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: 22,654 shares; 2024Q4: 28,931 shares; 2025Q1: 28,957 shares; 2025Q2: 30,756 shares; 2025Q3: 25,175 shares; 2025Q4: 26,522 shares 26,522 $16.6M 4.5% +1,347 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: 20,636 shares; 2024Q4: 22,402 shares; 2025Q1: 22,908 shares; 2025Q2: 21,608 shares; 2025Q3: 22,505 shares; 2025Q4: 22,478 shares 22,478 $13.8M 3.75% -27 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: 34,896 shares; 2024Q4: 44,614 shares; 2025Q1: 55,684 shares; 2025Q2: 44,348 shares; 2025Q3: 40,351 shares; 2025Q4: 65,965 shares 65,965 $12.3M 3.34% +25,614 Timeline BBUS 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: 115,839 shares; 2024Q4: 117,308 shares; 2025Q1: 105,715 shares; 2025Q2: 104,893 shares; 2025Q3: 95,929 shares; 2025Q4: 97,430 shares 97,430 $12M 3.27% +1,501 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: 23,624 shares; 2024Q4: 17,297 shares; 2025Q1: 16,435 shares; 2025Q2: 18,383 shares; 2025Q3: 16,717 shares; 2025Q4: 20,559 shares 20,559 $9.93M 2.7% +3,842 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: 13,980 shares; 2024Q4: 16,244 shares; 2025Q1: 16,311 shares; 2025Q2: 18,726 shares; 2025Q3: 18,663 shares; 2025Q4: 29,449 shares 29,449 $9.2M 2.5% +10,786 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: 43,621 shares; 2024Q4: 37,351 shares; 2025Q1: 32,983 shares; 2025Q2: 35,571 shares; 2025Q3: 28,475 shares; 2025Q4: 57,908 shares 57,908 $8.34M 2.27% +29,433 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: 44,415 shares; 2024Q4: 40,901 shares; 2025Q1: 35,338 shares; 2025Q2: 33,880 shares; 2025Q3: 31,766 shares; 2025Q4: 32,841 shares 32,841 $8.23M 2.24% +1,075 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: 5,029 shares; 2024Q4: 6,717 shares; 2025Q1: 12,122 shares; 2025Q2: 16,372 shares; 2025Q3: 22,546 shares; 2025Q4: 22,800 shares 22,800 $7.88M 2.14% +254 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: 36,539 shares; 2024Q4: 38,033 shares; 2025Q1: 41,497 shares; 2025Q2: 42,170 shares; 2025Q3: 37,757 shares; 2025Q4: 40,194 shares 40,194 $7.62M 2.07% +2,437 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: 12,975 shares; 2024Q4: 13,533 shares; 2025Q1: 12,068 shares; 2025Q2: 12,597 shares; 2025Q3: 10,629 shares; 2025Q4: 10,676 shares 10,676 $7.28M 1.98% +47 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: 22,028 shares; 2024Q4: 27,054 shares; 2025Q1: 28,298 shares; 2025Q2: 24,371 shares; 2025Q3: 19,249 shares; 2025Q4: 26,321 shares 26,321 $7.14M 1.94% +7,072 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,585 shares; 2024Q4: 253,504 shares; 2025Q1: 214,539 shares; 2025Q2: 206,431 shares; 2025Q3: 191,380 shares; 2025Q4: 190,559 shares 190,559 $5.64M 1.53% -821 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,675 shares; 2025Q1: 4,374 shares; 2025Q2: 5,079 shares; 2025Q3: 8,159 shares; 2025Q4: 8,315 shares 8,315 $5.48M 1.49% +156 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: 6,265 shares; 2024Q4: 6,071 shares; 2025Q1: 9,863 shares; 2025Q2: 11,103 shares; 2025Q3: 13,682 shares; 2025Q4: 16,437 shares 16,437 $5.29M 1.44% +2,755 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: 11,867 shares; 2024Q4: 14,992 shares; 2025Q1: 25,162 shares; 2025Q2: 25,831 shares; 2025Q3: 35,098 shares; 2025Q4: 39,548 shares 39,548 $4.4M 1.2% +4,450 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: 4,292 shares; 2025Q1: 10,870 shares; 2025Q2: 13,180 shares; 2025Q3: 19,807 shares; 2025Q4: 24,610 shares 24,610 $4.37M 1.19% +4,803 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: 8,935 shares; 2024Q4: 10,208 shares; 2025Q1: 15,470 shares; 2025Q2: 13,509 shares; 2025Q3: 13,449 shares; 2025Q4: 16,935 shares 16,935 $3.9M 1.06% +3,486 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: 16,922 shares; 2024Q4: 17,846 shares; 2025Q1: 16,516 shares; 2025Q2: 15,303 shares; 2025Q3: 13,438 shares; 2025Q4: 12,923 shares 12,923 $3.58M 0.97% -515 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: 760 shares; 2025Q1: 2,606 shares; 2025Q2: 3,671 shares; 2025Q3: 4,235 shares; 2025Q4: 5,130 shares 5,130 $3.45M 0.94% +895 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,262 shares; 2025Q1: 2,059 shares; 2025Q2: 2,390 shares; 2025Q3: 3,154 shares; 2025Q4: 36,750 shares 36,750 $3.44M 0.93% +33,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,579 shares; 2025Q3: 21,654 shares; 2025Q4: 27,073 shares 27,073 $3.32M 0.9% +5,419 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: not reported; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: 9,633 shares; 2025Q3: 17,105 shares; 2025Q4: 27,284 shares 27,284 $3.26M 0.88% +10,179 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: 1,275 shares; 2024Q4: 3,266 shares; 2025Q1: 5,524 shares; 2025Q2: 4,074 shares; 2025Q3: 13,257 shares; 2025Q4: 16,703 shares 16,703 $3.25M 0.88% +3,446 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: 32,938 shares; 2024Q4: 116,428 shares; 2025Q1: 131,452 shares; 2025Q2: 124,760 shares; 2025Q3: 115,607 shares; 2025Q4: 117,639 shares 117,639 $3.23M 0.88% +2,032 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: 2,096 shares; 2024Q4: 2,422 shares; 2025Q1: 6,263 shares; 2025Q2: 6,750 shares; 2025Q3: 6,727 shares; 2025Q4: 7,303 shares 7,303 $2.89M 0.79% +576 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: 10,859 shares; 2025Q1: 28,302 shares; 2025Q2: 23,828 shares; 2025Q3: 27,928 shares; 2025Q4: 43,059 shares 43,059 $2.77M 0.75% +15,131 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: 1,738 shares; 2025Q3: 1,637 shares; 2025Q4: 9,361 shares 9,361 $2.66M 0.72% +7,724 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: 4,486 shares; 2024Q4: 3,485 shares; 2025Q1: 3,999 shares; 2025Q2: 4,366 shares; 2025Q3: 6,488 shares; 2025Q4: 7,263 shares 7,263 $2.62M 0.71% +775 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: 7,305 shares; 2024Q4: 8,764 shares; 2025Q1: 7,537 shares; 2025Q2: 9,235 shares; 2025Q3: 9,225 shares; 2025Q4: 10,209 shares 10,209 $2.58M 0.7% +984 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,989 shares; 2025Q4: 12,560 shares 12,560 $2.58M 0.7% +2,571 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: 5,190 shares; 2024Q4: 5,282 shares; 2025Q1: 5,367 shares; 2025Q2: 10,635 shares; 2025Q3: 4,929 shares; 2025Q4: 5,625 shares 5,625 $2.52M 0.69% +696 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: 611 shares; 2024Q4: 863 shares; 2025Q1: 1,577 shares; 2025Q2: 1,754 shares; 2025Q3: 2,324 shares; 2025Q4: 2,724 shares 2,724 $2.39M 0.65% +400 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: 52,834 shares; 2024Q4: 69,742 shares; 2025Q1: 117,929 shares; 2025Q2: 94,485 shares; 2025Q3: 37,717 shares; 2025Q4: 42,577 shares 42,577 $2.39M 0.65% +4,860 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: 34,967 shares; 2024Q4: 45,205 shares; 2025Q1: 72,705 shares; 2025Q2: 66,948 shares; 2025Q3: 22,224 shares; 2025Q4: 22,478 shares 22,478 $2.36M 0.64% +254 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,318 shares; 2025Q1: 9,606 shares; 2025Q2: 10,098 shares; 2025Q3: 12,854 shares; 2025Q4: 16,207 shares 16,207 $2.29M 0.62% +3,353 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 25,683 shares; 2025Q4: 33,029 shares 33,029 $2.28M 0.62% +7,346 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 15,557 shares; 2025Q3: 25,285 shares; 2025Q4: 31,812 shares 31,812 $2.22M 0.6% +6,527 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: 1,394 shares; 2024Q4: not reported; 2025Q1: 2,479 shares; 2025Q2: 2,704 shares; 2025Q3: 2,651 shares; 2025Q4: 10,155 shares 10,155 $2.17M 0.59% +7,504 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 16,468 shares; 2025Q4: 21,506 shares 21,506 $2.15M 0.58% +5,038 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,442 shares 5,442 $2M 0.54% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares 7,269 $2M 0.54% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 6,411 shares; 2025Q1: 10,979 shares; 2025Q2: 17,183 shares; 2025Q3: 17,592 shares; 2025Q4: 16,773 shares 16,773 $1.97M 0.54% -819 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY 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: not reported; 2025Q3: 106,793 shares; 2025Q4: 106,793 shares 106,793 $1.97M 0.54% 0 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: 9,448 shares; 2024Q4: 11,478 shares; 2025Q1: 9,900 shares; 2025Q2: 18,465 shares; 2025Q3: 23,582 shares; 2025Q4: 45,835 shares 45,835 $1.96M 0.53% +22,253 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: 4,686 shares; 2025Q1: 4,157 shares; 2025Q2: 4,893 shares; 2025Q3: 3,702 shares; 2025Q4: 11,376 shares 11,376 $1.95M 0.53% +7,674 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: 4,470 shares; 2024Q4: 5,051 shares; 2025Q1: 4,295 shares; 2025Q2: 5,078 shares; 2025Q3: 4,774 shares; 2025Q4: 5,488 shares 5,488 $1.92M 0.52% +714 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 11,810 shares; 2025Q4: 14,986 shares 14,986 $1.91M 0.52% +3,176 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: not reported; 2025Q1: not reported; 2025Q2: 1,162 shares; 2025Q3: 1,963 shares; 2025Q4: 2,912 shares 2,912 $1.9M 0.52% +949 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: 4,224 shares; 2024Q4: 4,932 shares; 2025Q1: 8,113 shares; 2025Q2: 8,425 shares; 2025Q3: 3,831 shares; 2025Q4: 3,661 shares 3,661 $1.83M 0.5% -170 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,985 shares; 2025Q1: 3,450 shares; 2025Q2: 4,507 shares; 2025Q3: 4,883 shares; 2025Q4: 4,223 shares 4,223 $1.74M 0.47% -660 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 10,418 shares; 2025Q3: 15,142 shares; 2025Q4: 18,248 shares 18,248 $1.73M 0.47% +3,106 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: 1,812 shares; 2024Q4: 2,379 shares; 2025Q1: 4,821 shares; 2025Q2: 5,791 shares; 2025Q3: 7,758 shares; 2025Q4: 9,306 shares 9,306 $1.7M 0.46% +1,548 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: 3,281 shares; 2024Q4: 3,256 shares; 2025Q1: 3,411 shares; 2025Q2: 3,393 shares; 2025Q3: 4,660 shares; 2025Q4: 5,065 shares 5,065 $1.7M 0.46% +405 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 9,853 shares 9,853 $1.7M 0.46% new Timeline SECT 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: 46,260 shares; 2024Q4: 41,802 shares; 2025Q1: 36,348 shares; 2025Q2: 31,227 shares; 2025Q3: 24,117 shares; 2025Q4: 25,954 shares 25,954 $1.67M 0.46% +1,837 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: 1,098 shares; 2024Q4: 1,427 shares; 2025Q1: 2,848 shares; 2025Q2: 3,233 shares; 2025Q3: 4,641 shares; 2025Q4: 5,442 shares 5,442 $1.67M 0.45% +801 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,574 shares; 2025Q1: 2,507 shares; 2025Q2: 2,535 shares; 2025Q3: 4,042 shares; 2025Q4: 3,414 shares 3,414 $1.67M 0.45% -628 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 30,364 shares; 2025Q3: 32,846 shares; 2025Q4: 39,870 shares 39,870 $1.67M 0.45% +7,024 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: 990 shares; 2024Q4: 1,235 shares; 2025Q1: 2,501 shares; 2025Q2: 2,914 shares; 2025Q3: 3,641 shares; 2025Q4: 4,452 shares 4,452 $1.64M 0.45% +811 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 14,471 shares; 2025Q3: 20,900 shares; 2025Q4: 25,564 shares 25,564 $1.64M 0.45% +4,664 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,681 shares; 2025Q4: 7,050 shares 7,050 $1.6M 0.43% +1,369 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: 15,609 shares; 2024Q4: 17,649 shares; 2025Q1: 28,168 shares; 2025Q2: 30,411 shares; 2025Q3: 24,664 shares; 2025Q4: 28,801 shares 28,801 $1.58M 0.43% +4,137 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,382 shares; 2025Q1: 6,200 shares; 2025Q2: 5,441 shares; 2025Q3: 7,767 shares; 2025Q4: 9,681 shares 9,681 $1.56M 0.42% +1,914 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: 6,816 shares; 2024Q4: 7,113 shares; 2025Q1: 7,868 shares; 2025Q2: 8,105 shares; 2025Q3: 7,365 shares; 2025Q4: 7,338 shares 7,338 $1.52M 0.41% -27 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,493 shares; 2025Q2: 4,168 shares; 2025Q3: 5,955 shares; 2025Q4: 7,306 shares 7,306 $1.5M 0.41% +1,351 Timeline IESC IES HOLDINGS INC More: the full row for IES 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: 1,507 shares; 2025Q2: 2,248 shares; 2025Q3: 3,091 shares; 2025Q4: 3,833 shares 3,833 $1.49M 0.4% +742 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: 758 shares; 2024Q4: 1,337 shares; 2025Q1: 876 shares; 2025Q2: 909 shares; 2025Q3: 726 shares; 2025Q4: 1,389 shares 1,389 $1.49M 0.4% +663 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: 4,741 shares; 2024Q4: 4,829 shares; 2025Q1: 4,505 shares; 2025Q2: 4,582 shares; 2025Q3: 4,368 shares; 2025Q4: 4,249 shares 4,249 $1.46M 0.4% -119 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 9,457 shares; 2025Q3: 14,993 shares; 2025Q4: 18,194 shares 18,194 $1.45M 0.4% +3,201 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,246 shares; 2025Q4: 12,688 shares 12,688 $1.43M 0.39% +2,442 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 15,216 shares; 2025Q4: 18,746 shares 18,746 $1.42M 0.39% +3,530 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: 9,254 shares; 2024Q4: 8,998 shares; 2025Q1: 7,171 shares; 2025Q2: 6,899 shares; 2025Q3: 6,247 shares; 2025Q4: 6,303 shares 6,303 $1.42M 0.39% +56 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: 4,503 shares; 2024Q4: 5,797 shares; 2025Q1: 14,039 shares; 2025Q2: 14,120 shares; 2025Q3: 11,735 shares; 2025Q4: 14,097 shares 14,097 $1.31M 0.36% +2,362 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 5,371 shares 5,371 $1.3M 0.35% +1,093 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: not reported; 2024Q4: not reported; 2025Q1: 9,739 shares; 2025Q2: 12,471 shares; 2025Q3: 17,423 shares; 2025Q4: 21,557 shares 21,557 $1.29M 0.35% +4,134 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,261 shares; 2024Q4: 10,819 shares; 2025Q1: 10,636 shares; 2025Q2: 21,298 shares; 2025Q3: 23,804 shares; 2025Q4: 21,784 shares 21,784 $1.29M 0.35% -2,020 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 5,478 shares 5,478 $1.28M 0.35% new 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: 4,583 shares; 2024Q4: 5,024 shares; 2025Q1: 5,330 shares; 2025Q2: 5,399 shares; 2025Q3: 9,607 shares; 2025Q4: 8,254 shares 8,254 $1.26M 0.34% -1,353 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: 22,144 shares; 2024Q4: 23,069 shares; 2025Q1: 22,831 shares; 2025Q2: 25,774 shares; 2025Q3: 22,385 shares; 2025Q4: 22,634 shares 22,634 $1.24M 0.34% +249 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,326 shares; 2025Q1: 2,321 shares; 2025Q2: 2,934 shares; 2025Q3: 2,411 shares; 2025Q4: 2,145 shares 2,145 $1.22M 0.33% -266 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,701 shares; 2025Q1: 670 shares; 2025Q2: 1,070 shares; 2025Q3: 3,046 shares; 2025Q4: 2,737 shares 2,737 $1.22M 0.33% -309 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,136 shares 13,136 $1.14M 0.31% new 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: 27,367 shares; 2024Q4: 26,084 shares; 2025Q1: 17,587 shares; 2025Q2: 13,764 shares; 2025Q3: 14,078 shares; 2025Q4: 19,193 shares 19,193 $1.12M 0.3% +5,115 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: 1,124 shares; 2024Q4: 1,117 shares; 2025Q1: 2,132 shares; 2025Q2: 2,224 shares; 2025Q3: 1,121 shares; 2025Q4: 1,278 shares 1,278 $1.1M 0.3% +157 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: not reported; 2024Q4: not reported; 2025Q1: 3,091 shares; 2025Q2: 3,927 shares; 2025Q3: 5,357 shares; 2025Q4: 6,443 shares 6,443 $1.08M 0.29% +1,086 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 54,518 shares 54,518 $1.07M 0.29% new 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: 9,895 shares; 2024Q4: 9,277 shares; 2025Q1: 10,105 shares; 2025Q2: 10,028 shares; 2025Q3: 8,437 shares; 2025Q4: 8,773 shares 8,773 $1.05M 0.29% +336 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: 4,356 shares; 2024Q4: 4,763 shares; 2025Q1: 4,467 shares; 2025Q2: 5,253 shares; 2025Q3: 4,782 shares; 2025Q4: 4,084 shares 4,084 $1.05M 0.29% -698 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: 22,017 shares; 2024Q4: 28,924 shares; 2025Q1: 50,130 shares; 2025Q2: 38,127 shares; 2025Q3: 16,606 shares; 2025Q4: 16,767 shares 16,767 $1.05M 0.28% +161 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,487 shares; 2025Q2: 20,549 shares; 2025Q3: 12,081 shares; 2025Q4: 14,420 shares 14,420 $1.05M 0.28% +2,339 Timeline DGRW 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: 19,817 shares; 2024Q4: 23,724 shares; 2025Q1: 36,050 shares; 2025Q2: 22,126 shares; 2025Q3: 11,884 shares; 2025Q4: 11,720 shares 11,720 $1.04M 0.28% -164 Timeline SCHG 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: 13,205 shares; 2025Q1: 11,905 shares; 2025Q2: 12,879 shares; 2025Q3: 15,316 shares; 2025Q4: 33,153 shares 33,153 $1.03M 0.28% +17,837 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,422 shares 11,422 $999K 0.27% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,376 shares; 2025Q4: 11,502 shares 11,502 $932K 0.25% +2,126 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: 2,342 shares; 2024Q4: 3,469 shares; 2025Q1: 5,816 shares; 2025Q2: 4,044 shares; 2025Q3: 6,825 shares; 2025Q4: 6,478 shares 6,478 $930K 0.25% -347 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 14,827 shares; 2025Q4: 19,542 shares 19,542 $919K 0.25% +4,715 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: 8,841 shares; 2024Q4: 5,939 shares; 2025Q1: 8,312 shares; 2025Q2: 7,453 shares; 2025Q3: 4,727 shares; 2025Q4: 5,914 shares 5,914 $916K 0.25% +1,187 Timeline OKLO OKLO INC More: the full row for OKLO 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: 10,052 shares; 2025Q4: 12,731 shares 12,731 $914K 0.25% +2,679 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: not reported; 2025Q2: not reported; 2025Q3: 4,092 shares; 2025Q4: 4,586 shares 4,586 $903K 0.25% +494 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: 11,715 shares; 2024Q4: 12,361 shares; 2025Q1: 12,936 shares; 2025Q2: 10,405 shares; 2025Q3: 10,416 shares; 2025Q4: 20,053 shares 20,053 $897K 0.24% +9,637 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,830 shares; 2025Q4: 2,344 shares 2,344 $879K 0.24% +514 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: 942 shares; 2024Q4: 1,972 shares; 2025Q1: 1,722 shares; 2025Q2: 1,978 shares; 2025Q3: 1,419 shares; 2025Q4: 3,303 shares 3,303 $873K 0.24% +1,884 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: 2,711 shares; 2024Q4: 3,115 shares; 2025Q1: 3,346 shares; 2025Q2: 3,917 shares; 2025Q3: 1,905 shares; 2025Q4: 2,771 shares 2,771 $870K 0.24% +866 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: 719 shares; 2024Q4: 1,204 shares; 2025Q1: 1,329 shares; 2025Q2: 1,317 shares; 2025Q3: 1,260 shares; 2025Q4: 1,252 shares 1,252 $857K 0.23% -8 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 2,721 shares; 2025Q3: 3,984 shares; 2025Q4: 4,570 shares 4,570 $848K 0.23% +586 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: 2,249 shares; 2024Q4: 2,315 shares; 2025Q1: 2,475 shares; 2025Q2: 2,943 shares; 2025Q3: 2,858 shares; 2025Q4: 4,268 shares 4,268 $848K 0.23% +1,410 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: 2,080 shares; 2024Q4: 2,359 shares; 2025Q1: 2,410 shares; 2025Q2: 3,960 shares; 2025Q3: 4,212 shares; 2025Q4: 3,926 shares 3,926 $843K 0.23% -286 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: 4,911 shares; 2024Q4: 5,032 shares; 2025Q1: 5,330 shares; 2025Q2: 5,190 shares; 2025Q3: 4,829 shares; 2025Q4: 4,868 shares 4,868 $842K 0.23% +39 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: 2,995 shares; 2024Q4: 3,488 shares; 2025Q1: 3,585 shares; 2025Q2: 3,061 shares; 2025Q3: 2,900 shares; 2025Q4: 2,910 shares 2,910 $834K 0.23% +10 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: 4,998 shares; 2025Q2: 7,463 shares; 2025Q3: 7,179 shares; 2025Q4: 10,191 shares 10,191 $827K 0.22% +3,012 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: not reported; 2024Q4: not reported; 2025Q1: 4,091 shares; 2025Q2: 6,399 shares; 2025Q3: 6,613 shares; 2025Q4: 9,447 shares 9,447 $806K 0.22% +2,834 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 32,982 shares; 2025Q3: 61,989 shares; 2025Q4: 30,777 shares 30,777 $804K 0.22% -31,212 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: 4,546 shares; 2024Q4: 7,014 shares; 2025Q1: 12,091 shares; 2025Q2: 13,839 shares; 2025Q3: 12,679 shares; 2025Q4: 13,625 shares 13,625 $780K 0.21% +946 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 2,909 shares; 2025Q2: 1,455 shares; 2025Q3: 2,074 shares; 2025Q4: 2,529 shares 2,529 $774K 0.21% +455 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,043 shares; 2025Q1: 1,957 shares; 2025Q2: 2,158 shares; 2025Q3: 2,594 shares; 2025Q4: 2,732 shares 2,732 $761K 0.21% +138 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: not reported; 2025Q4: 28,369 shares 28,369 $742K 0.2% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 665 shares; 2025Q1: 564 shares; 2025Q2: 644 shares; 2025Q3: 550 shares; 2025Q4: 604 shares 604 $736K 0.2% +54 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: 2,089 shares; 2024Q4: 2,890 shares; 2025Q1: 4,550 shares; 2025Q2: 5,236 shares; 2025Q3: 4,732 shares; 2025Q4: 4,962 shares 4,962 $710K 0.19% +230 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: 2,463 shares; 2024Q4: 2,348 shares; 2025Q1: 3,860 shares; 2025Q2: 4,047 shares; 2025Q3: 4,252 shares; 2025Q4: 4,861 shares 4,861 $696K 0.19% +609 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 20,156 shares 20,156 $694K 0.19% new 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: 3,246 shares; 2024Q4: 6,537 shares; 2025Q1: 8,234 shares; 2025Q2: 8,812 shares; 2025Q3: 6,141 shares; 2025Q4: 7,367 shares 7,367 $673K 0.18% +1,226 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 9,914 shares 9,914 $664K 0.18% new 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: 5,344 shares; 2024Q4: 7,563 shares; 2025Q1: 8,396 shares; 2025Q2: 9,107 shares; 2025Q3: 8,180 shares; 2025Q4: 9,516 shares 9,516 $662K 0.18% +1,336 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: 2,000 shares; 2024Q4: 2,971 shares; 2025Q1: 2,773 shares; 2025Q2: 3,046 shares; 2025Q3: 2,165 shares; 2025Q4: 2,838 shares 2,838 $645K 0.18% +673 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: 3,491 shares; 2024Q4: 4,278 shares; 2025Q1: 3,021 shares; 2025Q2: 3,317 shares; 2025Q3: 4,205 shares; 2025Q4: 4,106 shares 4,106 $643K 0.17% -99 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: 7,969 shares; 2024Q4: 5,731 shares; 2025Q1: 9,456 shares; 2025Q2: 11,980 shares; 2025Q3: 9,992 shares; 2025Q4: 8,120 shares 8,120 $631K 0.17% -1,872 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: 11,402 shares; 2024Q4: 14,325 shares; 2025Q1: 23,576 shares; 2025Q2: 17,300 shares; 2025Q3: 7,407 shares; 2025Q4: 7,364 shares 7,364 $617K 0.17% -43 Timeline SCHO 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: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,791 shares; 2025Q4: 25,160 shares 25,160 $613K 0.17% +7,369 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: 452 shares; 2025Q2: 1,460 shares; 2025Q3: 911 shares; 2025Q4: 808 shares 808 $609K 0.17% -103 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: 2,992 shares; 2024Q4: 2,572 shares; 2025Q1: 2,295 shares; 2025Q2: 2,150 shares; 2025Q3: 1,945 shares; 2025Q4: 1,850 shares 1,850 $609K 0.17% -95 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 55,011 shares; 2025Q4: 26,770 shares 26,770 $593K 0.16% -28,241 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: 10,053 shares; 2024Q4: 13,323 shares; 2025Q1: 21,763 shares; 2025Q2: 17,561 shares; 2025Q3: 6,425 shares; 2025Q4: 6,425 shares 6,425 $585K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 4,717 shares; 2025Q3: 6,043 shares; 2025Q4: 2,192 shares 2,192 $565K 0.15% -3,851 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: 2,262 shares; 2024Q4: 3,317 shares; 2025Q1: 2,846 shares; 2025Q2: 3,635 shares; 2025Q3: 3,533 shares; 2025Q4: 4,979 shares 4,979 $565K 0.15% +1,446 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: 4,695 shares; 2024Q4: 6,328 shares; 2025Q1: 7,206 shares; 2025Q2: 7,814 shares; 2025Q3: 7,398 shares; 2025Q4: 7,319 shares 7,319 $564K 0.15% -79 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: 976 shares; 2024Q4: 1,289 shares; 2025Q1: 1,126 shares; 2025Q2: 1,329 shares; 2025Q3: 1,467 shares; 2025Q4: 1,616 shares 1,616 $564K 0.15% +149 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: 1,005 shares; 2024Q4: 1,497 shares; 2025Q1: 1,576 shares; 2025Q2: 1,984 shares; 2025Q3: 1,738 shares; 2025Q4: 1,821 shares 1,821 $554K 0.15% +83 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,769 shares; 2025Q1: 3,147 shares; 2025Q2: 3,129 shares; 2025Q3: 2,807 shares; 2025Q4: 2,975 shares 2,975 $552K 0.15% +168 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: 9,957 shares; 2024Q4: 12,297 shares; 2025Q1: 20,460 shares; 2025Q2: 17,057 shares; 2025Q3: 6,525 shares; 2025Q4: 6,119 shares 6,119 $548K 0.15% -406 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: 5,746 shares; 2024Q4: 3,857 shares; 2025Q1: 2,768 shares; 2025Q2: 4,650 shares; 2025Q3: 6,006 shares; 2025Q4: 3,524 shares 3,524 $547K 0.15% -2,482 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: 9,369 shares; 2024Q4: 12,244 shares; 2025Q1: 20,345 shares; 2025Q2: 16,517 shares; 2025Q3: 5,868 shares; 2025Q4: 5,878 shares 5,878 $546K 0.15% +10 Timeline VOX 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: 2,121 shares; 2024Q4: 2,529 shares; 2025Q1: 3,802 shares; 2025Q2: 2,448 shares; 2025Q3: 2,743 shares; 2025Q4: 2,722 shares 2,722 $527K 0.14% -21 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: not reported; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: 4,819 shares; 2025Q3: 5,235 shares; 2025Q4: 5,488 shares 5,488 $527K 0.14% +253 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: not reported; 2025Q4: 9,545 shares 9,545 $522K 0.14% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 6,957 shares 6,957 $522K 0.14% +3,792 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: 2,532 shares; 2024Q4: 2,814 shares; 2025Q1: 2,936 shares; 2025Q2: 2,830 shares; 2025Q3: 2,458 shares; 2025Q4: 2,597 shares 2,597 $504K 0.14% +139 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares 2,075 $503K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,242 shares; 2025Q2: 2,781 shares; 2025Q3: 2,101 shares; 2025Q4: 2,491 shares 2,491 $500K 0.14% +390 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 1,226 shares; 2025Q2: 1,656 shares; 2025Q3: 1,427 shares; 2025Q4: 1,545 shares 1,545 $492K 0.13% +118 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,609 shares; 2025Q4: 1,584 shares 1,584 $481K 0.13% -25 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 4,451 shares; 2025Q1: 4,203 shares; 2025Q2: 3,676 shares; 2025Q3: 3,470 shares; 2025Q4: 2,798 shares 2,798 $476K 0.13% -672 Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 6,025 shares; 2025Q4: 7,351 shares 7,351 $471K 0.13% +1,326 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 41,139 shares 41,139 $471K 0.13% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,783 shares; 2025Q4: 10,909 shares 10,909 $469K 0.13% +2,126 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: 588 shares; 2024Q4: 701 shares; 2025Q1: 758 shares; 2025Q2: 817 shares; 2025Q3: 679 shares; 2025Q4: 813 shares 813 $463K 0.13% +134 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: 2,511 shares; 2024Q4: 4,212 shares; 2025Q1: 2,472 shares; 2025Q2: 1,810 shares; 2025Q3: 1,823 shares; 2025Q4: 1,770 shares 1,770 $457K 0.12% -53 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: 5,872 shares; 2024Q4: 5,505 shares; 2025Q1: 5,855 shares; 2025Q2: 5,324 shares; 2025Q3: 3,018 shares; 2025Q4: 3,370 shares 3,370 $456K 0.12% +352 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,286 shares; 2025Q1: 9,234 shares; 2025Q2: 3,344 shares; 2025Q3: 3,178 shares; 2025Q4: 3,457 shares 3,457 $453K 0.12% +279 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,042 shares; 2025Q1: 2,696 shares; 2025Q2: 2,806 shares; 2025Q3: 2,476 shares; 2025Q4: 2,534 shares 2,534 $453K 0.12% +58 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: 671 shares; 2024Q4: 850 shares; 2025Q1: 735 shares; 2025Q2: 842 shares; 2025Q3: 736 shares; 2025Q4: 663 shares 663 $449K 0.12% -73 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,828 shares; 2025Q1: 1,309 shares; 2025Q2: 1,569 shares; 2025Q3: 1,523 shares; 2025Q4: 1,411 shares 1,411 $427K 0.12% -112 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 881 shares; 2025Q1: 883 shares; 2025Q2: 829 shares; 2025Q3: 766 shares; 2025Q4: 824 shares 824 $421K 0.11% +58 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: 1,091 shares; 2024Q4: 1,868 shares; 2025Q1: 2,135 shares; 2025Q2: 1,802 shares; 2025Q3: 1,447 shares; 2025Q4: 1,559 shares 1,559 $418K 0.11% +112 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: 6,855 shares; 2024Q4: 7,521 shares; 2025Q1: 9,067 shares; 2025Q2: 8,614 shares; 2025Q3: 3,313 shares; 2025Q4: 4,168 shares 4,168 $416K 0.11% +855 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,276 shares; 2025Q2: 3,799 shares; 2025Q3: 4,507 shares; 2025Q4: 5,098 shares 5,098 $415K 0.11% +591 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 538 shares; 2025Q4: 725 shares 725 $408K 0.11% +187 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: 1,826 shares; 2024Q4: 2,453 shares; 2025Q1: 2,622 shares; 2025Q2: 2,904 shares; 2025Q3: 2,597 shares; 2025Q4: 3,262 shares 3,262 $407K 0.11% +665 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 4,748 shares; 2025Q1: 4,765 shares; 2025Q2: 6,618 shares; 2025Q3: 3,655 shares; 2025Q4: 3,786 shares 3,786 $406K 0.11% +131 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: 2,656 shares; 2024Q4: 2,360 shares; 2025Q1: 2,416 shares; 2025Q2: 2,287 shares; 2025Q3: 1,931 shares; 2025Q4: 1,974 shares 1,974 $406K 0.11% +43 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: 5,345 shares; 2024Q4: 6,356 shares; 2025Q1: 2,646 shares; 2025Q2: 4,956 shares; 2025Q3: 5,783 shares; 2025Q4: 4,631 shares 4,631 $404K 0.11% -1,152 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,426 shares; 2025Q4: 1,664 shares 1,664 $401K 0.11% +238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,387 shares; 2025Q3: 3,904 shares; 2025Q4: 3,968 shares 3,968 $397K 0.11% +64 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,008 shares; 2025Q2: not reported; 2025Q3: 7,290 shares; 2025Q4: 8,842 shares 8,842 $386K 0.1% +1,552 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 3,298 shares 3,298 $385K 0.1% +1,244 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 2,106 shares; 2025Q1: 2,651 shares; 2025Q2: 2,903 shares; 2025Q3: 2,336 shares; 2025Q4: 1,991 shares 1,991 $382K 0.1% -345 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,861 shares; 2025Q1: 2,289 shares; 2025Q2: 2,070 shares; 2025Q3: 1,839 shares; 2025Q4: 2,168 shares 2,168 $381K 0.1% +329 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,758 shares 12,758 $380K 0.1% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: 13,492 shares; 2025Q1: 7,716 shares; 2025Q2: 10,001 shares; 2025Q3: 7,002 shares; 2025Q4: 6,890 shares 6,890 $378K 0.1% -112 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,692 shares; 2025Q2: 6,592 shares; 2025Q3: 7,702 shares; 2025Q4: 7,474 shares 7,474 $376K 0.1% -228 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: 3,298 shares; 2025Q1: 14,805 shares; 2025Q2: not reported; 2025Q3: 3,673 shares; 2025Q4: 5,063 shares 5,063 $375K 0.1% +1,390 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: 1,030 shares; 2024Q4: 1,191 shares; 2025Q1: 1,054 shares; 2025Q2: 1,354 shares; 2025Q3: 1,251 shares; 2025Q4: 1,263 shares 1,263 $374K 0.1% +12 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: 1,453 shares; 2024Q4: 1,457 shares; 2025Q1: 1,518 shares; 2025Q2: 1,373 shares; 2025Q3: 1,136 shares; 2025Q4: 1,191 shares 1,191 $372K 0.1% +55 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: 53 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 77 shares; 2025Q4: 69 shares 69 $369K 0.1% -8 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH 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: 6,455 shares; 2025Q2: not reported; 2025Q3: 7,353 shares; 2025Q4: 8,272 shares 8,272 $368K 0.1% +919 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: not reported; 2024Q4: not reported; 2025Q1: 9,717 shares; 2025Q2: 8,568 shares; 2025Q3: not reported; 2025Q4: 14,756 shares 14,756 $366K 0.1% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 3,024 shares; 2025Q1: 1,341 shares; 2025Q2: 1,398 shares; 2025Q3: not reported; 2025Q4: 2,657 shares 2,657 $362K 0.1% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 972 shares; 2025Q1: 761 shares; 2025Q2: 682 shares; 2025Q3: 543 shares; 2025Q4: 767 shares 767 $360K 0.1% +224 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,877 shares; 2025Q1: 2,036 shares; 2025Q2: 2,052 shares; 2025Q3: 1,507 shares; 2025Q4: 1,691 shares 1,691 $354K 0.1% +184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,399 shares; 2025Q4: 1,465 shares 1,465 $352K 0.1% +66 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: 1,523 shares; 2025Q1: 1,682 shares; 2025Q2: 1,521 shares; 2025Q3: 1,257 shares; 2025Q4: 1,518 shares 1,518 $349K 0.09% +261 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,155 shares; 2025Q4: 12,640 shares 12,640 $346K 0.09% +485 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,136 shares; 2024Q4: 4,646 shares; 2025Q1: 8,076 shares; 2025Q2: 9,403 shares; 2025Q3: 12,392 shares; 2025Q4: 2,163 shares 2,163 $345K 0.09% -10,229 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: not reported; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 1,827 shares; 2025Q4: 2,205 shares 2,205 $339K 0.09% +378 Timeline DIVB 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: 5,065 shares; 2025Q2: 5,226 shares; 2025Q3: 5,448 shares; 2025Q4: 6,376 shares 6,376 $339K 0.09% +928 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: 3,850 shares; 2025Q4: 6,049 shares 6,049 $336K 0.09% +2,199 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 1,522 shares 1,522 $334K 0.09% +257 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: not reported; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 3,787 shares; 2025Q3: 4,400 shares; 2025Q4: 4,049 shares 4,049 $325K 0.09% -351 Timeline VGK 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: 3,221 shares; 2025Q3: 3,415 shares; 2025Q4: 3,851 shares 3,851 $322K 0.09% +436 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,956 shares; 2025Q1: 4,167 shares; 2025Q2: 3,814 shares; 2025Q3: 2,485 shares; 2025Q4: 2,402 shares 2,402 $321K 0.09% -83 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: 1,610 shares; 2024Q4: 1,637 shares; 2025Q1: 1,601 shares; 2025Q2: 1,356 shares; 2025Q3: 959 shares; 2025Q4: 1,093 shares 1,093 $320K 0.09% +134 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,485 shares; 2025Q4: 1,413 shares 1,413 $319K 0.09% -72 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares 1,005 $316K 0.09% new Timeline FBCV 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: 10,093 shares; 2024Q4: 10,911 shares; 2025Q1: 9,399 shares; 2025Q2: 6,921 shares; 2025Q3: 10,348 shares; 2025Q4: 8,820 shares 8,820 $315K 0.09% -1,528 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 4,129 shares; 2025Q1: 3,634 shares; 2025Q2: 3,979 shares; 2025Q3: 2,631 shares; 2025Q4: 1,724 shares 1,724 $314K 0.09% -907 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 3,703 shares; 2025Q1: 4,832 shares; 2025Q2: 3,137 shares; 2025Q3: 3,958 shares; 2025Q4: 2,672 shares 2,672 $314K 0.09% -1,286 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,348 shares; 2025Q1: 1,358 shares; 2025Q2: 1,603 shares; 2025Q3: 1,469 shares; 2025Q4: 1,121 shares 1,121 $313K 0.09% -348 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,505 shares; 2025Q2: not reported; 2025Q3: 6,883 shares; 2025Q4: 7,784 shares 7,784 $313K 0.09% +901 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,318 shares; 2025Q4: 1,524 shares 1,524 $312K 0.08% +206 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: 9,516 shares; 2024Q4: 7,300 shares; 2025Q1: 7,302 shares; 2025Q2: 6,410 shares; 2025Q3: 4,489 shares; 2025Q4: 3,762 shares 3,762 $306K 0.08% -727 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,788 shares 2,788 $306K 0.08% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,763 shares; 2025Q2: 64,936 shares; 2025Q3: 91,285 shares; 2025Q4: 12,415 shares 12,415 $305K 0.08% -78,870 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,536 shares 4,536 $304K 0.08% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,746 shares; 2025Q2: 3,311 shares; 2025Q3: 3,505 shares; 2025Q4: 3,809 shares 3,809 $304K 0.08% +304 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 2,881 shares; 2025Q1: 1,674 shares; 2025Q2: 2,230 shares; 2025Q3: 1,154 shares; 2025Q4: 2,543 shares 2,543 $304K 0.08% +1,389 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: 331 shares; 2024Q4: 363 shares; 2025Q1: 419 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 453 shares 453 $301K 0.08% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 5,903 shares; 2025Q4: 6,951 shares 6,951 $296K 0.08% +1,048 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 1,199 shares 1,199 $296K 0.08% -348 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 568 shares; 2025Q1: 480 shares; 2025Q2: 573 shares; 2025Q3: not reported; 2025Q4: 1,155 shares 1,155 $291K 0.08% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 6,231 shares; 2025Q2: 9,851 shares; 2025Q3: 12,787 shares; 2025Q4: 3,671 shares 3,671 $290K 0.08% -9,116 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,892 shares; 2025Q3: 2,421 shares; 2025Q4: 2,510 shares 2,510 $288K 0.08% +89 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: not reported; 2024Q4: 1,231 shares; 2025Q1: 1,214 shares; 2025Q2: 1,410 shares; 2025Q3: 1,309 shares; 2025Q4: 1,308 shares 1,308 $288K 0.08% -1 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: 5,026 shares; 2024Q4: 3,881 shares; 2025Q1: 4,006 shares; 2025Q2: not reported; 2025Q3: 4,134 shares; 2025Q4: 4,136 shares 4,136 $287K 0.08% +2 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,624 shares 1,624 $286K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 503 shares; 2025Q2: 603 shares; 2025Q3: 668 shares; 2025Q4: 726 shares 726 $278K 0.08% +58 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 259 shares; 2025Q2: 273 shares; 2025Q3: 278 shares; 2025Q4: 1,815 shares 1,815 $278K 0.08% +1,537 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: 4,090 shares; 2024Q4: 5,038 shares; 2025Q1: 3,685 shares; 2025Q2: 2,968 shares; 2025Q3: not reported; 2025Q4: 2,651 shares 2,651 $277K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,561 shares; 2025Q2: 2,683 shares; 2025Q3: 2,360 shares; 2025Q4: 2,863 shares 2,863 $275K 0.07% +503 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 2,206 shares 2,206 $274K 0.07% +534 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: not reported; 2024Q4: not reported; 2025Q1: 2,304 shares; 2025Q2: 3,282 shares; 2025Q3: 3,605 shares; 2025Q4: 3,218 shares 3,218 $271K 0.07% -387 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 822 shares; 2025Q1: 1,260 shares; 2025Q2: not reported; 2025Q3: 522 shares; 2025Q4: 550 shares 550 $268K 0.07% +28 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,283 shares 1,283 $268K 0.07% new 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: 1,324 shares; 2024Q4: 1,563 shares; 2025Q1: 2,464 shares; 2025Q2: 2,617 shares; 2025Q3: 2,091 shares; 2025Q4: 2,115 shares 2,115 $267K 0.07% +24 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,853 shares; 2025Q1: 3,761 shares; 2025Q2: 3,570 shares; 2025Q3: 3,712 shares; 2025Q4: 2,578 shares 2,578 $264K 0.07% -1,134 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: not reported; 2024Q4: 688 shares; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: not reported; 2025Q4: 463 shares 463 $260K 0.07% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,168 shares; 2025Q4: 4,847 shares 4,847 $259K 0.07% -321 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: 2,934 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,258 shares 2,258 $258K 0.07% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,752 shares 10,752 $258K 0.07% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,620 shares; 2025Q1: 1,533 shares; 2025Q2: 1,168 shares; 2025Q3: 861 shares; 2025Q4: 886 shares 886 $258K 0.07% +25 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,513 shares; 2025Q4: 7,951 shares 7,951 $254K 0.07% +438 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,915 shares; 2025Q1: 4,079 shares; 2025Q2: 4,939 shares; 2025Q3: 4,943 shares; 2025Q4: 4,401 shares 4,401 $254K 0.07% -542 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: 3,117 shares; 2024Q4: 3,128 shares; 2025Q1: 3,519 shares; 2025Q2: 3,094 shares; 2025Q3: 2,540 shares; 2025Q4: 2,693 shares 2,693 $252K 0.07% +153 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,318 shares; 2025Q3: 3,397 shares; 2025Q4: 3,776 shares 3,776 $251K 0.07% +379 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,019 shares; 2025Q4: 1,087 shares 1,087 $250K 0.07% +68 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,349 shares 4,349 $247K 0.07% new Timeline XPH 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: not reported; 2025Q4: 4,350 shares 4,350 $244K 0.07% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 6,601 shares; 2025Q4: 7,485 shares 7,485 $243K 0.07% +884 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,685 shares; 2025Q1: 7,434 shares; 2025Q2: 8,137 shares; 2025Q3: 5,954 shares; 2025Q4: 5,935 shares 5,935 $242K 0.07% -19 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,314 shares 1,314 $240K 0.07% +232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,424 shares 5,424 $238K 0.06% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,098 shares; 2025Q1: 2,105 shares; 2025Q2: 1,964 shares; 2025Q3: not reported; 2025Q4: 2,159 shares 2,159 $236K 0.06% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 4,098 shares; 2025Q1: 4,710 shares; 2025Q2: 3,668 shares; 2025Q3: 3,670 shares; 2025Q4: 3,377 shares 3,377 $234K 0.06% -293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 705 shares; 2025Q4: 723 shares 723 $234K 0.06% +18 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: 22,801 shares; 2024Q4: 31,430 shares; 2025Q1: 26,256 shares; 2025Q2: 23,322 shares; 2025Q3: 5,721 shares; 2025Q4: 4,905 shares 4,905 $232K 0.06% -816 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 530 shares; 2025Q1: 434 shares; 2025Q2: 489 shares; 2025Q3: 532 shares; 2025Q4: 579 shares 579 $227K 0.06% +47 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,603 shares 6,603 $225K 0.06% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 3,163 shares 3,163 $222K 0.06% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,060 shares 6,060 $222K 0.06% new 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: 860 shares; 2024Q4: 920 shares; 2025Q1: 1,018 shares; 2025Q2: 944 shares; 2025Q3: 743 shares; 2025Q4: 800 shares 800 $220K 0.06% +57 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,910 shares; 2025Q3: 3,025 shares; 2025Q4: 3,174 shares 3,174 $220K 0.06% +149 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,372 shares; 2025Q2: 1,112 shares; 2025Q3: 1,171 shares; 2025Q4: 1,033 shares 1,033 $218K 0.06% -138 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,202 shares; 2025Q4: 8,254 shares 8,254 $217K 0.06% +52 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER 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: 5,513 shares 5,513 $217K 0.06% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 714 shares 714 $215K 0.06% -73 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 706 shares; 2025Q1: 744 shares; 2025Q2: 580 shares; 2025Q3: not reported; 2025Q4: 599 shares 599 $210K 0.06% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,147 shares; 2025Q4: 730 shares 730 $210K 0.06% -417 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,888 shares; 2025Q1: 21,280 shares; 2025Q2: 17,719 shares; 2025Q3: 10,428 shares; 2025Q4: 18,037 shares 18,037 $207K 0.06% +7,609 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: 6,328 shares; 2024Q4: 7,198 shares; 2025Q1: 9,311 shares; 2025Q2: 6,158 shares; 2025Q3: 3,625 shares; 2025Q4: 3,423 shares 3,423 $206K 0.06% -202 Timeline MGNI MAGNITE INC More: the full row for MAGNITE 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: 12,686 shares 12,686 $206K 0.06% 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: 12,400 shares; 2024Q4: 10,295 shares; 2025Q1: 9,028 shares; 2025Q2: 9,988 shares; 2025Q3: 3,841 shares; 2025Q4: 3,850 shares 3,850 $203K 0.06% +9 Timeline JAJL 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: 6,988 shares 6,988 $203K 0.06% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,367 shares 2,367 $203K 0.06% new Timeline QYLD 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: 10,712 shares; 2025Q4: 10,906 shares 10,906 $193K 0.05% +194 Timeline BUYW 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: 10,135 shares; 2024Q4: 10,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,256 shares 11,256 $161K 0.04% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 11,303 shares 11,303 $103K 0.03% new Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,555 shares; 2025Q3: 14,121 shares; 2025Q4: 17,375 shares 17,375 $84.3K 0.02% +3,254 Timeline NUBURU INC NUBURU INC More: the full row for NUBURU 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: 17,895 shares 17,895 $2.85K <0.01% new