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: restricted; 2024Q4: 457,672 shares; 2025Q1: 408,743 shares; 2025Q2: 415,027 shares; 2025Q3: 427,130 shares; 2025Q4: 437,911 shares 437,911 $300M 18.16% +10,781 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,649,516 shares; 2025Q2: 3,295,512 shares; 2025Q3: 3,448,937 shares; 2025Q4: 3,606,912 shares 3,606,912 $138M 8.34% +157,975 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: restricted; 2024Q4: 398,770 shares; 2025Q1: 531,434 shares; 2025Q2: 557,041 shares; 2025Q3: 566,069 shares; 2025Q4: 534,840 shares 534,840 $106M 6.43% -31,229 Timeline FENI 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: restricted; 2024Q4: 1,557,641 shares; 2025Q1: 2,122,697 shares; 2025Q2: 2,390,713 shares; 2025Q3: 2,422,295 shares; 2025Q4: 2,467,211 shares 2,467,211 $90.3M 5.46% +44,916 Timeline SCHM 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: restricted; 2024Q4: 3,345,175 shares; 2025Q1: 3,000,909 shares; 2025Q2: 2,908,580 shares; 2025Q3: 2,928,064 shares; 2025Q4: 2,980,496 shares 2,980,496 $89.6M 5.43% +52,432 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,102,272 shares; 2025Q1: 990,034 shares; 2025Q2: 900,124 shares; 2025Q3: 900,194 shares; 2025Q4: 921,275 shares 921,275 $82.4M 4.99% +21,081 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: restricted; 2024Q4: 282,484 shares; 2025Q1: 270,787 shares; 2025Q2: 268,008 shares; 2025Q3: 261,723 shares; 2025Q4: 258,443 shares 258,443 $70.3M 4.25% -3,280 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,848,865 shares; 2025Q2: 2,237,522 shares; 2025Q3: 2,469,657 shares; 2025Q4: 2,547,521 shares 2,547,521 $68M 4.12% +77,864 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,551 shares; 2025Q1: 95,674 shares; 2025Q2: 93,340 shares; 2025Q3: 93,934 shares; 2025Q4: 93,707 shares 93,707 $58.8M 3.56% -227 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266,249 shares; 2025Q1: 600,808 shares; 2025Q2: 639,598 shares; 2025Q3: 623,375 shares; 2025Q4: 635,341 shares 635,341 $48.9M 2.96% +11,966 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 979,925 shares; 2025Q1: 860,422 shares; 2025Q2: 860,497 shares; 2025Q3: 917,282 shares; 2025Q4: 946,255 shares 946,255 $47.9M 2.9% +28,973 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 849,210 shares; 2025Q1: 880,339 shares; 2025Q2: 738,126 shares; 2025Q3: 808,857 shares; 2025Q4: 852,260 shares 852,260 $29.1M 1.76% +43,403 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: restricted; 2024Q4: 56,035 shares; 2025Q1: 288,102 shares; 2025Q2: 309,343 shares; 2025Q3: 313,321 shares; 2025Q4: 317,717 shares 317,717 $28.9M 1.75% +4,396 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: restricted; 2024Q4: 65,956 shares; 2025Q1: 56,906 shares; 2025Q2: 52,102 shares; 2025Q3: 49,450 shares; 2025Q4: 48,711 shares 48,711 $23.6M 1.43% -739 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: restricted; 2024Q4: 87,530 shares; 2025Q1: 77,567 shares; 2025Q2: 76,747 shares; 2025Q3: 66,445 shares; 2025Q4: 62,832 shares 62,832 $19.7M 1.19% -3,613 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: restricted; 2024Q4: 107,551 shares; 2025Q1: 120,991 shares; 2025Q2: 114,710 shares; 2025Q3: 107,139 shares; 2025Q4: 103,342 shares 103,342 $19.3M 1.17% -3,797 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,138 shares; 2025Q1: 162,039 shares; 2025Q2: 166,087 shares; 2025Q3: 169,242 shares; 2025Q4: 186,009 shares 186,009 $14.9M 0.9% +16,767 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: restricted; 2024Q4: 69,030 shares; 2025Q1: 62,867 shares; 2025Q2: 62,427 shares; 2025Q3: 58,895 shares; 2025Q4: 58,041 shares 58,041 $13.4M 0.81% -854 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: restricted; 2024Q4: 36,634 shares; 2025Q1: 26,704 shares; 2025Q2: 24,904 shares; 2025Q3: 24,721 shares; 2025Q4: 24,262 shares 24,262 $12.2M 0.74% -459 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,091 shares; 2025Q1: 227,881 shares; 2025Q2: 206,564 shares; 2025Q3: 221,443 shares; 2025Q4: 235,934 shares 235,934 $9.74M 0.59% +14,491 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: restricted; 2024Q4: 130,922 shares; 2025Q1: 110,965 shares; 2025Q2: 110,860 shares; 2025Q3: 91,314 shares; 2025Q4: 89,900 shares 89,900 $9.63M 0.58% -1,414 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 226,628 shares 226,628 $8.86M 0.54% new 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: restricted; 2024Q4: 35,825 shares; 2025Q1: 31,738 shares; 2025Q2: 31,305 shares; 2025Q3: 25,473 shares; 2025Q4: 24,830 shares 24,830 $8.59M 0.52% -643 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: restricted; 2024Q4: 12,813 shares; 2025Q1: 11,251 shares; 2025Q2: 11,373 shares; 2025Q3: 11,013 shares; 2025Q4: 10,786 shares 10,786 $7.12M 0.43% -227 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: restricted; 2024Q4: 13,071 shares; 2025Q1: 22,805 shares; 2025Q2: 24,348 shares; 2025Q3: 22,218 shares; 2025Q4: 21,697 shares 21,697 $6.99M 0.42% -521 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,147 shares; 2025Q1: 8,771 shares; 2025Q2: 8,521 shares; 2025Q3: 7,971 shares; 2025Q4: 7,853 shares 7,853 $6.9M 0.42% -118 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: restricted; 2024Q4: 41,005 shares; 2025Q1: 32,483 shares; 2025Q2: 67,245 shares; 2025Q3: 66,301 shares; 2025Q4: 68,020 shares 68,020 $6.41M 0.39% +1,719 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,323 shares; 2025Q1: 107,947 shares; 2025Q2: 100,717 shares; 2025Q3: 97,619 shares; 2025Q4: 96,528 shares 96,528 $6.32M 0.38% -1,091 Timeline SHYD 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: restricted; 2024Q4: 211,559 shares; 2025Q1: 199,457 shares; 2025Q2: 324,678 shares; 2025Q3: 272,334 shares; 2025Q4: 269,364 shares 269,364 $6.17M 0.37% -2,970 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: restricted; 2024Q4: 30,393 shares; 2025Q1: 18,158 shares; 2025Q2: 16,964 shares; 2025Q3: 16,529 shares; 2025Q4: 16,088 shares 16,088 $5.64M 0.34% -441 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: restricted; 2024Q4: 65,370 shares; 2025Q1: 46,719 shares; 2025Q2: 44,550 shares; 2025Q3: 45,112 shares; 2025Q4: 45,444 shares 45,444 $5.47M 0.33% +332 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: restricted; 2024Q4: 13,295 shares; 2025Q1: 27,838 shares; 2025Q2: 27,648 shares; 2025Q3: 26,596 shares; 2025Q4: 26,128 shares 26,128 $5.41M 0.33% -468 Timeline VXF 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: restricted; 2024Q4: 24,905 shares; 2025Q1: 24,320 shares; 2025Q2: 24,007 shares; 2025Q3: 23,967 shares; 2025Q4: 23,957 shares 23,957 $5.01M 0.3% -10 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: restricted; 2024Q4: 4,214 shares; 2025Q1: 4,802 shares; 2025Q2: 4,750 shares; 2025Q3: 4,670 shares; 2025Q4: 4,518 shares 4,518 $4.86M 0.29% -152 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: restricted; 2024Q4: 80,226 shares; 2025Q1: 68,497 shares; 2025Q2: 65,235 shares; 2025Q3: 64,749 shares; 2025Q4: 64,450 shares 64,450 $4.77M 0.29% -299 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: restricted; 2024Q4: 12,772 shares; 2025Q1: 21,133 shares; 2025Q2: 21,424 shares; 2025Q3: 21,158 shares; 2025Q4: 20,093 shares 20,093 $4.59M 0.28% -1,065 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: restricted; 2024Q4: 51,379 shares; 2025Q1: 50,239 shares; 2025Q2: 48,112 shares; 2025Q3: 48,037 shares; 2025Q4: 47,666 shares 47,666 $4.58M 0.28% -371 Timeline USMV 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: restricted; 2024Q4: 459,752 shares; 2025Q1: 103,879 shares; 2025Q2: 50,635 shares; 2025Q3: 49,969 shares; 2025Q4: 48,436 shares 48,436 $4.56M 0.28% -1,533 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: restricted; 2024Q4: 6,557 shares; 2025Q1: 6,361 shares; 2025Q2: 6,310 shares; 2025Q3: 6,385 shares; 2025Q4: 6,457 shares 6,457 $4.4M 0.27% +72 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,174 shares; 2025Q1: 23,358 shares; 2025Q2: 23,434 shares; 2025Q3: 23,353 shares; 2025Q4: 23,354 shares 23,354 $4.31M 0.26% +1 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: restricted; 2024Q4: 24,682 shares; 2025Q1: 20,011 shares; 2025Q2: 18,749 shares; 2025Q3: 16,571 shares; 2025Q4: 15,723 shares 15,723 $4.04M 0.24% -848 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: restricted; 2024Q4: 20,861 shares; 2025Q1: 12,015 shares; 2025Q2: 15,924 shares; 2025Q3: 15,335 shares; 2025Q4: 14,954 shares 14,954 $3.96M 0.24% -381 Timeline INFO HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,812 shares 158,812 $3.89M 0.24% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,470 shares; 2025Q1: 18,620 shares; 2025Q2: 17,486 shares; 2025Q3: 11,437 shares; 2025Q4: 11,509 shares 11,509 $3.77M 0.23% +72 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: restricted; 2024Q4: 1,219 shares; 2025Q1: 906 shares; 2025Q2: 776 shares; 2025Q3: 707 shares; 2025Q4: 701 shares 701 $3.76M 0.23% -6 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: restricted; 2024Q4: 259,661 shares; 2025Q1: 92,352 shares; 2025Q2: 62,331 shares; 2025Q3: 64,411 shares; 2025Q4: 63,686 shares 63,686 $3.65M 0.22% -725 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,089 shares; 2025Q1: 74,683 shares; 2025Q2: 67,089 shares; 2025Q3: 65,881 shares; 2025Q4: 68,882 shares 68,882 $3.4M 0.21% +3,001 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,255 shares; 2025Q1: 66,010 shares; 2025Q2: 64,151 shares; 2025Q3: 62,483 shares; 2025Q4: 59,631 shares 59,631 $3.4M 0.21% -2,852 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: restricted; 2024Q4: 6,922 shares; 2025Q1: 9,289 shares; 2025Q2: 9,079 shares; 2025Q3: 8,721 shares; 2025Q4: 8,446 shares 8,446 $3.24M 0.2% -275 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,509 shares; 2025Q1: 65,375 shares; 2025Q2: 64,020 shares; 2025Q3: 64,473 shares; 2025Q4: 61,566 shares 61,566 $3.17M 0.19% -2,907 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: restricted; 2024Q4: 26,634 shares; 2025Q1: 26,539 shares; 2025Q2: 26,742 shares; 2025Q3: 27,345 shares; 2025Q4: 27,787 shares 27,787 $3.1M 0.19% +442 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,327 shares; 2025Q1: 14,554 shares; 2025Q2: 12,770 shares; 2025Q3: 10,966 shares; 2025Q4: 10,503 shares 10,503 $3.08M 0.19% -463 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: restricted; 2024Q4: not reported; 2025Q1: 36,279 shares; 2025Q2: 33,298 shares; 2025Q3: 34,356 shares; 2025Q4: 67,302 shares 67,302 $2.87M 0.17% +32,946 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,326 shares; 2025Q1: 3,071 shares; 2025Q2: 8,112 shares; 2025Q3: 7,931 shares; 2025Q4: 7,631 shares 7,631 $2.85M 0.17% -300 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: restricted; 2024Q4: 29,024 shares; 2025Q1: 19,113 shares; 2025Q2: 18,622 shares; 2025Q3: 14,520 shares; 2025Q4: 14,239 shares 14,239 $2.78M 0.17% -281 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: restricted; 2024Q4: 10,440 shares; 2025Q1: 22,529 shares; 2025Q2: 21,625 shares; 2025Q3: 20,630 shares; 2025Q4: 19,158 shares 19,158 $2.75M 0.17% -1,472 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,218 shares; 2025Q1: 6,250 shares; 2025Q2: 5,666 shares; 2025Q3: 5,304 shares; 2025Q4: 5,246 shares 5,246 $2.74M 0.17% -58 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: restricted; 2024Q4: 19,417 shares; 2025Q1: 16,591 shares; 2025Q2: 15,965 shares; 2025Q3: 11,200 shares; 2025Q4: 10,929 shares 10,929 $2.64M 0.16% -271 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: restricted; 2024Q4: 4,512 shares; 2025Q1: 4,522 shares; 2025Q2: 2,944 shares; 2025Q3: 2,676 shares; 2025Q4: 27,542 shares 27,542 $2.58M 0.16% +24,866 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: restricted; 2024Q4: 21,151 shares; 2025Q1: 21,494 shares; 2025Q2: 20,277 shares; 2025Q3: 18,746 shares; 2025Q4: 17,818 shares 17,818 $2.56M 0.15% -928 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,166 shares; 2025Q1: 8,501 shares; 2025Q2: 7,719 shares; 2025Q3: 6,195 shares; 2025Q4: 5,988 shares 5,988 $2.53M 0.15% -207 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: restricted; 2024Q4: 14,619 shares; 2025Q1: 8,931 shares; 2025Q2: 8,285 shares; 2025Q3: 8,148 shares; 2025Q4: 7,577 shares 7,577 $2.5M 0.15% -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: restricted; 2024Q4: 3,805 shares; 2025Q1: 4,761 shares; 2025Q2: 5,073 shares; 2025Q3: 5,079 shares; 2025Q4: 5,461 shares 5,461 $2.46M 0.15% +382 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: restricted; 2024Q4: 24,580 shares; 2025Q1: 23,582 shares; 2025Q2: 25,645 shares; 2025Q3: 26,190 shares; 2025Q4: 27,149 shares 27,149 $2.43M 0.15% +959 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: restricted; 2024Q4: 20,235 shares; 2025Q1: 15,048 shares; 2025Q2: 14,005 shares; 2025Q3: 10,858 shares; 2025Q4: 10,460 shares 10,460 $2.42M 0.15% -398 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,411 shares; 2025Q2: 31,708 shares; 2025Q3: 27,874 shares; 2025Q4: 52,649 shares 52,649 $2.39M 0.14% +24,775 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: restricted; 2024Q4: 12,605 shares; 2025Q1: 13,985 shares; 2025Q2: 31,520 shares; 2025Q3: 31,677 shares; 2025Q4: 31,531 shares 31,531 $2.37M 0.14% -146 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,356 shares; 2025Q1: 80,320 shares; 2025Q2: 81,224 shares; 2025Q3: 79,929 shares; 2025Q4: 76,191 shares 76,191 $2.35M 0.14% -3,738 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,079 shares; 2025Q1: 44,417 shares; 2025Q2: 44,505 shares; 2025Q3: 43,445 shares; 2025Q4: 40,657 shares 40,657 $2.23M 0.13% -2,788 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,541 shares; 2025Q1: 103,618 shares; 2025Q2: 78,917 shares; 2025Q3: 75,196 shares; 2025Q4: 71,130 shares 71,130 $2.2M 0.13% -4,066 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: restricted; 2024Q4: 6,946 shares; 2025Q1: 46,194 shares; 2025Q2: 49,577 shares; 2025Q3: 41,977 shares; 2025Q4: 39,933 shares 39,933 $2.2M 0.13% -2,044 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: restricted; 2024Q4: 10,187 shares; 2025Q1: 10,895 shares; 2025Q2: 11,633 shares; 2025Q3: 11,855 shares; 2025Q4: 11,564 shares 11,564 $2.06M 0.12% -291 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: restricted; 2024Q4: 7,344 shares; 2025Q1: 7,295 shares; 2025Q2: 7,383 shares; 2025Q3: 7,377 shares; 2025Q4: 14,246 shares 14,246 $2.05M 0.12% +6,869 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 65,636 shares; 2025Q2: 61,249 shares; 2025Q3: 54,596 shares; 2025Q4: 50,738 shares 50,738 $2.05M 0.12% -3,858 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,319 shares; 2025Q1: 45,014 shares; 2025Q2: 43,506 shares; 2025Q3: 42,946 shares; 2025Q4: 41,807 shares 41,807 $2.03M 0.12% -1,139 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,149 shares; 2025Q1: 4,020 shares; 2025Q2: 4,065 shares; 2025Q3: 3,631 shares; 2025Q4: 3,509 shares 3,509 $2.03M 0.12% -122 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: restricted; 2024Q4: 10,706 shares; 2025Q1: 29,223 shares; 2025Q2: 31,094 shares; 2025Q3: 26,770 shares; 2025Q4: 23,993 shares 23,993 $2.02M 0.12% -2,777 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: restricted; 2024Q4: not reported; 2025Q1: 3,116 shares; 2025Q2: 3,216 shares; 2025Q3: 2,437 shares; 2025Q4: 2,288 shares 2,288 $2.01M 0.12% -149 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: restricted; 2024Q4: 6,718 shares; 2025Q1: 6,478 shares; 2025Q2: 6,374 shares; 2025Q3: 6,057 shares; 2025Q4: 7,527 shares 7,527 $1.94M 0.12% +1,470 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: restricted; 2024Q4: 6,774 shares; 2025Q1: 6,773 shares; 2025Q2: 9,261 shares; 2025Q3: 8,992 shares; 2025Q4: 8,997 shares 8,997 $1.88M 0.11% +5 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,987 shares; 2025Q1: 2,390 shares; 2025Q2: 2,010 shares; 2025Q3: 1,882 shares; 2025Q4: 1,857 shares 1,857 $1.87M 0.11% -25 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,832 shares; 2025Q1: 3,892 shares; 2025Q2: 4,955 shares; 2025Q3: 15,664 shares; 2025Q4: 12,133 shares 12,133 $1.87M 0.11% -3,531 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,485 shares; 2025Q1: 40,515 shares; 2025Q2: 41,348 shares; 2025Q3: 35,247 shares; 2025Q4: 35,156 shares 35,156 $1.86M 0.11% -91 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,099 shares; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 8,434 shares; 2025Q4: 8,044 shares 8,044 $1.84M 0.11% -390 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,426 shares; 2025Q1: 35,436 shares; 2025Q2: 34,640 shares; 2025Q3: 34,640 shares; 2025Q4: 34,640 shares 34,640 $1.84M 0.11% 0 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: restricted; 2024Q4: 5,950 shares; 2025Q1: 5,037 shares; 2025Q2: 5,249 shares; 2025Q3: 5,230 shares; 2025Q4: 5,843 shares 5,843 $1.83M 0.11% +613 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,645 shares; 2025Q1: 9,028 shares; 2025Q2: 8,148 shares; 2025Q3: 7,451 shares; 2025Q4: 7,207 shares 7,207 $1.81M 0.11% -244 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares 247 $1.8M 0.11% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,849 shares; 2025Q1: 9,521 shares; 2025Q2: 6,665 shares; 2025Q3: 5,492 shares; 2025Q4: 5,600 shares 5,600 $1.75M 0.11% +108 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: restricted; 2024Q4: 20,773 shares; 2025Q1: 18,217 shares; 2025Q2: 15,558 shares; 2025Q3: 16,014 shares; 2025Q4: 15,765 shares 15,765 $1.68M 0.1% -249 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,932 shares; 2025Q2: 43,864 shares; 2025Q3: 43,704 shares; 2025Q4: 39,593 shares 39,593 $1.64M 0.1% -4,111 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,161 shares; 2025Q1: 32,161 shares; 2025Q2: 32,161 shares; 2025Q3: 32,161 shares; 2025Q4: 32,161 shares 32,161 $1.63M 0.1% 0 Timeline IDV 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: restricted; 2024Q4: 37,346 shares; 2025Q1: 37,832 shares; 2025Q2: 39,374 shares; 2025Q3: 39,960 shares; 2025Q4: 41,280 shares 41,280 $1.63M 0.1% +1,320 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: restricted; 2024Q4: 6,643 shares; 2025Q1: 4,018 shares; 2025Q2: 4,018 shares; 2025Q3: 4,018 shares; 2025Q4: 4,021 shares 4,021 $1.59M 0.1% +3 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,819 shares; 2025Q1: 36,819 shares; 2025Q2: 33,946 shares; 2025Q3: 33,946 shares; 2025Q4: 35,305 shares 35,305 $1.57M 0.1% +1,359 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: restricted; 2024Q4: 714 shares; 2025Q1: 752 shares; 2025Q2: 1,144 shares; 2025Q3: 2,021 shares; 2025Q4: 1,816 shares 1,816 $1.57M 0.09% -205 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,561 shares; 2025Q1: 43,896 shares; 2025Q2: 43,230 shares; 2025Q3: 42,230 shares; 2025Q4: 40,132 shares 40,132 $1.55M 0.09% -2,098 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: restricted; 2024Q4: 4,387 shares; 2025Q1: 4,774 shares; 2025Q2: 4,756 shares; 2025Q3: 4,819 shares; 2025Q4: 4,953 shares 4,953 $1.51M 0.09% +134 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: restricted; 2024Q4: 20,952 shares; 2025Q1: 12,531 shares; 2025Q2: 10,347 shares; 2025Q3: 9,222 shares; 2025Q4: 8,308 shares 8,308 $1.51M 0.09% -914 Timeline ISEP 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: restricted; 2024Q4: 47,046 shares; 2025Q1: 47,196 shares; 2025Q2: 44,852 shares; 2025Q3: 46,716 shares; 2025Q4: 45,113 shares 45,113 $1.47M 0.09% -1,603 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: restricted; 2024Q4: not reported; 2025Q1: 6,858 shares; 2025Q2: 30,072 shares; 2025Q3: 23,170 shares; 2025Q4: 22,730 shares 22,730 $1.46M 0.09% -440 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,967 shares; 2025Q1: 19,142 shares; 2025Q2: 19,369 shares; 2025Q3: 18,029 shares; 2025Q4: 13,740 shares 13,740 $1.44M 0.09% -4,289 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,422 shares; 2025Q1: 7,760 shares; 2025Q2: 7,096 shares; 2025Q3: 6,009 shares; 2025Q4: 5,969 shares 5,969 $1.44M 0.09% -40 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,464 shares; 2025Q1: 35,249 shares; 2025Q2: 33,353 shares; 2025Q3: 32,066 shares; 2025Q4: 31,962 shares 31,962 $1.42M 0.09% -104 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: restricted; 2024Q4: 13,876 shares; 2025Q1: 14,101 shares; 2025Q2: 14,413 shares; 2025Q3: 14,290 shares; 2025Q4: 14,740 shares 14,740 $1.37M 0.08% +450 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,729 shares; 2025Q1: 21,162 shares; 2025Q2: 22,698 shares; 2025Q3: 26,634 shares; 2025Q4: 27,068 shares 27,068 $1.37M 0.08% +434 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: restricted; 2024Q4: 4,252 shares; 2025Q1: 4,250 shares; 2025Q2: 4,053 shares; 2025Q3: 4,058 shares; 2025Q4: 4,081 shares 4,081 $1.37M 0.08% +23 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: restricted; 2024Q4: 2,141 shares; 2025Q1: 2,132 shares; 2025Q2: 2,141 shares; 2025Q3: 2,189 shares; 2025Q4: 2,181 shares 2,181 $1.34M 0.08% -8 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,058 shares; 2025Q1: 15,911 shares; 2025Q2: 14,624 shares; 2025Q3: 14,559 shares; 2025Q4: 14,343 shares 14,343 $1.34M 0.08% -216 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,118 shares; 2025Q1: 25,995 shares; 2025Q2: 26,088 shares; 2025Q3: 26,044 shares; 2025Q4: 25,797 shares 25,797 $1.33M 0.08% -247 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,330 shares; 2025Q2: 5,467 shares; 2025Q3: 5,273 shares; 2025Q4: 4,700 shares 4,700 $1.33M 0.08% -573 Timeline BJUN 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: restricted; 2024Q4: 28,571 shares; 2025Q1: 28,571 shares; 2025Q2: 27,802 shares; 2025Q3: 27,802 shares; 2025Q4: 27,802 shares 27,802 $1.3M 0.08% 0 Timeline KJUL 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: restricted; 2024Q4: 52,410 shares; 2025Q1: 51,230 shares; 2025Q2: 47,030 shares; 2025Q3: 41,041 shares; 2025Q4: 40,980 shares 40,980 $1.3M 0.08% -61 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,317 shares; 2025Q2: 18,325 shares; 2025Q3: 18,050 shares; 2025Q4: 16,178 shares 16,178 $1.28M 0.08% -1,872 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,293 shares; 2025Q1: 3,211 shares; 2025Q2: 3,271 shares; 2025Q3: 28,174 shares; 2025Q4: 20,027 shares 20,027 $1.28M 0.08% -8,147 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,991 shares; 2025Q1: 18,807 shares; 2025Q2: 18,504 shares; 2025Q3: 18,491 shares; 2025Q4: 18,619 shares 18,619 $1.25M 0.08% +128 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,671 shares; 2025Q1: 3,651 shares; 2025Q2: 3,646 shares; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares 3,668 $1.23M 0.07% 0 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: restricted; 2024Q4: not reported; 2025Q1: 32,810 shares; 2025Q2: 31,476 shares; 2025Q3: 15,919 shares; 2025Q4: 14,956 shares 14,956 $1.22M 0.07% -963 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: restricted; 2024Q4: 40,310 shares; 2025Q1: 16,743 shares; 2025Q2: 14,768 shares; 2025Q3: 14,774 shares; 2025Q4: 15,127 shares 15,127 $1.21M 0.07% +353 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: restricted; 2024Q4: 42,933 shares; 2025Q1: 11,604 shares; 2025Q2: 12,206 shares; 2025Q3: 11,387 shares; 2025Q4: 11,502 shares 11,502 $1.21M 0.07% +115 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: restricted; 2024Q4: 5,142 shares; 2025Q1: 4,997 shares; 2025Q2: 4,944 shares; 2025Q3: 4,947 shares; 2025Q4: 4,914 shares 4,914 $1.21M 0.07% -33 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,942 shares; 2025Q1: 5,738 shares; 2025Q2: 5,703 shares; 2025Q3: 5,645 shares; 2025Q4: 5,645 shares 5,645 $1.19M 0.07% 0 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: restricted; 2024Q4: 2,255 shares; 2025Q1: 2,240 shares; 2025Q2: 5,628 shares; 2025Q3: 5,495 shares; 2025Q4: 5,434 shares 5,434 $1.16M 0.07% -61 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: restricted; 2024Q4: 14,987 shares; 2025Q1: 14,405 shares; 2025Q2: 14,664 shares; 2025Q3: 14,667 shares; 2025Q4: 15,088 shares 15,088 $1.16M 0.07% +421 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,756 shares; 2025Q1: 12,405 shares; 2025Q2: 12,350 shares; 2025Q3: 12,288 shares; 2025Q4: 11,294 shares 11,294 $1.16M 0.07% -994 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: restricted; 2024Q4: not reported; 2025Q1: 9,778 shares; 2025Q2: 10,357 shares; 2025Q3: 10,535 shares; 2025Q4: 9,126 shares 9,126 $1.15M 0.07% -1,409 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,033 shares; 2025Q1: 35,379 shares; 2025Q2: 34,814 shares; 2025Q3: 39,301 shares; 2025Q4: 29,213 shares 29,213 $1.14M 0.07% -10,088 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,220 shares; 2025Q1: 22,921 shares; 2025Q2: 22,921 shares; 2025Q3: 22,683 shares; 2025Q4: 22,683 shares 22,683 $1.14M 0.07% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,742 shares; 2025Q1: 4,635 shares; 2025Q2: 4,816 shares; 2025Q3: 4,462 shares; 2025Q4: 4,447 shares 4,447 $1.11M 0.07% -15 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: restricted; 2024Q4: not reported; 2025Q1: 14,308 shares; 2025Q2: 14,331 shares; 2025Q3: 14,925 shares; 2025Q4: 14,009 shares 14,009 $1.11M 0.07% -916 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,484 shares; 2025Q4: 8,032 shares 8,032 $1.11M 0.07% -1,452 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: restricted; 2024Q4: 1,678 shares; 2025Q1: 1,697 shares; 2025Q2: 1,785 shares; 2025Q3: 1,838 shares; 2025Q4: 1,917 shares 1,917 $1.09M 0.07% +79 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,182 shares; 2025Q1: 40,544 shares; 2025Q2: 40,918 shares; 2025Q3: 41,664 shares; 2025Q4: 21,575 shares 21,575 $1.06M 0.06% -20,089 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,938 shares; 2025Q1: 38,177 shares; 2025Q2: 32,333 shares; 2025Q3: 30,476 shares; 2025Q4: 27,290 shares 27,290 $1.05M 0.06% -3,186 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,981 shares; 2025Q1: 24,981 shares; 2025Q2: 29,566 shares; 2025Q3: 29,514 shares; 2025Q4: 29,514 shares 29,514 $1.04M 0.06% 0 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,244 shares; 2025Q1: 17,244 shares; 2025Q2: 23,295 shares; 2025Q3: 23,191 shares; 2025Q4: 23,033 shares 23,033 $1.03M 0.06% -158 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: restricted; 2024Q4: 5,806 shares; 2025Q1: 5,664 shares; 2025Q2: 6,291 shares; 2025Q3: 6,994 shares; 2025Q4: 7,192 shares 7,192 $1.03M 0.06% +198 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,616 shares; 2025Q1: 14,657 shares; 2025Q2: 18,240 shares; 2025Q3: 17,972 shares; 2025Q4: 17,887 shares 17,887 $1.01M 0.06% -85 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,134 shares; 2025Q1: 26,453 shares; 2025Q2: 26,453 shares; 2025Q3: 27,590 shares; 2025Q4: 21,347 shares 21,347 $991K 0.06% -6,243 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,299 shares; 2025Q4: 3,414 shares 3,414 $974K 0.06% +115 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,818 shares; 2025Q1: 15,493 shares; 2025Q2: 17,176 shares; 2025Q3: 15,688 shares; 2025Q4: 15,540 shares 15,540 $971K 0.06% -148 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,449 shares; 2025Q1: 28,007 shares; 2025Q2: 23,032 shares; 2025Q3: 20,369 shares; 2025Q4: 20,191 shares 20,191 $945K 0.06% -178 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 8,817 shares; 2025Q4: 8,817 shares 8,817 $941K 0.06% 0 Timeline FNDE 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: restricted; 2024Q4: 25,663 shares; 2025Q1: 25,269 shares; 2025Q2: 25,978 shares; 2025Q3: 25,183 shares; 2025Q4: 25,953 shares 25,953 $936K 0.06% +770 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,954 shares; 2025Q1: 31,954 shares; 2025Q2: 31,954 shares; 2025Q3: 22,154 shares; 2025Q4: 22,154 shares 22,154 $926K 0.06% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,507 shares; 2025Q1: 13,958 shares; 2025Q2: 12,880 shares; 2025Q3: 12,587 shares; 2025Q4: 8,226 shares 8,226 $923K 0.06% -4,361 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: restricted; 2024Q4: 2,488 shares; 2025Q1: 2,322 shares; 2025Q2: 2,675 shares; 2025Q3: 2,668 shares; 2025Q4: 2,610 shares 2,610 $898K 0.05% -58 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,348 shares; 2025Q1: 8,162 shares; 2025Q2: 7,656 shares; 2025Q3: 7,656 shares; 2025Q4: 7,670 shares 7,670 $874K 0.05% +14 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: restricted; 2024Q4: 2,840 shares; 2025Q1: 2,781 shares; 2025Q2: 2,808 shares; 2025Q3: 2,813 shares; 2025Q4: 2,867 shares 2,867 $871K 0.05% +54 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,462 shares; 2025Q1: 16,462 shares; 2025Q2: 16,462 shares; 2025Q3: 16,462 shares; 2025Q4: 16,462 shares 16,462 $863K 0.05% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,357 shares; 2025Q1: 15,387 shares; 2025Q2: 15,374 shares; 2025Q3: 14,259 shares; 2025Q4: 13,580 shares 13,580 $862K 0.05% -679 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 7,330 shares; 2025Q3: 7,330 shares; 2025Q4: 7,330 shares 7,330 $841K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,148 shares; 2025Q1: 9,810 shares; 2025Q2: 8,013 shares; 2025Q3: 7,508 shares; 2025Q4: 7,262 shares 7,262 $826K 0.05% -246 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,726 shares; 2025Q1: 25,190 shares; 2025Q2: 25,190 shares; 2025Q3: 21,631 shares; 2025Q4: 20,231 shares 20,231 $801K 0.05% -1,400 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: restricted; 2024Q4: 591 shares; 2025Q1: 647 shares; 2025Q2: 614 shares; 2025Q3: 631 shares; 2025Q4: 629 shares 629 $764K 0.05% -2 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: restricted; 2024Q4: 18,261 shares; 2025Q1: 18,261 shares; 2025Q2: 17,199 shares; 2025Q3: 17,199 shares; 2025Q4: 17,199 shares 17,199 $755K 0.05% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,300 shares; 2025Q1: 21,497 shares; 2025Q2: 14,688 shares; 2025Q3: 15,600 shares; 2025Q4: 15,123 shares 15,123 $745K 0.05% -477 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,110 shares; 2025Q1: 19,110 shares; 2025Q2: 18,268 shares; 2025Q3: 17,335 shares; 2025Q4: 17,335 shares 17,335 $726K 0.04% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,438 shares; 2025Q1: 9,975 shares; 2025Q2: 10,001 shares; 2025Q3: 10,001 shares; 2025Q4: 10,101 shares 10,101 $721K 0.04% +100 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,462 shares 3,462 $719K 0.04% new Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,862 shares; 2025Q1: 18,846 shares; 2025Q2: 19,233 shares; 2025Q3: 19,700 shares; 2025Q4: 20,048 shares 20,048 $699K 0.04% +348 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: restricted; 2024Q4: 5,962 shares; 2025Q1: 6,150 shares; 2025Q2: 7,012 shares; 2025Q3: 6,528 shares; 2025Q4: 5,556 shares 5,556 $696K 0.04% -972 Timeline SCHE 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: restricted; 2024Q4: 42,477 shares; 2025Q1: 33,166 shares; 2025Q2: 23,118 shares; 2025Q3: 21,738 shares; 2025Q4: 21,090 shares 21,090 $691K 0.04% -648 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,702 shares; 2025Q1: 12,436 shares; 2025Q2: 16,284 shares; 2025Q3: 16,427 shares; 2025Q4: 12,746 shares 12,746 $681K 0.04% -3,681 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,247 shares; 2025Q1: 18,881 shares; 2025Q2: 18,881 shares; 2025Q3: 18,144 shares; 2025Q4: 19,974 shares 19,974 $673K 0.04% +1,830 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: restricted; 2024Q4: 3,322 shares; 2025Q1: 3,326 shares; 2025Q2: 3,542 shares; 2025Q3: 3,671 shares; 2025Q4: 3,860 shares 3,860 $660K 0.04% +189 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: restricted; 2024Q4: 5,040 shares; 2025Q1: 4,919 shares; 2025Q2: 5,399 shares; 2025Q3: 4,775 shares; 2025Q4: 5,591 shares 5,591 $658K 0.04% +816 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: restricted; 2024Q4: 16,042 shares; 2025Q1: 15,214 shares; 2025Q2: 14,534 shares; 2025Q3: 14,436 shares; 2025Q4: 16,046 shares 16,046 $654K 0.04% +1,610 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: restricted; 2024Q4: 1,216 shares; 2025Q1: 1,102 shares; 2025Q2: 1,306 shares; 2025Q3: 1,309 shares; 2025Q4: 1,328 shares 1,328 $648K 0.04% +19 Timeline QVMM 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: restricted; 2024Q4: not reported; 2025Q1: 20,522 shares; 2025Q2: 20,568 shares; 2025Q3: 20,717 shares; 2025Q4: 20,761 shares 20,761 $639K 0.04% +44 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: restricted; 2024Q4: 899 shares; 2025Q1: 905 shares; 2025Q2: 989 shares; 2025Q3: 1,036 shares; 2025Q4: 1,111 shares 1,111 $637K 0.04% +75 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,297 shares; 2025Q1: 6,206 shares; 2025Q2: 4,521 shares; 2025Q3: 4,305 shares; 2025Q4: 4,340 shares 4,340 $636K 0.04% +35 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,449 shares; 2025Q2: 28,006 shares; 2025Q3: 15,463 shares; 2025Q4: 15,463 shares 15,463 $635K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,570 shares; 2025Q1: 3,702 shares; 2025Q2: 3,993 shares; 2025Q3: 3,816 shares; 2025Q4: 3,960 shares 3,960 $635K 0.04% +144 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: restricted; 2024Q4: 1,580 shares; 2025Q1: 1,676 shares; 2025Q2: 2,031 shares; 2025Q3: 1,980 shares; 2025Q4: 2,101 shares 2,101 $622K 0.04% +121 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: restricted; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 1,270 shares; 2025Q3: 1,987 shares; 2025Q4: 2,008 shares 2,008 $618K 0.04% +21 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,515 shares; 2025Q1: 5,842 shares; 2025Q2: 4,126 shares; 2025Q3: 3,905 shares; 2025Q4: 3,508 shares 3,508 $616K 0.04% -397 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,814 shares; 2025Q1: 4,209 shares; 2025Q2: 4,620 shares; 2025Q3: 5,006 shares; 2025Q4: 5,021 shares 5,021 $609K 0.04% +15 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: restricted; 2024Q4: 722 shares; 2025Q1: 674 shares; 2025Q2: 709 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $604K 0.04% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,017 shares; 2025Q1: 9,935 shares; 2025Q2: 15,416 shares; 2025Q3: 15,412 shares; 2025Q4: 12,496 shares 12,496 $600K 0.04% -2,916 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: restricted; 2024Q4: 1,456 shares; 2025Q1: 1,484 shares; 2025Q2: 1,585 shares; 2025Q3: 1,614 shares; 2025Q4: 1,605 shares 1,605 $594K 0.04% -9 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: restricted; 2024Q4: 7,210 shares; 2025Q1: 7,544 shares; 2025Q2: 8,340 shares; 2025Q3: 7,564 shares; 2025Q4: 8,456 shares 8,456 $591K 0.04% +892 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,083 shares; 2025Q1: 4,034 shares; 2025Q2: 3,741 shares; 2025Q3: 3,969 shares; 2025Q4: 4,128 shares 4,128 $582K 0.04% +159 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: restricted; 2024Q4: 22,990 shares; 2025Q1: 21,980 shares; 2025Q2: 22,460 shares; 2025Q3: 23,254 shares; 2025Q4: 23,256 shares 23,256 $579K 0.04% +2 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,070 shares; 2025Q1: 4,075 shares; 2025Q2: 4,081 shares; 2025Q3: 4,086 shares; 2025Q4: 4,094 shares 4,094 $578K 0.03% +8 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,213 shares; 2025Q1: 5,596 shares; 2025Q2: 7,032 shares; 2025Q3: 8,258 shares; 2025Q4: 9,184 shares 9,184 $574K 0.03% +926 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: restricted; 2024Q4: 4,449 shares; 2025Q1: 4,645 shares; 2025Q2: 4,161 shares; 2025Q3: 4,237 shares; 2025Q4: 4,369 shares 4,369 $572K 0.03% +132 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,457 shares 4,457 $568K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,111 shares; 2025Q2: 1,254 shares; 2025Q3: 1,257 shares; 2025Q4: 1,248 shares 1,248 $566K 0.03% -9 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: restricted; 2024Q4: 3,824 shares; 2025Q1: 3,733 shares; 2025Q2: 4,033 shares; 2025Q3: 4,020 shares; 2025Q4: 4,178 shares 4,178 $565K 0.03% +158 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,178 shares; 2025Q1: 22,752 shares; 2025Q2: 22,773 shares; 2025Q3: 21,648 shares; 2025Q4: 20,799 shares 20,799 $560K 0.03% -849 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,986 shares; 2025Q1: 1,842 shares; 2025Q2: 1,841 shares; 2025Q3: 1,868 shares; 2025Q4: 1,930 shares 1,930 $557K 0.03% +62 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,581 shares; 2025Q1: 15,088 shares; 2025Q2: 15,256 shares; 2025Q3: 15,168 shares; 2025Q4: 15,297 shares 15,297 $555K 0.03% +129 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: restricted; 2024Q4: 687 shares; 2025Q1: 705 shares; 2025Q2: 848 shares; 2025Q3: 851 shares; 2025Q4: 970 shares 970 $549K 0.03% +119 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,818 shares; 2025Q1: 2,664 shares; 2025Q2: 2,500 shares; 2025Q3: 3,703 shares; 2025Q4: 3,680 shares 3,680 $547K 0.03% -23 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,839 shares; 2025Q1: 5,895 shares; 2025Q2: 5,649 shares; 2025Q3: 9,170 shares; 2025Q4: 9,108 shares 9,108 $534K 0.03% -62 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: restricted; 2024Q4: 3,516 shares; 2025Q1: 2,806 shares; 2025Q2: 3,219 shares; 2025Q3: 3,357 shares; 2025Q4: 5,700 shares 5,700 $534K 0.03% +2,343 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares 2,656 $499K 0.03% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,536 shares; 2025Q3: 11,644 shares; 2025Q4: 11,644 shares 11,644 $495K 0.03% 0 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: restricted; 2024Q4: 2,856 shares; 2025Q1: 2,747 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,583 shares 2,583 $495K 0.03% +43 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: restricted; 2024Q4: 2,484 shares; 2025Q1: 2,449 shares; 2025Q2: 2,676 shares; 2025Q3: 2,616 shares; 2025Q4: 2,533 shares 2,533 $494K 0.03% -83 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: restricted; 2024Q4: 1,115 shares; 2025Q1: 1,088 shares; 2025Q2: 1,089 shares; 2025Q3: 1,090 shares; 2025Q4: 1,091 shares 1,091 $485K 0.03% +1 Timeline EFAV 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: restricted; 2024Q4: 11,054 shares; 2025Q1: 7,088 shares; 2025Q2: 6,313 shares; 2025Q3: 6,320 shares; 2025Q4: 5,538 shares 5,538 $478K 0.03% -782 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,080 shares; 2025Q2: 1,176 shares; 2025Q3: 1,028 shares; 2025Q4: 1,003 shares 1,003 $467K 0.03% -25 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,628 shares; 2025Q1: 9,828 shares; 2025Q2: 9,926 shares; 2025Q3: 9,870 shares; 2025Q4: 9,772 shares 9,772 $464K 0.03% -98 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares 8,900 $455K 0.03% 0 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: restricted; 2024Q4: 1,363 shares; 2025Q1: 1,487 shares; 2025Q2: 1,494 shares; 2025Q3: 1,497 shares; 2025Q4: 1,500 shares 1,500 $452K 0.03% +3 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 2,980 shares; 2025Q4: 3,871 shares 3,871 $449K 0.03% +891 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,339 shares; 2025Q1: 2,396 shares; 2025Q2: 2,506 shares; 2025Q3: 2,570 shares; 2025Q4: 2,737 shares 2,737 $438K 0.03% +167 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: restricted; 2024Q4: not reported; 2025Q1: 1,786 shares; 2025Q2: 2,246 shares; 2025Q3: 2,370 shares; 2025Q4: 2,434 shares 2,434 $432K 0.03% +64 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: restricted; 2024Q4: 4,739 shares; 2025Q1: 4,770 shares; 2025Q2: 4,984 shares; 2025Q3: 4,877 shares; 2025Q4: 4,815 shares 4,815 $420K 0.03% -62 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: restricted; 2024Q4: 23,407 shares; 2025Q1: 17,222 shares; 2025Q2: 17,151 shares; 2025Q3: 17,012 shares; 2025Q4: 17,206 shares 17,206 $414K 0.03% +194 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,167 shares; 2025Q4: 11,205 shares 11,205 $413K 0.03% +2,038 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,538 shares; 2025Q1: 4,941 shares; 2025Q2: 2,801 shares; 2025Q3: 2,636 shares; 2025Q4: 1,972 shares 1,972 $393K 0.02% -664 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 2,249 shares; 2025Q4: 2,284 shares 2,284 $391K 0.02% +35 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 1,993 shares; 2025Q4: 2,090 shares 2,090 $383K 0.02% +97 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: restricted; 2024Q4: 1,927 shares; 2025Q1: 2,142 shares; 2025Q2: 1,768 shares; 2025Q3: 2,290 shares; 2025Q4: 2,512 shares 2,512 $383K 0.02% +222 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: restricted; 2024Q4: 6,302 shares; 2025Q1: 6,499 shares; 2025Q2: 6,650 shares; 2025Q3: 6,795 shares; 2025Q4: 6,631 shares 6,631 $382K 0.02% -164 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: restricted; 2024Q4: 11,855 shares; 2025Q1: 12,225 shares; 2025Q2: 13,204 shares; 2025Q3: 12,720 shares; 2025Q4: 12,773 shares 12,773 $382K 0.02% +53 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,116 shares; 2025Q1: 1,146 shares; 2025Q2: 1,185 shares; 2025Q3: 1,196 shares; 2025Q4: 1,196 shares 1,196 $381K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,658 shares; 2025Q1: 13,442 shares; 2025Q2: 15,716 shares; 2025Q3: 14,541 shares; 2025Q4: 15,255 shares 15,255 $379K 0.02% +714 Timeline SMLV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,909 shares; 2025Q3: 2,871 shares; 2025Q4: 2,871 shares 2,871 $376K 0.02% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,521 shares; 2025Q1: 1,522 shares; 2025Q2: 1,527 shares; 2025Q3: 1,530 shares; 2025Q4: 1,533 shares 1,533 $375K 0.02% +3 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: restricted; 2024Q4: 6,619 shares; 2025Q1: 6,642 shares; 2025Q2: 6,658 shares; 2025Q3: 6,673 shares; 2025Q4: 6,686 shares 6,686 $374K 0.02% +13 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,215 shares; 2025Q1: 1,377 shares; 2025Q2: 1,216 shares; 2025Q3: 1,333 shares; 2025Q4: 1,372 shares 1,372 $372K 0.02% +39 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,981 shares; 2025Q1: 12,585 shares; 2025Q2: 12,980 shares; 2025Q3: 13,210 shares; 2025Q4: 13,210 shares 13,210 $357K 0.02% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,090 shares; 2025Q1: 6,612 shares; 2025Q2: 6,612 shares; 2025Q3: 6,612 shares; 2025Q4: 7,171 shares 7,171 $355K 0.02% +559 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 889 shares; 2025Q1: 892 shares; 2025Q2: 871 shares; 2025Q3: 902 shares; 2025Q4: 913 shares 913 $355K 0.02% +11 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,502 shares; 2025Q1: 4,513 shares; 2025Q2: 3,798 shares; 2025Q3: 3,809 shares; 2025Q4: 3,819 shares 3,819 $353K 0.02% +10 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,923 shares; 2025Q1: 7,923 shares; 2025Q2: 7,923 shares; 2025Q3: 7,808 shares; 2025Q4: 7,808 shares 7,808 $351K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 739 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 741 shares 741 $351K 0.02% +1 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,091 shares; 2025Q3: 9,134 shares; 2025Q4: 9,129 shares 9,129 $349K 0.02% -5 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,505 shares; 2025Q4: 1,548 shares 1,548 $340K 0.02% +43 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,759 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,761 shares; 2025Q4: 2,769 shares 2,769 $338K 0.02% +8 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,914 shares; 2025Q1: 12,914 shares; 2025Q2: 12,914 shares; 2025Q3: 12,914 shares; 2025Q4: 12,914 shares 12,914 $335K 0.02% 0 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: restricted; 2024Q4: 10,867 shares; 2025Q1: 9,864 shares; 2025Q2: 9,673 shares; 2025Q3: 9,673 shares; 2025Q4: 9,660 shares 9,660 $329K 0.02% -13 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,200 shares 11,200 $328K 0.02% 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: restricted; 2024Q4: 1,080 shares; 2025Q1: 1,168 shares; 2025Q2: 1,225 shares; 2025Q3: 1,167 shares; 2025Q4: 1,148 shares 1,148 $316K 0.02% -19 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: restricted; 2024Q4: 3,118 shares; 2025Q1: 1,548 shares; 2025Q2: 1,479 shares; 2025Q3: 1,088 shares; 2025Q4: 1,077 shares 1,077 $313K 0.02% -11 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 810 shares; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 1,005 shares; 2025Q4: 998 shares 998 $310K 0.02% -7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 473 shares 473 $309K 0.02% -20 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,617 shares; 2025Q1: 1,713 shares; 2025Q2: 2,055 shares; 2025Q3: 1,987 shares; 2025Q4: 1,900 shares 1,900 $308K 0.02% -87 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,014 shares 2,014 $305K 0.02% new Timeline DON 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: restricted; 2024Q4: 5,663 shares; 2025Q1: 5,760 shares; 2025Q2: 5,790 shares; 2025Q3: 5,815 shares; 2025Q4: 5,847 shares 5,847 $302K 0.02% +32 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,928 shares; 2025Q1: 1,890 shares; 2025Q2: 1,999 shares; 2025Q3: 2,011 shares; 2025Q4: 2,000 shares 2,000 $301K 0.02% -11 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,024 shares; 2025Q1: 14,067 shares; 2025Q2: 11,401 shares; 2025Q3: 11,376 shares; 2025Q4: 11,383 shares 11,383 $299K 0.02% +7 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,853 shares; 2025Q1: 9,153 shares; 2025Q2: 9,153 shares; 2025Q3: 9,153 shares; 2025Q4: 9,153 shares 9,153 $297K 0.02% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,666 shares; 2025Q1: 5,666 shares; 2025Q2: 4,597 shares; 2025Q3: 5,193 shares; 2025Q4: 5,290 shares 5,290 $296K 0.02% +97 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,489 shares; 2025Q1: 7,791 shares; 2025Q2: 6,228 shares; 2025Q3: 6,225 shares; 2025Q4: 6,253 shares 6,253 $293K 0.02% +28 Timeline TOCT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,029 shares 11,029 $293K 0.02% new 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: restricted; 2024Q4: 1,648 shares; 2025Q1: 1,681 shares; 2025Q2: 1,716 shares; 2025Q3: 1,760 shares; 2025Q4: 1,888 shares 1,888 $292K 0.02% +128 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,577 shares 1,577 $290K 0.02% new Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,114 shares; 2025Q1: 8,965 shares; 2025Q2: 6,209 shares; 2025Q3: 5,728 shares; 2025Q4: 5,633 shares 5,633 $288K 0.02% -95 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,882 shares; 2025Q2: 6,882 shares; 2025Q3: 7,797 shares; 2025Q4: 8,584 shares 8,584 $288K 0.02% +787 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: restricted; 2024Q4: not reported; 2025Q1: 1,860 shares; 2025Q2: 2,163 shares; 2025Q3: 2,160 shares; 2025Q4: 2,306 shares 2,306 $283K 0.02% +146 Timeline ITM 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: restricted; 2024Q4: 13,650 shares; 2025Q1: not reported; 2025Q2: 35,959 shares; 2025Q3: 5,955 shares; 2025Q4: 6,000 shares 6,000 $283K 0.02% +45 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,311 shares; 2025Q1: 2,300 shares; 2025Q2: 2,275 shares; 2025Q3: 2,276 shares; 2025Q4: 2,196 shares 2,196 $271K 0.02% -80 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,412 shares; 2025Q2: 3,629 shares; 2025Q3: 3,650 shares; 2025Q4: 3,991 shares 3,991 $268K 0.02% +341 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: restricted; 2024Q4: 8,124 shares; 2025Q1: 8,133 shares; 2025Q2: 8,141 shares; 2025Q3: 8,148 shares; 2025Q4: 8,156 shares 8,156 $266K 0.02% +8 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,515 shares; 2025Q1: 4,433 shares; 2025Q2: 4,455 shares; 2025Q3: 5,891 shares; 2025Q4: 6,365 shares 6,365 $262K 0.02% +474 Timeline PRFZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares 5,600 $257K 0.02% new Timeline SPLV 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: restricted; 2024Q4: 3,391 shares; 2025Q1: 3,236 shares; 2025Q2: 3,202 shares; 2025Q3: 3,218 shares; 2025Q4: 3,567 shares 3,567 $255K 0.02% +349 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,541 shares; 2025Q3: not reported; 2025Q4: 4,625 shares 4,625 $249K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 664 shares; 2025Q1: 682 shares; 2025Q2: 687 shares; 2025Q3: 714 shares; 2025Q4: 693 shares 693 $245K 0.01% -21 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares 2,086 $243K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 1,015 shares; 2025Q4: 997 shares 997 $242K 0.01% -18 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: restricted; 2024Q4: 3,832 shares; 2025Q1: 2,688 shares; 2025Q2: 2,692 shares; 2025Q3: 2,704 shares; 2025Q4: 2,373 shares 2,373 $237K 0.01% -331 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,022 shares; 2025Q1: 5,022 shares; 2025Q2: 5,022 shares; 2025Q3: 5,022 shares; 2025Q4: 5,022 shares 5,022 $236K 0.01% 0 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,731 shares; 2025Q4: 19,738 shares 19,738 $235K 0.01% +7 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 2,344 shares 2,344 $231K 0.01% +156 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 212 shares 212 $227K 0.01% +15 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,104 shares 1,104 $226K 0.01% +40 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares 2,780 $226K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 2,747 shares; 2025Q2: 2,765 shares; 2025Q3: 2,782 shares; 2025Q4: 2,809 shares 2,809 $225K 0.01% +27 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,339 shares; 2025Q4: 4,175 shares 4,175 $224K 0.01% -164 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 628 shares 628 $222K 0.01% +38 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 1,160 shares 1,160 $222K 0.01% -15 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: 492 shares; 2025Q2: 489 shares; 2025Q3: 456 shares; 2025Q4: 454 shares 454 $219K 0.01% -2 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: restricted; 2024Q4: 692 shares; 2025Q1: 4,390 shares; 2025Q2: 5,798 shares; 2025Q3: 940 shares; 2025Q4: 625 shares 625 $219K 0.01% -315 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327 shares 327 $217K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 922 shares; 2025Q1: 935 shares; 2025Q2: 964 shares; 2025Q3: 961 shares; 2025Q4: 970 shares 970 $217K 0.01% +9 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,532 shares; 2025Q1: 2,551 shares; 2025Q2: 2,394 shares; 2025Q3: 2,512 shares; 2025Q4: 1,962 shares 1,962 $216K 0.01% -550 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 683 shares 683 $215K 0.01% +2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 4,292 shares; 2025Q4: 4,316 shares 4,316 $214K 0.01% +24 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,646 shares; 2025Q4: 2,569 shares 2,569 $210K 0.01% -77 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,439 shares; 2025Q1: 5,484 shares; 2025Q2: 4,241 shares; 2025Q3: 4,101 shares; 2025Q4: 3,961 shares 3,961 $210K 0.01% -140 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,027 shares 4,027 $210K 0.01% new Timeline VIOG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,721 shares 1,721 $209K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,571 shares 1,571 $209K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 1,874 shares; 2025Q4: 1,755 shares 1,755 $206K 0.01% -119 Timeline FNDX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,429 shares 7,429 $202K 0.01% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares 2,453 $202K 0.01% new Timeline SOXS DIREXION DAILY SEMI BEAR 3X More: the full row for DIREXION DAILY SEMI BEAR 3X Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares 45,000 $141K 0.01% new Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,210 shares; 2025Q2: not reported; 2025Q3: 12,368 shares; 2025Q4: 14,386 shares 14,386 $60.6K <0.01% +2,018 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,188 shares; 2025Q1: 14,330 shares; 2025Q2: 14,806 shares; 2025Q3: 19,317 shares; 2025Q4: 20,957 shares 20,957 $59.5K <0.01% +1,640 Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,039 shares 64,039 $32K <0.01% new Timeline CVGI COMMERCIAL VEH GROUP INC More: the full row for COMMERCIAL VEH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $14.4K <0.01% new Timeline