares 96,710 $2.86M 0.33% +6,623 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,782 shares; 2025Q2: 56,067 shares; 2025Q3: 72,527 shares; 2025Q4: 92,334 shares 92,334 $2.8M 0.32% +19,807 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: 21,984 shares; 2024Q4: 21,906 shares; 2025Q1: 21,986 shares; 2025Q2: 21,772 shares; 2025Q3: 21,810 shares; 2025Q4: 22,006 shares 22,006 $2.62M 0.3% +196 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: 13,226 shares; 2024Q4: 13,240 shares; 2025Q1: 13,836 shares; 2025Q2: 28,370 shares; 2025Q3: 28,381 shares; 2025Q4: 31,958 shares 31,958 $2.59M 0.3% +3,577 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 65,906 shares; 2025Q3: 65,472 shares; 2025Q4: 65,197 shares 65,197 $2.46M 0.28% -275 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 5,924 shares; 2025Q1: 20,031 shares; 2025Q2: 23,597 shares; 2025Q3: 17,473 shares; 2025Q4: 26,848 shares 26,848 $2.17M 0.25% +9,375 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: not reported; 2025Q1: not reported; 2025Q2: 6,673 shares; 2025Q3: 24,370 shares; 2025Q4: 27,948 shares 27,948 $2.1M 0.24% +3,578 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,863 shares; 2025Q4: 42,221 shares 42,221 $2.08M 0.24% +25,358 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,703 shares; 2024Q4: 8,611 shares; 2025Q1: 8,612 shares; 2025Q2: 8,612 shares; 2025Q3: 8,612 shares; 2025Q4: 8,561 shares 8,561 $2.02M 0.23% -51 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: 28,236 shares; 2024Q4: 29,211 shares; 2025Q1: 29,411 shares; 2025Q2: 29,638 shares; 2025Q3: 29,601 shares; 2025Q4: 29,231 shares 29,231 $2.01M 0.23% -370 Timeline MLPX 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: 32,916 shares; 2024Q4: 31,345 shares; 2025Q1: 33,348 shares; 2025Q2: 32,016 shares; 2025Q3: 32,533 shares; 2025Q4: 29,093 shares 29,093 $1.9M 0.22% -3,440 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: 7,194 shares; 2024Q4: 28,003 shares; 2025Q1: 24,886 shares; 2025Q2: 24,066 shares; 2025Q3: 24,221 shares; 2025Q4: 25,803 shares 25,803 $1.88M 0.22% +1,582 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: 4,996 shares; 2024Q4: 5,235 shares; 2025Q1: 5,449 shares; 2025Q2: 5,518 shares; 2025Q3: 5,989 shares; 2025Q4: 6,146 shares 6,146 $1.88M 0.22% +157 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,074 shares; 2024Q4: 33,732 shares; 2025Q1: 31,843 shares; 2025Q2: 32,887 shares; 2025Q3: 33,315 shares; 2025Q4: 32,917 shares 32,917 $1.84M 0.21% -398 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,203 shares; 2024Q4: 17,200 shares; 2025Q1: 17,213 shares; 2025Q2: 17,144 shares; 2025Q3: 17,449 shares; 2025Q4: 18,217 shares 18,217 $1.81M 0.21% +768 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,295 shares; 2025Q1: 2,685 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 1,897 shares 1,897 $1.78M 0.21% -367 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: 12,624 shares; 2024Q4: 12,756 shares; 2025Q1: 14,017 shares; 2025Q2: 10,709 shares; 2025Q3: 12,267 shares; 2025Q4: 16,451 shares 16,451 $1.77M 0.21% +4,184 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: 3,893 shares; 2024Q4: 4,044 shares; 2025Q1: 3,705 shares; 2025Q2: 4,252 shares; 2025Q3: 3,865 shares; 2025Q4: 3,995 shares 3,995 $1.72M 0.2% +130 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: 15,132 shares; 2024Q4: 16,638 shares; 2025Q1: 16,622 shares; 2025Q2: 12,371 shares; 2025Q3: 12,438 shares; 2025Q4: 12,588 shares 12,588 $1.6M 0.18% +150 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: 3,168 shares; 2024Q4: 2,934 shares; 2025Q1: 2,972 shares; 2025Q2: 3,450 shares; 2025Q3: 3,579 shares; 2025Q4: 3,551 shares 3,551 $1.58M 0.18% -28 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 15,302 shares; 2025Q4: 21,919 shares 21,919 $1.52M 0.18% +6,617 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,725 shares; 2025Q3: 13,725 shares; 2025Q4: 15,825 shares 15,825 $1.51M 0.17% +2,100 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 3,063 shares; 2025Q1: 3,129 shares; 2025Q2: 3,131 shares; 2025Q3: 3,064 shares; 2025Q4: 3,061 shares 3,061 $1.43M 0.16% -3 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,101 shares; 2024Q4: 15,128 shares; 2025Q1: 15,341 shares; 2025Q2: 15,359 shares; 2025Q3: 15,188 shares; 2025Q4: 15,206 shares 15,206 $1.4M 0.16% +18 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 1,954 shares; 2025Q1: 2,228 shares; 2025Q2: 2,269 shares; 2025Q3: 2,768 shares; 2025Q4: 2,794 shares 2,794 $1.33M 0.15% +26 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,201 shares; 2024Q4: 456,139 shares; 2025Q1: 325,350 shares; 2025Q2: 33,056 shares; 2025Q3: 26,617 shares; 2025Q4: 21,525 shares 21,525 $1.26M 0.15% -5,092 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,450 shares; 2025Q3: 19,704 shares; 2025Q4: 25,272 shares 25,272 $1.25M 0.14% +5,568 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 9,487 shares; 2025Q1: 9,309 shares; 2025Q2: 9,069 shares; 2025Q3: 9,057 shares; 2025Q4: 8,951 shares 8,951 $1.23M 0.14% -106 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 1,903 shares 1,903 $1.21M 0.14% +1,523 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: 1,023 shares; 2024Q4: 1,002 shares; 2025Q1: 1,003 shares; 2025Q2: 1,012 shares; 2025Q3: 1,096 shares; 2025Q4: 1,160 shares 1,160 $1.2M 0.14% +64 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: 12,608 shares; 2025Q1: 12,674 shares; 2025Q2: 12,889 shares; 2025Q3: 12,903 shares; 2025Q4: 12,933 shares 12,933 $1.2M 0.14% +30 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: 5,495 shares; 2024Q4: 5,307 shares; 2025Q1: 5,328 shares; 2025Q2: 5,238 shares; 2025Q3: 5,256 shares; 2025Q4: 5,124 shares 5,124 $1.15M 0.13% -132 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,828 shares; 2025Q1: 3,820 shares; 2025Q2: 3,825 shares; 2025Q3: 3,828 shares; 2025Q4: 7,665 shares 7,665 $1.1M 0.13% +3,837 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: 1,505 shares; 2024Q4: 1,527 shares; 2025Q1: 1,528 shares; 2025Q2: 1,436 shares; 2025Q3: 1,576 shares; 2025Q4: 1,650 shares 1,650 $1.08M 0.13% +74 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 6,624 shares; 2025Q1: 6,676 shares; 2025Q2: 6,747 shares; 2025Q3: 6,744 shares; 2025Q4: 6,650 shares 6,650 $1M 0.12% -94 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,645 shares; 2025Q4: 43,549 shares 43,549 $993K 0.11% +4,904 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: 17,530 shares; 2024Q4: 17,531 shares; 2025Q1: 17,531 shares; 2025Q2: 17,532 shares; 2025Q3: 17,533 shares; 2025Q4: 21,843 shares 21,843 $992K 0.11% +4,310 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,886 shares; 2024Q4: 16,294 shares; 2025Q1: 17,627 shares; 2025Q2: 17,614 shares; 2025Q3: 17,710 shares; 2025Q4: 12,814 shares 12,814 $983K 0.11% -4,896 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: 8,101 shares; 2024Q4: 8,103 shares; 2025Q1: 7,904 shares; 2025Q2: 7,906 shares; 2025Q3: 7,907 shares; 2025Q4: 7,799 shares 7,799 $966K 0.11% -108 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,532 shares; 2025Q3: 38,430 shares; 2025Q4: 46,566 shares 46,566 $964K 0.11% +8,136 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: 10,718 shares; 2024Q4: 10,624 shares; 2025Q1: 10,637 shares; 2025Q2: 10,847 shares; 2025Q3: 10,847 shares; 2025Q4: 10,857 shares 10,857 $954K 0.11% +10 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,533 shares; 2025Q1: 4,003 shares; 2025Q2: 4,142 shares; 2025Q3: 4,022 shares; 2025Q4: 4,023 shares 4,023 $946K 0.11% +1 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: 4,477 shares; 2024Q4: 5,221 shares; 2025Q1: 5,554 shares; 2025Q2: 5,552 shares; 2025Q3: 5,603 shares; 2025Q4: 6,458 shares 6,458 $913K 0.11% +855 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: 971 shares; 2024Q4: 970 shares; 2025Q1: 969 shares; 2025Q2: 983 shares; 2025Q3: 982 shares; 2025Q4: 959 shares 959 $897K 0.1% -23 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,379 shares; 2024Q4: 7,619 shares; 2025Q1: 7,633 shares; 2025Q2: 7,441 shares; 2025Q3: 7,448 shares; 2025Q4: 7,360 shares 7,360 $891K 0.1% -88 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 3,477 shares; 2025Q1: 3,482 shares; 2025Q2: 3,497 shares; 2025Q3: 3,497 shares; 2025Q4: 3,488 shares 3,488 $885K 0.1% -9 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,909 shares; 2025Q1: 2,034 shares; 2025Q2: 2,075 shares; 2025Q3: 2,342 shares; 2025Q4: 2,639 shares 2,639 $872K 0.1% +297 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,551 shares; 2024Q4: 58,429 shares; 2025Q1: 62,715 shares; 2025Q2: 58,112 shares; 2025Q3: 33,134 shares; 2025Q4: 20,811 shares 20,811 $853K 0.1% -12,323 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: 983 shares; 2024Q4: 958 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 969 shares; 2025Q4: 9,879 shares 9,879 $825K 0.1% +8,910 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,141 shares; 2025Q1: 4,095 shares; 2025Q2: 4,798 shares; 2025Q3: 5,143 shares; 2025Q4: 5,298 shares 5,298 $820K 0.09% +155 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: 3,313 shares; 2024Q4: 2,724 shares; 2025Q1: 2,815 shares; 2025Q2: 2,831 shares; 2025Q3: 3,566 shares; 2025Q4: 3,592 shares 3,592 $816K 0.09% +26 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: 1,527 shares; 2024Q4: 2,932 shares; 2025Q1: 3,750 shares; 2025Q2: 3,761 shares; 2025Q3: 4,196 shares; 2025Q4: 4,725 shares 4,725 $800K 0.09% +529 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,217 shares; 2025Q1: 20,084 shares; 2025Q2: 27,957 shares; 2025Q3: 15,755 shares; 2025Q4: 15,295 shares 15,295 $781K 0.09% -460 Timeline NHYM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,233 shares 31,233 $779K 0.09% new 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: 9,712 shares; 2024Q4: 9,757 shares; 2025Q1: 9,825 shares; 2025Q2: 9,648 shares; 2025Q3: 9,690 shares; 2025Q4: 9,633 shares 9,633 $754K 0.09% -57 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,662 shares; 2025Q4: 7,346 shares 7,346 $746K 0.09% +4,684 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,530 shares; 2025Q3: 6,308 shares; 2025Q4: 7,784 shares 7,784 $745K 0.09% +1,476 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,547 shares; 2024Q4: 22,445 shares; 2025Q1: 7,475 shares; 2025Q2: 7,474 shares; 2025Q3: 7,473 shares; 2025Q4: 7,473 shares 7,473 $744K 0.09% 0 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: 7,328 shares; 2024Q4: 6,444 shares; 2025Q1: 5,835 shares; 2025Q2: 6,021 shares; 2025Q3: 6,097 shares; 2025Q4: 4,153 shares 4,153 $735K 0.08% -1,944 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,229 shares; 2025Q1: 5,214 shares; 2025Q2: 5,224 shares; 2025Q3: 5,231 shares; 2025Q4: 5,230 shares 5,230 $724K 0.08% -1 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $722K 0.08% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,289 shares; 2024Q4: 30,240 shares; 2025Q1: 30,310 shares; 2025Q2: 30,578 shares; 2025Q3: 31,139 shares; 2025Q4: 31,273 shares 31,273 $720K 0.08% +134 Timeline PCMM 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: not reported; 2025Q1: 17,254 shares; 2025Q2: 17,797 shares; 2025Q3: 15,583 shares; 2025Q4: 14,172 shares 14,172 $714K 0.08% -1,411 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,524 shares; 2025Q1: 1,507 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,750 shares 1,750 $706K 0.08% -5 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,276 shares; 2025Q1: 3,284 shares; 2025Q2: 3,364 shares; 2025Q3: 3,374 shares; 2025Q4: 3,244 shares 3,244 $705K 0.08% -130 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: 4,379 shares; 2024Q4: 4,364 shares; 2025Q1: 4,368 shares; 2025Q2: 4,127 shares; 2025Q3: 4,168 shares; 2025Q4: 4,188 shares 4,188 $689K 0.08% +20 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,927 shares; 2025Q1: 3,979 shares; 2025Q2: 4,315 shares; 2025Q3: 4,483 shares; 2025Q4: 4,820 shares 4,820 $686K 0.08% +337 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,365 shares; 2025Q4: 1,576 shares 1,576 $654K 0.08% +211 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,386 shares; 2025Q1: 2,443 shares; 2025Q2: 2,517 shares; 2025Q3: 2,489 shares; 2025Q4: 2,491 shares 2,491 $647K 0.07% +2 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: 3,519 shares; 2024Q4: 3,538 shares; 2025Q1: 3,553 shares; 2025Q2: 3,581 shares; 2025Q3: 3,596 shares; 2025Q4: 3,205 shares 3,205 $644K 0.07% -391 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,759 shares; 2025Q1: 7,794 shares; 2025Q2: 7,831 shares; 2025Q3: 8,078 shares; 2025Q4: 8,734 shares 8,734 $627K 0.07% +656 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 6,933 shares; 2025Q1: 6,984 shares; 2025Q2: 6,953 shares; 2025Q3: 7,323 shares; 2025Q4: 6,942 shares 6,942 $627K 0.07% -381 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: 3,000 shares; 2024Q4: 3,136 shares; 2025Q1: 3,117 shares; 2025Q2: 3,150 shares; 2025Q3: 3,046 shares; 2025Q4: 4,050 shares 4,050 $615K 0.07% +1,004 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,857 shares; 2025Q2: 3,857 shares; 2025Q3: 3,710 shares; 2025Q4: 6,713 shares 6,713 $612K 0.07% +3,003 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,300 shares; 2025Q2: 10,383 shares; 2025Q3: 10,383 shares; 2025Q4: 10,383 shares 10,383 $611K 0.07% 0 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: 1,779 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,782 shares; 2025Q3: 1,780 shares; 2025Q4: 1,755 shares 1,755 $598K 0.07% -25 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,896 shares 7,896 $596K 0.07% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,579 shares 3,579 $590K 0.07% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares 1,941 $583K 0.07% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 10,440 shares; 2025Q1: 10,564 shares; 2025Q2: 10,798 shares; 2025Q3: 10,892 shares; 2025Q4: 10,975 shares 10,975 $583K 0.07% +83 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,816 shares; 2025Q2: 3,992 shares; 2025Q3: 4,416 shares; 2025Q4: 4,480 shares 4,480 $567K 0.07% +64 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 11,148 shares; 2025Q1: 11,064 shares; 2025Q2: 10,236 shares; 2025Q3: 10,241 shares; 2025Q4: 10,434 shares 10,434 $563K 0.07% +193 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,229 shares; 2025Q3: 3,734 shares; 2025Q4: 3,802 shares 3,802 $557K 0.06% +68 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,566 shares; 2025Q1: 1,616 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,624 shares 1,624 $546K 0.06% +3 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: 2,146 shares; 2024Q4: 3,107 shares; 2025Q1: 3,225 shares; 2025Q2: 3,271 shares; 2025Q3: 3,339 shares; 2025Q4: 3,192 shares 3,192 $528K 0.06% -147 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,954 shares; 2025Q4: 5,772 shares 5,772 $527K 0.06% +1,818 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: not reported; 2025Q2: not reported; 2025Q3: 9,648 shares; 2025Q4: 12,986 shares 12,986 $524K 0.06% +3,338 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,769 shares; 2025Q1: 1,776 shares; 2025Q2: 1,743 shares; 2025Q3: 1,750 shares; 2025Q4: 1,757 shares 1,757 $520K 0.06% +7 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,238 shares; 2025Q3: 28,259 shares; 2025Q4: 26,759 shares 26,759 $520K 0.06% -1,500 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: 1,790 shares; 2024Q4: 1,668 shares; 2025Q1: 1,675 shares; 2025Q2: 1,635 shares; 2025Q3: 1,598 shares; 2025Q4: 1,639 shares 1,639 $516K 0.06% +41 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,468 shares; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 2,845 shares; 2025Q4: 2,736 shares 2,736 $509K 0.06% -109 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,871 shares; 2025Q4: 2,117 shares 2,117 $501K 0.06% +246 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,012 shares; 2024Q4: 30,103 shares; 2025Q1: 26,784 shares; 2025Q2: 17,684 shares; 2025Q3: 16,205 shares; 2025Q4: 6,773 shares 6,773 $498K 0.06% -9,432 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,807 shares; 2025Q1: 19,989 shares; 2025Q2: 18,740 shares; 2025Q3: 22,433 shares; 2025Q4: 20,470 shares 20,470 $485K 0.06% -1,963 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: 3,778 shares; 2024Q4: 3,846 shares; 2025Q1: 3,435 shares; 2025Q2: 3,466 shares; 2025Q3: 3,758 shares; 2025Q4: 4,365 shares 4,365 $481K 0.06% +607 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: 2,189 shares; 2024Q4: 2,152 shares; 2025Q1: 1,474 shares; 2025Q2: 1,484 shares; 2025Q3: 2,043 shares; 2025Q4: 2,117 shares 2,117 $472K 0.05% +74 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,281 shares; 2025Q4: 6,429 shares 6,429 $466K 0.05% +3,148 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 4,270 shares; 2025Q1: 4,396 shares; 2025Q2: 5,178 shares; 2025Q3: 5,003 shares; 2025Q4: 5,486 shares 5,486 $458K 0.05% +483 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,846 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 2,711 shares 2,711 $456K 0.05% 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: 24,580 shares; 2024Q4: 25,014 shares; 2025Q1: 25,388 shares; 2025Q2: 24,059 shares; 2025Q3: 24,151 shares; 2025Q4: 24,593 shares 24,593 $454K 0.05% +442 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,541 shares; 2025Q1: 4,515 shares; 2025Q2: 4,552 shares; 2025Q3: 4,568 shares; 2025Q4: 4,488 shares 4,488 $452K 0.05% -80 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,568 shares; 2025Q4: 7,224 shares 7,224 $417K 0.05% +656 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: 7,903 shares; 2024Q4: 7,375 shares; 2025Q1: 7,711 shares; 2025Q2: 6,883 shares; 2025Q3: 6,730 shares; 2025Q4: 6,815 shares 6,815 $417K 0.05% +85 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,084 shares; 2025Q1: 4,125 shares; 2025Q2: 4,234 shares; 2025Q3: 4,225 shares; 2025Q4: 4,176 shares 4,176 $407K 0.05% -49 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,686 shares; 2025Q2: 5,517 shares; 2025Q3: 3,438 shares; 2025Q4: 3,351 shares 3,351 $395K 0.05% -87 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,042 shares 10,042 $387K 0.04% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,314 shares; 2025Q3: 7,352 shares; 2025Q4: 8,239 shares 8,239 $384K 0.04% +887 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,707 shares; 2025Q1: 3,807 shares; 2025Q2: 3,808 shares; 2025Q3: 3,809 shares; 2025Q4: 3,810 shares 3,810 $384K 0.04% +1 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: 31,652 shares; 2024Q4: 17,344 shares; 2025Q1: 15,854 shares; 2025Q2: 11,143 shares; 2025Q3: 8,645 shares; 2025Q4: 7,492 shares 7,492 $383K 0.04% -1,153 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,162 shares; 2025Q1: 1,300 shares; 2025Q2: 1,114 shares; 2025Q3: 1,205 shares; 2025Q4: 1,142 shares 1,142 $378K 0.04% -63 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: 8,053 shares; 2024Q4: 7,693 shares; 2025Q1: 7,534 shares; 2025Q2: 7,564 shares; 2025Q3: 7,564 shares; 2025Q4: 5,193 shares 5,193 $376K 0.04% -2,371 Timeline FXH 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: 7,140 shares; 2024Q4: 6,945 shares; 2025Q1: 6,357 shares; 2025Q2: 6,358 shares; 2025Q3: 3,281 shares; 2025Q4: 3,242 shares 3,242 $371K 0.04% -39 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 487 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 474 shares 474 $370K 0.04% -9 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: 46,886 shares; 2024Q4: 29,556 shares; 2025Q1: 23,184 shares; 2025Q2: 18,127 shares; 2025Q3: 15,430 shares; 2025Q4: 8,047 shares 8,047 $365K 0.04% -7,383 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: 919 shares; 2024Q4: 940 shares; 2025Q1: 974 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 963 shares 963 $361K 0.04% -15 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 904 shares; 2025Q2: 1,012 shares; 2025Q3: 1,016 shares; 2025Q4: 1,021 shares 1,021 $358K 0.04% +5 Timeline PPH 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: 92,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,330 shares 3,330 $356K 0.04% new Timeline IHI 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: 5,967 shares; 2025Q2: 6,325 shares; 2025Q3: 6,130 shares; 2025Q4: 5,916 shares 5,916 $355K 0.04% -214 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: 475 shares; 2024Q4: 482 shares; 2025Q1: 464 shares; 2025Q2: 532 shares; 2025Q3: 555 shares; 2025Q4: 559 shares 559 $355K 0.04% +4 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,348 shares; 2025Q1: 4,994 shares; 2025Q2: 2,554 shares; 2025Q3: 2,448 shares; 2025Q4: 2,359 shares 2,359 $351K 0.04% -89 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,791 shares; 2024Q4: 24,544 shares; 2025Q1: 24,544 shares; 2025Q2: 9,355 shares; 2025Q3: 9,554 shares; 2025Q4: 9,554 shares 9,554 $346K 0.04% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 2,777 shares; 2025Q1: 2,781 shares; 2025Q2: 2,784 shares; 2025Q3: 2,787 shares; 2025Q4: 2,791 shares 2,791 $344K 0.04% +4 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 6,958 shares; 2025Q1: 6,958 shares; 2025Q2: 6,981 shares; 2025Q3: 7,001 shares; 2025Q4: 7,101 shares 7,101 $339K 0.04% +100 Timeline IXN 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: 3,448 shares; 2024Q4: 3,306 shares; 2025Q1: 3,085 shares; 2025Q2: 3,091 shares; 2025Q3: 3,242 shares; 2025Q4: 3,148 shares 3,148 $337K 0.04% -94 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,753 shares 3,753 $325K 0.04% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: not reported; 2025Q4: 2,349 shares 2,349 $316K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 221 shares 221 $314K 0.04% -9 Timeline ONEY 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: 2,846 shares; 2024Q4: 2,847 shares; 2025Q1: 2,849 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares 2,629 $314K 0.04% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 23,331 shares 23,331 $314K 0.04% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,525 shares; 2025Q1: 3,522 shares; 2025Q2: 3,536 shares; 2025Q3: 3,539 shares; 2025Q4: 2,714 shares 2,714 $314K 0.04% -825 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,979 shares; 2025Q1: 2,982 shares; 2025Q2: 2,984 shares; 2025Q3: 2,987 shares; 2025Q4: 2,990 shares 2,990 $314K 0.04% +3 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: 5,663 shares; 2024Q4: 4,929 shares; 2025Q1: 5,049 shares; 2025Q2: 4,571 shares; 2025Q3: 4,172 shares; 2025Q4: 4,137 shares 4,137 $309K 0.04% -35 Timeline GAMR AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,414 shares; 2025Q1: 3,414 shares; 2025Q2: 3,414 shares; 2025Q3: 3,414 shares; 2025Q4: 3,414 shares 3,414 $295K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,707 shares; 2025Q3: 2,891 shares; 2025Q4: 4,262 shares 4,262 $294K 0.03% +1,371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares 888 $286K 0.03% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,954 shares; 2025Q1: 3,907 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,679 shares 3,679 $284K 0.03% -201 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares 448 $281K 0.03% 0 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: not reported; 2024Q4: 1,146 shares; 2025Q1: not reported; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares 1,201 $281K 0.03% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,711 shares 3,711 $280K 0.03% -25 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares 5,665 $279K 0.03% 0 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,246 shares 3,246 $278K 0.03% new Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 1,666 shares; 2025Q3: 1,571 shares; 2025Q4: 2,421 shares 2,421 $277K 0.03% +850 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,274 shares; 2025Q1: 4,807 shares; 2025Q2: 4,850 shares; 2025Q3: 4,832 shares; 2025Q4: 5,435 shares 5,435 $276K 0.03% +603 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,158 shares; 2025Q2: 1,962 shares; 2025Q3: 1,869 shares; 2025Q4: 1,822 shares 1,822 $276K 0.03% -47 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,680 shares; 2025Q2: 10,808 shares; 2025Q3: 10,924 shares; 2025Q4: 11,162 shares 11,162 $275K 0.03% +238 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: not reported; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 403 shares; 2025Q3: 503 shares; 2025Q4: 509 shares 509 $274K 0.03% +6 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: 3,086 shares; 2024Q4: 3,128 shares; 2025Q1: 3,144 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,047 shares 3,047 $272K 0.03% -64 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,162 shares 1,162 $271K 0.03% new 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: 4,544 shares; 2024Q4: 4,550 shares; 2025Q1: 4,988 shares; 2025Q2: 4,994 shares; 2025Q3: 5,024 shares; 2025Q4: 5,030 shares 5,030 $269K 0.03% +6 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,975 shares 3,975 $263K 0.03% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,089 shares 2,089 $261K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 266 shares; 2025Q2: 254 shares; 2025Q3: 232 shares; 2025Q4: 233 shares 233 $261K 0.03% +1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 919 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 867 shares; 2025Q4: 868 shares 868 $249K 0.03% +1 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: 435 shares; 2024Q4: 411 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: 448 shares; 2025Q4: 425 shares 425 $246K 0.03% -23 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,066 shares; 2025Q1: 3,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,784 shares 4,784 $244K 0.03% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,232 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,076 shares; 2025Q4: 2,051 shares 2,051 $244K 0.03% -25 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 753 shares; 2025Q2: 822 shares; 2025Q3: 719 shares; 2025Q4: 755 shares 755 $243K 0.03% +36 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: 3,289 shares; 2024Q4: 2,480 shares; 2025Q1: 2,511 shares; 2025Q2: 2,297 shares; 2025Q3: 2,294 shares; 2025Q4: 2,307 shares 2,307 $240K 0.03% +13 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 5,531 shares 5,531 $239K 0.03% +3,001 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares 1,579 $232K 0.03% new Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 4,048 shares; 2025Q1: not reported; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares 3,855 $231K 0.03% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,428 shares 4,428 $228K 0.03% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares 1,094 $228K 0.03% 0 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: 446 shares; 2024Q4: 428 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: not reported; 2025Q4: 436 shares 436 $220K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares 609 $208K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,367 shares 4,367 $207K 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 612 shares; 2025Q4: 393 shares 393 $207K 0.02% -219 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 6,535 shares; 2025Q1: 4,542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,549 shares 3,549 $206K 0.02% new 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: not reported; 2025Q3: 405 shares; 2025Q4: 436 shares 436 $206K 0.02% +31 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,615 shares 2,615 $205K 0.02% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,847 shares; 2024Q4: 11,854 shares; 2025Q1: 10,793 shares; 2025Q2: 10,642 shares; 2025Q3: 9,003 shares; 2025Q4: 9,003 shares 9,003 $204K 0.02% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,321 shares; 2025Q4: 1,325 shares 1,325 $202K 0.02% +4 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,675 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,088 shares 1,088 $201K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares 3,142 $201K 0.02% new Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,708 shares; 2024Q4: 36,147 shares; 2025Q1: 34,223 shares; 2025Q2: 40,105 shares; 2025Q3: 54,635 shares; 2025Q4: 51,504 shares 51,504 $73.1K 0.01% -3,131 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,022 shares; 2024Q4: 20,250 shares; 2025Q1: 20,494 shares; 2025Q2: 19,216 shares; 2025Q3: 19,478 shares; 2025Q4: 11,870 shares 11,870 $72K 0.01% -7,608 Timeline STRIVE INC STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,523 shares 13,523 $11.1K <0.01% new