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: 343,839 shares; 2024Q4: 380,233 shares; 2025Q1: 419,940 shares; 2025Q2: 415,193 shares; 2025Q3: 421,164 shares; 2025Q4: 414,959 shares 414,959 $77.4M 2.92% -6,205 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: 238,905 shares; 2024Q4: 250,566 shares; 2025Q1: 265,476 shares; 2025Q2: 273,778 shares; 2025Q3: 270,849 shares; 2025Q4: 272,659 shares 272,659 $74.1M 2.8% +1,810 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,267 shares; 2024Q4: 77,913 shares; 2025Q1: 80,544 shares; 2025Q2: 84,581 shares; 2025Q3: 83,981 shares; 2025Q4: 84,202 shares 84,202 $57.7M 2.18% +221 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: 77,643 shares; 2024Q4: 83,402 shares; 2025Q1: 83,048 shares; 2025Q2: 81,965 shares; 2025Q3: 80,401 shares; 2025Q4: 84,268 shares 84,268 $57.5M 2.17% +3,867 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: 81,833 shares; 2024Q4: 84,965 shares; 2025Q1: 83,305 shares; 2025Q2: 91,510 shares; 2025Q3: 90,020 shares; 2025Q4: 89,455 shares 89,455 $56.1M 2.12% -565 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868,773 shares; 2024Q4: 986,193 shares; 2025Q1: 968,494 shares; 2025Q2: 866,224 shares; 2025Q3: 927,073 shares; 2025Q4: 1,042,952 shares 1,042,952 $52.5M 1.98% +115,879 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: 164,487 shares; 2024Q4: 179,307 shares; 2025Q1: 189,287 shares; 2025Q2: 198,336 shares; 2025Q3: 216,751 shares; 2025Q4: 214,833 shares 214,833 $49.6M 1.87% -1,918 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: 528,340 shares; 2024Q4: 639,868 shares; 2025Q1: 662,742 shares; 2025Q2: 664,018 shares; 2025Q3: 641,950 shares; 2025Q4: 613,111 shares 613,111 $49.2M 1.86% -28,839 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068,064 shares; 2024Q4: 1,292,587 shares; 2025Q1: 1,440,754 shares; 2025Q2: 1,477,793 shares; 2025Q3: 1,407,762 shares; 2025Q4: 1,429,087 shares 1,429,087 $49M 1.85% +21,325 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: 84,200 shares; 2024Q4: 90,230 shares; 2025Q1: 97,486 shares; 2025Q2: 94,632 shares; 2025Q3: 94,940 shares; 2025Q4: 100,135 shares 100,135 $48.4M 1.83% +5,195 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,965 shares; 2024Q4: 621,185 shares; 2025Q1: 724,756 shares; 2025Q2: 766,456 shares; 2025Q3: 729,887 shares; 2025Q4: 694,326 shares 694,326 $39.4M 1.49% -35,561 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: 226,696 shares; 2024Q4: 275,222 shares; 2025Q1: 288,916 shares; 2025Q2: 321,211 shares; 2025Q3: 314,980 shares; 2025Q4: 325,181 shares 325,181 $34.7M 1.31% +10,201 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: 208,678 shares; 2024Q4: 241,113 shares; 2025Q1: 248,295 shares; 2025Q2: 264,657 shares; 2025Q3: 268,762 shares; 2025Q4: 269,722 shares 269,722 $33.2M 1.26% +960 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,165 shares; 2024Q4: 224,013 shares; 2025Q1: 205,395 shares; 2025Q2: 227,353 shares; 2025Q3: 460,658 shares; 2025Q4: 464,538 shares 464,538 $32.3M 1.22% +3,880 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 6,672 shares; 2025Q1: 133,583 shares; 2025Q2: 504,830 shares; 2025Q3: 497,125 shares; 2025Q4: 521,774 shares 521,774 $30.9M 1.17% +24,649 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339,952 shares; 2024Q4: 3,462,652 shares; 2025Q1: 3,412,129 shares; 2025Q2: 3,198,343 shares; 2025Q3: 3,243,160 shares; 2025Q4: 3,331,616 shares 3,331,616 $28.6M 1.08% +88,456 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: 35,726 shares; 2024Q4: 38,328 shares; 2025Q1: 38,784 shares; 2025Q2: 38,938 shares; 2025Q3: 39,535 shares; 2025Q4: 42,525 shares 42,525 $28.1M 1.06% +2,990 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,943 shares; 2024Q4: 324,759 shares; 2025Q1: 367,244 shares; 2025Q2: 394,073 shares; 2025Q3: 408,338 shares; 2025Q4: 416,883 shares 416,883 $27.5M 1.04% +8,545 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: 81,121 shares; 2024Q4: 82,231 shares; 2025Q1: 79,895 shares; 2025Q2: 83,209 shares; 2025Q3: 79,104 shares; 2025Q4: 79,638 shares 79,638 $25.7M 0.97% +534 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,176 shares; 2024Q4: 173,442 shares; 2025Q1: 186,444 shares; 2025Q2: 189,832 shares; 2025Q3: 199,810 shares; 2025Q4: 209,979 shares 209,979 $25.2M 0.95% +10,169 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: 87,000 shares; 2024Q4: 94,119 shares; 2025Q1: 79,147 shares; 2025Q2: 81,662 shares; 2025Q3: 78,953 shares; 2025Q4: 80,399 shares 80,399 $25.2M 0.95% +1,446 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,976 shares; 2024Q4: 156,017 shares; 2025Q1: 177,249 shares; 2025Q2: 181,448 shares; 2025Q3: 180,081 shares; 2025Q4: 179,452 shares 179,452 $23.8M 0.9% -629 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: 43,377 shares; 2024Q4: 51,481 shares; 2025Q1: 48,939 shares; 2025Q2: 50,796 shares; 2025Q3: 50,378 shares; 2025Q4: 50,571 shares 50,571 $22.7M 0.86% +193 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,146 shares; 2024Q4: 412,561 shares; 2025Q1: 379,732 shares; 2025Q2: 448,025 shares; 2025Q3: 435,525 shares; 2025Q4: 431,110 shares 431,110 $21.7M 0.82% -4,415 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: 16,117 shares; 2024Q4: 16,057 shares; 2025Q1: 17,347 shares; 2025Q2: 19,204 shares; 2025Q3: 20,931 shares; 2025Q4: 20,085 shares 20,085 $21.6M 0.82% -846 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: 246,350 shares; 2024Q4: 761,730 shares; 2025Q1: 731,196 shares; 2025Q2: 796,286 shares; 2025Q3: 785,724 shares; 2025Q4: 780,202 shares 780,202 $21M 0.79% -5,522 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: 30,247 shares; 2024Q4: 39,374 shares; 2025Q1: 35,255 shares; 2025Q2: 35,309 shares; 2025Q3: 34,473 shares; 2025Q4: 33,137 shares 33,137 $20.4M 0.77% -1,336 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: 76,445 shares; 2024Q4: 80,065 shares; 2025Q1: 81,186 shares; 2025Q2: 87,842 shares; 2025Q3: 88,438 shares; 2025Q4: 91,609 shares 91,609 $20.1M 0.76% +3,171 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: 61,180 shares; 2024Q4: 49,947 shares; 2025Q1: 53,869 shares; 2025Q2: 55,256 shares; 2025Q3: 53,040 shares; 2025Q4: 55,748 shares 55,748 $19.3M 0.73% +2,708 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,844 shares; 2024Q4: 103,209 shares; 2025Q1: 104,514 shares; 2025Q2: 90,271 shares; 2025Q3: 81,525 shares; 2025Q4: 72,917 shares 72,917 $18.4M 0.7% -8,608 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: 31,199 shares; 2024Q4: 36,384 shares; 2025Q1: 41,004 shares; 2025Q2: 39,651 shares; 2025Q3: 41,549 shares; 2025Q4: 45,721 shares 45,721 $18.1M 0.68% +4,172 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: 47,768 shares; 2024Q4: 46,363 shares; 2025Q1: 56,710 shares; 2025Q2: 59,729 shares; 2025Q3: 65,211 shares; 2025Q4: 57,462 shares 57,462 $18M 0.68% -7,749 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: 31,460 shares; 2024Q4: 31,092 shares; 2025Q1: 33,133 shares; 2025Q2: 33,962 shares; 2025Q3: 35,027 shares; 2025Q4: 35,812 shares 35,812 $18M 0.68% +785 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,199 shares; 2024Q4: 385,970 shares; 2025Q1: 400,469 shares; 2025Q2: 491,805 shares; 2025Q3: 470,508 shares; 2025Q4: 422,131 shares 422,131 $17.2M 0.65% -48,377 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: 24,478 shares; 2024Q4: 26,781 shares; 2025Q1: 30,160 shares; 2025Q2: 29,025 shares; 2025Q3: 30,930 shares; 2025Q4: 34,277 shares 34,277 $16.7M 0.63% +3,347 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,159 shares; 2024Q4: 180,118 shares; 2025Q1: 224,621 shares; 2025Q2: 252,580 shares; 2025Q3: 261,225 shares; 2025Q4: 264,497 shares 264,497 $16.2M 0.61% +3,272 Timeline SPMD 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: 95,528 shares; 2024Q4: 139,053 shares; 2025Q1: 194,501 shares; 2025Q2: 202,056 shares; 2025Q3: 216,835 shares; 2025Q4: 278,812 shares 278,812 $16.1M 0.61% +61,977 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: 136,535 shares; 2024Q4: 171,084 shares; 2025Q1: 195,991 shares; 2025Q2: 236,391 shares; 2025Q3: 159,989 shares; 2025Q4: 162,085 shares 162,085 $14.5M 0.55% +2,096 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: 88,338 shares; 2024Q4: 84,455 shares; 2025Q1: 84,088 shares; 2025Q2: 74,910 shares; 2025Q3: 74,293 shares; 2025Q4: 73,113 shares 73,113 $14M 0.53% -1,180 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: 61,344 shares; 2024Q4: 61,795 shares; 2025Q1: 62,377 shares; 2025Q2: 65,262 shares; 2025Q3: 65,577 shares; 2025Q4: 70,480 shares 70,480 $14M 0.53% +4,903 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: 97,735 shares; 2024Q4: 102,765 shares; 2025Q1: 109,247 shares; 2025Q2: 110,600 shares; 2025Q3: 109,570 shares; 2025Q4: 111,424 shares 111,424 $13.4M 0.51% +1,854 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,532 shares; 2024Q4: 597,044 shares; 2025Q1: 570,196 shares; 2025Q2: 440,482 shares; 2025Q3: 384,585 shares; 2025Q4: 362,087 shares 362,087 $13.3M 0.5% -22,498 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,778 shares; 2024Q4: 117,074 shares; 2025Q1: 122,540 shares; 2025Q2: 131,376 shares; 2025Q3: 62,270 shares; 2025Q4: 60,293 shares 60,293 $12.8M 0.48% -1,977 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: 127,540 shares; 2024Q4: 123,665 shares; 2025Q1: 128,027 shares; 2025Q2: 99,452 shares; 2025Q3: 116,543 shares; 2025Q4: 141,817 shares 141,817 $12.4M 0.47% +25,274 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: 91,929 shares; 2024Q4: 59,519 shares; 2025Q1: 61,189 shares; 2025Q2: 68,935 shares; 2025Q3: 60,616 shares; 2025Q4: 68,078 shares 68,078 $12.1M 0.46% +7,462 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 3,871 shares; 2025Q1: 3,655 shares; 2025Q2: 3,909 shares; 2025Q3: 4,016 shares; 2025Q4: 71,028 shares 71,028 $12M 0.45% +67,012 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,793,150 shares 1,793,150 $12M 0.45% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,997 shares; 2024Q4: 142,485 shares; 2025Q1: 149,862 shares; 2025Q2: 160,341 shares; 2025Q3: 160,603 shares; 2025Q4: 169,083 shares 169,083 $11.7M 0.44% +8,480 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,526 shares; 2024Q4: 68,934 shares; 2025Q1: 76,907 shares; 2025Q2: 83,614 shares; 2025Q3: 86,019 shares; 2025Q4: 75,203 shares 75,203 $11.7M 0.44% -10,816 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,655 shares; 2024Q4: 287,886 shares; 2025Q1: 269,939 shares; 2025Q2: 273,933 shares; 2025Q3: 268,147 shares; 2025Q4: 266,514 shares 266,514 $11.4M 0.43% -1,633 Timeline FTSM 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: 157,868 shares; 2024Q4: 195,029 shares; 2025Q1: 194,356 shares; 2025Q2: 188,763 shares; 2025Q3: 195,430 shares; 2025Q4: 179,583 shares 179,583 $10.8M 0.41% -15,847 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: 84,992 shares; 2024Q4: 91,849 shares; 2025Q1: 81,729 shares; 2025Q2: 93,261 shares; 2025Q3: 107,384 shares; 2025Q4: 93,599 shares 93,599 $10.4M 0.39% -13,785 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: 52,951 shares; 2024Q4: 47,537 shares; 2025Q1: 53,721 shares; 2025Q2: 54,114 shares; 2025Q3: 52,631 shares; 2025Q4: 50,161 shares 50,161 $10.4M 0.39% -2,470 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: 85,941 shares; 2024Q4: 81,826 shares; 2025Q1: 81,551 shares; 2025Q2: 108,915 shares; 2025Q3: 133,791 shares; 2025Q4: 133,546 shares 133,546 $10.3M 0.39% -245 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: 77,139 shares; 2024Q4: 61,408 shares; 2025Q1: 49,628 shares; 2025Q2: 73,497 shares; 2025Q3: 128,930 shares; 2025Q4: 238,632 shares 238,632 $10.2M 0.38% +109,702 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: 10,797 shares; 2024Q4: 25,370 shares; 2025Q1: 29,787 shares; 2025Q2: 30,262 shares; 2025Q3: 30,440 shares; 2025Q4: 29,959 shares 29,959 $10M 0.38% -481 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,287 shares; 2024Q4: 162,726 shares; 2025Q1: 182,322 shares; 2025Q2: 182,918 shares; 2025Q3: 188,257 shares; 2025Q4: 198,503 shares 198,503 $9.3M 0.35% +10,246 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,554 shares; 2024Q4: 184,887 shares; 2025Q1: 174,017 shares; 2025Q2: 172,304 shares; 2025Q3: 189,843 shares; 2025Q4: 197,735 shares 197,735 $9.1M 0.34% +7,892 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: 2,884 shares; 2024Q4: 7,185 shares; 2025Q1: 8,166 shares; 2025Q2: 9,455 shares; 2025Q3: 8,591 shares; 2025Q4: 10,210 shares 10,210 $8.97M 0.34% +1,619 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,401 shares; 2024Q4: 46,564 shares; 2025Q1: 46,204 shares; 2025Q2: 46,028 shares; 2025Q3: 45,625 shares; 2025Q4: 43,383 shares 43,383 $8.92M 0.34% -2,242 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: 42,534 shares; 2024Q4: 42,481 shares; 2025Q1: 45,677 shares; 2025Q2: 46,364 shares; 2025Q3: 46,684 shares; 2025Q4: 46,222 shares 46,222 $8.83M 0.33% -462 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: 54,389 shares; 2024Q4: 74,074 shares; 2025Q1: 64,472 shares; 2025Q2: 62,395 shares; 2025Q3: 60,950 shares; 2025Q4: 56,698 shares 56,698 $8.78M 0.33% -4,252 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: 80,851 shares; 2024Q4: 78,798 shares; 2025Q1: 85,061 shares; 2025Q2: 84,572 shares; 2025Q3: 84,400 shares; 2025Q4: 82,826 shares 82,826 $8.72M 0.33% -1,574 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: 11,253 shares; 2024Q4: 16,364 shares; 2025Q1: 10,828 shares; 2025Q2: 13,848 shares; 2025Q3: 19,430 shares; 2025Q4: 23,424 shares 23,424 $8.67M 0.33% +3,994 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: 26,426 shares; 2024Q4: 26,211 shares; 2025Q1: 33,658 shares; 2025Q2: 29,836 shares; 2025Q3: 30,649 shares; 2025Q4: 28,895 shares 28,895 $8.56M 0.32% -1,754 Timeline MINT 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: 46,901 shares; 2024Q4: 59,853 shares; 2025Q1: 77,916 shares; 2025Q2: 81,584 shares; 2025Q3: 82,168 shares; 2025Q4: 84,680 shares 84,680 $8.5M 0.32% +2,512 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,611 shares; 2024Q4: 257,385 shares; 2025Q1: 257,047 shares; 2025Q2: 261,527 shares; 2025Q3: 260,659 shares; 2025Q4: 260,085 shares 260,085 $8.44M 0.32% -574 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: 22,832 shares; 2024Q4: 24,224 shares; 2025Q1: 24,109 shares; 2025Q2: 26,494 shares; 2025Q3: 28,316 shares; 2025Q4: 28,922 shares 28,922 $8.39M 0.32% +606 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: 49,241 shares; 2024Q4: 52,625 shares; 2025Q1: 53,087 shares; 2025Q2: 53,799 shares; 2025Q3: 57,651 shares; 2025Q4: 55,064 shares 55,064 $8.39M 0.32% -2,587 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 16,190 shares; 2025Q1: 17,297 shares; 2025Q2: 17,989 shares; 2025Q3: 17,828 shares; 2025Q4: 17,290 shares 17,290 $8.31M 0.31% -538 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: 12,255 shares; 2024Q4: 11,382 shares; 2025Q1: 10,602 shares; 2025Q2: 10,910 shares; 2025Q3: 10,810 shares; 2025Q4: 10,859 shares 10,859 $8.19M 0.31% +49 Timeline MLRG 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: 133,511 shares; 2024Q4: 127,997 shares; 2025Q1: 87,593 shares; 2025Q2: 87,228 shares; 2025Q3: 86,219 shares; 2025Q4: 84,914 shares 84,914 $8.01M 0.3% -1,305 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: 22,078 shares; 2024Q4: 19,313 shares; 2025Q1: 19,040 shares; 2025Q2: 19,788 shares; 2025Q3: 21,217 shares; 2025Q4: 22,462 shares 22,462 $7.88M 0.3% +1,245 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: 214,328 shares; 2024Q4: 213,206 shares; 2025Q1: 267,149 shares; 2025Q2: 213,226 shares; 2025Q3: 213,289 shares; 2025Q4: 212,882 shares 212,882 $7.72M 0.29% -407 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: 9,034 shares; 2024Q4: 9,854 shares; 2025Q1: 9,597 shares; 2025Q2: 11,480 shares; 2025Q3: 10,467 shares; 2025Q4: 8,886 shares 8,886 $7.66M 0.29% -1,581 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,805 shares; 2024Q4: 119,534 shares; 2025Q1: 120,471 shares; 2025Q2: 124,719 shares; 2025Q3: 127,056 shares; 2025Q4: 127,673 shares 127,673 $7.52M 0.28% +617 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: 8,057 shares; 2024Q4: 7,745 shares; 2025Q1: 9,122 shares; 2025Q2: 9,238 shares; 2025Q3: 10,292 shares; 2025Q4: 80,140 shares 80,140 $7.51M 0.28% +69,848 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,902 shares; 2024Q4: 245,912 shares; 2025Q1: 245,630 shares; 2025Q2: 253,527 shares; 2025Q3: 253,217 shares; 2025Q4: 253,720 shares 253,720 $7.51M 0.28% +503 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: 46,517 shares; 2024Q4: 55,574 shares; 2025Q1: 68,478 shares; 2025Q2: 66,402 shares; 2025Q3: 66,266 shares; 2025Q4: 51,638 shares 51,638 $7.43M 0.28% -14,628 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,233 shares; 2024Q4: 305,194 shares; 2025Q1: 267,003 shares; 2025Q2: 215,672 shares; 2025Q3: 211,466 shares; 2025Q4: 206,705 shares 206,705 $7.41M 0.28% -4,761 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: 94,384 shares; 2024Q4: 87,675 shares; 2025Q1: 79,814 shares; 2025Q2: 78,252 shares; 2025Q3: 76,617 shares; 2025Q4: 77,971 shares 77,971 $7.34M 0.28% +1,354 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: 20,050 shares; 2024Q4: 19,655 shares; 2025Q1: 20,552 shares; 2025Q2: 20,991 shares; 2025Q3: 21,545 shares; 2025Q4: 20,952 shares 20,952 $7.21M 0.27% -593 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: 21,012 shares; 2024Q4: 22,025 shares; 2025Q1: 17,410 shares; 2025Q2: 16,667 shares; 2025Q3: 16,153 shares; 2025Q4: 15,204 shares 15,204 $7.2M 0.27% -949 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: 31,167 shares; 2024Q4: 25,131 shares; 2025Q1: 26,867 shares; 2025Q2: 28,168 shares; 2025Q3: 30,167 shares; 2025Q4: 33,531 shares 33,531 $7.18M 0.27% +3,364 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,426 shares; 2024Q4: 219,536 shares; 2025Q1: 209,352 shares; 2025Q2: 210,972 shares; 2025Q3: 135,889 shares; 2025Q4: 130,005 shares 130,005 $7.12M 0.27% -5,884 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: 27,723 shares; 2024Q4: 27,729 shares; 2025Q1: 29,539 shares; 2025Q2: 30,853 shares; 2025Q3: 31,026 shares; 2025Q4: 30,939 shares 30,939 $7.07M 0.27% -87 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: 19,401 shares; 2024Q4: 64,623 shares; 2025Q1: 78,414 shares; 2025Q2: 79,695 shares; 2025Q3: 75,595 shares; 2025Q4: 85,744 shares 85,744 $7.01M 0.26% +10,149 Timeline FPE 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: 321,265 shares; 2024Q4: 330,643 shares; 2025Q1: 337,309 shares; 2025Q2: 381,102 shares; 2025Q3: 377,906 shares; 2025Q4: 384,096 shares 384,096 $7M 0.26% +6,190 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: 30,497 shares; 2024Q4: 37,318 shares; 2025Q1: 35,642 shares; 2025Q2: 29,085 shares; 2025Q3: 28,397 shares; 2025Q4: 28,143 shares 28,143 $6.93M 0.26% -254 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: 18,135 shares; 2024Q4: 19,268 shares; 2025Q1: 20,479 shares; 2025Q2: 20,204 shares; 2025Q3: 20,277 shares; 2025Q4: 22,464 shares 22,464 $6.87M 0.26% +2,187 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,484 shares; 2024Q4: 147,066 shares; 2025Q1: 149,200 shares; 2025Q2: 153,192 shares; 2025Q3: 159,523 shares; 2025Q4: 160,401 shares 160,401 $6.81M 0.26% +878 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: 8,842 shares; 2024Q4: 28,586 shares; 2025Q1: 26,552 shares; 2025Q2: 28,057 shares; 2025Q3: 32,702 shares; 2025Q4: 36,088 shares 36,088 $6.65M 0.25% +3,386 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 12,024 shares; 2025Q1: 13,655 shares; 2025Q2: 13,382 shares; 2025Q3: 14,707 shares; 2025Q4: 13,922 shares 13,922 $6.53M 0.25% -785 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,260 shares; 2024Q4: 85,543 shares; 2025Q1: 73,475 shares; 2025Q2: 67,543 shares; 2025Q3: 73,582 shares; 2025Q4: 143,946 shares 143,946 $6.44M 0.24% +70,364 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,949 shares; 2024Q4: 56,081 shares; 2025Q1: 62,005 shares; 2025Q2: 61,874 shares; 2025Q3: 61,487 shares; 2025Q4: 60,821 shares 60,821 $6.3M 0.24% -666 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: 29,133 shares; 2024Q4: 29,093 shares; 2025Q1: 29,876 shares; 2025Q2: 29,976 shares; 2025Q3: 30,092 shares; 2025Q4: 29,724 shares 29,724 $6.25M 0.24% -368 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: 80,918 shares; 2024Q4: 81,004 shares; 2025Q1: 72,822 shares; 2025Q2: 86,177 shares; 2025Q3: 85,445 shares; 2025Q4: 91,967 shares 91,967 $6.18M 0.23% +6,522 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: 17,743 shares; 2024Q4: 17,733 shares; 2025Q1: 28,449 shares; 2025Q2: 24,277 shares; 2025Q3: 23,859 shares; 2025Q4: 24,209 shares 24,209 $6.06M 0.23% +350 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: 31,939 shares; 2024Q4: 33,620 shares; 2025Q1: 40,883 shares; 2025Q2: 39,637 shares; 2025Q3: 34,215 shares; 2025Q4: 31,907 shares 31,907 $5.85M 0.22% -2,308 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: 9,068 shares; 2024Q4: 9,804 shares; 2025Q1: 10,778 shares; 2025Q2: 11,280 shares; 2025Q3: 11,239 shares; 2025Q4: 10,014 shares 10,014 $5.72M 0.22% -1,225 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: 16,148 shares; 2024Q4: 14,415 shares; 2025Q1: 16,704 shares; 2025Q2: 19,189 shares; 2025Q3: 23,625 shares; 2025Q4: 18,541 shares 18,541 $5.71M 0.22% -5,084 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,906 shares; 2024Q4: 231,429 shares; 2025Q1: 232,702 shares; 2025Q2: 240,578 shares; 2025Q3: 243,859 shares; 2025Q4: 245,580 shares 245,580 $5.7M 0.22% +1,721 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,667 shares; 2024Q4: 110,195 shares; 2025Q1: 110,080 shares; 2025Q2: 109,740 shares; 2025Q3: 113,000 shares; 2025Q4: 111,142 shares 111,142 $5.68M 0.21% -1,858 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,114 shares; 2024Q4: 27,784 shares; 2025Q1: 65,299 shares; 2025Q2: 106,857 shares; 2025Q3: 116,557 shares; 2025Q4: 128,851 shares 128,851 $5.62M 0.21% +12,294 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,902 shares; 2024Q4: 109,424 shares; 2025Q1: 113,106 shares; 2025Q2: 113,511 shares; 2025Q3: 115,778 shares; 2025Q4: 117,257 shares 117,257 $5.55M 0.21% +1,479 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: 27,453 shares; 2024Q4: 34,661 shares; 2025Q1: 24,527 shares; 2025Q2: 24,836 shares; 2025Q3: 23,912 shares; 2025Q4: 27,770 shares 27,770 $5.41M 0.2% +3,858 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: 35,468 shares; 2024Q4: 35,369 shares; 2025Q1: 38,506 shares; 2025Q2: 38,326 shares; 2025Q3: 40,739 shares; 2025Q4: 37,169 shares 37,169 $5.33M 0.2% -3,570 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: 78,619 shares; 2024Q4: 73,946 shares; 2025Q1: 77,578 shares; 2025Q2: 72,952 shares; 2025Q3: 74,417 shares; 2025Q4: 76,114 shares 76,114 $5.32M 0.2% +1,697 Timeline IMCB 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: 74,453 shares; 2024Q4: 69,705 shares; 2025Q1: 67,422 shares; 2025Q2: 67,124 shares; 2025Q3: 66,622 shares; 2025Q4: 64,130 shares 64,130 $5.31M 0.2% -2,492 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: 45,819 shares; 2024Q4: 61,900 shares; 2025Q1: 44,810 shares; 2025Q2: 45,620 shares; 2025Q3: 48,646 shares; 2025Q4: 44,878 shares 44,878 $5.28M 0.2% -3,768 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: 29,373 shares; 2024Q4: 29,339 shares; 2025Q1: 25,452 shares; 2025Q2: 27,862 shares; 2025Q3: 24,189 shares; 2025Q4: 25,413 shares 25,413 $5.21M 0.2% +1,224 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,037 shares; 2024Q4: 56,527 shares; 2025Q1: 56,824 shares; 2025Q2: 59,131 shares; 2025Q3: 59,871 shares; 2025Q4: 60,691 shares 60,691 $5.14M 0.19% +820 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: 74,440 shares; 2024Q4: 76,903 shares; 2025Q1: 76,417 shares; 2025Q2: 81,019 shares; 2025Q3: 79,320 shares; 2025Q4: 82,153 shares 82,153 $5.13M 0.19% +2,833 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 61,813 shares; 2025Q1: 63,006 shares; 2025Q2: 59,712 shares; 2025Q3: 51,491 shares; 2025Q4: 37,443 shares 37,443 $5.13M 0.19% -14,048 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,871 shares; 2024Q4: 63,812 shares; 2025Q1: 65,061 shares; 2025Q2: 64,501 shares; 2025Q3: 61,487 shares; 2025Q4: 61,855 shares 61,855 $5.1M 0.19% +368 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: 87,567 shares; 2024Q4: 89,409 shares; 2025Q1: 102,702 shares; 2025Q2: 100,334 shares; 2025Q3: 96,439 shares; 2025Q4: 123,109 shares 123,109 $5.01M 0.19% +26,670 Timeline RPV 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: 51,081 shares; 2024Q4: 51,062 shares; 2025Q1: 47,297 shares; 2025Q2: 47,979 shares; 2025Q3: 47,932 shares; 2025Q4: 48,085 shares 48,085 $4.97M 0.19% +153 Timeline DLN 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: 47,062 shares; 2024Q4: 51,335 shares; 2025Q1: 51,185 shares; 2025Q2: 54,431 shares; 2025Q3: 53,957 shares; 2025Q4: 55,974 shares 55,974 $4.93M 0.19% +2,017 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,537 shares; 2024Q4: 95,583 shares; 2025Q1: 107,174 shares; 2025Q2: 126,097 shares; 2025Q3: 131,358 shares; 2025Q4: 128,302 shares 128,302 $4.92M 0.19% -3,056 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,719 shares; 2024Q4: 85,959 shares; 2025Q1: 88,868 shares; 2025Q2: 90,745 shares; 2025Q3: 90,695 shares; 2025Q4: 92,350 shares 92,350 $4.87M 0.18% +1,655 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,006 shares; 2024Q4: 65,054 shares; 2025Q1: 83,103 shares; 2025Q2: 113,271 shares; 2025Q3: 99,721 shares; 2025Q4: 90,176 shares 90,176 $4.86M 0.18% -9,545 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,510 shares; 2025Q1: 19,525 shares; 2025Q2: 128,057 shares; 2025Q3: 109,450 shares; 2025Q4: 83,119 shares 83,119 $4.83M 0.18% -26,331 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: 81,775 shares; 2024Q4: 81,384 shares; 2025Q1: 87,764 shares; 2025Q2: 97,928 shares; 2025Q3: 90,366 shares; 2025Q4: 86,885 shares 86,885 $4.78M 0.18% -3,481 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,167 shares; 2024Q4: 13,941 shares; 2025Q1: 12,307 shares; 2025Q2: 13,446 shares; 2025Q3: 16,726 shares; 2025Q4: 21,906 shares 21,906 $4.76M 0.18% +5,180 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: 38,922 shares; 2024Q4: 137,668 shares; 2025Q1: 138,838 shares; 2025Q2: 141,552 shares; 2025Q3: 144,594 shares; 2025Q4: 145,273 shares 145,273 $4.74M 0.18% +679 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,629 shares; 2024Q4: 195,639 shares; 2025Q1: 231,581 shares; 2025Q2: 231,305 shares; 2025Q3: 237,623 shares; 2025Q4: 249,425 shares 249,425 $4.7M 0.18% +11,802 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 50,386 shares; 2025Q1: 43,100 shares; 2025Q2: 46,471 shares; 2025Q3: 46,070 shares; 2025Q4: 45,781 shares 45,781 $4.67M 0.18% -289 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,143 shares; 2025Q3: 56,751 shares; 2025Q4: 71,990 shares 71,990 $4.64M 0.18% +15,239 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,338 shares; 2025Q3: 123,437 shares; 2025Q4: 117,640 shares 117,640 $4.6M 0.17% -5,797 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,293 shares; 2024Q4: 141,533 shares; 2025Q1: 180,846 shares; 2025Q2: 160,097 shares; 2025Q3: 157,044 shares; 2025Q4: 118,936 shares 118,936 $4.56M 0.17% -38,108 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,858 shares; 2024Q4: 109,616 shares; 2025Q1: 88,842 shares; 2025Q2: 92,418 shares; 2025Q3: 115,705 shares; 2025Q4: 109,659 shares 109,659 $4.55M 0.17% -6,046 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,853 shares; 2025Q4: 26,559 shares 26,559 $4.5M 0.17% +3,706 Timeline SPTI 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: 78,953 shares; 2024Q4: 92,050 shares; 2025Q1: 118,156 shares; 2025Q2: 133,612 shares; 2025Q3: 138,962 shares; 2025Q4: 154,871 shares 154,871 $4.47M 0.17% +15,909 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6,541 shares; 2025Q1: 21,221 shares; 2025Q2: 37,184 shares; 2025Q3: 51,884 shares; 2025Q4: 46,500 shares 46,500 $4.43M 0.17% -5,384 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: 34,403 shares; 2024Q4: 40,687 shares; 2025Q1: 46,029 shares; 2025Q2: 48,737 shares; 2025Q3: 44,636 shares; 2025Q4: 47,321 shares 47,321 $4.41M 0.17% +2,685 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,194 shares; 2024Q4: 32,535 shares; 2025Q1: 35,866 shares; 2025Q2: 36,062 shares; 2025Q3: 35,378 shares; 2025Q4: 33,821 shares 33,821 $4.36M 0.16% -1,557 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,673 shares; 2025Q1: 8,229 shares; 2025Q2: 9,528 shares; 2025Q3: 9,942 shares; 2025Q4: 12,713 shares 12,713 $4.36M 0.16% +2,771 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: 17,915 shares; 2024Q4: 17,972 shares; 2025Q1: 38,707 shares; 2025Q2: 18,519 shares; 2025Q3: 18,966 shares; 2025Q4: 18,829 shares 18,829 $4.36M 0.16% -137 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: 87,922 shares; 2024Q4: 105,616 shares; 2025Q1: 98,963 shares; 2025Q2: 105,591 shares; 2025Q3: 109,710 shares; 2025Q4: 106,651 shares 106,651 $4.3M 0.16% -3,059 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,672 shares; 2024Q4: 88,305 shares; 2025Q1: 57,009 shares; 2025Q2: 60,219 shares; 2025Q3: 48,027 shares; 2025Q4: 86,000 shares 86,000 $4.28M 0.16% +37,973 Timeline IOO 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: 27,413 shares; 2024Q4: 74,991 shares; 2025Q1: 67,306 shares; 2025Q2: 35,189 shares; 2025Q3: 32,187 shares; 2025Q4: 33,520 shares 33,520 $4.25M 0.16% +1,333 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,254 shares; 2025Q2: 149,062 shares; 2025Q3: 153,605 shares; 2025Q4: 153,211 shares 153,211 $4.22M 0.16% -394 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,246 shares; 2024Q4: 119,813 shares; 2025Q1: 104,015 shares; 2025Q2: 104,923 shares; 2025Q3: 102,919 shares; 2025Q4: 101,315 shares 101,315 $4.22M 0.16% -1,604 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: 18,899 shares; 2024Q4: 19,817 shares; 2025Q1: 31,425 shares; 2025Q2: 28,009 shares; 2025Q3: 27,249 shares; 2025Q4: 26,179 shares 26,179 $4.2M 0.16% -1,070 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: 11,445 shares; 2024Q4: 9,372 shares; 2025Q1: 6,948 shares; 2025Q2: 7,385 shares; 2025Q3: 7,616 shares; 2025Q4: 7,311 shares 7,311 $4.19M 0.16% -305 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,897 shares; 2025Q3: 21,843 shares; 2025Q4: 22,185 shares 22,185 $4.12M 0.16% +342 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: 897 shares; 2024Q4: 861 shares; 2025Q1: 10,070 shares; 2025Q2: 12,502 shares; 2025Q3: 12,783 shares; 2025Q4: 12,814 shares 12,814 $3.98M 0.15% +31 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,596 shares; 2024Q4: 30,733 shares; 2025Q1: 28,340 shares; 2025Q2: 28,863 shares; 2025Q3: 28,868 shares; 2025Q4: 29,773 shares 29,773 $3.97M 0.15% +905 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,832 shares; 2024Q4: 41,475 shares; 2025Q1: 41,363 shares; 2025Q2: 42,460 shares; 2025Q3: 42,849 shares; 2025Q4: 42,506 shares 42,506 $3.93M 0.15% -343 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: 46,486 shares; 2024Q4: 49,484 shares; 2025Q1: 52,383 shares; 2025Q2: 50,702 shares; 2025Q3: 51,288 shares; 2025Q4: 48,413 shares 48,413 $3.89M 0.15% -2,875 Timeline SPIB 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: 64,995 shares; 2024Q4: 70,781 shares; 2025Q1: 83,924 shares; 2025Q2: 98,724 shares; 2025Q3: 100,939 shares; 2025Q4: 113,417 shares 113,417 $3.83M 0.14% +12,478 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,511 shares; 2024Q4: 41,350 shares; 2025Q1: 43,039 shares; 2025Q2: 43,048 shares; 2025Q3: 44,561 shares; 2025Q4: 45,553 shares 45,553 $3.82M 0.14% +992 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,109 shares; 2024Q4: 54,959 shares; 2025Q1: 46,421 shares; 2025Q2: 44,638 shares; 2025Q3: 43,052 shares; 2025Q4: 44,833 shares 44,833 $3.78M 0.14% +1,781 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,940 shares; 2025Q2: 51,377 shares; 2025Q3: 28,091 shares; 2025Q4: 33,379 shares 33,379 $3.78M 0.14% +5,288 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 5 shares 5 $3.77M 0.14% -1 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: 14,307 shares; 2024Q4: 12,730 shares; 2025Q1: 19,403 shares; 2025Q2: 22,986 shares; 2025Q3: 17,289 shares; 2025Q4: 14,177 shares 14,177 $3.76M 0.14% -3,112 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,099 shares; 2024Q4: 140,393 shares; 2025Q1: 145,852 shares; 2025Q2: 143,107 shares; 2025Q3: 136,058 shares; 2025Q4: 136,854 shares 136,854 $3.75M 0.14% +796 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: 7,965 shares; 2024Q4: 8,143 shares; 2025Q1: 10,111 shares; 2025Q2: 12,065 shares; 2025Q3: 8,809 shares; 2025Q4: 8,878 shares 8,878 $3.75M 0.14% +69 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,512 shares; 2025Q2: 18,172 shares; 2025Q3: 10,967 shares; 2025Q4: 16,295 shares 16,295 $3.75M 0.14% +5,328 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: 17,282 shares; 2024Q4: 23,353 shares; 2025Q1: 36,844 shares; 2025Q2: 43,763 shares; 2025Q3: 47,246 shares; 2025Q4: 50,555 shares 50,555 $3.74M 0.14% +3,309 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,762 shares; 2024Q4: 41,183 shares; 2025Q1: 40,271 shares; 2025Q2: 44,657 shares; 2025Q3: 43,676 shares; 2025Q4: 43,985 shares 43,985 $3.74M 0.14% +309 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,355 shares; 2025Q1: 5,117 shares; 2025Q2: 5,379 shares; 2025Q3: 4,973 shares; 2025Q4: 24,250 shares 24,250 $3.71M 0.14% +19,277 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,854 shares 125,854 $3.69M 0.14% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,143 shares; 2024Q4: 17,143 shares; 2025Q1: 19,223 shares; 2025Q2: 16,875 shares; 2025Q3: 16,125 shares; 2025Q4: 35,065 shares 35,065 $3.65M 0.14% +18,940 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,616 shares; 2024Q4: 48,963 shares; 2025Q1: 67,398 shares; 2025Q2: 69,208 shares; 2025Q3: 74,612 shares; 2025Q4: 81,656 shares 81,656 $3.63M 0.14% +7,044 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: 29,187 shares; 2024Q4: 28,529 shares; 2025Q1: 29,036 shares; 2025Q2: 28,526 shares; 2025Q3: 27,870 shares; 2025Q4: 24,265 shares 24,265 $3.61M 0.14% -3,605 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: 89,216 shares; 2024Q4: 77,745 shares; 2025Q1: 68,167 shares; 2025Q2: 67,248 shares; 2025Q3: 69,232 shares; 2025Q4: 75,201 shares 75,201 $3.52M 0.13% +5,969 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: not reported; 2024Q4: 16,654 shares; 2025Q1: 35,976 shares; 2025Q2: 30,370 shares; 2025Q3: 27,858 shares; 2025Q4: 29,905 shares 29,905 $3.47M 0.13% +2,047 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: 29,714 shares; 2024Q4: 26,000 shares; 2025Q1: 26,839 shares; 2025Q2: 27,952 shares; 2025Q3: 27,562 shares; 2025Q4: 30,460 shares 30,460 $3.47M 0.13% +2,898 Timeline LGOV 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: 915,789 shares; 2024Q4: 370,857 shares; 2025Q1: 336,654 shares; 2025Q2: 245,594 shares; 2025Q3: 200,829 shares; 2025Q4: 156,668 shares 156,668 $3.42M 0.13% -44,161 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,235 shares; 2024Q4: 33,548 shares; 2025Q1: 32,950 shares; 2025Q2: 34,259 shares; 2025Q3: 35,196 shares; 2025Q4: 35,233 shares 35,233 $3.39M 0.13% +37 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,016 shares; 2024Q4: 80,485 shares; 2025Q1: 99,218 shares; 2025Q2: 123,215 shares; 2025Q3: 131,284 shares; 2025Q4: 151,047 shares 151,047 $3.39M 0.13% +19,763 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,647 shares; 2025Q1: 63,607 shares; 2025Q2: 66,044 shares; 2025Q3: 73,059 shares; 2025Q4: 71,286 shares 71,286 $3.39M 0.13% -1,773 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 11,176 shares; 2025Q1: 26,071 shares; 2025Q2: 44,123 shares; 2025Q3: 45,761 shares; 2025Q4: 46,629 shares 46,629 $3.34M 0.13% +868 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,372 shares; 2025Q2: 66,173 shares; 2025Q3: 70,213 shares; 2025Q4: 70,247 shares 70,247 $3.33M 0.13% +34 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,769 shares; 2024Q4: 34,225 shares; 2025Q1: 44,480 shares; 2025Q2: 49,823 shares; 2025Q3: 50,705 shares; 2025Q4: 46,422 shares 46,422 $3.32M 0.13% -4,283 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,807 shares; 2024Q4: 28,586 shares; 2025Q1: 28,788 shares; 2025Q2: 30,161 shares; 2025Q3: 30,328 shares; 2025Q4: 38,638 shares 38,638 $3.27M 0.12% +8,310 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,002 shares; 2025Q1: 12,594 shares; 2025Q2: 15,218 shares; 2025Q3: 15,718 shares; 2025Q4: 21,191 shares 21,191 $3.24M 0.12% +5,473 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,618 shares; 2024Q4: 38,971 shares; 2025Q1: 38,585 shares; 2025Q2: 39,591 shares; 2025Q3: 39,091 shares; 2025Q4: 39,091 shares 39,091 $3.22M 0.12% 0 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: 13,637 shares; 2024Q4: 13,383 shares; 2025Q1: 32,003 shares; 2025Q2: 21,356 shares; 2025Q3: 26,271 shares; 2025Q4: 27,353 shares 27,353 $3.19M 0.12% +1,082 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: 13,688 shares; 2024Q4: 13,863 shares; 2025Q1: 14,663 shares; 2025Q2: 15,529 shares; 2025Q3: 15,000 shares; 2025Q4: 9,667 shares 9,667 $3.19M 0.12% -5,333 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,468 shares; 2024Q4: 60,742 shares; 2025Q1: 59,009 shares; 2025Q2: 50,028 shares; 2025Q3: 55,806 shares; 2025Q4: 68,946 shares 68,946 $3.16M 0.12% +13,140 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: 1,617 shares; 2024Q4: 2,612 shares; 2025Q1: 4,678 shares; 2025Q2: 7,296 shares; 2025Q3: 7,195 shares; 2025Q4: 7,103 shares 7,103 $3.16M 0.12% -92 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,594 shares; 2025Q1: 2,583 shares; 2025Q2: 2,689 shares; 2025Q3: 2,853 shares; 2025Q4: 2,944 shares 2,944 $3.15M 0.12% +91 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 10,800 shares; 2025Q1: 10,829 shares; 2025Q2: 11,122 shares; 2025Q3: 11,048 shares; 2025Q4: 10,942 shares 10,942 $3.15M 0.12% -106 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: 6,574 shares; 2024Q4: 6,576 shares; 2025Q1: 9,197 shares; 2025Q2: 12,075 shares; 2025Q3: 11,990 shares; 2025Q4: 10,358 shares 10,358 $3.15M 0.12% -1,632 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,064 shares 34,064 $3.11M 0.12% new 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: 25,566 shares; 2024Q4: 24,968 shares; 2025Q1: 24,710 shares; 2025Q2: 23,434 shares; 2025Q3: 23,555 shares; 2025Q4: 24,633 shares 24,633 $3.09M 0.12% +1,078 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: 32,377 shares; 2024Q4: 30,896 shares; 2025Q1: 31,272 shares; 2025Q2: 32,828 shares; 2025Q3: 33,486 shares; 2025Q4: 33,917 shares 33,917 $3.09M 0.12% +431 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,523 shares; 2025Q1: 15,007 shares; 2025Q2: 31,430 shares; 2025Q3: 60,566 shares; 2025Q4: 58,284 shares 58,284 $3.08M 0.12% -2,282 Timeline QINT 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: 13,845 shares; 2024Q4: 12,995 shares; 2025Q1: 12,895 shares; 2025Q2: 13,205 shares; 2025Q3: 22,535 shares; 2025Q4: 47,491 shares 47,491 $3.05M 0.12% +24,956 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: 23,995 shares; 2024Q4: 15,134 shares; 2025Q1: 17,818 shares; 2025Q2: 18,686 shares; 2025Q3: 18,919 shares; 2025Q4: 17,820 shares 17,820 $3.05M 0.12% -1,099 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,381 shares; 2025Q3: 3,741 shares; 2025Q4: 5,229 shares 5,229 $3.04M 0.11% +1,488 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,671 shares; 2024Q4: 62,019 shares; 2025Q1: 68,408 shares; 2025Q2: 75,911 shares; 2025Q3: 82,173 shares; 2025Q4: 303,389 shares 303,389 $3.03M 0.11% +221,216 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,488 shares; 2025Q1: 422 shares; 2025Q2: 368 shares; 2025Q3: 1,873 shares; 2025Q4: 3,693 shares 3,693 $3.03M 0.11% +1,820 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,753 shares; 2024Q4: 130,595 shares; 2025Q1: 142,014 shares; 2025Q2: 142,017 shares; 2025Q3: 147,175 shares; 2025Q4: 154,510 shares 154,510 $3.02M 0.11% +7,335 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 5,314 shares; 2025Q1: 5,227 shares; 2025Q2: 32,135 shares; 2025Q3: 32,121 shares; 2025Q4: 30,381 shares 30,381 $3.01M 0.11% -1,740 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: 32,284 shares; 2024Q4: 71,450 shares; 2025Q1: 58,520 shares; 2025Q2: 53,605 shares; 2025Q3: 58,638 shares; 2025Q4: 59,059 shares 59,059 $2.99M 0.11% +421 Timeline FDN 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: 10,645 shares; 2024Q4: 7,493 shares; 2025Q1: 24,950 shares; 2025Q2: 13,495 shares; 2025Q3: 13,252 shares; 2025Q4: 11,049 shares 11,049 $2.97M 0.11% -2,203 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: 25,564 shares; 2024Q4: 24,037 shares; 2025Q1: 24,203 shares; 2025Q2: 26,368 shares; 2025Q3: 28,753 shares; 2025Q4: 31,258 shares 31,258 $2.94M 0.11% +2,505 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: 30,916 shares; 2024Q4: 32,549 shares; 2025Q1: 34,190 shares; 2025Q2: 34,467 shares; 2025Q3: 32,675 shares; 2025Q4: 31,368 shares 31,368 $2.94M 0.11% -1,307 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: 5,211 shares; 2024Q4: 5,769 shares; 2025Q1: 5,299 shares; 2025Q2: 5,253 shares; 2025Q3: 5,863 shares; 2025Q4: 6,039 shares 6,039 $2.92M 0.11% +176 Timeline DOL 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: 38,806 shares; 2024Q4: 41,424 shares; 2025Q1: 44,340 shares; 2025Q2: 43,106 shares; 2025Q3: 42,448 shares; 2025Q4: 44,050 shares 44,050 $2.9M 0.11% +1,602 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,630 shares; 2025Q2: 37,296 shares; 2025Q3: 36,867 shares; 2025Q4: 36,704 shares 36,704 $2.9M 0.11% -163 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357,983 shares; 2025Q2: 336,398 shares; 2025Q3: 235,937 shares; 2025Q4: 104,482 shares 104,482 $2.89M 0.11% -131,455 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: 23,747 shares; 2024Q4: 21,498 shares; 2025Q1: 25,774 shares; 2025Q2: 23,266 shares; 2025Q3: 22,811 shares; 2025Q4: 20,011 shares 20,011 $2.87M 0.11% -2,800 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,441 shares; 2025Q2: 7,557 shares; 2025Q3: 9,213 shares; 2025Q4: 15,877 shares 15,877 $2.84M 0.11% +6,664 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,759 shares; 2025Q3: 77,731 shares; 2025Q4: 81,127 shares 81,127 $2.79M 0.11% +3,396 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,666 shares; 2024Q4: 153,559 shares; 2025Q1: 132,576 shares; 2025Q2: 115,546 shares; 2025Q3: 107,916 shares; 2025Q4: 94,495 shares 94,495 $2.77M 0.1% -13,421 Timeline ZALT 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: 40,881 shares; 2024Q4: 117,836 shares; 2025Q1: 117,452 shares; 2025Q2: 97,977 shares; 2025Q3: 85,952 shares; 2025Q4: 84,102 shares 84,102 $2.74M 0.1% -1,850 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,730 shares; 2024Q4: 127,593 shares; 2025Q1: 133,968 shares; 2025Q2: 133,372 shares; 2025Q3: 137,544 shares; 2025Q4: 138,391 shares 138,391 $2.73M 0.1% +847 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,346 shares; 2025Q1: 42,641 shares; 2025Q2: 48,363 shares; 2025Q3: 50,562 shares; 2025Q4: 52,457 shares 52,457 $2.73M 0.1% +1,895 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 9,383 shares; 2025Q1: 7,705 shares; 2025Q2: 8,973 shares; 2025Q3: 8,899 shares; 2025Q4: 9,028 shares 9,028 $2.73M 0.1% +129 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,484 shares; 2025Q2: 40,962 shares; 2025Q3: 41,432 shares; 2025Q4: 73,359 shares 73,359 $2.7M 0.1% +31,927 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: 29,753 shares; 2024Q4: 27,950 shares; 2025Q1: 28,591 shares; 2025Q2: 29,050 shares; 2025Q3: 30,568 shares; 2025Q4: 29,110 shares 29,110 $2.69M 0.1% -1,458 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,837 shares; 2024Q4: 265,795 shares; 2025Q1: 247,711 shares; 2025Q2: 159,492 shares; 2025Q3: 133,317 shares; 2025Q4: 122,935 shares 122,935 $2.69M 0.1% -10,382 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,777 shares; 2025Q1: 33,538 shares; 2025Q2: 35,642 shares; 2025Q3: 36,041 shares; 2025Q4: 42,500 shares 42,500 $2.69M 0.1% +6,459 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,760 shares; 2025Q3: 47,224 shares; 2025Q4: 47,760 shares 47,760 $2.65M 0.1% +536 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: 65,673 shares; 2024Q4: 38,909 shares; 2025Q1: 52,350 shares; 2025Q2: 44,187 shares; 2025Q3: 28,450 shares; 2025Q4: 58,428 shares 58,428 $2.65M 0.1% +29,978 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: 58,181 shares; 2024Q4: 47,783 shares; 2025Q1: 47,254 shares; 2025Q2: 47,176 shares; 2025Q3: 49,069 shares; 2025Q4: 71,713 shares 71,713 $2.65M 0.1% +22,644 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,929 shares; 2024Q4: 111,963 shares; 2025Q1: 118,702 shares; 2025Q2: 119,171 shares; 2025Q3: 122,472 shares; 2025Q4: 124,997 shares 124,997 $2.57M 0.1% +2,525 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: 1,721 shares; 2024Q4: 1,777 shares; 2025Q1: 1,799 shares; 2025Q2: 10,045 shares; 2025Q3: 12,441 shares; 2025Q4: 10,587 shares 10,587 $2.57M 0.1% -1,854 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,429 shares; 2025Q4: 9,307 shares 9,307 $2.54M 0.1% +1,878 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 26,657 shares; 2025Q1: 31,222 shares; 2025Q2: 31,906 shares; 2025Q3: 32,448 shares; 2025Q4: 40,985 shares 40,985 $2.49M 0.09% +8,537 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,322 shares; 2024Q4: 27,250 shares; 2025Q1: 27,082 shares; 2025Q2: 25,294 shares; 2025Q3: 23,964 shares; 2025Q4: 23,234 shares 23,234 $2.44M 0.09% -730 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,221 shares; 2024Q4: 7,505 shares; 2025Q1: 7,162 shares; 2025Q2: 8,535 shares; 2025Q3: 8,767 shares; 2025Q4: 9,380 shares 9,380 $2.42M 0.09% +613 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,311 shares; 2024Q4: 33,782 shares; 2025Q1: 40,804 shares; 2025Q2: 43,969 shares; 2025Q3: 43,788 shares; 2025Q4: 46,974 shares 46,974 $2.42M 0.09% +3,186 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: 8,700 shares; 2024Q4: 8,845 shares; 2025Q1: 9,646 shares; 2025Q2: 9,829 shares; 2025Q3: 9,007 shares; 2025Q4: 8,899 shares 8,899 $2.41M 0.09% -108 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: 10,642 shares; 2024Q4: 11,145 shares; 2025Q1: 10,057 shares; 2025Q2: 11,044 shares; 2025Q3: 12,099 shares; 2025Q4: 17,022 shares 17,022 $2.4M 0.09% +4,923 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,252 shares; 2025Q1: 42,017 shares; 2025Q2: 46,804 shares; 2025Q3: 48,651 shares; 2025Q4: 50,346 shares 50,346 $2.39M 0.09% +1,695 Timeline MSML 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: 39,540 shares; 2024Q4: 38,856 shares; 2025Q1: 38,250 shares; 2025Q2: 37,840 shares; 2025Q3: 37,465 shares; 2025Q4: 36,540 shares 36,540 $2.38M 0.09% -925 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,269 shares; 2025Q2: 88,417 shares; 2025Q3: 80,379 shares; 2025Q4: 94,569 shares 94,569 $2.37M 0.09% +14,190 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: 5,942 shares; 2024Q4: 4,820 shares; 2025Q1: 6,264 shares; 2025Q2: 6,720 shares; 2025Q3: 6,441 shares; 2025Q4: 7,211 shares 7,211 $2.36M 0.09% +770 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,842 shares; 2024Q4: 98,966 shares; 2025Q1: 124,075 shares; 2025Q2: 121,199 shares; 2025Q3: 122,467 shares; 2025Q4: 120,029 shares 120,029 $2.27M 0.09% -2,438 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,107 shares; 2024Q4: 28,855 shares; 2025Q1: 33,644 shares; 2025Q2: 30,793 shares; 2025Q3: 32,918 shares; 2025Q4: 34,656 shares 34,656 $2.24M 0.08% +1,738 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,281 shares; 2024Q4: 16,337 shares; 2025Q1: 16,245 shares; 2025Q2: 19,137 shares; 2025Q3: 18,925 shares; 2025Q4: 18,399 shares 18,399 $2.24M 0.08% -526 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 10,180 shares; 2025Q1: 15,567 shares; 2025Q2: 21,729 shares; 2025Q3: 20,053 shares; 2025Q4: 33,989 shares 33,989 $2.21M 0.08% +13,936 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 6,446 shares; 2025Q1: 34,436 shares; 2025Q2: 14,883 shares; 2025Q3: 14,185 shares; 2025Q4: 13,333 shares 13,333 $2.13M 0.08% -852 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 8,943 shares; 2025Q1: 8,932 shares; 2025Q2: 9,069 shares; 2025Q3: 9,474 shares; 2025Q4: 9,890 shares 9,890 $2.12M 0.08% +416 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,387 shares; 2024Q4: 48,462 shares; 2025Q1: 45,519 shares; 2025Q2: 45,885 shares; 2025Q3: 44,651 shares; 2025Q4: 42,655 shares 42,655 $2.12M 0.08% -1,996 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 30,240 shares; 2025Q1: 32,898 shares; 2025Q2: 27,993 shares; 2025Q3: 24,945 shares; 2025Q4: 25,534 shares 25,534 $2.11M 0.08% +589 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: 2,973 shares; 2024Q4: 2,755 shares; 2025Q1: 2,557 shares; 2025Q2: 2,535 shares; 2025Q3: 2,350 shares; 2025Q4: 2,401 shares 2,401 $2.11M 0.08% +51 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: 6,114 shares; 2024Q4: 6,020 shares; 2025Q1: 6,376 shares; 2025Q2: 6,638 shares; 2025Q3: 7,141 shares; 2025Q4: 11,886 shares 11,886 $2.11M 0.08% +4,745 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: 71,092 shares; 2024Q4: 101,424 shares; 2025Q1: 153,041 shares; 2025Q2: 129,992 shares; 2025Q3: 104,089 shares; 2025Q4: 84,862 shares 84,862 $2.11M 0.08% -19,227 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: 6,409 shares; 2024Q4: 8,013 shares; 2025Q1: 6,206 shares; 2025Q2: 6,238 shares; 2025Q3: 10,041 shares; 2025Q4: 7,383 shares 7,383 $2.11M 0.08% -2,658 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,554 shares 134,554 $2.1M 0.08% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,024 shares; 2024Q4: 26,327 shares; 2025Q1: 25,371 shares; 2025Q2: 24,916 shares; 2025Q3: 24,900 shares; 2025Q4: 26,272 shares 26,272 $2.09M 0.08% +1,372 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,544 shares; 2025Q1: 49,878 shares; 2025Q2: 49,058 shares; 2025Q3: 50,911 shares; 2025Q4: 51,945 shares 51,945 $2.08M 0.08% +1,034 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 5,033 shares; 2025Q1: 4,725 shares; 2025Q2: 4,641 shares; 2025Q3: 5,174 shares; 2025Q4: 5,000 shares 5,000 $2.06M 0.08% -174 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,041 shares; 2024Q4: 23,195 shares; 2025Q1: 20,458 shares; 2025Q2: 20,612 shares; 2025Q3: 20,860 shares; 2025Q4: 21,239 shares 21,239 $2.04M 0.08% +379 Timeline IXC 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: 41,532 shares; 2024Q4: 39,088 shares; 2025Q1: 37,829 shares; 2025Q2: 36,482 shares; 2025Q3: 42,463 shares; 2025Q4: 48,538 shares 48,538 $2.04M 0.08% +6,075 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,859 shares; 2025Q1: 7,859 shares; 2025Q2: 7,884 shares; 2025Q3: 16,694 shares; 2025Q4: 16,605 shares 16,605 $2.02M 0.08% -89 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,947 shares; 2025Q1: 31,351 shares; 2025Q2: 42,597 shares; 2025Q3: 47,251 shares; 2025Q4: 56,285 shares 56,285 $2.01M 0.08% +9,034 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: 150,845 shares; 2024Q4: 164,432 shares; 2025Q1: 85,769 shares; 2025Q2: 81,821 shares; 2025Q3: 78,614 shares; 2025Q4: 79,726 shares 79,726 $1.99M 0.07% +1,112 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,666 shares; 2025Q1: 50,396 shares; 2025Q2: 34,587 shares; 2025Q3: 16,008 shares; 2025Q4: 15,096 shares 15,096 $1.98M 0.07% -912 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,451 shares; 2024Q4: 22,443 shares; 2025Q1: 22,993 shares; 2025Q2: 25,133 shares; 2025Q3: 24,798 shares; 2025Q4: 28,120 shares 28,120 $1.96M 0.07% +3,322 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,524 shares; 2025Q1: 15,806 shares; 2025Q2: 29,139 shares; 2025Q3: 31,910 shares; 2025Q4: 39,127 shares 39,127 $1.94M 0.07% +7,217 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,104 shares; 2024Q4: 27,154 shares; 2025Q1: 20,647 shares; 2025Q2: 21,957 shares; 2025Q3: 22,460 shares; 2025Q4: 27,777 shares 27,777 $1.94M 0.07% +5,317 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,176 shares; 2025Q2: 58,155 shares; 2025Q3: 75,141 shares; 2025Q4: 75,483 shares 75,483 $1.93M 0.07% +342 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: 5,886 shares; 2024Q4: 5,568 shares; 2025Q1: 5,559 shares; 2025Q2: 5,990 shares; 2025Q3: 4,069 shares; 2025Q4: 3,327 shares 3,327 $1.93M 0.07% -742 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,479 shares; 2024Q4: 24,688 shares; 2025Q1: 22,940 shares; 2025Q2: 21,356 shares; 2025Q3: 21,461 shares; 2025Q4: 21,659 shares 21,659 $1.89M 0.07% +198 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,461 shares; 2024Q4: 17,369 shares; 2025Q1: 16,922 shares; 2025Q2: 16,724 shares; 2025Q3: 16,688 shares; 2025Q4: 18,005 shares 18,005 $1.87M 0.07% +1,317 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,517 shares 61,517 $1.87M 0.07% new Timeline SPHY 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: 12,413 shares; 2024Q4: 11,621 shares; 2025Q1: 10,807 shares; 2025Q2: 11,698 shares; 2025Q3: 81,084 shares; 2025Q4: 78,524 shares 78,524 $1.86M 0.07% -2,560 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,318 shares; 2024Q4: 67,543 shares; 2025Q1: 69,043 shares; 2025Q2: 77,143 shares; 2025Q3: 80,286 shares; 2025Q4: 86,243 shares 86,243 $1.83M 0.07% +5,957 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,978 shares; 2025Q1: 85,697 shares; 2025Q2: 71,368 shares; 2025Q3: 68,511 shares; 2025Q4: 71,701 shares 71,701 $1.82M 0.07% +3,190 Timeline FDL 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: 36,439 shares; 2024Q4: 36,962 shares; 2025Q1: 31,226 shares; 2025Q2: 37,305 shares; 2025Q3: 39,026 shares; 2025Q4: 39,562 shares 39,562 $1.75M 0.07% +536 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: 17,732 shares; 2024Q4: 17,387 shares; 2025Q1: 16,513 shares; 2025Q2: 17,474 shares; 2025Q3: 18,093 shares; 2025Q4: 18,032 shares 18,032 $1.73M 0.07% -61 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,960 shares; 2025Q1: 22,397 shares; 2025Q2: 24,905 shares; 2025Q3: 29,677 shares; 2025Q4: 33,966 shares 33,966 $1.73M 0.07% +4,289 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,270 shares; 2024Q4: 36,113 shares; 2025Q1: 34,773 shares; 2025Q2: 32,459 shares; 2025Q3: 34,611 shares; 2025Q4: 30,468 shares 30,468 $1.72M 0.06% -4,143 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,455 shares; 2025Q1: 11,241 shares; 2025Q2: 16,197 shares; 2025Q3: 22,447 shares; 2025Q4: 38,511 shares 38,511 $1.71M 0.06% +16,064 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,816 shares; 2024Q4: 58,301 shares; 2025Q1: 38,616 shares; 2025Q2: 41,581 shares; 2025Q3: 40,740 shares; 2025Q4: 41,076 shares 41,076 $1.69M 0.06% +336 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,334 shares; 2024Q4: 14,291 shares; 2025Q1: 22,497 shares; 2025Q2: 26,378 shares; 2025Q3: 30,194 shares; 2025Q4: 35,873 shares 35,873 $1.69M 0.06% +5,679 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,241 shares; 2024Q4: 3,847 shares; 2025Q1: 3,984 shares; 2025Q2: 4,106 shares; 2025Q3: 4,090 shares; 2025Q4: 3,953 shares 3,953 $1.69M 0.06% -137 Timeline EDIV 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: 35,847 shares; 2024Q4: 36,839 shares; 2025Q1: 38,562 shares; 2025Q2: 40,358 shares; 2025Q3: 41,565 shares; 2025Q4: 42,927 shares 42,927 $1.68M 0.06% +1,362 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: 6,691 shares; 2024Q4: 6,742 shares; 2025Q1: 8,303 shares; 2025Q2: 7,176 shares; 2025Q3: 8,150 shares; 2025Q4: 11,707 shares 11,707 $1.68M 0.06% +3,557 Timeline BUFD 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: 68,067 shares; 2024Q4: 72,617 shares; 2025Q1: 74,467 shares; 2025Q2: 23,507 shares; 2025Q3: 23,507 shares; 2025Q4: 59,167 shares 59,167 $1.67M 0.06% +35,660 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 7,401 shares; 2025Q1: 7,193 shares; 2025Q2: 7,628 shares; 2025Q3: 7,394 shares; 2025Q4: 7,027 shares 7,027 $1.66M 0.06% -367 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,564 shares; 2024Q4: 40,397 shares; 2025Q1: 30,499 shares; 2025Q2: 33,645 shares; 2025Q3: 33,019 shares; 2025Q4: 27,368 shares 27,368 $1.65M 0.06% -5,651 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: 45,555 shares; 2024Q4: 48,543 shares; 2025Q1: 42,498 shares; 2025Q2: 26,458 shares; 2025Q3: 36,488 shares; 2025Q4: 32,440 shares 32,440 $1.64M 0.06% -4,048 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,623 shares; 2024Q4: 13,649 shares; 2025Q1: 13,057 shares; 2025Q2: 11,138 shares; 2025Q3: 11,545 shares; 2025Q4: 11,475 shares 11,475 $1.62M 0.06% -70 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: 3,252 shares; 2024Q4: 3,177 shares; 2025Q1: 3,557 shares; 2025Q2: 3,525 shares; 2025Q3: 3,274 shares; 2025Q4: 2,428 shares 2,428 $1.61M 0.06% -846 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: 11,572 shares; 2024Q4: 11,665 shares; 2025Q1: 14,636 shares; 2025Q2: 14,534 shares; 2025Q3: 15,067 shares; 2025Q4: 19,711 shares 19,711 $1.6M 0.06% +4,644 Timeline EDV 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: 113,652 shares; 2024Q4: 61,611 shares; 2025Q1: 52,790 shares; 2025Q2: 38,758 shares; 2025Q3: 29,073 shares; 2025Q4: 24,603 shares 24,603 $1.6M 0.06% -4,470 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 17,400 shares; 2025Q1: 18,749 shares; 2025Q2: 18,891 shares; 2025Q3: 18,349 shares; 2025Q4: 18,469 shares 18,469 $1.58M 0.06% +120 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: 58,350 shares; 2024Q4: 41,595 shares; 2025Q1: 26,582 shares; 2025Q2: 22,581 shares; 2025Q3: 21,016 shares; 2025Q4: 15,777 shares 15,777 $1.58M 0.06% -5,239 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,961 shares; 2024Q4: 13,437 shares; 2025Q1: 9,579 shares; 2025Q2: 8,923 shares; 2025Q3: 7,392 shares; 2025Q4: 9,777 shares 9,777 $1.57M 0.06% +2,385 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,298 shares; 2024Q4: 6,816 shares; 2025Q1: 6,763 shares; 2025Q2: 7,375 shares; 2025Q3: 7,650 shares; 2025Q4: 5,832 shares 5,832 $1.56M 0.06% -1,818 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,649 shares; 2024Q4: 18,844 shares; 2025Q1: 18,157 shares; 2025Q2: 21,387 shares; 2025Q3: 20,947 shares; 2025Q4: 18,387 shares 18,387 $1.56M 0.06% -2,560 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: 1,615 shares; 2024Q4: 2,024 shares; 2025Q1: 5,148 shares; 2025Q2: 1,559 shares; 2025Q3: 2,235 shares; 2025Q4: 2,368 shares 2,368 $1.55M 0.06% +133 Timeline RWJ 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: 44,369 shares; 2024Q4: 36,193 shares; 2025Q1: 28,759 shares; 2025Q2: 30,875 shares; 2025Q3: 31,026 shares; 2025Q4: 31,423 shares 31,423 $1.53M 0.06% +397 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,913 shares; 2024Q4: 15,712 shares; 2025Q1: 14,592 shares; 2025Q2: 16,765 shares; 2025Q3: 16,732 shares; 2025Q4: 19,686 shares 19,686 $1.53M 0.06% +2,954 Timeline FIXD 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: 209,769 shares; 2024Q4: 64,035 shares; 2025Q1: 47,715 shares; 2025Q2: 36,560 shares; 2025Q3: 34,803 shares; 2025Q4: 34,221 shares 34,221 $1.52M 0.06% -582 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: 4,103 shares; 2024Q4: 4,779 shares; 2025Q1: 6,437 shares; 2025Q2: 6,863 shares; 2025Q3: 6,601 shares; 2025Q4: 6,145 shares 6,145 $1.48M 0.06% -456 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,930 shares 36,930 $1.46M 0.06% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,926 shares; 2024Q4: 15,639 shares; 2025Q1: 13,925 shares; 2025Q2: 13,494 shares; 2025Q3: 16,055 shares; 2025Q4: 22,705 shares 22,705 $1.46M 0.06% +6,650 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,232 shares; 2024Q4: 12,591 shares; 2025Q1: 6,559 shares; 2025Q2: 6,925 shares; 2025Q3: 7,486 shares; 2025Q4: 9,236 shares 9,236 $1.45M 0.05% +1,750 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,563 shares; 2025Q1: 8,422 shares; 2025Q2: 8,325 shares; 2025Q3: 8,822 shares; 2025Q4: 9,364 shares 9,364 $1.44M 0.05% +542 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: 92,780 shares; 2024Q4: 82,511 shares; 2025Q1: 22,732 shares; 2025Q2: not reported; 2025Q3: 30,321 shares; 2025Q4: 30,571 shares 30,571 $1.44M 0.05% +250 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,705 shares; 2025Q2: 17,404 shares; 2025Q3: 21,548 shares; 2025Q4: 24,477 shares 24,477 $1.44M 0.05% +2,929 Timeline SPYD 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: 15,848 shares; 2024Q4: 14,851 shares; 2025Q1: 20,360 shares; 2025Q2: 30,582 shares; 2025Q3: 30,701 shares; 2025Q4: 33,173 shares 33,173 $1.43M 0.05% +2,472 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,628 shares; 2025Q1: 8,652 shares; 2025Q2: 9,061 shares; 2025Q3: 8,834 shares; 2025Q4: 8,910 shares 8,910 $1.43M 0.05% +76 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: 15,211 shares; 2024Q4: 12,901 shares; 2025Q1: 10,181 shares; 2025Q2: 6,909 shares; 2025Q3: 5,703 shares; 2025Q4: 5,537 shares 5,537 $1.42M 0.05% -166 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,351 shares; 2024Q4: 114,345 shares; 2025Q1: 94,155 shares; 2025Q2: 94,229 shares; 2025Q3: 70,182 shares; 2025Q4: 86,102 shares 86,102 $1.42M 0.05% +15,920 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,132 shares; 2025Q1: 34,405 shares; 2025Q2: 22,874 shares; 2025Q3: 24,295 shares; 2025Q4: 26,329 shares 26,329 $1.42M 0.05% +2,034 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: 4,479 shares; 2024Q4: 5,048 shares; 2025Q1: 5,420 shares; 2025Q2: 5,774 shares; 2025Q3: 5,931 shares; 2025Q4: 5,467 shares 5,467 $1.41M 0.05% -464 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 4,165 shares; 2025Q1: 4,147 shares; 2025Q2: 4,200 shares; 2025Q3: 4,706 shares; 2025Q4: 4,140 shares 4,140 $1.39M 0.05% -566 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,652 shares; 2024Q4: 16,362 shares; 2025Q1: 18,383 shares; 2025Q2: 18,932 shares; 2025Q3: 17,759 shares; 2025Q4: 27,880 shares 27,880 $1.39M 0.05% +10,121 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: 35,928 shares; 2024Q4: 23,403 shares; 2025Q1: 23,424 shares; 2025Q2: 23,208 shares; 2025Q3: 22,328 shares; 2025Q4: 18,451 shares 18,451 $1.38M 0.05% -3,877 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,556 shares; 2024Q4: 12,825 shares; 2025Q1: 11,382 shares; 2025Q2: 25,488 shares; 2025Q3: 19,755 shares; 2025Q4: 17,425 shares 17,425 $1.38M 0.05% -2,330 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269,900 shares 269,900 $1.38M 0.05% new Timeline JSMD 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: 12,709 shares; 2024Q4: 9,329 shares; 2025Q1: 6,577 shares; 2025Q2: 17,850 shares; 2025Q3: 17,930 shares; 2025Q4: 16,909 shares 16,909 $1.38M 0.05% -1,021 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: 7,344 shares; 2024Q4: 8,894 shares; 2025Q1: 6,415 shares; 2025Q2: 6,426 shares; 2025Q3: 6,632 shares; 2025Q4: 6,538 shares 6,538 $1.36M 0.05% -94 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,239 shares; 2024Q4: 23,520 shares; 2025Q1: 25,241 shares; 2025Q2: 26,330 shares; 2025Q3: 26,074 shares; 2025Q4: 32,943 shares 32,943 $1.36M 0.05% +6,869 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,709 shares; 2025Q1: 4,456 shares; 2025Q2: 6,373 shares; 2025Q3: 6,629 shares; 2025Q4: 6,514 shares 6,514 $1.36M 0.05% -115 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,530 shares; 2025Q1: 48,772 shares; 2025Q2: 25,683 shares; 2025Q3: 23,259 shares; 2025Q4: 23,452 shares 23,452 $1.35M 0.05% +193 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 9,574 shares; 2025Q1: 12,124 shares; 2025Q2: 19,575 shares; 2025Q3: 21,246 shares; 2025Q4: 23,393 shares 23,393 $1.33M 0.05% +2,147 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,971 shares; 2025Q1: 26,125 shares; 2025Q2: 19,065 shares; 2025Q3: 21,209 shares; 2025Q4: 17,859 shares 17,859 $1.33M 0.05% -3,350 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,509 shares; 2025Q1: 12,647 shares; 2025Q2: 14,597 shares; 2025Q3: 15,534 shares; 2025Q4: 15,260 shares 15,260 $1.31M 0.05% -274 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,366 shares; 2024Q4: 39,789 shares; 2025Q1: 28,007 shares; 2025Q2: 25,791 shares; 2025Q3: 25,192 shares; 2025Q4: 25,463 shares 25,463 $1.3M 0.05% +271 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: 21,439 shares; 2024Q4: 21,840 shares; 2025Q1: 22,924 shares; 2025Q2: 24,158 shares; 2025Q3: 25,540 shares; 2025Q4: 24,992 shares 24,992 $1.29M 0.05% -548 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,999 shares; 2025Q1: 6,864 shares; 2025Q2: 8,643 shares; 2025Q3: 8,776 shares; 2025Q4: 7,648 shares 7,648 $1.28M 0.05% -1,128 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 4,559 shares; 2025Q4: 4,855 shares 4,855 $1.27M 0.05% +296 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,467 shares; 2024Q4: 58,684 shares; 2025Q1: 56,569 shares; 2025Q2: 46,443 shares; 2025Q3: 42,598 shares; 2025Q4: 37,058 shares 37,058 $1.27M 0.05% -5,540 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,683 shares; 2024Q4: 9,019 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,985 shares; 2025Q4: 9,003 shares 9,003 $1.27M 0.05% +18 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 32,257 shares; 2025Q3: 29,251 shares; 2025Q4: 25,681 shares 25,681 $1.26M 0.05% -3,570 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,776 shares; 2024Q4: 4,510 shares; 2025Q1: 3,305 shares; 2025Q2: 3,666 shares; 2025Q3: 4,341 shares; 2025Q4: 10,570 shares 10,570 $1.26M 0.05% +6,229 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: 19,419 shares; 2024Q4: 20,010 shares; 2025Q1: 18,937 shares; 2025Q2: 23,461 shares; 2025Q3: 22,162 shares; 2025Q4: 23,224 shares 23,224 $1.25M 0.05% +1,062 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,364 shares; 2025Q4: 3,366 shares 3,366 $1.24M 0.05% +2 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,850 shares; 2025Q1: 9,292 shares; 2025Q2: 8,114 shares; 2025Q3: 7,700 shares; 2025Q4: 7,158 shares 7,158 $1.23M 0.05% -542 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: 13,118 shares; 2024Q4: 7,987 shares; 2025Q1: 4,090 shares; 2025Q2: 3,720 shares; 2025Q3: 12,765 shares; 2025Q4: 19,203 shares 19,203 $1.22M 0.05% +6,438 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 6,091 shares; 2025Q1: 6,489 shares; 2025Q2: 3,054 shares; 2025Q3: 2,633 shares; 2025Q4: 3,384 shares 3,384 $1.22M 0.05% +751 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 14,730 shares; 2025Q1: 15,274 shares; 2025Q2: 14,260 shares; 2025Q3: 14,939 shares; 2025Q4: 19,544 shares 19,544 $1.22M 0.05% +4,605 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 10,559 shares; 2025Q1: 14,149 shares; 2025Q2: 13,981 shares; 2025Q3: 12,585 shares; 2025Q4: 9,426 shares 9,426 $1.22M 0.05% -3,159 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 6,977 shares; 2025Q1: 7,062 shares; 2025Q2: 7,057 shares; 2025Q3: 7,533 shares; 2025Q4: 8,799 shares 8,799 $1.21M 0.05% +1,266 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,691 shares; 2024Q4: 13,462 shares; 2025Q1: 14,518 shares; 2025Q2: 15,486 shares; 2025Q3: 15,531 shares; 2025Q4: 15,893 shares 15,893 $1.2M 0.05% +362 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: 3,904 shares; 2024Q4: 3,615 shares; 2025Q1: 8,276 shares; 2025Q2: 8,319 shares; 2025Q3: 9,620 shares; 2025Q4: 9,786 shares 9,786 $1.2M 0.05% +166 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 2,177 shares; 2025Q1: 2,646 shares; 2025Q2: 6,135 shares; 2025Q3: 7,533 shares; 2025Q4: 7,711 shares 7,711 $1.18M 0.04% +178 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 6,247 shares; 2025Q1: 5,137 shares; 2025Q2: 6,062 shares; 2025Q3: 10,694 shares; 2025Q4: 11,830 shares 11,830 $1.18M 0.04% +1,136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,031 shares 18,031 $1.18M 0.04% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,067 shares; 2025Q2: 41,351 shares; 2025Q3: 42,777 shares; 2025Q4: 43,199 shares 43,199 $1.18M 0.04% +422 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 4,802 shares; 2025Q4: 5,702 shares 5,702 $1.17M 0.04% +900 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: 2,799 shares; 2024Q4: 2,603 shares; 2025Q1: 3,263 shares; 2025Q2: 2,678 shares; 2025Q3: 2,957 shares; 2025Q4: 3,303 shares 3,303 $1.17M 0.04% +346 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 13,730 shares; 2025Q1: 11,617 shares; 2025Q2: 11,876 shares; 2025Q3: 11,812 shares; 2025Q4: 12,421 shares 12,421 $1.17M 0.04% +609 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,598 shares; 2024Q4: 33,321 shares; 2025Q1: 16,879 shares; 2025Q2: 13,785 shares; 2025Q3: 16,231 shares; 2025Q4: 44,208 shares 44,208 $1.16M 0.04% +27,977 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: 7,593 shares; 2024Q4: 6,853 shares; 2025Q1: 6,131 shares; 2025Q2: 5,788 shares; 2025Q3: 6,361 shares; 2025Q4: 5,922 shares 5,922 $1.16M 0.04% -439 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,905 shares; 2024Q4: 21,574 shares; 2025Q1: 56,080 shares; 2025Q2: 69,447 shares; 2025Q3: 33,617 shares; 2025Q4: 30,484 shares 30,484 $1.15M 0.04% -3,133 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,230 shares; 2024Q4: 37,405 shares; 2025Q1: 45,521 shares; 2025Q2: 11,535 shares; 2025Q3: 17,485 shares; 2025Q4: 23,048 shares 23,048 $1.15M 0.04% +5,563 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,689 shares; 2025Q1: 5,001 shares; 2025Q2: 12,729 shares; 2025Q3: 15,687 shares; 2025Q4: 5,035 shares 5,035 $1.15M 0.04% -10,652 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,260 shares; 2024Q4: 13,856 shares; 2025Q1: 15,258 shares; 2025Q2: 14,091 shares; 2025Q3: 15,998 shares; 2025Q4: 20,771 shares 20,771 $1.14M 0.04% +4,773 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,465 shares; 2025Q3: 21,407 shares; 2025Q4: 36,860 shares 36,860 $1.13M 0.04% +15,453 Timeline FXR 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: 51,543 shares; 2024Q4: 44,670 shares; 2025Q1: 42,622 shares; 2025Q2: 28,270 shares; 2025Q3: 27,331 shares; 2025Q4: 14,174 shares 14,174 $1.13M 0.04% -13,157 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,924 shares; 2025Q1: 9,563 shares; 2025Q2: 10,647 shares; 2025Q3: 22,705 shares; 2025Q4: 23,930 shares 23,930 $1.13M 0.04% +1,225 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: 3,747 shares; 2024Q4: 3,361 shares; 2025Q1: 3,466 shares; 2025Q2: 3,358 shares; 2025Q3: 3,176 shares; 2025Q4: 1,924 shares 1,924 $1.09M 0.04% -1,252 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,047 shares; 2024Q4: 28,503 shares; 2025Q1: 23,052 shares; 2025Q2: 21,601 shares; 2025Q3: 19,706 shares; 2025Q4: 19,187 shares 19,187 $1.09M 0.04% -519 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,662 shares; 2024Q4: 20,483 shares; 2025Q1: 15,918 shares; 2025Q2: 15,633 shares; 2025Q3: 11,631 shares; 2025Q4: 12,260 shares 12,260 $1.05M 0.04% +629 Timeline RPG 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: 16,490 shares; 2024Q4: 16,490 shares; 2025Q1: 29,021 shares; 2025Q2: 54,647 shares; 2025Q3: 54,231 shares; 2025Q4: 22,376 shares 22,376 $1.04M 0.04% -31,855 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,556 shares; 2024Q4: 14,257 shares; 2025Q1: 11,229 shares; 2025Q2: 12,370 shares; 2025Q3: 14,294 shares; 2025Q4: 13,497 shares 13,497 $1.04M 0.04% -797 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,005 shares; 2024Q4: 27,177 shares; 2025Q1: 17,413 shares; 2025Q2: 15,867 shares; 2025Q3: 14,518 shares; 2025Q4: 14,112 shares 14,112 $1.03M 0.04% -406 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,349 shares; 2024Q4: 26,168 shares; 2025Q1: 21,458 shares; 2025Q2: 21,729 shares; 2025Q3: 22,141 shares; 2025Q4: 23,291 shares 23,291 $1.02M 0.04% +1,150 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,386 shares; 2025Q3: 3,332 shares; 2025Q4: 1,506 shares 1,506 $1.01M 0.04% -1,826 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 8,412 shares; 2025Q1: 12,671 shares; 2025Q2: 15,766 shares; 2025Q3: 15,911 shares; 2025Q4: 19,136 shares 19,136 $1.01M 0.04% +3,225 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: 30,775 shares; 2024Q4: 27,405 shares; 2025Q1: 15,506 shares; 2025Q2: 12,031 shares; 2025Q3: 11,461 shares; 2025Q4: 11,284 shares 11,284 $1.01M 0.04% -177 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,817 shares; 2025Q1: 7,624 shares; 2025Q2: 8,201 shares; 2025Q3: 7,429 shares; 2025Q4: 6,629 shares 6,629 $1.01M 0.04% -800 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: 796 shares; 2024Q4: 1,843 shares; 2025Q1: 2,005 shares; 2025Q2: 1,909 shares; 2025Q3: 1,878 shares; 2025Q4: 2,161 shares 2,161 $1.01M 0.04% +283 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,668 shares 19,668 $998K 0.04% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 8,975 shares; 2025Q1: 8,366 shares; 2025Q2: 8,107 shares; 2025Q3: 8,178 shares; 2025Q4: 5,722 shares 5,722 $993K 0.04% -2,456 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: 2,882 shares; 2024Q4: 3,510 shares; 2025Q1: 6,732 shares; 2025Q2: 6,968 shares; 2025Q3: 7,451 shares; 2025Q4: 4,314 shares 4,314 $988K 0.04% -3,137 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,967 shares; 2025Q1: 5,071 shares; 2025Q2: 6,868 shares; 2025Q3: 7,710 shares; 2025Q4: 7,256 shares 7,256 $987K 0.04% -454 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: 9,308 shares; 2024Q4: 7,371 shares; 2025Q1: 5,479 shares; 2025Q2: 4,381 shares; 2025Q3: 5,737 shares; 2025Q4: 6,723 shares 6,723 $986K 0.04% +986 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: 34,095 shares; 2024Q4: 37,760 shares; 2025Q1: 53,882 shares; 2025Q2: 39,060 shares; 2025Q3: 24,494 shares; 2025Q4: 17,071 shares 17,071 $977K 0.04% -7,423 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: 100,699 shares; 2024Q4: 90,681 shares; 2025Q1: 94,341 shares; 2025Q2: 86,129 shares; 2025Q3: 71,780 shares; 2025Q4: 32,684 shares 32,684 $977K 0.04% -39,096 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,304 shares; 2024Q4: 17,336 shares; 2025Q1: 25,858 shares; 2025Q2: 33,542 shares; 2025Q3: 37,731 shares; 2025Q4: 42,289 shares 42,289 $974K 0.04% +4,558 Timeline HYLS 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: 16,800 shares; 2024Q4: 7,076 shares; 2025Q1: 9,245 shares; 2025Q2: 8,712 shares; 2025Q3: 7,531 shares; 2025Q4: 22,937 shares 22,937 $960K 0.04% +15,406 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 16,819 shares; 2025Q1: 17,063 shares; 2025Q2: 27,142 shares; 2025Q3: 25,165 shares; 2025Q4: 23,922 shares 23,922 $960K 0.04% -1,243 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,534 shares; 2025Q2: 45,850 shares; 2025Q3: 42,970 shares; 2025Q4: 36,132 shares 36,132 $957K 0.04% -6,838 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: 19,524 shares; 2024Q4: 34,020 shares; 2025Q1: 18,366 shares; 2025Q2: 14,470 shares; 2025Q3: 12,438 shares; 2025Q4: 5,966 shares 5,966 $955K 0.04% -6,472 Timeline DXJ 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: 2,439 shares; 2024Q4: 2,395 shares; 2025Q1: 2,095 shares; 2025Q2: 2,097 shares; 2025Q3: 4,114 shares; 2025Q4: 6,543 shares 6,543 $943K 0.04% +2,429 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: 2,836 shares; 2024Q4: 2,813 shares; 2025Q1: 2,710 shares; 2025Q2: 2,643 shares; 2025Q3: 2,639 shares; 2025Q4: 2,501 shares 2,501 $934K 0.04% -138 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,933 shares; 2025Q2: 7,538 shares; 2025Q3: 7,763 shares; 2025Q4: 9,326 shares 9,326 $917K 0.03% +1,563 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: 6,230 shares; 2024Q4: 6,012 shares; 2025Q1: 6,051 shares; 2025Q2: 6,090 shares; 2025Q3: 5,966 shares; 2025Q4: 5,941 shares 5,941 $916K 0.03% -25 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,574 shares; 2024Q4: 6,455 shares; 2025Q1: 6,858 shares; 2025Q2: 9,246 shares; 2025Q3: 9,413 shares; 2025Q4: 8,902 shares 8,902 $913K 0.03% -511 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,100 shares 21,100 $913K 0.03% new Timeline VBR 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: 4,301 shares; 2024Q4: 4,478 shares; 2025Q1: 4,671 shares; 2025Q2: 4,528 shares; 2025Q3: 4,480 shares; 2025Q4: 4,290 shares 4,290 $909K 0.03% -190 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,881 shares; 2024Q4: 14,358 shares; 2025Q1: 14,396 shares; 2025Q2: 13,220 shares; 2025Q3: 11,609 shares; 2025Q4: 11,268 shares 11,268 $909K 0.03% -341 Timeline TDIV 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: 26,046 shares; 2024Q4: 23,072 shares; 2025Q1: 10,008 shares; 2025Q2: 9,911 shares; 2025Q3: 9,343 shares; 2025Q4: 9,306 shares 9,306 $901K 0.03% -37 Timeline FDRR 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: 15,788 shares; 2024Q4: 16,502 shares; 2025Q1: 14,660 shares; 2025Q2: 14,660 shares; 2025Q3: 14,601 shares; 2025Q4: 14,601 shares 14,601 $891K 0.03% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,280 shares; 2025Q1: 5,177 shares; 2025Q2: 4,510 shares; 2025Q3: 4,631 shares; 2025Q4: 4,963 shares 4,963 $880K 0.03% +332 Timeline PRF 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: 36,538 shares; 2024Q4: 36,223 shares; 2025Q1: 36,232 shares; 2025Q2: 21,161 shares; 2025Q3: 18,682 shares; 2025Q4: 18,683 shares 18,683 $877K 0.03% +1 Timeline VRP 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: 45,823 shares; 2024Q4: 47,292 shares; 2025Q1: 38,904 shares; 2025Q2: 40,568 shares; 2025Q3: 39,021 shares; 2025Q4: 36,024 shares 36,024 $876K 0.03% -2,997 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,805 shares; 2025Q1: 14,480 shares; 2025Q2: 13,891 shares; 2025Q3: 13,508 shares; 2025Q4: 13,724 shares 13,724 $871K 0.03% +216 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,577 shares; 2024Q4: 63,500 shares; 2025Q1: 56,409 shares; 2025Q2: 56,500 shares; 2025Q3: 56,586 shares; 2025Q4: 56,674 shares 56,674 $869K 0.03% +88 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 8,074 shares; 2025Q1: 9,025 shares; 2025Q2: 9,599 shares; 2025Q3: 8,536 shares; 2025Q4: 4,341 shares 4,341 $867K 0.03% -4,195 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,813 shares 13,813 $863K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 2,009 shares; 2025Q1: 2,099 shares; 2025Q2: 2,372 shares; 2025Q3: 2,410 shares; 2025Q4: 2,452 shares 2,452 $862K 0.03% +42 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,334 shares; 2024Q4: 35,892 shares; 2025Q1: 37,838 shares; 2025Q2: 11,981 shares; 2025Q3: 12,418 shares; 2025Q4: 17,989 shares 17,989 $860K 0.03% +5,571 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: 1,590 shares; 2024Q4: 2,040 shares; 2025Q1: 2,684 shares; 2025Q2: 2,951 shares; 2025Q3: 2,765 shares; 2025Q4: 1,644 shares 1,644 $860K 0.03% -1,121 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 11,074 shares; 2025Q1: 10,808 shares; 2025Q2: 10,565 shares; 2025Q3: 10,534 shares; 2025Q4: 8,918 shares 8,918 $858K 0.03% -1,616 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,686 shares; 2024Q4: 12,686 shares; 2025Q1: 12,646 shares; 2025Q2: 12,746 shares; 2025Q3: 13,169 shares; 2025Q4: 13,169 shares 13,169 $856K 0.03% 0 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: 3,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,570 shares; 2025Q3: 6,070 shares; 2025Q4: 11,095 shares 11,095 $855K 0.03% +5,025 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,155 shares; 2025Q1: 4,938 shares; 2025Q2: 4,953 shares; 2025Q3: 5,318 shares; 2025Q4: 5,455 shares 5,455 $844K 0.03% +137 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,651 shares; 2025Q1: 15,519 shares; 2025Q2: 21,290 shares; 2025Q3: 24,467 shares; 2025Q4: 29,476 shares 29,476 $843K 0.03% +5,009 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: 14,150 shares; 2024Q4: 14,807 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,325 shares 10,325 $840K 0.03% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,502 shares; 2025Q1: 1,937 shares; 2025Q2: 1,962 shares; 2025Q3: 1,784 shares; 2025Q4: 2,584 shares 2,584 $835K 0.03% +800 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,005 shares; 2025Q1: 1,621 shares; 2025Q2: 1,553 shares; 2025Q3: 1,622 shares; 2025Q4: 1,701 shares 1,701 $834K 0.03% +79 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,681 shares; 2025Q2: 13,332 shares; 2025Q3: 13,631 shares; 2025Q4: 15,667 shares 15,667 $833K 0.03% +2,036 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: 718 shares; 2024Q4: 511 shares; 2025Q1: 187 shares; 2025Q2: 175 shares; 2025Q3: 169 shares; 2025Q4: 155 shares 155 $831K 0.03% -14 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: 5,684 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 5,741 shares; 2025Q3: 6,443 shares; 2025Q4: 7,470 shares 7,470 $823K 0.03% +1,027 Timeline VUSB 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: 17,577 shares; 2024Q4: 17,082 shares; 2025Q1: 16,847 shares; 2025Q2: 16,881 shares; 2025Q3: 16,914 shares; 2025Q4: 16,481 shares 16,481 $821K 0.03% -433 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: 3,115 shares; 2024Q4: 3,074 shares; 2025Q1: 3,161 shares; 2025Q2: 3,323 shares; 2025Q3: 3,367 shares; 2025Q4: 2,796 shares 2,796 $821K 0.03% -571 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,418 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,852 shares 17,852 $811K 0.03% new 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: 16,215 shares; 2024Q4: 14,002 shares; 2025Q1: 12,492 shares; 2025Q2: 13,238 shares; 2025Q3: 11,351 shares; 2025Q4: 9,551 shares 9,551 $804K 0.03% -1,800 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,014 shares; 2025Q2: 22,246 shares; 2025Q3: 22,531 shares; 2025Q4: 25,240 shares 25,240 $800K 0.03% +2,709 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,070 shares; 2024Q4: 21,267 shares; 2025Q1: 19,860 shares; 2025Q2: 19,260 shares; 2025Q3: 18,640 shares; 2025Q4: 17,090 shares 17,090 $782K 0.03% -1,550 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,486 shares; 2024Q4: 47,998 shares; 2025Q1: 46,763 shares; 2025Q2: 25,770 shares; 2025Q3: 18,720 shares; 2025Q4: 16,947 shares 16,947 $781K 0.03% -1,773 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: 3,062 shares; 2024Q4: 2,866 shares; 2025Q1: 2,878 shares; 2025Q2: 2,856 shares; 2025Q3: 2,550 shares; 2025Q4: 2,583 shares 2,583 $778K 0.03% +33 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,062 shares; 2024Q4: 22,191 shares; 2025Q1: 43,024 shares; 2025Q2: 31,266 shares; 2025Q3: 28,616 shares; 2025Q4: 31,153 shares 31,153 $775K 0.03% +2,537 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,047 shares; 2025Q1: 4,403 shares; 2025Q2: 4,738 shares; 2025Q3: 2,640 shares; 2025Q4: 2,606 shares 2,606 $770K 0.03% -34 Timeline SPHD 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: 15,782 shares; 2024Q4: 15,532 shares; 2025Q1: 15,201 shares; 2025Q2: 15,002 shares; 2025Q3: 15,079 shares; 2025Q4: 15,999 shares 15,999 $768K 0.03% +920 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 5,029 shares; 2025Q1: 10,090 shares; 2025Q2: 10,957 shares; 2025Q3: 10,859 shares; 2025Q4: 12,805 shares 12,805 $767K 0.03% +1,946 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 9,656 shares; 2025Q1: 10,145 shares; 2025Q2: 10,844 shares; 2025Q3: 6,797 shares; 2025Q4: 6,021 shares 6,021 $758K 0.03% -776 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 8,199 shares; 2025Q1: 8,106 shares; 2025Q2: 8,285 shares; 2025Q3: 7,828 shares; 2025Q4: 7,908 shares 7,908 $753K 0.03% +80 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,256 shares; 2025Q1: 5,187 shares; 2025Q2: 5,187 shares; 2025Q3: 5,469 shares; 2025Q4: 5,299 shares 5,299 $748K 0.03% -170 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 15,429 shares; 2025Q1: 12,465 shares; 2025Q2: 11,072 shares; 2025Q3: 12,781 shares; 2025Q4: 12,627 shares 12,627 $737K 0.03% -154 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,023 shares; 2025Q3: 40,656 shares; 2025Q4: 34,208 shares 34,208 $734K 0.03% -6,448 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,638 shares 34,638 $720K 0.03% new 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: 11,421 shares; 2024Q4: 11,653 shares; 2025Q1: 11,335 shares; 2025Q2: 11,584 shares; 2025Q3: 12,112 shares; 2025Q4: 12,364 shares 12,364 $713K 0.03% +252 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: 1,210 shares; 2024Q4: 2,190 shares; 2025Q1: 2,227 shares; 2025Q2: 2,114 shares; 2025Q3: 2,148 shares; 2025Q4: 2,263 shares 2,263 $712K 0.03% +115 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,991 shares; 2024Q4: 39,265 shares; 2025Q1: 35,408 shares; 2025Q2: 33,808 shares; 2025Q3: 27,968 shares; 2025Q4: 15,676 shares 15,676 $707K 0.03% -12,292 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,626 shares; 2025Q3: 10,104 shares; 2025Q4: 9,914 shares 9,914 $704K 0.03% -190 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,063 shares 10,063 $694K 0.03% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 8,509 shares; 2025Q1: 12,894 shares; 2025Q2: 11,156 shares; 2025Q3: 12,431 shares; 2025Q4: 17,221 shares 17,221 $693K 0.03% +4,790 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: 7,189 shares; 2024Q4: 5,627 shares; 2025Q1: 4,058 shares; 2025Q2: 3,514 shares; 2025Q3: 3,579 shares; 2025Q4: 1,978 shares 1,978 $692K 0.03% -1,601 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,413 shares 27,413 $686K 0.03% new Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,883 shares; 2025Q2: 21,541 shares; 2025Q3: 21,420 shares; 2025Q4: 22,606 shares 22,606 $684K 0.03% +1,186 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 26,849 shares; 2025Q1: 23,122 shares; 2025Q2: 23,201 shares; 2025Q3: 21,285 shares; 2025Q4: 22,364 shares 22,364 $683K 0.03% +1,079 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,575 shares 24,575 $682K 0.03% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,722 shares; 2025Q1: 3,646 shares; 2025Q2: 3,700 shares; 2025Q3: 3,761 shares; 2025Q4: 3,755 shares 3,755 $681K 0.03% -6 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: 5,068 shares; 2024Q4: 4,887 shares; 2025Q1: 5,014 shares; 2025Q2: 5,152 shares; 2025Q3: 5,293 shares; 2025Q4: 5,120 shares 5,120 $680K 0.03% -173 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 3,537 shares; 2025Q1: 3,565 shares; 2025Q2: 3,281 shares; 2025Q3: 3,759 shares; 2025Q4: 3,005 shares 3,005 $680K 0.03% -754 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 3,157 shares; 2025Q1: 3,108 shares; 2025Q2: 3,329 shares; 2025Q3: 5,945 shares; 2025Q4: 3,657 shares 3,657 $675K 0.03% -2,288 Timeline VNQ 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: 9,718 shares; 2024Q4: 9,323 shares; 2025Q1: 8,804 shares; 2025Q2: 8,569 shares; 2025Q3: 8,687 shares; 2025Q4: 7,617 shares 7,617 $674K 0.03% -1,070 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares 1,661 $668K 0.03% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 859 shares; 2025Q1: 1,502 shares; 2025Q2: 1,487 shares; 2025Q3: 1,489 shares; 2025Q4: 1,425 shares 1,425 $665K 0.03% -64 Timeline KCE 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: 8,104 shares; 2024Q4: 6,008 shares; 2025Q1: 5,957 shares; 2025Q2: 5,897 shares; 2025Q3: 5,772 shares; 2025Q4: 4,426 shares 4,426 $664K 0.03% -1,346 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: 9,768 shares; 2024Q4: 9,995 shares; 2025Q1: 1,924 shares; 2025Q2: 1,942 shares; 2025Q3: 2,076 shares; 2025Q4: 2,077 shares 2,077 $662K 0.02% +1 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,038 shares; 2025Q4: 36,493 shares 36,493 $662K 0.02% +1,455 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,114 shares; 2024Q4: 9,290 shares; 2025Q1: 7,769 shares; 2025Q2: not reported; 2025Q3: 7,473 shares; 2025Q4: 7,862 shares 7,862 $656K 0.02% +389 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,669 shares 19,669 $655K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 813 shares; 2025Q1: 790 shares; 2025Q2: 804 shares; 2025Q3: 1,148 shares; 2025Q4: 1,127 shares 1,127 $643K 0.02% -21 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,877 shares; 2024Q4: 46,277 shares; 2025Q1: 7,476 shares; 2025Q2: 7,541 shares; 2025Q3: 6,561 shares; 2025Q4: 6,615 shares 6,615 $643K 0.02% +54 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,699 shares; 2025Q1: 1,770 shares; 2025Q2: 1,824 shares; 2025Q3: 1,732 shares; 2025Q4: 1,116 shares 1,116 $634K 0.02% -616 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,769 shares; 2025Q3: 66,928 shares; 2025Q4: 10,017 shares 10,017 $630K 0.02% -56,911 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: 11,500 shares; 2025Q2: 11,710 shares; 2025Q3: 13,118 shares; 2025Q4: 13,953 shares 13,953 $626K 0.02% +835 Timeline DES 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: 47,808 shares; 2024Q4: 40,817 shares; 2025Q1: 32,726 shares; 2025Q2: 34,586 shares; 2025Q3: 20,578 shares; 2025Q4: 18,227 shares 18,227 $610K 0.02% -2,351 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,436 shares; 2024Q4: 19,699 shares; 2025Q1: 33,363 shares; 2025Q2: 18,425 shares; 2025Q3: 18,458 shares; 2025Q4: 18,904 shares 18,904 $606K 0.02% +446 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,599 shares; 2025Q4: 5,840 shares 5,840 $605K 0.02% +241 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 5,871 shares; 2025Q1: 5,352 shares; 2025Q2: 4,537 shares; 2025Q3: 5,303 shares; 2025Q4: 6,011 shares 6,011 $603K 0.02% +708 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 12,878 shares; 2025Q1: 1,986 shares; 2025Q2: 1,911 shares; 2025Q3: 2,028 shares; 2025Q4: 1,923 shares 1,923 $600K 0.02% -105 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,751 shares; 2025Q3: 12,954 shares; 2025Q4: 15,561 shares 15,561 $600K 0.02% +2,607 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,344 shares; 2025Q1: 1,310 shares; 2025Q2: 1,219 shares; 2025Q3: 1,242 shares; 2025Q4: 1,173 shares 1,173 $599K 0.02% -69 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,308 shares; 2024Q4: 34,828 shares; 2025Q1: 28,603 shares; 2025Q2: 27,320 shares; 2025Q3: 24,401 shares; 2025Q4: 15,394 shares 15,394 $598K 0.02% -9,007 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: 11,380 shares; 2024Q4: 10,745 shares; 2025Q1: 10,189 shares; 2025Q2: 10,348 shares; 2025Q3: 10,158 shares; 2025Q4: 11,097 shares 11,097 $597K 0.02% +939 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,203 shares; 2025Q1: 7,678 shares; 2025Q2: 5,583 shares; 2025Q3: 5,358 shares; 2025Q4: 4,306 shares 4,306 $596K 0.02% -1,052 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,549 shares; 2024Q4: 178,839 shares; 2025Q1: 193,504 shares; 2025Q2: 188,384 shares; 2025Q3: 231,379 shares; 2025Q4: 159,679 shares 159,679 $594K 0.02% -71,700 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 16,834 shares; 2025Q1: 17,203 shares; 2025Q2: 18,616 shares; 2025Q3: 19,994 shares; 2025Q4: 21,388 shares 21,388 $588K 0.02% +1,394 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 5,090 shares; 2025Q1: 4,813 shares; 2025Q2: 4,213 shares; 2025Q3: 4,569 shares; 2025Q4: 4,604 shares 4,604 $588K 0.02% +35 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,681 shares; 2025Q4: 9,373 shares 9,373 $586K 0.02% -308 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,311 shares; 2025Q1: 2,132 shares; 2025Q2: 2,165 shares; 2025Q3: 2,108 shares; 2025Q4: 2,095 shares 2,095 $585K 0.02% -13 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,837 shares 5,837 $577K 0.02% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 4,203 shares; 2025Q1: 5,443 shares; 2025Q2: 5,437 shares; 2025Q3: 6,652 shares; 2025Q4: 5,904 shares 5,904 $575K 0.02% -748 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 4,778 shares; 2025Q1: 4,511 shares; 2025Q2: 4,568 shares; 2025Q3: 2,425 shares; 2025Q4: 2,324 shares 2,324 $574K 0.02% -101 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,793 shares; 2024Q4: 8,793 shares; 2025Q1: 8,793 shares; 2025Q2: 8,793 shares; 2025Q3: 9,278 shares; 2025Q4: 8,793 shares 8,793 $572K 0.02% -485 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 5,519 shares; 2025Q2: 6,066 shares; 2025Q3: 6,137 shares; 2025Q4: 6,201 shares 6,201 $567K 0.02% +64 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,439 shares; 2025Q1: 11,708 shares; 2025Q2: 11,454 shares; 2025Q3: 11,475 shares; 2025Q4: 11,446 shares 11,446 $566K 0.02% -29 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,900 shares 25,900 $564K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,530 shares; 2025Q1: 4,638 shares; 2025Q2: 4,626 shares; 2025Q3: 4,940 shares; 2025Q4: 4,984 shares 4,984 $563K 0.02% +44 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 3,736 shares; 2025Q1: 4,656 shares; 2025Q2: 5,851 shares; 2025Q3: 5,893 shares; 2025Q4: 6,014 shares 6,014 $558K 0.02% +121 Timeline FICS 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: 10,927 shares; 2024Q4: 10,542 shares; 2025Q1: 6,887 shares; 2025Q2: 8,782 shares; 2025Q3: 11,683 shares; 2025Q4: 13,742 shares 13,742 $551K 0.02% +2,059 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,587 shares; 2025Q2: 4,492 shares; 2025Q3: 4,829 shares; 2025Q4: 5,340 shares 5,340 $551K 0.02% +511 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,589 shares; 2024Q4: 10,254 shares; 2025Q1: 10,247 shares; 2025Q2: 4,611 shares; 2025Q3: 4,587 shares; 2025Q4: 4,638 shares 4,638 $550K 0.02% +51 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,687 shares; 2025Q4: 1,769 shares 1,769 $542K 0.02% +82 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,457 shares; 2025Q1: 5,580 shares; 2025Q2: 5,230 shares; 2025Q3: 5,262 shares; 2025Q4: 4,667 shares 4,667 $538K 0.02% -595 Timeline EQAL 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: 11,529 shares; 2024Q4: 11,531 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 10,500 shares; 2025Q4: 10,200 shares 10,200 $537K 0.02% -300 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,060 shares; 2025Q1: 4,514 shares; 2025Q2: 4,641 shares; 2025Q3: 4,651 shares; 2025Q4: 4,157 shares 4,157 $536K 0.02% -494 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,005 shares; 2024Q4: 76,080 shares; 2025Q1: 77,880 shares; 2025Q2: 78,780 shares; 2025Q3: 73,880 shares; 2025Q4: 68,455 shares 68,455 $536K 0.02% -5,425 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: not reported; 2024Q4: not reported; 2025Q1: 8,170 shares; 2025Q2: 9,128 shares; 2025Q3: 9,669 shares; 2025Q4: 10,191 shares 10,191 $534K 0.02% +522 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,933 shares; 2025Q2: 5,075 shares; 2025Q3: 4,425 shares; 2025Q4: 4,092 shares 4,092 $532K 0.02% -333 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,971 shares; 2025Q2: 5,130 shares; 2025Q3: 4,256 shares; 2025Q4: 4,256 shares 4,256 $531K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,859 shares; 2025Q1: 2,688 shares; 2025Q2: 2,817 shares; 2025Q3: 2,815 shares; 2025Q4: 3,246 shares 3,246 $530K 0.02% +431 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 15,124 shares; 2025Q1: 14,935 shares; 2025Q2: 15,330 shares; 2025Q3: 14,833 shares; 2025Q4: 14,840 shares 14,840 $520K 0.02% +7 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,108 shares; 2024Q4: 29,470 shares; 2025Q1: 5,778 shares; 2025Q2: 5,964 shares; 2025Q3: 5,680 shares; 2025Q4: 6,508 shares 6,508 $520K 0.02% +828 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,429 shares; 2025Q2: 4,464 shares; 2025Q3: 9,087 shares; 2025Q4: 10,156 shares 10,156 $517K 0.02% +1,069 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,152 shares; 2024Q4: 9,217 shares; 2025Q1: 9,385 shares; 2025Q2: 9,345 shares; 2025Q3: 9,345 shares; 2025Q4: 9,290 shares 9,290 $516K 0.02% -55 Timeline BSV 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: 8,613 shares; 2024Q4: 8,118 shares; 2025Q1: 8,144 shares; 2025Q2: 8,117 shares; 2025Q3: 7,025 shares; 2025Q4: 6,515 shares 6,515 $513K 0.02% -510 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 7,222 shares; 2025Q1: 5,786 shares; 2025Q2: 5,794 shares; 2025Q3: 5,910 shares; 2025Q4: 5,944 shares 5,944 $512K 0.02% +34 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 10,782 shares; 2025Q1: 10,279 shares; 2025Q2: 10,118 shares; 2025Q3: 8,980 shares; 2025Q4: 8,737 shares 8,737 $510K 0.02% -243 Timeline PSFO PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,747 shares 15,747 $510K 0.02% new Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,693 shares; 2025Q4: 18,925 shares 18,925 $509K 0.02% +8,232 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 3,017 shares; 2025Q1: 2,451 shares; 2025Q2: 3,169 shares; 2025Q3: 3,848 shares; 2025Q4: 4,145 shares 4,145 $501K 0.02% +297 Timeline